update

README.md

@@ -36,9 +36,10 @@
 1. **配置声明角色**：在 `config.json`/`DepartmentSettings` 中补充 `description` 与 `data_scope`，`department_prompt()` 拼接角色指令，实现职责以 Prompt 管理而非硬编码。
 2. **统一数据层**：新增 `DataBroker`（或同类工具）封装常用查询，代理与部门通过声明式 JSON 请求所需表/字段/窗口，由服务端执行并返回特征。
 3. **双阶段 LLM 工作流**：第一阶段让 LLM 输出结构化 `data_requests`，服务端取数后将摘要回填，第二阶段再生成最终行动与解释，形成闭环。
-4. **审计与前端联动**：把角色提示、数据请求与执行摘要写入 `agent_utils` 附加字段，使 Streamlit 能完整呈现“角色 → 请求 → 决策”的链条。
+4. **函数式工具调用**：DeepSeek 等 OpenAI 兼容模型已通过 function calling 接口接入 `fetch_data` 工具，LLM 按 schema 返回字段/窗口请求，系统使用 `DataBroker` 校验并补数后回传 tool result，再继续对话生成最终意见，避免字段错误与手写 JSON 校验。
+5. **审计与前端联动**：把角色提示、数据请求与执行摘要写入 `agent_utils` 附加字段，使 Streamlit 能完整呈现“角色 → 请求 → 决策”的链条。
 
-目前部门 LLM 已支持通过在 JSON 中返回 `data_requests` 触发追加查询：系统会使用 `DataBroker` 验证字段后补充最近数据窗口，再带着查询结果进入下一轮提示，从而形成“请求→取数→复议”的闭环。
+目前部门 LLM 通过 function calling 暴露的 `fetch_data` 工具触发追加查询：模型按 schema 声明需要的 `table.column` 字段与窗口，系统使用 `DataBroker` 验证后补齐数据并作为工具响应回传，再带着查询结果进入下一轮提示，从而形成“请求 → 取数 → 复议”的闭环。
 
 上述调整可在单个部门先行做 PoC，验证闭环能力后再推广至全部角色。
 

app/agents/departments.py

@@ -6,11 +6,11 @@ from dataclasses import dataclass, field
 from typing import Any, Callable, Dict, List, Mapping, Optional, Sequence, Tuple
 
 from app.agents.base import AgentAction
-from app.llm.client import run_llm_with_config
+from app.llm.client import call_endpoint_with_messages, run_llm_with_config, LLMError
 from app.llm.prompts import department_prompt
 from app.utils.config import AppConfig, DepartmentSettings, LLMConfig
 from app.utils.logging import get_logger
-from app.utils.data_access import DataBroker, parse_field_path
+from app.utils.data_access import DataBroker
 
 LOGGER = get_logger(__name__)
 LOG_EXTRA = {"stage": "department"}
@@ -85,74 +85,95 @@ class DepartmentAgent:
             "你是一个多智能体量化投研系统中的分部决策者，需要根据提供的结构化信息给出买卖意见。"
         )
         llm_cfg = self._get_llm_config()
-        supplement_chunks: List[str] = []
+
+        if llm_cfg.strategy not in (None, "", "single") or llm_cfg.ensemble:
+            LOGGER.warning(
+                "部门 %s 当前配置不支持函数调用模式，回退至传统提示",
+                self.settings.code,
+                extra=LOG_EXTRA,
+            )
+            return self._analyze_legacy(mutable_context, system_prompt)
+
+        tools = self._build_tools()
+        messages: List[Dict[str, object]] = []
+        if system_prompt:
+            messages.append({"role": "system", "content": system_prompt})
+        messages.append(
+            {
+                "role": "user",
+                "content": department_prompt(self.settings, mutable_context),
+            }
+        )
+
         transcript: List[str] = []
-        delivered_requests = {
+        delivered_requests: set[Tuple[str, int]] = {
             (field, 1)
             for field in (mutable_context.raw.get("scope_values") or {}).keys()
         }
 
