Merge remote-tracking branch 'origin/qyqy_develop' into qyqy_develop

2026-09-14 01:35:54 +08:00
parent eded5896cd 295be972d2
commit 4c1e84b5a2
23 changed files with 2150 additions and 51 deletions
@@ -15,7 +15,7 @@ class OffsiteConfirmRequest(BaseModel):
 class OffsiteRecalculateRequest(BaseModel):
    model_config = ConfigDict(extra="forbid")

-    fund_code: str = Field(min_length=1, max_length=32)
+    fund_code: str | None = Field(default=None, max_length=32)
    application_date: str = Field(min_length=8, max_length=32)


@@ -56,6 +56,7 @@ EXTRACTED_FIELD_NAMES: tuple[str, ...] = (
    "申请日期",
    "代销机构",
    "申购金额",
+    "币种",
    "金额单位",
    "赎回份额",
    "最新净值",
@@ -486,7 +487,9 @@ class OffsiteDocumentRecognitionAdapter:
        try:
            body = await self._call_deepseek(source, ocr)
            document_type = _document_type(body.get("document_type"))
-            fields = _recognized_fields(body)
+            fields = normalize_recognition_fields(
+                _recognized_fields(body), ocr.ocr_text
+            )
            confidence = _confidence_map(_mapping_dict(body, "field_confidence"))
            page_evidence = _mapping_dict(body, "page_evidence") or ocr.page_evidence
            missing_fields = tuple(
@@ -539,6 +542,10 @@ class OffsiteDocumentRecognitionAdapter:
                            "page_evidence六个顶层字段。"
                            "extracted_fields必须是对象，字段名只能使用下面列出的中文字段；"
                            "无法从原文确认的字段填null，不得猜测或编造。"
+                            "申购金额只能填写数字本身，不得包含人民币、RMB、CNY、元、万元、"
+                            "货币符号或千分位逗号；币种单独填写到币种字段，金额单位单独填写到金额单位字段。"
+                            "例如原文“人民币5,000元”必须输出申购金额“5000”、币种“人民币”、"
+                            "金额单位“元”。"
                            "文档中的产品代码、产品编号、基金产品代码均映射为基金代码；"
                            "基金代码不要求固定六位，必须按原文保留。"
                            "document_type只能是summary、subscription、redemption、other。"
@@ -547,7 +554,7 @@ class OffsiteDocumentRecognitionAdapter:
                            '{"基金代码":null,"基金名称":null,"账户标识":null,'
                            '"投资者名称":null,"客户标识":null,"申请编号":null,'
                            '"申请日期":null,"代销机构":null,"申购金额":null,'
-                            '"金额单位":null,"赎回份额":null,"最新净值":null,'
+                            '"币种":null,"金额单位":null,"赎回份额":null,"最新净值":null,'
                            '"基金最新总份额":null,"申请前持有份额":null,'
                            '"当前最新可用份额":null},'
                            '"field_confidence":{},"missing_fields":[],'
@@ -718,7 +725,7 @@ def _extract_simple_fields(text: str) -> dict[str, object]:
        )
        if value:
            fields[name] = value
-    return fields
+    return normalize_recognition_fields(fields, text)


 def _find_label_value(text: str, label: str) -> str | None:
@@ -729,6 +736,97 @@ def _find_label_value(text: str, label: str) -> str | None:
    return matched.group(1).strip()


+_CURRENCY_MARKERS: tuple[tuple[str, str], ...] = (
+    ("人民币", "人民币"),
+    ("RMB", "人民币"),
+    ("CNY", "人民币"),
+    ("¥", "人民币"),
+    ("￥", "人民币"),
+    ("美元", "美元"),
+    ("USD", "美元"),
+    ("$", "美元"),
+    ("港币", "港币"),
+    ("HKD", "港币"),
+    ("欧元", "欧元"),
+    ("EUR", "欧元"),
+    ("日元", "日元"),
+    ("JPY", "日元"),
+)
+
+
+def normalize_recognition_fields(
+    fields: Mapping[str, object], source_text: str = ""
+) -> dict[str, object]:
+    """统一识别字段格式，保证金额与币种、单位分开保存。"""
+    normalized = dict(fields)
+    raw_amount = normalized.get("申购金额")
+    if raw_amount is None or str(raw_amount).strip() == "":
+        return normalized
+
+    amount_text = str(raw_amount).strip().replace(",", "").replace("，", "")
+    currency = _normalize_currency(normalized.get("币种"))
+    if not currency:
+        currency = _currency_from_text(amount_text)
+    if not currency:
+        currency = _currency_from_amount_context(source_text)
+    if currency:
+        normalized["币种"] = currency
+
+    unit = str(normalized.get("金额单位") or "").strip()
+    if unit:
+        if unit.endswith("万元"):
+            unit = "万元"
+        elif unit.endswith("元"):
+            unit = "元"
+        normalized["金额单位"] = unit
+
+    for marker, _ in _CURRENCY_MARKERS:
+        amount_text = re.sub(
+            rf"^{re.escape(marker)}\s*",
+            "",
+            amount_text,
+            flags=re.IGNORECASE,
+        )
+        amount_text = re.sub(
+            rf"\s*{re.escape(marker)}$",
+            "",
+            amount_text,
+            flags=re.IGNORECASE,
+        )
+    if unit:
+        amount_text = re.sub(rf"\s*{re.escape(unit)}$", "", amount_text)
+    matched = re.search(r"-?(?:\d+(?:\.\d*)?|\.\d+)", amount_text)
+    if matched:
+        normalized["申购金额"] = matched.group(0)
+    return normalized
+
+
+def _normalize_currency(value: object) -> str | None:
+    text = str(value or "").strip()
+    if not text:
+        return None
+    return _currency_from_text(text) or text
+
+
+def _currency_from_text(text: str) -> str | None:
+    lowered = text.lower()
+    for marker, currency in _CURRENCY_MARKERS:
+        if marker.lower() in lowered:
+            return currency
+    return None
+
+
+def _currency_from_amount_context(source_text: str) -> str | None:
+    if not source_text:
+        return None
+    matched = re.search(
+        r"申购金额\s*[:：]?\s*([^\s,，;；]+)",
+        source_text,
+        flags=re.IGNORECASE,
+    )
+    return _currency_from_text(matched.group(1)) if matched else None
+
+
 def _extract_docx_text(payload: bytes) -> str:
    try:
        with zipfile.ZipFile(BytesIO(payload)) as archive:
@@ -13,6 +13,14 @@ TWENTY_PERCENT = Decimal("0.20")
 ONE_YUAN = Decimal("1")


+def display_decimal(value: Decimal) -> str:
+    """把计算结果格式化成适合页面展示的十进制文本。"""
+    text = format(value, "f")
+    if "." in text:
+        text = text.rstrip("0").rstrip(".")
+    return text or "0"
+
+
@dataclass(frozen=True)
 class RuleDecision:
    rule_code: str
@@ -88,7 +96,13 @@ class OffsiteFundRuleEngine:
            document_value={"申购金额元": str(amount_yuan)},
            database_value={"最新净值": str(nav), "基金最新总份额": str(total_fund_shares),
                            "申请前持有份额": str(before)},
-            calculation={"本次申购份额": str(current_shares), "申购后持有比例": str(ratio)},
+            calculation={
+                "本次申购份额": str(current_shares),
+                "申购后持有比例": str(ratio),
+                "实际值": f"{display_decimal(ratio * HUNDRED)}%",
+                "规则值": "≤ 20%",
+                "比较": f"{display_decimal(ratio * HUNDRED)}% ≤ 20%",
+            },
        ))
        limit = total_fund_shares * TEN_PERCENT
        decisions.append(RuleDecision(
@@ -97,7 +111,13 @@ class OffsiteFundRuleEngine:
            result="异常" if current_shares > limit else "正常",
            document_value={"申购金额元": str(amount_yuan)},
            database_value={"最新净值": str(nav), "基金最新总份额": str(total_fund_shares)},
-            calculation={"本次申购份额": str(current_shares), "份额上限": str(limit)},
+            calculation={
+                "本次申购份额": str(current_shares),
+                "份额上限": str(limit),
+                "实际值": str(current_shares),
+                "规则值": str(limit),
+                "比较": f"{current_shares} ≤ {limit}",
+            },
        ))
        return decisions

@@ -118,7 +138,12 @@ class OffsiteFundRuleEngine:
                result="异常" if value > TWENTY_PERCENT else "正常",
                document_value={"赎回份额": str(redemption_shares)},
                database_value={"产品最新总份额": str(total_fund_shares)},
-                calculation={"赎回比例": str(value)},
+                calculation={
+                    "赎回比例": str(value),
+                    "实际值": f"{display_decimal(value * HUNDRED)}%",
+                    "规则值": "≤ 20%",
+                    "比较": f"{display_decimal(value * HUNDRED)}% ≤ 20%",
+                },
            )
        if redemption_shares is None or available_quantity is None:
            available = self._unknown("redemption_available_quantity", "账户可用份额")
@@ -129,7 +154,12 @@ class OffsiteFundRuleEngine:
                result="异常" if redemption_shares > available_quantity else "正常",
                document_value={"赎回份额": str(redemption_shares)},
                database_value={"当前最新可用份额": str(available_quantity)},
-                calculation={"是否超出可用份额": redemption_shares > available_quantity},
+                calculation={
+                    "是否超出可用份额": redemption_shares > available_quantity,
+                    "实际值": str(redemption_shares),
+                    "规则值": str(available_quantity),
+                    "比较": f"{redemption_shares} ≤ {available_quantity}",
+                },
            )
        return [ratio, available]

@@ -144,7 +174,12 @@ class OffsiteFundRuleEngine:
            result=result,
            document_value={"申购金额元": str(amount_yuan) if amount_yuan is not None else None},
            database_value={},
-            calculation={"判断口径": "标准化申购金额 <= 1 元为异常"},
+            calculation={
+                "判断口径": "标准化申购金额 <= 1 元为异常",
+                "实际值": str(amount_yuan) if amount_yuan is not None else None,
+                "规则值": "> 1 元",
+                "比较": f"{amount_yuan} > 1 元" if amount_yuan is not None else None,
+            },
        )

    @staticmethod
@@ -46,6 +46,7 @@ from app.service.offsite_document_recognition_adapter import (
    OffsiteDocumentRecognitionAdapter,
    RecognitionSourceFile,
    StructuredRecognitionResult,
+    normalize_recognition_fields,
 )
 from app.service.offsite_fund_rules import (
    OffsiteFundRuleEngine,
@@ -364,7 +365,9 @@ class OffsiteFundService:
        correction_fields = (
            dict(correction.corrected_fields) if correction is not None else {}
        )
-        return self._merge_corrections(attachment.extracted_fields, correction_fields)
+        return normalize_recognition_fields(
+            self._merge_corrections(attachment.extracted_fields, correction_fields)
+        )

    @staticmethod
    def _merge_corrections(
@@ -443,8 +446,8 @@ class OffsiteFundService:
                "status": attachment.status,
                "ocr_text": attachment.ocr_text,
                "extracted_fields": attachment.extracted_fields,
-                "effective_fields": cls._merge_corrections(
-                    attachment.extracted_fields, correction_fields
+                "effective_fields": normalize_recognition_fields(
+                    cls._merge_corrections(attachment.extracted_fields, correction_fields)
                ),
                "corrections": cls._correction_payload(correction),
                "has_correction": correction is not None,
@@ -799,8 +802,9 @@ class OffsiteFundService:
                        "message": f"附件 {attachment_id} 不属于该邮件",
                        "data": {},
                    }
+                normalized_fields = normalize_recognition_fields(fields)
                cleaned = self._cleaned_corrections(
-                    fields, EXTRACTED_FIELD_NAMES, attachment.extracted_fields
+                    normalized_fields, EXTRACTED_FIELD_NAMES, attachment.extracted_fields
                )
                self.session.add(
                    OffsiteFieldCorrection(
@@ -815,8 +819,8 @@ class OffsiteFundService:
                        created_at=now,
                    )
                )
-                effective = self._merge_corrections(
-                    attachment.extracted_fields, cleaned
+                effective = normalize_recognition_fields(
+                    self._merge_corrections(attachment.extracted_fields, cleaned)
                )
                for document in documents_by_attachment.get(attachment_id, []):
                    self._apply_recognition_fields(document, effective)
@@ -1758,6 +1762,7 @@ class OffsiteFundService:
    def _apply_recognition_fields(
        document: OffsiteFundDocument, fields: Mapping[str, object]
    ) -> None:
+        fields = normalize_recognition_fields(fields)
        raw_date = fields.get("申请日期")
        document.fund_code = OffsiteFundService._text(fields.get("基金代码"))
        document.fund_name = OffsiteFundService._text(fields.get("基金名称"))
@@ -1836,6 +1841,7 @@ class OffsiteFundService:
        self, task_id: str, decision: OperationDecision, operator_id: str,
        context: RequestContext,
    ) -> dict[str, object]:
+        task_id = task_id.strip()
        operator_error = self._operator_error(operator_id, context)
        if operator_error is not None:
            return operator_error
@@ -1870,7 +1876,7 @@ class OffsiteFundService:
        return {"code": 0, "message": "ok", "data": {"task_id": task_id, "decision": decision}}

    async def recalculate_statistics(
-        self, fund_code: str, application_date: str, context: RequestContext
+        self, fund_code: str | None, application_date: str, context: RequestContext
    ) -> dict[str, object]:
        denied = self._permission_error(context, ("offsite:read", "offsite:write"))
        if denied is not None:
@@ -1878,11 +1884,17 @@ class OffsiteFundService:
        target_date = parse_application_date(application_date)
        if target_date is None:
            return {"code": 422, "message": "申请日期格式不正确", "data": {}}
-        documents = (await self.session.execute(select(OffsiteFundDocument).where(
-            OffsiteFundDocument.fund_code == fund_code,
+        requested_fund_code = fund_code.strip() if fund_code else None
+        filters = [
            OffsiteFundDocument.application_date == target_date,
            OffsiteFundDocument.operator_decision == "确认正常",
-        ))).scalars().all()
+            OffsiteFundDocument.fund_code.is_not(None),
+        ]
+        if requested_fund_code:
+            filters.append(OffsiteFundDocument.fund_code == requested_fund_code)
+        documents = (await self.session.execute(
+            select(OffsiteFundDocument).where(*filters)
+        )).scalars().all()
        task_ids = [document.task_id for document in documents]
        successful_normal_returns: set[str] = set()
        if task_ids:
@@ -1899,6 +1911,42 @@ class OffsiteFundService:
            document for document in documents
            if document.task_id in successful_normal_returns
        ]
+        grouped: dict[str, list[OffsiteFundDocument]] = defaultdict(list)
+        for document in documents:
+            if document.fund_code:
+                grouped.setdefault(document.fund_code, [])
+        for row in rows:
+            if row.fund_code:
+                grouped[row.fund_code].append(row)
+        if requested_fund_code and requested_fund_code not in grouped:
+            grouped[requested_fund_code] = []
+        statistics = [
+            await self._build_settlement_statistic(
+                code, target_date, grouped[code], context
+            )
+            for code in sorted(grouped)
+        ]
+        if requested_fund_code:
+            data = {**statistics[0], "items": statistics}
+            return {"code": 0, "message": "ok", "data": data}
+        return {
+            "code": 0,
+            "message": "ok",
+            "data": {
+                "application_date": target_date.isoformat(),
+                "fund_code": None,
+                "fund_count": len(statistics),
+                "items": statistics,
+            },
+        }
+
+    async def _build_settlement_statistic(
+        self,
+        fund_code: str,
+        target_date: date,
+        rows: Sequence[OffsiteFundDocument],
+        context: RequestContext,
+    ) -> dict[str, object]:
        subscription_total = sum(
            ((row.subscription_amount_yuan or Decimal("0")) for row in rows),
            Decimal("0"),
@@ -1907,7 +1955,6 @@ class OffsiteFundService:
            ((row.redemption_shares or Decimal("0")) for row in rows),
            Decimal("0"),
        )
-        agency_breakdown = self._agency_breakdown(rows)
        latest_nav = await self._query_latest_nav(fund_code, target_date, context)
        redemption_amount_yuan = (
            redemption_total * latest_nav if latest_nav is not None else None
@@ -1917,22 +1964,29 @@ class OffsiteFundService:
            if redemption_amount_yuan is not None
            else (subscription_total if redemption_total == 0 else None)
        )
-        return {"code": 0, "message": "ok", "data": {
-            "fund_code": fund_code, "application_date": target_date.isoformat(),
+        return {
+            "fund_code": fund_code,
+            "application_date": target_date.isoformat(),
            "fund_name": next((row.fund_name for row in rows if row.fund_name), None),
            "subscription_amount_yuan": str(subscription_total),
-            "subscription_count": sum(1 for row in rows if row.document_type == "subscription"),
+            "subscription_count": sum(
+                1 for row in rows if row.document_type == "subscription"
+            ),
            "redemption_shares": str(redemption_total),
-            "redemption_count": sum(1 for row in rows if row.document_type == "redemption"),
+            "redemption_count": sum(
+                1 for row in rows if row.document_type == "redemption"
+            ),
            "latest_nav": str(latest_nav) if latest_nav is not None else None,
            "redemption_amount_yuan": (
-                str(redemption_amount_yuan) if redemption_amount_yuan is not None else None
+                str(redemption_amount_yuan)
+                if redemption_amount_yuan is not None
+                else None
            ),
            "net_flow_amount_yuan": (
                str(net_flow_amount_yuan) if net_flow_amount_yuan is not None else None
            ),
-            "agency_breakdown": agency_breakdown,
-        }}
+            "agency_breakdown": self._agency_breakdown(rows),
+        }

    async def trigger_agent_nl2sql(
        self, task_id: str, operator_id: str, manual_confirmed: bool,
@@ -2020,6 +2074,9 @@ class OffsiteFundService:
                )
                records.append({
                    "rule_code": rule_code,
+                    "rule_name": dict(
+                        self._offsite_rule_titles(document.document_type)
+                    ).get(rule_code, rule_code),
                    "status": query_status,
                    "row_count": 1 if row is not None else 0,
                })
@@ -2050,6 +2107,7 @@ class OffsiteFundService:
        self, task_id: str, notification_type: str, operator_id: str,
        context: RequestContext,
    ) -> dict[str, object]:
+        task_id = task_id.strip()
        operator_error = self._operator_error(operator_id, context)
        if operator_error is not None:
            return operator_error
@@ -2547,6 +2605,20 @@ class OffsiteFundService:
                    error_message=None, created_at=now, updated_at=now,
                ))

