feat(portal): 推广材料补成完整流程向导，并改为按 body.code 判成败
- 投顾视图：创建 -> 补结构化输入(含七项费率) -> 生成 -> 投递 -> 查询 生成后自动把 material_version_id 填进投递框 - 管理员视图：新增推广材料审核（promotion:review 只给管理员，职责分离） - 统一结果渲染改看 body.code：本平台业务失败也返回 HTTP 200 （生成失败是 HTTP 200 + code=422 + '材料内容未通过合规校验'） - 输入骨架刻意不预填业绩（performance_info 有 show_* 开关可关）， 费率填占位文本以便跑通流程；真实材料必须换成真实值
This commit is contained in:
+206
-19
@@ -939,6 +939,26 @@ function renderAdmin(box) {
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<h2>知识库</h2>
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<h2>知识库</h2>
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<div class="row"><button class="act" onclick="loadKnowledge()">列出知识文档</button></div>
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<div class="row"><button class="act" onclick="loadKnowledge()">列出知识文档</button></div>
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<div id="knowledge"><div class="muted">未加载</div></div>
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<div id="knowledge"><div class="muted">未加载</div></div>
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</div>
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<div class="panel">
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<h2>推广材料审核</h2>
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<p class="hint">审核需要 <code>promotion:review</code>，只给管理员 —— 投顾没有这个码（职责分离），
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所以"生成"之后必须由管理员在这里通过，投顾才能投递。<br>
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<b>版本号从哪来</b>：投顾执行「生成」后，响应里的 <code>material_version_id</code> 就是它
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（状态 <code>pending_review</code>）。注意本平台<b>失败时也返回 HTTP 200</b>，
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判断成败要看 <code>body.code</code>。</p>
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<div class="row">
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<input class="q" id="promo-task" placeholder="任务单号 PM-..." style="width:220px">
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<button class="act" onclick="admPromoLookup()">查任务（自动填版本号）</button>
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</div>
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<div class="row">
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<input class="q" id="adm-version" placeholder="material_version_id" style="width:150px">
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<input class="q" id="adm-comment" placeholder="审核意见（可选）" style="width:240px">
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<button class="act primary" onclick="admReview('approved')">通过</button>
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<button class="act warn" onclick="admReview('revision_requested')">退回修改</button>
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<button class="act warn" onclick="admReview('rejected')">拒绝</button>
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</div>
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<div id="promo-admin-extra"></div>
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</div>`;
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</div>`;
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loadRoles();
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loadRoles();
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loadAudit();
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loadAudit();
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@@ -1021,6 +1041,31 @@ async function loadKnowledge() {
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: `<div class="muted">HTTP ${r.status}</div><pre>${esc(pretty(r.body))}</pre>`;
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: `<div class="muted">HTTP ${r.status}</div><pre>${esc(pretty(r.body))}</pre>`;
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}
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}
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async function admPromoLookup() {
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const t = $('promo-task').value.trim();
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if (!t) return alert('请填任务单号');
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const r = await GET(`/api/v1/fund-promotion-materials/${t}`);
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const mv = ((r.body || {}).data || {}).material_version || {};
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if (mv.id) $('adm-version').value = mv.id;
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$('promo-admin-extra').innerHTML = `<h2>任务 ${esc(t)}</h2>
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<p class="hint">HTTP <b>${r.status}</b>（管理员不受"已投递"限制，能直接看到版本）</p>
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<pre>${esc(pretty(r.body))}</pre>`;
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}
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async function admReview(decision) {
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const t = $('promo-task').value.trim();
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const vid = parseInt($('adm-version').value.trim(), 10);
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if (!t) return alert('请填任务单号');
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if (!vid) return alert('请填 material_version_id（可先点「查任务」自动填）');
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const comment = $('adm-comment').value.trim() || null;
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if (!confirm(`对 ${t} 的版本 ${vid} 执行「${decision}」？`)) return;
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const r = await jpost('/api/call', { method:'POST',
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path:`/api/v1/fund-promotion-materials/${t}/reviews`,
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body:{ material_version_id: vid, decision, comment } });
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$('promo-admin-extra').innerHTML = `<h2>审核结果（${esc(decision)}）</h2>
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<p class="hint">HTTP <b>${r.status}</b></p><pre>${esc(pretty(r.body))}</pre>`;
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}
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/* ---------------- 投顾 ---------------- */
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/* ---------------- 投顾 ---------------- */
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function renderAdvisor(box) {
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function renderAdvisor(box) {