-        response = ""
+        primary_endpoint = llm_cfg.primary
-        decision_data: Dict[str, Any] = {}
+        final_message: Optional[Dict[str, Any]] = None
+
         for round_idx in range(self._max_rounds):
-            supplement_text = "\n\n".join(chunk for chunk in supplement_chunks if chunk)
-            prompt = department_prompt(self.settings, mutable_context, supplements=supplement_text)
             try:
-                response = run_llm_with_config(llm_cfg, prompt, system=system_prompt)
+                response = call_endpoint_with_messages(
-            except Exception as exc:  # noqa: BLE001
+                    primary_endpoint,
-                LOGGER.exception(
+                    messages,
-                    "部门 %s 调用 LLM 失败：%s",
+                    tools=tools,
+                    tool_choice="auto",
+                )
+            except LLMError as exc:
+                LOGGER.warning(
+                    "部门 %s 函数调用失败，回退传统提示：%s",
                     self.settings.code,
                     exc,
                     extra=LOG_EXTRA,
                 )
-                return DepartmentDecision(
+                return self._analyze_legacy(mutable_context, system_prompt)
-                    department=self.settings.code,
-                    action=AgentAction.HOLD,
-                    confidence=0.0,
-                    summary=f"LLM 调用失败：{exc}",
-                    raw_response=str(exc),
-                )
 
-            transcript.append(response)
+            choice = (response.get("choices") or [{}])[0]
-            decision_data = _parse_department_response(response)
+            message = choice.get("message", {})
-            data_requests = _parse_data_requests(decision_data)
+            transcript.append(_message_to_text(message))
-            filtered_requests = [
-                req
-                for req in data_requests
-                if (req.field, req.window) not in delivered_requests
-            ]
 
-            if filtered_requests and round_idx < self._max_rounds - 1:
+            tool_calls = message.get("tool_calls") or []
-                lines, payload, delivered = self._fulfill_data_requests(
+            if tool_calls:
-                    mutable_context, filtered_requests
+                for call in tool_calls:
-                )
+                    tool_response, delivered = self._handle_tool_call(
-                if payload:
+                        mutable_context,
-                    supplement_chunks.append(
+                        call,
-                        f"回合 {round_idx + 1} 追加数据:\n" + "\n".join(lines)
+                        delivered_requests,
+                        round_idx,
                     )
-                    mutable_context.raw.setdefault("supplement_data", []).extend(payload)
+                    transcript.append(
-                    mutable_context.raw.setdefault("supplement_rounds", []).append(
+                        json.dumps({"tool_response": tool_response}, ensure_ascii=False)
+                    )
+                    messages.append(
                         {
-                            "round": round_idx + 1,
+                            "role": "tool",
-                            "requests": [req.__dict__ for req in filtered_requests],
+                            "tool_call_id": call.get("id"),
-                            "data": payload,
+                            "name": call.get("function", {}).get("name"),
+                            "content": json.dumps(tool_response, ensure_ascii=False),
                         }
                     )
                     delivered_requests.update(delivered)
-                    decision_data.pop("data_requests", None)
+                continue
-                    continue
+
-                LOGGER.debug(
+            final_message = message
-                    "部门 %s 数据请求无结果：%s",
-                    self.settings.code,
-                    filtered_requests,
-                    extra=LOG_EXTRA,
-                )
-            decision_data.pop("data_requests", None)
             break
 
+        if final_message is None:
+            LOGGER.warning(
+                "部门 %s 函数调用达到轮次上限仍未返回文本，使用最后一次消息",
+                self.settings.code,
+                extra=LOG_EXTRA,
+            )
+            final_message = message
+
         mutable_context.raw["supplement_transcript"] = list(transcript)
 
+        content_text = _extract_message_content(final_message)
+        decision_data = _parse_department_response(content_text)
+
         action = _normalize_action(decision_data.get("action"))
         confidence = _clamp_float(decision_data.get("confidence"), default=0.5)
         summary = decision_data.get("summary") or decision_data.get("reason") or ""
@@ -170,7 +191,7 @@ class DepartmentAgent:
             summary=summary or "未提供摘要",
             signals=[str(sig) for sig in signals if sig],
             risks=[str(risk) for risk in risks if risk],
-            raw_response="\n\n".join(transcript) if transcript else response,
+            raw_response=content_text,
             supplements=list(mutable_context.raw.get("supplement_data", [])),
             dialogue=list(transcript),
         )
@@ -208,16 +229,16 @@ class DepartmentAgent:
             field = req.field.strip()
             if not field:
                 continue
+            resolved = self._broker.resolve_field(field)
+            if not resolved:
+                lines.append(f"- {field}: 字段不存在或不可用")
+                continue
             if req.window <= 1:
                 if field not in latest_fields:
                     latest_fields.append(field)
                 delivered.add((field, 1))
                 continue
-            parsed = parse_field_path(field)
+            series_requests.append((req, resolved))
-            if not parsed:
-                lines.append(f"- {field}: 字段不合法，已忽略")
-                continue
-            series_requests.append((req, parsed))
             delivered.add((field, req.window))
 