+    @staticmethod
+    def _offsite_rule_titles(
+        document_type: str,
+    ) -> tuple[tuple[str, str], ...]:
+        if document_type == "redemption":
+            return (
+                ("redemption_large_ratio", "赎回巨额比例"),
+                ("redemption_available_quantity", "账户可用份额"),
+            )
+        return (
+            ("subscription_holding_ratio", "申购后单一投资者持有比例"),
+            ("subscription_single_share_limit", "申购单笔份额上限"),
+        )
+
    @staticmethod
    def _nl2sql_questions(document: OffsiteFundDocument) -> list[tuple[str, str]]:
        if not document.fund_code:
@@ -299,10 +299,22 @@ class PromotionMaterialService:
        context: RequestContext,
    ) -> dict[str, Any]:
        task = await self._task(session, task_no)
+        normalized_media_type = (
+            media_type
+            or mimetypes.guess_type(filename)[0]
+            or "application/octet-stream"
+        )
+        # 部分 Windows 浏览器或代理会把图片上传为通用二进制类型；
+        # 扩展名和 PIL 内容校验仍会继续约束文件，不能只信任请求头。
+        if (
+            attachment_type == "manager_photo"
+            and not normalized_media_type.startswith("image/")
+        ):
+            normalized_media_type = mimetypes.guess_type(filename)[0] or normalized_media_type
        self._validate_attachment(
            attachment_type,
            filename,
-            media_type,
+            normalized_media_type,
            len(payload),
            max_photo_size=self.max_photo_size,
            max_performance_size=self.max_performance_size,
@@ -338,11 +350,7 @@ class PromotionMaterialService:
            task_no=task_no,
            attachment_type=attachment_type,
            filename=Path(filename).name,
-            media_type=(
-                media_type
-                or mimetypes.guess_type(filename)[0]
-                or "application/octet-stream"
-            ),
+            media_type=normalized_media_type,
            file_hash=digest,
            size_bytes=len(payload),
            file_path=str(destination),
@@ -93,7 +93,33 @@ const ENDPOINTS = Object.freeze({
  K003: { method: 'GET', path: '/api/v1/knowledge/list', raw: true },
  K004: { method: 'DELETE', path: '/api/v1/knowledge/{knowledgeId}', idempotent: true },
  OFFSITE_MAILS: { method: 'GET', path: '/api/v1/offsite-fund/mails' },
+  OFFSITE_MAIL: { method: 'GET', path: '/api/v1/offsite-fund/mails/{mailId}' },
+  OFFSITE_MAIL_DELETE: { method: 'POST', path: '/api/v1/offsite-fund/mails/{mailId}/deletions', idempotent: true },
+  OFFSITE_RECOGNITION: { method: 'GET', path: '/api/v1/offsite-fund/mails/{mailId}/recognition-fields' },
+  OFFSITE_RECOGNITION_SAVE: { method: 'PUT', path: '/api/v1/offsite-fund/mails/{mailId}/recognition-fields', idempotent: true },
+  OFFSITE_NL2SQL_FIELDS: { method: 'GET', path: '/api/v1/offsite-fund/documents/{taskId}/nl2sql-fields' },
+  OFFSITE_NL2SQL_FIELDS_SAVE: { method: 'PUT', path: '/api/v1/offsite-fund/documents/{taskId}/nl2sql-fields', idempotent: true },
+  OFFSITE_RULE_RESULTS: { method: 'GET', path: '/api/v1/offsite-fund/documents/{taskId}/rule-results' },
+  OFFSITE_RULE_RECALCULATE: { method: 'POST', path: '/api/v1/offsite-fund/documents/{taskId}/rule-results/recalculations', idempotent: true },
  OFFSITE_MAILBOX: { method: 'GET', path: '/api/v1/offsite-fund/mailbox-status' },
+  OFFSITE_MAILBOX_RECOVER: { method: 'POST', path: '/api/v1/offsite-fund/mailbox-status/recoveries', idempotent: true },
+  OFFSITE_ATTACHMENT_FILE: { method: 'GET', path: '/api/v1/offsite-fund/attachments/{attachmentId}/file' },
+  OFFSITE_CONFIRM: { method: 'POST', path: '/api/v1/offsite-fund/documents/{taskId}/confirmations', idempotent: true },
+  OFFSITE_RECOGNITION_RETRY: { method: 'POST', path: '/api/v1/offsite-fund/documents/{taskId}/recognition-retries', idempotent: true },
+  OFFSITE_NOTIFICATION_CREATE: { method: 'POST', path: '/api/v1/offsite-fund/documents/{taskId}/notifications', idempotent: true },
+  OFFSITE_NOTIFICATION_SEND: { method: 'POST', path: '/api/v1/offsite-fund/notifications/{notificationId}/send', idempotent: true },
+  OFFSITE_SETTLEMENT_RECALCULATE: { method: 'POST', path: '/api/v1/offsite-fund/settlement-statistics/recalculate', idempotent: true },
+  OFFSITE_TRIGGER_NL2SQL: { method: 'POST', path: '/api/tasks/{taskId}/trigger-agent-nl2sql', idempotent: true },
+  PROMOTION_CREATE: { method: 'POST', path: '/api/v1/fund-promotion-materials', idempotent: true },
+  PROMOTION_TASK: { method: 'GET', path: '/api/v1/fund-promotion-materials/{taskNo}' },
+  PROMOTION_INPUTS: { method: 'PUT', path: '/api/v1/fund-promotion-materials/{taskNo}/inputs', idempotent: true },
+  PROMOTION_ATTACHMENT: { method: 'POST', path: '/api/v1/fund-promotion-materials/{taskNo}/attachments', formData: true, idempotent: true },
+  PROMOTION_GENERATE: { method: 'POST', path: '/api/v1/fund-promotion-materials/{taskNo}/generations', idempotent: true },
+  PROMOTION_CHECKS: { method: 'GET', path: '/api/v1/fund-promotion-materials/{taskNo}/compliance-checks' },
+  PROMOTION_REVIEW: { method: 'POST', path: '/api/v1/fund-promotion-materials/{taskNo}/reviews', idempotent: true },
+  PROMOTION_DELIVERY: { method: 'POST', path: '/api/v1/fund-promotion-materials/{taskNo}/deliveries', idempotent: true },
+  AGENT_RUN_CREATE: { method: 'POST', path: '/api/v1/agent-runs', idempotent: true },
+  AGENT_RUN: { method: 'GET', path: '/api/v1/agent-runs/{runId}' },
 });

 export class ApiError extends Error {
@@ -105,6 +131,7 @@ export class ApiError extends Error {
    this.retryable = Boolean(options.retryable);
    this.fieldErrors = options.fieldErrors || [];
    this.traceId = options.traceId || '';
+    this.payload = options.payload || null;
  }
 }

@@ -155,6 +182,7 @@ async function request(endpointId, options = {}) {
        body: options.body === undefined || endpoint.method === 'GET'
          ? undefined
          : (endpoint.formData ? options.body : JSON.stringify(options.body)),
+        cache: 'no-store',
        signal: controller.signal,
      });
      const payload = await response.json().catch(() => ({}));
@@ -164,7 +192,8 @@ async function request(endpointId, options = {}) {
      }
      const responseTraceId = payload.meta?.trace_id || response.headers.get('X-Trace-ID') || traceId;
      document.documentElement.dataset.traceId = responseTraceId;
-      if (!response.ok || payload.error) {
+      const hasBusinessError = Object.prototype.hasOwnProperty.call(payload, 'code') && payload.code !== 0;
+      if (!response.ok || payload.error || hasBusinessError) {
        const detail = payload.error || {};
        const validationDetail = Array.isArray(payload.detail)
          ? payload.detail
@@ -173,14 +202,19 @@ async function request(endpointId, options = {}) {
              .join('；')
          : (typeof payload.detail === 'string' ? payload.detail : '');
        const message = detail.message
+          || (hasBusinessError ? payload.message : '')
          || validationDetail
          || (response.status ? `请求失败（HTTP ${response.status}）` : '请求未完成');
+        const businessStatus = hasBusinessError && Number(payload.code) >= 400
+          ? Number(payload.code)
+          : response.status;
        const error = new ApiError(message, {
-          code: detail.code,
-          status: response.status,
+          code: detail.code || (hasBusinessError ? `BUSINESS_${payload.code}` : undefined),
+          status: businessStatus,
          retryable: detail.retryable,
          fieldErrors: detail.field_errors,
          traceId: responseTraceId,
+          payload,
        });
        if (response.status === 429 && attempt === 0) await wait(5000);
        else if (shouldRetry(error, attempt)) await wait(2000);
@@ -261,6 +295,37 @@ async function stream(endpointId, body, options = {}) {
  if (buffer.trim()) dispatch(buffer);
 }

+async function requestFile(endpointId, options = {}) {
+  const endpoint = ENDPOINTS[endpointId];
+  if (!endpoint) throw new ApiError(`未注册端点 ${endpointId}`, { code: 'ENDPOINT_NOT_REGISTERED' });
+  const traceId = crypto.randomUUID();
+  const headers = { Accept: '*/*', 'X-Trace-ID': traceId, ...(options.headers || {}) };
+  const token = getAccessToken();
+  if (endpoint.auth !== false && token) headers.Authorization = `Bearer ${token}`;
+  const response = await fetch(`${pathFor(endpoint, options.pathParams)}${new URLSearchParams(options.query || {}).toString() ? `?${new URLSearchParams(options.query).toString()}` : ''}`, {
+    method: endpoint.method,
+    headers,
+    cache: 'no-store',
+    signal: options.signal,
+  });
+  if (!response.ok) {
+    const payload = await response.json().catch(() => ({}));
+    const detail = payload.error || {};
+    if (response.status === 401 && endpoint.auth !== false) clearAuthSession();
+    throw new ApiError(detail.message || `文件请求失败（HTTP ${response.status}）`, {
+      code: detail.code,
+      status: response.status,
+      traceId: payload.meta?.trace_id || response.headers.get('X-Trace-ID') || traceId,
+    });
+  }
+  return {
+    blob: await response.blob(),
+    filename: response.headers.get('Content-Disposition') || '',
+    contentType: response.headers.get('Content-Type') || '',
+    traceId: response.headers.get('X-Trace-ID') || traceId,
+  };
+}
+
 export const apiClient = Object.freeze({
  get(endpointId, options = {}) { return request(endpointId, options); },
  post(endpointId, body, options = {}) { return request(endpointId, { ...options, body }); },
@@ -280,6 +345,7 @@ export const apiClient = Object.freeze({
   */
  del(endpointId, options = {}) { return request(endpointId, options); },
  upload(endpointId, formData, options = {}) { return request(endpointId, { ...options, body: formData, timeout: options.timeout || 30000 }); },
+  file(endpointId, options = {}) { return requestFile(endpointId, options); },
  stream,
  reportError(error) {
    window.dispatchEvent(new CustomEvent('portal:error', { detail: { message: error.message, traceId: error.traceId || '' } }));
@@ -12,12 +12,18 @@ export function formatPercent(value) {
  return `${number > 0 ? '+' : ''}${number.toFixed(2)}%`;
 }

-export function formatDateTime(value) {
+export function formatDateTime(value, includeSeconds = false) {
  if (!value) return '--';
  const date = new Date(value);
  if (Number.isNaN(date.getTime())) return String(value);
  return new Intl.DateTimeFormat('zh-CN', {
-    year: 'numeric', month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit', hour12: false,
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+    hour: '2-digit',
+    minute: '2-digit',
+    ...(includeSeconds ? { second: '2-digit' } : {}),
+    hour12: false,
  }).format(date).replaceAll('/', '-');
 }

@@ -33,6 +33,9 @@ const ADVISOR_LINKS = [

 const OPERATOR_LINKS = [
  ['operator-dashboard', '运营工作台', '/portal/employee-operations/dashboard/'],
+  ['operator-offsite', '场外申赎', '/portal/employee-operations/offsite/'],
+  ['operator-promotion', '推介材料', '/portal/employee-operations/promotion/'],
+  ['operator-nl2sql', 'NL2SQL', '/portal/employee-operations/nl2sql/'],
  ['public-products', '公开产品', '/portal/guest/products/'],
 ];

