lzf_0626
5b97475950
## 现象
"单据核对与运营动作"里的单据信息全是 `--`：
```
20260914-001-A01
subscription · -- · --
申请日期 -- 申购金额 / 赎回份额 -- / --
机构 -- 基金代码 --
```
而 OCR 识别字段里这些值都**有**（基金代码 15911 / 申请日期 2026-09-11 /
申购金额 5000.00 / 机构 星澜财富服务中心）。所以不是"没保存"，是**渲染时取错了数据源**。
## 根因：同一个单据，两个接口给的不是同一份字段
| 接口 | `attachments[].documents[]` 的字段 |
|---|---|
| `GET /mails/{id}`（`_mail_detail`） | **只有摘要 4 个键**：`task_id` / `document_type` / `status` / `operator_decision` |
| `GET /mails/{id}/recognition-fields`（`_recognition_payload`） | **全部标准化字段**：`fund_code` / `fund_name` / `application_no` / `application_date` / `agency` / `subscription_amount_yuan` … |
`renderDocuments()` 渲染单据 kv 用的是 `state.documents`，而 `loadMail()` 只从
**邮件详情**那一份构建它 ⇒ 标准化字段根本不在对象里，只能显示 `--`。
前端其实**已经有** `syncDocumentsFromRecognition()` 想做这件事，但 `loadMail()` 里
是「先 `syncDocumentsFromRecognition(...)`、紧接着又用邮件详情重建 `state.documents`」
—— 合并结果被后一行覆盖掉了（这也是保存识别字段后那次同步没生效的原因）。
## 修法
1. `loadMail()`：构建完 `state.documents`（邮件侧摘要）之后**再调用一次**
`syncDocumentsFromRecognition(state.recognition)`，把识别侧的标准字段合并进来；
2. `syncDocumentsFromRecognition()` 由"整段替换"改为**逐条按 `task_id` 合并**：
- 两侧都有 → 识别侧字段优先，摘要里独有的键（`status` / `operator_decision`）保留；
- 只有摘要侧 → 原样保留（不因为识别接口没提到就丢单据）；
- 只有识别侧 → 也补进来（例如刚生成、摘要还没刷新）；
- 识别接口无 attachments（请求失败等）→ 早退，**不清空**已有单据。
## 验证
`node --check offsite.js` 通过；并用 Node **从源文件抽出该函数**（不另抄一份逻辑）灌入
线上两个接口的真实载荷形态，6+4+3+1 项断言全部通过：
- 摘要 + 识别侧全字段 → `fund_code=15911` / `application_date=2026-09-11` /
`agency=星澜财富服务中心` / `subscription_amount_yuan=5000.0000`，且
`status=planned`、`operator_decision=未处理` 未被覆盖，`attachment_id` 已补上；
- 识别接口返回空 → 邮件侧摘要仍在；
- 邮件侧独有单据保留、识别侧独有单据出现。
前端相关测试：`tests/unit/api/test_portal_frontend.py` → 45 passed, 1 failed
（仍是组员在改的投顾页，与本次无关）；`pytest tests/unit/api -k "offsite or operations"`
→ 1 passed。
## 说明：为什么没改后端
也可以让 `_mail_detail` 直接带上标准化字段，但那会改动已被文档化的接口载荷形状；
而前端本来就有合并函数、意图明确（`save-ocr` 路径早就在调用它），
因此按"恢复原有意图 + 按 task_id 正确合并"来修，零接口契约风险。
673 lines
42 KiB
JavaScript
673 lines
42 KiB
JavaScript
import { apiClient } from '/static/portal/common/api-client.js?v=20260921';
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import { getAuthContext, requireOperator } from '/static/portal/common/auth.js';
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import { escapeHtml, formatDateTime } from '/static/portal/common/formatters.js';
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import { mountShell } from '/static/portal/common/layout/app-shell.js';
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import { showToast } from '/static/portal/common/notifications.js';
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import { renderEmpty, renderError, renderLoading } from '/static/portal/common/state-view.js';
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const PREVIEW_TYPES = new Set(['application/pdf', 'image/png', 'image/jpeg', 'image/jpg', 'image/pjpeg', 'image/gif', 'image/webp', 'image/bmp', 'image/avif']);
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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']];
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const NOTIFICATION_LABELS = Object.fromEntries(NOTIFICATION_TYPES);
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const MAIL_STATUS_FILTERS = [
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['exception', '有异常'],
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['processed', '已处理'],
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['processing', '处理中'],
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['inbox', '已入库'],
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['replied', '已回执'],
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['all', '全部邮件'],
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];
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if (requireOperator()) {
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mountShell({ active: 'operator-offsite', mode: 'operator' });
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const context = getAuthContext();
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const operatorId = String(context?.userId || context?.username || '');
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const pageParams = new URLSearchParams(location.search);
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const state = {
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page: Number(pageParams.get('page')) > 0 ? Number(pageParams.get('page')) : 1, pageSize: 10, total: 0, mails: [], mailbox: null, activeMailStatus: 'all',
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mailDetails: {},
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selectedMailId: '', mail: null, recognition: null, documents: [], nl2sql: {}, rules: {},
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ocrDrafts: {}, nlDrafts: {}, notice: null, noticeTaskId: '', noticeDraft: '', stats: null,
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statsForm: { fundCode: '', applicationDate: '' },
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recalculatingTasks: new Set(),
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requestedMailId: pageParams.get('mail_id') || '',
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};
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const root = document.querySelector('main');