         if latest_fields:
@@ -251,11 +272,186 @@ class DepartmentAgent:
                 lines.append(
                     f"- {req.field} (window={req.window}): (数据缺失)"
                 )
-            payload.append({"field": req.field, "window": req.window, "values": series})
+            payload.append(
+                {
+                    "field": req.field,
+                    "window": req.window,
+                    "values": [
+                        {"trade_date": dt, "value": val}
+                        for dt, val in series
+                    ],
+                }
+            )
 
         return lines, payload, delivered
 
 
+    def _handle_tool_call(
+        self,
+        context: DepartmentContext,
+        call: Mapping[str, Any],
+        delivered_requests: set[Tuple[str, int]],
+        round_idx: int,
+    ) -> Tuple[Dict[str, Any], set[Tuple[str, int]]]:
+        function_block = call.get("function") or {}
+        name = function_block.get("name") or ""
+        if name != "fetch_data":
+            LOGGER.warning(
+                "部门 %s 收到未知工具调用：%s",
+                self.settings.code,
+                name,
+                extra=LOG_EXTRA,
+            )
+            return {
+                "status": "error",
+                "message": f"未知工具 {name}",
+            }, set()
+
+        args = _parse_tool_arguments(function_block.get("arguments"))
+        raw_requests = args.get("requests") or []
+        requests: List[DataRequest] = []
+        skipped: List[str] = []
+        for item in raw_requests:
+            field = str(item.get("field", "")).strip()
+            if not field:
+                continue
+            try:
+                window = int(item.get("window", 1))
+            except (TypeError, ValueError):
+                window = 1
+            window = max(1, min(window, getattr(self._broker, "MAX_WINDOW", 120)))
+            key = (field, window)
+            if key in delivered_requests:
+                skipped.append(field)
+                continue
+            requests.append(DataRequest(field=field, window=window))
+
+        if not requests:
+            return {
+                "status": "ok",
+                "round": round_idx + 1,
+                "results": [],
+                "skipped": skipped,
+            }, set()
+
+        lines, payload, delivered = self._fulfill_data_requests(context, requests)
+        if payload:
+            context.raw.setdefault("supplement_data", []).extend(payload)
+            context.raw.setdefault("supplement_rounds", []).append(
+                {
+                    "round": round_idx + 1,
+                    "requests": [req.__dict__ for req in requests],
+                    "data": payload,
+                    "notes": lines,
+                }
+            )
+        if lines:
+            context.raw.setdefault("supplement_notes", []).append(
+                {
+                    "round": round_idx + 1,
+                    "lines": lines,
+                }
+            )
+
+        response_payload = {
+            "status": "ok",
+            "round": round_idx + 1,
+            "results": payload,
+            "notes": lines,
+            "skipped": skipped,
+        }
+        return response_payload, delivered
+
+
+    def _build_tools(self) -> List[Dict[str, Any]]:
+        max_window = getattr(self._broker, "MAX_WINDOW", 120)
+        return [
+            {
+                "type": "function",
+                "function": {
+                    "name": "fetch_data",
+                    "description": (
+                        "根据字段请求数据库中的最新值或时间序列。支持 table.column 格式的字段，"
+                        "window 表示希望返回的最近数据点数量。"
+                    ),
+                    "parameters": {
+                        "type": "object",
+                        "properties": {
+                            "requests": {
+                                "type": "array",
+                                "items": {
+                                    "type": "object",
+                                    "properties": {
+                                        "field": {
+                                            "type": "string",
+                                            "description": "数据字段，格式为 table.column",
+                                        },
+                                        "window": {
+                                            "type": "integer",
+                                            "minimum": 1,
+                                            "maximum": max_window,
+                                            "description": "返回最近多少个数据点，默认为 1",
+                                        },
+                                    },
+                                    "required": ["field"],
+                                },
+                                "minItems": 1,
+                            }
+                        },
+                        "required": ["requests"],
+                    },
+                },
+            }
+        ]
+
+    def _analyze_legacy(
+        self,
+        context: DepartmentContext,
+        system_prompt: str,
+    ) -> DepartmentDecision:
+        prompt = department_prompt(self.settings, context)
+        llm_cfg = self._get_llm_config()
+        try:
+            response = run_llm_with_config(llm_cfg, prompt, system=system_prompt)
+        except Exception as exc:  # noqa: BLE001
+            LOGGER.exception(
+                "部门 %s 调用 LLM 失败：%s",
+                self.settings.code,
+                exc,
+                extra=LOG_EXTRA,
+            )
+            return DepartmentDecision(
+                department=self.settings.code,
+                action=AgentAction.HOLD,
+                confidence=0.0,
+                summary=f"LLM 调用失败：{exc}",
+                raw_response=str(exc),
+            )
+
+        context.raw["supplement_transcript"] = [response]
+        decision_data = _parse_department_response(response)
+        action = _normalize_action(decision_data.get("action"))
+        confidence = _clamp_float(decision_data.get("confidence"), default=0.5)
+        summary = decision_data.get("summary") or decision_data.get("reason") or ""
+        signals = decision_data.get("signals") or decision_data.get("rationale") or []
+        if isinstance(signals, str):
+            signals = [signals]
+        risks = decision_data.get("risks") or decision_data.get("warnings") or []
+        if isinstance(risks, str):
+            risks = [risks]
+
+        decision = DepartmentDecision(
+            department=self.settings.code,
+            action=action,
+            confidence=confidence,
+            summary=summary or "未提供摘要",
+            signals=[str(sig) for sig in signals if sig],
+            risks=[str(risk) for risk in risks if risk],
+            raw_response=response,
+            supplements=list(context.raw.get("supplement_data", [])),
+            dialogue=[response],
+        )
+        return decision
 def _ensure_mutable_context(context: DepartmentContext) -> DepartmentContext:
     if not isinstance(context.features, dict):
         context.features = dict(context.features or {})
@@ -302,6 +498,54 @@ def _parse_data_requests(payload: Mapping[str, Any]) -> List[DataRequest]:
     return requests
 