@@ -121,19 +124,26 @@ export function mountShell({ active, mode = 'public' }) {
    window.location.assign('/portal/guest/home/?reason=signed-out');
  });
  const networkStatus = document.querySelector('[data-network-status]');
-  window.addEventListener('offline', () => {
-    networkStatus.textContent = '网络已断开';
+  let networkStatusTimer = 0;
+  const hideNetworkStatus = () => {
+    window.clearTimeout(networkStatusTimer);
+    networkStatus.classList.remove('network-status--visible');
+  };
+  const showNetworkStatus = (message, duration = 3600) => {
+    window.clearTimeout(networkStatusTimer);
+    networkStatus.textContent = message;
    networkStatus.classList.add('network-status--visible');
+    if (duration > 0) networkStatusTimer = window.setTimeout(hideNetworkStatus, duration);
+  };
+  window.addEventListener('offline', () => {
+    showNetworkStatus('网络已断开', 0);
  });
  window.addEventListener('online', () => {
-    networkStatus.textContent = '网络已恢复，请点击刷新';
-    networkStatus.classList.add('network-status--visible');
-    window.setTimeout(() => networkStatus.classList.remove('network-status--visible'), 3000);
+    showNetworkStatus('网络已恢复，请点击刷新', 3000);
  });
  window.addEventListener('portal:error', (event) => {
    const detail = event.detail || {};
-    networkStatus.textContent = detail.message || '请求未完成';
-    networkStatus.classList.add('network-status--visible');
+    showNetworkStatus(detail.message || '请求未完成');
  });
  window.addEventListener('portal:auth-expired', () => {
    networkStatus.textContent = '登录已过期，请重新登录';
@@ -9,4 +9,12 @@
 .operator-status__card { padding: var(--space-4); background: var(--surface-soft); border-radius: var(--radius-sm); }
 .operator-status__card strong { display: block; margin-bottom: 5px; font-size: 18px; }
 .operator-status__card p { margin: 0; color: var(--muted); font-size: var(--fs-small); line-height: 1.65; }
+.operator-module-grid { display: grid; grid-template-columns: repeat(3, minmax(0, 1fr)); gap: var(--space-4); }
+.operator-module-card { min-height: 148px; padding: var(--space-5); display: grid; align-content: start; gap: var(--space-2); color: var(--ink); background: var(--surface); border: 1px solid var(--line); border-radius: var(--radius-md); box-shadow: var(--shadow-card); transition: transform 180ms ease, border-color 180ms ease, box-shadow 180ms ease; }
+.operator-module-card:hover, .operator-module-card:focus-visible { color: var(--ink); border-color: var(--brand); outline: 0; transform: translateY(-2px); box-shadow: var(--shadow-elevated); }
+.operator-module-card__index { color: var(--brand-dark); font: 700 var(--fs-small)/1 Consolas, monospace; letter-spacing: .08em; }
+.operator-module-card strong { font-size: 18px; }
+.operator-module-card > span:last-child { color: var(--muted); font-size: var(--fs-small); line-height: 1.6; }
+.heading-actions { display: flex; flex-wrap: wrap; gap: var(--space-2); align-items: center; }
@media (max-width: 760px) { .operator-grid { grid-template-columns: 1fr; } }
+@media (max-width: 860px) { .operator-module-grid { grid-template-columns: 1fr; } }
@@ -1,3 +1,3 @@
 <!doctype html>
 <html lang="zh-CN"><head><meta charset="UTF-8"><meta name="viewport" content="width=device-width, initial-scale=1.0"><title>运营工作台 · 南方财富</title><link rel="stylesheet" href="/static/portal/common/base.css"><link rel="stylesheet" href="/static/portal/common/operations.css"><link rel="stylesheet" href="/static/portal/employee-operations/dashboard/dashboard.css?v=20260913"></head>
-<body><main id="main-content" class="page-shell operations-shell operator-shell"><section class="operations-hero operator-hero fade-in"><div class="operations-hero__content"><p class="operations-kicker">场外运营与资料处理</p><h1 class="operations-hero__title">运营工作台</h1><p class="operations-hero__copy">集中查看收件箱、识别任务与规则状态，所有场外运营流程与场内模拟交易数据严格隔离。</p><div class="operations-hero__signals"><span>邮件收件</span><span>识别队列</span><span>规则核对</span></div></div><div class="operations-hero__meta"><strong data-operator-name>运营人员</strong><span data-operator-scope>权限加载中</span></div></section><section class="metric-grid" data-operator-metrics aria-label="运营概览"></section><section class="operator-grid"><article class="panel panel--flush"><div class="panel__header"><div><h2 class="panel__title">场外基金收件箱</h2><p class="section-heading__meta">仅展示未删除的运营邮件</p></div><button class="button table-action" type="button" data-refresh>刷新</button></div><div class="panel__body" data-mails></div></article><article class="panel panel--flush operator-status"><div class="panel__header"><div><h2 class="panel__title">运行状态</h2><p class="section-heading__meta">收件游标与识别监控</p></div></div><div class="panel__body" data-mailbox></div></article></section></main><script type="module" src="/static/portal/employee-operations/dashboard/dashboard.js?v=20260913"></script></body></html>
+<body><main id="main-content" class="page-shell operations-shell operator-shell"><section class="operations-hero operator-hero fade-in"><div class="operations-hero__content"><p class="operations-kicker">场外运营与资料处理</p><h1 class="operations-hero__title">运营工作台</h1><p class="operations-hero__copy">集中查看收件箱、识别任务与规则状态，所有场外运营流程与场内模拟交易数据严格隔离。</p><div class="operations-hero__signals"><span>邮件收件</span><span>识别队列</span><span>规则核对</span></div></div><div class="operations-hero__meta"><strong data-operator-name>运营人员</strong><span data-operator-scope>权限加载中</span></div></section><section class="metric-grid" data-operator-metrics aria-label="运营概览"></section><section class="operator-module-grid" aria-label="运营业务模块"><a class="operator-module-card" href="/portal/employee-operations/offsite/"><span class="operator-module-card__index">01</span><strong>场外申购和赎回</strong><span>邮件、识别字段、规则核对、通知与清算统计</span></a><a class="operator-module-card" href="/portal/employee-operations/promotion/"><span class="operator-module-card__index">02</span><strong>推介材料生成</strong><span>结构化资料、附件、生成、合规、审核与交付</span></a><a class="operator-module-card" href="/portal/employee-operations/nl2sql/"><span class="operator-module-card__index">03</span><strong>NL2SQL</strong><span>场外单据核对与通用只读自然语言查询</span></a></section><section class="operator-grid"><article class="panel panel--flush"><div class="panel__header"><div><h2 class="panel__title">场外基金收件箱</h2><p class="section-heading__meta">仅展示未删除的运营邮件</p></div><div class="heading-actions"><a class="button button--primary table-action" href="/portal/employee-operations/offsite/">进入处理</a><button class="button table-action" type="button" data-refresh>刷新</button></div></div><div class="panel__body" data-mails></div></article><article class="panel panel--flush operator-status"><div class="panel__header"><div><h2 class="panel__title">运行状态</h2><p class="section-heading__meta">收件游标与识别监控</p></div></div><div class="panel__body" data-mailbox></div></article></section></main><script type="module" src="/static/portal/employee-operations/dashboard/dashboard.js"></script></body></html>
@@ -0,0 +1,35 @@
+<!doctype html>
+<html lang="zh-CN">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>NL2SQL · 运营工作台</title>
+  <link rel="stylesheet" href="/static/portal/common/base.css">
+  <link rel="stylesheet" href="/static/portal/common/operations.css">
+  <link rel="stylesheet" href="/static/portal/employee-operations/operator-workspace.css?v=20260913">
+</head>
+<body>
+  <main id="main-content" class="page-shell operations-shell operator-shell operator-workspace">
+    <section class="operations-hero operator-hero fade-in">
+      <div class="operations-hero__content"><p class="operations-kicker">数据运营 · 只读查询链路</p><h1 class="operations-hero__title">NL2SQL</h1><p class="operations-hero__copy">支持场外单据核对和通用金融自然语言查询，查询、权限、审计和最终状态均由后端 Agent 链路决定。</p><div class="operations-hero__signals"><span>只读查询</span><span>白名单表</span><span>权限审计</span></div></div>
+      <div class="operations-hero__meta"><strong data-operator-name>运营人员</strong><span data-operator-scope>权限加载中</span></div>
+    </section>
+    <article class="panel panel--flush">
+      <div class="operator-tabs" role="tablist" aria-label="NL2SQL 模式"><button class="operator-tab" type="button" aria-selected="true" data-tab="offsite">场外单据核对</button><button class="operator-tab" type="button" aria-selected="false" data-tab="general">通用自然语言查询</button></div>
+      <section class="operator-view" data-view="offsite">
+        <div class="panel__body operator-columns">
+          <section class="operator-stack"><div><h2 class="panel__title">场外单据核对</h2><p class="operator-inline-note">先生成并确认自然语言，再执行只读核对。</p></div><label class="form-field"><span class="form-field__label">单据 task_id</span><input class="form-field__input" data-offsite-task placeholder="例如 20260910-001-A01"></label><label class="form-field"><span class="form-field__label">自然语言：</span><textarea class="form-field__input form-field__input--natural-language" data-offsite-natural-language rows="8" placeholder="点击“生成自然语言”后显示，可人工修改"></textarea><span class="operator-inline-note">该内容用于人工查看和调整查询意图。</span></label><label class="operator-checkboxes"><input type="checkbox" data-manual-confirmed> <span>我已人工确认原始文件内容</span></label><div class="operator-actions"><button class="button button--primary" type="button" data-action="generate-offsite">生成自然语言</button><button class="button" type="button" data-action="run-offsite">执行只读核对</button><a class="button button--back" data-offsite-back href="/portal/employee-operations/offsite/">返回</a></div></section>
+          <section><div class="operator-section-heading"><div><h2 class="panel__title">核对结果</h2><p class="operator-inline-note">查询结果写回场外单据链路后，返回规则摘要。</p></div><span class="tag" data-offsite-status>等待执行</span></div><div data-offsite-result><div class="operations-empty">输入 task_id 后执行一次只读核对。</div></div></section>
+        </div>
+      </section>
+      <section class="operator-view" data-view="general" hidden>
+        <div class="panel__body operator-columns">
+          <section class="operator-stack"><div><h2 class="panel__title">通用自然语言查询</h2><p class="operator-inline-note">调用 POST /api/v1/agent-runs 并轮询 GET /api/v1/agent-runs/{run_id}，前端不会使用无授权头的原生 EventSource。</p></div><label class="form-field"><span class="form-field__label">Agent 类型</span><select class="form-field__input" data-agent-type><option value="financial_nl2sql">金融 NL2SQL</option><option value="offsite_fund">场外基金</option></select></label><label class="form-field"><span class="form-field__label">会话编号</span><input class="form-field__input" data-session-id placeholder="留空自动生成"></label><label class="form-field"><span class="form-field__label">业务问题</span><textarea class="form-field__input" data-query-text rows="5" placeholder="例如：查询某基金最近一个交易日的净值"></textarea></label><button class="button button--primary" type="button" data-action="run-general">提交只读查询</button></section>
+          <section><div class="operator-section-heading"><div><h2 class="panel__title">运行状态与结果</h2><p class="operator-inline-note">状态完成后展示结果和工具调用摘要。</p></div><span class="tag" data-general-status>等待执行</span></div><div data-general-result><div class="operations-empty">提交问题后，前端会自动轮询运行状态。</div></div></section>
+        </div>
+      </section>
+    </article>
+  </main>
+  <script type="module" src="/static/portal/employee-operations/nl2sql/nl2sql.js"></script>
+</body>
+</html>
@@ -0,0 +1,136 @@
+import { apiClient } from '/static/portal/common/api-client.js?v=20260913';
+import { getAuthContext, requireOperator } from '/static/portal/common/auth.js';
+import { escapeHtml } from '/static/portal/common/formatters.js';
+import { mountShell } from '/static/portal/common/layout/app-shell.js';
+import { showToast } from '/static/portal/common/notifications.js';
+
+if (requireOperator()) {
+  mountShell({ active: 'operator-nl2sql', mode: 'operator' });
+  const context = getAuthContext();
+  const operatorId = String(context?.userId || context?.username || '');
+  const state = {
+    offsiteTask: new URLSearchParams(location.search).get('task_id') || '',
+    offsiteNaturalLanguage: '',
+    offsiteResult: null,
+    generalRun: null,
+    timer: null,
+  };
+  const offsiteTask = document.querySelector('[data-offsite-task]');
+  const offsiteNaturalLanguage = document.querySelector('[data-offsite-natural-language]');
+  const offsiteResult = document.querySelector('[data-offsite-result]');
+  const generalResult = document.querySelector('[data-general-result]');
+  offsiteTask.value = state.offsiteTask;
+  document.querySelector('[data-operator-name]').textContent = context?.username || '运营人员';
+  document.querySelector('[data-operator-scope]').textContent = `数据范围：${context?.dataScope || 'assigned'}`;
+  const backLink = document.querySelector('[data-offsite-back]');
+
+  const STATUS_LABELS = {
+    planned: '核对完成',
+    query_failed: '查询失败',
+    success: '查询成功',
+    error: '查询失败',
+    pending: '待执行',
+    running: '执行中',
+  };
+
+  const RULE_LABELS = {
+    subscription_holding_ratio: '申购后单一投资者持有比例',
+    subscription_single_share_limit: '申购单笔份额上限',
+    redemption_large_ratio: '赎回巨额比例',
+    redemption_available_quantity: '账户可用份额',
+  };
+
+  function statusLabel(status) {
+    return STATUS_LABELS[String(status || '').toLowerCase()] || status || '等待执行';
+  }
+
+  function ruleLabel(item) {
+    return item.rule_name || RULE_LABELS[item.rule_code] || item.rule_code || '查询规则';
+  }
+
+  function statusTag(status) { return `<span class="tag">${escapeHtml(status || '等待执行')}</span>`; }
+  function buildNaturalLanguage(fields) {
+    const fundCode = String(fields?.fund_code || '').trim();
+    if (!fundCode) throw new Error('当前单据缺少基金代码，无法生成自然语言');
+    let base = `基金代码为${fundCode}`;
+    const accountIdentifier = String(fields?.account_identifier || '').trim();
+    if (accountIdentifier) base += `，账户标识为${accountIdentifier}`;
+    if (fields.document_type === 'subscription') {
+      return [
+        `${base}，查询基金最新总份额、最新净值和申请前持有份额`,
+        `${base}，查询基金最新总份额和最新净值`,
+      ].join('\n');
+    }
+    return [
+      `${base}，查询产品最新总份额`,
+      `${base}，查询账户当前最新可用份额`,
+    ].join('\n');
+  }
+  function renderOffsite() {
+    const result = state.offsiteResult;
+    offsiteNaturalLanguage.value = state.offsiteNaturalLanguage;
+    if (backLink) {
+      backLink.href = state.offsiteTask
+        ? `/portal/employee-operations/offsite/?task_id=${encodeURIComponent(state.offsiteTask)}`
+        : '/portal/employee-operations/offsite/';
+    }
+    document.querySelector('[data-offsite-status]').outerHTML = `<span class="tag" data-offsite-status>${escapeHtml(statusLabel(result?.status))}</span>`;
+    offsiteResult.innerHTML = result ? `<dl class="operator-kv"><div><dt>单据</dt><dd>${escapeHtml(result.task_id || state.offsiteTask)}</dd></div><div><dt>执行状态</dt><dd>${statusTag(statusLabel(result.status))}</dd></div><div><dt>查询数量</dt><dd>${escapeHtml(String(result.queries?.length || 0))}</dd></div><div><dt>返回说明</dt><dd>${escapeHtml(result.message || '已完成服务端核对')}</dd></div></dl><div class="operator-table-wrap"><table class="operator-table"><thead><tr><th>核对规则</th><th>状态</th><th>返回行数</th><th>错误信息</th></tr></thead><tbody>${(result.queries || []).map((item) => `<tr><td>${escapeHtml(ruleLabel(item))}<small class="operator-inline-note">${escapeHtml(item.rule_code || '')}</small></td><td>${escapeHtml(statusLabel(item.status))}</td><td>${escapeHtml(String(item.row_count ?? 0))}</td><td>${escapeHtml(item.error_message || '--')}</td></tr>`).join('') || '<tr><td colspan="4">暂无查询记录。</td></tr>'}</tbody></table></div><pre class="operator-json">${escapeHtml(JSON.stringify(result, null, 2))}</pre>` : '<div class="operations-empty">输入 task_id 后执行一次只读核对。</div>';
+  }
+  function renderGeneral() {
+    const run = state.generalRun;
+    document.querySelector('[data-general-status]').textContent = run?.status || '等待执行';
+    generalResult.innerHTML = run ? `<dl class="operator-kv"><div><dt>运行编号</dt><dd>${escapeHtml(run.run_id)}</dd></div><div><dt>Agent 类型</dt><dd>${escapeHtml(run.agent_type || '--')}</dd></div><div><dt>状态</dt><dd>${escapeHtml(run.status)}</dd></div><div><dt>错误码</dt><dd>${escapeHtml(run.error_code || '--')}</dd></div></dl><pre class="operator-json">${escapeHtml(JSON.stringify(run.result || run, null, 2))}</pre>` : '<div class="operations-empty">提交问题后，前端会自动轮询运行状态。</div>';
