Add core database support and enhance documentation
- Introduced `MYSQL_CORE_DATABASE` in `.env.example` and `settings.py` for core database configuration. - Added `CoreReadOnlyRepository` for read-only access to the `jinrong_core` database. - Updated `AGENTS.md`, `README.md`, and various documentation files to reflect new agent onboarding processes and project structure. - Revised requirements in `requirements.txt` to include `langgraph` and `langchain-core`. - Enhanced `FLOW.md` with local bootstrap instructions for setting up the core simulation environment. - Added new scripts for database creation and seeding for the core simulation library. - Improved overall documentation for clarity on project architecture and memory management. - Updated `TODO.md` to reflect current development priorities and tasks.
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-- jinrong_core 表结构 · P0
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USE jinrong_core;
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-- 风险等级字典（客户 C1~C5 · 产品 R1~R5）
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CREATE TABLE core_risk_grade (
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code VARCHAR(4) NOT NULL PRIMARY KEY COMMENT 'C1~C5 或 R1~R5',
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grade_type ENUM('customer','product') NOT NULL,
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display_name VARCHAR(32) NOT NULL,
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sort_order TINYINT UNSIGNED NOT NULL
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) ENGINE=InnoDB COMMENT='风险等级字典';
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CREATE TABLE core_industry (
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industry_code VARCHAR(16) NOT NULL PRIMARY KEY,
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industry_name VARCHAR(64) NOT NULL
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) ENGINE=InnoDB COMMENT='行业分类';
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-- 内部员工（含 RBAC 角色种子，供 JWT/鉴权联调对照）
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CREATE TABLE core_staff (
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staff_id VARCHAR(64) NOT NULL PRIMARY KEY,
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display_name VARCHAR(64) NOT NULL,
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staff_type ENUM('advisor','analyst','risk_officer','compliance','ops') NOT NULL,
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roles JSON NOT NULL COMMENT 'JWT roles 数组，如 ["advisor"]',
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tenant_id VARCHAR(32) NOT NULL DEFAULT 'TENANT-001',
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is_active TINYINT(1) NOT NULL DEFAULT 1,
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created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3)
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) ENGINE=InnoDB COMMENT='内部员工主档（模拟 IdP 账号源）';
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CREATE TABLE core_customer (
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customer_id VARCHAR(64) NOT NULL PRIMARY KEY,
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display_name VARCHAR(64) NOT NULL COMMENT '脱敏展示名',
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age TINYINT UNSIGNED NULL,
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occupation VARCHAR(64) NULL,
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phone_mask VARCHAR(16) NULL COMMENT '138****9527',
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tenant_id VARCHAR(32) NOT NULL DEFAULT 'TENANT-001',
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open_date DATE NOT NULL,
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is_active TINYINT(1) NOT NULL DEFAULT 1,
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created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3)
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) ENGINE=InnoDB COMMENT='客户主档 L0';
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CREATE TABLE core_customer_risk (
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id BIGINT UNSIGNED NOT NULL AUTO_INCREMENT PRIMARY KEY,
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customer_id VARCHAR(64) NOT NULL,
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risk_code CHAR(2) NOT NULL COMMENT 'C1~C5',
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is_authoritative TINYINT(1) NOT NULL DEFAULT 1,
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evaluated_at DATE NOT NULL,
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source VARCHAR(32) NOT NULL DEFAULT 'risk_questionnaire',
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UNIQUE KEY uk_customer_current (customer_id),
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KEY idx_risk (risk_code),
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CONSTRAINT fk_cust_risk_customer FOREIGN KEY (customer_id) REFERENCES core_customer(customer_id),
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CONSTRAINT fk_cust_risk_code FOREIGN KEY (risk_code) REFERENCES core_risk_grade(code)
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) ENGINE=InnoDB COMMENT='客户正式风险测评 L0';
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CREATE TABLE core_customer_advisor (
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id BIGINT UNSIGNED NOT NULL AUTO_INCREMENT PRIMARY KEY,
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customer_id VARCHAR(64) NOT NULL,
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advisor_id VARCHAR(64) NOT NULL COMMENT '对应 core_staff.staff_id',
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rel_status ENUM('active','transferred','closed') NOT NULL DEFAULT 'active',
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effective_from DATE NOT NULL,
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effective_to DATE NULL,
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UNIQUE KEY uk_cust_advisor_from (customer_id, advisor_id, effective_from),
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KEY idx_advisor (advisor_id, rel_status),
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CONSTRAINT fk_ca_customer FOREIGN KEY (customer_id) REFERENCES core_customer(customer_id),
