- 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.
- Introduced new endpoints `/api/analyst/query/{trace_id}/sample` and `/api/analyst/escalate` for sampling query results and escalating issues to human analysts, respectively.
- Enhanced `AnalystAgent` to support sampling of SQL results based on trace ID and to handle escalation requests, improving user experience in error scenarios.
- Updated `analyst_schemas.py` to include `EscalateRequest` for structured escalation requests.
- Added corresponding frontend API calls and UI components to facilitate user interactions with the new features.
- Implemented unit tests to ensure the reliability of the new functionalities.
This update significantly enhances the analytical capabilities of the application, allowing users to retrieve detailed query samples and escalate issues effectively.
- Enhanced the `AnalystAgent` class to include an `_audit_terminal` method for logging query denials, clarifications, and errors, ensuring compliance and traceability.
- Updated error handling paths to call the new audit method, capturing relevant details such as question, user authentication, and SQL context.
- Introduced new validation checks in `sql_guard.py` to enforce ownership filters for sensitive queries, improving security measures.
- Added unit tests to verify the correct logging behavior and ownership filter enforcement, ensuring robust functionality.
This update significantly strengthens the auditing capabilities of the analyst agent, enhancing security and compliance in query handling.
- Added `interpret` flag to `AnalystChatRequest` for optional immediate interpretation of queries.
- Implemented new `POST /api/analyst/interpret` endpoint for on-demand data interpretation based on the latest query snapshot.
- Updated `AnalystAgent` to handle interpretation logic, including error handling and response formatting.
- Enhanced `AnalystQueryPage` to include a button for triggering interpretations, improving user interaction.
- Updated frontend API calls to support the new interpret functionality, ensuring seamless integration with existing workflows.
This update significantly enhances the analytical capabilities of the application, allowing users to request interpretations of their queries directly.
- 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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