docs: add mobile protocol payment parity P1 implementation plan

Six TDD tasks covering backend samplePayments, shared helpers, and
mobile ProtocolSamplePaymentPanel integration.

Co-authored-by: Cursor <cursoragent@cursor.com>
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zlwuandCursor committed 2026-10-13 15:16:32 +08:00
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# 小程序协议单 · 缴费对齐 web(P1)Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** 市场小程序【协议单】细胞存储新建/编辑可配置并保存按样本缴费(对齐 web `SamplePaymentPanel`),详情按样本展示;审核等管理动作仍不开放。
**Architecture:** 后端 `MarketProtocolBody` 增加 `samplePayments`,create/update 复用 `save_sample_payments_for_protocol`,详情返回 bundle。前端移植 web 缴费纯函数到 `mobile-oa-h5`,新增移动端 `ProtocolSamplePaymentPanel`,在 `MarketModuleForm` 挂载;详情 `protocol.js` 按样本卡片展示。
**Tech Stack:** FastAPI + SQLAlchemy;Vue 3 + Vant;`node --test`;`pytest`
**Spec:** `docs/superpowers/specs/2026-10-13-mobile-protocol-payment-parity-design.md`
---
## File map
| 文件 | 职责 |
|------|------|
| `backend/app/schemas/market_mobile.py` | `samplePayments` 白名单 schema |
| `backend/app/services/market_protocol.py` | 详情附带 bundle;create/update 落库 |
| `backend/tests/test_market_protocol_api.py` | API 单测 |
| `mobile-oa-h5/src/market/protocol-sample-payment.js` | 缴费纯函数(移植 web) |
| `mobile-oa-h5/src/market/protocol-sample-payment.test.js` | 单测 |
| `mobile-oa-h5/src/market/form-payload.js` | 保存时带上 `samplePayments` |
| `mobile-oa-h5/src/market/components/ProtocolSamplePaymentPanel.vue` | 移动端缴费面板 |
| `mobile-oa-h5/src/views/market/MarketModuleForm.vue` | 挂载面板 + 校验 |
| `mobile-oa-h5/src/market/modules/protocol.js` | 去掉只读缴费;详情卡片;表单不再用只读三字段顶替 |
---
### Task 1: 后端 Schema 接受 samplePayments
**Files:**
- Modify: `backend/app/schemas/market_mobile.py`
- Modify: `backend/tests/test_market_protocol_api.py`
- [ ] **Step 1: 写失败测试(schema 可解析 samplePayments)**
在 `test_market_protocol_api.py` 追加:
```python
def test_market_protocol_body_accepts_sample_payments():
from app.schemas.market_mobile import MarketProtocolBody
body = MarketProtocolBody.model_validate(
{
'source': 'cell_storage',
'protocolNo': 'P-PAY-1',
'customer': {'motherName': '李四'},
'samplePayments': [
{
'sampleCode': 'S-001',
'payMode': 'dj',
'contractAmount': 20000,
'lumpSumDeadline': '20261231',
'schedules': [
{
'scheduleNo': 1,
'dueAmount': 20000,
'dueDate': '20261231',
}
],
}
],
}
)
assert body.sample_payments is not None
assert len(body.sample_payments) == 1
assert body.sample_payments[0].sample_code == 'S-001'
assert body.sample_payments[0].pay_mode == 'dj'
```
- [ ] **Step 2: 跑测确认失败**
```bash
cd backend && source venv/bin/activate && PYTHONPATH=. pytest tests/test_market_protocol_api.py::test_market_protocol_body_accepts_sample_payments -q
```
Expected: FAIL(`samplePayments` extra forbid 或字段不存在)
- [ ] **Step 3: 实现 schema**
在 `market_mobile.py` 的 `MarketProtocolAttachmentsBody` 后、`MarketProtocolBody` 前增加:
```python
class MarketProtocolPaymentScheduleBody(BaseModel):
model_config = ConfigDict(extra='forbid', populate_by_name=True)
id: Optional[str] = None