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CONSTRAINT fk_ca_advisor FOREIGN KEY (advisor_id) REFERENCES core_staff(staff_id)
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) ENGINE=InnoDB COMMENT='客户-代理人归属';
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CREATE TABLE core_product (
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product_id VARCHAR(64) NOT NULL PRIMARY KEY,
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product_name VARCHAR(128) NOT NULL,
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product_type ENUM('bond','mixed','stock','index','money') NOT NULL,
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min_risk_code CHAR(2) NOT NULL COMMENT 'R1~R5 最低适配',
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industry_code VARCHAR(16) NULL,
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fee_rate DECIMAL(6,4) NULL,
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is_open TINYINT(1) NOT NULL DEFAULT 1,
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created_at DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3),
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KEY idx_min_risk (min_risk_code),
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CONSTRAINT fk_product_risk FOREIGN KEY (min_risk_code) REFERENCES core_risk_grade(code),
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CONSTRAINT fk_product_industry FOREIGN KEY (industry_code) REFERENCES core_industry(industry_code)
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) ENGINE=InnoDB COMMENT='产品主档';
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CREATE TABLE core_holding (
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id BIGINT UNSIGNED NOT NULL AUTO_INCREMENT PRIMARY KEY,
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customer_id VARCHAR(64) NOT NULL,
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product_id VARCHAR(64) NOT NULL,
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qty DECIMAL(18,4) NOT NULL,
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cost_amount DECIMAL(18,2) NOT NULL,
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market_value DECIMAL(18,2) NOT NULL,
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pnl_pct DECIMAL(8,4) NOT NULL COMMENT '盈亏比例',
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as_of DATE NOT NULL,
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UNIQUE KEY uk_cust_product (customer_id, product_id),
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KEY idx_customer (customer_id),
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CONSTRAINT fk_hold_customer FOREIGN KEY (customer_id) REFERENCES core_customer(customer_id),
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CONSTRAINT fk_hold_product FOREIGN KEY (product_id) REFERENCES core_product(product_id)
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) ENGINE=InnoDB COMMENT='持仓快照';
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CREATE TABLE core_trade (
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trade_id VARCHAR(64) NOT NULL PRIMARY KEY,
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customer_id VARCHAR(64) NOT NULL,
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product_id VARCHAR(64) NOT NULL,
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trade_type ENUM('subscribe','redeem','convert') NOT NULL,
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amount DECIMAL(18,2) NOT NULL,
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qty DECIMAL(18,4) NULL,
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trade_status ENUM('confirmed','pending','cancelled') NOT NULL DEFAULT 'confirmed',
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traded_at DATETIME(3) NOT NULL,
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KEY idx_customer_time (customer_id, traded_at),
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KEY idx_amount (amount, traded_at),
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CONSTRAINT fk_trade_customer FOREIGN KEY (customer_id) REFERENCES core_customer(customer_id),
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CONSTRAINT fk_trade_product FOREIGN KEY (product_id) REFERENCES core_product(product_id)
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) ENGINE=InnoDB COMMENT='交易流水';
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CREATE TABLE core_cash_flow (
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id BIGINT UNSIGNED NOT NULL AUTO_INCREMENT PRIMARY KEY,
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customer_id VARCHAR(64) NOT NULL,
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flow_type ENUM('in','out') NOT NULL,
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amount DECIMAL(18,2) NOT NULL,
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remark VARCHAR(128) NULL,
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occurred_at DATETIME(3) NOT NULL,
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KEY idx_customer (customer_id, occurred_at),
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CONSTRAINT fk_cf_customer FOREIGN KEY (customer_id) REFERENCES core_customer(customer_id)
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) ENGINE=InnoDB COMMENT='资金进出';
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CREATE TABLE core_product_nav (
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id BIGINT UNSIGNED NOT NULL AUTO_INCREMENT PRIMARY KEY,
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product_id VARCHAR(64) NOT NULL,
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nav DECIMAL(10,4) NOT NULL,
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daily_chg_pct DECIMAL(8,4) NOT NULL,
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nav_date DATE NOT NULL,
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UNIQUE KEY uk_product_date (product_id, nav_date),
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CONSTRAINT fk_nav_product FOREIGN KEY (product_id) REFERENCES core_product(product_id)
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) ENGINE=InnoDB COMMENT='产品净值';
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