feat(ppt): add data review step between parsing and generation

Add a mandatory data verification step so users can inspect and edit
LLM-extracted data before generating the PPT.

- New PptDataReview.vue: auto-validation on mount, key metrics cards,
  editable benefit/withdrawal tables, inline error highlighting
- New PUT /session/<id>/extractions API endpoint for saving user edits
- Extend PptPage flow from 4 steps to 5 (upload→parse→review→generate→result)
- Update ppt-api.ts with updateExtractions() method
- Update PptParsing button text to match new flow

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

api/insurance/ppt/routes.py

@@ -450,6 +450,61 @@ def validate_extraction(session_id):
     })
 
 
+# ─── 更新提取数据 ─────────────────────────────────────────
+
+@ppt_bp.route("/session/<session_id>/extractions", methods=["PUT"])
+@jwt_required
+def update_extractions(session_id):
+    """保存用户修改后的提取数据。"""
+    user_id = str(getattr(request, "user_id", "guest"))
+    session = _get_session(session_id, user_id)
+    if not session:
+        return error(ErrorCode.NOT_FOUND, "会话不存在")
+
+    data = request.get_json(silent=True) or {}
+    extractions = data.get("extractions")
+    if not isinstance(extractions, list):
+        return error(ErrorCode.PARAM_ERROR, "extractions 必须是数组")
+
+    # 合并更新：只更新 data 字段，保留 pdfPath/status 等元信息
+    existing = json.loads(session.extractions_json) if session.extractions_json else []
+    existing_map = {e["pdfName"]: e for e in existing}
+
+    for ext in extractions:
+        pdf_name = ext.get("pdfName")
+        if not pdf_name or pdf_name not in existing_map:
+            continue
+        # 更新数据字段
+        if "data" in ext:
+            existing_map[pdf_name]["data"] = ext["data"]
+        if "productName" in ext:
+            existing_map[pdf_name]["productName"] = ext["productName"]
+        if "planType" in ext:
+            existing_map[pdf_name]["planType"] = ext["planType"]
+        # 重新计算行数
+        d = existing_map[pdf_name].get("data")
+        if d:
+            rows = d.get("benefit_illustration") or d.get("benefitRows") or []
+            existing_map[pdf_name]["yearCount"] = len(rows)
+
+    updated = list(existing_map.values())
+    session.extractions_json = json.dumps(updated, ensure_ascii=False)
+    session.status = "parsed"  # 回到 parsed 状态，需要重新生成
+    _save_session(session)
+
+    return success({
+        "sessionId": session_id,
+        "status": "updated",
+        "extractions": [{
+            "pdfName": e["pdfName"],
+            "planType": e["planType"],
+            "status": e["status"],
+            "productName": e["productName"],
+            "yearCount": e["yearCount"],
+        } for e in updated],
+    })
+
+
 # ─── 公司知识库匹配 ───────────────────────────────────────
 
 @ppt_bp.route("/company-kb/match", methods=["POST"])

frontend/src/pages/PptPage.vue

@@ -4,6 +4,7 @@
     <el-steps :active="currentStep" finish-status="success" align-center class="ppt-steps">
       <el-step title="上传" description="选择PDF计划书" />
       <el-step title="解析" description="AI智能识别" />
+      <el-step title="校验" description="查看并确认数据" />
       <el-step title="生成" description="选择风格并生成" />
       <el-step title="结果" description="下载PPT" />
     </el-steps>
@@ -20,16 +21,22 @@
         @parsed="onParsed"
         @back="currentStep = 0"
       />
-      <PptGenerate
+      <PptDataReview
         v-else-if="currentStep === 2"
         :session-id="sessionId"
-        @generated="onGenerated"
+        @confirmed="onDataConfirmed"
         @back="currentStep = 1"
       />
-      <PptResult
+      <PptGenerate
         v-else-if="currentStep === 3"
         :session-id="sessionId"
-        @regenerate="currentStep = 2"
+        @generated="onGenerated"
+        @back="currentStep = 2"
+      />
+      <PptResult
+        v-else-if="currentStep === 4"
+        :session-id="sessionId"
+        @regenerate="currentStep = 3"
         @new-session="resetAll"
       />
     </div>
@@ -40,6 +47,7 @@
 import { ref } from 'vue'
 import PptUpload from './components/ppt/PptUpload.vue'
 import PptParsing from './components/ppt/PptParsing.vue'
+import PptDataReview from './components/ppt/PptDataReview.vue'
 import PptGenerate from './components/ppt/PptGenerate.vue'
 import PptResult from './components/ppt/PptResult.vue'
 
