zhanghongyu_0626 973bf1b834 feat(advisor-agent): Integrate advisor agent into merger with new API structure ...

- Merged `xinghuo/advisor-agent` into the `merger` branch, establishing a new API prefix `/api/advisor-agent` to avoid conflicts with existing endpoints.
- Implemented a comprehensive implementation plan detailing the integration steps, including conflict resolution, database migrations, and service adaptations.
- Introduced new files for advisor compliance, script templates, KYC, and market alerts, ensuring a cohesive addition to the existing architecture.
- Updated documentation to reflect the new structure and integration process, enhancing clarity for future development and maintenance.

This integration significantly expands the capabilities of the merger, providing a robust framework for advisor-related functionalities while maintaining compliance and operational integrity.

2026-09-12 15:14:29 +08:00

..

Core模拟底座

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

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

技术选型和版本

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

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

表设计

Merge branch 'data-analysis-agent-work' into merger

2026-09-09 20:53:59 +08:00

C-05-行情数据源选型对比.md

feat(docs): Update API documentation and add new specifications for market data

2026-09-09 10:29:08 +08:00

修改报告-对齐main基准.md

docs: 阶段一 AL-01~08 完成落账 + 文档同步——六件套反映换核完成(406 绿基线 425→406/SUIT-001~008 退役改 core_ro.check_suitability C×R 矩阵+JR-AST/FM 契约/risk_suitability_log 21 列/种子 33 客户 14 产品/risk-m1 已补打指向 3c07de6)；TODO 进行中改阶段一验收门(唯一卡点=用户目视确认)+AL-09/10/11 待办；ITERATION 追加阶段一完成行；REQUIREMENTS R-02 换核标注；开发计划 M1 改已补打；入库存档《修改报告-对齐main基准.md》(阶段一执行依据)与《实现方案-风控追加需求v1.1-C4C6.md》(阶段二编码依据)；吸收上会话遗留同步(分支口径 risk-control-agent/PRD v1.1 冻结标注/T-21 评审闭环/T-03/C1~C3 落账/交接文档指引)

2026-09-07 18:01:16 +08:00

合并注意事项-风控模块并入main.md

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

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

实现方案-风控追加需求v1.1-C4C6.md

docs: 阶段一 AL-01~08 完成落账 + 文档同步——六件套反映换核完成(406 绿基线 425→406/SUIT-001~008 退役改 core_ro.check_suitability C×R 矩阵+JR-AST/FM 契约/risk_suitability_log 21 列/种子 33 客户 14 产品/risk-m1 已补打指向 3c07de6)；TODO 进行中改阶段一验收门(唯一卡点=用户目视确认)+AL-09/10/11 待办；ITERATION 追加阶段一完成行；REQUIREMENTS R-02 换核标注；开发计划 M1 改已补打；入库存档《修改报告-对齐main基准.md》(阶段一执行依据)与《实现方案-风控追加需求v1.1-C4C6.md》(阶段二编码依据)；吸收上会话遗留同步(分支口径 risk-control-agent/PRD v1.1 冻结标注/T-21 评审闭环/T-03/C1~C3 落账/交接文档指引)

2026-09-07 18:01:16 +08:00

客服Agent-合并说明.md

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

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

开发计划-风控模块.md

docs: 阶段一 AL-01~08 完成落账 + 文档同步——六件套反映换核完成(406 绿基线 425→406/SUIT-001~008 退役改 core_ro.check_suitability C×R 矩阵+JR-AST/FM 契约/risk_suitability_log 21 列/种子 33 客户 14 产品/risk-m1 已补打指向 3c07de6)；TODO 进行中改阶段一验收门(唯一卡点=用户目视确认)+AL-09/10/11 待办；ITERATION 追加阶段一完成行；REQUIREMENTS R-02 换核标注；开发计划 M1 改已补打；入库存档《修改报告-对齐main基准.md》(阶段一执行依据)与《实现方案-风控追加需求v1.1-C4C6.md》(阶段二编码依据)；吸收上会话遗留同步(分支口径 risk-control-agent/PRD v1.1 冻结标注/T-21 评审闭环/T-03/C1~C3 落账/交接文档指引)

2026-09-07 18:01:16 +08:00

接口契约-代销平台API-v0.1.md

feat(docs): Update API documentation and add new specifications for market data

2026-09-09 10:29:08 +08:00

接口契约-代销平台API-v0.2-行情扩展草案.md

feat(docs): Update API documentation and add new specifications for market data

2026-09-09 10:29:08 +08:00

数据分析Agent-代码迭代.md

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

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

数据分析Agent-合并说明.md

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

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

数据分析Agent开发清单.md

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

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

数据分析Agent架构说明书.md

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

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

架构设计-风控模块.md

docs: 阶段一 AL-01~08 完成落账 + 文档同步——六件套反映换核完成(406 绿基线 425→406/SUIT-001~008 退役改 core_ro.check_suitability C×R 矩阵+JR-AST/FM 契约/risk_suitability_log 21 列/种子 33 客户 14 产品/risk-m1 已补打指向 3c07de6)；TODO 进行中改阶段一验收门(唯一卡点=用户目视确认)+AL-09/10/11 待办；ITERATION 追加阶段一完成行；REQUIREMENTS R-02 换核标注；开发计划 M1 改已补打；入库存档《修改报告-对齐main基准.md》(阶段一执行依据)与《实现方案-风控追加需求v1.1-C4C6.md》(阶段二编码依据)；吸收上会话遗留同步(分支口径 risk-control-agent/PRD v1.1 冻结标注/T-21 评审闭环/T-03/C1~C3 落账/交接文档指引)

2026-09-07 18:01:16 +08:00

演示SOP-风控模块.md

docs: C4~C6 文档落账同步（勾 TODO/MEMORY/交接文档 + 演示 SOP A-12 + 02-redis-keys C6 联动）

2026-09-07 19:57:52 +08:00

理财顾问Agent-合并说明.md

feat(advisor-agent): Integrate advisor agent into merger with new API structure

2026-09-12 15:14:29 +08:00

风控Agent模块边界与合并接缝标注.md

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

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