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const targets = {
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metrics: document.querySelector('[data-offsite-metrics]'),
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statusTabs: document.querySelector('[data-mail-status-tabs]'),
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list: document.querySelector('[data-mail-list]'),
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pagination: document.querySelector('[data-mail-pagination]'),
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detail: document.querySelector('[data-mail-detail]'),
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documents: document.querySelector('[data-document-list]'),
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noticePanel: document.querySelector('[data-notification-panel]'),
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notice: document.querySelector('[data-notification]'),
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statistics: document.querySelector('[data-statistics]'),
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};
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document.querySelector('[data-operator-name]').textContent = context?.username || '运营人员';
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document.querySelector('[data-operator-scope]').textContent = `数据范围：${context?.dataScope || 'assigned'}`;
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function value(item, fallback = '--') {
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if (item === null || item === undefined || item === '') return fallback;
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if (Array.isArray(item)) return item.length ? item.join('、') : fallback;
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if (typeof item === 'object') return JSON.stringify(item);
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return String(item);
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}
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function tag(text, tone = '') {
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return `<span class="tag ${tone ? `status-tag--${tone}` : 'tag--neutral'}">${escapeHtml(text || '--')}</span>`;
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}
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function actionButton(label, action, tone = '', disabled = false) {
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return `<button class="button table-action${tone ? ` button--${tone}` : ''}" type="button" data-action="${escapeHtml(action)}"${disabled ? ' disabled' : ''}>${escapeHtml(label)}</button>`;
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}
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function fieldStatusLabel(status) {
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return {
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success: '成功',
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query_failed: '失败',
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not_queried: '未查询',
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pending: '待查询',
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corrected: '人工修正',
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}[String(status || '').toLowerCase()] || '未查询';
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}
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function documentStatusLabel(status) {
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return {
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operator_confirmed: '已处理',
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recognition_exception: '识别异常',
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recognition_review: '待复核',
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recognition_retrying: '识别重试中',
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query_failed: '查询失败',
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planned: '已入库',
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recognized: '已入库',
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received: '已入库',
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normal_return_sent: '已回执',
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completed: '已完成',
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deleted: '已删除',
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processing: '处理中',
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}[String(status || '').toLowerCase()] || status || '已读取';
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}
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function documentNotificationType(document) {
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if (document?.operator_decision === '确认正常') return 'normal_return';
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if (document?.operator_decision === '确认异常') return 'exception_return';
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return '';
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}
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function mailDocuments(mail) {
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return (mail?.attachments || []).flatMap((attachment) => attachment.documents || []);
