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HEL-222: 整合自动提醒引擎(212b1f9)到现行测试版 d6f39e0

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- 迁移链追加 0009_reminders_engine：旧 manual reminders 表改名
  reminders_legacy_manual 保留历史，新建 reminders/reminder_events/
  reminder_settings（append-only 触发器）
- server.py：新提醒 API（pending/scan/send/manual/resend/settings/
  公司端收件与状态流转）替换旧 manual-send 端点
- web：admin 待提醒清单+扫描+详情抽屉，公司端通知动态化+
  去处理事件委托；设置保存同步提醒扫描参数
- 移除被取代的 settings.pending_items/send_reminders 与旧 UI 逻辑
- 全量测试 346 项通过（5 项浏览器跳过与历史一致）

Co-authored-by: multica-agent <github@multica.ai>
This commit is contained in:
总工
2026-08-28 15:21:27 +00:00
co-authored by multica-agent
parent d6f39e018d 212b1f9b9b
commit 85e11a4f72
18 changed files with 2215 additions and 698 deletions
Download Patch File Download Diff File Expand all files Collapse all files
web/company.html
+10 -109
View File
@@ -26,7 +26,7 @@
<a data-view="reconcile" href="#reconcile"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.7"><path d="M9 11.5l2 2 4-4.5"/><rect x="4" y="3" width="16" height="18" rx="2"/></svg><span class="nav-label">往来确认</span><span class="nav-badge">5</span></a>
<div class="nav-group">账户与消息</div>
<a data-view="accounts" href="#accounts"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.7"><rect x="3" y="5" width="18" height="14" rx="2"/><path d="M3 10h18"/></svg><span class="nav-label">银行账户</span></a>
<a data-view="notifications" href="#notifications"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.7"><path d="M6 9a6 6 0 1 1 12 0c0 5 2 6 2 6H4s2-1 2-6"/><path d="M10 19a2 2 0 0 0 4 0"/></svg><span class="nav-label">通知</span><span class="nav-badge">3</span></a>
<a data-view="notifications" href="#notifications"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.7"><path d="M6 9a6 6 0 1 1 12 0c0 5 2 6 2 6H4s2-1 2-6"/><path d="M10 19a2 2 0 0 0 4 0"/></svg><span class="nav-label">通知</span><span class="nav-badge" id="notice-nav-badge" style="display: none;">0</span></a>
</nav>
<div class="side-foot">
<div class="user-row">
@@ -181,31 +181,10 @@
<div class="card">
<div class="card-head">
<span class="card-title">最新通知<span class="sub">来自管理端</span></span>
<button class="btn btn-sm btn-ghost" data-view-link="notifications">全部通知 (3) →</button>
<button class="btn btn-sm btn-ghost" data-view-link="notifications" id="workspace-notice-link">全部通知 →</button>
</div>
<div class="list-row">
<span class="pill pill-warn">提醒</span>
<div class="lr-main">
<div class="lr-title">7 月账期结账日顺延至 08-29</div>
<div class="lr-sub">请在此之前完成往来确认事项</div>
</div>
<span class="lr-side meta">08-18</span>
</div>
<div class="list-row">
<span class="pill pill-warn">提醒</span>
<div class="lr-main">
<div class="lr-title">3 笔单边流水待确认</div>
<div class="lr-sub">涉及金牛置业、金牛贸易往来</div>
</div>
<span class="lr-side meta">08-16</span>
</div>
<div class="list-row">
<span class="pill pill-success">通过</span>
<div class="lr-main">
<div class="lr-title">中行尾号 9916 流水导入成功</div>
<div class="lr-sub">流水覆盖至 08-12</div>
</div>
<span class="lr-side meta">08-12</span>
<div id="workspace-notice-list">
<div class="empty"><div class="e-title">暂无通知</div></div>
</div>
</div>
</div>
@@ -804,93 +783,15 @@
<div class="card">
<div class="tabs" id="notice-tabs">
<button type="button" class="active" data-filter="all" aria-pressed="true">全部<span class="tab-count" id="count-all">9</span></button>
<button type="button" data-filter="unread" aria-pressed="false">未读<span class="tab-count" id="count-unread">3</span></button>
<button type="button" data-filter="doing" aria-pressed="false">处理中<span class="tab-count" id="count-doing">2</span></button>
<button type="button" data-filter="done" aria-pressed="false">已完成<span class="tab-count" id="count-done">4</span></button>
<button type="button" class="active" data-filter="all" aria-pressed="true">全部<span class="tab-count" id="count-all">0</span></button>
<button type="button" data-filter="unread" aria-pressed="false">未读<span class="tab-count" id="count-unread">0</span></button>