schedule_no: Optional[int] = Field(None, alias='scheduleNo')
due_amount: Optional[float] = Field(None, alias='dueAmount')
due_date: Optional[str] = Field(None, alias='dueDate')
schedule_status: Optional[str] = Field(None, alias='scheduleStatus')
transfers: Optional[List[dict]] = None
class MarketProtocolSamplePaymentBody(BaseModel):
model_config = ConfigDict(extra='forbid', populate_by_name=True)
id: Optional[str] = None
sample_code: str = Field(..., min_length=1, alias='sampleCode')
protocol_sample_id: Optional[str] = Field(None, alias='protocolSampleId')
pay_mode: str = Field(..., alias='payMode')
contract_amount: Optional[float] = Field(None, alias='contractAmount')
lump_sum_deadline: Optional[str] = Field(None, alias='lumpSumDeadline')
installment_count: Optional[int] = Field(None, alias='installmentCount')
installment_interval_months: Optional[float] = Field(
None, alias='installmentIntervalMonths'
)
installment_start_date: Optional[str] = Field(
None, alias='installmentStartDate'
)
installment_advance_days: Optional[int] = Field(
None, alias='installmentAdvanceDays'
)
installment_ratios: Optional[List[float]] = Field(
None, alias='installmentRatios'
)
remark: Optional[str] = None
schedules: Optional[List[MarketProtocolPaymentScheduleBody]] = None
```
在 `MarketProtocolBody` 增加:
```python
sample_payments: Optional[List[MarketProtocolSamplePaymentBody]] = Field(
None, alias='samplePayments'
)
```
(若 `extra=forbid` 与 `transfers: List[dict]` 冲突,可将 `transfers` 改为 nested 白名单模型,字段仅 `id/transferType/transferAmount/transferTime/remark/transferAttachments/payStatus` 只读透传——保存服务端会按既有逻辑处理。)
- [ ] **Step 4: 跑测通过**
```bash
cd backend && source venv/bin/activate && PYTHONPATH=. pytest tests/test_market_protocol_api.py::test_market_protocol_body_accepts_sample_payments -q
```
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add backend/app/schemas/market_mobile.py backend/tests/test_market_protocol_api.py
git commit -m "$(cat <<'EOF'
feat(backend): accept samplePayments on market protocol body
Whitelist per-sample payment payload for mobile protocol create/update.
EOF
)"
```
---
### Task 2: 详情返回 samplePayments + create/update 落库
**Files:**
- Modify: `backend/app/services/market_protocol.py`
- Modify: `backend/tests/test_market_protocol_api.py`
- [ ] **Step 1: 写失败测试(创建带缴费 → 详情可见)**
```python
def test_protocol_create_persists_sample_payments(monkeypatch):
from app.services import market_protocol as mp
from app.services.market_protocol import create_protocol, get_protocol
from app.crud import protocol_sample_payment as psp
db = _session()
_masters(db)
# 若 create 依赖附件校验,沿用现有测试的 monkeypatch/合法附件模式
body = _body(
samplePayments=[
{
'sampleCode': 'S-001',
'payMode': 'dj',
'contractAmount': 20000,
'lumpSumDeadline': '20261231',
'schedules': [
{
'scheduleNo': 1,
'dueAmount': 20000,
'dueDate': '20261231',
'scheduleStatus': 'open',
'transfers': [],
}
],
}
]
)
created = create_protocol(
db, body=body, ctx=_ctx('specialist'), user_info=_user('specialist')
)
protocol_id = created['basic']['id']
