- Merged the `integrate/advisor-agent` branch into the `merger`, enhancing the advisor agent's capabilities with compliance, KYC, and script templates. - Updated the testing baseline to reflect 926 passed tests, with 65 failures concentrated in the advisor agent's `test_sprint*` cases. - Introduced new migration scripts for advisor-related database structures, ensuring smooth integration and data management. - Enhanced documentation to include the new API structure and integration details, providing clarity for future development. This update significantly advances the advisor agent's functionality while maintaining a structured approach to integration and testing.
2.6 KiB
2.6 KiB
Agent
无上下文时先读 docs/memory/MEMORY.md §0 交接清单(5 分钟了解仓库地图、bootstrap、禁止项、下一步)。
阅读顺序
| 顺序 | 文件 | 何时 |
|---|---|---|
| 1 | docs/memory/MEMORY.md |
每次任务 |
| 2 | docs/memory/TODO.md |
取当前待办 |
| 3 | docs/memory/REQUIREMENTS.md |
对照场景 ID(F/C/A/D/R) |
| 4 | docs/memory/FRAMEWORK.md |
分层、选型、实现状态表 |
| 5 | docs/memory/FLOW.md |
端到端链路 + §0 bootstrap |
| 6 | docs/memory/ENVIRONMENT.md |
As-Is;Core 为模拟库 |
原文与深度文档
- 业务需求:
docs/需求拆解/ - 代销平台 API 契约:
docs/项目框架设计/接口契约-代销平台API-v0.1.md(canonical 路径 · 命名 · Agent 迁移表) - 行情 Phase B(草案):
docs/项目框架设计/接口契约-代销平台API-v0.2-行情扩展草案.md·docs/项目框架设计/C-05-行情数据源选型对比.md - 表结构 SQL:
docs/项目框架设计/表设计/ - 技术选型 / JWT:
docs/项目框架设计/技术选型和版本/ - Core 模拟底座:
docs/项目框架设计/Core模拟底座/ - 业务记忆分层:
docs/业务记忆管理/业务记忆管理手册.md
代码入口
app/main.py # FastAPI:AL-09 已集成(宿主 TraceMiddleware + 模块 audit/trace + auth/chat/risk/simulate)
app/api/auth.py # Mock 登录;JWT 统一走 auth_service.issue_dev_token
app/api/auth_adapter.py # S2 接缝:module_auth_from_host(宿主 AuthContext → 模块 AuthContext)
app/api/chat.py # 对话:POST "" + sessions 三端点(B)+ POST /stream SSE(C)
app/api/deps.py # 模块鉴权工厂(Bearer 优先,dev debug 头兜底)+ 归属断言
app/gateway/ # 宿主 Wave 0 鉴权四件套(与 deps 双栈并存;模块禁止 import)
app/service/auth_service.py # Auth SDK:JWT 验签/吊销/签发
app/config/settings.py # 双库 + risk_* 阈值 + JWT(issuer/audience 统一)
app/repository/core_ro.py # Core 只读 + check_suitability(R-02)
scripts/core/reset.ps1 # 本地灌 Core 模拟库
当前分支: merger(顾问合并:integrate/advisor-agent)· 测试基线: python -m pytest → 926 passed, 65 failed, 1 skipped(merger 回归 896 passed 不含 test_sprint*)· Redis: Docker 6380 · 前端: cd web && npm run build/test · 顾问: docs/项目框架设计/理财顾问Agent-合并说明.md
技术选型硬阀门见 MEMORY 第 3、7 节。Cursor 以 .cursor/rules/project-memory.mdc 为准。