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Enhance suitability assessment and documentation

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- Implemented `check_suitability` method in `CoreReadOnlyRepository` for suitability determination based on customer and product risk levels.
- Added `build_suitability_log_row` function in `suitability.py` for mapping suitability check results to `risk_suitability_log`.
- Updated `AGENTS.md`, `ENVIRONMENT.md`, and `FLOW.md` to reflect changes in suitability assessment processes and documentation.
- Revised `FRAMEWORK.md` and `MEMORY.md` to clarify project structure and data flow related to suitability checks.
- Expanded `TODO.md` with tasks related to logging and auditing suitability assessments.
This commit is contained in:
zhanghongyu_0626
2026-09-07 11:15:30 +08:00
parent 1ddd44a6cb
commit 3fb0ceb334
44 changed files with 7479 additions and 250 deletions
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scripts/core/04-seed-holdings.sql
+13 -1
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@@ -76,4 +76,16 @@ INSERT INTO core_holding (customer_id, product_id, qty, cost_amount, market_valu
('CUST-4001', 'PROD-XYZ999', 80000.0000, 80000.00, 72000.00, -10.0000, '2026-09-04'),
('CUST-4001', 'PROD-161725', 50000.0000, 50000.00, 52500.00, 5.0000, '2026-09-04'),
-- CUST-4002 C1 却持有 R4（适当性冲突测）
('CUST-4002', 'PROD-161725', 10000.0000, 10000.00, 9500.00, -5.0000, '2026-09-04');
('CUST-4002', 'PROD-161725', 10000.0000, 10000.00, 9500.00, -5.0000, '2026-09-04'),
-- 手册示范客户（JR-DATA-2024-001）
('CUST-DEMO-A', 'PROD-510300', 35000.0000, 35000.00, 36050.00, 3.0000, '2026-09-04'),
('CUST-DEMO-A', 'PROD-510500', 25000.0000, 25000.00, 25500.00, 2.0000, '2026-09-04'),
('CUST-DEMO-A', 'PROD-000001', 10000.0000, 10000.00, 10020.00, 0.2000, '2026-09-04'),
('CUST-DEMO-B', 'PROD-161725', 500000.0000, 500000.00, 525000.00, 5.0000, '2026-09-04'),
('CUST-DEMO-B', 'PROD-PRIV01', 2500000.0000, 2500000.00, 2625000.00, 5.0000, '2026-09-04'),
('CUST-DEMO-C', 'PROD-110022', 400000.0000, 400000.00, 412000.00, 3.0000, '2026-09-04'),
('CUST-DEMO-C', 'PROD-WMG001', 200000.0000, 200000.00, 203000.00, 1.5000, '2026-09-04'),
('CUST-DEMO-D', 'PROD-005827', 300000.0000, 300000.00, 315000.00, 5.0000, '2026-09-04'),
('CUST-DEMO-D', 'PROD-510300', 150000.0000, 150000.00, 154500.00, 3.0000, '2026-09-04'),
('CUST-DEMO-E', 'PROD-161725', 120000.0000, 120000.00, 108000.00, -10.0000, '2026-09-04'),
('CUST-DEMO-E', 'PROD-510500', 80000.0000, 80000.00, 88000.00, 10.0000, '2026-09-04');