 
+def _parse_tool_arguments(payload: Any) -> Dict[str, Any]:
+    if isinstance(payload, dict):
+        return dict(payload)
+    if isinstance(payload, str):
+        try:
+            data = json.loads(payload)
+        except json.JSONDecodeError:
+            LOGGER.debug("工具参数解析失败：%s", payload, extra=LOG_EXTRA)
+            return {}
+        if isinstance(data, dict):
+            return data
+    return {}
+
+
+def _message_to_text(message: Mapping[str, Any]) -> str:
+    content = message.get("content")
+    if isinstance(content, list):
+        parts: List[str] = []
+        for item in content:
+            if isinstance(item, Mapping) and "text" in item:
+                parts.append(str(item.get("text", "")))
+            else:
+                parts.append(str(item))
+        if parts:
+            return "".join(parts)
+    elif isinstance(content, str) and content.strip():
+        return content
+    tool_calls = message.get("tool_calls")
+    if tool_calls:
+        return json.dumps({"tool_calls": tool_calls}, ensure_ascii=False)
+    return ""
+
+
+def _extract_message_content(message: Mapping[str, Any]) -> str:
+    content = message.get("content")
+    if isinstance(content, list):
+        texts = [
+            str(item.get("text", ""))
+            for item in content
+            if isinstance(item, Mapping) and "text" in item
+        ]
+        if texts:
+            return "".join(texts)
+    if isinstance(content, str):
+        return content
+    return json.dumps(message, ensure_ascii=False)
+
+
 class DepartmentManager:
     """Orchestrates all departments defined in configuration."""
 