detail = get_protocol(
db,
source='cell_storage',
protocol_id=protocol_id,
ctx=_ctx('specialist'),
user_info=_user('specialist'),
)
pays = detail.get('samplePayments') or []
assert len(pays) == 1
assert pays[0]['sampleCode'] == 'S-001'
assert pays[0]['payMode'] == 'dj'
assert float(pays[0]['contractAmount']) == 20000
assert pays[0]['schedules'][0]['dueDate'] in ('20261231', '2026-12-31')
```
(实现时按仓库现有 `_user` / monkeypatch 附件辅助函数命名对齐;若 `get_protocol` 签名不同则以文件内现有调用为准。)
- [ ] **Step 2: 跑测确认失败**
```bash
cd backend && source venv/bin/activate && PYTHONPATH=. pytest tests/test_market_protocol_api.py::test_protocol_create_persists_sample_payments -q
```
Expected: FAIL(详情无 `samplePayments` 或未落库)
- [ ] **Step 3: 实现 `_cell_detail` 附带 bundle**
在 `market_protocol.py` 顶部增加 import:
```python
from app.crud import protocol_sample_payment as psp_crud
from app.services import protocol_sample_payment as sp_pay_svc
```
(若项目用 `psp_svc.get_sample_payments_bundle`,与 `collection_protocol.py` 现有引用保持一致。)
改 `_cell_detail`:
```python
def _cell_detail(db: Session, row: BizCollectionProtocol, tenant_no: str) -> dict:
# ... existing party/collection/samples/payment ...
version = int(getattr(row, 'payment_model_version', None) or 1)
sample_payments = []
if version >= 2:
sample_payments = sp_pay_svc.get_sample_payments_bundle(
db, collection_protocol_id=row.id, tenant_no=tenant_no
)
detail = {
# ... existing keys ...
'paymentModelVersion': version,
'samplePayments': sample_payments,
}
_enrich_protocol_detail_labels(db, detail, tenant_no)
return detail
```
- [ ] **Step 4: create/update 落库**
抽取辅助:
```python
def _persist_sample_payments_if_any(
db: Session,
*,
row: BizCollectionProtocol,
body: MarketProtocolBody,
ctx: MarketFieldContext,
) -> None:
if body.source != SOURCE_CELL:
return
if body.sample_payments is None:
return
raw = [p.model_dump(by_alias=True, exclude_none=False) for p in body.sample_payments]
if getattr(row, 'payment_model_version', None) in (None, 0, 1):
row.payment_model_version = 2
db.add(row)
psp_crud.save_sample_payments_for_protocol(
db,
collection_protocol_id=row.id,
tenant_no=ctx.tenant_no,
user_id=ctx.user_id,
sample_payments=raw,
)
```
在 `create_protocol` 细胞分支:`save_samples` 之后、`db.commit()` 之前调用 `_persist_sample_payments_if_any(...)`。
在 `update_protocol` 细胞分支:样本保存之后、`commit` 之前同样调用(仅当 `body.sample_payments is not None`)。
科研捐赠:若请求带 `samplePayments`,`raise ValueError('科研捐赠不支持样本缴费方案')`。
- [ ] **Step 5: 跑测通过**
```bash
cd backend && source venv/bin/activate && PYTHONPATH=. pytest tests/test_market_protocol_api.py::test_protocol_create_persists_sample_payments tests/test_market_protocol_api.py::test_market_protocol_body_accepts_sample_payments -q
```
Expected: PASS
- [ ] **Step 6: Commit**
```bash
git add backend/app/services/market_protocol.py backend/tests/test_market_protocol_api.py
git commit -m "$(cat <<'EOF'
feat(backend): persist and return samplePayments for market protocols
Mobile protocol create/update saves v2 per-sample payments; detail
includes samplePayments for edit hydration.
