zhanghongyu_0626 601ed258f3 feat(analyst): Enhance asset management and ambiguity detection features ...

- Added new endpoints to the analyst API for managing assets, including `GET /assets` to list assets and `POST /assets/{kind}/{asset_id}/publish` to publish assets.
- Introduced `DictAmbiguityCheckRequest` schema for checking metric ambiguities, enhancing the analyst's ability to clarify definitions and aliases.
- Implemented `detect_dict_ambiguity` function to analyze potential ambiguities in metrics, providing structured feedback for users.
- Updated `AnalystAgent` to support the new asset management functionalities and ambiguity detection logic, improving overall user experience.
- Enhanced existing schemas and services to accommodate new features, ensuring robust data handling and validation.

This update significantly improves the analyst API's capabilities, allowing for better asset management and clarity in metric definitions.

2026-09-12 15:14:01 +08:00

..

eval

feat(analyst): Add analyze endpoint and chart specification validation

2026-09-12 12:33:37 +08:00

_ddl.py

feat(api): 实现代销平台 API v0.1，包括客户、产品、理财师、合规及员工接口

2026-09-08 21:01:07 +08:00

conftest.py

feat(kb): Enhance knowledge base with new collections and search functionality

2026-09-09 20:00:06 +08:00

test_agent_behavior_service.py

feat: C6 FR-10 代理人行为链 RISK-008

2026-09-07 19:53:39 +08:00

test_agent_service.py

feat: T-07 LangGraph StateGraph 骨架——compose(system 四 Agent 边界 prompt)→llm(DeepSeek/langchain-openai, 无 key 降级)→guard(customer/risk 免责声明+has_disclaimer, 未知类型 fail-safe 最严口径) + chat() 入口 + 图/LLM 单例缓存与测试隔离出口 + tests/test_agent_service 8 例(mock LLM 不依赖外网)

2026-09-07 02:34:57 +08:00

test_alert_service.py

test: B8 收敛——sqlite 测试 DDL 单一事实源 _ddl.py(10 文件 45 处手写 DDL 清零)+localtime 时区收敛(B5 评审 P3-4, utcnow 边界修复)+测试内遗留建表清理, 196 绿; docs 同步 B8 完成状态

2026-09-06 23:37:03 +08:00

test_aml_service.py

fix: B9b 复审闭环——P2-1 SOP 交互重灌补 DROP jinrong_agent(reset.ps1 只重建 core+裸 CREATE TABLE 会 1050 中止); P2-2 补做 T-31 名下 P2-8 手工 SQL 对照收口(4 组合真库 SQL 推导与函数判定一致, 登记 SOP 核查单附行); P2-3 SOP 走查范围与 11/11 口径统一(A-6 归 M3/A-8 映射交代); P3: A-4/A-9 COUNT 当日窗+已处置单幂等用例+suitability/check 阻断响应补 G-08 两要素(advice/notice)+记忆文档数字同步; 留痕 scan_all 幂等读后写无锁取舍; 209 绿

2026-09-07 01:59:15 +08:00

test_audit_middleware.py

fix: Wave 0 独立 AI 评审闭环(有条件通过→闭环, 273 绿)——P2-1 python-jose>=3.5.0(防 CVE-2024-33663/33664) P2-2 audit 降级+OPTIONS 测试 P2-3 JWT 通道 chat 3 例 P2-4 debug 兜底双闸门(dev+无 RS256 公钥) P2-5 留痕失败降级显式化(401/403 拒绝语义不漂移, _safe_unauth_audit 保护 repo 构造); P3 顺手: 401 归 platform/值域外 400 补留痕/Bearer 大小写不敏感/jti 加 uuid/CLI permissions+exp 上限/dev 默认密钥 warning/LLM 单例加锁/chat 主角色优先序+message strip+guard 日志脱敏/必填 claims 参数化+none 算法固化; P3 登记项(会话枚举/seq_no 锁/trace_id 口径/文档同步)归 M4 文档

2026-09-07 03:03:12 +08:00

test_auth_adapter.py

chore: 风控Agent模块自治边界标注 + AL-09 合并预处置

2026-09-07 18:28:18 +08:00

test_auth_jwt.py

fix: Wave 0 独立 AI 评审闭环(有条件通过→闭环, 273 绿)——P2-1 python-jose>=3.5.0(防 CVE-2024-33663/33664) P2-2 audit 降级+OPTIONS 测试 P2-3 JWT 通道 chat 3 例 P2-4 debug 兜底双闸门(dev+无 RS256 公钥) P2-5 留痕失败降级显式化(401/403 拒绝语义不漂移, _safe_unauth_audit 保护 repo 构造); P3 顺手: 401 归 platform/值域外 400 补留痕/Bearer 大小写不敏感/jti 加 uuid/CLI permissions+exp 上限/dev 默认密钥 warning/LLM 单例加锁/chat 主角色优先序+message strip+guard 日志脱敏/必填 claims 参数化+none 算法固化; P3 登记项(会话枚举/seq_no 锁/trace_id 口径/文档同步)归 M4 文档

