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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| 2026-09-08 | P1 环境收口(续):补建 `risk_aml_list` + AML 种子 · `fix_utf8_seed.py` 修复 Windows 中文乱码 · 集成测试 11 例恢复 · **530 passed 0 skipped** | 真库集成 skip/失败 | MEMORY / ENVIRONMENT / FLOW / bootstrap 脚本 |
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| 2026-09-09 | **四角色收益/洞察 Dashboard 需求 v2**(锚点修正·四角色 Demo 数·风控 Empty·Hook/联调) | 用户再完善需求 | wealth-dashboard spec v2 / frontend-p0 §2.5 / TODO |
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| 2026-09-09 | **客服 Agent 代码合并**(`customer-service-agent` 只增不盖) | 用户要求合并上传内容 | `客服Agent-合并说明.md` · Wave1~5 新增文件 · CS-C-11 迁移 SQL · wave 测试暂 ignore |
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| 2026-09-09 | **L3 Redis cache-aside 读路径补齐** + 风控/演示测试数据 TODO 拆项 | 画像 Redis 只做写侧 DEL · 测未接接口缺种子 | profile_l3 / redis_gateway / TODO |
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| 2026-09-10 | **客服 Wave3 批次**:1B 抽到 `sanitize_postprocess`(visitor 对齐)· C-04 `threshold_service` · C-05 `nav_query` · C-11/C-07/C-08 意图/槽位 · keyword 优先级修复 · **786 pytest** | 用户「全做」批次收尾 | MEMORY / REQUIREMENTS / FLOW / TODO / 课程模块 7 / TEST-LOG v1.1 |
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| 2026-09-10 | **客服合规拍板落地**:1B sanitize 分治 · R1 L1 Top-K · MEMORY/课程/测试包 | 误转人工 + 画像膨胀 | MEMORY §3 · TEST-2026-09-10-CS-001 · 776 pytest |
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