落地报价模板主账与后台：合同映射、灌种 SQL/脚本、智能体填表，并补测服运维探针与合同文档对齐。

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-14 14:09:45 +08:00
parent 8bdf4990a2
commit a70bce3c8f
138 changed files with 7239 additions and 1085 deletions
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+/**
+ * 报价模板预览用：合同样例事实 + 字段中文名。
+ * 与 contracts/quote-template-mapping-v1.json 的 samplePreviewFacts / systemFields 对齐。
+ * 仅用于管理端「用户端预览」弹窗回填一览；金额不由模型发明。
+ */
+
+/** 系统字段 code → 中文标签 */
+export const FIELD_LABELS: Record<string, string> = {
+  customer_name: "客户名称",
+  contact_name: "联系人",
+  contact_phone: "电话",
+  quote_no: "报价单编号",
+  quote_date: "报价日期",
+  valid_until: "有效期至",
+  currency: "币别",
+  sales_name: "业务员",
+  pol: "起运港",
+  pod: "目的港",
+  origin: "始发地",
+  destination: "目的地",
+  commodity: "品名",
+  quantity: "货物数量",
+  container_type_qty: "箱型箱量",
+  fcl_or_lcl: "整柜或拼柜",
+  trade_terms: "贸易条款",
+  cargo_ready_date: "货好时间",
+  pieces: "件数",
+  weight_kg: "重量",
+  volume_cbm: "体积",
+  total_amount: "报价合计",
+};
+
+/** 弹窗优先展示的字段顺序（接近原型） */
+export const PREVIEW_FIELD_ORDER = [
+  "customer_name",
+  "container_type_qty",
+  "pol",
+  "pod",
+  "origin",
+  "destination",
+  "sales_name",
+  "commodity",
+  "fcl_or_lcl",
+  "trade_terms",
+  "contact_name",
+  "contact_phone",
+  "quantity",
+  "pieces",
+  "weight_kg",
+  "volume_cbm",
+  "cargo_ready_date",
+  "currency",
+] as const;
+
+/** 与主账 previewSample 同源的合同样例事实 */
+export const SAMPLE_PREVIEW_FACTS: Record<string, any> = {
+  customer_name: "ABC Trading Co.",
+  contact_name: "张三",
+  contact_phone: "13800000000",
+  quote_no: "QT-202607020001",
+  quote_date: "2026-07-02",
+  valid_until: "2026-07-05",
+  currency: "USD",
+  sales_name: "张敏",
+  pol: "CNSHA",
+  pod: "USLAX",
+  origin: "深圳",
+  destination: "洛杉矶",
+  commodity: "通用货物",
+  quantity: "2",
+  container_type_qty: "40HQ × 2",
+  fcl_or_lcl: "FCL",
+  trade_terms: "FOB",
+  cargo_ready_date: "2026-07-10",
+  pieces: "10",
+  weight_kg: "1200",
+  volume_cbm: "8.5",
+  total_amount: "3680.00",
+  fee_rows: [
+    { name: "O/F 海运费", amount: "2900", remark: "" },
+    { name: "THC + DOC + SEAL", amount: "780", remark: "" },
+  ],
+};
+
+export type PreviewFeeRow = { name: string; amount: string; remark?: string };
+
+export type PreviewFieldRow = {
+  code: string;
+  label: string;
+  value: string;
+  cell: string;
+};
+
+export type PreviewViewModel = {
+  loading: boolean;
+  error: string;
+  quoteNo: string;
+  quoteDate: string;
+  currency: string;
+  totalAmount: string;
+  validUntil: string;
+  /** 航线摘要：有 pol/pod 或 origin/destination 时拼出 */
+  routeText: string;
+  fields: PreviewFieldRow[];
+  fees: PreviewFeeRow[];
+  mappedCount: number;
+  unmappedRequired: string[];
+};
+
+function parseMapping(raw: unknown): { fields: Record<string, string>; unmapped: string[] } {
+  if (!raw) return { fields: {}, unmapped: [] };
+  let obj: any = raw;
+  if (typeof raw === "string") {
+    try {
+      obj = JSON.parse(raw);
+    } catch {
+      return { fields: {}, unmapped: [] };
+    }
+  }