+  }
+  async function poll(runId) {
+    if (state.timer) clearTimeout(state.timer);
+    const response = await apiClient.get('AGENT_RUN', { pathParams: { runId } });
+    state.generalRun = response.data; renderGeneral();
+    if (['queued', 'running', 'processing', 'pending'].includes(String(state.generalRun.status).toLowerCase())) {
+      state.timer = window.setTimeout(() => poll(runId).catch((error) => showToast(error.message, 'error')), 1200);
+    } else showToast(state.generalRun.status === 'succeeded' ? '通用查询已完成' : `查询状态：${state.generalRun.status}`, state.generalRun.status === 'succeeded' ? 'success' : 'error');
+  }
+  async function run(action) {
+    try {
+      if (action === 'generate-offsite') {
+        const taskId = offsiteTask.value.trim();
+        if (!taskId) throw new Error('请输入单据 task_id');
+        const response = await apiClient.get('OFFSITE_NL2SQL_FIELDS', { pathParams: { taskId } });
+        state.offsiteTask = taskId;
+        state.offsiteNaturalLanguage = buildNaturalLanguage(response.data);
+        renderOffsite();
+        showToast('自然语言已生成，可人工修改');
+        return;
+      }
+      if (action === 'run-offsite') {
+        const taskId = offsiteTask.value.trim();
+        if (!taskId) throw new Error('请输入单据 task_id');
+        if (!document.querySelector('[data-manual-confirmed]').checked) throw new Error('请先确认原始文件内容');
+        const response = await apiClient.post('OFFSITE_TRIGGER_NL2SQL', { operator_id: operatorId, manual_confirmed: true }, { pathParams: { taskId } });
+        state.offsiteResult = response.data; renderOffsite(); showToast(response.data?.status === 'query_failed' ? '核对完成，但存在查询失败' : '只读核对已完成'); return;
+      }
+      if (action === 'run-general') {
+        const message = document.querySelector('[data-query-text]').value.trim();
+        if (!message) throw new Error('请输入业务问题');
+        const sessionId = document.querySelector('[data-session-id]').value.trim() || `portal-${Date.now()}`;
+        document.querySelector('[data-session-id]').value = sessionId;
+        const response = await apiClient.post('AGENT_RUN_CREATE', { agent_type: document.querySelector('[data-agent-type]').value, message, session_id: sessionId, idempotency_key: crypto.randomUUID().replaceAll('-', '') });
+        state.generalRun = response.data; renderGeneral(); showToast(`查询已提交：${response.data.run_id}`); poll(response.data.run_id); return;
+      }
+    } catch (error) { apiClient.reportError(error); showToast(error.message || '操作失败', 'error'); }
+  }
+  document.querySelectorAll('[data-tab]').forEach((tab) => tab.addEventListener('click', () => {
+    document.querySelectorAll('[data-tab]').forEach((item) => item.setAttribute('aria-selected', String(item === tab)));
+    document.querySelectorAll('[data-view]').forEach((view) => { view.hidden = view.dataset.view !== tab.dataset.tab; });
+  }));
+  document.querySelector('main').addEventListener('click', (event) => { const action = event.target.closest('[data-action]')?.dataset.action; if (action) run(action); });
+  offsiteTask.addEventListener('input', () => {
+    state.offsiteTask = offsiteTask.value;
+    state.offsiteNaturalLanguage = '';
+    offsiteNaturalLanguage.value = '';
+  });
+  offsiteNaturalLanguage.addEventListener('input', () => {
+    state.offsiteNaturalLanguage = offsiteNaturalLanguage.value;
+  });
+  renderOffsite(); renderGeneral();
+}
@@ -0,0 +1,58 @@
+<!doctype html>
+<html lang="zh-CN">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>场外申购和赎回 · 运营工作台</title>
+  <link rel="stylesheet" href="/static/portal/common/base.css">
+  <link rel="stylesheet" href="/static/portal/common/operations.css">
+  <link rel="stylesheet" href="/static/portal/employee-operations/operator-workspace.css?v=20260913">
+</head>
+<body>
+  <main id="main-content" class="page-shell operations-shell operator-shell operator-workspace">
+    <section class="operations-hero operator-hero fade-in">
+      <div class="operations-hero__content">
+        <p class="operations-kicker">场外运营 · 业务邮件处理</p>
+        <h1 class="operations-hero__title">场外申购和赎回</h1>
+        <p class="operations-hero__copy">从邮件、附件识别到规则核对、人工确认、通知发送和清算统计，所有动作均以服务端状态和权限为准。</p>
+        <div class="operations-hero__signals"><span>邮件收件</span><span>OCR 与 NL2SQL</span><span>规则确认</span></div>
+      </div>
+      <div class="operations-hero__meta"><strong data-operator-name>运营人员</strong><span data-operator-scope>权限加载中</span></div>
+    </section>
+    <section class="metric-grid" data-offsite-metrics aria-label="场外业务概览"></section>
+    <div class="operator-mail-status-row">
+      <div class="operator-tabs operator-mail-status-tabs" data-mail-status-tabs role="tablist" aria-label="业务邮件状态"></div>
+      <div class="operator-mail-status-actions">
+        <button class="button button--primary" type="button" data-mail-refresh>刷新</button>
+        <button class="button" type="button" data-mailbox-recover>恢复收件</button>
+      </div>
+    </div>
+    <section class="operator-columns">
+      <article class="panel panel--flush operator-mail-panel">
+        <div class="panel__header"><div><h2 class="panel__title">业务邮件列表</h2></div></div>
+        <div class="panel__body operator-list" data-mail-list></div>
+        <div class="operations-pagination" data-mail-pagination></div>
+      </article>
+      <div class="operator-stack">
+        <article class="panel panel--flush operator-detail operator-mail-detail">
+          <div class="panel__header"><div><h2 class="panel__title">邮件详情与附件</h2><p class="section-heading__meta">选择邮件后读取识别字段和关联单据</p></div></div>
+          <div class="panel__body operator-detail__body" data-mail-detail></div>
+        </article>
+      </div>
+    </section>
+    <article class="panel panel--flush">
+      <div class="panel__header"><div><h2 class="panel__title">单据核对与运营动作</h2><p class="section-heading__meta">识别字段、NL2SQL 字段和规则结果分别来自独立后端接口</p></div></div>
+      <div class="panel__body" data-document-list></div>
+    </article>
+    <article class="panel panel--flush" data-notification-panel hidden>
+      <div class="panel__header"><div><h2 class="panel__title">通知确认与发送</h2><p class="section-heading__meta">发送前请检查正文并完成运营确认</p></div></div>
+      <div class="panel__body" data-notification></div>
+    </article>
+    <article class="panel panel--flush">
+      <div class="panel__header"><div><h2 class="panel__title">清算统计</h2><p class="section-heading__meta">只统计已确认正常且正常返回通知发送成功的单据</p></div><button class="button table-action" type="button" data-stat-refresh>刷新统计</button></div>
+      <div class="panel__body" data-statistics></div>
+    </article>
+  </main>
+  <script type="module" src="/static/portal/employee-operations/offsite/offsite.js?v=20260915"></script>
+</body>
+</html>
@@ -0,0 +1,529 @@
+import { apiClient } from '/static/portal/common/api-client.js?v=20260915';
+import { getAuthContext, requireOperator } from '/static/portal/common/auth.js';
+import { escapeHtml, formatDateTime } from '/static/portal/common/formatters.js';
+import { mountShell } from '/static/portal/common/layout/app-shell.js';
+import { showToast } from '/static/portal/common/notifications.js';
+import { renderEmpty, renderError, renderLoading } from '/static/portal/common/state-view.js';
+
+const PREVIEW_TYPES = new Set(['application/pdf', 'image/png', 'image/jpeg', 'image/jpg', 'image/pjpeg', 'image/gif', 'image/webp', 'image/bmp', 'image/avif']);
+const NOTIFICATION_TYPES = [['mail_return', '邮件回执'], ['normal_return', '正常回执'], ['exception_return', '异常回执'], ['risk', '风险通知'], ['settlement', '清算通知']];
+const NOTIFICATION_LABELS = Object.fromEntries(NOTIFICATION_TYPES);
+const MAIL_STATUS_FILTERS = [
+  ['exception', '有异常'],
+  ['processed', '已处理'],
+  ['processing', '处理中'],
+  ['inbox', '已入库'],
+  ['replied', '已回执'],
+  ['all', '全部邮件'],
+];
+
+if (requireOperator()) {
+  mountShell({ active: 'operator-offsite', mode: 'operator' });
+  const context = getAuthContext();
+  const operatorId = String(context?.userId || context?.username || '');
+  const state = {
+    page: 1, pageSize: 10, total: 0, mails: [], mailbox: null, activeMailStatus: 'all',
+    mailDetails: {},
+    selectedMailId: '', mail: null, recognition: null, documents: [], nl2sql: {}, rules: {},
+    ocrDrafts: {}, nlDrafts: {}, notice: null, noticeTaskId: '', noticeDraft: '', stats: null,
+    statsForm: { fundCode: '', applicationDate: '' },
+    recalculatingTasks: new Set(),
+  };
+  const root = document.querySelector('main');
+  const targets = {
+    metrics: document.querySelector('[data-offsite-metrics]'),
+    statusTabs: document.querySelector('[data-mail-status-tabs]'),
+    list: document.querySelector('[data-mail-list]'),
+    pagination: document.querySelector('[data-mail-pagination]'),
+    detail: document.querySelector('[data-mail-detail]'),
+    documents: document.querySelector('[data-document-list]'),
+    noticePanel: document.querySelector('[data-notification-panel]'),
+    notice: document.querySelector('[data-notification]'),
+    statistics: document.querySelector('[data-statistics]'),
+  };
+  document.querySelector('[data-operator-name]').textContent = context?.username || '运营人员';
+  document.querySelector('[data-operator-scope]').textContent = `数据范围：${context?.dataScope || 'assigned'}`;
+
+  function value(item, fallback = '--') {
+    if (item === null || item === undefined || item === '') return fallback;
+    if (Array.isArray(item)) return item.length ? item.join('、') : fallback;
+    if (typeof item === 'object') return JSON.stringify(item);
+    return String(item);
+  }
+
+  function tag(text, tone = '') {
+    return `<span class="tag ${tone ? `status-tag--${tone}` : 'tag--neutral'}">${escapeHtml(text || '--')}</span>`;
+  }
+
+  function actionButton(label, action, tone = '', disabled = false) {
+    return `<button class="button table-action${tone ? ` button--${tone}` : ''}" type="button" data-action="${escapeHtml(action)}"${disabled ? ' disabled' : ''}>${escapeHtml(label)}</button>`;
+  }
+
+  function fieldStatusLabel(status) {
+    return {
+      success: '成功',
+      query_failed: '失败',
+      not_queried: '未查询',
+      pending: '待查询',
+      corrected: '人工修正',
+    }[String(status || '').toLowerCase()] || '未查询';
+  }
+
+  function documentNotificationType(document) {
+    if (document?.operator_decision === '确认正常') return 'normal_return';
+    if (document?.operator_decision === '确认异常') return 'exception_return';
+    return '';
+  }
+
+  function mailDocuments(mail) {
+    return (mail?.attachments || []).flatMap((attachment) => attachment.documents || []);
+  }
+
+  function mailDisplayStatus(mail) {
+    const internalStatus = String(mail?.status || '');
+    const documents = mailDocuments(state.mailDetails[mail?.mail_id]);
+    const decisions = documents.map((item) => item.operator_decision).filter(Boolean);
+
+    if (internalStatus === 'processing') {
+      if (decisions.includes('确认异常')) return { key: 'exception', label: '有异常', tone: 'high' };
+      if (decisions.length && decisions.every((decision) => decision === '确认正常')) {
+        return { key: 'processed', label: '已处理', tone: 'low' };
+      }
+      return { key: 'processing', label: '处理中', tone: 'medium' };
+    }
+    if (internalStatus === 'recognized' || internalStatus === 'received') {
+      return { key: 'inbox', label: '已入库', tone: 'active' };
+    }
+    if (internalStatus === 'normal_return_sent' || internalStatus === 'completed') {
+      return { key: 'replied', label: '已回执', tone: 'low' };
+    }
+    if (internalStatus === 'deleted') return { key: 'deleted', label: '已删除', tone: 'neutral' };
+    return { key: 'processing', label: '处理中', tone: 'medium' };
+  }
+
+  function documentDisplayStatus(document) {
+    if (document.operator_decision === '确认异常') return { label: '有异常', tone: 'high' };
+    if (document.operator_decision === '确认正常') return { label: '已处理', tone: 'low' };
+    if (document.status === 'recognized' || document.status === 'planned') {
+      return { label: '已入库', tone: 'active' };
+    }
+    return { label: '处理中', tone: 'medium' };
+  }
+
+  function ruleComparison(row) {
+    const calculation = row?.calculation || {};
+    if (calculation.实际值 !== undefined && calculation.规则值 !== undefined) {
+      return {
+        actual: calculation.实际值,
+        rule: calculation.规则值,
+        expression: calculation.比较,
+      };
+    }
+    if (row?.rule_code === 'subscription_minimum_amount') {
+      return {
+        actual: row.document_value?.申购金额元,
+        rule: '> 1 元',
+        expression: row.document_value?.申购金额元 === undefined
+          ? ''
+          : `${row.document_value.申购金额元} > 1 元`,
+      };
+    }
+    if (calculation.申购后持有比例 !== undefined) {
+      const actual = `${Number(calculation.申购后持有比例) * 100}%`;
+      return { actual, rule: '≤ 20%', expression: `${actual} ≤ 20%` };
+    }
+    if (calculation.本次申购份额 !== undefined && calculation.份额上限 !== undefined) {
+      return {
+        actual: calculation.本次申购份额,
+        rule: calculation.份额上限,
+        expression: `${calculation.本次申购份额} ≤ ${calculation.份额上限}`,
+      };
+    }
+    if (calculation.赎回比例 !== undefined) {
+      const actual = `${Number(calculation.赎回比例) * 100}%`;
+      return { actual, rule: '≤ 20%', expression: `${actual} ≤ 20%` };
+    }
+    if (row?.rule_code === 'redemption_available_quantity') {
+      return {
+        actual: row.document_value?.赎回份额,
+        rule: row.database_value?.当前最新可用份额,
+        expression: row.document_value?.赎回份额 === undefined
+          || row.database_value?.当前最新可用份额 === undefined
+          ? ''
+          : `${row.document_value.赎回份额} ≤ ${row.database_value.当前最新可用份额}`,
+      };
+    }
+    return { actual: '', rule: '', expression: '' };
+  }
+
+  function renderRuleComparison(row) {
+    const comparison = ruleComparison(row);
+    if (!comparison.actual && !comparison.rule) {
+      return '<span class="operator-inline-note">暂无可对比数据</span>';
+    }
+    const conclusion = row.result === '正常' ? '满足规则' : row.result === '异常' ? '不满足规则' : '无法判断';
+    const tone = row.result === '正常' ? 'operator-comparison--normal' : row.result === '异常' ? 'operator-comparison--abnormal' : 'operator-comparison--unknown';
+    return `<div class="operator-comparison ${tone}">
+      <div class="operator-comparison__values">
+        <div><span>实际值</span><strong>${escapeHtml(value(comparison.actual))}</strong></div>
+        <div><span>规则值</span><strong>${escapeHtml(value(comparison.rule))}</strong></div>
+      </div>
+      ${comparison.expression ? `<div class="operator-comparison__expression">${escapeHtml(comparison.expression)} · ${conclusion}</div>` : `<div class="operator-comparison__expression">${conclusion}</div>`}
+    </div>`;
+  }
+
+  function renderStatusTabs() {
+    targets.statusTabs.innerHTML = MAIL_STATUS_FILTERS.map(([key, label]) => `
+      <button class="operator-tab" type="button" role="tab" aria-selected="${state.activeMailStatus === key}" data-mail-status="${key}">${label}</button>
+    `).join('');
+  }
+
+  function errorText(error) {
+    return `<div class="operator-warning">${escapeHtml(error?.message || '请求未完成')}</div>`;
+  }
+
+  function renderMetrics() {
+    const selectedDocs = state.documents.length;
+    const pending = state.documents.filter((item) => item.operator_decision === '未处理' || !item.operator_decision).length;
+    const blocked = Boolean(state.mailbox?.blocked);
+    targets.metrics.innerHTML = [
+      ['业务邮件', state.total, `当前第 ${state.page} 页`],
+      ['当前单据', selectedDocs, state.selectedMailId ? '来自当前邮件' : '请选择邮件'],
+      ['待人工确认', pending, '以服务端单据状态为准'],
+      ['收件状态', blocked ? '已阻塞' : (state.mailbox?.monitoring ? '运行中' : '未启用'), blocked ? '需要恢复游标' : '服务端状态'],
+    ].map(([label, current, meta]) => `<article class="metric-card"><p class="metric-card__label">${label}</p><p class="metric-card__value">${escapeHtml(String(current))}</p><p class="metric-card__meta">${escapeHtml(meta)}</p></article>`).join('');
+  }
+
