张胜宇
35effab70f
用户口径：既智能又安全，不靠"答不上就转人工"；按本人画像测评列出可购买的产品， 但不引导购买。 出口由五个扩为六个： - 新增 E2c-my：按客户本人权威测评等级给出可购买范围 + 在售清单 （只列代码/名称/类别/风险等级，按代码升序；出口后置引导词护栏，命中即降级为仅范围） - 点名档位（「我可以买 R3 的产品吗」）先给一句直接裁决再列范围 —— 修复前只给清单，"不"字始终没说出来 - 新工具 query_eligible_products（suitability:read）+ 发布 release 220 真实业务缺陷： - P2_SELF_SERVICE_PATTERNS：问「怎么修改绑定的银行卡」不再建单转人工（FAQ 里就有答案）； 「帮我把绑定银行卡换一下」仍走 P2 - 展示层净化 render_plain / drop_yield_claims / prettify_title 接在 E3/E4/E5b/澄清四处 （E4 模型会照抄证据包的 markdown 标记） - 空结果护栏：语料里 15 个纯收益切片被净化清空时回退 E5b，不给空气泡 测试：定向 334 passed；全量回归 1969 passed / 3 skipped / 0 failed（基线 1946）； 46 条金标 M-1 46/46=100%、M-4 100%、M-6 5/46=10.9%、M-7~M-10 全 0 —— 与 score_w11b 逐项一致（零回归）。 落档：D1.6 §4.49 / D2.1 v6.36 / D1.1 §30
475 lines
22 KiB
Python
475 lines
22 KiB
Python
import logging
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from functools import lru_cache
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from typing import Any, cast
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.advisor_allocation_contracts import AssetAllocationQuery
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from app.core.config import get_settings
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from app.core.errors import RecoverableAgentError
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from app.core.fund_contracts import FundQuoteQuery
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from app.core.investment_goal_contracts import InvestmentGoalQuery
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from app.core.knowledge_contracts import KnowledgeSearchInput
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from app.core.nl2sql_contracts import FinancialNL2SQLInput
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from app.core.portfolio_analysis_contracts import PortfolioAnalysisQuery
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from app.core.product_comparison_contracts import ProductComparisonQuery
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from app.core.product_recommendation_contracts import ProductRecommendationQuery
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from app.core.risk_contracts import RiskAlertEvidenceQuery, RiskAlertQuery
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from app.infrastructure.fund_quote_cache import FundQuoteCache
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from app.infrastructure.graph import build_graph_driver
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from app.infrastructure.memory_cache import MemoryCacheAdapter
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from app.infrastructure.milvus_knowledge_writer import MilvusKnowledgeWriter
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from app.infrastructure.milvus_profile_projection import PROFILE_COLLECTION
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from app.infrastructure.milvus_profile_vector_client import MilvusProfileVectorClient
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from app.infrastructure.vector_memory import VectorMemoryAdapter
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from app.service.agent.factory import AgentFactory
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from app.service.agent.governance import PlatformGovernance
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from app.service.agent.implementations.advisor import AdvisorAgent
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from app.service.agent.implementations.customer_service import CustomerServiceAgent
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from app.service.agent.implementations.financial_nl2sql import FinancialNL2SQLAgent
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from app.service.agent.implementations.fund_query_demo import FundQueryDemoAgent
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from app.service.agent.implementations.platform_probe import (
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PROBE_ALT_TOOL,
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PROBE_PERMISSION,
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PROBE_TOOL,
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PlatformProbeAgent,
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ProbeEchoArgs,
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probe_alt_tool,
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probe_echo_tool,
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)
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from app.service.agent.implementations.risk_agent import RiskAgent
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from app.service.agent.offsite_fund_agent import OffsiteFundAgent
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from app.service.agent.promotion_material_agent import PromotionMaterialAgent
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from app.service.asset_allocation_service import asset_allocation_tool
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from app.service.customer_profile_service import (
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CustomerProfileQuery,
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query_customer_profile_tool,
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)
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from app.service.financial_nl2sql_service import query_financial_data_tool
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from app.service.fund_quote_service import query_fund_quote_tool
