feat: add lifecycle reminder workbench

2026-06-19 11:23:32 +08:00
parent b14be976d2
commit ae76b9a296
6 changed files with 350 additions and 4 deletions
@@ -142,6 +142,26 @@ def list_available_templates(
    return success_response(contract_generation_service.list_available_templates(**kwargs))


+@router.get("/lifecycle/tasks")
+def list_contract_lifecycle_task_workbench(
+    page: int = 1,
+    page_size: int = 50,
+    status_value: Optional[str] = None,
+    task_type: Optional[str] = None,
+    contract_generation_service: ContractGenerationService = Depends(get_contract_generation_service),
+    current_user: dict = Depends(require_current_user),
+):
+    return success_response(
+        contract_generation_service.list_contract_lifecycle_task_workbench(
+            current_user=current_user,
+            page=page,
+            page_size=page_size,
+            status_value=status_value,
+            task_type=task_type,
+        )
+    )
+
+
@router.post("/generate")
 def generate_contract(
    request: Request,
@@ -3,6 +3,7 @@ from typing import Optional
 from sqlalchemy.orm import Session

 from app.models.contract_lifecycle_task import ContractLifecycleTask
+from app.models.generated_contract import GeneratedContract


 class ContractLifecycleTaskRepository:
@@ -62,3 +63,47 @@ class ContractLifecycleTaskRepository:
            ContractLifecycleTask.due_at.asc(),
            ContractLifecycleTask.created_at.desc(),
        ).all()
+
+    def list_paginated(
+        self,
+        tenant_id: str,
+        page: int,
+        page_size: int,
+        status_value: Optional[str] = None,
+        task_type: Optional[str] = None,
+        generated_by: Optional[str] = None,
+    ) -> list[ContractLifecycleTask]:
+        query = self.db.query(ContractLifecycleTask).filter(ContractLifecycleTask.tenant_id == tenant_id)
+        if generated_by:
+            query = query.join(GeneratedContract, GeneratedContract.id == ContractLifecycleTask.contract_id).filter(
+                GeneratedContract.tenant_id == tenant_id,
+                GeneratedContract.generated_by == generated_by,
+            )
+        if status_value:
+            query = query.filter(ContractLifecycleTask.status == status_value)
+        if task_type:
+            query = query.filter(ContractLifecycleTask.task_type == task_type)
+        return query.order_by(
+            ContractLifecycleTask.due_at.is_(None),
+            ContractLifecycleTask.due_at.asc(),
+            ContractLifecycleTask.created_at.desc(),
+        ).offset((page - 1) * page_size).limit(page_size).all()
+
+    def count(
+        self,
+        tenant_id: str,
+        status_value: Optional[str] = None,
+        task_type: Optional[str] = None,
+        generated_by: Optional[str] = None,
+    ) -> int:
+        query = self.db.query(ContractLifecycleTask).filter(ContractLifecycleTask.tenant_id == tenant_id)
+        if generated_by:
+            query = query.join(GeneratedContract, GeneratedContract.id == ContractLifecycleTask.contract_id).filter(
+                GeneratedContract.tenant_id == tenant_id,
+                GeneratedContract.generated_by == generated_by,
+            )
+        if status_value:
+            query = query.filter(ContractLifecycleTask.status == status_value)
+        if task_type:
+            query = query.filter(ContractLifecycleTask.task_type == task_type)
+        return query.count()
@@ -804,6 +804,54 @@ class ContractGenerationService:
            "summary": self._build_lifecycle_task_summary(items),
        }

