zhanghongyu_0626
4b8e11c9bd
- 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.
73 lines
4.0 KiB
HTML
73 lines
4.0 KiB
HTML
<section class="module" id="module-4">
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<div class="module-inner">
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<p class="eyebrow animate-in">模块 4 · 接缝与草案</p>
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<h1 class="module-title animate-in">适当性只准一条 canonical<br>还有空壳与行情草案</h1>
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<p class="module-lead animate-in">
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平台 API 是 v0.1 的「对外标准」，但仓库里已有<strong>重复能力、空壳路由、Phase B 草案</strong>。
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指挥 AI 加第三条适当性 URL 或前端直连行情源，都会踩接缝。
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</p>
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<div class="screen animate-in">
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<h2>路由补全：staff 与空壳</h2>
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>已实现 · v0.1 四域 + staff</h3>
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<p><code>/api/customers</code> · <code>products</code> · <code>advisors</code> · <code>compliance</code> · <code>staff</code></p>
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</div>
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<div class="pattern-card">
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<h3>空壳 · 一期不做</h3>
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<p>知识库空壳 API（<code>knowledge.py</code>） · 管理空壳 API（<code>admin.py</code>） — T-21 拍板：脚本入库，无上传/重建 HTTP。</p>
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</div>
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</div>
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</div>
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<div class="screen animate-in">
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<h2>适当性：两条 URL，别再开第三条</h2>
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<div class="translation-block">
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<div class="translation-code">
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<span class="translation-label">canonical（平台）</span>
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<pre><code><span class="code-line">POST /api/compliance/suitability-check</span>
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<span class="code-line">→ get_platform_auth_context</span>
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<span class="code-line">→ app/service/platform/</span></code></pre>
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</div>
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<div class="translation-english">
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<span class="translation-label">风控专用（对话/演示）</span>
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<div class="translation-lines">
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<p class="tl"><code>POST /api/risk/suitability/check</code> — 风控 REST + X-Agent-Type: risk。</p>
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<p class="tl">客服 <code>suitability_check</code> Tool 走 <code>core_ro.check_suitability</code>，是第三条<strong>对话内</strong>路径，但底层同一判定内核。</p>
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<p class="tl">新增 HTTP 路由前先查契约迁移表，避免四个入口四个口径。</p>
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</div>
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</div>
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</div>
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</div>
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<div class="screen animate-in">
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<h2>行情 Phase B（草案 · 未落地）</h2>
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<p>v0.2 草案：<code>nav-snapshot</code> · <code>sync_market_nav</code>。C-05 硬规则：<strong>禁止爬虫、禁止前端直连第三方行情</strong>——净值须走后端同步管道。</p>
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<div class="quiz-container" id="quiz-platform-m4">
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<div class="quiz-question-block"
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data-correct="option-c"
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data-explanation-right="对。PLATFORM_RESPONSE_DESENSITIZE 默认关是为了联调看原值；上真 Core 再开，customer_id 仍不打码。"
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data-explanation-wrong="脱敏开关是环境策略，不是「忘了做脱敏」。">
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<h3 class="quiz-question">联调时响应是明文 ID，AI 说「脱敏坏了」，你怎么回？</h3>
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<div class="quiz-options">
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<button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>是 bug，强制默认开脱敏</span>
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</button>
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<button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>让前端自己 mask</span>
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</button>
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<button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>模拟库默认关是拍板；真 Core 再开 PLATFORM_RESPONSE_DESENSITIZE</span>
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</button>
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</div>
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<div class="quiz-feedback"></div>
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</div>
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<button class="quiz-check-btn" onclick="checkQuiz('quiz-platform-m4')">检查答案</button>
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<button class="quiz-reset-btn" onclick="resetQuiz('quiz-platform-m4')">重做</button>
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</div>
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</div>
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</div>
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</section>
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