- 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.
- Added `list_nav_history` method in `CoreReadOnlyRepository` to retrieve historical NAV data for products over a specified number of days.
- Introduced `get_nav_history` endpoint in `product_service` to return historical NAV sequences, improving product data accessibility.
- Updated `products.py` to include new API endpoint for fetching NAV history, ensuring compliance with access control.
- Enhanced `ready.py` to include a health check for the new functionality, ensuring system readiness.
- Updated documentation to reflect the new testing baseline of 833 passed tests, indicating improved stability and functionality across the application.
This update significantly enhances the product API by providing access to historical NAV data, improving user insights into product performance.
- 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.
- 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.
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