新增上虞字段调整实施计划

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wkc
2026-05-11 17:34:05 +08:00
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# 2026-05-11 上虞利率定价字段口径调整实施计划记录
## 修改内容
- 新增后端实施计划:`docs/superpowers/plans/2026-05-11-shangyu-pricing-field-adjustment-backend-plan.md`
- 新增前端实施计划:`docs/superpowers/plans/2026-05-11-shangyu-pricing-field-adjustment-frontend-plan.md`
- 后端计划覆盖创建 DTO、流程实体、模型入参、转换器、服务层校验、SQL schema 和后端测试。
- 前端计划覆盖个人/企业新增弹窗、业务种类选项、抵质押类型选项、`couponRate` 条件必填、静态断言、构建和 Playwright 真实页面验证。
## 范围说明
- 计划依据:`docs/superpowers/specs/2026-05-11-shangyu-pricing-field-adjustment-design.md`
- 对公 `businessType` 上传模型这一条已按用户确认从本次实施范围排除;计划只覆盖 `couponRate` 的模型入参新增。
- 本次仅产出实施计划,未进入业务代码实现。
## 待验证
- 计划需通过计划审查后再进入实施。
- 后续实现完成后需要补充 `doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md`,记录真实代码改动、测试命令和页面验证结果。

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# Shangyu Pricing Field Adjustment Backend Implementation Plan
> **For agentic workers:** Follow this repository's `AGENTS.md`: do not invoke `using-superpowers` or subagents during implementation unless the user explicitly requests them. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Update the backend create-flow contract so `businessType`, `couponRate`, personal removed fields, and customer-type-specific collateral options match the approved Shangyu pricing spec.
**Architecture:** Keep the existing workflow creation API and entity flow. Add `couponRate` to the DTO/entity/model path, tighten service-layer validation in `LoanPricingWorkflowServiceImpl`, remove personal create dependencies on `loanPurpose` and `bizProof`, and update SQL schema files in place.
**Tech Stack:** Spring Boot, RuoYi, MyBatis Plus, Lombok, Jakarta Validation, JUnit 5, Mockito, MySQL SQL files.
---
## File Structure
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java`
- Change `businessType` values to `新增/存量新增/存量转贷`.
- Remove personal create DTO dependency on `loanPurpose` and `bizProof`.
- Add `couponRate`.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/CorporateLoanPricingCreateDTO.java`
- Change `businessType` values to `新增/存量新增/存量转贷`.
- Expand `collType` values for corporate mortgage and pledge paths.
- Add `couponRate`.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/LoanPricingWorkflow.java`
- Update `businessType` comment and add persisted `couponRate`.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java`
- Add `couponRate` only. Do not add `businessType`; the user excluded that model-input branch from this scope.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java`
- Map `couponRate`.
- Stop mapping removed personal fields from the personal create DTO.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java`
- Update business type validation.
- Add collateral-option validation by `custType + guarType`.
- Add required `couponRate` validation for `质押 + 存单质押`.
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java`
- Add validation coverage and update existing create tests to set valid `businessType`.
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- Remove old personal `loanPurpose` DTO expectations so Maven test compilation remains valid after DTO removal.
- Keep `loanTerm/loanLoop` model assertions.
- Create Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/util/LoanPricingConverterTest.java`
- Confirm personal removed fields no longer drive conversion and `couponRate` maps.
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java`
- Confirm `couponRate` is copied into `ModelInvokeDTO` via the model invocation path.
- Create: `sql/add_coupon_rate_20260511.sql`
- Migration for existing databases.
- Modify: `sql/loan_pricing_workflow.sql`
- Add `coupon_rate`.
- Modify: `sql/loan_pricing_schema_20260328.sql`
- Add `coupon_rate` to `loan_pricing_workflow`.
- Modify: `sql/loan_pricing_prod_init_20260331.sql`
- Add `coupon_rate` to production init schema.
## Task 1: Add Failing Backend Contract Tests
**Files:**
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- Create Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/util/LoanPricingConverterTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java`
- [ ] **Step 1: Update existing create tests with valid business type**
In `LoanPricingWorkflowServiceImplTest`, every test that calls `createLoanPricing` must set:
```java
workflow.setBusinessType("新增");
```
For tests using mortgage or pledge, also set an allowed `collType` for the matching `custType`.
