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---
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target: PPT and poster generation UI
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total_score: 22
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max_score: 40
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na_heuristics:
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p0_count: 0
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p1_count: 3
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timestamp: 2026-07-27T05-55-39Z
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slug: ages-pptpage-vue-frontend-src-pages-posterpage-vue
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---
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Method: dual-agent (A: 019fa220-a919-70c1-84a3-41f7a2882aa1 · B: 019fa220-d017-71c2-9c00-e288c7c960e2)
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Design Health Score: 22/40. 可用，但需要明显设计提升。
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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。
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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。
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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。
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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。
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What's Working:
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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。
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2. 上传、解析、生成、下载都有基础状态反馈。
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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。
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Priority Issues:
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[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。
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[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。
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[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。
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[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。
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[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。
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Persona Red Flags:
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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。
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Alex 高频销售用户：每天重复生成时缺少快捷路径，会觉得慢。
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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。
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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。
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Minor Observations:
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PPT 和海报最大宽度、按钮位置、步骤密度不一致。
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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。
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海报尺寸选择太晚，前面选模板时无法预期构图比例。
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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。
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Questions:
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1. 60 秒内生成客户版材料时，哪些配置应默认化？
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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？
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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？
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@ -568,9 +568,6 @@ class PptAdminService:
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settings = SystemSetting.query.all()
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data = {}
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for s in settings:
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if any(kw in s.key.lower() for kw in self._SENSITIVE_KEYS):
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data[s.key] = self._mask_value(s.key, s.value)
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else:
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data[s.key] = s.value
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return {
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"code": 0,
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@ -15,7 +15,7 @@ logger = logging.getLogger(__name__)
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def migrate():
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"""执行迁移。"""
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from insurance.db.compat import db
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dialect = db.session.bind.dialect.name
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dialect = db.engine.dialect.name
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_fix_slides_config_json(db)
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_add_poster_record_fields(db, dialect)
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@ -25,7 +25,7 @@ def migrate():
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def _column_exists(db, table_name: str, column_name: str) -> bool:
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"""检查列是否存在。"""
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dialect = db.session.bind.dialect.name
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dialect = db.engine.dialect.name
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if dialect == "postgresql":
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result = db.session.execute(text(
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"SELECT COUNT(*) FROM information_schema.columns "
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156
api/insurance/ppt/comparison.py
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156
api/insurance/ppt/comparison.py
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"""多份保险计划书的确定性对比计算。"""
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from __future__ import annotations
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from typing import Iterable
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from insurance.ppt.irr import compute_irr_ma, ia_irr_cap
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DEFAULT_COMPARISON_YEARS = [5, 10, 20, 30]
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MAX_COMPARISON_PRODUCTS = 4
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def build_comparison_contract(
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products: list[dict],
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mode: str = "single",
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comparison_years: Iterable[int] | None = None,
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) -> dict:
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"""将归一化产品转换为渲染器可直接使用的对比契约。"""
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normalized_mode = (mode or "single").lower()
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if normalized_mode not in {"single", "compare", "portfolio"}:
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raise ValueError("generationMode 必须是 single、compare 或 portfolio")
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if normalized_mode == "single":
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return {"mode": "single", "products": [], "years": [], "warnings": []}
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if len(products) < 2:
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raise ValueError("产品对比或组合方案至少需要 2 份有效计划书")
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if len(products) > MAX_COMPARISON_PRODUCTS:
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raise ValueError(f"一次最多对比 {MAX_COMPARISON_PRODUCTS} 份计划书")
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years = _normalize_years(comparison_years)
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kinds = {str(p.get("kind") or "").lower() for p in products}
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currencies = {
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str((p.get("policy") or {}).get("currency") or "").upper()
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for p in products
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if (p.get("policy") or {}).get("currency")
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}
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warnings: list[str] = []
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if normalized_mode == "compare":
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if len(kinds) != 1:
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raise ValueError("不同险种不能直接横向排名，请选择“组合方案”模式")
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if len(currencies) > 1:
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raise ValueError("不同币种不能直接比较，请上传相同币种的计划书")
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elif len(currencies) > 1:
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warnings.append("组合中包含不同币种，金额仅分别展示，不计算合计")
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insured_signatures = {
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(
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(p.get("insured") or {}).get("age"),
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str((p.get("insured") or {}).get("gender") or "").lower(),
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)
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for p in products
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}
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if len(insured_signatures) > 1:
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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")
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return {
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"mode": normalized_mode,
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"years": years,
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"currency": next(iter(currencies), ""),
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"productKinds": sorted(kinds),
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"products": [_build_product_metrics(product, years) for product in products],
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"warnings": warnings,
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}
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def _normalize_years(years: Iterable[int] | None) -> list[int]:
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values = []
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for value in years or DEFAULT_COMPARISON_YEARS:
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try:
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year = int(value)
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except (TypeError, ValueError):
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continue
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if 1 <= year <= 100 and year not in values:
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values.append(year)
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return sorted(values) or list(DEFAULT_COMPARISON_YEARS)
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def _build_product_metrics(product: dict, years: list[int]) -> dict:
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policy = product.get("policy") or {}
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rows = product.get("benefitRows") or []
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annual_premium = _number(policy.get("annualPremium"))
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pay_years = int(_number(policy.get("payYears")))
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total_premium = _number(
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policy.get("contractualTotalPremium")
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or policy.get("totalPremium")
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or annual_premium * pay_years
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)
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currency = str(policy.get("currency") or "").upper()
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year_values = {}
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for year in years:
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row = _find_year(rows, year)
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if not row:
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year_values[str(year)] = None
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continue
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total_value = _number(row.get("totalSurrenderValue"))
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guaranteed_value = _number(row.get("guaranteedCashValue"))
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death_benefit = _number(
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row.get("nonGuaranteedDeathBenefit")
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or row.get("deathBenefit")
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or row.get("guaranteedDeathBenefit")
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)
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irr = compute_irr_ma(
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annual_premium,
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pay_years,
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total_value,
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year,
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ia_irr_cap(currency or "HKD"),
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)
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year_values[str(year)] = {
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"guaranteedValue": guaranteed_value,
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"totalValue": total_value,
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"deathBenefit": death_benefit,
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"irr": round(irr * 100, 2) if irr is not None else None,
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"sourcePage": row.get("sourcePage"),
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}
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return {
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"fileId": product.get("fileId", ""),
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"pdfName": product.get("pdfName", ""),
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"companyId": product.get("companyId", ""),
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"productName": product.get("productName", ""),
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"kind": product.get("kind", "savings"),
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"currency": currency,
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"annualPremium": annual_premium,
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"payYears": pay_years,
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"totalPremium": total_premium,
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"sumInsured": _number(policy.get("sumInsured")),
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"breakevenYear": _find_breakeven_year(rows),
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"yearValues": year_values,
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}
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def _find_year(rows: list[dict], year: int) -> dict | None:
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for row in rows:
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if int(_number(row.get("policyYear"))) == year:
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return row
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return None
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def _find_breakeven_year(rows: list[dict]) -> int | None:
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for row in rows:
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premium = _number(row.get("totalPremiumPaid"))
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value = _number(row.get("totalSurrenderValue"))
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if premium > 0 and value >= premium:
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return int(_number(row.get("policyYear")))
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return None
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def _number(value) -> float:
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try:
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return float(value or 0)
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except (TypeError, ValueError):
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return 0.0
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