@@ -55,10 +63,14 @@ function onParsed() {
   currentStep.value = 2
 }
 
-function onGenerated() {
+function onDataConfirmed() {
   currentStep.value = 3
 }
 
+function onGenerated() {
+  currentStep.value = 4
+}
+
 function resetAll() {
   currentStep.value = 0
   sessionId.value = ''

frontend/src/pages/components/ppt/PptDataReview.vue

@@ -0,0 +1,497 @@
+<template>
+  <div class="ppt-data-review">
+    <el-card shadow="never" class="review-card">
+      <template #header>
+        <div class="card-header">
+          <el-icon><DataAnalysis /></el-icon>
+          <span>数据校验</span>
+          <el-tag v-if="validationStatus === 'pass'" type="success" size="small" class="header-tag">全部通过</el-tag>
+          <el-tag v-else-if="validationStatus === 'warn'" type="warning" size="small" class="header-tag">有警告</el-tag>
+          <el-tag v-else-if="validationStatus === 'error'" type="danger" size="small" class="header-tag">有错误</el-tag>
+        </div>
+      </template>
+
+      <!-- 加载中 -->
+      <div v-if="loading" class="loading-state">
+        <el-icon class="is-loading" :size="32"><Loading /></el-icon>
+        <p>正在校验数据...</p>
+      </div>
+
+      <template v-else>
+        <!-- 验证问题列表 -->
+        <div v-if="issues.length" class="issues-section">
+          <div
+            v-for="(issue, idx) in issues"
+            :key="idx"
+            class="issue-item"
+            :class="issue.severity"
+          >
+            <el-icon v-if="issue.severity === 'error'" color="#f56c6c"><CircleCloseFilled /></el-icon>
+            <el-icon v-else color="#e6a23c"><WarningFilled /></el-icon>
+            <span class="issue-field">{{ issue.field }}</span>
+            <span class="issue-msg">{{ issue.message }}</span>
+          </div>
+        </div>
+
+        <!-- 逐个产品展示 -->
+        <div v-for="(ext, idx) in extractions" :key="idx" class="extraction-block">
+          <div class="extraction-header">
+            <el-tag :type="typeTagMap[ext.planType] || 'info'" size="small">
+              {{ typeNameMap[ext.planType] || ext.planType }}
+            </el-tag>
+            <span class="product-name">{{ ext.productName }}</span>
+            <el-tag v-if="ext.status === 'success' || ext.status === 'cached'" type="success" size="small">解析成功</el-tag>
+            <el-tag v-else type="danger" size="small">解析失败</el-tag>
+          </div>
+
+          <template v-if="ext.data && (ext.status === 'success' || ext.status === 'cached')">
+            <!-- 关键指标卡 -->
+            <div class="metrics-row">
+              <div class="metric-card" v-for="m in getKeyMetrics(ext)" :key="m.label">
+                <div class="metric-value">{{ m.value }}</div>
+                <div class="metric-label">{{ m.label }}</div>
+              </div>
+            </div>
+
+            <!-- 基本信息（可编辑） -->
+            <el-collapse>
+              <el-collapse-item title="基本信息（可编辑）" name="basic">
+                <el-form label-width="120px" size="small" class="basic-form">
+                  <el-form-item label="产品名称">
+                    <el-input v-model="ext.data.product_name" />
+                  </el-form-item>
+                  <el-form-item label="产品类型">
+                    <el-select v-model="ext.data.product_type" style="width: 100%">
+                      <el-option label="储蓄险" value="savings" />
+                      <el-option label="重疾险" value="ci" />
+                      <el-option label="IUL" value="iul" />
+                    </el-select>
+                  </el-form-item>
+                  <el-form-item label="被保人年龄">
+                    <el-input-number v-model="ext.data.insured.age" :min="0" :max="120" />
+                  </el-form-item>
+                  <el-form-item label="被保人性别">
+                    <el-select v-model="ext.data.insured.gender" style="width: 100%">
+                      <el-option label="男" value="male" />
+                      <el-option label="女" value="female" />
+                    </el-select>
+                  </el-form-item>
+                  <el-form-item label="年缴保费">
+                    <el-input-number v-model="ext.data.policy.annual_premium" :min="0" :step="1000" />
+                  </el-form-item>