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box.innerHTML = `
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box.innerHTML = `
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@@ -1044,22 +1089,83 @@ function renderAdvisor(box) {
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</div>
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</div>
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</div>
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</div>
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<div class="panel">
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<div class="panel">
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<h2>推广材料</h2>
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<h2>推广材料（按流程走）</h2>
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<p class="hint">这条线此前因为 <code>promotion:*</code> 四个权限码在库里根本不存在而整体 403，现已补齐。
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<p class="hint">这条线此前因为 <code>promotion:*</code> 四个权限码在库里根本不存在而整体 403，现已补齐。
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创建任务需要产品名、材料标题与风格代码。</p>
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<b>顺序不能跳</b>：创建 → <b>补结构化输入</b> → 生成 → <b>管理员审核</b> → 投递 → 才能查询。
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跳过任何一步，查询都会返回「该材料尚未发送给当前投顾」—— 那是合规设计，不是故障。</p>
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<div class="row">
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<div class="row">
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<input class="q" id="promo-name" placeholder="产品名称" value="南方科技稳健增利">
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<input class="q" id="promo-task" placeholder="任务单号 PM-..." style="width:220px">
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<input class="q" id="promo-title" placeholder="材料标题" value="稳健增利推介材料">
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<button class="act" onclick="promoGet()">查询任务</button>
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<input class="q" id="promo-style" placeholder="风格代码" value="steady_professional" style="width:170px">
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<button class="act" onclick="promoChecks()">合规检查结果</button>
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<button class="act primary" onclick="promoCreate()">创建推广材料</button>
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</div>
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</div>
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<div class="row">
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<div class="row">
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<input class="q" id="promo-no" placeholder="按单号查询，例如 PM-...">
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<input class="q" id="promo-name" value="南方科技稳健增利" placeholder="产品名称">
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<button class="act" onclick="promoGet()">查询</button>
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<input class="q" id="promo-title" value="稳健增利推介材料" placeholder="材料标题">
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<input class="q" id="promo-style" value="steady_professional" placeholder="风格代码" style="width:160px">
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<button class="act primary" onclick="promoCreate()">① 创建任务</button>
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</div>
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<div class="field">
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<label>② 结构化输入（PUT inputs，六个块都必填；下面是骨架，把「待填写」补上再提交）
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<button class="act" onclick="promoSaveInputs()">保存输入</button></label>
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<textarea id="promo-inputs"></textarea>
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</div>
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<div class="row">
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<button class="act" onclick="promoGenerate('pptx')">③ 生成 PPTX</button>
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<button class="act" onclick="promoGenerate('pdf')">③ 生成 PDF</button>
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<span class="muted">审核在「权限管理」页用管理员做（投顾没有 promotion:review —— 职责分离）</span>
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</div>
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<div class="row">
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<input class="q" id="promo-version" placeholder="material_version_id" style="width:150px">
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<input class="q" id="promo-advisors" value="9020" placeholder="投递给哪些投顾（逗号分隔 id）" style="width:260px">
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<button class="act primary" onclick="promoDeliver()">⑤ 投递</button>
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</div>
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</div>
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</div>
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</div>
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<div class="panel" id="advisor-extra"></div>`;
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<div class="panel" id="advisor-extra"></div>`;
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goal();
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goal();
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promoSkeleton();
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}
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function promoSkeleton() {
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// 两个刻意的选择：
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// 1) 不预填任何业绩数字 —— `performance_info` 的业绩字段全部可选且带
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// `show_product_performance` 开关，关掉即可；编造业绩是合规红线。
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// 2) 费率七项**必须非空**：合规规则 `fee_structure.incomplete`（severity=block）
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// 会拦下生成，任务会被置成 `compliance_failed`。这里填占位文本让它先跑通流程，
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// 真实材料必须换成真实费率 —— 页面上也这么提示。
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$('promo-inputs').value = JSON.stringify({
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product_info: {
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fund_type: "混合型",
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operation_mode: "契约型开放式",
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investment_objective: "在严格控制风险的前提下，力争实现基金资产的长期稳健增值",
