| name | wp-generate-execution-plan |
| description | 从投资决策建议生成确定性分批执行计划草案。规则引擎产出所有数字(触发价/数量/批次),LLM 只写解释文案。type=function_call(确定性 orchestrator,非 llm_dispatch)。 |
| version | 1.0.0 |
| type | function_call |
| tool_name | generate_execution_plan |
| trigger | manual_button_only |
| inputs | {"type":"object","properties":{"symbol":{"type":"string","description":"标的代码 TICKER:MARKET (如 LI:US / 00700:HK)"},"market":{"type":"string","description":"US / HK"},"side":{"type":"string","description":"BUY / ADD / REDUCE / SELL"},"target_position_pct":{"type":"number","description":"目标仓位占比 (0~1)"},"current_position_pct":{"type":"number"},"current_price":{"type":"number"},"total_assets":{"type":"number"},"user_anchor_prices":{"type":"array","description":"用户锚点价(可空)"},"quick_mode":{"type":"boolean"},"source_decision_ref":{"type":"string"}},"required":["symbol","market","side","target_position_pct"]} |
| outputs | {"type":"ExecutionPlanDraft","description":"含 plan_summary_block(权威数字) + rationale/risk_notes(AI 文案) + factor_snapshot + constraints_applied"} |
| tags | ["execution-plan","manual-trigger","deterministic","v3.11"] |
wp-generate-execution-plan
从投资决策建议生成确定性分批执行计划草案。
内核原则
- 数字由规则引擎算死,AI 只解释。 价格/数量/批次全部确定性产出。
- 约束派生自 13 条纪律手册,不新建。 直接读
app/discipline/config.py。
- born-activated。 第一个 commit 起接入真实调用链。
调用方式
from backend.skills import invoke_skill
result = invoke_skill("wp-generate-execution-plan",
symbol="LI:US", market="US", side="BUY",
target_position_pct=0.08,
current_price=14.2, total_assets=1000000,
)
内部执行顺序(固定,不可调换)
factors.py → FactorSnapshot(含 data_source_meta)
rule_engine.py → 权威 plan dict(所有数字在此步定死)
- LLM → 接收已定死 plan dict,只写 rationale / risk_notes
- validator → 校验 plan_summary_block 数值一致(M4)
与 wp-action-planner 的区别
| wp-action-planner | wp-generate-execution-plan |
|---|
| 数字来源 | LLM 产出(不可信) | 规则引擎(确定性) |
| type | function_call | function_call |
| AI 角色 | 翻译对话为行动 | 只写解释文案 |