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XingHuo/docs/memory/ITERATION.md
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zhanghongyu_0626 2c5440b8b0 Update ENVIRONMENT and ITERATION documentation; add industry background and role research
- Enhanced `ENVIRONMENT.md` with a new section on platform positioning and industry context, detailing the project's role as a comprehensive wealth management institution.
- Updated the service roles table to include insights from the four-role industry research.
- Added new files for "平台与行业背景" and "四角色行业调研" to provide detailed context and operational insights for the project's agents.
- Revised `ITERATION.md` to reflect the addition of these new documents and their relevance to user requirements.
2026-09-07 11:53:38 +08:00

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# 需求迭代
| 日期 | 变更 | 原因 | 影响 |
| --- | --- | --- | --- |
| 2026-09-05 | init 项目记忆 + app 脚手架 | 用户要求 memory kit + 目录结构 | MEMORY / ENVIRONMENT / REQUIREMENTS / FRAMEWORK / FLOW / TODO |
| 2026-09-05 | 需求拆解四 Agent P0 场景定稿 | 用户故事归纳 | REQUIREMENTS(对照 docs/需求拆解/) |
| 2026-09-05 | 技术栈 Windows 原生 + Milvus Lite | 本机内存限制 | FRAMEWORK |
| 2026-09-05 | Core 模拟库 jinrong_core + 扩大种子 + Neo4j 同步 | 无真实 Core | FRAMEWORK / FLOW / ENVIRONMENT |
| 2026-09-05 | Agent 编排依赖改为 LangGraph 为主 | 状态图 + Tool 节点 | FRAMEWORK |
| 2026-09-05 | memory 全量刷新:§0 新 Agent 交接清单 + 实现状态表 + bootstrap | 脚手架已落地,便于无上下文交接 | MEMORY / FRAMEWORK / FLOW / TODO / REQUIREMENTS / ENVIRONMENT |
| 2026-09-07 | Core 表结构对齐客户资料手册(KYC/风评/适当性矩阵/AML/产品起购期限) | 用户要求与手册一致 | FRAMEWORK / Core模拟底座 / core_ro |
| 2026-09-07 | risk_suitability_log 扩展 P0 字段,与 check_suitability 一一映射 | 避免 R-02 接入大规模返工 | 表设计/07 · suitability.py · core_ro |
| 2026-09-07 | 画像 L1/L2/L3 框架文档 06 + memory/业务记忆管理同步 | 用户要求先定文档 | 表设计/06 · MEMORY · FLOW · 业务记忆管理手册 |
| 2026-09-07 | 用户故事新增「平台与行业背景」「四角色行业调研」+ ENVIRONMENT 更新 | 用户要求补行业语境 | 用户故事/ · ENVIRONMENT |