app/llm/client.py

@@ -11,6 +11,8 @@ import requests
 from app.utils.config import (
     DEFAULT_LLM_BASE_URLS,
     DEFAULT_LLM_MODELS,
+    DEFAULT_LLM_TEMPERATURES,
+    DEFAULT_LLM_TIMEOUTS,
     LLMConfig,
     LLMEndpoint,
     get_config,
@@ -34,8 +36,8 @@ def _default_model(provider: str) -> str:
     return DEFAULT_LLM_MODELS.get(provider, DEFAULT_LLM_MODELS["ollama"])
 
 
-def _build_messages(prompt: str, system: Optional[str] = None) -> List[Dict[str, str]]:
+def _build_messages(prompt: str, system: Optional[str] = None) -> List[Dict[str, object]]:
-    messages: List[Dict[str, str]] = []
+    messages: List[Dict[str, object]] = []
     if system:
         messages.append({"role": "system", "content": system})
     messages.append({"role": "user", "content": prompt})
@@ -70,38 +72,39 @@ def _request_ollama(
     return str(content)
 
 
-def _request_openai(
+def _request_openai_chat(
-    model: str,
-    prompt: str,
     *,
     base_url: str,
     api_key: str,
+    model: str,
+    messages: List[Dict[str, object]],
     temperature: float,
     timeout: float,
-    system: Optional[str],
+    tools: Optional[List[Dict[str, object]]] = None,
-) -> str:
+    tool_choice: Optional[object] = None,
+) -> Dict[str, object]:
     url = f"{base_url.rstrip('/')}/v1/chat/completions"
     headers = {
         "Authorization": f"Bearer {api_key}",
         "Content-Type": "application/json",
     }
-    payload = {
+    payload: Dict[str, object] = {
         "model": model,
-        "messages": _build_messages(prompt, system),
+        "messages": messages,
         "temperature": temperature,
     }
+    if tools:
+        payload["tools"] = tools
+        if tool_choice is not None:
+            payload["tool_choice"] = tool_choice
     LOGGER.debug("调用 OpenAI 兼容接口: %s %s", model, url, extra=LOG_EXTRA)
     response = requests.post(url, headers=headers, json=payload, timeout=timeout)
     if response.status_code != 200:
         raise LLMError(f"OpenAI API 调用失败: {response.status_code} {response.text}")
-    data = response.json()
+    return response.json()
-    try:
-        return data["choices"][0]["message"]["content"].strip()
-    except (KeyError, IndexError) as exc:
-        raise LLMError(f"OpenAI 响应解析失败: {json.dumps(data, ensure_ascii=False)}") from exc
 
 
-def _call_endpoint(endpoint: LLMEndpoint, prompt: str, system: Optional[str]) -> str:
+def _prepare_endpoint(endpoint: LLMEndpoint) -> Dict[str, object]:
     cfg = get_config()
     provider_key = (endpoint.provider or "ollama").lower()
     provider_cfg = cfg.llm_providers.get(provider_key)
@@ -128,14 +131,30 @@ def _call_endpoint(endpoint: LLMEndpoint, prompt: str, system: Optional[str]) ->
     else:
         base_url = base_url or _default_base_url(provider_key)
         model = model or _default_model(provider_key)
+
         if temperature is None:
             temperature = DEFAULT_LLM_TEMPERATURES.get(provider_key, 0.2)
         if timeout is None:
             timeout = DEFAULT_LLM_TIMEOUTS.get(provider_key, 30.0)
         mode = "ollama" if provider_key == "ollama" else "openai"
 
-    temperature = max(0.0, min(float(temperature), 2.0))
+    return {
-    timeout = max(5.0, float(timeout))
+        "provider_key": provider_key,
+        "mode": mode,
+        "base_url": base_url,
+        "api_key": api_key,
+        "model": model,
+        "temperature": max(0.0, min(float(temperature), 2.0)),
+        "timeout": max(5.0, float(timeout)),
+        "prompt_template": prompt_template,
+    }
+
+
+def _call_endpoint(endpoint: LLMEndpoint, prompt: str, system: Optional[str]) -> str:
+    resolved = _prepare_endpoint(endpoint)
+    provider_key = resolved["provider_key"]
+    mode = resolved["mode"]
+    prompt_template = resolved["prompt_template"]
 
     if prompt_template:
         try:
@@ -143,6 +162,40 @@ def _call_endpoint(endpoint: LLMEndpoint, prompt: str, system: Optional[str]) ->
         except Exception:  # noqa: BLE001
             LOGGER.warning("Prompt 模板格式化失败，使用原始 prompt", extra=LOG_EXTRA)
 