- [ ] **Step 2: Update old personal parameter tests**
In `LoanPricingModelServicePersonalParamsTest`, replace the old DTO field test:
Add the static import if it is not present:
```java
import static org.junit.jupiter.api.Assertions.assertNull;
```
```java
@Test
void shouldRemoveLoanPurposeAndKeepLoanTermInPersonalCreateDto() throws NoSuchFieldException {
assertThrows(NoSuchFieldException.class,
() -> PersonalLoanPricingCreateDTO.class.getDeclaredField("loanPurpose"));
assertNotNull(PersonalLoanPricingCreateDTO.class.getDeclaredField("loanTerm"));
}
```
Replace the old converter test that called `dto.setLoanPurpose(...)`:
```java
@Test
void shouldMapLoanTermWithoutLoanPurposeFromPersonalDto() {
PersonalLoanPricingCreateDTO dto = new PersonalLoanPricingCreateDTO();
dto.setCustIsn("CUST001");
dto.setCustName("张三");
dto.setGuarType("信用");
dto.setApplyAmt("100000");
dto.setBusinessType("新增");
dto.setLoanTerm("3");
LoanPricingWorkflow workflow = LoanPricingConverter.toEntity(dto);
assertNull(workflow.getLoanPurpose());
assertNull(workflow.getBizProof());
assertEquals("3", workflow.getLoanTerm());
}
```
In `shouldInvokePersonalModelWithExpectedParams`, remove:
```java
workflow.setLoanPurpose("business");
workflow.setBizProof("true");
```
and remove these argument matcher clauses:
```java
&& Objects.equals("business", dto.getLoanPurpose())
&& Objects.equals("1", dto.getBizProof())
```
Keep the existing `loanTerm`, `loanLoop`, `collThirdParty`, and `collType` assertions.
- [ ] **Step 3: Add failing business type and collateral validation tests**
Add tests like:
```java
@Test
void shouldRejectOldBusinessType() {
LoanPricingWorkflow workflow = validPersonalWorkflow();
workflow.setBusinessType("新客");
ServiceException ex = assertThrows(ServiceException.class,
() -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("业务种类必须是:新增、存量新增、存量转贷之一", ex.getMessage());
}
@Test
void shouldRequireHistoryRateForStockTransfer() {
LoanPricingWorkflow workflow = validCorporateWorkflow();
workflow.setBusinessType("存量转贷");
workflow.setLoanRateHistory(null);
ServiceException ex = assertThrows(ServiceException.class,
() -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("请选择历史贷款合同", ex.getMessage());
}
@Test
void shouldRequireCouponRateForCertificatePledge() {
LoanPricingWorkflow workflow = validPersonalWorkflow();
workflow.setGuarType("质押");
workflow.setCollType("存单质押");
workflow.setCouponRate(null);
ServiceException ex = assertThrows(ServiceException.class,
() -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("存单票面利率不能为空", ex.getMessage());
}
```
Add helper methods:
```java
private LoanPricingWorkflow validPersonalWorkflow() {
LoanPricingWorkflow workflow = new LoanPricingWorkflow();
workflow.setCustType("个人");
workflow.setCustIsn("P001");
workflow.setCustName("张三");
workflow.setIdNum("330102199001011234");
workflow.setGuarType("信用");
workflow.setApplyAmt("100000");
workflow.setBusinessType("新增");
return workflow;
}
private LoanPricingWorkflow validCorporateWorkflow() {
LoanPricingWorkflow workflow = new LoanPricingWorkflow();
workflow.setCustType("企业");
workflow.setCustIsn("C001");
workflow.setCustName("测试企业");
workflow.setIdNum("91330100MA0000000X");
workflow.setGuarType("信用");
workflow.setApplyAmt("1000000");
workflow.setBusinessType("新增");
return workflow;
}
```
- [ ] **Step 4: Add failing allowed-option tests**
Add focused tests:
```java
@Test
void shouldAllowPersonalMortgageLineType() {
LoanPricingWorkflow workflow = validPersonalWorkflow();
workflow.setGuarType("抵押");
workflow.setCollType("一线");
when(sensitiveFieldCryptoService.encrypt(any())).thenAnswer(invocation -> invocation.getArgument(0));
loanPricingWorkflowService.createLoanPricing(workflow);
verify(loanPricingWorkflowMapper).insert(any());
}
@Test
void shouldRejectCorporateMortgageTypeForPersonalMortgage() {
LoanPricingWorkflow workflow = validPersonalWorkflow();
workflow.setGuarType("抵押");
workflow.setCollType("排污权抵押");
ServiceException ex = assertThrows(ServiceException.class,
() -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("个人抵押抵质押类型必须是:一线、一类、二类、三类之一", ex.getMessage());
}
@Test
void shouldAllowCorporatePledgeEquityType() {
LoanPricingWorkflow workflow = validCorporateWorkflow();
workflow.setGuarType("质押");
workflow.setCollType("股权质押");
