feat(advisor-agent): Integrate advisor agent functionalities and migration scripts
- Merged the `integrate/advisor-agent` branch into the `merger`, enhancing the advisor agent's capabilities with compliance, KYC, and script templates. - Updated the testing baseline to reflect 926 passed tests, with 65 failures concentrated in the advisor agent's `test_sprint*` cases. - Introduced new migration scripts for advisor-related database structures, ensuring smooth integration and data management. - Enhanced documentation to include the new API structure and integration details, providing clarity for future development. This update significantly advances the advisor agent's functionality while maintaining a structured approach to integration and testing.
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| 模块 | 职责 | 依赖 | 代码状态 |
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| --- | --- | --- | --- |
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| 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` |
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| 客户财富 Agent | L1 画像、事实查询、阈值提醒 | Core RO、Milvus 产品库 | **S2 + Wave3(2026-09-11)**:Chat SSE · 1B/R1 · C-04/C-05/C-11 · **861 pytest** |
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| 代理人助手 Agent | L2 画像、RAG、草稿 | L1 只读、Milvus | **Chat 骨架已通(agent_service/advisor)· 产品未完整接入:无独立深编排 · T-20 / A-01~A-05 未做** |
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| 数据分析 Agent | NL→SQL→解读 | Core RO、画像只读 | **S3+D-06(2026-09-12)**:`match_phrases` · 内置 few-shot · `/analyze` · `/template-prompts` · **861 pytest** |
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| 客户财富 Agent | L1 画像、事实查询、阈值提醒 | Core RO、Milvus 产品库 | **S2 + Wave3(2026-09-11)**:Chat SSE · 1B/R1 · C-04/C-05/C-11 |
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| 代理人助手 Agent | L2 合规文案 · 复制门闸 · 话术 · 异动 · KYC | L1 只读、Milvus 话术向量 | **接缝已挂(integrate/advisor-agent · 2026-09-12)**:`/api/advisor-agent/*` · `advisor_auth_adapter` · `script_template_*` / `entities_advisor` · **LangGraph 深编排 / T-20 仍 open** · sprint 集成测 **未全绿** |
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| 数据分析 Agent | NL→SQL→解读 | Core RO、画像只读 | **S3+D-06(2026-09-12)**:`match_phrases` · 内置 few-shot · `/analyze` · `/template-prompts` |
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| 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)** + **TEST-RISK-001 修复**;**AL-09 已并入 `merger` 分支** |
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| Core 只读层 | L0 事实查询 | `jinrong_core` | **已实现 + 已接对话 Tool(T-04)**:core_ro 经 app/tool/core_tools.py 三只读 Tool(L0/持仓/流水)进 chat;风控扩展查询照旧 |
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| 共用底座 | 会话、审计、输入防护 | MySQL 11 表 + Redis | **已接入(2026-09-07)**:会话(T-06 session_repository + memory_service 窗口)、审计中间件(T-02 http_access + input_guard_log 双写)、agent_tool_call Tool 留痕(T-04)、输入防护(T-03 input_guard:注入词表纯函数检测 + oversize + Redis 固定窗口限流,chat 链路 限流→注入/超长→归属) |
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## 3. 后端分层(app/)
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```text
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api/ → auth / risk / simulate / chat / **analyst** / deps / auth_adapter / audit_middleware 已实现;knowledge、admin 空壳 【大部分】
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api/ → auth / risk / simulate / chat / **analyst** / **advisor-agent(advisor_compliance · advisor_script_templates · kyc · market · copy · guard · dashboard · allocation)** / deps / auth_adapter / audit_middleware 已实现;knowledge、admin 空壳 【大部分】
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service/ → risk/*(rules/alert/aml/engine/l3/scoring/locks/redis_gateway/chat_tools)+ suitability +
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auth_service(T-01 JWT)+ agent_service(T-07 图 + T-04 tool 节点 + C2 risk 分支)+ memory_service(T-06)+
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tool_service(T-04 对话 Tool 编排:意图/归属校验/run_tool 落库)+ input_guard(T-03)+
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@@ -76,7 +76,7 @@ main.py → 宿主 TraceMiddleware + 模块 audit/trace 中间件 + 路由
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```text
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scripts/core/ → jinrong_core DDL + 种子 + reset.ps1
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scripts/agent/ → jinrong_agent 种子(risk_aml_list AML 名单等)
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scripts/agent/ → jinrong_agent 种子(risk_aml_list)· **migrate-advisor-agent-sprint1-3.sql** · import_compliance_rules / import_script_templates
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scripts/demo/ → 演示数据准备(prepare_risk_demo.sql,reset 后重跑)+ subscribe/rebuild_alerts
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scripts/sync/ → sync_advisor_rel.py、sync_neo4j.py
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scripts/dev/ → issue_dev_token.py(JWT 签发)+ rbac-seed-reference.md(联调账号)
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