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.
100 lines
5.0 KiB
HTML
100 lines
5.0 KiB
HTML
<section class="module" id="module-3">
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<div class="module-inner">
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<p class="eyebrow animate-in">模块 3 · Agent 与页面</p>
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<h1 class="module-title animate-in">AnalystAgent.run<br>+ 看板与资产 API</h1>
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<p class="module-lead animate-in">
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问数主脑是 <code>AnalystAgent.run</code>；页面侧 <code>AnalystQueryPage</code>（P2）
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同时拉 <code>GET /dashboard</code> 卡片和 <code>POST /chat</code> 结果。
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口径沉淀走 <code>POST /assets</code>（仅 analyst 角色可写）。
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</p>
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<div class="screen animate-in">
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<h2>AnalystAgent.run 要点</h2>
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>鉴权与域</h3>
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<p><code>assert_analyst_query_access</code> → domain；<code>resolve_analyst_scope</code> → customer_id 白名单。</p>
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</div>
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<div class="pattern-card">
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<h3>消歧与生成</h3>
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<p><code>_detect_ambiguity</code> 命中则 <code>_clarify</code> 返回 suggestions；否则 <code>_generate_sql</code>。</p>
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</div>
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<div class="pattern-card">
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<h3>执行与缓存</h3>
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<p><code>validate</code> → <code>execute_readonly</code>；Redis 按权限指纹 + SQL hash 缓存结果。</p>
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</div>
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<div class="pattern-card">
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<h3>解读与留痕</h3>
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<p><code>_generate_verified_answer</code> + guardrail；<code>_persist</code> 写 analytics_query_log。</p>
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</div>
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</div>
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<div class="callout callout-accent">
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<strong>返回体 AnalystResponse：</strong> answer + table + sql + meta（exec_ms, cache_hit, cost_est）+ disclaimer + status（success / degrade / clarify）。
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</div>
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</div>
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<div class="screen animate-in">
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<h2>dashboard / assets API</h2>
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>GET /dashboard</h3>
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<p>按角色返回 cards 文案 + metrics：analyst 全库统计、customer 本人持仓、advisor 名下 AUM 等。</p>
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</div>
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<div class="pattern-card">
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<h3>POST /assets</h3>
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<p>kind=dict/few_shot/template；仅 <code>analyst</code> 角色，写入口径资产表。</p>
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</div>
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<div class="pattern-card">
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<h3>GET /ops/metrics</h3>
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<p>运营侧查询总量与被拦截次数，与 dashboard 卡片分离。</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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<div class="translation-block">
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<div class="translation-code">
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<span class="translation-label">CODE · AnalystQueryPage.tsx（P2）</span>
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<pre><code><span class="code-line">useEffect(() => getAnalystDashboard(token))</span>
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<span class="code-line">setDashMetrics(d.metrics)</span>
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<span class="code-line">setDashCards(d.cards)</span>
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<span class="code-line"><span class="code-comment">// 用户点查询</span></span>
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<span class="code-line">const resp = await postAnalystChat(token, question)</span>
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<span class="code-line">setResult(resp) <span class="code-comment">// Table + Collapse(SQL)</span></span></code></pre>
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</div>
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<div class="translation-english">
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<span class="translation-label">白话</span>
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<div class="translation-lines">
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<p class="tl">进页面先拉看板 MetricCard，数字来自 /dashboard 不是 chat。</p>
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<p class="tl">提问才走 AnalystAgent.run，结果区展示解读、表格、可折叠 SQL。</p>
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<p class="tl">apiFetch 只带 token，与 risk.ts 的 X-Agent-Type 头无关。</p>
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</div>
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</div>
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</div>
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<div class="quiz-container" id="quiz-analyst-m3">
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<div class="quiz-question-block"
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data-correct="option-a"
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data-explanation-right="POST /assets 在 问数 REST（analyst.py）硬校验 analyst 角色，advisor 或 customer 会 403。"
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data-explanation-wrong="资产沉淀是分析员专属写操作，其他角色只能问数或看 dashboard。">
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<h3 class="quiz-question">理财师 STAFF-10086 能调用 POST /api/analyst/assets 沉淀口径吗？</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>不能，仅 analyst 角色</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>能，advisor 也有 assigned 域</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>能，只要带 Bearer 就行</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-analyst-m3')">检查答案</button>
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<button class="quiz-reset-btn" onclick="resetQuiz('quiz-analyst-m3')">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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