2026-03-07 00:04:29 +08:00
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# AI 数据分析 Agent
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2026-01-06 19:44:17 +08:00
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2026-03-07 00:04:29 +08:00
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一个真正由 AI 驱动的数据分析系统,能够像人类分析师一样理解数据、自主规划分析、执行任务并生成洞察性报告。
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## 特性
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- **AI 驱动决策**:让 AI 做决策,而不是执行预定义的规则
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- **动态适应**:根据数据特征和发现动态调整分析计划
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- **隐私保护**:AI 不读取原始数据,只通过工具获取摘要信息
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- **工具驱动**:通过动态工具集赋能 AI 的分析能力
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- **自然语言交互**:用自然语言描述需求,系统自动理解并执行
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- **模板支持**:支持使用模板作为参考框架,同时保持灵活性
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2026-03-07 00:04:29 +08:00
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## 快速开始
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### 安装
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1. 克隆仓库:
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```bash
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git clone <repository-url>
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cd <repository-name>
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```
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2. 安装依赖:
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```bash
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pip install -r requirements.txt
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```
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3. 配置环境变量:
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创建 `.env` 文件(参考 `.env.example`):
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```bash
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cp .env.example .env
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```
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2026-03-07 00:04:29 +08:00
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编辑 `.env` 文件,设置 OpenAI API 密钥:
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```
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OPENAI_API_KEY=your_api_key_here
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OPENAI_BASE_URL=https://api.openai.com/v1
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OPENAI_MODEL=gpt-4
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```
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2026-03-07 00:04:29 +08:00
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### 基本使用
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#### 方式1:命令行接口
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```bash
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# 完全自主分析
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python -m src.cli data.csv
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# 指定分析需求
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python -m src.cli data.csv -r "分析工单健康度"
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# 使用模板
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python -m src.cli data.csv -t templates/ticket_analysis.md
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# 指定输出目录
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python -m src.cli data.csv -o results/
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# 显示详细日志
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python -m src.cli data.csv -v
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```
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#### 方式2:Python API
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```python
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from src.main import run_analysis
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# 运行分析
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result = run_analysis(
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data_file="data.csv",
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user_requirement="分析工单健康度",
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output_dir="output"
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)
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# 检查结果
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if result['success']:
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print(f"报告路径: {result['report_path']}")
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print(f"执行时间: {result['elapsed_time']:.1f}秒")
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else:
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print(f"分析失败: {result['error']}")
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```
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2026-03-07 00:04:29 +08:00
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## 使用场景
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### 场景1:完全自主分析
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只需提供数据文件,AI 会自动:
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- 识别数据类型(工单、销售、用户等)
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- 推断关键字段的业务含义
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- 自主决定分析维度
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- 生成合理的分析计划
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- 执行分析并生成报告
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```bash
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python -m src.cli cleaned_data.csv
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```
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**输出示例**:
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```
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数据类型:工单数据
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关键发现:
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* 待处理工单占比50%(异常高)
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* 某车型问题占比80%
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* 平均处理时长超过标准2倍
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建议:优先处理该车型的积压工单
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```
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### 场景2:指定分析方向
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用自然语言描述需求,AI 会:
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- 理解抽象概念的业务含义
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- 将其转化为具体指标
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- 根据数据特征选择合适的分析方法
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- 生成针对性的报告
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```bash
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python -m src.cli cleaned_data.csv -r "我想了解工单的健康度"