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}
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function mailDisplayStatus(mail) {
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const internalStatus = String(mail?.status || '');
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const documents = mailDocuments(state.mailDetails[mail?.mail_id]);
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const decisions = documents.map((item) => item.operator_decision).filter(Boolean);
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if (internalStatus === 'processing') {
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if (decisions.includes('确认异常')) return { key: 'exception', label: '有异常', tone: 'high' };
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if (decisions.length && decisions.every((decision) => decision === '确认正常')) {
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return { key: 'processed', label: '已处理', tone: 'low' };
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}
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return { key: 'processing', label: '处理中', tone: 'medium' };
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}
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if (internalStatus === 'recognized' || internalStatus === 'received') {
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return { key: 'inbox', label: '已入库', tone: 'active' };
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}
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if (internalStatus === 'normal_return_sent' || internalStatus === 'completed') {
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return { key: 'replied', label: '已回执', tone: 'low' };
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}
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if (internalStatus === 'deleted') return { key: 'deleted', label: '已删除', tone: 'neutral' };
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return { key: 'processing', label: '处理中', tone: 'medium' };
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}
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function documentDisplayStatus(document) {
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if (document.operator_decision === '确认异常') return { label: '有异常', tone: 'high' };
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if (document.operator_decision === '确认正常') return { label: '已处理', tone: 'low' };
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if (document.status === 'recognized' || document.status === 'planned') {
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return { label: '已入库', tone: 'active' };
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}
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return { label: '处理中', tone: 'medium' };
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}
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function ruleComparison(row) {
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const calculation = row?.calculation || {};
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if (calculation.实际值 !== undefined && calculation.规则值 !== undefined) {
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return {
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actual: calculation.实际值,
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rule: calculation.规则值,
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expression: calculation.比较,
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};
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}
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if (row?.rule_code === 'subscription_minimum_amount') {
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return {
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actual: row.document_value?.申购金额元,
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rule: '> 1 元',
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expression: row.document_value?.申购金额元 === undefined
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? ''
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: `${row.document_value.申购金额元} > 1 元`,
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};
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}
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if (calculation.申购后持有比例 !== undefined) {
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const actual = `${Number(calculation.申购后持有比例) * 100}%`;
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return { actual, rule: '≤ 20%', expression: `${actual} ≤ 20%` };
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}
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if (calculation.本次申购份额 !== undefined && calculation.份额上限 !== undefined) {
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return {
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actual: calculation.本次申购份额,
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rule: calculation.份额上限,
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expression: `${calculation.本次申购份额} ≤ ${calculation.份额上限}`,
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};
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}
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if (calculation.赎回比例 !== undefined) {
