@ -122,7 +122,25 @@ CRITICAL RULES — never violate these under any circumstances:
9. Low confidence responses ( confidence < 0.6 ) must note that some data may be incomplete .
10. Cite the tool_result_id once per sentence — place it at the end of the sentence , not
after each individual number . Format : [ tool_result_id ] """
after each individual number . Format : [ tool_result_id ]
IMPORTANT : You have access to tools beyond portfolio analysis .
When the classifier routes to a non - portfolio tool ,
use that tool ' s result to answer the user.
Do not default back to portfolio analysis .
Available tool categories :
- Real estate market data ( Austin MLS + global cities ) : use when tool_name is " real_estate " or " neighborhood_snapshot "
- Property tracking ( add / update / remove owned properties ) : use when tool_name is " property_tracker "
- Wealth bridge ( down payment power , job offer analysis ) : use when tool_name is " wealth_bridge " or " teleport_api "
- Relocation runway ( financial stability timeline ) : use when tool_name is " relocation_runway "
- Wealth visualizer ( retirement projection , peer comparison ) : use when tool_name is " wealth_visualizer "
- Life decision advisor ( job offers , relocation decisions , home purchase strategy ) : use when tool_name is " life_decision_advisor "
- Equity unlock advisor ( home equity options , refinance ) : use when tool_name is " equity_advisor "
- Family financial planner ( childcare costs , family budget ) : use when tool_name is " family_planner "
Use the appropriate tool based on what the user asks .
Only use portfolio analysis for questions about investment holdings and portfolio performance . """
LARGE_ORDER_THRESHOLD = 100_000
@ -447,6 +465,8 @@ async def classify_node(state: AgentState) -> AgentState:
" how long until " , " runway " , " financially stable " ,
" if i move " , " relocation timeline " , " stable if " ,
" how long to feel stable " , " feel stable after " ,
" how long to feel okay after moving " , " months until i rebuild " ,
" financially stable if i move " ,
]
if any ( kw in query for kw in relocation_runway_kws ) :
return { * * state , " query_type " : " relocation_runway " }
@ -457,6 +477,10 @@ async def classify_node(state: AgentState) -> AgentState:
" how am i doing financially " , " ahead or behind " ,
" net worth compared " , " am i ahead " ,
" am i behind for my age " , " retirement on track " ,
" am i on track for retirement " , " am i ahead for my age " ,
" wealth percentile " , " net worth percentile " ,
" federal reserve " , " median wealth " , " peer comparison " ,
" how does my net worth compare " , " retirement projection " ,
]
if any ( kw in query for kw in wealth_gap_kws ) :
return { * * state , " query_type " : " wealth_gap " }
@ -466,6 +490,7 @@ async def classify_node(state: AgentState) -> AgentState:
" should i take " , " help me decide " , " what should i do " ,
" is it worth it " , " advise me " , " what do you think " ,
" should i move " , " should i accept " ,
" should i take this job " , " should i accept the offer " ,
]
if any ( kw in query for kw in life_decision_kws ) :
return { * * state , " query_type " : " life_decision " }
@ -474,6 +499,7 @@ async def classify_node(state: AgentState) -> AgentState:
equity_unlock_kws = [
" home equity " , " refinance " , " cash out " ,
" equity options " , " what should i do with my equity " ,
" what to do with my equity " , " rental property from equity " ,
]
if any ( kw in query for kw in equity_unlock_kws ) :
return { * * state , " query_type " : " equity_unlock " }
@ -483,11 +509,30 @@ async def classify_node(state: AgentState) -> AgentState:
" afford a family " , " afford a baby " , " afford kids " ,
" childcare costs " , " financial impact of children " ,
" can i afford to have " , " family planning " ,
" having kids " ,
" having kids " , " having a baby " , " having children " ,
" can i afford kids " , " afford to have children " ,
" financial impact of kids " , " cost of having kids " ,
" cost of a baby " , " childcare budget " ,
]
if any ( kw in query for kw in family_planner_kws ) :