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```
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**AI 理解**:
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- 健康度 = 关闭率 + 处理效率 + 积压情况 + 响应及时性
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**AI 分析**:
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- 关闭率:75%(中等)
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- 平均处理时长:48小时(偏长)
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- 积压工单:50%(严重)
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- 健康度评分:60/100(需改进)
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### 场景3:使用模板
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使用模板作为参考框架,AI 会:
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- 理解模板的结构和要求
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- 检查数据是否满足模板要求
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- 如果数据缺少某些字段,灵活调整
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- 按模板结构组织报告
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```bash
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python -m src.cli cleaned_data.csv -t templates/ticket_analysis.md
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```
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### 场景4:迭代深入分析
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AI 能根据发现自主深入分析:
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- 识别异常或关键发现
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- 自主决定是否需要深入分析
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- 动态调整分析计划
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- 追踪问题的根因
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## 系统架构
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系统采用五阶段流水线架构,每个阶段都由 AI 驱动:
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```
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数据输入 → 数据理解 → 需求理解 → 分析规划 → 任务执行 → 报告生成
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```
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### 1. 数据理解(Data Understanding)
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- 加载和解析 CSV 文件
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- 推断数据类型和业务含义
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- 识别关键字段
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- 评估数据质量
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### 2. 需求理解(Requirement Understanding)
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- 解析用户的自然语言需求
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- 将抽象概念转化为具体指标
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- 解析和理解分析模板
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- 检查数据是否支持需求
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### 3. 分析规划(Analysis Planning)
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- 根据数据特征和需求生成任务列表
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- 确定任务优先级和依赖关系
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- 选择合适的分析方法
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- 生成初始工具配置
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### 4. 任务执行(Task Execution)
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- 使用 ReAct 模式(思考-行动-观察)执行任务
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- 动态选择和调用工具
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- 验证结果并处理错误
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- 根据发现动态调整计划
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### 5. 报告生成(Report Generation)
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- 提炼关键发现
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- 组织报告结构
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- 生成结论和建议
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- 嵌入图表和可视化
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## 命令行参数
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```
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usage: python -m src.cli [-h] [-r REQUIREMENT] [-t TEMPLATE] [-o OUTPUT]
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[-v] [--no-progress] [--version]
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data_file
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positional arguments:
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data_file 数据文件路径(CSV 格式)
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optional arguments:
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-h, --help 显示帮助信息
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-r, --requirement 用户需求(自然语言)
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-t, --template 模板文件路径(Markdown 格式)
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-o, --output 输出目录,默认为 "output"
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-v, --verbose 显示详细日志
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--no-progress 不显示进度条
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--version 显示版本信息
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```
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## 配置说明
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### 环境变量配置
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在 `.env` 文件中配置以下参数:
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```bash
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# OpenAI API 配置
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OPENAI_API_KEY=your_api_key_here
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OPENAI_BASE_URL=https://api.openai.com/v1
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OPENAI_MODEL=gpt-4
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# 性能参数
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MAX_RETRIES=3
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TIMEOUT=120
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MAX_ITERATIONS=10
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# 输出配置
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OUTPUT_DIR=output
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LOG_LEVEL=INFO
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```
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### 配置文件
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可以创建 `config.json` 文件(参考 `config.example.json`):
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```json
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{
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"llm": {
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"provider": "openai",
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"model": "gpt-4",
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"temperature": 0.7,
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"max_tokens": 4000
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},
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"performance": {
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"max_retries": 3,