2026-09-07 03:03:12 +08:00

test_build_kb.py

feat: T21-3 知识库首批数据+入库脚本——data/kb 6 只种子产品手册(每只 prospectus/fee/rule/risk 四节 24 块, 费率与 core_product seed 对齐)+build_kb.py(front-matter+节标题切块/doc_type 白名单/Core 权威元数据缺省即中止/一次批量 embedding/upsert 幂等/--dry-run); 脚本单测 10 例, 404 绿

2026-09-07 11:55:24 +08:00

test_chat_stream.py

feat(analyst): Enhance dashboard metrics and customer service interactions

2026-09-09 21:32:59 +08:00

test_chat_tools.py

feat: C5 FR-9 预警处置时效升级（RISK-007，P0）

2026-09-07 19:28:04 +08:00

test_chat.py

feat(risk): Enhance risk management functionality and access control

2026-09-11 17:07:22 +08:00

test_concentration_c4.py

feat: C4 FR-8 持仓集中度预警（RISK-006）

2026-09-07 19:05:02 +08:00

test_core_ro_sum.py

test: B8 收敛——sqlite 测试 DDL 单一事实源 _ddl.py(10 文件 45 处手写 DDL 清零)+localtime 时区收敛(B5 评审 P3-4, utcnow 边界修复)+测试内遗留建表清理, 196 绿; docs 同步 B8 完成状态

2026-09-06 23:37:03 +08:00

test_db.py

fix: B7 复审 P1-1——dispose_engines 显式 Engine.dispose()(手写单例字典替代 lru_cache, test_db 3 例, 独立评审有条件通过→闭环)

2026-09-06 23:06:32 +08:00

test_demo_scripts.py

fix: B9a 复审闭环——P2-1 skipped 分支 has_engine_error_audit 中间态警示(input_summary LIKE)+docstring 局限声明; P2-2 非首笔 trade 幂等用例; P3 顺手: 双脚本连接自检/ImportError 分支/非 dict payload raw 兜底/get_trade_by_id confirmed 过滤/勿并行声明, 8 例 204 绿, warning 路径真库复验后清理; docs 同步复审结论

2026-09-07 01:02:12 +08:00

test_desensitize.py

feat: trace 贯通与脱敏工具 + risk 阈值配置(A1)

2026-09-06 15:09:14 +08:00

test_embedding.py

feat: T21-1 embedding 服务——Ollama bge-m3 批量 /api/embed(1024 维), 连接/模型/结构/维度四类失败一律 EmbeddingError 不静默降级(拍板口径), 空输入短路; settings 增 embed_dim/embed_timeout; 单测 10 例 mock HTTP 不依赖 Ollama, 386 绿

2026-09-07 11:46:24 +08:00

test_escalation_service.py

feat: C5 FR-9 预警处置时效升级（RISK-007，P0）

2026-09-07 19:28:04 +08:00

test_input_guard_api.py

feat(auth): Enhance JWT handling and error management in authentication flow

2026-09-08 19:55:08 +08:00

test_input_guard.py

test: T-03 评审闭环(PASS, P0=0)——P2-1 词表规范化断言修正/P2-2 补 7 条同构变体(你现在是管理员/ignore the above instructions 等)+变体单测/P2-3 窗口 TTL 断言+EXPIRE 失败取舍锁定; P3 session_id 落库截断+trace 兜底注释, 378 绿

2026-09-07 11:16:15 +08:00

test_integration_risk.py

feat(risk): Enhance risk management functionality and access control

2026-09-11 17:07:22 +08:00

test_kb_tools.py

feat: T21-5 知识库 Tool 接入对话——kb_tools(search_knowledge)挂统一注册表第三层; ToolSpec 新增 skip_access_check(公开知识无归属语义, advisor 无绑定客户可查, 意图层限定 customer/advisor); 意图关键词 customer/advisor 组尾挂 kb 词(Core 词优先, risk 不开放); tool_node 按 spec 白名单注入 query; summarize 溯源口径; 单测 13 例, 425 绿

2026-09-07 12:05:36 +08:00

test_main.py

feat(analyst): Enhance asset management and ambiguity detection features

2026-09-12 15:14:01 +08:00

test_milvus_service.py

feat: T21-2 Milvus 接入层——kb_product_rules 幂等建集合(冻结 11 字段+AUTOINDEX COSINE)+upsert 入库+search_kb(溯源字段必带+effective_date 合规过滤+标量过滤); 规避 pymilvus 3.x import 阶段读 .env 文件 URI 炸 import 的坑(setdefault 预置合法 MILVUS_URI); 单测 8 例真 Lite 临时库, 394 绿

