feat(threshold): Implement customer loss threshold configuration and notification system
- Added `ThresholdRepository` for managing customer loss threshold configurations and notifications. - Introduced `threshold_service` to handle loss threshold alerts based on customer portfolio performance. - Enhanced `customer_prompts` to include new intent for querying product net values. - Updated `customer_service` to integrate new threshold alert functionality into existing workflows. - Implemented `sanitize_postprocess` for improved compliance handling in customer interactions. - Enhanced course documentation to reflect updates in advisor training modules and interactive elements. This update significantly improves the customer experience by providing proactive loss threshold notifications and enhancing the overall service framework.
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@@ -13,7 +13,7 @@
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>编排入口</h3>
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<p>走 <code>agent_service.py</code> 通用 LangGraph(tool → llm → guard),<strong>不是</strong> <code>customer_service</code> 14 节点图。</p>
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<p>走 顾问通用 tool→llm→guard 编排(<code>agent_service.py</code>)顾问通用 tool→llm→guard 编排,<strong>不是</strong> 登录客户 14 节点编排(<code>customer_service.py</code>)登录客户 14 节点编排。</p>
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</div>
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<div class="pattern-card">
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<h3>客户范围</h3>
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@@ -62,15 +62,15 @@
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<div class="quiz-container" id="quiz-advisor-m1">
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<div class="quiz-question-block"
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data-correct="option-b"
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data-explanation-right="对。advisor 走 agent_service 的 tool→llm→guard;customer 才走 customer_service 14 节点。"
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data-explanation-wrong="理财师线和客户线是 chat.py 里两个 if 分支,编排文件不同。">
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data-explanation-right="对。advisor 走 顾问通用 tool→llm→guard 编排(agent_service.py)的 tool→llm→guard;customer 才走 登录客户 14 节点编排(customer_service.py)14 节点。"
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data-explanation-wrong="理财师线和客户线是 四 Agent 对话 HTTP 入口(chat.py)里两个 if 分支,编排文件不同。">
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<h3 class="quiz-question">理财师打开「代理人助手」对话,编排跑在哪?</h3>
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<div class="quiz-options">
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<button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>customer_service.py</span>
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<div class="quiz-option-radio"></div><span>登录客户 14 节点编排(customer_service.py)</span>
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</button>
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<button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>agent_service.py</span>
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<div class="quiz-option-radio"></div><span>顾问通用 tool→llm→guard 编排(agent_service.py)</span>
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</button>
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<button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>analyst_agent 问数</span>
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