wp-generate-execution-plan

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

1. 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。
2. 约束派生自 13 条纪律手册,不新建。 直接读 app/discipline/config.py。
3. 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)

1. factors.py → FactorSnapshot(含 data_source_meta)
2. rule_engine.py → 权威 plan dict(所有数字在此步定死)
3. LLM → 接收已定死 plan dict,只写 rationale / risk_notes
4. 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