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  • 1182b84ae5 fix(advisor): Resolve relationship query defects and enhance output sanitization merger zhanghongyu_0626 2026-09-14 22:22:14 +08:00
  • 9696eb6e0a feat(advisor): Enhance advisor relationship query handling and output sanitization zhanghongyu_0626 2026-09-14 21:41:27 +08:00
  • dc272ce8c3 feat(dev): Enhance Vite development script with fallback options and improved readiness checks zhanghongyu_0626 2026-09-14 20:46:40 +08:00
  • 7203a9f1f5 chore(git): untrack .claude/worktrees gitlink and ignore .claude/ zhanghongyu_0626andClaude 2026-09-14 20:45:26 +08:00
  • 17cd8b178f chore: Update subproject commit to indicate a dirty state zhanghongyu_0626 2026-09-14 20:04:48 +08:00
  • 27d81ab110 feat(advisor): Integrate Neo4j read-only advisor relationship graph zhanghongyu_0626 2026-09-14 19:26:52 +08:00
  • a3fec03940 feat(milvus): Enhance hybrid search capabilities and update configuration zhanghongyu_0626 2026-09-14 16:21:13 +08:00
  • 307c18bd77 修复不分主体对象bug data-analysis-agent zyi 2026-09-14 15:20:15 +08:00
  • 8beb5aefff feat(deck): Update presentation content and structure for improved clarity zhanghongyu_0626 2026-09-14 15:01:21 +08:00
  • b282b379ef Merge branch 'merger' of http://47.106.207.27:3000/xinghuo/JinRong into merger zhanghongyu_0626 2026-09-14 15:01:09 +08:00
  • 27b9f121f1 feat: add customer hybrid rag and advisor assist requests zhangyong 2026-09-14 14:58:26 +08:00
  • 470167a8aa feat(deck): Implement PPTX generation and validation tools for presentation zhanghongyu_0626 2026-09-14 12:23:35 +08:00
  • 6c6c3891a8 Merge branch 'merger' into data-analysis-agent zyi 2026-09-14 11:37:34 +08:00
  • 61419340cb 文档：前端整线入库回写全仓一致性（AGENTS / MEMORY / TODO / 开发计划） risk-control-agent GaoYiYuan_0626 2026-09-14 11:13:37 +08:00
  • 4eb713b5d2 前端：测试台 web/ 六页全量入库（含三件套文档与测试报告） GaoYiYuan_0626 2026-09-14 11:11:34 +08:00
  • cad34dcef2 docs(analyst): add defense review zyi 2026-09-14 11:06:53 +08:00
  • c6a2bfd4f7 feat(milvus): Introduce Milvus vector database API for read-only access advisor-agent main develop zhanghongyu_0626 2026-09-14 10:27:02 +08:00
  • c790387717 docs: Update README and presentation materials for defense preparation zhanghongyu_0626 2026-09-14 09:07:59 +08:00
  • 01db9af32b fix(memory): Resolve multi-turn dialogue defects and address existing test bugs zhanghongyu_0626 2026-09-14 00:59:25 +08:00
  • 7dadec279d fix(memory): Address multi-turn dialogue defects and enhance context handling zhanghongyu_0626 2026-09-14 00:59:14 +08:00