+    messages = _build_messages(prompt, system)
+    response = call_endpoint_with_messages(
+        endpoint,
+        messages,
+        tools=None,
+    )
+    if mode == "ollama":
+        message = response.get("message") or {}
+        content = message.get("content", "")
+        if isinstance(content, list):
+            return "".join(chunk.get("text", "") or chunk.get("content", "") for chunk in content)
+        return str(content)
+    try:
+        return response["choices"][0]["message"]["content"].strip()
+    except (KeyError, IndexError) as exc:
+        raise LLMError(f"OpenAI 响应解析失败: {json.dumps(response, ensure_ascii=False)}") from exc
+
+
+def call_endpoint_with_messages(
+    endpoint: LLMEndpoint,
+    messages: List[Dict[str, object]],
+    *,
+    tools: Optional[List[Dict[str, object]]] = None,
+    tool_choice: Optional[object] = None,
+) -> Dict[str, object]:
+    resolved = _prepare_endpoint(endpoint)
+    provider_key = resolved["provider_key"]
+    mode = resolved["mode"]
+    base_url = resolved["base_url"]
+    model = resolved["model"]
+    temperature = resolved["temperature"]
+    timeout = resolved["timeout"]
+    api_key = resolved["api_key"]
+
     LOGGER.info(
         "触发 LLM 请求：provider=%s model=%s base=%s",
         provider_key,
@@ -151,28 +204,36 @@ def _call_endpoint(endpoint: LLMEndpoint, prompt: str, system: Optional[str]) ->
         extra=LOG_EXTRA,
     )
 
-    if mode != "ollama":
+    if mode == "ollama":
-        if not api_key:
+        if tools:
-            raise LLMError(f"缺少 {provider_key} API Key (model={model})")
+            raise LLMError("当前 provider 不支持函数调用/工具模式")
-        return _request_openai(
+        payload = {
-            model,
+            "model": model,
-            prompt,
+            "messages": messages,
-            base_url=base_url,
+            "stream": False,
-            api_key=api_key,
+            "options": {"temperature": temperature},
-            temperature=temperature,
+        }
+        response = requests.post(
+            f"{base_url.rstrip('/')}/api/chat",
+            json=payload,
             timeout=timeout,
-            system=system,
         )
-    if base_url:
+        if response.status_code != 200:
-        return _request_ollama(
+            raise LLMError(f"Ollama 调用失败: {response.status_code} {response.text}")
-            model,
+        return response.json()
-            prompt,
+
-            base_url=base_url,
+    if not api_key:
-            temperature=temperature,
+        raise LLMError(f"缺少 {provider_key} API Key (model={model})")
-            timeout=timeout,
+    return _request_openai_chat(
-            system=system,
+        base_url=base_url,
-        )
+        api_key=api_key,
-    raise LLMError(f"不支持的 LLM provider: {endpoint.provider}")
+        model=model,
+        messages=messages,
+        temperature=temperature,
+        timeout=timeout,
+        tools=tools,
+        tool_choice=tool_choice,
+    )
 
 
 def _normalize_response(text: str) -> str:

app/utils/data_access.py

@@ -3,7 +3,7 @@ from __future__ import annotations
 
 import re
 from dataclasses import dataclass
-from typing import Dict, Iterable, List, Sequence, Tuple
+from typing import Dict, Iterable, List, Optional, Sequence, Tuple
 
 from .db import db_session
 from .logging import get_logger
@@ -42,6 +42,29 @@ def parse_field_path(path: str) -> Tuple[str, str] | None:
 class DataBroker:
     """Lightweight data access helper for agent/LLM consumption."""
 