+  const fields: Record<string, string> = {};
+  const src = obj?.fields || {};
+  if (src && typeof src === "object") {
+    for (const [k, v] of Object.entries(src)) {
+      if (k === "fee_rows") continue;
+      const cell = String(v ?? "").trim();
+      if (cell) fields[k] = cell;
+    }
+  }
+  const unmapped = Array.isArray(obj?.unmappedRequired)
+    ? obj.unmappedRequired.map((x: any) => String(x))
+    : [];
+  return { fields, unmapped };
+}
+
+/**
+ * 根据 mappingJson 与样例事实组装弹窗视图。
+ * 只展示「已映射」字段的样例值；费用行在有 fee_rows 映射或样例费用时展示。
+ */
+export function buildPreviewViewModel(mappingJson: unknown, pointCountHint = 0): PreviewViewModel {
+  const { fields: mapped, unmapped } = parseMapping(mappingJson);
+  const facts = SAMPLE_PREVIEW_FACTS;
+  const fieldRows: PreviewFieldRow[] = [];
+
+  const ordered = [
+    ...PREVIEW_FIELD_ORDER.filter((c) => mapped[c]),
+    ...Object.keys(mapped).filter((c) => !(PREVIEW_FIELD_ORDER as readonly string[]).includes(c)),
+  ];
+
+  // 航线合并展示，避免 grid 里重复 pol/pod
+  const hasRoute = Boolean(mapped.pol || mapped.pod || mapped.origin || mapped.destination);
+  let routeText = "";
+  if (hasRoute) {
+    if (mapped.pol || mapped.pod) {
+      routeText = `${facts.pol || "—"} → ${facts.pod || "—"}`;
+    } else {
+      routeText = `${facts.origin || "—"} → ${facts.destination || "—"}`;
+    }
+  }
+
+  for (const code of ordered) {
+    if (code === "pol" || code === "pod" || code === "origin" || code === "destination") {
+      continue;
+    }
+    const rawVal = facts[code];
+    if (rawVal == null || rawVal === "") continue;
+    fieldRows.push({
+      code,
+      label: FIELD_LABELS[code] || code,
+      value: String(rawVal),
+      cell: mapped[code],
+    });
+  }
+  if (routeText) {
+    fieldRows.splice(Math.min(2, fieldRows.length), 0, {
+      code: "route",
+      label: "航线",
+      value: routeText,
+      cell: [mapped.pol, mapped.pod, mapped.origin, mapped.destination].filter(Boolean).join(" / "),
+    });
+  }
+
+  const fees: PreviewFeeRow[] = Array.isArray(facts.fee_rows)
+    ? facts.fee_rows.map((r: any) => ({
+        name: String(r.name ?? ""),
+        amount: String(r.amount ?? ""),
+        remark: String(r.remark ?? ""),
+      }))
+    : [];
+
+  const currency = String(facts.currency || "USD");
+  const total = String(facts.total_amount || "");
+
+  return {
+    loading: false,
+    error: "",
+    quoteNo: String(facts.quote_no || ""),
+    quoteDate: String(facts.quote_date || ""),
+    currency,
+    totalAmount: total,
+    validUntil: String(facts.valid_until || ""),
+    routeText,
+    fields: fieldRows,
+    fees,
+    mappedCount: Object.keys(mapped).length || pointCountHint,
+    unmappedRequired: unmapped,
+  };
+}
+
+export function emptyPreviewViewModel(): PreviewViewModel {
+  return {
+    loading: false,
+    error: "",
+    quoteNo: "",
+    quoteDate: "",
+    currency: "USD",
+    totalAmount: "",
+    validUntil: "",
+    routeText: "",
+    fields: [],
+    fees: [],
+    mappedCount: 0,
+    unmappedRequired: [],
+  };
+}