when(sensitiveFieldCryptoService.encrypt(any())).thenAnswer(invocation -> invocation.getArgument(0));
loanPricingWorkflowService.createLoanPricing(workflow);
verify(loanPricingWorkflowMapper).insert(any());
}
```
- [ ] **Step 5: Add failing converter test**
Create `LoanPricingConverterTest`:
```java
package com.ruoyi.loanpricing.util;
import static org.junit.jupiter.api.Assertions.assertEquals;
import static org.junit.jupiter.api.Assertions.assertNull;
import com.ruoyi.loanpricing.domain.dto.CorporateLoanPricingCreateDTO;
import com.ruoyi.loanpricing.domain.dto.PersonalLoanPricingCreateDTO;
import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
import org.junit.jupiter.api.Test;
class LoanPricingConverterTest {
@Test
void shouldMapCouponRateForPersonalWorkflow() {
PersonalLoanPricingCreateDTO dto = new PersonalLoanPricingCreateDTO();
dto.setCustIsn("P001");
dto.setGuarType("质押");
dto.setApplyAmt("100000");
dto.setBusinessType("新增");
dto.setCouponRate("2.15");
LoanPricingWorkflow workflow = LoanPricingConverter.toEntity(dto);
assertEquals("2.15", workflow.getCouponRate());
assertNull(workflow.getLoanPurpose());
assertNull(workflow.getBizProof());
}
@Test
void shouldMapCouponRateForCorporateWorkflow() {
CorporateLoanPricingCreateDTO dto = new CorporateLoanPricingCreateDTO();
dto.setCustIsn("C001");
dto.setGuarType("质押");
dto.setApplyAmt("1000000");
dto.setBusinessType("新增");
dto.setCouponRate("2.35");
LoanPricingWorkflow workflow = LoanPricingConverter.toEntity(dto);
assertEquals("2.35", workflow.getCouponRate());
}
}
```
- [ ] **Step 6: Add failing model DTO test**
In `LoanPricingModelServiceTest`, add a test or extend the existing argument-captor test to assert:
```java
assertEquals("2.15", capturedModelInvokeDto.getCouponRate());
```
The workflow used by that test must set:
```java
loanPricingWorkflow.setCouponRate("2.15");
loanPricingWorkflow.setBusinessType("新增");
```
- [ ] **Step 7: Run backend tests and confirm failure**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowServiceImplTest,LoanPricingModelServicePersonalParamsTest,LoanPricingConverterTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: FAIL because `couponRate` and new validation are not implemented yet.
## Task 2: Implement DTO, Entity, Converter, and Model DTO Fields
**Files:**
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/CorporateLoanPricingCreateDTO.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/LoanPricingWorkflow.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- [ ] **Step 1: Update personal create DTO**
In `PersonalLoanPricingCreateDTO`:
- Remove the `loanPurpose` field and its validation annotations.
- Remove the `bizProof` field.
- Change `businessType` annotations to:
```java
@Schema(description = "业务种类", requiredMode = Schema.RequiredMode.REQUIRED, example = "新增", allowableValues = {"新增", "存量新增", "存量转贷"})
@NotBlank(message = "业务种类不能为空")
@Pattern(regexp = "^(新增|存量新增|存量转贷)$", message = "业务种类必须是:新增、存量新增、存量转贷之一")
private String businessType;
```
- Add:
```java
@Schema(description = "存单票面利率", example = "2.15")
private String couponRate;
```
- [ ] **Step 2: Update corporate create DTO**
In `CorporateLoanPricingCreateDTO`:
```java
@Schema(description = "业务种类", requiredMode = Schema.RequiredMode.REQUIRED, example = "新增", allowableValues = {"新增", "存量新增", "存量转贷"})
@NotBlank(message = "业务种类不能为空")
@Pattern(regexp = "^(新增|存量新增|存量转贷)$", message = "业务种类必须是:新增、存量新增、存量转贷之一")
private String businessType;
```
Change `collType` annotation to include the combined corporate option set:
```java
@Schema(description = "抵质押类型", example = "一类", allowableValues = {"一类", "二类", "三类", "四类", "排污权抵押", "设备等其他不动产抵押", "存单质押", "股权质押", "其他质押"})
@Pattern(regexp = "^(一类|二类|三类|四类|排污权抵押|设备等其他不动产抵押|存单质押|股权质押|其他质押)$", message = "抵质押类型不符合当前客户类型和担保方式")
private String collType;
```
Add:
```java
@Schema(description = "存单票面利率", example = "2.35")
private String couponRate;
```
- [ ] **Step 3: Update workflow entity**
In `LoanPricingWorkflow`:
```java
/** 业务种类: 新增/存量新增/存量转贷 */
private String businessType;
/** 存单票面利率 */
private String couponRate;
```
Keep `loanPurpose` and `bizProof` on the entity for historical rows and existing schema compatibility; they are no longer populated by personal create DTO conversion.
