Enhance suitability assessment and documentation

- 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:
2026-09-07 11:15:30 +08:00
parent 1ddd44a6cb
commit 3fb0ceb334
44 changed files with 7479 additions and 250 deletions
+2 -2
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@@ -30,11 +30,11 @@ python scripts/sync/sync_neo4j.py
| 类型 | 数量 |
| --- | --- |
| 客户 | 28 |
| 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 |
| 双角色 staff | 1(STAFF-10091 advisor+compliance) |
| 产品 | 12 |
| 产品 | 14 |
| 持仓记录 | ~45 |
| 交易 | 25+ |