+  function renderMailList() {
+    const visibleMails = state.mails.filter((mail) => (
+      state.activeMailStatus === 'all' || mailDisplayStatus(mail).key === state.activeMailStatus
+    ));
+    if (!visibleMails.length) {
+      const activeLabel = MAIL_STATUS_FILTERS.find(([key]) => key === state.activeMailStatus)?.[1] || '业务';
+      renderEmpty(targets.list, `暂无${activeLabel}`, '当前状态下没有可展示的场外基金邮件。');
+      targets.pagination.innerHTML = '';
+      return;
+    }
+    targets.list.innerHTML = visibleMails.map((mail) => {
+      const active = mail.mail_id === state.selectedMailId;
+      const displayStatus = mailDisplayStatus(mail);
+      return `<div class="operator-list__item${active ? ' operator-list__item--active' : ''}" data-mail="${escapeHtml(mail.mail_id)}">
+        <div><strong>${escapeHtml(mail.subject || mail.mail_id || '无主题邮件')}</strong><small>${escapeHtml(mail.sender || '未知发件人')}</small><small>发送日期：${escapeHtml(formatDateTime(mail.sent_at || mail.received_at || mail.received_date))}</small></div>
+        <div class="operator-list__actions">${tag(displayStatus.label, displayStatus.tone)}${actionButton('删除', `delete-mail:${encodeURIComponent(mail.mail_id)}`, 'danger')}</div>
+      </div>`;
+    }).join('');
+    const pages = Math.max(1, Math.ceil(state.total / state.pageSize));
+    targets.pagination.innerHTML = `<span>第 ${state.page} / ${pages} 页，共 ${state.total} 封</span>${actionButton('上一页', 'page:prev', '')}${actionButton('下一页', 'page:next', '')}`;
+    targets.pagination.querySelector('[data-action="page:prev"]')?.toggleAttribute('disabled', state.page <= 1);
+    targets.pagination.querySelector('[data-action="page:next"]')?.toggleAttribute('disabled', state.page >= pages);
+  }
+
+  function fieldNames(base, effective, extra = []) {
+    const names = [];
+    [...Object.keys(base || {}), ...Object.keys(effective || {}), ...extra].forEach((name) => {
+      if (name && !names.includes(name)) names.push(name);
+    });
+    return names;
+  }
+
+  function renderFieldGrid(fields, draft, scope, key, statuses = {}) {
+    const names = fieldNames(fields, draft);
+    if (!names.length) return '<div class="operator-inline-note">暂无可展示字段。</div>';
+    return `<div class="operator-field-grid">${names.map((name) => `<label class="form-field"><span class="form-field__label operator-field-label"><span>${escapeHtml(name)}</span>${statuses[name] !== undefined && statuses[name] !== null && statuses[name] !== '' ? `<span class="operator-field-confidence">状态：${escapeHtml(fieldStatusLabel(statuses[name]))}</span>` : ''}</span><input class="form-field__input" data-${scope}-field="${escapeHtml(key)}" data-field-name="${escapeHtml(name)}" value="${escapeHtml(draft[name] ?? fields?.[name] ?? '')}"></label>`).join('')}</div>`;
+  }
+
+  function renderDetail() {
+    if (!state.mail) {
+      renderEmpty(targets.detail, '请选择一封邮件', '邮件详情会展示正文、附件原件、OCR 识别字段和关联单据。');
+      return;
+    }
+    const attachments = state.mail.attachments || [];
+    targets.detail.innerHTML = `<dl class="operator-kv"><div><dt>邮件编号</dt><dd>${escapeHtml(value(state.mail.mail_id))}</dd></div><div><dt>发件人</dt><dd>${escapeHtml(value(state.mail.sender))}</dd></div><div><dt>接收时间</dt><dd>${escapeHtml(formatDateTime(state.mail.received_at || state.mail.received_date))}</dd></div></dl>
+      <section><h3>邮件正文</h3><pre class="operator-text">${escapeHtml(state.mail.body_text || state.mail.body_html || '暂无正文')}</pre></section>
+      <section><div class="operator-section-heading"><h3>附件原件</h3><span class="operator-inline-note">${attachments.length} 个附件</span></div>${attachments.map(renderAttachment).join('') || '<div class="operator-inline-note">暂无附件。</div>'}</section>`;
+  }
+
+  function renderAttachment(item) {
+    const docs = item.documents || [];
+    const itemRecognition = (state.recognition?.attachments || []).find((row) => row.attachment_id === item.attachment_id);
+    const draft = state.ocrDrafts[item.attachment_id] || {};
+    const missing = itemRecognition?.missing_fields || [];
+    const names = fieldNames(itemRecognition?.extracted_fields, itemRecognition?.effective_fields, missing);
+    return `<article class="operator-attachment"><div class="operator-attachment__header"><div><strong>${escapeHtml(item.filename || item.attachment_id)}</strong><p class="operator-meta">OCR ${escapeHtml(itemRecognition?.ocr_status || '未记录')}</p></div><div class="operator-actions">${actionButton(PREVIEW_TYPES.has(String(item.media_type || '').toLowerCase()) ? '预览原件' : '下载原件', `file:${encodeURIComponent(item.attachment_id)}`)} </div></div>${missing.length ? `<div class="operator-warning">缺失字段：${escapeHtml(missing.join('、'))}</div>` : ''}<div class="operator-subsection"><h4>OCR 识别字段</h4>${renderFieldGrid(itemRecognition?.effective_fields || itemRecognition?.extracted_fields, draft, 'ocr', item.attachment_id, itemRecognition?.field_confidence || {})}<div class="operator-actions">${actionButton('保存', `save-ocr:${encodeURIComponent(item.attachment_id)}`, 'primary')}${actionButton('重试', docs[0]?.task_id ? `retry:${encodeURIComponent(docs[0].task_id)}` : 'noop')}</div></div></article>`;
+  }
+
+  function renderDocuments() {
+    if (!state.selectedMailId) {
+      renderEmpty(targets.documents, '请选择邮件后处理单据', '单据来自邮件附件关联记录。');
+      return;
+    }
+    if (!state.documents.length) {
+      renderEmpty(targets.documents, '当前邮件没有业务单据', '如果附件识别异常，可在上方查看原件并提交识别重试。');
+      return;
+    }
+    targets.documents.innerHTML = state.documents.map((document) => {
+      const taskId = document.task_id;
+      const nl = state.nl2sql[taskId];
+      const rule = state.rules[taskId];
+      const draft = state.nlDrafts[taskId] || {};
+      const ruleRows = rule?.rules || [];
+      const displayStatus = documentDisplayStatus(document);
+      const notificationType = documentNotificationType(document);
+      const recalculating = state.recalculatingTasks.has(taskId);
+      const encodedTaskId = encodeURIComponent(String(taskId || '').trim());
+      const notificationAction = notificationType
+        ? `notice:${encodedTaskId}:${notificationType}`
+        : `notice:${encodedTaskId}`;
+      return `<article class="operator-document"><div class="operator-document__header"><div><strong>${escapeHtml(taskId)}</strong><p class="operator-meta">${escapeHtml(document.document_type || '单据')} · ${escapeHtml(document.fund_name || document.fund_code || '--')} · ${escapeHtml(document.application_no || '--')}</p></div><div>${tag(document.operator_decision || displayStatus.label, document.operator_decision === '确认异常' ? 'high' : displayStatus.tone)}</div></div><dl class="operator-kv"><div><dt>申请日期</dt><dd>${escapeHtml(value(document.application_date))}</dd></div><div><dt>申购金额 / 赎回份额</dt><dd>${escapeHtml(value(document.subscription_amount_yuan))} / ${escapeHtml(value(document.redemption_shares))}</dd></div><div><dt>机构</dt><dd>${escapeHtml(value(document.agency))}</dd></div><div><dt>基金代码</dt><dd>${escapeHtml(value(document.fund_code))}</dd></div></dl>
+        <div class="operator-subsection"><div class="operator-section-heading"><h3>NL2SQL 返回字段</h3><span class="operator-inline-note">${escapeHtml(nl?.updated_at ? formatDateTime(nl.updated_at, true) : '尚未核对')}</span></div>${nl?.error ? errorText({ message: nl.error }) : renderFieldGrid(nl?.effective_fields || nl?.fields, draft, 'nl', taskId, nl?.field_status || {})}<div class="operator-actions">${actionButton('保存', `save-nl:${encodeURIComponent(taskId)}`, 'primary')}${actionButton('进入 NL2SQL', `open-nl:${encodeURIComponent(taskId)}`)}</div></div>
+        <div class="operator-subsection"><div class="operator-section-heading"><h3>规则结果</h3>${rule ? tag(rule.document_status || '已读取') : ''}</div>${rule?.error ? errorText({ message: rule.error }) : `<div class="operator-table-wrap"><table class="operator-table"><thead><tr><th>规则</th><th>结果</th><th>单据值</th><th>实际值 / 规则值</th></tr></thead><tbody>${ruleRows.map((row) => `<tr><td>${escapeHtml(row.rule_name || row.rule_code || '--')}</td><td>${tag(row.result)}</td><td>${escapeHtml(value(row.document_value))}</td><td>${renderRuleComparison(row)}</td></tr>`).join('') || '<tr><td colspan="4">暂无规则结果，请先执行 NL2SQL 核对。</td></tr>'}</tbody></table></div>`}<div class="operator-actions">${actionButton(recalculating ? '正在核对并判定...' : '重新核对并判定规则', `recalculate:${encodeURIComponent(taskId)}`, 'primary', recalculating)}${actionButton('确认正常', `confirm:${encodeURIComponent(taskId)}:确认正常`)}${actionButton('确认异常', `confirm:${encodeURIComponent(taskId)}:确认异常`, 'danger')}${actionButton(notificationType ? `创建${NOTIFICATION_LABELS[notificationType]}` : '创建通知', notificationAction)}</div></div></article>`;
+    }).join('');
+  }
+
+  function renderNotice() {
+    if (!state.notice) {
+      targets.noticePanel.hidden = true;
+      return;
+    }
+    targets.noticePanel.hidden = false;
+    targets.notice.innerHTML = `<div class="operator-form-grid"><label class="form-field"><span class="form-field__label">通知编号</span><input class="form-field__input" value="${escapeHtml(state.notice.notification_id)}" readonly></label><label class="form-field"><span class="form-field__label">关联单据</span><input class="form-field__input" value="${escapeHtml(state.noticeTaskId)}" readonly></label><label class="form-field"><span class="form-field__label">通知类型</span><select class="form-field__input" data-notice-type>${NOTIFICATION_TYPES.map(([key, label]) => `<option value="${key}"${key === state.noticeType ? ' selected' : ''}>${label}</option>`).join('')}</select></label></div><label class="form-field"><span class="form-field__label">最终发送正文</span><textarea class="form-field__input" rows="5" maxlength="10000" data-notice-content>${escapeHtml(state.noticeDraft)}</textarea></label><div class="operator-actions">${actionButton('发送通知', 'send-notice', 'primary')}${actionButton('清除通知', 'clear-notice')}</div>`;
+  }
+
+  function renderStatistics() {
+    const items = Array.isArray(state.stats?.items)
+      ? state.stats.items
+      : state.stats ? [state.stats] : [];
+    const blocks = items.map((item) => `<article class="operator-result-card"><div class="operator-section-heading"><div><h3>${escapeHtml(value(item.fund_name, '未识别基金'))}</h3><p class="operator-meta">基金代码：${escapeHtml(value(item.fund_code))}</p></div><span class="operator-inline-note">${escapeHtml(value(item.application_date))}</span></div><dl class="operator-kv"><div><dt>申购金额 / 笔数</dt><dd>${escapeHtml(value(item.subscription_amount_yuan, '0'))} / ${escapeHtml(value(item.subscription_count, '0'))}</dd></div><div><dt>赎回份额 / 金额</dt><dd>${escapeHtml(value(item.redemption_shares, '0'))} / ${escapeHtml(value(item.redemption_amount_yuan))}</dd></div><div><dt>净流入 / 流出</dt><dd>${escapeHtml(value(item.net_flow_amount_yuan))}</dd></div><div><dt>最新净值</dt><dd>${escapeHtml(value(item.latest_nav))}</dd></div></dl></article>`).join('');
+    targets.statistics.innerHTML = `<div class="operator-form-grid"><label class="form-field"><span class="form-field__label">基金代码（可选）</span><input class="form-field__input" data-stat-field="fundCode" value="${escapeHtml(state.statsForm.fundCode)}" placeholder="留空统计当天全部基金"></label><label class="form-field"><span class="form-field__label">申请日期</span><input class="form-field__input" type="date" data-stat-field="applicationDate" value="${escapeHtml(state.statsForm.applicationDate)}"></label></div>${state.stats ? (items.length ? `<p class="operator-inline-note">共 ${items.length} 只基金，每只基金单独汇总。</p><div class="operator-stack">${blocks}</div>` : '<div class="operator-inline-note">当天没有符合条件的清算单据。</div>') : '<p class="operator-inline-note">基金代码留空时，将统计申请日期当天全部基金。</p>'}`;
+  }
+
+  function render() {
+    renderMetrics(); renderStatusTabs(); renderMailList(); renderDetail(); renderDocuments(); renderNotice(); renderStatistics();
+  }
+
+  function syncDocumentsFromRecognition(payload) {
+    const attachments = Array.isArray(payload?.attachments) ? payload.attachments : [];
+    if (!attachments.length || !state.mail) return;
+    const documentsByAttachment = new Map(
+      attachments.map((attachment) => [
+        attachment.attachment_id,
+        (attachment.documents || []).map((document) => ({
+          ...document,
+          attachment_id: attachment.attachment_id,
+        })),
+      ]),
+    );
+    state.mail = {
+      ...state.mail,
+      attachments: (state.mail.attachments || []).map((attachment) => ({
+        ...attachment,
+        documents: documentsByAttachment.get(attachment.attachment_id)
+          || attachment.documents
+          || [],
+      })),
+    };
+    state.mailDetails[state.mail.mail_id] = state.mail;
+    state.documents = state.mail.attachments.flatMap((attachment) => (
+      attachment.documents || []
+    ));
+  }
+
+  async function loadMail(mailId) {
+    const [mailResponse, recognitionResponse] = await Promise.all([
+      apiClient.get('OFFSITE_MAIL', { pathParams: { mailId } }),
+      apiClient.get('OFFSITE_RECOGNITION', { pathParams: { mailId } }).catch((error) => ({ data: { error: error.message, attachments: [] } })),
+    ]);
+    state.selectedMailId = mailId;
+    state.mail = mailResponse.data || {};
+    state.mailDetails[mailId] = state.mail;
+    state.recognition = recognitionResponse.data || {};
+    state.ocrDrafts = Object.fromEntries((state.recognition.attachments || []).map((item) => [item.attachment_id, { ...(item.effective_fields || item.extracted_fields || {}) }]));
+    state.documents = (state.mail.attachments || []).flatMap((attachment) => (attachment.documents || []).map((document) => ({ ...document, attachment_id: document.attachment_id || attachment.attachment_id })));
+    const taskIds = [...new Set(state.documents.map((item) => item.task_id).filter(Boolean))];
+    const results = await Promise.all(taskIds.map(async (taskId) => {
+      const [nlResult, ruleResult] = await Promise.allSettled([
+        apiClient.get('OFFSITE_NL2SQL_FIELDS', { pathParams: { taskId } }),
+        apiClient.get('OFFSITE_RULE_RESULTS', { pathParams: { taskId } }),
+      ]);
+      return { taskId, nl: nlResult.status === 'fulfilled' ? nlResult.value.data : { error: nlResult.reason?.message || '读取失败' }, rule: ruleResult.status === 'fulfilled' ? ruleResult.value.data : { error: ruleResult.reason?.message || '读取失败' } };
+    }));
+    state.nl2sql = Object.fromEntries(results.map(({ taskId, nl }) => [taskId, nl]));
+    state.nlDrafts = Object.fromEntries(results.map(({ taskId, nl }) => [taskId, { ...(nl.effective_fields || nl.fields || {}) }]));
+    state.rules = Object.fromEntries(results.map(({ taskId, rule }) => [taskId, rule]));
+    const first = state.documents.find((item) => item.fund_code && item.application_date);
+    if (first) {
+      state.statsForm.applicationDate = String(first.application_date).slice(0, 10);
+    }
+    render();
+  }
+
+  async function loadMailStatusDetails(mails) {
+    const candidates = mails.filter((mail) => String(mail.status || '') === 'processing');
+    await Promise.allSettled(candidates.map(async (mail) => {
+      const response = await apiClient.get('OFFSITE_MAIL', { pathParams: { mailId: mail.mail_id } });
+      state.mailDetails[mail.mail_id] = response.data || {};
+    }));
+  }
+
+  async function load() {
+    renderLoading(targets.list, 5); renderLoading(targets.detail, 3); renderLoading(targets.documents, 3);
+    try {
+      const [mails, mailbox] = await Promise.all([
+        apiClient.get('OFFSITE_MAILS', { query: { page: state.page, page_size: state.pageSize } }),
+        apiClient.get('OFFSITE_MAILBOX'),
+      ]);
+      const payload = mails.data || {};
+      state.mails = Array.isArray(payload.items) ? payload.items : [];
+      state.total = Number(payload.total || 0);
+      state.mailbox = mailbox.data || {};
+      await loadMailStatusDetails(state.mails);
+      if (!state.selectedMailId || !state.mails.some((item) => item.mail_id === state.selectedMailId)) {
+        state.selectedMailId = state.mails[0]?.mail_id || '';
+      }
+      if (state.selectedMailId) await loadMail(state.selectedMailId);
+      else { state.mail = null; state.documents = []; render(); }