- [ ] **Step 4: Update model DTO**
In `ModelInvokeDTO`, add:
```java
/**
* 存单票面利率
*/
private String couponRate;
```
Do not add `businessType` in this task.
- [ ] **Step 5: Update converter**
In personal conversion, remove:
```java
entity.setLoanPurpose(dto.getLoanPurpose());
entity.setBizProof(dto.getBizProof());
```
Add for both personal and corporate conversion:
```java
entity.setCouponRate(dto.getCouponRate());
```
- [ ] **Step 6: Run targeted converter and model tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,LoanPricingConverterTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: personal parameter, converter, and model field tests PASS; service validation tests may still fail until Task 3.
- [ ] **Step 7: Commit field and converter changes**
```bash
git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/CorporateLoanPricingCreateDTO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/LoanPricingWorkflow.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/util/LoanPricingConverterTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java
git commit -m "调整上虞利率定价后端字段"
```
## Task 3: Implement Service-Layer Validation
**Files:**
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java`
- [ ] **Step 1: Replace business type validation**
Update `validateBusinessTypeAndHistoryRate`:
```java
private void validateBusinessTypeAndHistoryRate(LoanPricingWorkflow workflow) {
if (!StringUtils.hasText(workflow.getBusinessType())) {
throw new ServiceException("业务种类不能为空");
}
if (!isOneOf(workflow.getBusinessType(), "新增", "存量新增", "存量转贷")) {
throw new ServiceException("业务种类必须是:新增、存量新增、存量转贷之一");
}
if ("存量转贷".equals(workflow.getBusinessType())
&& !StringUtils.hasText(workflow.getLoanRateHistory())) {
throw new ServiceException("请选择历史贷款合同");
}
}
```
- [ ] **Step 2: Add collateral and coupon validators**
Add calls before insert:
```java
validateBusinessTypeAndHistoryRate(loanPricingWorkflow);
validateCollateralType(loanPricingWorkflow);
validateCouponRate(loanPricingWorkflow);
```
Add helper methods:
```java
private void validateCouponRate(LoanPricingWorkflow workflow) {
if ("质押".equals(workflow.getGuarType())
&& "存单质押".equals(workflow.getCollType())
&& !StringUtils.hasText(workflow.getCouponRate())) {
throw new ServiceException("存单票面利率不能为空");
}
}
private void validateCollateralType(LoanPricingWorkflow workflow) {
if (!"抵押".equals(workflow.getGuarType()) && !"质押".equals(workflow.getGuarType())) {
return;
}
if (!StringUtils.hasText(workflow.getCollType())) {
throw new ServiceException("请选择抵质押类型");
}
if ("个人".equals(workflow.getCustType()) && "抵押".equals(workflow.getGuarType())
&& !isOneOf(workflow.getCollType(), "一线", "一类", "二类", "三类")) {
throw new ServiceException("个人抵押抵质押类型必须是:一线、一类、二类、三类之一");
}
if ("个人".equals(workflow.getCustType()) && "质押".equals(workflow.getGuarType())
&& !isOneOf(workflow.getCollType(), "存单质押", "其他质押")) {
throw new ServiceException("个人质押抵质押类型必须是:存单质押、其他质押之一");
}
if ("企业".equals(workflow.getCustType()) && "抵押".equals(workflow.getGuarType())
&& !isOneOf(workflow.getCollType(), "一类", "二类", "三类", "四类", "排污权抵押", "设备等其他不动产抵押")) {
throw new ServiceException("企业抵押抵质押类型必须是:一类、二类、三类、四类、排污权抵押、设备等其他不动产抵押之一");
}
if ("企业".equals(workflow.getCustType()) && "质押".equals(workflow.getGuarType())
&& !isOneOf(workflow.getCollType(), "存单质押", "股权质押", "其他质押")) {
throw new ServiceException("企业质押抵质押类型必须是:存单质押、股权质押、其他质押之一");
}
}
private boolean isOneOf(String value, String... allowedValues) {
for (String allowedValue : allowedValues) {
if (allowedValue.equals(value)) {
return true;
}
}
return false;
}
```
