|
|
|
@ -39,6 +39,37 @@ from tools.wealth_bridge import ( |
|
|
|
from tools.teleport_api import get_city_housing_data |
|
|
|
from verification.fact_checker import verify_claims |
|
|
|
|
|
|
|
# New feature tools — wrapped in try/except so graph still loads if files missing |
|
|
|
try: |
|
|
|
from tools.relocation_runway import calculate_relocation_runway |
|
|
|
_RUNWAY_AVAILABLE = True |
|
|
|
except ImportError: |
|
|
|
_RUNWAY_AVAILABLE = False |
|
|
|
|
|
|
|
try: |
|
|
|
from tools.wealth_visualizer import analyze_wealth_position |
|
|
|
_VISUALIZER_AVAILABLE = True |
|
|
|
except ImportError: |
|
|
|
_VISUALIZER_AVAILABLE = False |
|
|
|
|
|
|
|
try: |
|
|
|
from tools.life_decision_advisor import analyze_life_decision |
|
|
|
_LIFE_ADVISOR_AVAILABLE = True |
|
|
|
except ImportError: |
|
|
|
_LIFE_ADVISOR_AVAILABLE = False |
|
|
|
|
|
|
|
try: |
|
|
|
from tools.property_tracker import analyze_equity_options |
|
|
|
_EQUITY_ADVISOR_AVAILABLE = True |
|
|
|
except ImportError: |
|
|
|
_EQUITY_ADVISOR_AVAILABLE = False |
|
|
|
|
|
|
|
try: |
|
|
|
from tools.family_planner import plan_family_finances |
|
|
|
_FAMILY_PLANNER_AVAILABLE = True |
|
|
|
except ImportError: |
|
|
|
_FAMILY_PLANNER_AVAILABLE = False |
|
|
|
|
|
|
|
SYSTEM_PROMPT = """You are a portfolio analysis assistant integrated with Ghostfolio wealth management software. |
|
|
|
|
|
|
|
REASONING PROTOCOL — silently reason through these four steps BEFORE writing your response. |
|
|
|
@ -1463,6 +1494,195 @@ async def tools_node(state: AgentState) -> AgentState: |
|
|
|
tool_results.append({"tool_name": "wealth_bridge", "success": True, |
|
|
|
"tool_result_id": "wealth_portfolio_summary", "result": result}) |
|
|
|
|
|
|
|
# ── Relocation Runway Calculator ────────────────────────────────────────── |
|
|
|
elif query_type == "relocation_runway": |
|
|
|
if _RUNWAY_AVAILABLE: |
|
|
|
# Pull portfolio value from live data if available |
|
|
|
perf_result = await portfolio_analysis(token=state.get("bearer_token")) |
|
|
|
portfolio_value = 94000.0 # sensible default |
|
|
|
if perf_result.get("success"): |
|
|
|
portfolio_snapshot = perf_result |
|
|
|
portfolio_value = ( |
|
|
|
perf_result.get("result", {}).get("summary", {}) |
|
|
|
.get("total_current_value_usd", 94000.0) |
|
|
|
) |
|
|
|
# Extract cities and salaries from the query (best-effort) |
|
|
|
current_city = _extract_real_estate_location(user_query) or "Austin" |
|
|
|
dest_city = "Denver" # default destination |
|
|
|
# Try to find two city names in query |
|
|
|
for candidate in ["seattle", "san francisco", "new york", "denver", |
|
|
|
"chicago", "miami", "boston", "los angeles", |
|
|
|
"nashville", "dallas", "london", "berlin", |
|
|
|
"toronto", "sydney", "tokyo", "paris"]: |
|
|
|
if candidate in user_query.lower() and candidate.title() != current_city: |
|
|
|
dest_city = candidate.title() |
|
|
|
break |
|
|
|
# Default salaries — the LLM will note these are estimates |
|
|
|
current_salary = _extract_price(user_query) or 120000.0 |
|
|
|
offer_salary = current_salary * 1.3 # assume 30% raise if not specified |
|
|
|
try: |
|
|
|
result = calculate_relocation_runway( |
|
|
|
current_salary=current_salary, |
|
|
|
offer_salary=offer_salary, |
|
|
|
current_city=current_city, |
|
|
|
destination_city=dest_city, |
|
|
|
portfolio_value=portfolio_value, |
|
|
|
) |
|
|
|
tool_results.append({"tool_name": "relocation_runway", "success": True, |
|
|
|
"tool_result_id": "relocation_runway_result", |
|
|
|
"result": result}) |
|
|
|
except Exception as e: |
|
|
|
tool_results.append({"tool_name": "relocation_runway", "success": False, |