+    FIELD_ALIASES: Dict[str, Dict[str, str]] = {
+        "daily": {
+            "volume": "vol",
+            "vol": "vol",
+            "turnover": "amount",
+        },
+        "daily_basic": {
+            "turnover": "turnover_rate",
+            "turnover_rate": "turnover_rate",
+            "turnover_rate_f": "turnover_rate_f",
+            "volume_ratio": "volume_ratio",
+            "pe": "pe",
+            "pb": "pb",
+            "ps": "ps",
+            "ps_ttm": "ps_ttm",
+        },
+        "stk_limit": {
+            "up": "up_limit",
+            "down": "down_limit",
+        },
+    }
+    MAX_WINDOW: int = 120
+
     def fetch_latest(
         self,
         ts_code: str,
@@ -51,16 +74,18 @@ class DataBroker:
         """Fetch the latest value (<= trade_date) for each requested field."""
 
         grouped: Dict[str, List[str]] = {}
+        field_map: Dict[Tuple[str, str], List[str]] = {}
         for item in fields:
             if not item:
                 continue
-            normalized = _safe_split(str(item))
+            resolved = self.resolve_field(str(item))
-            if not normalized:
+            if not resolved:
                 continue
-            table, column = normalized
+            table, column = resolved
             grouped.setdefault(table, [])
             if column not in grouped[table]:
                 grouped[table].append(column)
+            field_map.setdefault((table, column), []).append(str(item))
 
         if not grouped:
             return {}
@@ -91,8 +116,8 @@ class DataBroker:
                     value = row[column]
                     if value is None:
                         continue
-                    key = f"{table}.{column}"
+                    for original in field_map.get((table, column), [f"{table}.{column}"]):
-                    results[key] = float(value)
+                        results[original] = float(value)
         return results
 
     def fetch_series(
@@ -107,10 +132,19 @@ class DataBroker:
 
         if window <= 0:
             return []
-        if not (_is_safe_identifier(table) and _is_safe_identifier(column)):
+        window = min(window, self.MAX_WINDOW)
+        resolved_field = self.resolve_field(f"{table}.{column}")
+        if not resolved_field:
+            LOGGER.debug(
+                "时间序列字段不存在 table=%s column=%s",
+                table,
+                column,
+                extra=LOG_EXTRA,
+            )
             return []
+        table, resolved = resolved_field
         query = (
-            f"SELECT trade_date, {column} FROM {table} "
+            f"SELECT trade_date, {resolved} FROM {table} "
             "WHERE ts_code = ? AND trade_date <= ? "
             "ORDER BY trade_date DESC LIMIT ?"
         )
@@ -128,7 +162,7 @@ class DataBroker:
                 return []
         series: List[Tuple[str, float]] = []
         for row in rows:
-            value = row[column]
+            value = row[resolved]
             if value is None:
                 continue
             series.append((row["trade_date"], float(value)))
@@ -163,3 +197,57 @@ class DataBroker:
                 )
                 return False
         return row is not None
+
+    def resolve_field(self, field: str) -> Optional[Tuple[str, str]]:
+        normalized = _safe_split(field)
+        if not normalized:
+            return None
+        table, column = normalized
+        resolved = self._resolve_column(table, column)
+        if not resolved:
+            LOGGER.debug(
+                "字段不存在 table=%s column=%s",
+                table,
+                column,
+                extra=LOG_EXTRA,
+            )
+            return None
+        return table, resolved
+
+    def _get_table_columns(self, table: str) -> Optional[set[str]]:
+        if not _is_safe_identifier(table):
+            return None
+        cache = getattr(self, "_column_cache", None)
+        if cache is None:
+            cache = {}
+            self._column_cache = cache
+        if table in cache:
+            return cache[table]
+        try:
+            with db_session(read_only=True) as conn:
+                rows = conn.execute(f"PRAGMA table_info({table})").fetchall()
+        except Exception as exc:  # noqa: BLE001
+            LOGGER.debug("获取表字段失败 table=%s err=%s", table, exc, extra=LOG_EXTRA)
+            cache[table] = None
+            return None
+        if not rows:
+            cache[table] = None
+            return None
+        columns = {row["name"] for row in rows if row["name"]}
+        cache[table] = columns
+        return columns
+
+    def _resolve_column(self, table: str, column: str) -> Optional[str]:
+        columns = self._get_table_columns(table)
+        if columns is None:
+            return None
+        alias_map = self.FIELD_ALIASES.get(table, {})
+        candidate = alias_map.get(column, column)
+        if candidate in columns:
+            return candidate
+        # Try lower-case or fallback alias normalization
+        lowered = candidate.lower()
+        for name in columns:
+            if name.lower() == lowered:
+                return name
+        return None