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from app.service.intent_classifier import IntentClassifier
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from app.service.investment_goal_service import investment_goal_query_tool
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from app.service.knowledge_search_service import KnowledgeSearchService
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from app.service.knowledge_tool import knowledge_search_tool
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from app.service.memory_recall_service import MemoryRecallService
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from app.service.model_gateway import (
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DatabaseModelEndpointResolver,
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DatabaseModelGateway,
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ModelDispatchService,
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ModelEmbeddingService,
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ModelGenerationService,
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)
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from app.service.portfolio_analysis_service import portfolio_analysis_tool
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from app.service.product_comparison_service import product_comparison_tool
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from app.service.product_recommendation_service import product_recommendation_tool
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from app.service.relationship_service import RelationshipService
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from app.service.risk_tools import (
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get_alert_evidence_tool,
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get_risk_overview_tool,
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search_risk_alerts_tool,
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)
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from app.service.runtime_config_service import load_active_intent_configs
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from app.service.suitability_service import (
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EligibleProductQuery,
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SuitabilityToolInput,
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query_eligible_products_tool,
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suitability_tool_handler,
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)
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from app.service.tool_executor import ToolDefinition, ToolExecutor, ToolRegistry
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logger = logging.getLogger(__name__)
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@lru_cache(maxsize=1)
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def get_model_service() -> ModelGenerationService:
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"""生产模型装配的唯一入口；业务 Agent 与 Worker 记忆抽取共用同一实例。"""
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return ModelGenerationService(ModelDispatchService(DatabaseModelGateway()))
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@lru_cache(maxsize=1)
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def get_memory_cache_adapter() -> MemoryCacheAdapter | None:
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"""Redis 记忆缓存适配器；构造失败返回 None——缓存只是优化层，不得阻塞召回。"""
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try:
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from redis.asyncio import Redis
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settings = get_settings()
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client = Redis.from_url(
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settings.redis_url,
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socket_connect_timeout=settings.redis_connect_timeout_seconds,
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socket_timeout=settings.redis_connect_timeout_seconds,
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decode_responses=True,
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)
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return MemoryCacheAdapter(client)
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except Exception:
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logger.warning("memory cache adapter unavailable; recall runs without cache",
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exc_info=True)
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return None
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@lru_cache(maxsize=1)
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def get_fund_quote_cache() -> FundQuoteCache | None:
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"""行情短缓存：与记忆召回共用同一个 Redis 适配器。
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Redis 不可用时这里仍会返回适配器，但读写异常由 `MemoryCacheAdapter` 内部
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吞掉并以 `degraded` 语义返回，行情查询会退化为直连外部数据源而不会阻塞；
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适配器构造失败（例如缺少 redis 依赖）则返回 None，效果相同。缓存永远只是
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优化层，不得让行情查询因缓存故障失败。
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"""
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adapter = get_memory_cache_adapter()
