5b34651e41
新增组件: - CompanyCard.tsx(企业卡片独立组件) - RiskCard.tsx + RiskTimeline.tsx(风险卡片+时间线) - AIWeeklyBrief.tsx(AI 周报 SSE 流式生成) - RiskToastNotifier.tsx(风险预警 toast 轮询推送) - reports/view/[id]/page.tsx(投后报告查看页+导出) 重构: - 企业列表页使用 CompanyCard 组件 - 风险工作台使用 RiskCard 组件 + sonner toast 替换 alert/confirm - 投资人布局添加 RiskToastNotifier 验证: 67 后端测试 + 15 前端路由全部构建成功
148 lines
6.6 KiB
Markdown
148 lines
6.6 KiB
Markdown
# 任务清单 (2-task)
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> 粒度:每个任务 2-5 分钟
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> 状态标记:[ ] 待办 / [~] 进行中 / [x] 完成 / [!] 阻塞
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---
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## Phase 0:项目骨架
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### T0.1 项目目录结构
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- [x] 创建 `frontend/` `backend/` `docs/daily/` `docs/decisions/` 目录
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- [x] 创建 `.gitignore`(Python + Node + IDE + .env)
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- [x] 创建 `.env.example`
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- 验证:目录结构正确
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### T0.2 后端项目初始化
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- [x] `backend/pyproject.toml`(FastAPI + SQLAlchemy + Alembic + Pydantic + pytest)
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- [x] `backend/app/__init__.py`
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- [x] `backend/app/main.py`(FastAPI app 实例 + 健康检查 `/health`)
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- [x] `backend/app/core/config.py`(环境变量配置)
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- [x] `backend/app/core/database.py`(SQLAlchemy engine + session)
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- [x] `backend/tests/__init__.py`
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- [x] `backend/tests/test_health.py`(4 个测试全部 GREEN)
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- 验证:`pytest tests/test_health.py -v` → 4 passed
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### T0.3 前端项目初始化
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- [x] `npx create-next-app@latest frontend`(TypeScript + TailwindCSS 4 + App Router)
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- [x] 安装 lucide-react + recharts + sonner + radix-ui + cva + clsx + tailwind-merge
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- [x] 配置 `globals.css`(oklch 色彩、系统字体、`--radius: 0.625rem`、打印样式)
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- [x] 创建三端布局:`(investor)` 路由组 + `founder/` + `admin/` 目录
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- [x] 创建共享组件:`LoadingSpinner` / `EmptyState` / `HealthScoreBadge`
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- [x] 创建 `lib/utils.ts`(cn 函数)+ `lib/api.ts`(API 客户端)
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- 验证:`pnpm build` → 8 路由全部构建成功
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### T0.4 Docker Compose 开发环境
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- [x] `docker-compose.yml`(PostgreSQL 16 + Redis 7 + Ollama)
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- [x] `backend/Dockerfile`
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- [x] `frontend/Dockerfile`
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- [x] `docker-compose.dev.yml`(开发覆盖:挂载源码 + hot reload)
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- 验证:`docker compose up -d` 全部 healthy
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### T0.5 数据库迁移基座
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- [x] `backend/alembic.ini`
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- [x] `backend/alembic/` 初始化
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- [x] 首个 migration:创建 7 张核心表(tenants/users/companies/monthly_reports/health_scores/risk_events/audit_logs)
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- 验证:`alembic upgrade head` 成功,`\dt` 显示 8 张表
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---
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## Phase 1:MVP 核心功能
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### T1.1 认证与权限
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- [x] `backend/app/models/user.py`(User + Role + Tenant)
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- [x] `backend/app/routers/auth.py`(登录 / 注册 / refresh token)
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- [x] `backend/app/core/security.py`(JWT + 密码哈希)
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- [x] `backend/app/core/permissions.py`(角色级 + 字段级权限中间件)
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- [x] `backend/tests/test_auth.py`(11 tests GREEN)
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- [x] `frontend/src/app/login/page.tsx`(登录表单 + AuthProvider)
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- [x] `frontend/src/lib/auth-context.tsx`(token 管理 + 自动恢复)
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- 验证:登录 → 获取 token → 访问受保护 API ✅
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### T1.2 企业档案管理
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- [x] `backend/app/models/company.py`(CompanyProfile)
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- [x] `backend/app/routers/companies.py`(CRUD + 筛选 + 分页)
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- [x] `backend/app/schemas/company.py`(Pydantic schema)
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- [x] `backend/tests/test_companies.py`(11 tests GREEN)
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- [x] `frontend/src/app/(investor)/companies/page.tsx`(列表 + 搜索 + 分页)
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- [x] `frontend/src/app/(investor)/companies/[id]/page.tsx`(详情页)
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- [x] `frontend/src/components/company/CompanyCard.tsx`(独立组件抽取)
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- 验证:创建企业 → 列表显示 → 详情页可访问 ✅