<button type="button" data-filter="doing" aria-pressed="false">处理中<span class="tab-count" id="count-doing">0</span></button>
<button type="button" data-filter="done" aria-pressed="false">已完成<span class="tab-count" id="count-done">0</span></button>
</div>
<div id="notice-list">
<div class="list-row" data-status="unread">
<span class="pill pill-danger" style="flex: none;">未读</span>
<span class="tag">系统</span>
<div class="lr-main">
<div class="lr-title">7 月流水存在断档风险：交行 尾号 7710 未上传</div>
<div class="lr-sub"><span class="meta">2026-08-20 14:32</span> · 交行 7710 账户（待审核）7 月流水尚未上传，距 7 月结账日（顺延至 08-29）仅剩 9 天，请尽快补传。</div>
</div>
<div class="lr-side"><button class="btn btn-sm btn-mark-read">标记已读</button></div>
</div>
<div class="list-row" data-status="unread">
<span class="pill pill-danger" style="flex: none;">未读</span>
<span class="tag">系统</span>
<div class="lr-main">
<div class="lr-title">您有 2 笔单边流水待选择对方证据</div>
<div class="lr-sub"><span class="meta">2026-08-19 09:15</span> · 与金牛置业的煤炭采购款 ¥3,200,000.00 等 2 笔流水仅有本方记录，需选择对方银行流水佐证。</div>
</div>
<div class="lr-side"><button class="btn btn-sm btn-mark-read">标记已读</button></div>
</div>
<div class="list-row" data-status="unread">
<span class="pill pill-danger" style="flex: none;">未读</span>
<span class="tag">管理员</span>
<div class="lr-main">
<div class="lr-title">管理员提醒：请于 08-29 前完成待确认事项</div>
<div class="lr-sub"><span class="meta">2026-08-18 16:40</span> · 7 月账期结账顺延至 08-29，贵公司当前仍有 5 项往来确认未完成，请合理安排时间。</div>
</div>
<div class="lr-side"><button class="btn btn-sm btn-mark-read">标记已读</button></div>
</div>
<div class="list-row" data-status="doing">
<span class="pill pill-warn" style="flex: none;">处理中</span>
<span class="tag">系统</span>
<div class="lr-main">
<div class="lr-title">手工记录科目待确认：其他应收 ¥86,500.00</div>
<div class="lr-sub"><span class="meta">2026-08-15 10:02</span> · 07-28 录入的矿区备用金垫付记录，往来科目「其他应收」待管理员复核。</div>
</div>
<div class="lr-side"><button class="btn btn-sm btn-primary" data-view-link="manual">去处理</button></div>
</div>
<div class="list-row" data-status="doing">
<span class="pill pill-warn" style="flex: none;">处理中</span>
<span class="tag">管理员</span>
<div class="lr-main">
<div class="lr-title">往来确认回复：置业已确认 320 万煤炭采购款</div>
<div class="lr-sub"><span class="meta">2026-08-12 11:26</span> · 金牛置业已确认 07-14 煤炭采购款 ¥3,200,000.00，请补充本方工行 3305 账户流水证据完成闭环。</div>
</div>
<div class="lr-side"><button class="btn btn-sm btn-primary" data-view-link="reconcile">去处理</button></div>
</div>
<div class="list-row" data-status="done">
<span class="pill pill-success" style="flex: none;">已完成</span>
<span class="tag">系统</span>
<div class="lr-main">
<div class="lr-title">流水导入成功：中行 尾号 9916 · 42 笔</div>
<div class="lr-sub"><span class="meta">2026-08-06 15:52</span> · 7 月中行一般户流水已导入，42 笔全部校验通过，无重复记录。</div>
</div>
</div>
<div class="list-row" data-status="done">
<span class="pill pill-success" style="flex: none;">已完成</span>
<span class="tag">系统</span>
<div class="lr-main">
<div class="lr-title">流水导入成功：工行 尾号 3305 · 86 笔</div>
<div class="lr-sub"><span class="meta">2026-08-06 15:48</span> · 7 月工行基本户流水已导入，86 笔全部校验通过，无重复记录。</div>
</div>
</div>
<div class="list-row" data-status="done">
<span class="pill pill-success" style="flex: none;">已完成</span>
<span class="tag">管理员</span>
<div class="lr-main">
<div class="lr-title">交行 尾号 7710 账户开户资料已受理</div>
<div class="lr-sub"><span class="meta">2026-07-22 13:10</span> · 新账户开户资料已提交管理员，审核通过后方可启用并上传流水。</div>
</div>
</div>
<div class="list-row" data-status="done">
<span class="pill pill-success" style="flex: none;">已完成</span>
<span class="tag">系统</span>
<div class="lr-main">
<div class="lr-title">2026 年 6 月账期已结账</div>
<div class="lr-sub"><span class="meta">2026-07-05 09:00</span> · 6 月账期已按每月 5 日结账规则完成结账，期末数据已锁定，不可再修改。</div>
</div>
</div>
</div>
<div id="notice-list"></div>
<div class="empty" id="notice-empty" style="display: none;">
<div class="empty" id="notice-empty">
<div class="e-title">暂无该状态的通知</div>
<div>切换其他状态查看，或等待新的系统与管理员消息。</div>
</div>