- [ ] **Step 3: Run service tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowServiceImplTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
- [ ] **Step 4: Run backend targeted suite**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowServiceImplTest,LoanPricingModelServicePersonalParamsTest,LoanPricingConverterTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
- [ ] **Step 5: Commit validation changes**
```bash
git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java
git commit -m "增加上虞利率定价创建校验"
```
## Task 4: Update SQL Schema Files
**Files:**
- Create: `sql/add_coupon_rate_20260511.sql`
- Modify: `sql/loan_pricing_workflow.sql`
- Modify: `sql/loan_pricing_schema_20260328.sql`
- Modify: `sql/loan_pricing_prod_init_20260331.sql`
- [ ] **Step 1: Create migration SQL**
Create `sql/add_coupon_rate_20260511.sql`:
```sql
-- 上虞利率定价存单票面利率字段
ALTER TABLE `loan_pricing_workflow`
ADD COLUMN `coupon_rate` varchar(100) DEFAULT NULL COMMENT '存单票面利率' AFTER `loan_rate_history`;
```
- [ ] **Step 2: Update standalone workflow schema**
In `sql/loan_pricing_workflow.sql`, add after `loan_rate_history`:
```sql
`coupon_rate` varchar(100) DEFAULT NULL COMMENT '存单票面利率',
```
- [ ] **Step 3: Update bundled schema files**
Apply the same column to the `loan_pricing_workflow` table definitions in:
- `sql/loan_pricing_schema_20260328.sql`
- `sql/loan_pricing_prod_init_20260331.sql`
- [ ] **Step 4: Verify SQL references**
Run:
```bash
rg -n "coupon_rate|存单票面利率" sql
```
Expected: `coupon_rate` appears in the migration and all three schema/init files.
- [ ] **Step 5: Commit SQL changes**
```bash
git add sql/add_coupon_rate_20260511.sql \
sql/loan_pricing_workflow.sql \
sql/loan_pricing_schema_20260328.sql \
sql/loan_pricing_prod_init_20260331.sql
git commit -m "新增存单票面利率数据库字段"
```
## Task 5: Backend Verification and Record
**Files:**
- Create or Modify: `doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md`
- [ ] **Step 1: Run backend verification**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowServiceImplTest,LoanPricingModelServicePersonalParamsTest,LoanPricingConverterTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
- [ ] **Step 2: Check staged-independent status**
Run:
```bash
git status --short
```
Expected: only intended backend and SQL files are modified or staged for this implementation slice. Existing unrelated files such as `AGENTS.md`, `.DS_Store`, and operation-manual docs must stay out of these commits.
- [ ] **Step 3: Update implementation record**
Add backend notes to `doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md`:
```markdown
## 后端实现
- 调整个人/企业创建 DTO 的业务种类口径为 `新增/存量新增/存量转贷`
- 新增 `couponRate` 存单票面利率字段,并贯通流程保存和模型入参。
- 取消对私创建链路对 `loanPurpose``bizProof` 的依赖。
- 增加服务层校验,覆盖业务种类、历史贷款利率、抵质押类型和存单票面利率。
- 新增 `coupon_rate` 数据库字段及 schema/init SQL。
## 后端验证
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowServiceImplTest,LoanPricingModelServicePersonalParamsTest,LoanPricingConverterTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test`
```
- [ ] **Step 4: Commit backend record**
```bash
git add doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md
git commit -m "记录上虞字段调整后端实现"
```

View File

@@ -0,0 +1,485 @@
# Shangyu Pricing Field Adjustment Frontend Implementation Plan
> **For agentic workers:** Follow this repository's `AGENTS.md`: do not invoke `using-superpowers` or subagents during implementation unless the user explicitly requests them. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Update the personal and corporate workflow create dialogs so the displayed fields, dynamic options, required `couponRate`, and submitted payload match the approved Shangyu pricing spec.
