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.
This commit is contained in:
2026-09-10 10:57:40 +08:00
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| 模块 | 职责 | 依赖 | 代码状态 |
| --- | --- | --- | --- |
| Agent Gateway / Auth SDK | JWT、RBAC、归属校验 | Redis、MySQL customer_advisor_rel | **已实现(T-01 + AL-09)**:模块 `service/auth_service.py` + `api/deps.py`;宿主 `gateway/` 四件套并存;`/api/auth/login` 统一走 `issue_dev_token`;S2 接缝 `auth_adapter.module_auth_from_host` |
| 客户财富 Agent | L1 画像、事实查询、阈值提醒 | Core RO、Milvus 产品库 | **S2 已接线** · **Chat 同步+SSE**(stream → `prepare_customer_stream`)
| 客户财富 Agent | L1 画像、事实查询、阈值提醒 | Core RO、Milvus 产品库 | **S2 + Wave3 部分(2026-09-10)**:Chat SSE · 1B/R1 · **C-04 阈值** · **C-05 nav** · **C-11 匹配** · 13 槽 L1 · **786 pytest**
| 代理人助手 Agent | L2 画像、RAG、草稿 | L1 只读、Milvus | 空壳 service(chat 骨架已通) |
| 数据分析 Agent | NL→SQL→解读 | Core RO、画像只读 | **S3+P2(2026-09-09)**:问数 · dashboard metrics · 资产沉淀 API/UI · 口径种子 SQL |
| 风控监测 Agent | 预警、L3、R-02 适当性 | 交易事件、AML 名单 | **已实现 B1~B9b + C1~C6(FR-1~10)**:事件线 + 对话线 + 集中度/时效升级/代理人行为链;**AL-09 已并入 `merger` 分支** |