Commit Graph
2 Commits
Author SHA1 Message Date
zhanghongyu_0626 21ced4d38f feat(report): Add battery report generation and update course documentation
- Introduced `battery_report.json` for local data analysis, excluding it from the database.
- Enhanced `AGENTS.md` to reflect updated test baseline with 795 passed tests.
- Added new metrics for trade flow in `dict_service.py`, improving transaction data analysis.
- Updated regex patterns in `guardrail.py` to better handle numeric extraction and prevent misinterpretation of tokens.
- Expanded course modules with new content on FR-8/9/10 capabilities and L3 role management.
- Improved concurrency handling in transaction processing to ensure accurate alert generation.

This update enhances data analysis capabilities and improves the overall structure and clarity of course materials.
2026-09-10 14:32:25 +08:00
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