**Architecture:** Keep the existing Vue 2 create-dialog components and static Node assertion tests. Update each dialog in place, using computed properties for customer-type-specific collateral options and the `质押 + 存单质押` coupon-rate condition; verify with static tests, production build, and a real Playwright browser check.
**Tech Stack:** Vue 2, Element UI, RuoYi request wrapper, Node static tests, npm scripts, nvm-controlled frontend runtime, Playwright real browser verification.
---
## File Structure
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue`
- Change `businessType` options.
- Remove `loanPurpose` and `bizProof` UI, form fields, rules, reset values, and submit payload handling.
- Change personal `collateralTypeOptions`.
- Add `couponRate` conditional field and submit cleanup.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue`
- Change `businessType` options.
- Change corporate `collateralTypeOptions`.
- Add `couponRate` conditional field and submit cleanup.
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- Update business-type assertions from `新客` to `新增`.
- Add `couponRate` assertions.
- Modify: `ruoyi-ui/tests/personal-create-input-params.test.js`
- Assert personal removed fields are absent.
- Assert personal collateral options match the new spec.
- Modify: `ruoyi-ui/tests/corporate-create-input-params.test.js`
- Assert corporate collateral options match the new spec.
- Modify: `doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md`
- Add frontend implementation and Playwright verification notes after execution.
## Task 1: Update Frontend Static Assertions First
**Files:**
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- Modify: `ruoyi-ui/tests/personal-create-input-params.test.js`
- Modify: `ruoyi-ui/tests/corporate-create-input-params.test.js`
- [ ] **Step 1: Update business-type assertions**
In `business-type-history-rate.test.js`, replace old assertions for `新客` with:
```js
;[
['个人新增弹窗', personalCreate],
['企业新增弹窗', corporateCreate]
].forEach(([name, source]) => {
assert(source.includes('label="业务种类"'), `${name} 缺少业务种类`)
assert(source.includes('value="新增"'), `${name} 缺少新增选项`)
assert(source.includes('value="存量新增"'), `${name} 缺少存量新增选项`)
assert(source.includes('value="存量转贷"'), `${name} 缺少存量转贷选项`)
assert(!source.includes('value="新客"'), `${name} 仍保留旧业务种类 新客`)
assert(source.includes("if (value === '存量转贷')"), `${name} 未保持仅存量转贷查询历史合同`)
})
```
- [ ] **Step 2: Add coupon-rate assertions**
In the same test file, add:
```js
;[
['个人新增弹窗', personalCreate],
['企业新增弹窗', corporateCreate]
].forEach(([name, source]) => {
assert(source.includes('label="存单票面利率"'), `${name} 缺少存单票面利率字段`)
assert(source.includes('prop="couponRate"'), `${name} 缺少 couponRate prop`)
assert(source.includes('isCertificatePledge'), `${name} 缺少存单质押条件计算`)
assert(source.includes("this.form.guarType === '质押'") && source.includes("this.form.collType === '存单质押'"), `${name} couponRate 条件不正确`)
assert(source.includes('delete data.couponRate'), `${name} 未在非适用条件删除 couponRate`)
assert(source.includes('存单票面利率不能为空'), `${name} 缺少 couponRate 必填提示`)
})
```
This shared `business-type-history-rate.test.js` is expected to remain failing until both personal and corporate dialogs are updated. Do not use it as a passing checkpoint after only the personal dialog is changed.
- [ ] **Step 3: Update personal-field assertions**
In `personal-create-input-params.test.js`, replace old required assertions for `loanPurpose` and `bizProof` with absence checks:
```js
assert(
!personalCreateDialog.includes('label="贷款用途"') &&
!personalCreateDialog.includes('prop="loanPurpose"') &&
!personalCreateDialog.includes('loanPurpose:'),
'个人新增弹窗不应继续保留贷款用途字段'
)
assert(
!personalCreateDialog.includes('label="是否有经营佐证"') &&
!personalCreateDialog.includes('prop="bizProof"') &&
!personalCreateDialog.includes('bizProof:'),
'个人新增弹窗不应继续保留是否有经营佐证字段'
)
```
Update personal collateral assertion:
```js
assert(
personalCreateDialog.includes("return ['一线', '一类', '二类', '三类']") &&
personalCreateDialog.includes("return ['存单质押', '其他质押']"),
'个人新增弹窗抵质押类型选项未按新口径动态切换'
)
```
- [ ] **Step 4: Update corporate collateral assertions**
In `corporate-create-input-params.test.js`, replace old collateral assertion with:
```js
assert(
corporateCreateDialog.includes("return ['一类', '二类', '三类', '四类', '排污权抵押', '设备等其他不动产抵押']") &&
corporateCreateDialog.includes("return ['存单质押', '股权质押', '其他质押']"),
'企业新增弹窗抵质押类型选项未按新口径动态切换'
)
```
- [ ] **Step 5: Run frontend static tests and confirm failure**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params'
```
Expected: FAIL because the UI is not updated yet.