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"timeout": 120,
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"max_iterations": 10
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},
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"output": {
|
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"dir": "output",
|
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"format": "markdown"
|
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|
|
}
|
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|
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|
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}
|
|
|
|
|
|
```
|
|
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|
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|
|
|
|
## 输出文件
|
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|
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|
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|
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分析完成后,输出目录包含:
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|
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|
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- `analysis_report.md` - 分析报告(Markdown 格式)
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- `analysis.log` - 执行日志
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- `*.png` - 生成的图表(如果有)
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- `data_profile.json` - 数据画像(可选)
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- `analysis_plan.json` - 分析计划(可选)
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|
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|
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## 工具系统
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|
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系统提供丰富的分析工具,并根据数据特征动态调整:
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|
|
|
|
|
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|
|
|
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### 数据查询工具
|
|
|
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|
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- `get_column_distribution` - 获取列的分布统计
|
|
|
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|
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- `get_value_counts` - 获取值计数
|
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- `get_time_series` - 获取时间序列数据
|
|
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|
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- `get_correlation` - 获取相关性分析
|
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|
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|
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|
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|
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### 统计分析工具
|
|
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|
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- `calculate_statistics` - 计算描述性统计
|
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|
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|
|
- `perform_groupby` - 执行分组聚合
|
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|
|
- `detect_outliers` - 检测异常值
|
|
|
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|
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- `calculate_trend` - 计算趋势
|
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|
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|
|
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|
|
|
|
### 可视化工具
|
|
|
|
|
|
- `create_bar_chart` - 创建柱状图
|
|
|
|
|
|
- `create_line_chart` - 创建折线图
|
|
|
|
|
|
- `create_pie_chart` - 创建饼图
|
|
|
|
|
|
- `create_heatmap` - 创建热力图
|
|
|
|
|
|
- `ai_picture` - AI 智能画图
|
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|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 隐私保护
|
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|
|
|
|
|
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|
|
|
|
系统遵循严格的隐私保护原则:
|
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|
|
|
|
|
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|
|
|
|
- **数据访问限制**:AI 不能直接访问原始数据
|
|
|
|
|
|
- **工具驱动**:只能通过工具获取聚合结果
|
|
|
|
|
|
- **元数据优先**:数据画像只包含元数据和统计摘要
|
|
|
|
|
|
- **本地处理**:所有原始数据处理在本地完成,不上传到外部服务
|
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|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 性能指标
|
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|
|
|
|
|
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|
|
|
|
- 数据理解阶段:< 30秒
|
|
|
|
|
|
- 分析规划阶段:< 60秒
|
|
|
|
|
|
- 单个任务执行:< 120秒
|
|
|
|
|
|
- 完整分析流程:< 30分钟(取决于数据大小和任务数量)
|
|
|
|
|
|
- 支持最大 100万行数据
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 故障排除
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
### 问题1:找不到 OpenAI API 密钥
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**错误信息**:`OpenAI API key not found`
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**解决方案**:
|
|
|
|
|
|
1. 确保 `.env` 文件存在
|
|
|
|
|
|
2. 检查 `OPENAI_API_KEY` 是否正确设置
|
|
|
|
|
|
3. 确保 `.env` 文件在项目根目录
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
### 问题2:数据加载失败
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**错误信息**:`Failed to load data file`
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**解决方案**:
|
|
|
|
|
|
1. 检查文件路径是否正确
|
|
|
|
|
|
2. 确保文件是 CSV 格式
|
|
|
|
|
|
3. 尝试使用 `-v` 参数查看详细错误信息
|
|
|
|
|
|
4. 检查文件编码(系统会自动尝试多种编码)
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
### 问题3:分析失败
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**错误信息**:`Analysis failed`
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**解决方案**:
|
|
|
|
|
|
1. 检查日志文件 `output/analysis.log`
|
|
|
|
|
|
2. 确保数据文件不为空
|
|
|
|
|
|
3. 确保数据格式正确
|
|
|
|
|
|
4. 检查 API 配额是否充足
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
### 问题4:AI 调用超时
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**错误信息**:`LLM call timeout`
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
**解决方案**:
|
|
|
|
|
|
1. 增加 `TIMEOUT` 配置值
|
|
|
|
|
|
2. 检查网络连接
|
|
|
|
|
|
3. 尝试使用更快的模型
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 开发和测试
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
### 运行测试
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
```bash
|
|
|
|
|
|
# 运行所有测试
|
|
|
|
|
|
pytest
|
|
|
|
|
|
|
|
|
|
|
|
# 运行单元测试
|
|
|
|
|
|
pytest tests/ -k "not properties"
|
|
|
|
|
|
|
|
|
|
|
|
# 运行属性测试
|
|
|
|
|
|
pytest tests/ -k "properties"
|
|
|
|
|
|
|
|
|
|
|
|
# 运行集成测试
|
|
|
|
|
|
pytest tests/test_integration.py -v
|
|
|
|
|
|
|
|
|
|
|
|
# 运行特定测试
|
|
|
|
|
|
pytest tests/test_integration.py::TestEndToEndAnalysis -v
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
# 显示覆盖率
|
|
|
|
|
|
pytest --cov=src --cov-report=html
|
|
|
|
|
|
```
|
|
|
|
|
|
|
|
|
|
|
|
### 项目结构
|
|
|
|
|
|
|
|
|
|
|
|
```
|
|
|
|
|
|
.