2026-09-07 11:49:43 +08:00

test_module_boundary.py

feat(threshold): Implement customer loss threshold configuration and notification system

2026-09-10 10:57:40 +08:00

test_platform_api.py

feat(nav): Implement historical NAV tracking and enhance product API

2026-09-11 20:47:18 +08:00

test_profile_l3.py

feat(visitor): Implement visitor chat functionality and enhance customer service interactions

2026-09-09 18:32:00 +08:00

test_rag_service.py

feat: T21-4 RAG 检索编排——rag_service.search_knowledge(query→bge-m3 向量→Milvus 检索→chunks+source_refs 溯源去重), 异常原样上抛不吞(防 LLM 编造回答), 空白 query 短路, ensure_collection 幂等防御; 单测 8 例注入 mock, 412 绿

2026-09-07 12:01:45 +08:00

test_risk_api.py

feat: C5 FR-9 预警处置时效升级（RISK-007，P0）

2026-09-07 19:28:04 +08:00

test_risk_chat_tools.py

feat(analyst): Enhance dashboard metrics and customer service interactions

2026-09-09 21:32:59 +08:00

test_risk_engine.py

test: B8 收敛——sqlite 测试 DDL 单一事实源 _ddl.py(10 文件 45 处手写 DDL 清零)+localtime 时区收敛(B5 评审 P3-4, utcnow 边界修复)+测试内遗留建表清理, 196 绿; docs 同步 B8 完成状态

2026-09-06 23:37:03 +08:00

test_risk_repository.py

feat(risk): Enhance risk management functionality and access control

2026-09-11 17:07:22 +08:00

test_risk_rules.py

feat: C4 FR-8 持仓集中度预警（RISK-006）

2026-09-07 19:05:02 +08:00

test_sanitize_postprocess.py

feat(threshold): Implement customer loss threshold configuration and notification system

2026-09-10 10:57:40 +08:00

test_settings.py

AL-05: suitability 服务重构换核对齐 main 基准——判定内核由 SUIT-001~008 纯函数矩阵改为 core_ro.check_suitability(C×R 数据驱动)；SuitabilityResult 扩 main 新字段(match_result 五值/mismatch_type 七值/requires_disclosure/needs_branch_confirm/block_response_code/rule_refs)并保留旧字段兼容层(rule_id=机器码别名/effective_level=customer_level/reasons=[reason])；check_core/cap_by_age/match_by_matrix/is_assessment_valid 删除(SUIT-006 被 FM-01 替换,SUIT-008 被 FM-03 expires_at 替换)；settings.risk_assessment_valid_days 退役(.env/.env.example 注释)；NotFoundError 不再抛(not_found 结构化,main 契约)；写库走 build_suitability_log_row + insert_suitability_log 升级 21 列(rule_refs JSON 序列化)；check_source 参数化(网关 r02_trade/risk.py manual)+actor_id 透传；网关阻断响应补 block_response_code；model 抽 compute_rule_refs 公共函数防两处漂移；测试配套：_ddl 加矩阵 25 行种子 helper、conftest fixture 灌种子+集成就位校验改 expires_at 口径、trade_gateway/risk_api fixture 补种子与 expires_at、404 两例改 200+blocked 新契约、repository 21 列断言、settings 退役断言、test_suitability 占位 skip 待 AL-07 重写。sqlite 端到端七语义+落库验证通过；剩 4 failed 均为 chat_tools/API 旧展示断言(AL-06 处理)

2026-09-07 17:34:32 +08:00

test_suitability.py

AL-07: test_suitability 按 main 契约重写——七判定路径正反例(not_found 客户/产品两向/FM-03 过期/JR-AST-PRO 专业豁免优先于矩阵 forbidden/JR-AST-012 矩阵 forbidden/矩阵缺行 fail-closed/allowed/矩阵披露与产品 requires_disclosure 两源/FM-01 age70+R5 阻断+69岁与R2 两边界)；compute_rule_refs 四类组合(含报告样例 过期+不匹配→['JR-AST-012','FM-03'])；build_suitability_log_row 逐字段 21 列映射断言+bool→int 转换；服务集成端到端(21 列落库/check_source r02_trade 与 r02_chat/actor_id/request_ref 透传/兼容字段 rule_id=机器码 映射/NotFound 结构化不抛)；MySQL 方言冒烟(真库连通时验 SQL 可执行性,未灌库自动 skip)。可控日期用远未来/远过去 expires_at 种子。全量 395 passed 0 failed；1 skip=集成模块待 AL-08 重灌演示 SQL expires_at

2026-09-07 17:42:55 +08:00

test_threshold_service.py

feat(threshold): Implement customer loss threshold configuration and notification system

