Windows
2fe7d0c506
feat(投顾): 客户主动申报投顾方案 + 投顾受理自动生成方案草稿
...
客户在自己主页提交申报 → 投顾工作台受理 → 自动跑既有推荐逻辑生成一份待审核草稿 →
投顾再走既有的「审核通过 → 发送给客户」。补上原先「客户只能被动等方案」的缺口。
后端
- 新增表 advisor_service_request（本轮新建，带 AUTO_INCREMENT）+ 迁移
20260916_advisor_service_request（幂等：先查表再建，兼容本库 alembic 指针滞后）
- 新增 AdvisorServiceRequestService：create / list_mine / queue / review
· 申报前置：风险测评必须存在且未失效（FM-03，12 个月），服务端判
· 队列复用 ProductRecommendationService._visible_customer_ids（本人 + 归属），待受理排前
· 受理即调用推荐逻辑生成草稿并把 content_id 回填；生成前置失败给出人话原因并保持待受理
· 「已发送客户」不落库，由关联方案 published_at 推导，避免两处状态各写各的
- 权限码 9071-9074（客户 write/read:self、投顾 read/review），已进种子与授权工具
前端
- 投顾工作台新增「客户申报」面板（受理 / 驳回，驳回理由客户可见）
- 客户页新增申报表单（金额/期限/风险偏好/备注）与「我的申报」列表
客户自助路由刻意不挂投顾灰度闸门：那是投顾业务的灰度，客户提交自己的申请不该被它拦下。
2026-09-16 18:17:46 +08:00
Windows
560775156c
docs: 新增投顾 Agent 需求文档与功能架构文档
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依据仓库既有设计与已落地代码反推整理，内容与当前实现一致（非前瞻设计）。
- docs/46-投顾Agent需求文档.md
· 背景与三个真实断点（交付无落点 / 文案不可读 / 客户无入口）
· 目标 G1-G5 与 4 条非目标（不真实下单、不预测收益、不自动投资、不做场外）
· 角色场景 SC-01~SC-05、两条主链路流程图
· 功能需求 FR-01~FR-21（含口径、优先级、验收标准）
· 业务规则：候选池硬约束 fail-closed、5 条合规红线、状态机、FM-03 熔断
· 非功能需求、异常处理表、权限矩阵、数据需求、验收清单、11 项待确认问题
- docs/47-投顾Agent功能架构文档.md
· 五层架构总览、后端模块划分与 3 条设计约束、数据模型与关系
· 接口清单（投顾 8 / 客户 3 / 依赖能力 3 组）
· 三张时序图（生成推荐、审核发布、申报受理）
· 外部依赖降级矩阵、前端模块结构与 2 条硬约定、权限灰度、配置清单、已知约束
2026-09-16 18:17:45 +08:00
Windows
026fec7514
Merge remote-tracking branch 'origin/qyqy_develop' into lzl_qyqy_integration
2026-09-12 14:41:13 +08:00
Windows
9c6f839a6e
feat: add advisor demo environment bootstrap
2026-09-12 14:40:53 +08:00
Windows
050eedac68
Merge remote-tracking branch 'origin/qyqy_develop' into lzl_qyqy_integration
2026-09-12 14:16:27 +08:00
Windows
54fadb3a99
Merge branch 'qyqy_develop' of http://47.106.207.27:3000/AI260626/group_fqcd_jr into lzl_qyqy_integration
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# Please enter a commit message to explain why this merge is necessary,
# especially if it merges an updated upstream into a topic branch.
#
# Lines starting with '#' will be ignored, and an empty message aborts
# the commit.
2026-09-12 14:15:43 +08:00
Windows
3751891574
Merge branch 'qyqy_develop' of http://47.106.207.27:3000/AI260626/group_fqcd_jr into lzl_qyqy_integration
2026-09-12 12:10:41 +08:00
Windows
f094cbeae1
fix: harden advisor market history dual-source sync
2026-09-12 12:10:10 +08:00
Windows
bbf623a464
merge: integrate advisor capabilities on latest qyqy base
2026-09-11 21:03:58 +08:00
Windows
4393355c3a
docs: record legacy database migration rejection
2026-09-11 20:30:25 +08:00
Windows
5a69cc266c
docs: record advisor rollout preparation
2026-09-11 20:28:49 +08:00
Windows
f5dd5b8ba2
feat: add advisor rollout gate and rollback playbook
2026-09-11 20:28:21 +08:00
Windows
fbb1171a45
feat: add quote sync command
2026-09-11 19:51:51 +08:00
Windows
5de5c6c6b5
docs: record dual-source quote acceptance
2026-09-11 19:49:31 +08:00
Windows
2376585898
feat: add dual-source quote health orchestration
2026-09-11 19:47:14 +08:00
Windows
5c60036dd6
docs: record product comparison acceptance
2026-09-11 19:21:26 +08:00
Windows
b6429e0e9c
feat: add advisory product comparison tool
2026-09-11 19:20:32 +08:00
Windows
6757ca047d
docs: record market data pipeline acceptance
2026-09-11 18:46:36 +08:00
Windows
930dd59d67
feat: complete advisory market data refresh pipeline
2026-09-11 18:39:57 +08:00
Windows
95633188f1
test: extend advisor e2e fixtures
2026-09-11 17:59:47 +08:00
Windows
3e4f21388c
test: complete advisor full-stack acceptance record
2026-09-11 17:19:40 +08:00
Windows
852bafb374
feat: add profile drift governance workflow
2026-09-11 16:42:31 +08:00
Windows
4088c634de
feat: complete advisor conversation loop
2026-09-11 16:12:38 +08:00
Windows
e8ec0af398
feat: add advisor recommendation review flow
2026-09-11 15:33:27 +08:00
Windows
13bb4f257d
feat: add allocation backtest evidence
2026-09-11 15:08:37 +08:00
Windows
ff71a1a724
feat: add dynamic advisor asset allocation
2026-09-11 14:44:29 +08:00
Windows
8ffd08b4ce
feat: add portfolio graph enrichment
2026-09-11 14:14:50 +08:00
Windows
47a5ca498c
feat: complete advisor product suitability gates
2026-09-11 14:09:23 +08:00
Windows
281e76e4b1
feat: add advisor portfolio analysis
2026-09-11 13:20:09 +08:00
Windows
60c4a49b9b
feat: migrate advisor investment goals
2026-09-11 13:11:58 +08:00
Windows
acb9175e31
feat: migrate advisor risk questionnaire
2026-09-11 12:57:07 +08:00
Windows
291cb7b58f
feat: add advisor product evidence intake
2026-09-11 12:47:01 +08:00
Windows
9ed536e206
feat: migrate advisor database schema to qyqy base
2026-09-11 12:16:06 +08:00
Windows
06f8192725
docs: record advisor base adaptation
2026-09-11 11:50:44 +08:00
Windows
5e8eecc288
feat: adapt advisor agent to qyqy base
2026-09-11 11:49:11 +08:00
Windows
7ceeaff057
docs: record new advisor base branch
2026-09-11 11:39:14 +08:00
Windows
619a5e661f
docs: record advisor migration preparation
2026-09-11 11:37:10 +08:00
Windows