EOF
)"
```
---
### Task 3: 移动端缴费纯函数 + 单测
**Files:**
- Create: `mobile-oa-h5/src/market/protocol-sample-payment.js`
- Create: `mobile-oa-h5/src/market/protocol-sample-payment.test.js`
- [ ] **Step 1: 写失败测试**
创建 `protocol-sample-payment.test.js`:
```js
import { describe, it } from 'node:test'
import assert from 'node:assert/strict'
import {
calcLastPeriodDueAmount,
shouldAutoFillLastPeriodDue,
applyLumpSumDeadlineToLastDueDate,
availableSamplePayModes,
applyConsolidateRemainingToPayment,
sampleScheduleRequiredFieldsHint,
sampleScheduleDuesMismatchHint
} from './protocol-sample-payment.js'
describe('calcLastPeriodDueAmount', () => {
it('last = contract − priors', () => {
assert.equal(calcLastPeriodDueAmount(20000, [10000, 5000]), 5000)
})
})
describe('shouldAutoFillLastPeriodDue', () => {
it('blocks override/locked', () => {
assert.equal(shouldAutoFillLastPeriodDue({ lastManualOverride: true, lastLocked: false }), false)
})
})
describe('applyLumpSumDeadlineToLastDueDate', () => {
it('writes last dueDate', () => {
const next = applyLumpSumDeadlineToLastDueDate(
[{ scheduleNo: 1, dueDate: '', scheduleStatus: 'open' }],
'20261231',
() => false
)
assert.equal(next[0].dueDate, '20261231')
})
})
describe('availableSamplePayModes', () => {
it('fq can switch to dj/fgd', () => {
assert.deepEqual(availableSamplePayModes({ payMode: 'fq' }), ['fq', 'dj', 'fgd'])
})
})
describe('hints', () => {
it('requires fq amounts', () => {
const hint = sampleScheduleRequiredFieldsHint({
payMode: 'fq',
sampleCode: 'S1',
schedules: [{ dueAmount: null, dueDate: '20261001' }]
})
assert.match(hint, /应缴金额/)
})
})
```
- [ ] **Step 2: 跑测失败**
```bash
cd mobile-oa-h5 && node --test src/market/protocol-sample-payment.test.js
```
Expected: FAIL(模块不存在)
- [ ] **Step 3: 移植实现**
从 `web-admin/src/utils/protocol-sample-payment.ts`(及依赖的 `calcFqInstallmentDueDate` / `DEFAULT_INSTALLMENT_ADVANCE_DAYS`)拷贝为 **纯 ESM JS**(去掉 TypeScript 类型),至少导出:
- `calcLastPeriodDueAmount`
- `shouldAutoFillLastPeriodDue`
- `applyLumpSumDeadlineToLastDueDate`
- `availableSamplePayModes`
- `applyConsolidateRemainingToPayment`
- `applyExpandRemainingToInstallment`
- `samplePaymentHasConfirmedTransfer`
- `sampleScheduleRequiredFieldsHint`
- `sampleScheduleDuesMismatchHint`
- `parsePreferentialPrice`
- `resolvePerSamplePaymentDefaults`
- `sumSampleContractAmounts`
- `protocolTotalMismatchHint`
- `schedulePaidArrears`(若面板展示已缴/欠缴需要)
分期日期计算可内联最小实现(与 web `protocol-payment-installment.ts` 同公式):
```js
export const DEFAULT_INSTALLMENT_ADVANCE_DAYS = 30
export function calcFqInstallmentDueDate(startDate, index, intervalMonths, advanceDays = DEFAULT_INSTALLMENT_ADVANCE_DAYS) {
// 与 web 一致:第 1 期=开始日;后续 = start + index*interval − advanceDays
}
```
- [ ] **Step 4: 跑测通过**
```bash
cd mobile-oa-h5 && node --test src/market/protocol-sample-payment.test.js
```
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add mobile-oa-h5/src/market/protocol-sample-payment.js mobile-oa-h5/src/market/protocol-sample-payment.test.js
git commit -m "$(cat <<'EOF'
feat(mobile-oa-h5): port protocol sample payment helpers
Share web-aligned installment autofill and mode-switch helpers for
mobile protocol forms.
