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汇总/分析卡按用户口径对齐：销售统计仅本人；隐藏面向管理的组合分析

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- countsByStatus 支持 assessorId 过滤；summary 端点对销售按 JWT.uid 强制本人统计
- 看板汇总卡销售看本人(我的评估/被驳回/我的待风控/我的已通过)
- 预测准确度/驳回Top/到期/超时 仅风控与管理层展示，销售不再看到跨人数据
This commit is contained in:
freedakgmail
2026-06-13 19:50:49 +08:00
parent a3906fc1b6
commit aff293d40e
4 changed files with 34 additions and 18 deletions
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web/src/api/client.ts
+4 -3
View File
@@ -465,9 +465,10 @@ export interface AssessmentSummary {
readonly archived?: number;
}
/** 获取各状态评估数统计。 */
export async function fetchSummary(): Promise<AssessmentSummary> {
return request<AssessmentSummary>('GET', '/api/assessments/summary');
/** 获取各状态评估数统计。销售传本人 assessorId 则按本人统计（服务端对销售亦强制本人）。 */
export async function fetchSummary(assessorId?: string): Promise<AssessmentSummary> {
const q = assessorId !== undefined && assessorId !== '' ? `?assessorId=${encodeURIComponent(assessorId)}` : '';
return request<AssessmentSummary>('GET', `/api/assessments/summary${q}`);
}
/** 评估详情响应。 */
web/src/pages/Dashboard.tsx
+15 -10
View File
@@ -146,7 +146,7 @@ export function Dashboard(): JSX.Element {
}, [loadList]);
const loadAux = useCallback(() => {
fetchSummary().then(setSummary).catch(() => undefined);
fetchSummary(scopeAssessorId).then(setSummary).catch(() => undefined);
const todoStatus = TODO_STATUS[role];
if (todoStatus !== undefined) {
fetchAssessmentsPage({ page: 1, pageSize: 50, status: todoStatus, ...(scopeAssessorId !== undefined ? { assessorId: scopeAssessorId } : {}) })
@@ -155,11 +155,15 @@ export function Dashboard(): JSX.Element {
} else {
setTodoItems([]);
}
// 告警数据
fetch(`${API_BASE}/api/assessments/expiring`).then((r) => r.json()).then(setExpiring).catch(() => setExpiring([]));
fetch(`${API_BASE}/api/assessments/overdue`).then((r) => r.json()).then(setOverdue).catch(() => setOverdue([]));
fetch(`${API_BASE}/api/reject-reason-stats`).then((r) => r.json()).then(setRejectStats).catch(() => setRejectStats([]));
fetch(`${API_BASE}/api/accuracy`).then((r) => r.json()).then(setAccuracy).catch(() => undefined);
// 组合分析（准确度/驳回Top/到期/超时）面向风控与管理层；销售视图不展示（避免跨人数据）。
if (role === '商务/销售') {
setExpiring([]); setOverdue([]); setRejectStats([]); setAccuracy({ count: 0, avgPredictedPct: null, avgActualPct: null, avgDeviationPct: null, bias: null });
} else {
fetch(`${API_BASE}/api/assessments/expiring`).then((r) => r.json()).then(setExpiring).catch(() => setExpiring([]));
fetch(`${API_BASE}/api/assessments/overdue`).then((r) => r.json()).then(setOverdue).catch(() => setOverdue([]));
fetch(`${API_BASE}/api/reject-reason-stats`).then((r) => r.json()).then(setRejectStats).catch(() => setRejectStats([]));
fetch(`${API_BASE}/api/accuracy`).then((r) => r.json()).then(setAccuracy).catch(() => undefined);
}
// 草稿箱（仅销售展示）：列出当前用户的向导草稿。
if (role === '商务/销售') {
listDrafts(user?.id ?? undefined).then(setDrafts).catch(() => setDrafts([]));
@@ -318,11 +322,12 @@ export function Dashboard(): JSX.Element {
];
const todoCount = summary.byStatus[TODO_STATUS[role] ?? ''] ?? 0;
const isSales = role === '商务/销售';
const summaryItems = [
{ label: '全部评估', value: summary.total, tone: colorVar('color.brand.primary') },
{ label: '我的待办', value: todoCount, tone: colorVar('color.risk.high') },
{ label: '待风控', value: summary.byStatus.pending_risk_review ?? 0, tone: colorVar('color.risk.medium') },
{ label: '已通过', value: summary.byStatus.approved ?? 0, tone: colorVar('color.risk.low') },
{ label: isSales ? '我的评估' : '全部评估', value: summary.total, tone: colorVar('color.brand.primary') },
{ label: isSales ? '被驳回(待处理)' : '我的待办', value: todoCount, tone: colorVar('color.risk.high') },
{ label: isSales ? '我的待风控' : '待风控', value: summary.byStatus.pending_risk_review ?? 0, tone: colorVar('color.risk.medium') },
{ label: isSales ? '我的已通过' : '已通过', value: summary.byStatus.approved ?? 0, tone: colorVar('color.risk.low') },
];
const pageTitle = role === '风控' ? '待办审核' : role === '管理层' ? '待办审批' : '评估历史';