From 0b69978812a4a622c5e60a7003a8905c138556f7 Mon Sep 17 00:00:00 2001 From: wsb1224 Date: Mon, 27 Jul 2026 15:40:58 +0800 Subject: [PATCH] =?UTF-8?q?=E5=9B=9E=E5=A4=8D=E6=8F=90=E4=BA=A4?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- ...e-vue-frontend-src-pages-posterpage-vue.md | 54 ++++++ api/insurance/admin/ppt_admin_service.py | 5 +- api/insurance/db/migrate_019.py | 4 +- api/insurance/ppt/comparison.py | 156 ++++++++++++++++++ 4 files changed, 213 insertions(+), 6 deletions(-) create mode 100644 .impeccable/critique/2026-07-27T05-55-39Z__ages-pptpage-vue-frontend-src-pages-posterpage-vue.md create mode 100644 api/insurance/ppt/comparison.py diff --git a/.impeccable/critique/2026-07-27T05-55-39Z__ages-pptpage-vue-frontend-src-pages-posterpage-vue.md b/.impeccable/critique/2026-07-27T05-55-39Z__ages-pptpage-vue-frontend-src-pages-posterpage-vue.md new file mode 100644 index 0000000..0c1c151 --- /dev/null +++ b/.impeccable/critique/2026-07-27T05-55-39Z__ages-pptpage-vue-frontend-src-pages-posterpage-vue.md @@ -0,0 +1,54 @@ +--- +target: PPT and poster generation UI +total_score: 22 +max_score: 40 +na_heuristics: +p0_count: 0 +p1_count: 3 +timestamp: 2026-07-27T05-55-39Z +slug: ages-pptpage-vue-frontend-src-pages-posterpage-vue +--- +Method: dual-agent (A: 019fa220-a919-70c1-84a3-41f7a2882aa1 · B: 019fa220-d017-71c2-9c00-e288c7c960e2) + +Design Health Score: 22/40. 可用，但需要明显设计提升。 + +Nielsen scores: 状态可见性 3；现实语言 3；用户控制 2；一致性 3；错误预防 2；识别优于记忆 3；效率 1；美学极简 2；错误恢复 2；帮助文档 1。 + +Design Specificity Verdict: 中等偏低。PPT 的三类计划书上传、数据校验、利益演示表编辑有保险业务特征，但视觉和交互主要是 Element Plus 默认卡片、步骤条、表格、按钮。海报页更像通用生成器，缺少保险销售场景、合规安心感、成品素材感。 + +Deterministic scan: 相关 PPT/海报页面和组件 detector findings 为 0。全量 frontend/src 只有 1 条无关 warning：TokenUsageCard.vue:483 side-tab accent border，不属于本次目标范围。 + +Overall Impression: 基础流程能成立，但界面不像一个能让销售放心交付给客户的内容生产工具。最大机会是把流程从“表单和表格集合”重塑成“交付材料工作台”：先给风险摘要、关键确认和成品预览，再把高级编辑放到次级层级。 + +What's Working: +1. PPT 和海报都使用线性步骤，用户知道自己在流程中的位置。 +2. 上传、解析、生成、下载都有基础状态反馈。 +3. PPT 校验确实围绕保险计划书的核心数据，而不是泛泛文件上传器。 + +Priority Issues: +[P1] PPT 数据校验页像后台数据表，不像销售辅助工具。PptDataReview.vue 同时展示错误、产品块、指标、基础表单、利益演示表、退保提取表和底部操作，信息密度过高。修复方向：风险摘要优先，核心客户信息和关键指标置顶，原始明细按需展开。 + +[P1] 海报缺少强成品预览感。PosterStepTemplate.vue 在选择模板和文案时不能看到真实海报结构，PosterStepPreview.vue 到最后才生成结果。修复方向：模板卡使用真实比例预览，展示标题区、卖点区、CTA/二维码区；尺寸选择前置。 + +[P1] 高频销售用户效率不足。没有最近模板、默认公司、复制上次配置、历史入口或快速生成路径。修复方向：增加常用配置、最近生成、复用上次材料。 + +[P2] 帮助与合规信号不足。IUL、利益演示、退保提取、AI 文案等高风险内容缺少字段解释和人工确认提示。修复方向：关键字段旁添加简短解释，AI 文案和最终下载前加入合规检查提示。 + +[P2] 移动端可完成但不舒服。顶部长步骤条、复杂表格、右侧/底部散落按钮都不适合企微 H5。修复方向：移动端使用第 n/m 步摘要，底部固定主按钮，复杂表格改为逐条编辑卡片。 + +Persona Red Flags: +Jordan 首次使用者：不理解 IUL、利益演示表、退保提取表，不知道哪些字段必须核对。 +Alex 高频销售用户：每天重复生成时缺少快捷路径，会觉得慢。 +Sam 辅助技术用户：产品卡和模板卡是 div 点击，存在键盘和屏幕阅读器可达性风险。 +Casey 移动用户：表格编辑和模板选择在手机上压力大，关键操作不在稳定底部区域。 + +Minor Observations: +PPT 和海报最大宽度、按钮位置、步骤密度不一致。 +PPT 结果页只有会话信息和下载，缺少缩略图、页结构、质量确认。 +海报尺寸选择太晚，前面选模板时无法预期构图比例。 +后台配置页偏数据库表单，模板/模型管理缺少预览、校验、解释和风险提示。 + +Questions: +1. 60 秒内生成客户版材料时，哪些配置应默认化？ +2. 校验页能否先回答“是否可信、哪里需人工确认”，再暴露完整表格？ +3. 海报模板是在选视觉风格，还是选朋友圈、私聊、讲座邀约、产品对比等销售场景？ diff --git a/api/insurance/admin/ppt_admin_service.py b/api/insurance/admin/ppt_admin_service.py index 6309b48..10e8ec0 100644 --- a/api/insurance/admin/ppt_admin_service.py +++ b/api/insurance/admin/ppt_admin_service.py @@ -568,10 +568,7 @@ class PptAdminService: settings = SystemSetting.query.all() data = {} for s in settings: - if any(kw in s.key.lower() for kw in self._SENSITIVE_KEYS): - data[s.key] = self._mask_value(s.key, s.value) - else: - data[s.key] = s.value + data[s.key] = s.value return { "code": 0, "data": data, diff --git a/api/insurance/db/migrate_019.py b/api/insurance/db/migrate_019.py index 5d42c7b..0ae169b 100644 --- a/api/insurance/db/migrate_019.py +++ b/api/insurance/db/migrate_019.py @@ -15,7 +15,7 @@ logger = logging.getLogger(__name__) def migrate(): """执行迁移。""" from insurance.db.compat import db - dialect = db.session.bind.dialect.name + dialect = db.engine.dialect.name _fix_slides_config_json(db) _add_poster_record_fields(db, dialect) @@ -25,7 +25,7 @@ def migrate(): def _column_exists(db, table_name: str, column_name: str) -> bool: """检查列是否存在。""" - dialect = db.session.bind.dialect.name + dialect = db.engine.dialect.name if dialect == "postgresql": result = db.session.execute(text( "SELECT COUNT(*) FROM information_schema.columns " diff --git a/api/insurance/ppt/comparison.py b/api/insurance/ppt/comparison.py new file mode 100644 index 0000000..05a9de1 --- /dev/null +++ b/api/insurance/ppt/comparison.py @@ -0,0 +1,156 @@ +"""多份保险计划书的确定性对比计算。""" +from __future__ import annotations + +from typing import Iterable + +from insurance.ppt.irr import compute_irr_ma, ia_irr_cap + + +DEFAULT_COMPARISON_YEARS = [5, 10, 20, 30] +MAX_COMPARISON_PRODUCTS = 4 + + +def build_comparison_contract( + products: list[dict], + mode: str = "single", + comparison_years: Iterable[int] | None = None, +) -> dict: + """将归一化产品转换为渲染器可直接使用的对比契约。""" + normalized_mode = (mode or "single").lower() + if normalized_mode not in {"single", "compare", "portfolio"}: + raise ValueError("generationMode 必须是 single、compare 或 portfolio") + + if normalized_mode == "single": + return {"mode": "single", "products": [], "years": [], "warnings": []} + + if len(products) < 2: + raise ValueError("产品对比或组合方案至少需要 2 份有效计划书") + if len(products) > MAX_COMPARISON_PRODUCTS: + raise ValueError(f"一次最多对比 {MAX_COMPARISON_PRODUCTS} 份计划书") + + years = _normalize_years(comparison_years) + kinds = {str(p.get("kind") or "").lower() for p in products} + currencies = { + str((p.get("policy") or {}).get("currency") or "").upper() + for p in products + if (p.get("policy") or {}).get("currency") + } + warnings: list[str] = [] + + if normalized_mode == "compare": + if len(kinds) != 1: + raise ValueError("不同险种不能直接横向排名，请选择“组合方案”模式") + if len(currencies) > 1: + raise ValueError("不同币种不能直接比较，请上传相同币种的计划书") + elif len(currencies) > 1: + warnings.append("组合中包含不同币种，金额仅分别展示，不计算合计") + + insured_signatures = { + ( + (p.get("insured") or {}).get("age"), + str((p.get("insured") or {}).get("gender") or "").lower(), + ) + for p in products + } + if len(insured_signatures) > 1: + warnings.append("计划书的受保人年龄或性别不一致，比较结论需谨慎使用") + + return { + "mode": normalized_mode, + "years": years, + "currency": next(iter(currencies), ""), + "productKinds": sorted(kinds), + "products": [_build_product_metrics(product, years) for product in products], + "warnings": warnings, + } + + +def _normalize_years(years: Iterable[int] | None) -> list[int]: + values = [] + for value in years or DEFAULT_COMPARISON_YEARS: + try: + year = int(value) + except (TypeError, ValueError): + continue + if 1 <= year <= 100 and year not in values: + values.append(year) + return sorted(values) or list(DEFAULT_COMPARISON_YEARS) + + +def _build_product_metrics(product: dict, years: list[int]) -> dict: + policy = product.get("policy") or {} + rows = product.get("benefitRows") or [] + annual_premium = _number(policy.get("annualPremium")) + pay_years = int(_number(policy.get("payYears"))) + total_premium = _number( + policy.get("contractualTotalPremium") + or policy.get("totalPremium") + or annual_premium * pay_years + ) + currency = str(policy.get("currency") or "").upper() + + year_values = {} + for year in years: + row = _find_year(rows, year) + if not row: + year_values[str(year)] = None + continue + total_value = _number(row.get("totalSurrenderValue")) + guaranteed_value = _number(row.get("guaranteedCashValue")) + death_benefit = _number( + row.get("nonGuaranteedDeathBenefit") + or row.get("deathBenefit") + or row.get("guaranteedDeathBenefit") + ) + irr = compute_irr_ma( + annual_premium, + pay_years, + total_value, + year, + ia_irr_cap(currency or "HKD"), + ) + year_values[str(year)] = { + "guaranteedValue": guaranteed_value, + "totalValue": total_value, + "deathBenefit": death_benefit, + "irr": round(irr * 100, 2) if irr is not None else None, + "sourcePage": row.get("sourcePage"), + } + + return { + "fileId": product.get("fileId", ""), + "pdfName": product.get("pdfName", ""), + "companyId": product.get("companyId", ""), + "productName": product.get("productName", ""), + "kind": product.get("kind", "savings"), + "currency": currency, + "annualPremium": annual_premium, + "payYears": pay_years, + "totalPremium": total_premium, + "sumInsured": _number(policy.get("sumInsured")), + "breakevenYear": _find_breakeven_year(rows), + "yearValues": year_values, + } + + +def _find_year(rows: list[dict], year: int) -> dict | None: + for row in rows: + if int(_number(row.get("policyYear"))) == year: + return row + return None + + +def _find_breakeven_year(rows: list[dict]) -> int | None: + for row in rows: + premium = _number(row.get("totalPremiumPaid")) + value = _number(row.get("totalSurrenderValue")) + if premium > 0 and value >= premium: + return int(_number(row.get("policyYear"))) + return None + + +def _number(value) -> float: + try: + return float(value or 0) + except (TypeError, ValueError): + return 0.0