EOF
)"
```
---
### Task 4: form payload 携带 samplePayments + 校验入口
**Files:**
- Modify: `mobile-oa-h5/src/market/form-payload.js`
- Modify: `mobile-oa-h5/src/market/form-payload.test.js`(若无则创建)
- Modify: `mobile-oa-h5/src/market/modules/protocol.js`
- [ ] **Step 1: 测试 payload 保留 samplePayments**
```js
import { describe, it } from 'node:test'
import assert from 'node:assert/strict'
import { pickConfiguredPayload, mergeProtocolSamplePayments } from './form-payload.js'
describe('mergeProtocolSamplePayments', () => {
it('attaches samplePayments for cell_storage', () => {
const base = { source: 'cell_storage', samples: [] }
const pays = [{ sampleCode: 'S1', payMode: 'dj', contractAmount: 1, schedules: [] }]
const out = mergeProtocolSamplePayments(base, pays)
assert.equal(out.samplePayments.length, 1)
})
it('omits for research_donation', () => {
const out = mergeProtocolSamplePayments({ source: 'research_donation' }, [{ sampleCode: 'S1' }])
assert.equal(out.samplePayments, undefined)
})
})
```
- [ ] **Step 2: 实现**
在 `form-payload.js`:
```js
export function mergeProtocolSamplePayments(payload, samplePayments) {
const next = { ...payload }
if (String(next.source || '') !== 'cell_storage') {
delete next.samplePayments
return next
}
if (samplePayments == null) return next
next.samplePayments = sanitizeMarketPayload(samplePayments)
return next
}
```
在 `protocol.js`:
- 删除(或注释替换)只读 payment `formSections` 块;改为不在 `formSections` 里声明支付字段(由面板托管)。
- `detailSections` 细胞存储缴费区改为:若有 `detail.samplePayments`,按样本生成 cards(模式、合同、各期应缴金额/时间);否则回退旧 `payment` 字段。
- [ ] **Step 3: 跑测**
```bash
cd mobile-oa-h5 && node --test src/market/form-payload.test.js src/market/protocol-sample-payment.test.js src/market/module-contracts.test.js
```
Expected: PASS(必要时更新 `module-contracts` 中协议 payment 只读断言)
- [ ] **Step 4: Commit**
```bash
git add mobile-oa-h5/src/market/form-payload.js mobile-oa-h5/src/market/form-payload.test.js mobile-oa-h5/src/market/modules/protocol.js
git commit -m "$(cat <<'EOF'
feat(mobile-oa-h5): wire samplePayments into protocol payload and detail
Drop read-only payment stubs; detail shows per-sample payment cards.
EOF
)"
```
---
### Task 5: ProtocolSamplePaymentPanel 组件
**Files:**
- Create: `mobile-oa-h5/src/market/components/ProtocolSamplePaymentPanel.vue`
- [ ] **Step 1: 创建组件骨架**
Props:
```js
defineProps({
modelValue: { type: Array, default: () => [] }, // samplePayments
samples: { type: Array, default: () => [] }
})
const emit = defineEmits(['update:modelValue'])
```
UI 要求(信息元素齐套,移动端布局):
- `v-for` 每个 payment:标题=样本类型/编码;`van-cell-group`
- 缴费模式:`van-field` + `van-action-sheet` / `van-radio-group`(选项来自 `availableSamplePayModes`)
- 合同金额:`type="number"`
- 趸交:截止时间 `van-field` readonly + `van-calendar`/`van-date-picker`;变更时调用 `applyLumpSumDeadlineToLastDueDate`
- 分期/分改趸:期数、间隔、开始日、提前天数;变更后重建 schedules(逻辑对齐 web `rebuildSchedules`——可在纯函数文件增加 `rebuildSampleSchedules(pay)`)
- 各期:应缴金额、应缴时间;`yjf` 锁定;金额变更时走尾期自动算(同 web `patchSchedule`)
- 模式切换:`showConfirmDialog` 文案对齐 web,成功则 `applyConsolidateRemainingToPayment` / `applyExpandRemainingToInstallment`
- [ ] **Step 2: 样本同步**
`watch(samples)`:按 `sampleCode` 对齐 payments;新增样本用 `resolvePerSamplePaymentDefaults` 建趸交草稿;删除样本移除方案。
- [ ] **Step 3: 最小样式**
使用现有 `market.css` / 卡片类名,与其它 market 表单一致(三墙绿主色)。
- [ ] **Step 4: Commit**
```bash
git add mobile-oa-h5/src/market/components/ProtocolSamplePaymentPanel.vue mobile-oa-h5/src/market/protocol-sample-payment.js
git commit -m "$(cat <<'EOF'
feat(mobile-oa-h5): add ProtocolSamplePaymentPanel for mobile protocol forms
Mobile card UI for per-sample pay modes, schedules, and autofill rules.