  • 9e1a9b2a7e docs: Update MEMORY and TODO files for clarity and accuracy in project deliverables zhanghongyu_0626 2026-09-14 00:18:31 +08:00
  • f856ab4aa6 fix(tests): Resolve pytest session binding issues and update test cases zhanghongyu_0626 2026-09-13 23:21:34 +08:00
  • 188bf6a438 feat(analyst_agent): Add support for recent days queries and enhance SQL hint generation zhanghongyu_0626 2026-09-13 22:36:19 +08:00
  • 5c18164d34 fix(trade): close CT-001 P0/P1/L1 and align customer-trade E2E Dev login no longer honors injected roles; self-service simulate/convert blocks R4 disclosure grades like the UI and chat already do. Reuse of a convert idempotency key with a different body returns 409. CT6 redeem qty is derived from T+2 lots instead of a fixed 35000; CT7-05 and CT10-07 assertions follow. Update project memory and v1.1 post-fix test artifacts. zhanghongyu_0626 2026-09-13 20:04:41 +08:00
  • 02a4f35c79 feat(tests): Conduct fourth round of end-to-end testing for customer trade functionality zhanghongyu_0626 2026-09-13 18:51:52 +08:00
  • 647c07062e feat(trade): Enhance trade processing and context handling in customer service zhanghongyu_0626 2026-09-13 17:45:04 +08:00
  • b04af6e701 feat(docs): Update demo SOP and enhance documentation for advisor agent zhanghongyu_0626 2026-09-13 17:44:09 +08:00
  • 2296a4a002 feat(api): Add convert_meta_api for retrieving latest NAV date and enhance created_at field handling zhanghongyu_0626 2026-09-13 12:40:44 +08:00
  • c09b987ffe feat(web): 基金转换演示页与 agent 镜像表迁移; Core seed 修复 zhanghongyu_0626andCursor 2026-09-12 17:59:10 +08:00
  • 03fce883d4 merge(risk-control-agent): fund convert T+1 on merger base (plan A) zhanghongyu_0626andCursor 2026-09-12 17:52:17 +08:00
  • 88cdfe6ad8 文档：合并请求订正为 PR #3（base=merger，用户指出 PR #2 分支错误已关闭）· 冲突按 merger 重测 15 文件 GaoYiYuan_0626 2026-09-12 17:41:23 +08:00
  • c7fa32ef62 docs(advisor): 顾问线已合入 merger，同步记忆与 E2E 日志 - MEMORY/TODO/合并说明：integrate/advisor-agent 已通过 fast-forward 并入 merger（4be27c5） - ADV-001：补充 4be27c5 与 64c5db7 后端结论仍成立，无需重跑 zhanghongyu_0626 2026-09-12 17:23:09 +08:00
  • 4be27c589c 合并一下 zhanghongyu_0626 2026-09-12 17:16:15 +08:00
  • 64c5db73a9 refactor(kyc): Remove ApiResponse response model from KYC session endpoints zhanghongyu_0626 2026-09-12 16:48:25 +08:00
  • d394686a3b feat(advisor-agent): Integrate advisor agent functionalities and migration scripts zhanghongyu_0626 2026-09-12 16:37:29 +08:00
  • 70aa861983 feat(advisor-agent): Introduce advisor agent functionalities with compliance, KYC, and script templates zhanghongyu_0626 2026-09-12 16:33:07 +08:00