|
|
|
"error": {"code": "RUNWAY_ERROR", "message": str(e)}}) |
|
|
|
else: |
|
|
|
tool_results.append({"tool_name": "relocation_runway", "success": False, |
|
|
|
"error": {"code": "TOOL_UNAVAILABLE", |
|
|
|
"message": "relocation_runway tool not available"}}) |
|
|
|
|
|
|
|
# ── Wealth Gap Visualizer ───────────────────────────────────────────────── |
|
|
|
elif query_type == "wealth_gap": |
|
|
|
if _VISUALIZER_AVAILABLE: |
|
|
|
perf_result = await portfolio_analysis(token=state.get("bearer_token")) |
|
|
|
portfolio_value = 94000.0 |
|
|
|
if perf_result.get("success"): |
|
|
|
portfolio_snapshot = perf_result |
|
|
|
portfolio_value = ( |
|
|
|
perf_result.get("result", {}).get("summary", {}) |
|
|
|
.get("total_current_value_usd", 94000.0) |
|
|
|
) |
|
|
|
# Extract age from query if mentioned |
|
|
|
age_match = re.search(r'\b(2[0-9]|[3-6][0-9]|7[0-5])\b', user_query) |
|
|
|
age = int(age_match.group(0)) if age_match else 34 |
|
|
|
income_match = re.search(r'\$?\s*(\d{2,3})[k,]', user_query, re.I) |
|
|
|
annual_income = float(income_match.group(1)) * 1000 if income_match else 120000.0 |
|
|
|
try: |
|
|
|
result = analyze_wealth_position( |
|
|
|
portfolio_value=portfolio_value, |
|
|
|
age=age, |
|
|
|
annual_income=annual_income, |
|
|
|
) |
|
|
|
tool_results.append({"tool_name": "wealth_visualizer", "success": True, |
|
|
|
"tool_result_id": "wealth_gap_result", "result": result}) |
|
|
|
except Exception as e: |
|
|
|
tool_results.append({"tool_name": "wealth_visualizer", "success": False, |
|
|
|
"error": {"code": "VISUALIZER_ERROR", "message": str(e)}}) |
|
|
|
else: |
|
|
|
tool_results.append({"tool_name": "wealth_visualizer", "success": False, |
|
|
|
"error": {"code": "TOOL_UNAVAILABLE", |
|
|
|
"message": "wealth_visualizer tool not available"}}) |
|
|
|
|
|
|
|
# ── Life Decision Advisor ───────────────────────────────────────────────── |
|
|
|
elif query_type == "life_decision": |
|
|
|
if _LIFE_ADVISOR_AVAILABLE: |
|
|
|
perf_result = await portfolio_analysis(token=state.get("bearer_token")) |
|
|
|
portfolio_value = 94000.0 |
|
|
|
if perf_result.get("success"): |
|
|
|
portfolio_snapshot = perf_result |
|
|
|
portfolio_value = ( |
|
|
|
perf_result.get("result", {}).get("summary", {}) |
|
|
|
.get("total_current_value_usd", 94000.0) |
|
|
|
) |
|
|
|
current_city = _extract_real_estate_location(user_query) or "Austin" |
|
|
|
dest_city = None |
|
|
|
for candidate in ["seattle", "san francisco", "new york", "denver", |
|
|
|
"chicago", "miami", "boston", "los angeles", |
|
|
|
"nashville", "dallas", "london", "berlin", |
|
|
|
"toronto", "sydney", "tokyo", "paris"]: |
|
|
|
if candidate in user_query.lower(): |
|
|
|
if candidate.title() != current_city: |
|
|
|
dest_city = candidate.title() |
|
|
|
break |
|
|
|
# Determine decision type from query |
|
|
|
q = user_query.lower() |
|
|
|
if any(kw in q for kw in ["job offer", "salary", "raise", "accept"]): |
|
|
|
decision_type = "job_offer" |
|
|
|
elif any(kw in q for kw in ["move", "reloc", "relocat"]): |
|
|
|
decision_type = "relocation" |
|
|
|
elif any(kw in q for kw in ["buy", "purchase", "home", "house"]): |
|
|
|
decision_type = "home_purchase" |
|
|
|
elif any(kw in q for kw in ["rent or buy", "rent vs buy"]): |
|
|
|
decision_type = "rent_or_buy" |
|
|
|
else: |
|
|
|
decision_type = "general" |
|
|
|
ctx = { |
|
|
|
"portfolio_value": portfolio_value, |
|
|
|
"current_city": current_city, |
|
|
|
"annual_income": 120000.0, |
|
|
|
} |
|
|
|
if dest_city: |
|
|
|
ctx["destination_city"] = dest_city |
|
|
|
try: |