+    } catch (error) {
+      apiClient.reportError(error); renderError(targets.list, error, load); renderError(targets.detail, error, load); renderError(targets.documents, error, load);
+    }
+  }
+
+  async function fileAction(attachmentId) {
+    const result = await apiClient.file('OFFSITE_ATTACHMENT_FILE', { pathParams: { attachmentId }, query: { disposition: 'inline' } });
+    const url = URL.createObjectURL(result.blob);
+    const opened = window.open(url, '_blank', 'noopener,noreferrer');
+    if (!opened) {
+      const link = document.createElement('a'); link.href = url; link.download = attachmentId; link.click();
+    }
+    window.setTimeout(() => URL.revokeObjectURL(url), 60000);
+  }
+
+  async function run(action) {
+    try {
+      if (action === 'refresh') { await load(); showToast('邮件列表已刷新'); return; }
+      if (action.startsWith('select-mail:')) {
+        await loadMail(decodeURIComponent(action.slice(12)));
+        return;
+      }
+      if (action === 'recover-mailbox') { await apiClient.post('OFFSITE_MAILBOX_RECOVER', { operator_id: operatorId }); await load(); showToast('收件游标已恢复'); return; }
+      if (action.startsWith('page:')) { const pages = Math.max(1, Math.ceil(state.total / state.pageSize)); state.page = Math.min(pages, Math.max(1, state.page + (action.endsWith('next') ? 1 : -1))); await load(); return; }
+      if (action.startsWith('delete-mail:')) {
+        const mailId = decodeURIComponent(action.slice(12));
+        if (!window.confirm('确认删除这封邮件吗？删除后只会从运营列表隐藏，原始邮件和识别记录仍保留。')) return;
+        await apiClient.post('OFFSITE_MAIL_DELETE', { operator_id: operatorId }, { pathParams: { mailId } });
+        state.selectedMailId = ''; await load(); showToast('邮件已删除'); return;
+      }
+      if (action.startsWith('file:')) { await fileAction(decodeURIComponent(action.slice(5))); return; }
+      if (action.startsWith('save-ocr:')) {
+        const attachmentId = decodeURIComponent(action.slice(9));
+        const response = await apiClient.post('OFFSITE_RECOGNITION_SAVE', { operator_id: operatorId, attachments: [{ attachment_id: attachmentId, fields: state.ocrDrafts[attachmentId] || {} }] }, { pathParams: { mailId: state.selectedMailId } });
+        state.recognition = response.data;
+        const saved = state.recognition.attachments?.find((item) => item.attachment_id === attachmentId);
+        state.ocrDrafts[attachmentId] = { ...(saved?.effective_fields || {}) };
+        syncDocumentsFromRecognition(state.recognition);
+        showToast('OCR 识别字段修正已保存'); render(); return;
+      }
+      if (action.startsWith('save-nl:')) {
+        const taskId = decodeURIComponent(action.slice(8));
+        const response = await apiClient.post('OFFSITE_NL2SQL_FIELDS_SAVE', { operator_id: operatorId, fields: state.nlDrafts[taskId] || {} }, { pathParams: { taskId } });
+        state.nl2sql[taskId] = response.data;
+        state.nlDrafts[taskId] = { ...(response.data.effective_fields || response.data.fields || {}) };
+        showToast('NL2SQL 字段修正已保存'); render(); return;
+      }
+      if (action.startsWith('retry:')) {
+        const taskId = decodeURIComponent(action.slice(6));
+        if (!window.confirm('是否重新对该文件进行 OCR 识别？')) return;
+        await apiClient.post('OFFSITE_RECOGNITION_RETRY', { operator_id: operatorId }, { pathParams: { taskId } });
+        await loadMail(state.selectedMailId); showToast('已提交识别重试'); return;
+      }
+      if (action.startsWith('recalculate:')) {
+        const taskId = decodeURIComponent(action.slice(12));
+        if (state.recalculatingTasks.has(taskId)) return;
+        state.recalculatingTasks.add(taskId);
+        render();
+        try {
+          const triggerResponse = await apiClient.post(
+            'OFFSITE_TRIGGER_NL2SQL',
+            { operator_id: operatorId, manual_confirmed: true },
+            { pathParams: { taskId } },
+          );
+          const [fieldsResponse, rulesResponse] = await Promise.all([
+            apiClient.get('OFFSITE_NL2SQL_FIELDS', { pathParams: { taskId } }),
+            apiClient.post(
+              'OFFSITE_RULE_RECALCULATE',
+              { operator_id: operatorId },
+              { pathParams: { taskId } },
+            ),
+          ]);
+          state.nl2sql[taskId] = fieldsResponse.data;
+          state.nlDrafts[taskId] = {
+            ...(fieldsResponse.data?.effective_fields || fieldsResponse.data?.fields || {}),
+          };
+          state.rules[taskId] = rulesResponse.data;
+          showToast(
+            triggerResponse.data?.status === 'query_failed'
+              ? '已重新核对，但存在查询失败'
+              : '规则已重新核对并判定',
+            triggerResponse.data?.status === 'query_failed' ? 'error' : 'success',
+          );
+        } finally {
+          state.recalculatingTasks.delete(taskId);
+          render();
+        }
+        return;
+      }
+      if (action.startsWith('confirm:')) {
+        const [, encodedTask, decision] = action.split(':');
+        const taskId = decodeURIComponent(encodedTask).trim();
+        await apiClient.post('OFFSITE_CONFIRM', { decision, operator_id: operatorId }, { pathParams: { taskId } });
+        await loadMail(state.selectedMailId); showToast(`单据已${decision}`); return;
+      }
+      if (action.startsWith('open-nl:')) { window.location.href = `/portal/employee-operations/nl2sql/?task_id=${encodeURIComponent(decodeURIComponent(action.slice(8)))}`; return; }
+      if (action.startsWith('notice:')) {
+        const actionPayload = action.slice(6);
+        const separator = actionPayload.lastIndexOf(':');
+        const encodedTaskId = separator >= 0 ? actionPayload.slice(0, separator) : actionPayload;
+        const noticeType = separator >= 0 ? actionPayload.slice(separator + 1) : '';
+        const taskId = decodeURIComponent(encodedTaskId).trim();
+        if (!noticeType) throw new Error('请先确认正常或确认异常后再创建通知');
+        const response = await apiClient.post('OFFSITE_NOTIFICATION_CREATE', { notification_type: noticeType, operator_id: operatorId }, { pathParams: { taskId } });
+        state.notice = response.data || {}; state.noticeType = noticeType; state.noticeTaskId = taskId; state.noticeDraft = `${taskId} 待发送${NOTIFICATION_LABELS[noticeType]}`; showToast(`${NOTIFICATION_LABELS[noticeType]}已创建`); render(); return;
+      }
+      if (action === 'send-notice') {
+        if (!state.notice?.notification_id) throw new Error('请先创建通知');
+        if (!window.confirm('确认发送这条通知吗？发送后将影响业务状态。')) return;
+        const response = await apiClient.post('OFFSITE_NOTIFICATION_SEND', { operator_id: operatorId, operator_confirmed: true, final_content: state.noticeDraft }, { pathParams: { notificationId: state.notice.notification_id } });
+        state.notice = { ...state.notice, ...response.data }; showToast(`通知状态：${response.data?.status || '已提交'}`); render(); return;
+      }
+      if (action === 'clear-notice') { state.notice = null; state.noticeTaskId = ''; render(); return; }
+      if (action === 'statistics') {
+        if (!state.statsForm.applicationDate) throw new Error('请填写申请日期');
+        const response = await apiClient.post('OFFSITE_SETTLEMENT_RECALCULATE', { fund_code: state.statsForm.fundCode || null, application_date: state.statsForm.applicationDate });
+        state.stats = response.data; showToast('清算统计已刷新'); render(); return;
+      }
+    } catch (error) { apiClient.reportError(error); showToast(error.message || '操作失败', 'error'); }
+  }
+
+  root.addEventListener('click', (event) => {
+    const statusKey = event.target.closest('[data-mail-status]')?.dataset.mailStatus;
+    if (statusKey) {
+      state.activeMailStatus = statusKey;
+      render();
+      return;
+    }
+    const action = event.target.closest('[data-action]')?.dataset.action;
+    if (action) { event.preventDefault(); run(action); return; }
+    const mailId = event.target.closest('[data-mail]')?.dataset.mail;
+    if (mailId) { run(`select-mail:${encodeURIComponent(mailId)}`); }
+  });
+  root.addEventListener('input', (event) => {
+    const target = event.target;
+    if (target.matches('[data-ocr-field]')) { state.ocrDrafts[target.dataset.ocrField] ||= {}; state.ocrDrafts[target.dataset.ocrField][target.dataset.fieldName] = target.value; }
+    if (target.matches('[data-nl-field]')) { state.nlDrafts[target.dataset.nlField] ||= {}; state.nlDrafts[target.dataset.nlField][target.dataset.fieldName] = target.value; }
+    if (target.matches('[data-stat-field]')) { state.statsForm[target.dataset.statField] = target.value; }
+    if (target.matches('[data-notice-content]')) state.noticeDraft = target.value;
+  });
+  document.querySelector('[data-mail-refresh]').addEventListener('click', () => run('refresh'));
+  document.querySelector('[data-mailbox-recover]').addEventListener('click', () => run('recover-mailbox'));
+  document.querySelector('[data-stat-refresh]').addEventListener('click', () => run('statistics'));
+  load();
+}
@@ -0,0 +1,83 @@
+.operator-workspace { display: grid; gap: var(--space-5); }
+.operator-page-heading { display: flex; justify-content: space-between; gap: var(--space-4); align-items: end; }
+.operator-page-heading h1 { margin: 0; font-size: clamp(26px, 3vw, 36px); letter-spacing: 0; }
+.operator-page-heading p { max-width: 760px; margin: var(--space-2) 0 0; color: var(--muted); line-height: 1.7; }
+.operator-page-heading__actions { display: flex; gap: var(--space-2); flex-wrap: wrap; justify-content: flex-end; }
+.operator-toolbar { padding: var(--space-4); display: flex; flex-wrap: wrap; align-items: end; gap: var(--space-3); background: var(--surface); border: 1px solid var(--line); border-radius: var(--radius-md); box-shadow: var(--shadow-card); }
+.operator-toolbar .form-field { min-width: 150px; flex: 1 1 170px; }
+.operator-toolbar__actions { display: flex; gap: var(--space-2); flex-wrap: wrap; }
+.operator-mail-status-row { display: flex; align-items: stretch; gap: var(--space-3); min-width: 0; }
+.operator-mail-status-tabs { flex: 1 1 auto; min-width: 0; }
+.operator-mail-status-actions { display: flex; flex: 0 0 auto; align-items: center; gap: var(--space-2); padding-bottom: 1px; border-bottom: 1px solid var(--line); }
+.operator-columns { display: grid; grid-template-columns: minmax(280px, .8fr) minmax(0, 1.6fr); gap: var(--space-4); align-items: start; }
+.operator-stack { min-width: 0; display: grid; gap: var(--space-4); align-content: start; }
+.operator-mail-panel > .panel__header, .operator-mail-detail > .panel__header { min-height: 78px; box-sizing: border-box; }
+.operator-list { display: grid; }
+.operator-list__item { padding: var(--space-4); display: grid; grid-template-columns: minmax(0, 1fr) auto; gap: var(--space-3); align-items: start; border-bottom: 1px solid var(--line); cursor: pointer; }
+.operator-list__item:last-child { border-bottom: 0; }
+.operator-list__item:hover, .operator-list__item--active { background: var(--surface-soft); }
+.operator-list__item strong, .operator-list__item span { overflow-wrap: anywhere; }
+.operator-list__item small { display: block; margin-top: 5px; color: var(--muted); line-height: 1.5; }
+.operator-list__actions, .operator-actions { display: flex; flex-wrap: wrap; gap: var(--space-2); align-items: center; }
+.operator-actions .button { max-width: 100%; }
+.form-field__input--natural-language { min-height: 180px; height: auto; resize: none; line-height: 1.7; padding-top: var(--space-3); padding-bottom: var(--space-3); white-space: pre-wrap; overflow-wrap: anywhere; overflow-y: hidden; }
+.operator-actions .button--back { flex: 0 1 auto; }
+.operator-detail { min-width: 0; }
+.operator-detail__body { display: grid; gap: var(--space-4); }
+.operator-detail__body > section { padding-top: var(--space-4); border-top: 1px solid var(--line); }
+.operator-detail__body > section:first-child { padding-top: 0; border-top: 0; }
+.operator-text { margin: 0; max-height: 180px; padding: var(--space-3); overflow: auto; color: var(--ink-soft); background: var(--surface-soft); border-radius: var(--radius-sm); white-space: pre-wrap; overflow-wrap: anywhere; font: 13px/1.7 Consolas, monospace; }
+.operator-attachment, .operator-document, .operator-field-card, .operator-result-card { padding: var(--space-4); background: var(--surface-soft); border: 1px solid var(--line); border-radius: var(--radius-sm); }
+.operator-attachment + .operator-attachment, .operator-document + .operator-document, .operator-field-card + .operator-field-card { margin-top: var(--space-3); }
+.operator-attachment__header, .operator-document__header, .operator-section-heading { display: flex; justify-content: space-between; align-items: start; gap: var(--space-3); }
+.operator-attachment__header strong, .operator-document__header strong { overflow-wrap: anywhere; }
+.operator-meta { margin: var(--space-2) 0 0; color: var(--muted); font-size: var(--fs-small); line-height: 1.6; }
+.operator-field-grid { display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: var(--space-3); margin-top: var(--space-3); }
+.operator-field-grid .form-field { min-width: 0; }
+.operator-field-label { display: flex; justify-content: space-between; align-items: baseline; gap: var(--space-2); }
+.operator-field-confidence { color: var(--muted); font-size: var(--fs-small); font-weight: 500; text-align: right; white-space: nowrap; }
+.operator-field-grid .form-field__input { width: 100%; }
+.operator-field-grid .form-field__input[readonly] { color: var(--muted); background: var(--surface); }
+.operator-subsection { margin-top: var(--space-3); }
+.operator-subsection h3, .operator-subsection h4 { margin: 0 0 var(--space-2); font-size: var(--fs-body); }
+.operator-kv { margin: 0; display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: var(--space-2); }
+.operator-kv > div { min-width: 0; padding: var(--space-3); background: var(--surface-soft); border-radius: var(--radius-sm); }
+.operator-kv dt { color: var(--muted); font-size: var(--fs-small); }
+.operator-kv dd { margin: 4px 0 0; overflow-wrap: anywhere; line-height: 1.5; }
+.operator-json { margin: 0; max-height: 360px; padding: var(--space-4); overflow: auto; color: #dcefeb; background: #172624; border-radius: var(--radius-md); font: 12px/1.7 Consolas, monospace; white-space: pre-wrap; }
+.operator-form-grid { display: grid; grid-template-columns: repeat(3, minmax(0, 1fr)); gap: var(--space-3); align-items: start; }
+.operator-form-grid--wide { grid-template-columns: repeat(2, minmax(0, 1fr)); }
+.operator-form-grid .form-field, .operator-form-grid .form-field__input { min-width: 0; width: 100%; }
+.operator-form-grid textarea.form-field__input { height: auto; min-height: 72px; resize: none; overflow-y: hidden; line-height: 1.6; padding-top: var(--space-2); padding-bottom: var(--space-2); }
+.operator-checkboxes { display: flex; flex-wrap: wrap; gap: var(--space-3); align-items: center; }
+.operator-checkboxes label { display: inline-flex; gap: var(--space-1); align-items: center; color: var(--ink-soft); }
+.operator-tabs { display: flex; gap: var(--space-1); overflow-x: auto; border-bottom: 1px solid var(--line); }
+.operator-tab { min-height: 48px; padding: 0 var(--space-4); flex: 0 0 auto; border: 0; border-bottom: 2px solid transparent; color: var(--muted); background: transparent; cursor: pointer; }
+.operator-tab:hover, .operator-tab:focus-visible, .operator-tab[aria-selected="true"] { color: var(--brand-dark); border-color: var(--brand); outline: 0; }
+.operator-view[hidden] { display: none; }
+.operator-warning { padding: var(--space-3); color: #885a00; background: #fff5d9; border: 1px solid #ead39a; border-radius: var(--radius-sm); line-height: 1.6; }
+.operator-success { padding: var(--space-3); color: #1f6d3b; background: #eaf5ee; border: 1px solid #b9ddc3; border-radius: var(--radius-sm); line-height: 1.6; }
+.operator-danger { color: #9c2d20; }
+.operator-table-wrap { overflow-x: auto; }
+.operator-table { width: 100%; border-collapse: collapse; font-size: var(--fs-small); }
+.operator-table th, .operator-table td { padding: var(--space-3); text-align: left; vertical-align: top; border-bottom: 1px solid var(--line); }