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if adapter is None:
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return None
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return FundQuoteCache(adapter)
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@lru_cache(maxsize=1)
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def get_vector_memory_adapter() -> VectorMemoryAdapter | None:
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"""Milvus 适配器；构造失败返回 None（语义通道关闭），不影响结构化召回。
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集合名取 `PROFILE_COLLECTION`，与投影写入路径（`MilvusProfileProjection`）
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**同一个常量**。此前这里读的是 `settings.milvus_collection`（`jr_memory`，
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该集合从未创建，现已删除该配置项），于是适配器构造成功、每次 `search` 都抛异常
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并被降级成 `milvus_unavailable` —— 表现为"语义召回永远没数据"，
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而投影那条链路看起来一切正常。
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"""
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try:
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from pymilvus import MilvusClient # type: ignore[import-untyped]
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settings = get_settings()
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client = MilvusClient(uri=settings.milvus_uri, token=settings.milvus_token or None)
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return VectorMemoryAdapter(client, PROFILE_COLLECTION)
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except Exception:
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logger.warning("vector memory adapter unavailable; semantic recall disabled",
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exc_info=True)
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return None
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@lru_cache(maxsize=1)
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def get_memory_embedding_service() -> ModelEmbeddingService:
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"""文本向量化入口：与文本生成共用同一套端点解析与受控降级。"""
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return ModelEmbeddingService(ModelDispatchService(DatabaseModelGateway()))
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@lru_cache(maxsize=1)
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def get_milvus_knowledge_writer() -> MilvusKnowledgeWriter | None:
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"""知识向量**写**适配器（装配入口）；`milvus_uri` 缺失时返回 None。
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与召回侧的 `get_vector_memory_adapter()` 分离：写路径不与检索进程共用客户端
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（读写物理隔离，向量库故障不能从写路径传染到问答主链路）。构造是惰性的
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（`MilvusKnowledgeWriter.__init__` 不连 Milvus），所以这里返回实例不代表连接可用；
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真连不上时在首次写入抛 `RecoverableAgentError`，由 `OutboxWorker` 退避重试/判死信。
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返回 None 的语义是**显式降级**：`WorkerRuntime` 会因此不注册
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`knowledge.vector_sync_requested` / `knowledge.vector_delete_requested` 两个 handler，
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事件在库里保持 pending（可观测、可重放），并在启动路径留一条 warning —— 绝不静默，
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也绝不伪造同步成功。
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"""
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settings = get_settings()
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uri = (settings.milvus_uri or "").strip()
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if not uri:
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logger.warning(
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"milvus_uri not configured; knowledge vector writer disabled and "
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"knowledge.vector_sync_requested events will stay pending"
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)
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return None
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return MilvusKnowledgeWriter(uri, settings.milvus_token or "")
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@lru_cache(maxsize=1)
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def get_milvus_profile_vector_client() -> MilvusProfileVectorClient | None:
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"""长期记忆画像向量**写**适配器（装配入口）；`milvus_uri` 缺失时返回 None。
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与 `get_milvus_knowledge_writer` 同一取向：读写隔离、构造惰性、缺配置显式降级。
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返回 None 的语义是**显式降级**——`WorkerRuntime` 会因此不注册画像投影 handler，
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`memory_sync_outbox` 的事件在库里保持 pending（可观测、可重放），并留一条 warning，
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绝不静默，也绝不伪造同步成功。
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"""
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settings = get_settings()
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uri = (settings.milvus_uri or "").strip()
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if not uri:
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logging.getLogger(__name__).warning(
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"milvus_uri not configured; profile vector projection disabled and "
