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feat: 完成三角色工作台及金租对公Skills全流程演示

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NathanAlex7
2026-09-15 10:32:24 +08:00
parent 5f0b1f9409
commit 47ec090345
58 changed files with 2534 additions and 609 deletions
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backend/fixtures/xingbang_demo/business_database.sql
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PRAGMA foreign_keys = ON;
CREATE TABLE corporate_customer (
customer_id TEXT PRIMARY KEY,
customer_name TEXT NOT NULL,
unified_credit_code TEXT NOT NULL UNIQUE,
industry TEXT NOT NULL,
registered_capital REAL NOT NULL,
established_date TEXT NOT NULL,
province TEXT NOT NULL,
risk_level TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE lease_project (
project_id TEXT PRIMARY KEY,
project_name TEXT NOT NULL,
customer_id TEXT NOT NULL REFERENCES corporate_customer(customer_id),
business_type TEXT NOT NULL,
stage TEXT NOT NULL,
manager_name TEXT NOT NULL,
currency TEXT NOT NULL DEFAULT 'CNY',
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE financing_scheme (
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
version_no INTEGER NOT NULL,
facility_amount REAL NOT NULL,
facility_term_months INTEGER NOT NULL,
lease_rate REAL NOT NULL,
deposit_amount REAL NOT NULL,
repayment_frequency TEXT NOT NULL,
status TEXT NOT NULL,
effective_at TEXT NOT NULL,
PRIMARY KEY (project_id, version_no)
);
CREATE TABLE financial_statement (
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
period TEXT NOT NULL,
scope TEXT NOT NULL,
currency_unit TEXT NOT NULL DEFAULT '万元',
total_assets REAL,
total_liabilities REAL,
revenue REAL,
net_profit REAL,
operating_cashflow REAL,
audited INTEGER NOT NULL DEFAULT 0,
updated_at TEXT NOT NULL,
PRIMARY KEY (project_id, period, scope)
);
CREATE TABLE lease_asset (
asset_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
asset_name TEXT NOT NULL,
serial_no TEXT,
supplier TEXT,
quantity INTEGER NOT NULL,
original_value REAL,
appraised_value REAL,
ownership_status TEXT NOT NULL,
location TEXT,
updated_at TEXT NOT NULL
);
CREATE TABLE insurance_policy (
policy_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
asset_id TEXT REFERENCES lease_asset(asset_id),
insurer TEXT NOT NULL,
policy_no TEXT NOT NULL,
insured_amount REAL NOT NULL,
effective_date TEXT NOT NULL,
expiry_date TEXT NOT NULL,
status TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE guarantee_measure (
guarantee_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
guarantee_type TEXT NOT NULL,
guarantor_name TEXT NOT NULL,
guarantee_amount REAL NOT NULL,
status TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE credit_snapshot (
snapshot_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
report_date TEXT NOT NULL,
overdue_count INTEGER NOT NULL,
query_count_6m INTEGER NOT NULL,
adverse_balance REAL NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE legal_case (
case_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
case_type TEXT NOT NULL,
case_status TEXT NOT NULL,
amount REAL NOT NULL,
filing_date TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE repayment_source (
source_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
source_type TEXT NOT NULL,
payer_name TEXT NOT NULL,
annual_amount REAL,
evidence_status TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE TABLE project_document (
document_id TEXT PRIMARY KEY,
project_id TEXT NOT NULL REFERENCES lease_project(project_id),
document_type TEXT NOT NULL,
file_name TEXT NOT NULL,
document_date TEXT,
status TEXT NOT NULL,
storage_ref TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX idx_financial_project ON financial_statement(project_id, period);
CREATE INDEX idx_asset_project ON lease_asset(project_id);
CREATE INDEX idx_credit_project ON credit_snapshot(project_id, report_date);
CREATE INDEX idx_legal_project ON legal_case(project_id);
CREATE INDEX idx_document_project ON project_document(project_id);
INSERT INTO corporate_customer VALUES
('CUS-A','兴华精密制造（演示）','91370000DEMO00001A','装备制造',12000,'2012-05-18','山东','低','2026-09-01T08:30:00+08:00'),