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const actual = `${Number(calculation.赎回比例) * 100}%`;
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return { actual, rule: '≤ 20%', expression: `${actual} ≤ 20%` };
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}
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if (row?.rule_code === 'redemption_available_quantity') {
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return {
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actual: row.document_value?.赎回份额,
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rule: row.database_value?.当前最新可用份额,
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expression: row.document_value?.赎回份额 === undefined
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|| row.database_value?.当前最新可用份额 === undefined
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? ''
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: `${row.document_value.赎回份额} ≤ ${row.database_value.当前最新可用份额}`,
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};
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}
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return { actual: '', rule: '', expression: '' };
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}
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function numericValue(value) {
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if (value === null || value === undefined || value === '') return null;
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const normalized = Number(String(value).replace(/,/g, '').replace(/%$/, ''));
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return Number.isFinite(normalized) ? normalized : null;
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}
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function formatFixed(value, digits = 2) {
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const number = numericValue(value);
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if (number === null) return value === undefined || value === null || value === '' ? '--' : String(value);
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return number.toLocaleString('zh-CN', { minimumFractionDigits: digits, maximumFractionDigits: digits });
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}
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function formatAmount(value) {
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return formatFixed(value, 2);
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}
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function formatNav(value) {
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return formatFixed(value, 4);
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}
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function isNumericDisplayField(name) {
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return /金额|份额|总份额|持有份额|可用份额|subscription_amount_yuan|redemption_amount_yuan|redemption_shares/.test(String(name || ''));
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}
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function formatFieldValue(name, value) {
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if (/净值|nav/i.test(String(name || ''))) return formatNav(value);
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if (isNumericDisplayField(name)) return formatAmount(value);
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return value === undefined || value === null ? '' : String(value);
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}
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function formatExpression(value) {
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return String(value || '').replace(/-?\d+(?:\.\d+)?(?:e[+-]?\d+)?%?/gi, (match) => {
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const isPercent = match.endsWith('%');
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const number = numericValue(match);
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if (number === null) return match;
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return `${number.toLocaleString('zh-CN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}${isPercent ? '%' : ''}`;
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});
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}
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function renderDocumentValue(row) {
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const documentValue = row?.document_value || {};
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const subscriptionAmount = documentValue.申购金额 ?? documentValue.申购金额元 ?? documentValue.subscription_amount_yuan;
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if (subscriptionAmount !== undefined && subscriptionAmount !== null && subscriptionAmount !== '') {
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return `申购金额：${formatAmount(subscriptionAmount)}`;
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}
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const redemptionAmount = documentValue.赎回金额 ?? documentValue.赎回金额元 ?? documentValue.redemption_amount_yuan ?? documentValue.赎回份额;
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if (redemptionAmount !== undefined && redemptionAmount !== null && redemptionAmount !== '') {