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"memory_sync_outbox events will stay pending"
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)
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return None
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return MilvusProfileVectorClient(uri, settings.milvus_token or "")
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async def _embed_text(text: str) -> list[float]:
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"""把文本向量化；端点来自发布配置（task_type=embedding），无端点时失败关闭。"""
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endpoints = await DatabaseModelEndpointResolver().resolve(
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agent_type="memory_recall", task_type="embedding"
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)
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if not endpoints:
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raise RecoverableAgentError("没有可用的 embedding 端点")
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execution = await get_memory_embedding_service().embed(endpoints, text)
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return execution.vector
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@lru_cache(maxsize=1)
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def get_knowledge_search_service() -> KnowledgeSearchService:
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"""客服知识检索装配：Milvus 客户端 + 向量化入口。
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与记忆的语义通道同一取向：Milvus 不可达或缺少 embedding 端点时**不抛异常**，
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而是返回 `available=False` 的实例，检索结果标记 `degraded`，由客服 Agent 走
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「引导客户致电人工客服」。基础设施故障不该表现成客户可见的错误。
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"""
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client = None
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try:
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from pymilvus import MilvusClient
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settings = get_settings()
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client = MilvusClient(uri=settings.milvus_uri, token=settings.milvus_token or None)
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except Exception:
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logger.warning("knowledge vector client unavailable; search degrades", exc_info=True)
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return KnowledgeSearchService(client, _embed_text)
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@lru_cache(maxsize=1)
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def get_relationship_service() -> RelationshipService | None:
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"""图关系读服务：客户 → 产品／标签／事件 的多跳查询入口。
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驱动构造失败时返回 None（图能力关闭），由调用方降级——图库不可用不该阻塞主链路，
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与 Milvus 侧"语义通道缺失不影响结构化召回"是同一取向。
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注意：本服务**只读**，且关系类型受 `RelationshipService.ALLOWED_RELATIONSHIPS` 白名单约束；
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写入走 `GraphProjectionWorker`（由领域事件驱动），这里不提供任意写接口。
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"""
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driver = build_graph_driver()
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if driver is None:
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return None
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return RelationshipService(driver)
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def build_memory_recall_service(session: AsyncSession) -> MemoryRecallService:
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"""记忆召回组装：结构化召回始终可用，Redis 缓存与语义通道可用时叠加。
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语义通道需要**两件事同时具备**：可达的 Milvus 与可用的 embedding 端点。缺少
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embedding 端点时向量化按设计失败关闭，结果标记 `embedding_failed` 并保留结构化
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召回——这是配置缺口而非功能缺失，配置端点后语义召回无需改代码即可生效。
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"""
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vector = get_vector_memory_adapter()
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return MemoryRecallService(
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session,
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vector=vector,
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cache=get_memory_cache_adapter(),
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embed=_embed_text if vector is not None else None,
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)
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@lru_cache(maxsize=1)
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def get_agent_factory() -> AgentFactory:
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"""HTTP 与 Worker 共用的唯一底座依赖组装入口。"""
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registry = ToolRegistry()
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# 基座验证探针的工具：只回显参数，用于端到端触发 ToolExecutor 的四种拒绝分支。
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# 它不查库、不写状态，注册在这里也不会被任何业务 Agent 的白名单引用。
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registry.register(ToolDefinition(
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name=PROBE_TOOL,
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input_model=ProbeEchoArgs,
