- Established the P0 scaffolding for the frontend, including login, layout, and routing for four roles. - Integrated the Customer Wealth Dashboard, Advisor Clients Dashboard, Analyst Market Dashboard, and Risk Alerts Dashboard. - Updated the API client to support fetching customer and product data, enhancing the overall functionality of the dashboard. - Added error handling components to improve user experience during data fetching. - Enhanced charting capabilities using Ant Design Charts for better data visualization. This update lays the groundwork for further development of the frontend application, ensuring a robust structure for future features and integrations.
Core 模拟库 · 初始化
库名
jinrong_core· 与jinrong_agent同 MySQL 实例 · Agent 只读
一键重置(Windows)
.\scripts\core\reset.ps1
手动顺序
mysql -u root -p < scripts/core/00-create-database.sql
mysql -u root -p < scripts/core/01-ddl.sql
mysql -u root -p < scripts/core/02-seed-base.sql
mysql -u root -p < scripts/core/03-seed-customers.sql
mysql -u root -p < scripts/core/04-seed-holdings.sql
mysql -u root -p < scripts/core/05-seed-trades.sql
mysql -u root -p < scripts/core/06-seed-nav.sql
# Agent 库(若未建)
mysql -u root -p < docs/项目框架设计/表设计/01-mysql-共用底座.sql
python scripts/sync/sync_advisor_rel.py
python scripts/sync/sync_neo4j.py
种子规模(当前)
| 类型 | 数量 |
|---|---|
| 客户 | 28 + 5 手册示范(CUST-DEMO-A~E) |
| 理财代理人 | 5 |
| 分析/风控/合规/运营 | 2+2+2+1(风控另有演示账号 STAFF-90001,我方分支独有) |
| 双角色 staff | 1(STAFF-10091 advisor+compliance) |
| 产品 | 14 |
| 持仓记录 | ~45 |
| 交易 | 25+ |
| C×R 适当性矩阵 | 25 行(core_suitability_rule,L0 权威) |