@ -471,6 +471,20 @@ async def classify_node(state: AgentState) -> AgentState:
if not query :
return { * * state , " query_type " : " unknown " , " error " : " empty_query " }
# --- Handle capability/help queries first ---
help_kws = [
" what can you do " , " what can this do " , " what do you do " ,
" tell me what you can do " , " tell me what i can do " ,
" what are your capabilities " , " what features " ,
" how do you work " , " what is this " , " what does this do " ,
]
if any ( kw in query for kw in help_kws ) :
return {
* * state ,
" query_type " : " capabilities " ,
" _classification_source " : " keyword " ,
}
# --- Write confirmation replies ---
pending_write = state . get ( " pending_write " )
if pending_write :
@ -643,6 +657,11 @@ async def classify_node(state: AgentState) -> AgentState:
if any ( phrase in query for phrase in full_position_kws ) and _extract_ticker ( query ) :
return { * * state , " query_type " : " performance+compliance+activity " }
# --- Full portfolio summary (performance only) — before full_report ---
full_summary_kws = [ " full portfolio summary " , " give me a full portfolio " ]
if any ( phrase in query for phrase in full_summary_kws ) :
return { * * state , " query_type " : " performance " }
# --- Full portfolio report / health check — run all three tools ---
full_report_kws = [
" health check " , " complete portfolio " , " full portfolio " , " portfolio report " ,
@ -719,6 +738,10 @@ async def classify_node(state: AgentState) -> AgentState:
" how long to feel stable " , " feel stable after " ,
" how long to feel okay after moving " , " months until i rebuild " ,
" financially stable if i move " ,
" actually a raise " , " is a raise " , " raise from " , " raise vs " ,
" better salary " , " salary comparison " , " cost of living raise " ,
" col adjusted " , " adjusted for cost of living " ,
" raise if i move " , " effective raise " ,
]
if any ( kw in query for kw in relocation_runway_kws ) :
return { * * state , " query_type " : " relocation_runway " }
@ -788,6 +811,11 @@ async def classify_node(state: AgentState) -> AgentState:
if any ( kw in query for kw in realestate_strategy_kws ) :
return { * * state , " query_type " : " life_decision " }
# --- Afford a house (run regardless of feature flag for correct routing) ---
afford_house_kws = [ " can i afford a house " , " afford a house " , " afford a home " ]
if any ( kw in query for kw in afford_house_kws ) :
return { * * state , " query_type " : " wealth_down_payment " }
# --- Wealth Bridge — down payment, job offer COL, global city data ---
# Checked before real estate so "can I afford" doesn't fall through to snapshot
if is_real_estate_enabled ( ) :
@ -823,6 +851,8 @@ async def classify_node(state: AgentState) -> AgentState:
" my house " , " my home " , " my property " , " my real estate " ,
" about my house " , " about my home " , " about my property " ,
" my home value " , " my house value " , " my property value " ,
" rental yield " , " rental income " , " yield on " , " rental return " ,
" rent vs market " , " property yield " , " rental rate " ,
]
if any ( kw in query for kw in property_general_kws ) :
if any ( v in query for v in [ " value " , " worth " ] ) :
@ -987,6 +1017,16 @@ async def classify_node(state: AgentState) -> AgentState:
" my allocation to " ,
" what do i hold " ,
" what am i holding " ,
" how many shares of " ,
" shares do i have " ,
" shares of appl do i " ,
" shares of aapl do i " ,
" how many appl " ,
" how many aapl " ,
" how many msft " ,
" how many nvda " ,
" how many tsla " ,
" shared of " , # typo for "shares of"
]
if any ( kw in query for kw in portfolio_ticker_kws ) :
return { * * state , " query_type " : " performance " }
@ -1012,6 +1052,9 @@ async def classify_node(state: AgentState) -> AgentState:
" what about aapl " , " what about msft " , " what about nvda " , " what about tsla " ,
" what about apple " , " what about nvidia " , " what about tesla " , " what about microsoft " ,
" aapl number " , " msft number " , " nvda number " , " stock check " ,
" prize of " , " prise of " , " how much is 1 share " , " how much is one share " ,
" 1 share of " , " one share of " , " cost of 1 share " , " cost of one share " ,
" price of appl " , " price of 1 " ,
]
if any ( kw in query for kw in stock_price_kws ) and _extract_ticker ( query ) :
return { * * state , " query_type " : " market " }
@ -1034,6 +1077,8 @@ async def classify_node(state: AgentState) -> AgentState:
" show me my holdings " , " show my holdings " , " list my holdings " ,
" biggest holdings " , " biggest positions " , " largest holdings " ,
" top holdings " , " top positions " ,
" give me a full portfolio " , " full portfolio summary " , " full portfolio " ,
" can i afford a house " , " afford a house " , " afford a home " ,
]
natural_activity_kws = [
" what have i bought " , " what have i sold " ,
@ -2507,6 +2552,22 @@ async def format_node(state: AgentState) -> AgentState:
error = state . get ( " error " )
query_type = state . get ( " query_type " , " " )
# Short-circuit: capabilities/help query
if query_type == " capabilities " :
response = (
" I can help you with: \n \n "
" **Portfolio** — holdings, returns, allocation, performance vs benchmarks \n \n "
" **Market Data** — live stock prices for any ticker (AAPL, MSFT, NVDA, TSLA, GOOGL, AMZN, META) \n \n "
" **Tax** — capital gains estimate, tax-loss harvesting opportunities, wash sale warnings \n \n "
" **Risk & Compliance** — concentration check, diversification analysis \n \n "
" **Transactions** — trade history, recent buys/sells \n \n "
" **Real Estate** — add and track properties, equity analysis, net worth including real estate \n \n "
" **Life Decisions** — job offer comparison, relocation analysis, retirement readiness, family planning costs, real estate strategy \n \n "
" Just ask naturally — I understand variations like ' check apple ' , ' how much is AAPL ' , ' tell me about my portfolio ' , etc. "
)
updated_messages = _append_messages ( state , user_query , response )
return { * * state , " final_response " : response , " messages " : updated_messages }
# Short-circuit: agent refused a destructive operation
if query_type == " write_refused " :
response = (
Priyanka Punukollu
1 month ago