GaoYiYuan_0626
301c78edc3
- app/tool/core_tools.py: 三只读 Tool(query_customer_profile/holdings/recent_trades, Core RO 仅 SELECT) + TOOL_REGISTRY 白名单(requires_customer); JSON 安全化(Decimal 两位/时间 isoformat) - app/service/tool_service.py: match_intent 关键词意图(仅 customer/advisor; risk/analyst 空转归 C1/C2) + assert_tool_access 归属断言(customer 本人/advisor assigned/risk_officer 全量/其余拒, 口径对齐 deps.assert_customer_access) + run_tool 编排(白名单→校验→执行→agent_tool_call 落库, 落库失败降级 warning) - agent_service: 图 START→tool→llm→guard; Tool 结果注入 LLM 上下文(SystemMessage); 降级回复带 Tool 摘要; chat() 可选 session 上下文(缺省空转, T-07 兼容) - session_repository: insert_tool_call(message_id 一期 NULL, session_id+trace_id 可还原) - 归属拒绝口径: Tool 层不抛 403 改 blocked 留痕(AUTH_403_* 同码), 对话内呈现——API 层 deny 铁律不变 - tests: test_chat_tools 20 例(三态+落库字段+降级+图注入) + test_chat 4 例(全链路/JWT 外 debug 通道), _ddl 补 agent_tool_call/core_holding, 297 绿 - 真库冒烟: uvicorn+真 MySQL/Redis chat 触发持仓查询 success 落痕 47ms, 现场已清理
115 lines
4.0 KiB
Python
115 lines
4.0 KiB
Python
"""Core 模拟库只读 Tool（T-04 · FLOW §2「CoreReadOnlyRepository：持仓/流水/L0」）。
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Tool 定义层（纯查询，无业务流程）：customer_id 由调用方（tool_service）
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注入，**不接受 LLM 生成**——归属防线之一（A-01 语义，T-03 之前的止损）。
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注册表 TOOL_REGISTRY 是对话 Tool 的唯一白名单（tool_service 校验）。
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requires_customer：Tool 是否必须绑定会话客户（True → 无归属主体即
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blocked，不触发查询）。风控分支 Tool（C1 chat_tools）注册时对台账类
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统计用 requires_customer=False，复用同一 runner。
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返回值约定：JSON 安全 dict（Decimal→float 两位、datetime/date→isoformat），
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落库 tool_output 与 LLM 上下文共用同一结构，不做第二套序列化。
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"""
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from __future__ import annotations
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import datetime as _dt
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from decimal import Decimal
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from typing import Any, Callable
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from app.repository.core_ro import CoreReadOnlyRepository
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DETAIL_LIMIT = 20 # 明细条数上限（上下文与落库同限，防超长）
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DEFAULT_TRADE_DAYS = 30
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def _jsonable(value: Any) -> Any:
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"""MySQL 行 → JSON 安全结构（递归；Decimal 两位小数、时间 isoformat）。"""
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if isinstance(value, Decimal):
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return float(round(value, 2))
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if isinstance(value, (_dt.datetime, _dt.date)):
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return value.isoformat()
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if isinstance(value, dict):
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return {k: _jsonable(v) for k, v in value.items()}
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if isinstance(value, (list, tuple)):
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return [_jsonable(v) for v in value]
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return value
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def query_customer_profile(
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customer_id: str, core_ro: CoreReadOnlyRepository | None = None
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) -> dict[str, Any]:
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"""客户档案与风险测评（L0）：core_customer + core_customer_risk。"""
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repo = core_ro or CoreReadOnlyRepository()
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row = repo.get_customer_l0(customer_id)
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if row is None:
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return {"found": False, "customer_id": customer_id}
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return {"found": True, **_jsonable(row)}
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def query_holdings(
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customer_id: str, core_ro: CoreReadOnlyRepository | None = None
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) -> dict[str, Any]:
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"""持仓明细（按市值降序）+ 合计（sum_market_value）。"""
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repo = core_ro or CoreReadOnlyRepository()
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rows = repo.list_holdings(customer_id)
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total = sum((r.get("market_value") or 0) for r in rows)
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return {
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"total_count": len(rows),
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"sum_market_value": _jsonable(total),
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"items": [_jsonable(r) for r in rows[:DETAIL_LIMIT]],
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}
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def query_recent_trades(
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customer_id: str,
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days: int = DEFAULT_TRADE_DAYS,
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core_ro: CoreReadOnlyRepository | None = None,
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) -> dict[str, Any]:
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"""近 N 天 confirmed 申赎流水（时间升序截断至 DETAIL_LIMIT）。"""
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repo = core_ro or CoreReadOnlyRepository()
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end = _dt.datetime.now()
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start = end - _dt.timedelta(days=days)
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rows = repo.list_trades_range(customer_id, start, end)
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total = sum((r.get("amount") or 0) for r in rows)
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return {
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"days": days,
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"total_count": len(rows),
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"sum_amount": _jsonable(total),
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"items": [_jsonable(r) for r in rows[:DETAIL_LIMIT]],
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}
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class ToolSpec(dict):
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"""注册表条目：func + 描述 + 是否必须绑定会话客户。"""
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TOOL_REGISTRY: dict[str, ToolSpec] = {
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"query_customer_profile": ToolSpec(
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func=query_customer_profile,
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description="查询客户档案与风险测评等级（L0）",
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requires_customer=True,
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),
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"query_holdings": ToolSpec(
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func=query_holdings,
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description="查询客户持仓明细与合计市值",
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requires_customer=True,
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),
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"query_recent_trades": ToolSpec(
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func=query_recent_trades,
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description="查询客户近期申赎交易流水",
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requires_customer=True,
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),
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}
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def get_tool(name: str) -> ToolSpec | None:
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"""白名单查找（未知 Tool 一律 None，由 runner 拒绝）。"""
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return TOOL_REGISTRY.get(name)
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def tool_func(name: str) -> Callable[..., dict[str, Any]] | None:
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spec = TOOL_REGISTRY.get(name)
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return spec["func"] if spec else None
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