+                  <el-form-item label="缴费年期">
+                    <el-input-number v-model="ext.data.policy.premium_payment_period" :min="1" :max="50" />
+                  </el-form-item>
+                  <el-form-item v-if="ext.data.policy.sum_insured" label="保额">
+                    <el-input-number v-model="ext.data.policy.sum_insured" :min="0" :step="10000" />
+                  </el-form-item>
+                </el-form>
+              </el-collapse-item>
+
+              <!-- 利益演示表（可编辑） -->
+              <el-collapse-item :title="`利益演示表（${ext.yearCount} 行，可编辑）`" name="benefit">
+                <div class="table-wrapper">
+                  <el-table
+                    :data="ext.data.benefit_illustration || []"
+                    stripe
+                    border
+                    size="small"
+                    max-height="400"
+                    style="width: 100%"
+                  >
+                    <el-table-column prop="policy_year" label="保单年度" width="80">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.policy_year" :min="1" :max="100" size="small" controls-position="right" style="width: 70px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column prop="age" label="年龄" width="70">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.age" :min="0" :max="130" size="small" controls-position="right" style="width: 60px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column prop="total_premium_paid" label="累计保费" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.total_premium_paid" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column prop="guaranteed_cash_value" label="保证现金价值" min-width="120">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.guaranteed_cash_value" :min="0" :step="1000" size="small" controls-position="right" style="width: 110px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column v-if="hasField(ext.data.benefit_illustration, 'reversionary_bonus')" prop="reversionary_bonus" label="归原红利" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.reversionary_bonus" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column v-if="hasField(ext.data.benefit_illustration, 'terminal_dividend')" prop="terminal_dividend" label="终期红利" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.terminal_dividend" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column prop="total_surrender_value" label="退保总值" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.total_surrender_value" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column v-if="hasField(ext.data.benefit_illustration, 'death_benefit')" prop="death_benefit" label="身故赔偿" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.death_benefit" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                  </el-table>
+                </div>
+              </el-collapse-item>
+
+              <!-- 退保提取表（可编辑，如果有） -->
+              <el-collapse-item
+                v-if="ext.data.withdrawal_illustration && ext.data.withdrawal_illustration.length"
+                :title="`退保提取表（${ext.data.withdrawal_illustration.length} 行，可编辑）`"
+                name="withdrawal"
+              >
+                <div class="table-wrapper">
+                  <el-table
+                    :data="ext.data.withdrawal_illustration"
+                    stripe
+                    border
+                    size="small"
+                    max-height="300"
+                    style="width: 100%"
+                  >
+                    <el-table-column prop="policy_year" label="保单年度" width="80">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.policy_year" :min="1" :max="100" size="small" controls-position="right" style="width: 70px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column prop="withdrawal_amount" label="提取金额" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.withdrawal_amount" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column v-if="hasField(ext.data.withdrawal_illustration, 'cumulative_withdrawal')" prop="cumulative_withdrawal" label="累计提取" min-width="110">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.cumulative_withdrawal" :min="0" :step="1000" size="small" controls-position="right" style="width: 100px" />