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return `赎回金额：${formatAmount(redemptionAmount)}`;
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}
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return '--';
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}
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function renderRuleComparison(row) {
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const comparison = ruleComparison(row);
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if (!comparison.actual && !comparison.rule) {
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return '<span class="operator-inline-note">暂无可对比数据</span>';
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}
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const conclusion = row.result === '正常' ? '满足规则' : row.result === '异常' ? '不满足规则' : '无法判断';
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const tone = row.result === '正常' ? 'operator-comparison--normal' : row.result === '异常' ? 'operator-comparison--abnormal' : 'operator-comparison--unknown';
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return `<div class="operator-comparison ${tone}">
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<div class="operator-comparison__expression">${escapeHtml(comparison.expression ? `${formatExpression(comparison.expression)} · ${conclusion}` : conclusion)}</div>
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</div>`;
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}
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function renderStatusTabs() {
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targets.statusTabs.innerHTML = MAIL_STATUS_FILTERS.map(([key, label]) => `
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<button class="operator-tab" type="button" role="tab" aria-selected="${state.activeMailStatus === key}" data-mail-status="${key}">${label}</button>
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`).join('');
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}
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function errorText(error) {
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return `<div class="operator-warning">${escapeHtml(error?.message || '请求未完成')}</div>`;
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}
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function renderMetrics() {
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const selectedDocs = state.documents.length;
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const pending = state.documents.filter((item) => item.operator_decision === '未处理' || !item.operator_decision).length;
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const blocked = Boolean(state.mailbox?.blocked);
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targets.metrics.innerHTML = [
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['业务邮件', state.total, `当前第 ${state.page} 页`],
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['当前单据', selectedDocs, state.selectedMailId ? '来自当前邮件' : '请选择邮件'],
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['待人工确认', pending, '以服务端单据状态为准'],
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['收件状态', blocked ? '已阻塞' : (state.mailbox?.monitoring ? '运行中' : '未启用'), blocked ? '需要恢复游标' : '服务端状态'],
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].map(([label, current, meta]) => `<article class="metric-card"><p class="metric-card__label">${label}</p><p class="metric-card__value">${escapeHtml(String(current))}</p><p class="metric-card__meta">${escapeHtml(meta)}</p></article>`).join('');
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}
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function renderMailList() {
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const visibleMails = state.mails.filter((mail) => (
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state.activeMailStatus === 'all' || mailDisplayStatus(mail).key === state.activeMailStatus
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));
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if (!visibleMails.length) {
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const activeLabel = MAIL_STATUS_FILTERS.find(([key]) => key === state.activeMailStatus)?.[1] || '业务';
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renderEmpty(targets.list, `暂无${activeLabel}`, '当前状态下没有可展示的场外基金邮件。');
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targets.pagination.innerHTML = '';
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return;
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}
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targets.list.innerHTML = visibleMails.map((mail) => {
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const active = mail.mail_id === state.selectedMailId;
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const displayStatus = mailDisplayStatus(mail);
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return `<div class="operator-list__item${active ? ' operator-list__item--active' : ''}" data-mail="${escapeHtml(mail.mail_id)}">
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<div><strong>${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>