EOF
)"
```
---
### Task 6: MarketModuleForm 集成与保存校验
**Files:**
- Modify: `mobile-oa-h5/src/views/market/MarketModuleForm.vue`
- [ ] **Step 1: 挂载面板**
在模板 `MarketFormSection` 列表后(或样本 section 后):
```vue
<ProtocolSamplePaymentPanel
v-if="context.module === 'protocol' && formData.source === 'cell_storage'"
v-model="formData.samplePayments"
:samples="formData.samples || []"
:disabled="formBusy"
/>
```
- [ ] **Step 2: 加载/初始化**
编辑加载详情后:
```js
formData.value.samplePayments = detail.samplePayments || []
```
新建:`samplePayments: []`(面板 watch 样本后补齐)。
- [ ] **Step 3: 保存**
`submit` 中:
```js
let fields = pickConfiguredPayload(contract.value.formSections, formData.value)
fields = mergeProtocolSamplePayments(fields, formData.value.samplePayments)
// 校验
for (const pay of formData.value.samplePayments || []) {
const h1 = sampleScheduleRequiredFieldsHint(pay)
if (h1) { showToast(h1); return }
const h2 = sampleScheduleDuesMismatchHint(pay)
if (h2) { showToast(h2); return }
}
const totalHint = protocolTotalMismatchHint(formData.value.protocolTotalAmount, sumSampleContractAmounts(formData.value.samplePayments || []))
if (totalHint) {
await showConfirmDialog({ title: '提示', message: totalHint })
}
await saveMarketRecord(..., fields)
```
- [ ] **Step 4: 手工冒烟清单**(写入 PR/自测记录)
1. 新建分期尾期自动算
2. 趸交截止日同步
3. fq→fgd 确认并期
4. 保存后详情卡片可见
- [ ] **Step 5: 跑相关测 + commit**
```bash
cd mobile-oa-h5 && node --test src/market/*.test.js
cd ../backend && source venv/bin/activate && PYTHONPATH=. pytest tests/test_market_protocol_api.py -q --tb=line
```
```bash
git add mobile-oa-h5/src/views/market/MarketModuleForm.vue
git commit -m "$(cat <<'EOF'
feat(mobile-oa-h5): integrate sample payment panel into protocol form
Validate and persist samplePayments on cell_storage protocol save.
EOF
)"
```
---
## Spec coverage
| Spec 要求 | Task |
|-----------|------|
| Schema `samplePayments` | 1 |
| create/update 落库 + 详情返回 | 2 |
| 纯函数/自动算/并期 | 3、5 |
| payload + 详情卡片 | 4 |
| 移动端面板 UI | 5 |
| 表单挂载/校验/保存 | 6 |
| 科研不写缴费 | 2、4 |
| 管理动作不开放 | 无改白名单(保持) |
## Self-review
- 无 TBD;函数名前后一致。
- Vue 面板允许实现时按 Vant 现有表单控件微调,但信息元素不得删减。
- `test_protocol_create_persists_sample_payments` 需对齐仓库现有 fixture/monkeypatch 命名(实现时以 `test_market_protocol_api.py` 内成功创建用例为模板复制)。