+                      </template>
+                    </el-table-column>
+                    <el-table-column prop="remaining_surrender_value" label="剩余退保价值" min-width="120">
+                      <template #default="{ row }">
+                        <el-input-number v-model="row.remaining_surrender_value" :min="0" :step="1000" size="small" controls-position="right" style="width: 110px" />
+                      </template>
+                    </el-table-column>
+                  </el-table>
+                </div>
+              </el-collapse-item>
+            </el-collapse>
+          </template>
+
+          <el-empty v-else-if="ext.status === 'error'" :description="ext.error || '解析失败'" />
+        </div>
+
+        <!-- 底部操作 -->
+        <div class="review-actions">
+          <el-button @click="$emit('back')">返回上传</el-button>
+          <el-button v-if="isDirty" @click="handleSave" :loading="saving">
+            保存修改
+          </el-button>
+          <el-button
+            type="primary"
+            size="large"
+            :disabled="validationStatus === 'error'"
+            @click="handleConfirm"
+          >
+            确认数据，生成 PPT
+          </el-button>
+        </div>
+      </template>
+    </el-card>
+  </div>
+</template>
+
+<script setup lang="ts">
+import { ref, computed, onMounted } from 'vue'
+import { ElMessage } from 'element-plus'
+import {
+  DataAnalysis, Loading, CircleCloseFilled, WarningFilled,
+} from '@element-plus/icons-vue'
+import { pptApi } from '@/utils/ppt-api'
+
+const props = defineProps<{
+  sessionId: string
+}>()
+
+const emit = defineEmits<{
+  confirmed: []
+  back: []
+}>()
+
+const loading = ref(true)
+const saving = ref(false)
+const extractions = ref<any[]>([])
+const issues = ref<Array<{ field: string; severity: string; message: string }>>([])
+const originalJson = ref('')
+
+const typeTagMap: Record<string, string> = {
+  savings: 'success',
+  ci: 'warning',
+  iul: 'info',
+}
+const typeNameMap: Record<string, string> = {
+  savings: '储蓄险',
+  ci: '重疾险',
+  iul: 'IUL',
+}
+
+const validationStatus = computed(() => {
+  if (issues.value.some(i => i.severity === 'error')) return 'error'
+  if (issues.value.some(i => i.severity === 'warn')) return 'warn'
+  return 'pass'
+})
+
+const isDirty = computed(() => {
+  return JSON.stringify(extractions.value) !== originalJson.value
+})
+
+onMounted(async () => {
+  try {
+    // 并行获取会话数据和验证结果
+    const [sessionRes, validateRes]: any[] = await Promise.all([
+      pptApi.getSession(props.sessionId),
+      pptApi.validate(props.sessionId),
+    ])
+
+    // 解析会话中的完整提取数据
+    const sessionData = sessionRes?.data
+    if (sessionData?.extractions_json) {
+      extractions.value = JSON.parse(sessionData.extractions_json)
+    } else if (sessionData?.extractions) {
+      extractions.value = sessionData.extractions
+    }
+
+    // 确保 data 中的子对象存在
+    for (const ext of extractions.value) {
+      if (ext.data) {
+        ext.data.insured = ext.data.insured || {}
+        ext.data.policy = ext.data.policy || {}
+      }
+    }
+
+    originalJson.value = JSON.stringify(extractions.value)
+
+    // 验证结果
+    const validateData = validateRes?.data
+    issues.value = validateData?.issues || []
+  } catch (e: any) {
+    ElMessage.error('加载数据失败: ' + (e?.message || '未知错误'))
+  } finally {
+    loading.value = false
+  }
+})
+
+function getKeyMetrics(ext: any) {
+  const d = ext.data
+  if (!d) return []
+
+  const policy = d.policy || {}
+  const insured = d.insured || {}
+  const rows = d.benefit_illustration || []
+
+  const metrics = [
+    { label: '被保人年龄', value: insured.age ? `${insured.age}岁` : '-' },
+    { label: '年缴保费', value: policy.annual_premium ? formatNum(policy.annual_premium) : '-' },
+    { label: '缴费年期', value: policy.premium_payment_period ? `${policy.premium_payment_period}年` : '-' },
+  ]
+
+  // 计算回本年份
+  const annualPremium = Number(policy.annual_premium) || 0
+  const payYears = Number(policy.premium_payment_period) || 0
+  if (annualPremium > 0 && payYears > 0 && rows.length > 0) {
+    const totalInvest = annualPremium * payYears
+    const breakevenRow = rows.find((r: any) => (Number(r.total_surrender_value) || 0) >= totalInvest)