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<div class="operator-list__actions">${tag(displayStatus.label, displayStatus.tone)}${actionButton('删除', `delete-mail:${encodeURIComponent(mail.mail_id)}`, 'danger')}</div>
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</div>`;
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}).join('');
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const pages = Math.max(1, Math.ceil(state.total / state.pageSize));
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targets.pagination.innerHTML = `<span>第 ${state.page} / ${pages} 页，共 ${state.total} 封</span>${actionButton('上一页', 'page:prev', '')}${actionButton('下一页', 'page:next', '')}`;
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targets.pagination.querySelector('[data-action="page:prev"]')?.toggleAttribute('disabled', state.page <= 1);
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targets.pagination.querySelector('[data-action="page:next"]')?.toggleAttribute('disabled', state.page >= pages);
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}
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function fieldNames(base, effective, extra = []) {
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const names = [];
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[...Object.keys(base || {}), ...Object.keys(effective || {}), ...extra].forEach((name) => {
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if (name && !names.includes(name)) names.push(name);
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});
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return names;
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}
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function renderFieldGrid(fields, draft, scope, key, statuses = {}) {
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const names = fieldNames(fields, draft);
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if (!names.length) return '<div class="operator-inline-note">暂无可展示字段。</div>';
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return `<div class="operator-field-grid">${names.map((name) => {
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const statusLabel = fieldStatusLabel(statuses[name]);
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const shouldShowStatus = statuses[name] !== undefined && statuses[name] !== null && statuses[name] !== '' && statusLabel !== '未查询';
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const fieldValue = draft[name] ?? fields?.[name] ?? '';
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return `<label class="form-field"><span class="form-field__label operator-field-label"><span>${escapeHtml(name)}</span>${shouldShowStatus ? `<span class="operator-field-confidence">状态：${escapeHtml(statusLabel)}</span>` : ''}</span><input class="form-field__input" data-${scope}-field="${escapeHtml(key)}" data-field-name="${escapeHtml(name)}" value="${escapeHtml(formatFieldValue(name, fieldValue))}"></label>`;
|
||
}).join('')}</div>`;
|
||
}
|
||
|
||
function renderDetail() {
|
||
if (!state.mail) {
|
||
renderEmpty(targets.detail, '请选择一封邮件', '邮件详情会展示正文、附件原件、OCR 识别字段和关联单据。');
|
||
return;
|
||
}
|
||
const attachments = state.mail.attachments || [];
|
||
targets.detail.innerHTML = `<dl class="operator-kv"><div><dt>邮件编号</dt><dd>${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(formatAmount(document.subscription_amount_yuan))} / ${escapeHtml(formatAmount(document.redemption_shares))}</dd></div><div><dt>机构</dt><dd>${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(documentStatusLabel(rule.document_status)) : ''}</div>${rule?.error ? errorText({ message: rule.error }) : `<div class="operator-table-wrap"><table class="operator-table"><thead><tr><th>规则</th><th>结果</th><th>单据值</th><th>规则判断</th></tr></thead><tbody>${ruleRows.map((row) => `<tr><td>${escapeHtml(row.rule_name || row.rule_code || '--')}</td><td>${tag(row.result)}</td><td>${escapeHtml(renderDocumentValue(row))}</td><td>${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">${actionButton(recalculating ? '正在核对并判定规则' : '重新核对并判定规则', `recalculate:${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]}` : '请先确认正常或异常', notificationAction, '', !notificationType)}</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(formatAmount(item.subscription_amount_yuan ?? '0'))} / ${escapeHtml(value(item.subscription_count, '0'))}</dd></div><div><dt>赎回份额 / 金额</dt><dd>${escapeHtml(formatAmount(item.redemption_shares ?? '0'))} / ${escapeHtml(formatAmount(item.redemption_amount_yuan))}</dd></div><div><dt>净流入 / 流出</dt><dd>${escapeHtml(formatAmount(item.net_flow_amount_yuan))}</dd></div><div><dt>最新净值</dt><dd>${escapeHtml(formatNav(item.latest_nav))}</dd></div></dl></article>`).join('');
|
||
targets.statistics.innerHTML = `<div class="operator-form-grid"><label class="form-field"><span class="form-field__label">基金代码（可选）</span><input class="form-field__input" data-stat-field="fundCode" value="${escapeHtml(state.statsForm.fundCode)}"></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>') : ''}`;
|
||
}
|
||
|
||
function render() {
|
||
renderMetrics(); renderStatusTabs(); renderMailList(); renderDetail(); renderDocuments(); renderNotice(); renderStatistics();
|
||
}
|
||
|
||
/**
|
||
* 把识别接口返回的**单据标准字段**合并进 `state.documents`。
|
||
*
|
||
* 为什么必须合并：邮件详情的 `attachments[].documents[]` 只是一个**摘要**