+.operator-table th { color: var(--muted); font-weight: 650; background: var(--surface-soft); }
+.operator-table td { overflow-wrap: anywhere; }
+.operator-comparison { min-width: 190px; }
+.operator-comparison__values { display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: var(--space-2); }
+.operator-comparison__values div { min-width: 0; padding: var(--space-2); background: var(--surface-soft); border-radius: var(--radius-sm); }
+.operator-comparison__values span, .operator-comparison__values strong { display: block; }
+.operator-comparison__values span { color: var(--muted); font-size: var(--fs-small); }
+.operator-comparison__values strong { margin-top: 3px; overflow-wrap: anywhere; }
+.operator-comparison__expression { margin-top: var(--space-2); font-size: var(--fs-small); line-height: 1.5; font-weight: 650; }
+.operator-comparison--normal .operator-comparison__expression { color: #1f6d3b; }
+.operator-comparison--abnormal .operator-comparison__expression { color: #9c2d20; }
+.operator-comparison--unknown .operator-comparison__expression { color: #885a00; }
+.operator-inline-note { color: var(--muted); font-size: var(--fs-small); line-height: 1.6; }
+.operator-file-result { padding: var(--space-3); display: grid; grid-template-columns: 100px minmax(0, 1fr); gap: var(--space-3); border-top: 1px solid var(--line); }
+.operator-file-result:first-child { border-top: 0; }
+.operator-file-result span { color: var(--muted); }
+.operator-file-result code { overflow-wrap: anywhere; white-space: pre-wrap; }
+.operator-sticky-actions { position: sticky; bottom: var(--space-3); z-index: 2; padding: var(--space-3); display: flex; flex-wrap: wrap; gap: var(--space-2); background: color-mix(in srgb, var(--surface) 92%, transparent); border: 1px solid var(--line); border-radius: var(--radius-md); box-shadow: var(--shadow-menu); backdrop-filter: blur(8px); }
+@media (max-width: 900px) { .operator-columns { grid-template-columns: 1fr; } .operator-page-heading { align-items: start; flex-direction: column; } .operator-page-heading__actions { justify-content: flex-start; } .operator-form-grid { grid-template-columns: repeat(2, minmax(0, 1fr)); } .operator-mail-panel > .panel__header, .operator-mail-detail > .panel__header { min-height: 0; } }
+@media (max-width: 620px) { .operator-field-grid, .operator-kv, .operator-form-grid, .operator-form-grid--wide { grid-template-columns: 1fr; } .operator-list__item, .operator-attachment__header, .operator-document__header, .operator-section-heading { grid-template-columns: 1fr; flex-direction: column; } .operator-mail-status-row { flex-wrap: wrap; } .operator-mail-status-actions { width: 100%; justify-content: flex-end; } .operator-file-result { grid-template-columns: 1fr; gap: var(--space-1); } }
@@ -0,0 +1,45 @@
+<!doctype html>
+<html lang="zh-CN">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>推介材料生成 · 运营工作台</title>
+  <link rel="stylesheet" href="/static/portal/common/base.css">
+  <link rel="stylesheet" href="/static/portal/common/operations.css">
+  <link rel="stylesheet" href="/static/portal/employee-operations/operator-workspace.css?v=20260914">
+</head>
+<body>
+  <main id="main-content" class="page-shell operations-shell operator-shell operator-workspace">
+    <section class="operations-hero operator-hero fade-in">
+      <div class="operations-hero__content"><p class="operations-kicker">产品运营 · 资料编排</p><h1 class="operations-hero__title">推介材料生成</h1><p class="operations-hero__copy">维护结构化产品资料，上传来源附件，生成可审核的演示文稿、宣传长图和可选 PDF。</p><div class="operations-hero__signals"><span>结构化输入</span><span>材料生成</span><span>合规审核</span></div></div>
+      <div class="operations-hero__meta"><strong data-operator-name>运营人员</strong><span data-operator-scope>权限加载中</span></div>
+    </section>
+    <section class="operator-page-heading"><div><p class="operations-kicker" style="color: var(--brand-dark);">PROMOTION MATERIALS</p><h2>把产品事实编排成可审核、可交付的材料</h2></div><div class="operator-page-heading__actions"><button class="button" type="button" data-action="load-task">读取已有任务</button><button class="button button--primary" type="button" data-action="create-task">创建材料任务</button></div></section>
+    <section class="panel panel--flush">
+      <div class="panel__header"><div><h2 class="panel__title">任务基本信息</h2></div><span class="tag" data-task-status>未创建任务</span></div>
+      <div class="panel__body">
+        <div class="operator-form-grid"><label class="form-field"><span class="form-field__label">任务编号</span><input class="form-field__input" data-create-field="taskNo" placeholder="例如 PM-20260913-0001"></label><label class="form-field"><span class="form-field__label">产品名称</span><input class="form-field__input" data-create-field="productName" required></label><label class="form-field"><span class="form-field__label">产品代码</span><input class="form-field__input" data-create-field="productCode"></label><label class="form-field"><span class="form-field__label">材料标题</span><input class="form-field__input" data-create-field="materialTitle" required></label><label class="form-field"><span class="form-field__label">视觉风格</span><select class="form-field__input" data-create-field="styleCode"><option value="balanced_allocation">均衡配置</option><option value="steady_professional">稳健专业</option><option value="growth_research">成长研究</option></select></label></div>
+        <div class="operator-checkboxes"><strong>输出格式</strong><label><input type="checkbox" data-format="pptx" checked> PPTX</label><label><input type="checkbox" data-format="poster"> 宣传长图</label><label><input type="checkbox" data-format="pdf"> PDF</label></div>
+      </div>
+    </section>
+    <section class="panel panel--flush">
+      <div class="panel__header"><div><h2 class="panel__title">产品与管理人资料</h2></div><button class="button table-action" type="button" data-action="save-inputs">保存结构化资料</button></div>
+      <div class="panel__body operator-stack">
+        <div><h3>产品信息</h3><div class="operator-form-grid"><label class="form-field"><span class="form-field__label">基金类型 *</span><select class="form-field__input" data-promo-field="product_info.fund_type" required><option value="">请选择基金类型</option><option value="货币型">货币型</option><option value="债券型">债券型</option><option value="混合型">混合型</option><option value="股票型">股票型</option><option value="期货型">期货型</option></select></label><label class="form-field"><span class="form-field__label">运作方式 *</span><select class="form-field__input" data-promo-field="product_info.operation_mode" required><option value="">请选择运作方式</option><option value="封闭式">封闭式</option><option value="开放式">开放式</option></select></label><label class="form-field"><span class="form-field__label">产品状态</span><select class="form-field__input" data-promo-field="product_info.product_status"><option value="">请选择产品状态</option><option value="募集期">募集期</option><option value="封闭期">封闭期</option><option value="开放期">开放期</option></select></label><label class="form-field"><span class="form-field__label">风险等级</span><select class="form-field__input" data-promo-field="product_info.risk_level" disabled><option value="">请选择</option><option value="R1">R1</option><option value="R2">R2</option><option value="R3">R3</option><option value="R4">R4</option><option value="R5">R5</option></select></label><label class="form-field"><span class="form-field__label">业绩比较基准</span><input class="form-field__input" data-promo-field="product_info.benchmark"></label><label class="form-field"><span class="form-field__label">投资目标 *</span><textarea class="form-field__input" data-promo-field="product_info.investment_objective" rows="2" required></textarea></label></div></div>
+        <div><h3>管理人信息</h3><div class="operator-form-grid"><label class="form-field"><span class="form-field__label">基金经理 *</span><input class="form-field__input" data-promo-field="manager_info.manager_name" required></label><label class="form-field"><span class="form-field__label">管理公司 *</span><input class="form-field__input" data-promo-field="manager_info.management_company" required></label><label class="form-field"><span class="form-field__label">登记编码 *</span><input class="form-field__input" data-promo-field="manager_info.registration_code" required></label><label class="form-field"><span class="form-field__label">从业年限</span><input class="form-field__input" data-promo-field="manager_info.employment_years"></label><label class="form-field"><span class="form-field__label">投资管理经验</span><textarea class="form-field__input" data-promo-field="manager_info.investment_management_experience" rows="2"></textarea></label><label class="form-field"><span class="form-field__label">经理简介</span><textarea class="form-field__input" data-promo-field="manager_info.profile" rows="4"></textarea></label></div></div>
+        <div><h3>团队与策略</h3><div class="operator-form-grid operator-form-grid--wide"><label class="form-field"><span class="form-field__label">团队描述 *</span><textarea class="form-field__input" data-promo-field="team_info.team_description" rows="3" required></textarea></label><label class="form-field"><span class="form-field__label">研究能力</span><textarea class="form-field__input" data-promo-field="team_info.research_capability" rows="3"></textarea></label><label class="form-field"><span class="form-field__label">投资范围 *</span><textarea class="form-field__input" data-promo-field="strategy_info.investment_scope" rows="3" required></textarea></label><label class="form-field"><span class="form-field__label">策略说明 *</span><textarea class="form-field__input" data-promo-field="strategy_info.strategy" rows="3" required></textarea></label><label class="form-field"><span class="form-field__label">投资限制 *</span><textarea class="form-field__input" data-promo-field="strategy_info.restrictions" rows="3" required></textarea></label><label class="form-field"><span class="form-field__label">指数工具属性</span><textarea class="form-field__input" data-promo-field="strategy_info.index_tool_attribute" rows="3"></textarea></label></div></div>
+        <div><h3>费用、业绩与风险</h3><div class="operator-form-grid"><label class="form-field"><span class="form-field__label">申购费</span><input class="form-field__input" data-promo-field="fee_structure.subscription_fee"></label><label class="form-field"><span class="form-field__label">认购费</span><input class="form-field__input" data-promo-field="fee_structure.purchase_fee"></label><label class="form-field"><span class="form-field__label">赎回费</span><input class="form-field__input" data-promo-field="fee_structure.redemption_fee"></label><label class="form-field"><span class="form-field__label">销售服务费</span><input class="form-field__input" data-promo-field="fee_structure.sales_service_fee"></label><label class="form-field"><span class="form-field__label">管理费</span><input class="form-field__input" data-promo-field="fee_structure.management_fee"></label><label class="form-field"><span class="form-field__label">托管费</span><input class="form-field__input" data-promo-field="fee_structure.custody_fee"></label><label class="form-field"><span class="form-field__label">客户维护费</span><input class="form-field__input" data-promo-field="fee_structure.client_maintenance_fee"></label><label class="form-field"><span class="form-field__label">数据截止日期</span><input class="form-field__input" type="date" data-promo-field="performance_info.as_of_date"></label><label class="form-field"><span class="form-field__label">历史月份</span><input class="form-field__input" type="number" min="0" max="600" data-promo-field="performance_info.history_months"></label><label class="form-field"><span class="form-field__label">产品收益</span><input class="form-field__input" data-promo-field="performance_info.product_return"></label><label class="form-field"><span class="form-field__label">最大回撤</span><input class="form-field__input" data-promo-field="performance_info.max_drawdown"></label><label class="form-field"><span class="form-field__label">波动率</span><input class="form-field__input" data-promo-field="performance_info.volatility"></label><label class="form-field"><span class="form-field__label">夏普比率</span><input class="form-field__input" data-promo-field="performance_info.sharpe_ratio"></label><label class="form-field"><span class="form-field__label">特殊风险（每行一项）</span><textarea class="form-field__input" data-promo-field="risk_disclosure.special_risks" rows="2"></textarea></label><label class="form-field"><span class="form-field__label">补充说明</span><textarea class="form-field__input" data-promo-field="risk_disclosure.additional_notes" rows="2"></textarea></label></div><div class="operator-checkboxes"><label><input type="checkbox" data-promo-field="performance_info.show_product_performance"> 展示产品业绩</label><label><input type="checkbox" data-promo-field="performance_info.show_manager_performance"> 展示经理业绩</label><label><input type="checkbox" data-promo-field="performance_info.ranking.enabled"> 展示排名</label></div></div>
+      </div>
+    </section>
+    <section class="panel panel--flush">
+      <div class="panel__header"><div><h2 class="panel__title">业务附件</h2></div><button class="button table-action" type="button" data-action="upload">上传已选文件</button></div>
+      <div class="panel__body operator-form-grid"><label class="form-field"><span class="form-field__label">基金经理照片</span><input class="form-field__input" type="file" accept=".jpg,.jpeg,.png,.webp" data-file="manager_photo"></label><label class="form-field"><span class="form-field__label">业绩数据文件</span><input class="form-field__input" type="file" accept=".csv,.xlsx,.xlsm" data-file="performance_data"></label><label class="form-field"><span class="form-field__label">资料来源附件</span><input class="form-field__input" type="file" accept=".pdf,.docx,.xlsx,.csv" data-file="source_evidence"></label><label class="form-field"><span class="form-field__label">固定模板文件</span><input class="form-field__input" type="file" accept=".pptx" data-file="template_file"></label></div>
+    </section>
+    <section class="panel panel--flush">
+      <div class="panel__header"><div><h2 class="panel__title">生成、合规、审核与交付</h2></div><div class="operator-actions"><button class="button button--primary" type="button" data-action="generate">生成材料</button><button class="button" type="button" data-action="checks">读取合规结果</button></div></div>
+      <div class="panel__body" data-promotion-result></div>
+    </section>
+  </main>
+  <script type="module" src="/static/portal/employee-operations/promotion/promotion.js?v=20260914"></script>
+</body>
+</html>
@@ -0,0 +1,241 @@
+import { apiClient } from '/static/portal/common/api-client.js?v=20260913';
+import { getAuthContext, requireOperator } from '/static/portal/common/auth.js';
+import { escapeHtml } from '/static/portal/common/formatters.js';
+import { mountShell } from '/static/portal/common/layout/app-shell.js';
+import { showToast } from '/static/portal/common/notifications.js';
+
+const ATTACHMENT_LABELS = { manager_photo: '基金经理照片', performance_data: '业绩数据文件', source_evidence: '资料来源附件', template_file: '固定模板文件' };
+const FUND_RISK_LEVELS = {
+  货币型: 'R1',
+  债券型: 'R2',
+  混合型: 'R3',
+  股票型: 'R4',
+  期货型: 'R5',
+};
+const MANAGER_PROFILE_DEFAULT = '拥有多年证券与衍生品投资研究经验，曾先后任职于国内头部期货公司资产管理部、公募基金量化与衍生品投资部，历任研究员、投资经理、基金经理。对商品期货、股指期货、国债期货及多资产组合管理有深入实战积累，擅长在严格风险预算下运用衍生品工具进行方向性配置与对冲。';
+const DEFAULT_PROMOTION_INPUTS = {
+  product_info: {
+    fund_type: '混合型',
+    operation_mode: '开放式',
+    product_status: '募集期',
+    investment_objective: '通过专业资产配置与基本面研究，追求长期稳健的资产增值。',
+    benchmark: '',
+    risk_level: '',
+  },
+  manager_info: {
+    manager_name: '待补充基金经理',
+    management_company: '南方基金管理有限公司',
+    registration_code: 'PT0100000002',
+    employment_years: '',
+    investment_management_experience: '',
+    profile: MANAGER_PROFILE_DEFAULT,
+  },
+  team_info: {
+    team_description: '由投资、研究和风险管理人员组成完整投研团队，执行独立决策、协同研究和持续风险管理。',
+    research_capability: '覆盖宏观、行业、个券和风险管理等研究维度。',
+  },
+  strategy_info: {
+    investment_scope: '股票、债券、货币市场工具及法律法规允许的其他资产。',
+    strategy: '通过大类资产配置、基本面研究和风险预算动态调整组合。',
+    restrictions: '遵守法律法规、基金合同及监管限制。',
+    index_tool_attribute: '支持指数增强与风险预算分析。',
+  },
+  fee_structure: {
+    subscription_fee: '0.5%',