+    def list_contract_lifecycle_task_workbench(
+        self,
+        current_user: Dict[str, Any],
+        *,
+        page: int = 1,
+        page_size: int = 50,
+        status_value: Optional[str] = None,
+        task_type: Optional[str] = None,
+    ) -> Dict[str, Any]:
+        tenant_id = current_user["tenant_id"]
+        normalized_page = max(int(page or 1), 1)
+        normalized_page_size = max(min(int(page_size or 50), 100), 1)
+        normalized_status = self._normalize_optional_lifecycle_task_status(status_value)
+        normalized_task_type = self._normalize_optional_lifecycle_task_type(task_type)
+        generated_by = None if current_user.get("role") == "admin" else str(current_user.get("id") or "")
+        tasks = self.contract_lifecycle_task_repository.list_paginated(
+            tenant_id=tenant_id,
+            page=normalized_page,
+            page_size=normalized_page_size,
+            status_value=normalized_status,
+            task_type=normalized_task_type,
+            generated_by=generated_by,
+        )
+        total = self.contract_lifecycle_task_repository.count(
+            tenant_id=tenant_id,
+            status_value=normalized_status,
+            task_type=normalized_task_type,
+            generated_by=generated_by,
+        )
+
+        items = []
+        for task in tasks:
+            contract = self.generated_contract_repository.get_by_id(task.contract_id, tenant_id)
+            if contract is None:
+                continue
+            item = self._to_contract_lifecycle_task_item(task)
+            item["contract"] = self._to_generated_contract_list_item(contract)
+            items.append(item)
+
+        summary = self._build_lifecycle_task_summary(items)
+        return {
+            "items": items,
+            "total": total,
+            "page": normalized_page,
+            "page_size": normalized_page_size,
+            "summary": summary,
+        }
+
    def sync_contract_lifecycle_tasks(self, current_user: Dict[str, Any], contract_id: str) -> Dict[str, Any]:
        tenant_id = current_user["tenant_id"]
        generated_contract = self._get_generated_contract_for_lifecycle_task(current_user, contract_id)
@@ -1904,6 +1904,92 @@ class ContractGenerationServiceTestCase(unittest.TestCase):
        persisted = self.db.query(self.ContractLifecycleTask).filter_by(contract_id="contract-renewal-001").one()
        self.assertEqual(persisted.task_key, "renewal:contract-renewal-001")

+    def test_lifecycle_task_workbench_scopes_to_owned_contracts(self):
+        now = datetime.now(timezone.utc)
+        self.db.add_all(
+            [
+                self.GeneratedContract(
+                    id="contract-task-owned",
+                    tenant_id="tenant-demo-001",
+                    template_id="tpl-task-owned",
+                    template_name="Owned Task Contract",
+                    contract_type="service",
+                    document_type_code="technical_service",
+                    generated_by="user-admin",
+                    generated_by_name="Admin",
+                    export_format="docx",
+                    file_id=None,
+                    file_name="owned-task.docx",
+                    mime_type="application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    file_size=10,
+                    generated_content="Owned task content.",
+                    variable_values_json={},
+                    export_options_json={},
+                    file_content_base64="",
+                    status="generated",
+                    created_at=now,
+                ),
+                self.GeneratedContract(
+                    id="contract-task-other",
+                    tenant_id="tenant-demo-001",
+                    template_id="tpl-task-other",
+                    template_name="Other Task Contract",
+                    contract_type="service",
+                    document_type_code="technical_service",
+                    generated_by="user-other",
+                    generated_by_name="Other",
+                    export_format="docx",
+                    file_id=None,
+                    file_name="other-task.docx",
+                    mime_type="application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    file_size=10,
+                    generated_content="Other task content.",
+                    variable_values_json={},
+                    export_options_json={},
+                    file_content_base64="",
+                    status="generated",
+                    created_at=now,
+                ),
+                self.ContractLifecycleTask(
+                    id="task-owned",
+                    tenant_id="tenant-demo-001",
+                    contract_id="contract-task-owned",
+                    task_key="manual:owned",
+                    task_type="renewal_reminder",
+                    title="Owned renewal reminder",
+                    priority="high",
+                    status="open",
+                    due_at=now + timedelta(days=3),
+                    created_by="user-admin",
+                    created_at=now,
+                ),
+                self.ContractLifecycleTask(
+                    id="task-other",
+                    tenant_id="tenant-demo-001",
+                    contract_id="contract-task-other",
+                    task_key="manual:other",
+                    task_type="renewal_reminder",
+                    title="Other renewal reminder",
+                    priority="high",
+                    status="open",
+                    due_at=now + timedelta(days=3),
+                    created_by="user-other",
+                    created_at=now,
+                ),
+            ]
+        )
+        self.db.commit()
+
+        member_result = self.service.list_contract_lifecycle_task_workbench(
+            current_user={"id": "user-admin", "tenant_id": "tenant-demo-001", "display_name": "Admin", "role": "business"},
+        )
+        self.assertEqual(member_result["total"], 1)
+        self.assertEqual(member_result["items"][0]["contract_id"], "contract-task-owned")
+        self.assertEqual(member_result["items"][0]["contract"]["template_name"], "Owned Task Contract")
+
+        admin_result = self.service.list_contract_lifecycle_task_workbench(current_user=self.current_user)
+        self.assertEqual(admin_result["total"], 2)
+
    def test_contract_lifecycle_task_can_bind_archive_evidence(self):
        now = datetime.now(timezone.utc)
        self.db.add(
@@ -19,15 +19,26 @@ import {
  formatDateTime,
  formatDueStatus,
  formatLifecycleStatus,
+  formatLifecycleTaskPriority,
+  formatLifecycleTaskStatus,
+  formatLifecycleTaskType,
  formatRisk,
  getAutoReviewStatusColor,
  getContractApprovalStatusColor,
  getDueStatusColor,
  getLifecycleStatusColor,
+  getLifecycleTaskPriorityColor,
+  getLifecycleTaskStatusColor,
+  getLifecycleTaskTypeColor,
  getRiskColor,
  lifecycleStatusOptions,
 } from "@/lib/format";
-import { listGeneratedContracts, type GeneratedContractListItem } from "@/services/contract";
+import {
+  listContractLifecycleTaskWorkbench,
+  listGeneratedContracts,
+  type ContractLifecycleTask,
+  type GeneratedContractListItem,
+} from "@/services/contract";

