- Updated `RiskListAccess` and `ThresholdWriteAccess` to enforce access control in the risk repository and threshold repository, ensuring only authorized roles can perform sensitive operations.
- Introduced new methods in `RiskRepository` for counting pending alerts and listing alerts with access checks, improving data security and compliance.
- Enhanced the `chat.py` and `deps.py` files to integrate compliance roles into the risk management matrix, allowing for more granular access control.
- Updated documentation to reflect the new testing baseline of 825 passed tests, indicating improved stability and functionality across the application.
This update significantly strengthens the risk management capabilities, ensuring robust access control and compliance with organizational policies.
- Added `status` query parameter to `list_sessions_api` for filtering sessions by their status (active/closed).
- Introduced `close_all_sessions_api` endpoint to allow users to close all active sessions for the current actor.
- Updated `SessionRepository` to support status filtering in session listing and implemented logic for closing active sessions.
- Improved Redis connection settings for better performance and reliability.
This update enhances the chat functionality by providing more control over session management, improving user experience and system efficiency.
- Introduced `battery_report.json` for local data analysis, excluding it from the database.
- Enhanced `AGENTS.md` to reflect updated test baseline with 795 passed tests.
- Added new metrics for trade flow in `dict_service.py`, improving transaction data analysis.
- Updated regex patterns in `guardrail.py` to better handle numeric extraction and prevent misinterpretation of tokens.
- Expanded course modules with new content on FR-8/9/10 capabilities and L3 role management.
- Improved concurrency handling in transaction processing to ensure accurate alert generation.
This update enhances data analysis capabilities and improves the overall structure and clarity of course materials.
- 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.
- Introduced `build_all.py` script to automate the assembly of course modules into a single `index.html` file.
- Created `index.html` for the main course overview, featuring a structured layout and navigation for various modules.
- Developed `_base.html` and `_footer.html` templates for the advisor module, ensuring consistent styling and structure.
- Added `build.sh` script for individual module assembly, enhancing modularity and ease of updates.
- Implemented multiple module HTML files detailing specific training scenarios and functionalities for advisors, including interactive elements and quizzes.
This update significantly enhances the course delivery framework, providing a comprehensive and interactive learning experience for advisors.
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