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handler=cast(Any, probe_echo_tool),
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required_permission=PROBE_PERMISSION,
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allowed_roles=("admin",),
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))
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# 第二个探针工具，两个用途：
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# ① 让"有白名单但不含该工具"的分支可被构造（见 platform_probe 的说明）；
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# ② 让**工具层**的"角色不能使用工具"分支可被构造 —— 它的角色集合**比 Agent 的更窄**
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# （Agent 允许 admin，本工具只允许 risk_operator）。必须更窄才行：Agent 层的
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# validate_access 会先按 AgentDefinition.allowed_roles 拦截，两者一致时永远进不到
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# 工具层的角色校验。
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registry.register(ToolDefinition(
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name=PROBE_ALT_TOOL,
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input_model=ProbeEchoArgs,
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handler=cast(Any, probe_alt_tool),
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required_permission=PROBE_PERMISSION,
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allowed_roles=("risk_operator",),
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))
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registry.register(ToolDefinition(
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name="check_suitability",
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input_model=SuitabilityToolInput,
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handler=cast(Any, suitability_tool_handler),
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required_permission="suitability:read",
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allowed_roles=("customer", "advisor", "operator", "admin"),
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))
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registry.register(ToolDefinition(
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name="query_eligible_products",
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input_model=EligibleProductQuery,
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handler=cast(Any, query_eligible_products_tool),
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# 复用适当性权限码：这份清单本身就是「按等级匹配」的结果，与 `check_suitability`
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# 同权、同数据源（`fin_risk_assessment` + `fin_product`），不新开权限面。
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required_permission="suitability:read",
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allowed_roles=("customer", "advisor", "operator", "admin"),
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))
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registry.register(ToolDefinition(
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name="query_fund_quote",
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input_model=FundQuoteQuery,
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handler=cast(Any, query_fund_quote_tool),
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required_permission="fund:quote:read",
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allowed_roles=("customer", "advisor", "operator", "risk_operator", "admin"),
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# C3 数值依据：EastmoneyAdapterFactory 的单代码最坏预算为
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# 4.0s(单次) + 0.2s(退避) + 4.0s(重试) = 8.2s，且 FundQuoteService
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# 已按代码并发，总耗时与代码数量无关。15s ≈ 8.2s × 1.8，余量覆盖
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# DNS/TLS 建连与事件循环调度开销。原值 5s 小于适配器默认单次超时
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# （12s）与重试预算，多代码查询必然先撞工具超时。
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timeout_seconds=15,
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))
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registry.register(ToolDefinition(
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name="query_customer_profile",
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input_model=CustomerProfileQuery,
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handler=cast(Any, query_customer_profile_tool),
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# 复用既有权限码：`memory:read:self` 表示"只读本人画像"，客服 Agent 用它在
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# 确定性识别出画像问题后取权威字段；读他人画像需要 `memory:read:customer`，
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# 由服务内部按数据范围二次校验（`self` / `own_customers` / `all`）。
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required_permission="memory:read:self",
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allowed_roles=("customer", "advisor", "operator", "risk_operator", "admin"),
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))
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registry.register(ToolDefinition(
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name="query_financial_data",
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input_model=FinancialNL2SQLInput,
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handler=cast(Any, query_financial_data_tool),
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required_permission="financial:nl2sql:read",