|
|
|
|
|
|
├── src/ # 源代码
|
|
|
|
|
|
│ ├── main.py # 主流程编排
|
|
|
|
|
|
│ ├── cli.py # 命令行接口
|
|
|
|
|
|
│ ├── config.py # 配置管理
|
|
|
|
|
|
│ ├── data_access.py # 数据访问层
|
|
|
|
|
|
│ ├── error_handling.py # 错误处理
|
|
|
|
|
|
│ ├── logging_config.py # 日志配置
|
|
|
|
|
|
│ ├── engines/ # 分析引擎
|
|
|
|
|
|
│ │ ├── data_understanding.py
|
|
|
|
|
|
│ │ ├── requirement_understanding.py
|
|
|
|
|
|
│ │ ├── analysis_planning.py
|
|
|
|
|
|
│ │ ├── task_execution.py
|
|
|
|
|
|
│ │ ├── plan_adjustment.py
|
|
|
|
|
|
│ │ └── report_generation.py
|
|
|
|
|
|
│ ├── models/ # 数据模型
|
|
|
|
|
|
│ │ ├── data_profile.py
|
|
|
|
|
|
│ │ ├── requirement_spec.py
|
|
|
|
|
|
│ │ ├── analysis_plan.py
|
|
|
|
|
|
│ │ └── analysis_result.py
|
|
|
|
|
|
│ └── tools/ # 分析工具
|
|
|
|
|
|
│ ├── base.py
|
|
|
|
|
|
│ ├── query_tools.py
|
|
|
|
|
|
│ ├── stats_tools.py
|
|
|
|
|
|
│ ├── viz_tools.py
|
|
|
|
|
|
│ └── tool_manager.py
|
|
|
|
|
|
├── tests/ # 测试文件
|
|
|
|
|
|
├── templates/ # 分析模板
|
|
|
|
|
|
├── test_data/ # 测试数据
|
|
|
|
|
|
├── examples/ # 示例脚本
|
|
|
|
|
|
├── docs/ # 文档
|
|
|
|
|
|
├── .env.example # 环境变量示例
|
|
|
|
|
|
├── config.example.json # 配置文件示例
|
|
|
|
|
|
├── requirements.txt # 依赖列表
|
|
|
|
|
|
└── README.md # 本文件
|
|
|
|
|
|
```
|
|
|
|
|
|
|
|
|
|
|
|
## 示例
|
|
|
|
|
|
|
|
|
|
|
|
查看 `examples/` 目录获取更多示例:
|
|
|
|
|
|
|
|
|
|
|
|
- `autonomous_analysis.py` - 完全自主分析示例
|
|
|
|
|
|
- `requirement_based_analysis.py` - 指定需求分析示例
|
|
|
|
|
|
- `template_based_analysis.py` - 基于模板分析示例
|
|
|
|
|
|
|
|
|
|
|
|
## 贡献
|
|
|
|
|
|
|
|
|
|
|
|
欢迎贡献!请遵循以下步骤:
|
|
|
|
|
|
|
|
|
|
|
|
1. Fork 项目
|
|
|
|
|
|
2. 创建特性分支 (`git checkout -b feature/AmazingFeature`)
|
|
|
|
|
|
3. 提交更改 (`git commit -m 'Add some AmazingFeature'`)
|
|
|
|
|
|
4. 推送到分支 (`git push origin feature/AmazingFeature`)
|
|
|
|
|
|
5. 创建 Pull Request
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 许可证
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
MIT License
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 联系方式
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
如有问题或建议,请创建 Issue。
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
## 致谢
|
2026-01-06 19:44:17 +08:00
|
|
|
|
|
2026-03-07 00:04:29 +08:00
|
|
|
|
感谢所有贡献者和使用者的支持!
|