## Task 2: Update Personal Create Dialog
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue`
- [ ] **Step 1: Change business type options**
Replace the first option:
```vue
<el-option label="新增" value="新增"/>
<el-option label="存量新增" value="存量新增"/>
<el-option label="存量转贷" value="存量转贷"/>
```
- [ ] **Step 2: Remove personal fields from template**
Delete the `贷款用途` form item and its surrounding column. Delete the `是否有经营佐证` form item. Keep `借款期限(年)` and `循环功能`.
If a row becomes single-column, leave it as a normal `el-row` with one `el-col :span="12"`; do not restructure the whole dialog.
- [ ] **Step 3: Remove personal fields from data, rules, and submit payload**
Remove these from `form` initial state and `reset()`:
```js
loanPurpose: undefined,
bizProof: false,
```
Remove `loanPurpose` from `rules`.
Remove this submit conversion:
```js
bizProof: this.form.bizProof ? '1' : '0',
```
Keep:
```js
loanLoop: this.form.loanLoop ? '1' : '0'
```
- [ ] **Step 4: Update personal collateral options**
Change `collateralTypeOptions()` to:
```js
collateralTypeOptions() {
if (this.form.guarType === '抵押') {
return ['一线', '一类', '二类', '三类']
}
if (this.form.guarType === '质押') {
return ['存单质押', '其他质押']
}
return []
}
```
- [ ] **Step 5: Add coupon-rate field**
Add under the collateral row:
```vue
<el-col :span="12" v-if="isCertificatePledge">
<el-form-item label="存单票面利率" prop="couponRate">
<el-input v-model="form.couponRate" placeholder="请输入存单票面利率"/>
</el-form-item>
</el-col>
```
If the row already has two columns, put this field in the same `抵质押信息` area and keep the existing `900px` dialog.
- [ ] **Step 6: Add computed condition and validator**
Add:
```js
isCertificatePledge() {
return this.form.guarType === '质押' && this.form.collType === '存单质押'
}
```
Add a validator in `data()`:
```js
const validateCouponRate = (rule, value, callback) => {
if (this.isCertificatePledge && !value) {
callback(new Error('存单票面利率不能为空'))
return
}
callback()
}
```
Add rule:
```js
couponRate: [
{validator: validateCouponRate, trigger: "blur"}
]
```
- [ ] **Step 7: Add coupon-rate state cleanup**
Add `couponRate: undefined` to `form` initial state and `reset()`.
Add watcher:
```js
'form.collType'() {
this.resetCouponRateIfNotCertificatePledge()
}
```
Add method:
```js
resetCouponRateIfNotCertificatePledge() {
if (!this.isCertificatePledge) {
this.form.couponRate = undefined
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate(['couponRate'])
}
})
}
}
```
Call it at the end of `resetCollateralFields()`.
- [ ] **Step 8: Add submit cleanup and front-end guard**
In `submitForm`, before `this.submitting = true`, add:
```js
if (this.isCertificatePledge && !this.form.couponRate) {
this.$modal.msgWarning("存单票面利率不能为空")
return
}
```
After collateral handling:
```js
if (!this.isCertificatePledge) {
delete data.couponRate
}
```
- [ ] **Step 9: Run personal static tests**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:personal-create-input-params'
```
Expected: PASS. The shared `test:business-type-history-rate` is intentionally not run here because it also asserts corporate changes that are implemented in Task 3.