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allowed_roles=("advisor", "operator", "admin", "super_admin"),
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timeout_seconds=10,
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))
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registry.register(ToolDefinition(
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name="search_knowledge",
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input_model=KnowledgeSearchInput,
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handler=cast(Any, knowledge_search_tool),
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# 复用既有权限码（customer 角色已具备），不新增权限点
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required_permission="knowledge:reference:read",
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allowed_roles=("customer", "advisor", "operator", "admin"),
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# 检索含一次 embedding 调用 + 三次集合检索；embedding 实测 0.42s，
|
||
# 10s 覆盖冷启动与 Milvus 抖动，又不至于让客户等太久
|
||
timeout_seconds=10,
|
||
))
|
||
# 兼容一期发布配置和旧客户端的工具名；实现仍复用同一个只读检索处理器。
|
||
registry.register(ToolDefinition(
|
||
name="query_knowledge",
|
||
input_model=KnowledgeSearchInput,
|
||
handler=cast(Any, knowledge_search_tool),
|
||
required_permission="knowledge:query",
|
||
allowed_roles=("visitor", "customer"),
|
||
timeout_seconds=10,
|
||
))
|
||
registry.register(ToolDefinition(
|
||
name="search_risk_alerts",
|
||
input_model=RiskAlertQuery,
|
||
handler=cast(Any, search_risk_alerts_tool),
|
||
required_permission="risk:alert:read",
|
||
allowed_roles=("risk_operator", "admin"),
|
||
))
|
||
registry.register(ToolDefinition(
|
||
name="get_risk_overview",
|
||
input_model=RiskAlertQuery,
|
||
handler=cast(Any, get_risk_overview_tool),
|
||
required_permission="risk:alert:read",
|
||
allowed_roles=("risk_operator", "admin"),
|
||
))
|
||
registry.register(ToolDefinition(
|
||
name="get_alert_evidence",
|
||
input_model=RiskAlertEvidenceQuery,
|
||
handler=cast(Any, get_alert_evidence_tool),
|
||
required_permission="risk:alert:read",
|
||
allowed_roles=("risk_operator", "admin"),
|
||
))
|
||
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="analyze_portfolio",
|
||
input_model=PortfolioAnalysisQuery,
|
||
handler=cast(Any, portfolio_analysis_tool),
|
||
required_permission="portfolio-analysis:read:self",
|
||
allowed_roles=("customer", "advisor", "operator", "admin"),
|
||
timeout_seconds=10,
|
||
))
|
||
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", "advisor", "operator", "admin"),
|
||
timeout_seconds=15,
|
||
))
|
||
registry.register(ToolDefinition(
|
||
name="recommend_products",
|
||
input_model=ProductRecommendationQuery,
|
||
handler=cast(Any, product_recommendation_tool),
|
||
required_permission="product-recommendation:generate:self",
|
||
allowed_roles=("customer", "advisor", "operator", "admin"),
|
||
timeout_seconds=15,
|
||
))
|
||
registry.register(ToolDefinition(
|
||
name="compare_products",
|
||
input_model=ProductComparisonQuery,
|
||
handler=cast(Any, product_comparison_tool),
|
||
required_permission="product-comparison:read:self",
|
||
allowed_roles=("customer", "advisor", "operator", "admin"),
|
||
timeout_seconds=10,
|
||
))
|
||
|
||
model_service = get_model_service()
|
||
endpoint_resolver = DatabaseModelEndpointResolver()
|
||
factory = AgentFactory(
|
||
# 记忆召回接入统一治理链：Agent 的 recall_memory 走组合召回服务，
|
||
# 而不是每个 Agent 自行决定召回方式。
|
||
governance=PlatformGovernance(recall_factory=build_memory_recall_service),
|
||
model_service=model_service,
|
||
tool_executor=ToolExecutor(registry),
|
||
intent_classifier=IntentClassifier(
|
||
model_service, config_loader=load_active_intent_configs
|
||
),
|
||
intent_endpoint_resolver=endpoint_resolver,
|
||
)
|
||
register_business_agents(factory)
|
||
return factory
|
||
|
||
|
||
def register_business_agents(factory: AgentFactory) -> None:
|
||
"""业务 Agent 的统一注册入口：组员在这里登记自己的一行 `factory.register(...)`。
|
||
|
||
HTTP 服务与 Worker 共用 `get_agent_factory()` 返回的同一个工厂，因此这里注册
|
||
一次即可在两个入口生效。注册只声明"代码允许什么"：真正能调用哪些工具，还要
|
||
看当前 active 的 `config_release` 里为该 `agent_type:intent` 发布的工具白名单
|
||
（两者取交集，缺发布配置时白名单为空、工具失败关闭）。
|
||
"""
|
||
factory.register(
|
||
FundQueryDemoAgent.definition,
|
||
lambda _context: FundQueryDemoAgent(FundQueryDemoAgent.definition),
|
||
)
|
||
# 客服 Agent：访客（免登录）与登录客户共用一个 agent_type，档位由身份推导
|
||
# （见 `knowledge_tool.tiers_for_roles`）。实际可调用的工具还要与发布配置里
|
||
# `agent_tools/customer_service:<intent>` 的白名单取交集——代码声明只是上限。
|
||
factory.register(
|
||
CustomerServiceAgent.definition,
|
||
lambda _context: CustomerServiceAgent(CustomerServiceAgent.definition),
|
||
)
|
||
factory.register(
|
||
RiskAgent.definition,
|
||
lambda _context: RiskAgent(RiskAgent.definition),
|
||
)
|
||
factory.register(
|
||
OffsiteFundAgent.definition,
|
||
lambda _context: OffsiteFundAgent(OffsiteFundAgent.definition),
|
||
)
|
||
factory.register(
|
||
PromotionMaterialAgent.definition,
|
||
lambda _context: PromotionMaterialAgent(PromotionMaterialAgent.definition),
|
||
)
|
||
# 基座验证探针：只读、无副作用，用于端到端验证工具链路的拒绝行为。
|
||
# 角色限定 admin，业务上不对外暴露用途。
|
||
factory.register(
|
||
PlatformProbeAgent.definition,
|
||
lambda _context: PlatformProbeAgent(PlatformProbeAgent.definition),
|
||
)
|
||
factory.register(
|
||
AdvisorAgent.definition,
|
||
lambda _context: AdvisorAgent(AdvisorAgent.definition),
|
||
)
|
||
factory.register(
|
||
FinancialNL2SQLAgent.definition,
|
||
lambda _context: FinancialNL2SQLAgent(FinancialNL2SQLAgent.definition),
|
||
)
|