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benchmark: "沪深300指数收益率×60%+中债综合指数收益率×40%",
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risk_level: "R3"
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},
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manager_info: {
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management_company: "南方科技基金管理有限公司",
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manager_name: "待填写",
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registration_code: "待填写"
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},
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team_info: { team_description: "待填写" },
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strategy_info: {
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investment_scope: "本基金投资于国内依法发行上市的股票、债券等金融工具",
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strategy: "自上而下的大类资产配置与自下而上的个股精选相结合",
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restrictions: "不投资于法律法规禁止的标的"
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},
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fee_structure: {
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subscription_fee: "待填写", purchase_fee: "待填写", redemption_fee: "待填写",
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sales_service_fee: "待填写", management_fee: "待填写", custody_fee: "待填写",
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client_maintenance_fee: "待填写"
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},
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performance_info: { show_product_performance: false, show_manager_performance: false },
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risk_disclosure: { special_risks: ["市场风险", "流动性风险"], additional_notes: "详见基金合同与招募说明书" },
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source_notes: {}
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}, null, 2);
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}
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function promoTaskNo() {
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const t = $('promo-task').value.trim();
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if (!t) { alert('请先填任务单号（创建任务后会返回）'); return null; }
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return t;
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}
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}
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async function promoCreate() {
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async function promoCreate() {
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@@ -1067,16 +1173,75 @@ async function promoCreate() {
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const title = $('promo-title').value.trim();
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const title = $('promo-title').value.trim();
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const style = $('promo-style').value.trim();
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const style = $('promo-style').value.trim();
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if (!name || !title || !style) return alert('产品名、材料标题、风格代码都要填');
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if (!name || !title || !style) return alert('产品名、材料标题、风格代码都要填');
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if (!confirm(`创建推广材料任务？\n产品：${name}\n标题：${title}\n风格：${style}`)) return;
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const r = await jpost('/api/call', { method:'POST', path:'/api/v1/fund-promotion-materials',
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showAdv('创建推广材料', await jpost('/api/call', {
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body:{ product_name: name, material_title: title, style_code: style } });
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method:'POST', path:'/api/v1/fund-promotion-materials',
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const d = (r.body || {}).data || {};
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body:{ product_name: name, material_title: title, style_code: style } }));
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if (d.task_no) $('promo-task').value = d.task_no;
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showAdv('① 创建任务' + (d.task_no ? '：' + d.task_no : ''), r);
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}
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async function promoSaveInputs() {
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const t = promoTaskNo(); if (!t) return;
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let body;
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try { body = JSON.parse($('promo-inputs').value); }
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catch (e) { return alert('结构化输入不是合法 JSON：' + e.message); }
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const r = await jpost('/api/call', { method:'PUT',
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path:`/api/v1/fund-promotion-materials/${t}/inputs`, body });
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showAdv('② 保存结构化输入 ' + t, r);
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}
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async function promoGenerate(fmt) {
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const t = promoTaskNo(); if (!t) return;
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if (!confirm(`生成 ${fmt.toUpperCase()}？这一步会产出材料版本。`)) return;
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const r = await jpost('/api/call', { method:'POST',
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path:`/api/v1/fund-promotion-materials/${t}/generations`, body:{ output_formats:[fmt] } });
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const body = r.body || {};
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const d = body.data || {};
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if (d.material_version_id) $('promo-version').value = d.material_version_id;
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showAdv('③ 生成 ' + fmt.toUpperCase() + ' ' + t, r);
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if (d.material_version_id) {
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$('advisor-extra').insertAdjacentHTML('beforeend',
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`<p class="hint">已产出 <code>material_version_id=${d.material_version_id}</code>，