+    metrics.push({ label: '总投入', value: formatNum(totalInvest) })
+    metrics.push({ label: '回本年份', value: breakevenRow ? `第${breakevenRow.policy_year}年` : '未回本' })
+
+    // 第20年倍数
+    const row20 = rows.find((r: any) => r.policy_year === 20)
+    if (row20) {
+      const sv = Number(row20.total_surrender_value) || 0
+      const multiple = totalInvest > 0 ? (sv / totalInvest).toFixed(2) : '-'
+      metrics.push({ label: '20年倍数', value: `${multiple}x` })
+    }
+  }
+
+  if (rows.length > 0) {
+    metrics.push({ label: '数据行数', value: `${rows.length}行` })
+  }
+
+  return metrics
+}
+
+function formatNum(n: number) {
+  return Number(n).toLocaleString('en-US')
+}
+
+function hasField(rows: any[], field: string): boolean {
+  if (!rows || !rows.length) return false
+  return rows.some(r => r[field] !== undefined && r[field] !== null)
+}
+
+async function handleSave() {
+  saving.value = true
+  try {
+    await pptApi.updateExtractions(props.sessionId, extractions.value)
+    originalJson.value = JSON.stringify(extractions.value)
+    ElMessage.success('数据已保存')
+
+    // 重新验证
+    const validateRes: any = await pptApi.validate(props.sessionId)
+    issues.value = validateRes?.data?.issues || []
+  } catch (e: any) {
+    ElMessage.error('保存失败: ' + (e?.message || '未知错误'))
+  } finally {
+    saving.value = false
+  }
+}
+
+function handleConfirm() {
+  if (isDirty.value) {
+    // 有未保存的修改，先保存再跳转
+    handleSave().then(() => emit('confirmed'))
+  } else {
+    emit('confirmed')
+  }
+}
+</script>
+
+<style scoped>
+.ppt-data-review {
+  width: 100%;
+  max-width: 900px;
+}
+
+.review-card {
+  width: 100%;
+}
+
+.card-header {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  font-size: 16px;
+  font-weight: 600;
+}
+
+.header-tag {
+  margin-left: auto;
+}
+
+.loading-state {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 12px;
+  padding: 60px 0;
+  color: #909399;
+}
+
+/* 验证问题 */
+.issues-section {
+  margin-bottom: 20px;
+  padding: 12px;
+  background: #fdf6ec;
+  border-radius: 8px;
+  border: 1px solid #faecd8;
+}
+
+.issue-item {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 6px 0;
+  font-size: 13px;
+}
+
+.issue-item.error {
+  color: #f56c6c;
+}
+
+.issue-item .issue-field {
+  font-weight: 600;
+  min-width: 120px;
+}
+
+.issue-item .issue-msg {
+  flex: 1;
+}
+
+/* 产品块 */
+.extraction-block {
+  margin-bottom: 20px;
+  padding: 16px;
+  border: 1px solid #ebeef5;
+  border-radius: 8px;
+  background: #fafafa;
+}
+
+.extraction-header {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 16px;
+}
+
+.product-name {
+  font-size: 16px;
+  font-weight: 600;
+  flex: 1;
+}
+
+/* 指标卡 */
+.metrics-row {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 12px;
+  margin-bottom: 16px;
+}
+
+.metric-card {
+  flex: 1;
+  min-width: 100px;
+  padding: 12px;
+  background: #fff;
+  border-radius: 8px;
+  border: 1px solid #ebeef5;
+  text-align: center;
+}
+
+.metric-value {
+  font-size: 18px;
+  font-weight: 700;
+  color: #303133;
+}
+
+.metric-label {
+  font-size: 12px;
+  color: #909399;
+  margin-top: 4px;
+}
+
+/* 表格 */
+.table-wrapper {
+  overflow-x: auto;
+}
+
+/* 基本信息表单 */
+.basic-form {
+  max-width: 500px;
+}
+
+/* 底部操作 */
+.review-actions {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-top: 24px;
+  padding-top: 16px;
+  border-top: 1px solid #ebeef5;
+}
+</style>

frontend/src/pages/components/ppt/PptParsing.vue

@@ -35,7 +35,7 @@
         >
           <template #extra>
             <el-button @click="$emit('back')">返回上传</el-button>
-            <el-button v-if="hasSuccess" type="primary" @click="$emit('parsed')">下一步：生成 PPT</el-button>
+            <el-button v-if="hasSuccess" type="primary" @click="$emit('parsed')">下一步：校验数据</el-button>
           </template>
         </el-result>
 

frontend/src/utils/ppt-api.ts

@@ -81,6 +81,11 @@ export const pptApi = {
     return api.get(`/ppt/validate/${sessionId}`)
   },
 
+  /** 保存用户修改后的提取数据 */
+  updateExtractions(sessionId: string, extractions: any[]) {
+    return api.put(`/ppt/session/${sessionId}/extractions`, { extractions })
+  },
+
   /** 获取渲染选项 */
   getRenderOptions() {
     return api.get('/ppt/render-options')