- [ ] **Step 10: Commit personal frontend changes**
```bash
git add ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue \
ruoyi-ui/tests/personal-create-input-params.test.js
git commit -m "调整上虞对私新增字段口径"
```
## Task 3: Update Corporate Create Dialog
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue`
- Modify: `ruoyi-ui/tests/corporate-create-input-params.test.js`
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- [ ] **Step 1: Change business type options**
Use:
```vue
<el-option label="新增" value="新增"/>
<el-option label="存量新增" value="存量新增"/>
<el-option label="存量转贷" value="存量转贷"/>
```
- [ ] **Step 2: Update corporate collateral options**
Change `collateralTypeOptions()` to:
```js
collateralTypeOptions() {
if (this.form.guarType === '抵押') {
return ['一类', '二类', '三类', '四类', '排污权抵押', '设备等其他不动产抵押']
}
if (this.form.guarType === '质押') {
return ['存单质押', '股权质押', '其他质押']
}
return []
}
```
- [ ] **Step 3: Add coupon-rate field and state**
Mirror the personal dialog implementation:
```vue
<el-col :span="12" v-if="isCertificatePledge">
<el-form-item label="存单票面利率" prop="couponRate">
<el-input v-model="form.couponRate" placeholder="请输入存单票面利率"/>
</el-form-item>
</el-col>
```
Add:
```js
couponRate: undefined
```
to initial `form` and `reset()`.
- [ ] **Step 4: Add computed condition, validator, watcher, and submit cleanup**
Use the same names as personal dialog:
```js
isCertificatePledge() {
return this.form.guarType === '质押' && this.form.collType === '存单质押'
}
```
Use the same `validateCouponRate`, `couponRate` rule, `form.collType` watcher, `resetCouponRateIfNotCertificatePledge`, front-end guard, and:
```js
if (!this.isCertificatePledge) {
delete data.couponRate
}
```
- [ ] **Step 5: Run corporate static tests**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:corporate-create-input-params && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS.
- [ ] **Step 6: Commit corporate frontend changes**
```bash
git add ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue \
ruoyi-ui/tests/corporate-create-input-params.test.js \
ruoyi-ui/tests/business-type-history-rate.test.js
git commit -m "调整上虞对公新增字段口径"
```
## Task 4: Frontend Build and Real Page Verification
**Files:**
- Modify: `doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md`
- [ ] **Step 1: Run all related static tests**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params'
```
Expected: PASS.
- [ ] **Step 2: Run production build**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run build:prod'
```
Expected: PASS and `ruoyi-ui/dist` generated.
- [ ] **Step 3: Start the local app stack**
Use the repository's existing startup scripts if available. If a frontend dev server is needed, run it with Node controlled by `nvm`:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run dev'
```
Record the PID and URL. If the backend also needs restart, use the existing repository backend restart script rather than inventing a new start path.
- [ ] **Step 4: Use Playwright on the real page**
Open the actual local workflow page, not a prototype. Verify:
- Personal create dialog:
- `业务种类` shows `新增/存量新增/存量转贷`.
- `新客` is absent.
- `贷款用途` is absent.
- `是否有经营佐证` is absent.
- `抵押` shows `一线/一类/二类/三类`.
- `质押 + 存单质押` shows `存单票面利率`.
- Leaving `存单票面利率` empty blocks submit.
- Corporate create dialog:
- `业务种类` shows `新增/存量新增/存量转贷`.
- `抵押` shows `一类/二类/三类/四类/排污权抵押/设备等其他不动产抵押`.
- `质押` shows `存单质押/股权质押/其他质押`.
- `质押 + 存单质押` shows `存单票面利率`.
- Leaving `存单票面利率` empty blocks submit.
- History-rate behavior:
- `存量转贷` triggers historical-contract query.
- `新增` and `存量新增` do not trigger historical-contract query.
- [ ] **Step 5: Stop test processes**
Stop any frontend/backend processes started in this task. Verify with:
```bash
ps -ef | rg 'vue-cli-service|ruoyi-admin|RuoYiApplication'
```
Expected: no leftover processes from this test run.
- [ ] **Step 6: Update implementation record**
Append:
```markdown
## 前端实现
- 调整个人/企业新增弹窗业务种类选项为 `新增/存量新增/存量转贷`
- 个人新增弹窗剔除 `loanPurpose``bizProof`
- 按客户类型和担保方式调整抵质押类型选项。
- 新增 `质押 + 存单质押` 下的 `couponRate` 存单票面利率字段、必填校验和提交清理。
## 前端验证
- `npm --prefix ruoyi-ui run test:business-type-history-rate`
- `npm --prefix ruoyi-ui run test:personal-create-input-params`
- `npm --prefix ruoyi-ui run test:corporate-create-input-params`
- `npm --prefix ruoyi-ui run build:prod`
- Playwright 真实页面验证:通过
```
- [ ] **Step 7: Commit frontend verification record**
```bash
git add doc/implementation-report-2026-05-11-shangyu-pricing-field-adjustment.md
git commit -m "记录上虞字段调整前端验证"
```