Commit Graph
2 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 6f222f1c56 feat(course): Add course assembly script and module structure for advisor training
- 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.
2026-09-09 23:22:59 +08:00