return { * * state , " query_type " : " family_planner " }
# --- Real Estate Strategy Simulator ---
# Checked BEFORE real_estate_kws so multi-property strategy queries
# get routed to the life_decision advisor (home_purchase type) rather
# than a plain snapshot.
realestate_strategy_kws = [
" buy a house every " , " buy every " , " keep buying houses " ,
" property every 2 years " , " property every 3 years " ,
" property every 5 years " , " property every 10 years " ,
" property every n years " , " buy and rent the previous " ,
" rental portfolio strategy " , " what if i keep buying " ,
" real estate strategy " , " buy one every " , " buy a property every " ,
" keep buying properties " , " buy a home every " ,
]
if any ( kw in query for kw in realestate_strategy_kws ) :
return { * * state , " query_type " : " life_decision " }
# --- 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 ( ) :
@ -568,11 +613,14 @@ async def classify_node(state: AgentState) -> AgentState:
" investment property " , " cap rate " , " days on market " , " price per sqft " ,
" neighborhood " , " housing " , " mortgage " , " home search " ,
" compare neighborhoods " , " compare cities " ,
# New triggers from spec
# Bedrooms / search filters
" homes " , " houses " , " bedroom " , " bedrooms " , " bathroom " , " bathrooms " ,
" 3 bed " , " 2 bed " , " 4 bed " , " 1 bed " , " 3br " , " 2br " , " 4br " ,
" under $ " , " rent estimate " , " for sale " , " open house " ,
" property search " , " find homes " , " home value " ,
# Market data keywords
" mls " , " median price " , " home purchase " , " inventory " ,
" property value " , " rental market " ,
]
# Location-based routing: known city/county + a real estate intent signal
# (avoids misrouting portfolio queries that happen to mention a city name)
@ -580,6 +628,7 @@ async def classify_node(state: AgentState) -> AgentState:
" compare " , " vs " , " versus " , " market " , " county " , " neighborhood " ,
" tell me about " , " how is " , " what about " , " what ' s the " , " whats the " ,
" area " , " prices in " , " homes in " , " housing in " , " rent in " ,
" show me " , " housing costs " , " cost to buy " ,
]
has_known_location = any ( city in query for city in _KNOWN_CITIES )
has_location_re_intent = has_known_location and any ( kw in query for kw in _location_intent_kws )
@ -956,6 +1005,8 @@ _KNOWN_CITIES = [
" austin " , " san francisco " , " new york " , " new york city " , " nyc " ,
" denver " , " seattle " , " miami " , " chicago " , " phoenix " , " nashville " , " dallas " ,
" brooklyn " , " manhattan " , " sf " , " atx " , " dfw " ,
# International cities — real estate tool supports these
" tokyo " , " berlin " , " london " , " sydney " , " toronto " , " paris " ,
# ACTRIS / Greater Austin locations
" travis county " , " travis " ,
" williamson county " , " williamson " , " round rock " , " cedar park " , " georgetown " , " leander " ,
@ -2019,19 +2070,40 @@ def _append_messages(state: AgentState, user_query: str, answer: str) -> list:
# ---------------------------------------------------------------------------
def _route_after_classify ( state : AgentState ) - > str :
""" Decides which node to go to after classify. """
""" Decides which node to go to after classify.
All read - path query_types ( portfolio , real estate , family , wealth , etc . )
route to the single " tools " node which dispatches by query_type internally .
Only write intents and control flow have dedicated branches .
Routing map ( all non - write categories → " tools " ) :
real_estate_snapshot / real_estate_search /
real_estate_compare / real_estate_detail → tools
property_add / property_remove /
property_update / property_list /
property_net_worth → tools
wealth_down_payment / wealth_job_offer /
wealth_global_city / wealth_portfolio_summary → tools
relocation_runway → tools
wealth_gap → tools
life_decision → tools
equity_unlock → tools
family_planner → tools
performance / activity / compliance /
tax / market / market_overview /
categorize / context_followup → tools
"""
qt = state . get ( " query_type " , " performance " )
write_intents = { " buy " , " sell " , " dividend " , " cash " , " transaction " }
if qt == " write_refused " :
return " format " # Refuse message already baked into final_response via format_node
return " format "
if qt in write_intents :
return " write_prepare "
if qt == " write_confirmed " :
return " write_execute "
if qt == " write_cancelled " :
return " format "
# Real estate types route through the normal tools → verify → format path
return " tools "
Priyanka Punukollu
1 month ago