  • 282f21932c Merge remote-tracking branch 'xinghuo/advisor-agent' into integrate/advisor-agent zhanghongyu_0626 2026-09-12 16:32:48 +08:00
  • 2453e73ad0 文档：PR #2 创建留痕（风控+基金转换并入 main · 中文描述 · 冲突实测 23 文件） GaoYiYuan_0626 2026-09-12 16:27:14 +08:00
  • 08389371a7 文档：里程碑 tag convert-m1 落账（指向收官提交 292770f · 已推送远程 · MEMORY 对照表更新） GaoYiYuan_0626 2026-09-12 15:19:59 +08:00
  • 292770f1fb README：最新更新章节（转换线收官/集成测试/种子补拉）+ 前端已留接口契约（chat 四端点 + 基金转换四端点）+ 全仓文档推送状态回写 convert-m1 GaoYiYuan_0626 2026-09-12 15:15:51 +08:00
  • 973bf1b834 feat(advisor-agent): Integrate advisor agent into merger with new API structure zhanghongyu_0626 2026-09-12 15:14:29 +08:00
  • 601ed258f3 feat(analyst): Enhance asset management and ambiguity detection features zhanghongyu_0626 2026-09-12 15:14:01 +08:00
  • d2d00dd50c 种子：净值补拉至 2026-09-11（fetch_nav 重抓 60 日窗口 · 14 产品 · 历史值零修订 · 重测 849 绿 / CONVERT_STRESS 7/7 / 真库 9/9） GaoYiYuan_0626 2026-09-12 15:03:39 +08:00
  • eac6b61ce4 文档：第 6 步集成测试收官（转换线 AIcoding 六步全流程完成 · 849 绿 / CONVERT_STRESS 7/7 / 真库 9/9 / 紧池 100% 重测） GaoYiYuan_0626 2026-09-12 14:52:01 +08:00
  • b411d5a087 T-14/T-17 开口闭环：PRD §2.5.3 修订 + truncate 舍去法接入 + R-12 定稿（用户三项拍板 · 849 绿 / 真库 9/9） GaoYiYuan_0626 2026-09-12 14:31:35 +08:00
  • 68df13c10b feat: add auth/compliance/kyc/market/template modules, alembic migrations, tests and docs 仝勋敏 2026-09-12 14:27:37 +08:00
  • cde0c226fe 基金转换 T+1 模型：T-15/T-16/T-17 收官（842 绿 / 真库 9/9 / 转换线第 5 步完成） GaoYiYuan_0626 2026-09-12 13:42:49 +08:00
  • 1a615bbbef 基金转换 T+1 模型：T-14 D27 产品舍入真正接入 + 联网核实纠偏（837 绿 / 真库 9/9 / 种子 v1.1 全 2 位） GaoYiYuan_0626 2026-09-12 12:41:20 +08:00
  • a0f550646e feat(analyst): Add analyze endpoint and chart specification validation zhanghongyu_0626 2026-09-12 12:33:37 +08:00
  • a7d50386b2 T-13 补修：verify_convert_lots/apply 字面造数日期改真库日历链式回推（用户指出硬编码 · 全仓排查留痕） GaoYiYuan_0626 2026-09-12 12:09:57 +08:00
  • 5f7ad9180b 文档：T-13 回写 + 全仓进度一致性（开发计划 DoD 6/6 全勾 + 执行记录 · PRD §9 第 18/31 条实测回填 · 交接文档 v4.3） GaoYiYuan_0626 2026-09-12 11:58:42 +08:00
  • 3bc84a093d 基金转换 T+1 模型：T-13 convert_fund 退役 + 并发面重写 + 全量门禁（830 绿 / 真库 9/9 / 紧池 100%） GaoYiYuan_0626 2026-09-12 11:52:27 +08:00
  • 9ad8a90de1 文档：T-12 回写 + 全仓进度一致性（开发计划 DoD 全勾 + 执行记录） GaoYiYuan_0626 2026-09-12 10:55:01 +08:00
  • 03feacf173 基金转换 T+1 模型：T-12 补偿 + SLA 清理切 Core 链路 + confirm_one 引擎异常留痕修复 GaoYiYuan_0626 2026-09-12 10:54:49 +08:00
  • b4a61dc306 文档：T-11 回写 + 全仓进度一致性（开发计划 DoD 全勾 + 执行记录 / 交接文档 v4.1 / TODO / MEMORY / AGENTS / 当日日志） GaoYiYuan_0626 2026-09-12 09:35:13 +08:00