 const { Text } = Typography;

@@ -189,7 +200,9 @@ function csvEscape(value: unknown) {
 export default function ContractLedgerPage() {
  const [messageApi, contextHolder] = message.useMessage();
  const [contracts, setContracts] = useState<GeneratedContractListItem[]>([]);
+  const [lifecycleTasks, setLifecycleTasks] = useState<ContractLifecycleTask[]>([]);
  const [loading, setLoading] = useState(true);
+  const [taskLoading, setTaskLoading] = useState(true);
  const [searchQuery, setSearchQuery] = useState("");
  const [lifecycleFilter, setLifecycleFilter] = useState(ALL_FILTER);
  const [dueFilter, setDueFilter] = useState(ALL_FILTER);
@@ -212,12 +225,29 @@ export default function ContractLedgerPage() {
    }
  }, [messageApi]);

+  const loadLifecycleTasks = useCallback(async () => {
+    setTaskLoading(true);
+    try {
+      const result = await listContractLifecycleTaskWorkbench({ page: 1, page_size: 100 });
+      if (result.code !== 0) {
+        messageApi.error(result.message || "到期提醒加载失败");
+        return;
+      }
+      setLifecycleTasks(result.data.items);
+    } catch {
+      messageApi.error("到期提醒加载失败，请稍后重试");
+    } finally {
+      setTaskLoading(false);
+    }
+  }, [messageApi]);
+
  useEffect(() => {
    const timer = window.setTimeout(() => {
      void loadContracts();
+      void loadLifecycleTasks();
    }, 0);
    return () => window.clearTimeout(timer);
-  }, [loadContracts]);
+  }, [loadContracts, loadLifecycleTasks]);

  const filteredContracts = useMemo(() => {
    const keyword = searchQuery.trim();
@@ -247,6 +277,11 @@ export default function ContractLedgerPage() {
      })
      .slice(0, 6);
  }, [filteredContracts]);
+  const activeLifecycleTasks = useMemo(() => {
+    return lifecycleTasks
+      .filter((task) => !["completed", "skipped", "archived"].includes(task.status))
+      .slice(0, 8);
+  }, [lifecycleTasks]);

  const handleExportCsv = () => {
    const headers = ["合同名称", "文件名", "类型", "相对方", "负责人", "生命周期", "期限状态", "审批状态", "审批处理人", "自动预审", "风险等级", "最近更新"];
@@ -388,7 +423,14 @@ export default function ContractLedgerPage() {
            <p>统一跟踪审批状态、生命周期、到期状态和最近合同，优先暴露需要跟进的事项。</p>
          </div>
          <div className="contract-ledger-actions">
-            <Button icon={<ReloadOutlined />} onClick={() => void loadContracts()} loading={loading}>
+            <Button
+              icon={<ReloadOutlined />}
+              onClick={() => {
+                void loadContracts();
+                void loadLifecycleTasks();
+              }}
+              loading={loading || taskLoading}
+            >
              刷新
            </Button>
            <Button icon={<DownloadOutlined />} disabled={!filteredContracts.length} onClick={handleExportCsv}>
@@ -412,6 +454,87 @@ export default function ContractLedgerPage() {
        </div>
      </section>

