Commit Graph
9 Commits
Author SHA1 Message Date
zhanghongyu_0626 b841f68295 feat(visitor): Implement visitor chat functionality and enhance customer service interactions
- Added a new visitor chat API endpoint (`/api/chat/visitor`) to allow unauthenticated users to engage in conversations without requiring customer data.
- Introduced a visitor context dependency to manage visitor interactions seamlessly.
- Enhanced the chat API to support explicit session termination and improved response handling for customer service interactions.
- Updated the database configuration to include Redis client support for caching visitor data.
- Added a new customer note repository to persist user notes independently of the L1 profile slots.

This update significantly improves the customer service experience by enabling visitor interactions and ensuring efficient data handling for both registered and unregistered users.
2026-09-09 18:32:00 +08:00
zhanghongyu_0626 ad930c26b1 feat(frontend): Implement initial P0 scaffolding and enhance dashboard features
- Established the P0 scaffolding for the frontend, including login, layout, and routing for four roles.
- Integrated the Customer Wealth Dashboard, Advisor Clients Dashboard, Analyst Market Dashboard, and Risk Alerts Dashboard.
- Updated the API client to support fetching customer and product data, enhancing the overall functionality of the dashboard.
- Added error handling components to improve user experience during data fetching.
- Enhanced charting capabilities using Ant Design Charts for better data visualization.

This update lays the groundwork for further development of the frontend application, ensuring a robust structure for future features and integrations.
2026-09-09 15:50:33 +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 ef56c56435 feat(api): 实现代销平台 API v0.1,包括客户、产品、理财师、合规及员工接口
- 新增多个 API 路由:`/api/customers`, `/api/products`, `/api/advisors`, `/api/compliance`, `/api/staff`,支持客户信息、产品详情、理财师客户列表、合规判定及员工上下文查询。
- 引入平台服务层,封装核心只读操作,支持数据脱敏功能。
- 更新依赖注入,确保各 API 路由的权限控制与数据访问一致性。
- 添加相应的单元测试,确保新接口的功能完整性与稳定性。

此更新为代销平台提供了基础的 REST API 支持,增强了系统的可扩展性与可维护性。
2026-09-08 21:01:07 +08:00
zhanghongyu_0626 f0bce1270b feat(api): 添加代销平台 API 契约文档及相关更新
- 新增《接口契约-代销平台API-v0.1.md》,定义代销平台 REST API 的路由风格、命名规范及端点清单。
- 更新 AGENTS.md,包含代销平台 API 契约的路径信息。
- 修改 ITERATION.md 和 MEMORY.md,反映代销平台 API 的实施进度及相关文档的状态。
- 更新 TODO.md,明确代销平台 API 的实现优先级。

此更新为代销平台 API 的开发提供了清晰的指导,确保各模块间的接口一致性与可维护性。
2026-09-08 20:18:00 +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
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