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状态 <b>pending_review</b>（所以此刻查询任务看不到它 —— get_task 只返回 approved/sent）。
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下一步请<b>管理员</b>在「权限管理」页对它审核通过，之后你才能投递；版本号已自动填进上面的投递框。</p>`);
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} else if (body.code) {
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$('advisor-extra').insertAdjacentHTML('beforeend',
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`<p class="hint bad">生成未成功（body.code=${esc(body.code)}）。最常见的原因是
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<b>费率七项没填全</b>：合规规则 <code>fee_structure.incomplete</code> 会把任务置成
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compliance_failed。另注意：这个平台失败时也返回 HTTP 200，要看 body.code。</p>`);
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}
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}
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async function promoDeliver() {
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const t = promoTaskNo(); if (!t) return;
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const versionId = parseInt($('promo-version').value.trim(), 10);
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if (!versionId) return alert('请填 material_version_id（先做管理员审核，审核通过后从任务详情里拿）');
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const ids = $('promo-advisors').value.split(',').map((x) => parseInt(x.trim(), 10)).filter((x) => x);
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if (!ids.length) return alert('请填要投递的投顾 id');
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if (!confirm(`把版本 ${versionId} 投递给投顾 ${ids.join(', ')}？`)) return;
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const r = await jpost('/api/call', { method:'POST',
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path:`/api/v1/fund-promotion-materials/${t}/deliveries`,
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body:{ material_version_id: versionId, advisor_ids: ids, delivery_channel:'internal_record' } });
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showAdv('⑤ 投递 ' + t, r);
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}
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}
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async function promoGet() {
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async function promoGet() {
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const no = $('promo-no').value.trim();
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const t = promoTaskNo(); if (!t) return;
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if (!no) return alert('请先填单号');
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const r = await GET(`/api/v1/fund-promotion-materials/${t}`);
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showAdv('推广材料 ' + no, await GET(`/api/v1/fund-promotion-materials/${no}`));
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const err = ((r.body || {}).error) || {};
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let extra = '';
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if (r.status === 404 && String(err.message || '').includes('尚未发送')) {
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extra = ' —— 材料存在但还没投递给你：请确认已完成「补输入 → 生成 → 管理员审核 → 投递」。'
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+ '版本号可以在下面的原始返回里找，或让管理员查这个任务。';
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}
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showAdv('查询任务 ' + t, r);
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if (extra) $('advisor-extra').insertAdjacentHTML('beforeend', `<p class="hint">${esc(extra)}</p>`);
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}
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async function promoChecks() {
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const t = promoTaskNo(); if (!t) return;
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showAdv('合规检查 ' + t,
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await GET(`/api/v1/fund-promotion-materials/${t}/compliance-checks`));
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}
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}
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async function portfolioAnalysis() {
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async function portfolioAnalysis() {
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@@ -1092,10 +1257,32 @@ async function assetAllocation() {
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}
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}
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function showAdv(title, r) {
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function showAdv(title, r) {
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$('advisor-extra').innerHTML = `<h2>${esc(title)}</h2>
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$('advisor-extra').innerHTML = result(title, r);
|
||||||
<p class="hint">HTTP <b>${r.status}</b>${r.status === 403 ? ' —— 权限不足' : ''}
|
}
|
||||||
${r.status === 422 ? ' —— 报文格式不对（看下面 error 的字段提示）' : ''}</p>
|
|
||||||
<pre>${esc(pretty(r.body))}</pre>`;
|
// 统一的结果渲染：**必须看 body.code**，不能只看 HTTP 状态。
|
||||||
|
// 这个平台把业务失败也放在 HTTP 200 里（例如生成材料失败是
|
||||||
|
// `HTTP 200 + body.code=422 + message=材料内容未通过合规校验`），
|
||||||
|
// 只看 HTTP 会把它显示成成功。
|
||||||
|
function result(title, r) {
|
||||||
|
const body = (r && r.body) || {};
|
||||||
|
const code = body.code;
|
||||||
|
const err = body.error || {};
|
||||||
|
const biz = (code === undefined || code === null) ? null : Number(code);
|
||||||
|
const bad = (r.status >= 400) || (biz !== null && biz !== 0) || !!err.code;
|
||||||
|
const bits = [`HTTP <b>${r.status}</b>`];
|
||||||
|
if (biz !== null) bits.push(`body.code <b>${biz}</b>`);
|
||||||
|
if (err.code) bits.push(`error <b>${esc(err.code)}</b>`);
|
||||||
|
let extra = '';
|
||||||
|
if (err.message) extra = esc(err.message);
|
||||||
|
else if (bad && body.message) extra = esc(body.message);
|
||||||
|
if (!bad) {
|
||||||
|
if (r.status === 403) extra = '当前角色权限不足（平台按设计 fail closed）';
|
||||||
|
else if (r.status === 404) extra = '资源不存在或不可见（见下方 message）';
|
||||||
|
}
|
||||||
|
return `<h2>${esc(title)}</h2>
|
||||||
|
<p class="hint ${bad ? 'bad' : ''}">${bits.join(' · ')}${extra ? ' —— ' + extra : ''}</p>
|
||||||
|
<pre>${esc(pretty(body))}</pre>`;
|
||||||
}
|
}
|
||||||
|
|
||||||
async function goal() {
|
async function goal() {
|
||||||
|
|||||||
Reference in New Issue
Block a user