+      <section className="landing-section">
+        <div className="landing-section-header">
+          <h2>到期与履约提醒</h2>
+          <p>同步合同到期、续约、履约节点和终止归档任务，提醒项在合同详情中处理。</p>
+        </div>
+        {activeLifecycleTasks.length === 0 ? (
+          <Empty description={taskLoading ? "提醒加载中..." : "当前没有待处理提醒。"} />
+        ) : (
+          <div className="contract-ledger-table-shell">
+            <Table
+              rowKey="id"
+              dataSource={activeLifecycleTasks}
+              loading={taskLoading}
+              pagination={false}
+              columns={[
+                {
+                  title: "提醒事项",
+                  key: "task",
+                  render: (_, record) => (
+                    <Space direction="vertical" size={2}>
+                      <Link href={`/contracts/${record.contract_id}`}>
+                        <Text strong>{record.title}</Text>
+                      </Link>
+                      <Text type="secondary">{record.contract?.template_name ?? record.contract_id}</Text>
+                    </Space>
+                  ),
+                },
+                {
+                  title: "类型/优先级",
+                  key: "type",
+                  width: 190,
+                  render: (_, record) => (
+                    <Space wrap>
+                      <Tag color={getLifecycleTaskTypeColor(record.task_type)}>
+                        {formatLifecycleTaskType(record.task_type)}
+                      </Tag>
+                      <Tag color={getLifecycleTaskPriorityColor(record.priority)}>
+                        {formatLifecycleTaskPriority(record.priority)}
+                      </Tag>
+                    </Space>
+                  ),
+                },
+                {
+                  title: "状态",
+                  dataIndex: "status",
+                  width: 130,
+                  render: (value: string) => (
+                    <Tag color={getLifecycleTaskStatusColor(value)}>
+                      {formatLifecycleTaskStatus(value)}
+                    </Tag>
+                  ),
+                },
+                {
+                  title: "截止时间",
+                  key: "due_at",
+                  width: 190,
+                  render: (_, record) => (
+                    <Space direction="vertical" size={2}>
+                      <Text>{formatDateTime(record.due_at)}</Text>
+                      <Tag color={getDueStatusColor(record.due_status)}>
+                        {record.days_to_due == null
+                          ? "未设置期限"
+                          : record.days_to_due < 0
+                            ? `逾期 ${Math.abs(record.days_to_due)} 天`
+                            : `剩余 ${record.days_to_due} 天`}
+                      </Tag>
+                    </Space>
+                  ),
+                },
+                {
+                  title: "操作",
+                  key: "actions",
+                  width: 110,
+                  render: (_, record) => <Link href={`/contracts/${record.contract_id}`}>处理</Link>,
+                },
+              ]}
+            />
+          </div>
+        )}
+      </section>
+
      <section className="landing-section">
        <div className="landing-section-header">
          <h2>最近合同</h2>
@@ -311,6 +311,7 @@ export interface ContractLifecycleTask {
  id: string;
  tenant_id?: string;
  contract_id: string;
+  contract?: GeneratedContractListItem | null;
  task_key?: string;
  task_type: string;
  title: string;
@@ -332,7 +333,7 @@ export interface ContractLifecycleTask {
 }

 export interface ContractLifecycleTaskListResponse {
-  contract_id: string;
+  contract_id?: string;
  items: ContractLifecycleTask[];
  total: number;
  summary: Record<string, number>;
@@ -671,6 +672,29 @@ export async function listContractLifecycleTasks(
  return response.data;
 }

+export async function listContractLifecycleTaskWorkbench(
+  params: { page?: number; page_size?: number; status_value?: string; task_type?: string } = {},
+): Promise<ApiResponse<ContractLifecycleTaskListResponse>> {
+  const searchParams = new URLSearchParams();
+  if (params.page) {
+    searchParams.append("page", String(params.page));
+  }
+  if (params.page_size) {
+    searchParams.append("page_size", String(params.page_size));
+  }
+  if (params.status_value) {
+    searchParams.append("status_value", params.status_value);
+  }
+  if (params.task_type) {
+    searchParams.append("task_type", params.task_type);
+  }
+  const queryString = searchParams.toString();
+  const response = await http.get<ApiResponse<ContractLifecycleTaskListResponse>>(
+    `/contracts/lifecycle/tasks${queryString ? `?${queryString}` : ""}`,
+  );
+  return response.data;
+}
+
 export async function syncContractLifecycleTasks(
  contract_id: string,
 ): Promise<ApiResponse<ContractLifecycleTaskListResponse>> {