Commit Graph
9 Commits
Author SHA1 Message Date
zhanghongyu_0626 d394686a3b 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.
2026-09-12 16:37:29 +08:00
zhanghongyu_0626 a0f550646e feat(analyst): Add analyze endpoint and chart specification validation
- Introduced a new `/analyze` endpoint in the analyst API to process analysis requests, allowing users to receive textual interpretations and chart specifications based on provided prompts.
- Enhanced `analyst_schemas.py` with `AnalyzeRequest` and `ChartSpec` models to structure analysis requests and validate chart specifications.
- Implemented chart validation logic in a new `analyst_chart.py` service, ensuring that chart types and fields are correctly specified and conform to allowed values.
- Updated `AnalystAgent` to handle analysis requests, integrating the new logic for generating responses based on user prompts and data availability.
- Added unit tests to verify the functionality of the new endpoint and validation mechanisms, ensuring robustness and reliability.

This update significantly enhances the analytical capabilities of the application, providing users with improved tools for data interpretation and visualization.
2026-09-12 12:33:37 +08:00
zhanghongyu_0626 793c0307f8 feat(risk): Enhance risk management functionality and access control
- 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.
2026-09-11 17:07:22 +08:00
zhanghongyu_0626 c9cac1cdf9 feat(api): 更新代销平台 API v0.1,增强适当性检查功能
- 在 `risk_suitability_log` 表中新增 `check_source` 枚举值 `platform`,支持代销平台的适当性检查。
- 更新相关 SQL 脚本以适应新的数据结构,确保数据一致性。
- 修改文档以反映 API 的最新状态和测试基线,确保文档与实现保持一致。
- 测试基线更新至 530 passed, 0 skipped,确保系统稳定性。

此更新为代销平台提供了更全面的适当性检查能力,提升了系统的功能性与可维护性。
2026-09-08 21:44:16 +08:00
zhanghongyu_0626 f87e11f104 feat(merge): 完成 AL-09 合并接线,整合风控模块与宿主 Wave 0
- 合并 `risk-control-agent` 分支至 `merger`,实现 JWT 统一与模块 API 恢复。
- 更新 `auth_service` 和 `auth_adapter`,确保对外登录/token 统一。
- 增强 chat 模块,支持会话管理与流式对话(SSE)。
- 测试基线更新至 502 passed, 1 skipped,确保系统稳定性。

此更新标志着风控模块的成功集成,提升了系统的整体功能与可维护性。
2026-09-08 20:00:39 +08:00
GaoYiYuan_0626 1ac331b281 docs: 阶段一 AL-01~08 完成落账 + 文档同步——六件套反映换核完成(406 绿基线 425→406/SUIT-001~008 退役改 core_ro.check_suitability C×R 矩阵+JR-AST/FM 契约/risk_suitability_log 21 列/种子 33 客户 14 产品/risk-m1 已补打指向 3c07de6);TODO 进行中改阶段一验收门(唯一卡点=用户目视确认)+AL-09/10/11 待办;ITERATION 追加阶段一完成行;REQUIREMENTS R-02 换核标注;开发计划 M1 改已补打;入库存档《修改报告-对齐main基准.md》(阶段一执行依据)与《实现方案-风控追加需求v1.1-C4C6.md》(阶段二编码依据);吸收上会话遗留同步(分支口径 risk-control-agent/PRD v1.1 冻结标注/T-21 评审闭环/T-03/C1~C3 落账/交接文档指引) 2026-09-07 18:01:16 +08:00
GaoYiYuan_0626 429e2f9e38 docs: 交接文档 B7 后全面同步——MEMORY bootstrap 补风控步骤/文档索引补 PRD 与开发计划/验证门闸补 pytest, ENVIRONMENT 对齐 R-02 已实现 2026-09-06 21:47:54 +08:00
zhanghongyu_0626 1ddd44a6cb Add core database support and enhance documentation
- Introduced `MYSQL_CORE_DATABASE` in `.env.example` and `settings.py` for core database configuration.
- Added `CoreReadOnlyRepository` for read-only access to the `jinrong_core` database.
- Updated `AGENTS.md`, `README.md`, and various documentation files to reflect new agent onboarding processes and project structure.
- Revised requirements in `requirements.txt` to include `langgraph` and `langchain-core`.
- Enhanced `FLOW.md` with local bootstrap instructions for setting up the core simulation environment.
- Added new scripts for database creation and seeding for the core simulation library.
- Improved overall documentation for clarity on project architecture and memory management.
- Updated `TODO.md` to reflect current development priorities and tasks.
2026-09-05 17:39:16 +08:00
zhanghongyu_0626 0374010b37 Implement initial project structure and setup 2026-09-05 17:09:21 +08:00