2026-09-10 10:57:40 +08:00

test_trace.py

feat: trace 贯通与脱敏工具 + risk 阈值配置(A1)

2026-09-06 15:09:14 +08:00

test_trade_gateway.py

AL-05: suitability 服务重构换核对齐 main 基准——判定内核由 SUIT-001~008 纯函数矩阵改为 core_ro.check_suitability(C×R 数据驱动)；SuitabilityResult 扩 main 新字段(match_result 五值/mismatch_type 七值/requires_disclosure/needs_branch_confirm/block_response_code/rule_refs)并保留旧字段兼容层(rule_id=机器码别名/effective_level=customer_level/reasons=[reason])；check_core/cap_by_age/match_by_matrix/is_assessment_valid 删除(SUIT-006 被 FM-01 替换,SUIT-008 被 FM-03 expires_at 替换)；settings.risk_assessment_valid_days 退役(.env/.env.example 注释)；NotFoundError 不再抛(not_found 结构化,main 契约)；写库走 build_suitability_log_row + insert_suitability_log 升级 21 列(rule_refs JSON 序列化)；check_source 参数化(网关 r02_trade/risk.py manual)+actor_id 透传；网关阻断响应补 block_response_code；model 抽 compute_rule_refs 公共函数防两处漂移；测试配套：_ddl 加矩阵 25 行种子 helper、conftest fixture 灌种子+集成就位校验改 expires_at 口径、trade_gateway/risk_api fixture 补种子与 expires_at、404 两例改 200+blocked 新契约、repository 21 列断言、settings 退役断言、test_suitability 占位 skip 待 AL-07 重写。sqlite 端到端七语义+落库验证通过；剩 4 failed 均为 chat_tools/API 旧展示断言(AL-06 处理)

2026-09-07 17:34:32 +08:00

test_visitor_faq.py

feat(chat): Enhance session management with new API endpoints and filtering options

2026-09-10 22:30:07 +08:00

test_wave0_auth.py

feat(auth): Enhance JWT handling and error management in authentication flow

2026-09-08 19:55:08 +08:00

test_wave0_input_guard.py

feat(auth): Enhance JWT handling and error management in authentication flow

2026-09-08 19:55:08 +08:00

test_wave0_trace.py

Implement authentication and chat functionality with JWT support

2026-09-07 17:20:42 +08:00

test_wave1_data_masker.py

feat(visitor): Implement visitor chat functionality and enhance customer service interactions

2026-09-09 18:32:00 +08:00

test_wave2_core_ro_tool.py

feat(kb): Enhance knowledge base with new collections and search functionality

2026-09-09 20:00:06 +08:00

test_wave2_profile_slots.py

feat(threshold): Implement customer loss threshold configuration and notification system

2026-09-10 10:57:40 +08:00

test_wave2_prompts.py

feat(threshold): Implement customer loss threshold configuration and notification system

2026-09-10 10:57:40 +08:00

test_wave3_customer_service.py

feat(analyst): Add sample and escalate functionality to analyst API

2026-09-11 15:18:56 +08:00

test_wave3_profile_service.py

feat(analyst): Add sample and escalate functionality to analyst API

2026-09-11 15:18:56 +08:00

test_wave4_e2e.py

feat(kb): Enhance knowledge base with new collections and search functionality

2026-09-09 20:00:06 +08:00

test_wave5_notes.py

feat(kb): Enhance knowledge base with new collections and search functionality

2026-09-09 20:00:06 +08:00

test_wave6_analyst_agent.py

feat(analyst): Enhance asset management and ambiguity detection features

2026-09-12 15:14:01 +08:00

test_wave6_analyst_cache.py

feat(template): Implement template caching and SQL rendering for enhanced query handling

2026-09-10 15:22:07 +08:00

test_wave6_analyst_chart.py

feat(analyst): Add analyze endpoint and chart specification validation

2026-09-12 12:33:37 +08:00

test_wave6_analyst_llm.py

feat(analyst): Implement data analysis agent with authentication and query handling

2026-09-09 21:02:11 +08:00

test_wave6_analytics_repo.py

feat(analyst): Implement data analysis agent with authentication and query handling

2026-09-09 21:02:11 +08:00

test_wave6_dict_service.py

feat(analyst): Enhance asset management and ambiguity detection features

2026-09-12 15:14:01 +08:00

test_wave6_guardrail.py

feat(report): Add battery report generation and update course documentation

2026-09-10 14:32:25 +08:00

test_wave6_sql_guard.py

feat(analyst): Add analyze endpoint and chart specification validation

2026-09-12 12:33:37 +08:00

test_wave6_template_service.py

feat(analyst): Add analyze endpoint and chart specification validation

2026-09-12 12:33:37 +08:00