Commit Graph
6 Commits
Author SHA1 Message Date
zhanghongyu_0626 4b8e11c9bd 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.
2026-09-10 10:57:40 +08:00
zhanghongyu_0626 aa23e1ae1d Merge branch 'data-analysis-agent-work' into merger 2026-09-09 20:53:59 +08:00
zyi b19a2415f9 feat: 数据分析 Agent 实现(API/服务/表结构元数据/文档/测试)
- 新增 app/api、app/service 数据分析 Agent 全套服务与接口
- schemas.py 重构为 schemas 包(analyst schema)
- 新增 SQL 防注入、guardrail、缓存、字典、LLM 等服务
- 新增 tests 测试套件与 scripts/dev、scripts/setup 脚本
- 补充需求规格、架构说明书、开发清单、表设计等文档
2026-09-09 18:04:45 +08:00
GaoYiYuan_0626 90d0660b44 feat: C5 FR-9 预警处置时效升级(RISK-007,P0)
- 仓储:新增 list_pending_alerts_all / update_alert_escalation(统一读改写 payload,
  升级标记独占写入,status/handler_* 列不碰;_parse_alert 补 created_at/handled_at
  字符串→datetime 解析,兼容 sqlite 原生 DDL)
- escalation_service.scan_and_escalate:扫描判级(普通 4h/24h、AML 1h/4h 短通道)、
  幂等闸门(仅升不降)、先持久化再推送、按 (customer_id,level) 降噪合并一次推送、
  通知链累积(L1 含 risk_manager / L2 含 compliance)、逐单+任务级审计
- scripts/cron/escalation_scan.py:15min 定时扫描壳(sys.path 引导 + new_trace + JSON 摘要)
- 对话线 query_overdue_alerts Tool + 注册表 + 意图词(置于 alert_query 之前)+ summarize 分支
- C5 前置:seed STAFF-31001/31002(risk_manager) + deps 矩阵放行 + chat.py 显式 deny +
  risk.py 台账全量只读分支;JWT 手册 §5.3/§5.4/§6.1 增补 risk_manager
- 测试:conftest 回拨 fixture + test_escalation_service(9) + risk_api/manager(5) +
  chat deny(1) + chat_tools overdue(2);全量 470 绿(453+17)
2026-09-07 19:28:04 +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