  • b2d8a90ad2 基金转换 T+1 模型：T-11 core_tools 汇总去重 + 持仓过滤（确认段场景补用例，生产代码零改动） GaoYiYuan_0626 2026-09-12 09:35:13 +08:00
  • d4a2461ba4 feat(nav): Enhance product API with historical NAV tracking and new charting features zhanghongyu_0626 2026-09-11 21:38:54 +08:00
  • 5a784dc185 文档：T-10 回写 + 全仓进度一致性（开发计划 DoD 全勾 + 执行记录） GaoYiYuan_0626 2026-09-11 21:24:40 +08:00
  • 34c7d0840d 基金转换 T+1 模型：T-10 普通申赎批次维护 + T+2 校验 + rebuild_lots GaoYiYuan_0626 2026-09-11 21:24:32 +08:00
  • 2b4eaa9725 feat(nav): Implement historical NAV tracking and enhance product API zhanghongyu_0626 2026-09-11 20:47:18 +08:00
  • 6ecde37885 文档：convert_fund 退役并入 T-13（用户 2026-09-11 裁定） GaoYiYuan_0626 2026-09-11 20:42:37 +08:00
  • 2277d61568 文档：T-9 回写 + 全仓进度一致性（开发计划 DoD 全勾 + 执行记录 / 交接文档 v3.9 / TODO / 两份 MEMORY / AGENTS.md） GaoYiYuan_0626 2026-09-11 20:37:51 +08:00
  • e04b44c44a 基金转换 T+1 模型：T-9 api 层（受理 202 + 撤单/确认/查询接口 + 网关分派 + redeem 份额申报） GaoYiYuan_0626 2026-09-11 20:37:45 +08:00
  • 9f28633e55 文档：T-8 回写 + 全仓进度一致性复核（订正 5 处漏同步） GaoYiYuan_0626 2026-09-11 19:53:31 +08:00
  • 57f16a50a1 基金转换 T+1 模型：T-8 引擎时机收口（调用点唯一性守护 + 受理不触引擎 + 真库链路切 T+1） GaoYiYuan_0626 2026-09-11 19:48:53 +08:00
  • 0e27fec5cb 文档：T-7 确认段落地回写（开发计划 DoD 全勾 + 执行记录 / 交接文档 §B.11 / TODO / 两处 MEMORY） GaoYiYuan_0626 2026-09-11 19:37:30 +08:00
  • 048f1a9e1e 基金转换 T+1 模型：T-7 确认段落地（confirm_service 三段编排 + T+1 批处理） GaoYiYuan_0626 2026-09-11 19:35:37 +08:00
  • f056fcd007 基金转换 T+1 模型：T-1~T-6 落地（DDL/数据层/语义收窄/锁/受理事务） GaoYiYuan_0626 2026-09-11 19:21:15 +08:00
  • f5928cf337 feat(course): Add JinRong architecture governance course materials zhanghongyu_0626 2026-09-11 17:54:14 +08:00
  • 793c0307f8 feat(risk): Enhance risk management functionality and access control zhanghongyu_0626 2026-09-11 17:07:22 +08:00
  • 8556da489a feat(analyst): Add sample and escalate functionality to analyst API zhanghongyu_0626 2026-09-11 15:18:56 +08:00
  • 0fb7d34d7a feat(analyst): Implement audit logging for query denial and clarification zhanghongyu_0626 2026-09-11 14:45:16 +08:00
  • aea97a243c feat(analyst): Introduce interpret functionality and enhance chat API zhanghongyu_0626 2026-09-11 12:15:18 +08:00
  • 0e35eb84ba feat(docs): Update iteration and TODO documentation with recent changes and optimizations zhanghongyu_0626 2026-09-11 10:45:49 +08:00
  • 9d4d4aaa6d feat(chat): Enhance session management with new API endpoints and filtering options zhanghongyu_0626 2026-09-10 22:30:07 +08:00
  • 3b781f8823 文档：开发计划 §10.6 回写死锁重试后补（43cf2a1）执行记录 GaoYiYuan_0626 2026-09-10 20:32:44 +08:00
  • 43cf2a1372 基金转换 T-13 后补：apply_convert 死锁 1213 服务端自动重试（用户拍板） GaoYiYuan_0626 2026-09-10 20:30:30 +08:00