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### T1.3 月报管理 + AI 解析
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- [x] `backend/app/models/report.py`(MonthlyReport)
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- [x] `backend/app/routers/reports.py`(CRUD + 提交)
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- [x] `backend/app/services/ai_parser.py`(千问 LLM 流式解析)
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- [x] `backend/app/schemas/report.py`
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- [x] `backend/tests/test_reports.py`(7 tests GREEN)
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- [x] `frontend/src/app/(founder)/reports/submit/page.tsx`(创始人提交月报)
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- [x] `frontend/src/app/(investor)/reports/page.tsx`(投资人查看月报)
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- [x] `frontend/src/app/(investor)/reports/[id]/page.tsx`(AI 解析页 SSE 流式)
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- 验证:CRUD + 提交 + AI 解析 ✅
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### T1.4 健康度评分
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- [x] `backend/app/models/health_score.py`(HealthScore)
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- [x] `backend/app/services/health_calculator.py`(四维评分:财务/经营/AI商业化/AI成本)
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- [x] `backend/app/routers/dashboard.py`(聚合查询 + 评分列表)
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- [x] `backend/tests/test_dashboard.py`(4 tests GREEN)+ `test_health_calculator.py`(8 tests GREEN)
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- [x] `frontend/src/components/health/HealthGauge.tsx`(仪表盘组件)
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- [x] `frontend/src/components/health/HealthRadar.tsx`(雷达图组件)
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- [x] `frontend/src/components/health/HealthTrend.tsx`(趋势 sparkline)
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- 验证:自动算分 + 图表 ✅
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### T1.5 投资机构驾驶舱
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- [x] `backend/app/routers/dashboard.py`(聚合数据接口)
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- [x] `backend/tests/test_dashboard.py`(4 tests GREEN)
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- [x] `frontend/src/app/(investor)/dashboard/page.tsx`(驾驶舱首页 KPI + 概览)
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- [x] `frontend/src/components/dashboard/HealthDistribution.tsx`
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- [x] `frontend/src/components/dashboard/RiskSummary.tsx`
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- [x] `frontend/src/components/dashboard/AIWeeklyBrief.tsx`
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- 验证:驾驶舱 + 高级组件 + AI 周报 ✅
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### T1.6 风险预警
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- [x] `backend/app/models/risk.py`(RiskEvent)
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- [x] `backend/app/services/risk_engine.py`(指标越界检测引擎,6 条规则)
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- [x] `backend/app/routers/risks.py`(列表 / 更新 / 删除)
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- [x] `backend/tests/test_risks.py`(6 tests GREEN)+ `test_risk_engine.py`(8 tests GREEN)
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- [x] `frontend/src/app/(investor)/risks/page.tsx`(风险工作台)
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- [x] `frontend/src/components/risk/RiskCard.tsx` + `RiskTimeline.tsx`
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- 验证:CRUD + 状态流转 + 自动检测 ✅
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### T1.7 投后报告
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- [x] `backend/app/routers/reports_export.py`(报告汇总 + JSON 导出)
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- [x] `backend/tests/test_report_export.py`(3 tests GREEN)
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- [x] `frontend/src/app/(investor)/reports/view/[id]/page.tsx`(前端报告查看页)
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- 验证:API 导出 + 前端报告页 ✅
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### T1.8 移动端适配
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- [x] 投资人端响应式:< md Sidebar 折叠为顶部 Header(已有)
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- [x] 创始人端移动布局:卡片流 + 底部导航
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- [x] AI Copilot 浮动对话窗口(底部抽屉式)
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- [x] 风险预警 toast 推送
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- 验证:三端布局 + Copilot + toast ✅
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---
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## 依赖关系
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```
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T0.1 → T0.2 → T0.5 → T1.1 → T1.2 → T1.3 → T1.4 → T1.5
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↓
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T1.6 → T1.7
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T0.3 → T1.2(前端依赖)
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T0.4 → T0.5(DB 依赖 Docker)
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T1.8 依赖 T1.1-T1.7 全部完成
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```
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## 里程碑
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| 里程碑 | 任务 | 预期 |
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| M0:骨架可运行 | T0.1-T0.5 | 1 周 |
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| M1:认证 + 企业档案 | T1.1-T1.2 | 1 周 |
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| M2:月报 + 健康度 | T1.3-T1.4 | 2 周 |
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| M3:驾驶舱 + 风险 | T1.5-T1.6 | 1 周 |
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| M4:报告 + 移动端 | T1.7-T1.8 | 1 周 |
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