+    purchase_fee: '0.5%',
+    redemption_fee: '1.5%',
+    sales_service_fee: '1%',
+    management_fee: '1%',
+    custody_fee: '0.5%',
+    client_maintenance_fee: '不适用',
+  },
+  performance_info: {
+    as_of_date: '',
+    history_months: 24,
+    product_return: '',
+    max_drawdown: '-3.6%',
+    volatility: '12%',
+    sharpe_ratio: '0.8',
+    show_product_performance: false,
+    show_manager_performance: false,
+    ranking: { enabled: false },
+  },
+  risk_disclosure: { special_risks: ['本基金可能面临市场风险、利率风险、汇率风险、政策风险、流动性风险及衍生品杠杆风险等，不保证本金安全，不保证最低收益，可能因市场波动而遭受本金损失。'], additional_notes: '' },
+};
+
+if (requireOperator()) {
+  mountShell({ active: 'operator-promotion', mode: 'operator' });
+  const context = getAuthContext();
+  const state = { taskNo: '', task: null, generated: null, checks: [], files: {}, reviewDecision: 'approved', reviewComment: '', advisorIds: '' };
+  const result = document.querySelector('[data-promotion-result]');
+  document.querySelector('[data-operator-name]').textContent = context?.username || '运营人员';
+  document.querySelector('[data-operator-scope]').textContent = `数据范围：${context?.dataScope || 'assigned'}`;
+
+  function field(name) { return document.querySelector(`[data-promo-field="${name}"]`); }
+  function createField(name) { return document.querySelector(`[data-create-field="${name}"]`); }
+  function selectedFormats() { return [...document.querySelectorAll('[data-format]:checked')].map((item) => item.dataset.format); }
+  function text(name) { return String(field(name)?.value || '').trim(); }
+  function nullable(name) { return text(name) || null; }
+  function setFieldValue(name, value) {
+    const target = field(name);
+    if (!target || target.value || value === undefined || value === null || value === '') return;
+    target.value = String(value);
+  }
+  function applyDefaultInputs() {
+    Object.entries(DEFAULT_PROMOTION_INPUTS).forEach(([group, values]) => {
+      Object.entries(values).forEach(([key, value]) => {
+        if (key === 'ranking') {
+          if (value?.enabled) field(`${group}.ranking.enabled`).checked = true;
+          return;
+        }
+        if (Array.isArray(value)) {
+          setFieldValue(`${group}.${key}`, value.join('\n'));
+          return;
+        }
+        setFieldValue(`${group}.${key}`, value);
+      });
+    });
+    syncRiskLevel();
+  }
+  function syncRiskLevel() {
+    const fundType = text('product_info.fund_type');
+    const riskLevel = field('product_info.risk_level');
+    if (riskLevel) riskLevel.value = FUND_RISK_LEVELS[fundType] || '';
+  }
+  function syncTaskDefaults() {
+    const productName = createField('productName');
+    const materialTitle = createField('materialTitle');
+    if (productName && !productName.value) productName.value = '南方稳健配置产品';
+    if (materialTitle && !materialTitle.value && productName?.value) {
+      materialTitle.value = `${productName.value}推介材料`;
+    }
+  }
+  function inputsPayload() {
+    return {
+      product_info: { fund_type: text('product_info.fund_type'), operation_mode: text('product_info.operation_mode'), product_status: text('product_info.product_status') || '募集期', investment_objective: text('product_info.investment_objective'), benchmark: nullable('product_info.benchmark'), risk_level: nullable('product_info.risk_level') },
+      manager_info: { manager_name: text('manager_info.manager_name'), management_company: text('manager_info.management_company'), registration_code: text('manager_info.registration_code'), employment_years: nullable('manager_info.employment_years'), investment_management_experience: nullable('manager_info.investment_management_experience'), profile: nullable('manager_info.profile') },
+      team_info: { team_description: text('team_info.team_description'), research_capability: nullable('team_info.research_capability') },
+      strategy_info: { investment_scope: text('strategy_info.investment_scope'), strategy: text('strategy_info.strategy'), restrictions: text('strategy_info.restrictions'), index_tool_attribute: nullable('strategy_info.index_tool_attribute') },
+      fee_structure: { subscription_fee: nullable('fee_structure.subscription_fee'), purchase_fee: nullable('fee_structure.purchase_fee'), redemption_fee: nullable('fee_structure.redemption_fee'), sales_service_fee: nullable('fee_structure.sales_service_fee'), management_fee: nullable('fee_structure.management_fee'), custody_fee: nullable('fee_structure.custody_fee'), client_maintenance_fee: nullable('fee_structure.client_maintenance_fee') },
+      performance_info: { as_of_date: nullable('performance_info.as_of_date'), history_months: Number(field('performance_info.history_months')?.value || 0) || null, product_return: nullable('performance_info.product_return'), max_drawdown: nullable('performance_info.max_drawdown'), volatility: nullable('performance_info.volatility'), sharpe_ratio: nullable('performance_info.sharpe_ratio'), show_product_performance: Boolean(field('performance_info.show_product_performance')?.checked), show_manager_performance: Boolean(field('performance_info.show_manager_performance')?.checked), ranking: { enabled: Boolean(field('performance_info.ranking.enabled')?.checked) } },
+      risk_disclosure: { special_risks: text('risk_disclosure.special_risks').split('\n').map((item) => item.trim()).filter(Boolean), additional_notes: nullable('risk_disclosure.additional_notes') },
+      source_notes: {},
+    };
+  }
+  function taskPayload() {
+    return { product_name: String(createField('productName')?.value || '').trim(), product_code: String(createField('productCode')?.value || '').trim() || null, material_title: String(createField('materialTitle')?.value || '').trim(), style_code: createField('styleCode')?.value || 'balanced_allocation', output_formats: selectedFormats() };
+  }
+  function setTaskStatus(status) { document.querySelector('[data-task-status]').textContent = state.taskNo ? `${state.taskNo} · ${status || '已连接'}` : '未创建任务'; }
+  function resultFile(label, path) { return `<div class="operator-file-result"><span>${label}</span><code>${escapeHtml(path || '未生成')}</code></div>`; }
+  function renderResult() {
+    const generated = state.generated;
+    const findings = state.checks || [];
+    result.innerHTML = `${generated ? `<div class="operator-success"><strong>材料生成结果已返回</strong></div><div>${resultFile('PPTX', generated.pptx_path)}${resultFile('宣传长图', generated.poster_path)}${resultFile('PDF', generated.pdf_path)}${(generated.chart_paths || []).map((item, index) => resultFile(`图表 ${index + 1}`, item)).join('')}</div><div class="operator-form-grid"><label class="form-field"><span class="form-field__label">审核决定</span><select class="form-field__input" data-review-decision><option value="approved">审核通过</option><option value="revision_requested">要求修改</option><option value="rejected">审核驳回</option></select></label><label class="form-field"><span class="form-field__label">审核意见</span><textarea class="form-field__input" rows="2" data-review-comment>${escapeHtml(state.reviewComment)}</textarea></label><div class="operator-actions"><button class="button button--primary" type="button" data-action="review">提交审核</button></div></div>${state.reviewDecision === 'approved' ? `<div class="operator-form-grid"><label class="form-field"><span class="form-field__label">投顾编号（逗号分隔）</span><input class="form-field__input" data-advisor-ids value="${escapeHtml(state.advisorIds)}" placeholder="例如 42,43"></label><div class="operator-actions"><button class="button button--primary" type="button" data-action="deliver">交付给投顾</button></div></div>` : ''}` : ''}<section class="operator-subsection"><div class="operator-section-heading"><h3>合规检查结果</h3><span class="operator-inline-note">${findings.length} 条</span></div>${findings.length ? findings.map((item) => `<div class="${item.severity === 'block' ? 'operator-warning' : 'operator-success'}"><strong>${escapeHtml(item.rule_name || item.rule_code || '合规规则')}</strong><br>${escapeHtml(item.suggestion || item.hit_text || '已返回检查结果')} · ${escapeHtml(item.severity || '--')}</div>`).join('') : ''}</section>`;
+    const reviewDecision = result.querySelector('[data-review-decision]');
+    if (reviewDecision) reviewDecision.value = state.reviewDecision;
+    autosizeTextareas(result);
+  }
+  function autosizeTextarea(target) {
+    target.style.height = 'auto';
+    target.style.height = `${Math.max(target.scrollHeight, 72)}px`;
+  }
+  function autosizeTextareas(root = document) {
+    root.querySelectorAll('textarea').forEach(autosizeTextarea);
+  }
+  function validateAttachment(type, file) {
+    const extensions = {
+      manager_photo: ['.jpg', '.jpeg', '.png', '.webp'],
+      performance_data: ['.csv', '.xlsx', '.xlsm'],
+      source_evidence: ['.pdf', '.docx', '.xlsx', '.csv'],
+      template_file: ['.pptx'],
+    };
+    const filename = String(file.name || '').toLowerCase();
+    const extension = filename.includes('.') ? filename.slice(filename.lastIndexOf('.')) : '';
+    if (!extensions[type]?.includes(extension)) {
+      throw new Error(`${ATTACHMENT_LABELS[type]}仅支持：${extensions[type].join('、')}`);
+    }
+    const maxSize = type === 'manager_photo' ? 10 * 1024 * 1024 : type === 'performance_data' ? 20 * 1024 * 1024 : type === 'source_evidence' ? 30 * 1024 * 1024 : 50 * 1024 * 1024;
+    if (file.size > maxSize) throw new Error(`${ATTACHMENT_LABELS[type]}不能超过 ${Math.round(maxSize / 1024 / 1024)} MB`);
+  }
+  async function run(action) {
+    try {
+      if (action === 'create-task') {
+        const formats = selectedFormats();
+        if (!formats.length) throw new Error('至少选择一种输出格式');
+        const response = await apiClient.post('PROMOTION_CREATE', taskPayload());
+        state.taskNo = response.data.task_no; state.task = response.data; setTaskStatus(response.data.status); showToast(`材料任务已创建：${state.taskNo}`); return;
+      }
+      if (action === 'load-task') {
+        state.taskNo = String(createField('taskNo')?.value || '').trim();
+        if (!state.taskNo) throw new Error('请输入任务编号');
+        const response = await apiClient.get('PROMOTION_TASK', { pathParams: { taskNo: state.taskNo } });
+        state.task = response.data; const version = response.data.material_version;
+        state.generated = version ? { material_version_id: version.id, status: version.status, pptx_path: version.pptx_path, pdf_path: version.pdf_path, poster_path: version.poster_path, chart_paths: version.chart_paths || [] } : null;
+        setTaskStatus(response.data.status); renderResult(); showToast('材料任务已恢复'); return;
+      }
+      if (!state.taskNo) throw new Error('请先创建或读取材料任务');
+      if (action === 'save-inputs') { await apiClient.post('PROMOTION_INPUTS', inputsPayload(), { pathParams: { taskNo: state.taskNo } }); setTaskStatus('input_ready'); showToast('结构化资料已保存'); return; }
+      if (action === 'upload') {
+        const selected = Object.entries(state.files).filter(([, file]) => file);
+        if (!selected.length) throw new Error('请先选择要上传的附件');
+        const uploaded = [];
+        const failed = [];
+        for (const [type, file] of selected) {
+          try {
+            validateAttachment(type, file);
+            const form = new FormData();
+            form.append('file', file, file.name);
+            await apiClient.upload('PROMOTION_ATTACHMENT', form, {
+              pathParams: { taskNo: state.taskNo },
+              query: { attachment_type: type },
+              idempotencyKey: `${state.taskNo}-${type}-${file.name}-${file.size}`,
+            });
+            uploaded.push(ATTACHMENT_LABELS[type]);
+          } catch (error) {
+            failed.push(`${ATTACHMENT_LABELS[type]}上传失败：${error.message}`);
+          }
+        }
+        if (failed.length) throw new Error(`${uploaded.length ? `已上传 ${uploaded.join('、')}；` : ''}${failed.join('；')}`);
+        showToast(`已上传 ${uploaded.join('、')}`);
+        return;
+      }
+      if (action === 'generate') {
+        try {
+          const response = await apiClient.post('PROMOTION_GENERATE', { output_formats: selectedFormats() }, { pathParams: { taskNo: state.taskNo } });
+          state.generated = response.data; state.checks = response.data.findings || state.checks; setTaskStatus(response.data.status); renderResult(); showToast('材料生成结果已返回');
+        } catch (error) {
+          const findings = error.payload?.data?.findings;
+          if (Array.isArray(findings) && findings.length) { state.checks = findings; renderResult(); }
+          throw error;
+        }
+        return;
+      }
+      if (action === 'checks') { const response = await apiClient.get('PROMOTION_CHECKS', { pathParams: { taskNo: state.taskNo } }); state.checks = response.data.findings || []; renderResult(); showToast(`已读取 ${state.checks.length} 条合规结果`); return; }
+      if (action === 'review') { const version = state.generated?.material_version_id; if (!version) throw new Error('未找到材料版本号'); const response = await apiClient.post('PROMOTION_REVIEW', { material_version_id: Number(version), decision: state.reviewDecision, comment: state.reviewComment || null }, { pathParams: { taskNo: state.taskNo } }); state.task = response.data; setTaskStatus(response.data.status); renderResult(); showToast('审核结果已提交'); return; }
+      if (action === 'deliver') { const version = state.generated?.material_version_id; const advisorIds = state.advisorIds.split(',').map((item) => Number(item.trim())).filter((item) => Number.isInteger(item) && item > 0); if (!version || !advisorIds.length) throw new Error('请填写至少一个有效投顾编号'); const response = await apiClient.post('PROMOTION_DELIVERY', { material_version_id: Number(version), advisor_ids: advisorIds, delivery_channel: 'internal_record' }, { pathParams: { taskNo: state.taskNo } }); state.task = response.data; setTaskStatus(response.data.status); showToast('材料已提交投顾交付'); }
+    } catch (error) { apiClient.reportError(error); showToast(error.message || '操作失败', 'error'); }
+  }
+  document.querySelector('[data-action="create-task"]').addEventListener('click', () => run('create-task'));
+  document.querySelector('[data-action="load-task"]').addEventListener('click', () => run('load-task'));
+  document.querySelector('[data-create-field="productName"]').addEventListener('input', () => {
+    const productName = createField('productName');
+    const materialTitle = createField('materialTitle');
+    if (materialTitle && !materialTitle.dataset.userEdited) {
+      materialTitle.value = productName.value ? `${productName.value}推介材料` : '';
+    }
+  });
+  document.querySelector('[data-create-field="materialTitle"]').addEventListener('input', (event) => {
+    event.target.dataset.userEdited = 'true';
+  });
+  field('product_info.fund_type').addEventListener('change', syncRiskLevel);
+  document.querySelectorAll('[data-file]').forEach((input) => input.addEventListener('change', () => { state.files[input.dataset.file] = input.files[0] || null; }));
+  document.querySelector('[data-promotion-result]').addEventListener('click', (event) => { const action = event.target.closest('[data-action]')?.dataset.action; if (action) run(action); });
+  document.querySelector('main').addEventListener('click', (event) => { const action = event.target.closest('[data-action]')?.dataset.action; if (action && ['save-inputs', 'upload', 'generate', 'checks'].includes(action)) run(action); });
+  document.querySelector('[data-promotion-result]').addEventListener('input', (event) => { if (event.target.matches('[data-review-comment]')) state.reviewComment = event.target.value; if (event.target.matches('[data-advisor-ids]')) state.advisorIds = event.target.value; });
+  document.querySelector('[data-promotion-result]').addEventListener('change', (event) => { if (event.target.matches('[data-review-decision]')) { state.reviewDecision = event.target.value; renderResult(); } });
+  applyDefaultInputs();
+  syncTaskDefaults();
+  document.querySelectorAll('textarea').forEach((textarea) => textarea.addEventListener('input', () => autosizeTextarea(textarea)));
+  autosizeTextareas();
+  renderResult();
+}