|
||
* （`task_id` / `document_type` / `status` / `operator_decision`），
|
||
* 基金代码、申请日期、申购金额、机构这些字段**只在识别接口的返回里**
|
||
* （`_mail_detail` vs `_recognition_payload`）。只用摘要渲染，
|
||
* "单据核对与运营动作"里的单据信息就全是 `--`。
|
||
*
|
||
* 合并口径（**逐条按 task_id 匹配**，不是整段替换）：
|
||
* - 两侧都有 → 识别侧字段优先，摘要里独有的键（status/operator_decision）保留；
|
||
* - 只有摘要侧 → 原样保留（不能因为识别接口没提到就丢掉单据）；
|
||
* - 只有识别侧 → 也要出现（例如刚生成、邮件摘要还没刷新）。
|
||
*/
|
||
function syncDocumentsFromRecognition(payload) {
|
||
const attachments = Array.isArray(payload?.attachments) ? payload.attachments : [];
|
||
if (!attachments.length || !state.mail) return;
|
||
const recognitionDocuments = new Map();
|
||
attachments.forEach((attachment) => {
|
||
(attachment.documents || []).forEach((document) => {
|
||
if (!document?.task_id) return;
|
||
recognitionDocuments.set(document.task_id, {
|
||
...document,
|
||
attachment_id: attachment.attachment_id,
|
||
});
|
||
});
|
||
});
|
||
if (!recognitionDocuments.size) return;
|
||
state.mail = {
|
||
...state.mail,
|
||
attachments: (state.mail.attachments || []).map((attachment) => {
|
||
const summaries = attachment.documents || [];
|
||
const merged = summaries.map((document) => {
|
||
const recognized = recognitionDocuments.get(document.task_id);
|
||
return recognized ? { ...document, ...recognized } : document;
|
||
});
|
||
const known = new Set(summaries.map((document) => document.task_id));
|
||
return {
|
||
...attachment,
|
||
documents: merged.concat(
|
||
[...recognitionDocuments.values()].filter(
|
||
(document) => document.attachment_id === attachment.attachment_id
|
||
&& !known.has(document.task_id),
|
||
),
|
||
),
|
||
};
|
||
}),
|
||
};
|
||
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 })));
|
||
// 邮件详情给的单据只是摘要，标准化字段在识别接口那一份里 ⇒ 这里必须再合并一次。
|
||
// 缺了这一步，"单据核对与运营动作"的单据信息（申请日期/申购金额/机构/基金代码）全是 `--`。
|
||
syncDocumentsFromRecognition(state.recognition);
|
||
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.requestedMailId && state.mails.some((item) => item.mail_id === state.requestedMailId)) {
|
||
state.selectedMailId = state.requestedMailId;
|
||
} else 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);
|
||
}
|
||
|
||
/**
|
||
* 重新核对单个单据：触发 NL2SQL → 拉取返回字段 → 重新判定规则。
|
||
* 返回是否**全部成功**（`query_failed` 视为未成功，菜单里会提示，但不抛错）。
|
||
*
|
||
* 抽成函数是因为它有两个入口：面板上的"重新核对并判定规则"按钮，
|
||
* 以及保存 OCR 识别字段之后（见 `save-ocr:`）—— 两处必须走同一条路径，
|
||
* 否则"保存后字段不显示"这类不一致会再次出现。
|
||
*/
|
||
async function recalculateDocument(taskId) {
|
||
if (!taskId || state.recalculatingTasks.has(taskId)) return true;
|
||
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;
|
||
return triggerResponse.data?.status !== 'query_failed';
|
||
} finally {
|
||
state.recalculatingTasks.delete(taskId);
|
||
render();
|
||
}
|
||
}
|
||
|
||
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('确认彻底删除这封邮件吗？邮件、附件、OCR、NL2SQL、规则、确认和通知记录都会删除，删除审计会保留。')) 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);
|
||
await loadMail(state.selectedMailId);
|
||
// ★ 保存识别字段 == 运营已人工确认这张单据的内容，因此顺手把**该附件关联的单据**
|
||
// 重新核对一次（触发 NL2SQL → 拉字段 → 重新判定规则）。
|
||
//
|
||
// 为什么必须在这里做：核对结果（"单据核对与运营动作"里的 NL2SQL 返回字段与规则结果）
|
||
// 只在触发核对时才生成；保存识别字段本身不触发它。少了这一步，运营改完字段点保存后，
|
||
// 那两个区块要么停留在**上一次**核对的状态（例如仍是"申请前持有份额 null / 无法判断"），
|
||
// 要么整块是空的，必须再手动点一次"重新核对并判定规则"—— 而运营会以为"保存没生效"。
|
||
// 只核对本附件关联的单据，不动同一封邮件里的其它单据。
|
||
const recalcTasks = (state.documents || [])
|
||
.filter((document) => document.attachment_id === attachmentId)
|
||
.map((document) => document.task_id)
|
||
.filter(Boolean);
|
||
let recalcFailed = 0;
|
||
for (const taskId of recalcTasks) {
|
||
if (!await recalculateDocument(taskId)) recalcFailed += 1;
|
||
}
|
||
await loadMail(state.selectedMailId);
|
||
showToast(
|
||
recalcFailed ? 'OCR 识别字段已保存；核对未全部成功' : 'OCR 识别字段已保存并已重新核对',
|
||
recalcFailed ? 'error' : 'success',
|
||
);
|
||
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 || {}) };
|
||
await apiClient.post('OFFSITE_RULE_RECALCULATE', { operator_id: operatorId }, { pathParams: { taskId } });
|
||
await loadMail(state.selectedMailId);
|
||
showToast('NL2SQL 字段修正已保存'); 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;
|
||
const ok = await recalculateDocument(taskId);
|
||
showToast(ok ? '规则已重新核对并判定' : '已重新核对，但存在查询失败',
|
||
ok ? 'success' : 'error');
|
||
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${decision}`); return;
|
||
}
|
||
if (action.startsWith('open-nl:')) {
|
||
const taskId = decodeURIComponent(action.slice(8));
|
||
const params = new URLSearchParams({ task_id: taskId, mail_id: state.selectedMailId, page: String(state.page) });
|
||
window.location.href = `/portal/employee-operations/nl2sql/?${params.toString()}`;
|
||
return;
|
||
}
|
||
if (action.startsWith('notice:')) {
|
||
const actionPayload = action.slice(7);
|
||
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] = isNumericDisplayField(target.dataset.fieldName) || /净值|nav/i.test(target.dataset.fieldName) ? target.value.replace(/,/g, '') : target.value; }
|
||
if (target.matches('[data-nl-field]')) { state.nlDrafts[target.dataset.nlField] ||= {}; state.nlDrafts[target.dataset.nlField][target.dataset.fieldName] = isNumericDisplayField(target.dataset.fieldName) || /净值|nav/i.test(target.dataset.fieldName) ? target.value.replace(/,/g, '') : 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();
|
||
}
|