  • 96fe1511d6 文档：回写 T-13 提交号 c56ea8d GaoYiYuan_0626 2026-09-10 19:46:28 +08:00
  • c56ea8d50e 基金转换 T-13：全量回归 + 50 并发压测 + 性能实测补录 GaoYiYuan_0626 2026-09-10 19:46:08 +08:00
  • f1666b78de 文档：回写 T-12 提交号 GaoYiYuan_0626 2026-09-10 19:00:11 +08:00
  • 22f2a41192 基金转换 T-12：补偿脚本（详情 + 预警） GaoYiYuan_0626 2026-09-10 18:59:42 +08:00
  • a6ac39edd6 基金转换 T-11：工具与 SQL 汇总去重（FR-C15 / R-d） GaoYiYuan_0626 2026-09-10 18:40:27 +08:00
  • 5c2dc94b40 文档：回写 T-10 提交记录与订正后口径 GaoYiYuan_0626 2026-09-10 18:29:57 +08:00
  • 5e6fa06d03 基金转换 T-10：普通申赎批次维护（FR-C16） GaoYiYuan_0626 2026-09-10 18:28:48 +08:00
  • e80098b32f 文档订正：远程状态认知纠错（refs/remotes 写入不落盘）+ 交接清单过期基线 GaoYiYuan_0626 2026-09-10 18:07:43 +08:00
  • d0097d6004 基金转换 T-9：API 模型 + 网关分派（HTTP 层 convert 走通）+ 展示位数口径修复 GaoYiYuan_0626 2026-09-10 18:00:20 +08:00
  • 7ad1c8204d 基金转换 T-8：规则引擎改造（_amount_view 去重视图 + process_convert_event） GaoYiYuan_0626 2026-09-10 17:34:35 +08:00
  • 318cb39a1f 基金转换 T-7：convert_service 八步编排（关键路径 · 幂等前置 + 三阶段） GaoYiYuan_0626 2026-09-10 17:12:01 +08:00
  • 82c9467fb7 基金转换 T-6：apply_convert 阶段一单事务（core 库唯一写入口） GaoYiYuan_0626 2026-09-10 16:26:42 +08:00
  • 4fd2ec05c8 基金转换 T-4+T-5（并行组 A）：convert_repository 代理侧 + locks.try_lock 非阻塞抢锁 GaoYiYuan_0626andWorkBuddy 2026-09-10 15:53:31 +08:00
  • 3244922a55 基金转换 T-3：core_ro 新增 5 个只读方法 + share_lot_repository 读侧 GaoYiYuan_0626andWorkBuddy 2026-09-10 15:42:55 +08:00
  • 48355cee8e feat(analytics): Enhance AnalystQueryPage with template and cache hit indicators zhanghongyu_0626 2026-09-10 15:31:20 +08:00
  • ddcf53cfa8 feat(template): Implement template caching and SQL rendering for enhanced query handling zhanghongyu_0626 2026-09-10 15:22:07 +08:00
  • 497cee289f docs: 交接文档合并为单一入口 + 全仓指向统一到 交接文档.md §A/§B/§C GaoYiYuan_0626 2026-09-10 15:04:13 +08:00
  • c5182f1910 feat(convert): 基金转换 T-0/T-0b 门禁 + T-1 数据层 + T-2/T-2b 纯函数与实算回填 GaoYiYuan_0626 2026-09-10 14:45:55 +08:00
  • 21ced4d38f feat(report): Add battery report generation and update course documentation zhanghongyu_0626 2026-09-10 14:32:25 +08:00
  • ea9a132a40 docs: 基金转换（convert）设计阶段成果入库 GaoYiYuan_0626 2026-09-10 11:29:55 +08:00
  • 4b8e11c9bd feat(threshold): Implement customer loss threshold configuration and notification system zhanghongyu_0626 2026-09-10 10:57:40 +08:00
  • 6f222f1c56 feat(course): Add course assembly script and module structure for advisor training zhanghongyu_0626 2026-09-09 23:22:59 +08:00
  • 3ad244add0 feat(analyst): Enhance dashboard metrics and customer service interactions zhanghongyu_0626 2026-09-09 21:32:59 +08:00