|
|
|
result = analyze_life_decision(decision_type, ctx) |
|
|
|
tool_results.append({"tool_name": "life_decision_advisor", "success": True, |
|
|
|
"tool_result_id": "life_decision_result", "result": result}) |
|
|
|
except Exception as e: |
|
|
|
tool_results.append({"tool_name": "life_decision_advisor", "success": False, |
|
|
|
"error": {"code": "LIFE_ADVISOR_ERROR", "message": str(e)}}) |
|
|
|
else: |
|
|
|
tool_results.append({"tool_name": "life_decision_advisor", "success": False, |
|
|
|
"error": {"code": "TOOL_UNAVAILABLE", |
|
|
|
"message": "life_decision_advisor tool not available"}}) |
|
|
|
|
|
|
|
# ── Equity Unlock Advisor ───────────────────────────────────────────────── |
|
|
|
elif query_type == "equity_unlock": |
|
|
|
if _EQUITY_ADVISOR_AVAILABLE: |
|
|
|
# Try to find a property ID in the query |
|
|
|
prop_id_match = re.search(r'\bprop_[a-f0-9]{8}\b', user_query, re.I) |
|
|
|
if prop_id_match: |
|
|
|
prop_id = prop_id_match.group(0).lower() |
|
|
|
else: |
|
|
|
# Get first active property from DB |
|
|
|
prop_list_result = await get_properties() |
|
|
|
props = (prop_list_result.get("result", {}) |
|
|
|
.get("properties", [])) |
|
|
|
prop_id = props[0]["id"] if props else "" |
|
|
|
if prop_id: |
|
|
|
try: |
|
|
|
result = analyze_equity_options(prop_id) |
|
|
|
tool_results.append({"tool_name": "equity_advisor", "success": True, |
|
|
|
"tool_result_id": "equity_unlock_result", |
|
|
|
"result": result}) |
|
|
|
except Exception as e: |
|
|
|
tool_results.append({"tool_name": "equity_advisor", "success": False, |
|
|
|
"error": {"code": "EQUITY_ERROR", "message": str(e)}}) |
|
|
|
else: |
|
|
|
tool_results.append({"tool_name": "equity_advisor", "success": False, |
|
|
|
"error": { |
|
|
|
"code": "NO_PROPERTY_FOUND", |
|
|
|
"message": "No tracked property found. Add a property first with 'track my property'." |
|
|
|
}}) |
|
|
|
else: |
|
|
|
tool_results.append({"tool_name": "equity_advisor", "success": False, |
|
|
|
"error": {"code": "TOOL_UNAVAILABLE", |
|
|
|
"message": "equity_advisor tool not available"}}) |
|
|
|
|
|
|
|
# ── Family Financial Planner ────────────────────────────────────────────── |
|
|
|
elif query_type == "family_planner": |
|
|
|
if _FAMILY_PLANNER_AVAILABLE: |
|
|
|
current_city = _extract_real_estate_location(user_query) or "Austin" |
|
|
|
# Try to extract income from query |
|
|
|
income_match = re.search(r'\$?\s*(\d{2,3})[k,]', user_query, re.I) |
|
|
|
annual_income = float(income_match.group(1)) * 1000 if income_match else 120000.0 |
|
|
|
# Extract number of children if mentioned |
|
|
|
children_match = re.search(r'\b([1-4])\s*(?:kid|child|baby|babies|children)', user_query, re.I) |
|
|
|
num_children = int(children_match.group(1)) if children_match else 1 |
|
|
|
try: |
|
|
|
result = plan_family_finances( |
|
|
|
current_city=current_city, |
|
|
|
annual_income=annual_income, |
|
|
|
num_planned_children=num_children, |
|
|
|
) |
|
|
|
tool_results.append({"tool_name": "family_planner", "success": True, |
|
|
|
"tool_result_id": "family_planner_result", |
|
|
|
"result": result}) |
|
|
|
except Exception as e: |
|
|
|
tool_results.append({"tool_name": "family_planner", "success": False, |
|
|
|
"error": {"code": "FAMILY_PLANNER_ERROR", "message": str(e)}}) |
|
|
|
else: |
|
|
|
tool_results.append({"tool_name": "family_planner", "success": False, |
|
|
|
"error": {"code": "TOOL_UNAVAILABLE", |
|
|
|
"message": "family_planner tool not available"}}) |
|
|
|
|
|
|
|
return { |
|
|
|
**state, |
|
|
|
"tool_results": tool_results, |
|
|
|
|
Priyanka Punukollu
1 month ago