('CUS-B','恒远设备（演示）','91370000DEMO00002B','装备制造',8000,'2016-03-11','山东','中','2026-09-01T08:35:00+08:00'),
('CUS-C','新能服务（演示）','91370000DEMO00003C','新能源服务',5000,'2019-08-26','山东','中','2026-09-01T08:40:00+08:00');
INSERT INTO lease_project VALUES
('DEMO-A','高端数控设备售后回租','CUS-A','售后回租','报告准备','张敏','CNY','2026-07-02T09:10:00+08:00','2026-09-01T09:00:00+08:00'),
('DEMO-B','生产线设备直接租赁','CUS-B','直接租赁','补件中','张敏','CNY','2026-07-18T10:20:00+08:00','2026-09-01T09:05:00+08:00'),
('DEMO-C','分布式能源设备租赁','CUS-C','直接租赁','独立评审','李雯','CNY','2026-06-26T14:15:00+08:00','2026-09-01T09:10:00+08:00');
INSERT INTO financing_scheme VALUES
('DEMO-A',1,3000,36,0.052,300,'按季','生效','2026-08-20T10:00:00+08:00'),
('DEMO-B',1,4800,36,0.056,480,'按月','已替换','2026-08-12T10:00:00+08:00'),
('DEMO-B',2,5000,36,0.055,500,'按月','生效','2026-08-28T10:00:00+08:00'),
('DEMO-C',1,4000,36,0.058,400,'按季','生效','2026-08-16T10:00:00+08:00');
INSERT INTO financial_statement VALUES
('DEMO-A','2024','合并','万元',16500,6900,14200,720,610,1,'2025-04-20T09:00:00+08:00'),
('DEMO-A','2025','合并','万元',18000,7200,15800,860,680,1,'2026-04-22T09:00:00+08:00'),
('DEMO-B','2024','合并','万元',18600,11600,17100,540,420,1,'2025-04-25T09:00:00+08:00'),
('DEMO-B','2025','合并','万元',20000,13200,18200,310,NULL,1,'2026-04-26T09:00:00+08:00'),
('DEMO-C','2024','合并','万元',14800,7600,11600,610,590,1,'2025-04-18T09:00:00+08:00'),
('DEMO-C','2025','合并','万元',16000,8600,12700,680,650,1,'2026-04-19T09:00:00+08:00');
INSERT INTO lease_asset VALUES
('AST-A-01','DEMO-A','五轴加工中心','SN-A-001','北方数控设备有限公司',1,2500,2400,'权属已核验','济南','2026-08-29T11:00:00+08:00'),
('AST-A-02','DEMO-A','精密检测线','SN-A-002','华东检测科技有限公司',1,1900,1800,'权属已核验','济南','2026-08-29T11:05:00+08:00'),
('AST-B-01','DEMO-B','自动装配线','SN-B-001','齐鲁工业装备有限公司',1,3000,2900,'待补发票','青岛','2026-08-30T11:00:00+08:00'),
('AST-B-02','DEMO-B','智能仓储线','SN-B-002','齐鲁工业装备有限公司',1,2700,2500,'权属已核验','青岛','2026-08-30T11:05:00+08:00'),
('AST-B-03','DEMO-B','智能仓储线重复登记','SN-B-002','齐鲁工业装备有限公司',1,0,0,'重复待核验','青岛','2026-08-30T11:06:00+08:00'),
('AST-C-01','DEMO-C','工商业储能系统','SN-C-001','绿色能源设备有限公司',1,5500,5200,'权属已核验','烟台','2026-08-31T11:00:00+08:00');
INSERT INTO insurance_policy VALUES
('POL-A-01','DEMO-A','AST-A-01','示例财产保险公司','POL-DEMO-A-001',4000,'2026-08-01','2027-07-31','有效','2026-08-30T13:00:00+08:00'),
('POL-B-01','DEMO-B','AST-B-01','示例财产保险公司','POL-DEMO-B-001',4500,'2026-08-15','2027-08-14','有效','2026-08-30T13:05:00+08:00'),
('POL-C-01','DEMO-C','AST-C-01','示例财产保险公司','POL-DEMO-C-001',5000,'2026-07-20','2027-07-19','有效','2026-08-30T13:10:00+08:00');
INSERT INTO guarantee_measure VALUES
('GAR-A-01','DEMO-A','保证金','承租人',300,'有效','2026-08-30T14:00:00+08:00'),
('GAR-A-02','DEMO-A','连带责任保证','兴华控股（演示）',3000,'有效','2026-08-30T14:05:00+08:00'),
('GAR-B-01','DEMO-B','保证金','承租人',500,'有效','2026-08-30T14:10:00+08:00'),
('GAR-C-01','DEMO-C','保证金','承租人',400,'有效','2026-08-30T14:15:00+08:00'),
('GAR-C-02','DEMO-C','应收账款质押','新能项目公司（演示）',2600,'材料待补','2026-08-30T14:20:00+08:00');
INSERT INTO credit_snapshot VALUES
('CR-A-202608','DEMO-A','2026-08-31',0,3,0,'2026-09-01T08:00:00+08:00'),
('CR-B-202608','DEMO-B','2026-08-31',0,7,0,'2026-09-01T08:05:00+08:00'),
('CR-C-202608','DEMO-C','2026-08-31',1,11,35,'2026-09-01T08:10:00+08:00');
INSERT INTO legal_case VALUES
('CASE-B-01','DEMO-B','买卖合同纠纷','已结案',80,'2025-11-12','2026-08-28T15:00:00+08:00'),
('CASE-C-01','DEMO-C','执行案件','执行中',120,'2026-05-16','2026-08-28T15:05:00+08:00');
INSERT INTO repayment_source VALUES
('REPAY-A-01','DEMO-A','主营业务回款','核心客户组合',3200,'已提供合同及流水','2026-08-30T16:00:00+08:00'),
('REPAY-B-01','DEMO-B','主营业务回款','下游客户组合',2800,'缺少最新流水','2026-08-30T16:05:00+08:00'),
('REPAY-C-01','DEMO-C','特定项目回款','新能项目公司（演示）',2600,'缺少到账依据','2026-08-30T16:10:00+08:00');
INSERT INTO project_document VALUES
('DOC-A-01','DEMO-A','财务报表','2025年度审计报告.pdf','2026-04-22','已核验','demo://DEMO-A/financial-2025','2026-08-30T17:00:00+08:00'),
('DOC-A-02','DEMO-A','设备清单','租赁物清单.xlsx','2026-08-29','已核验','demo://DEMO-A/assets','2026-08-30T17:05:00+08:00'),
('DOC-B-01','DEMO-B','财务报表','2025年度审计报告.pdf','2026-04-26','已核验','demo://DEMO-B/financial-2025','2026-08-30T17:10:00+08:00'),
('DOC-B-02','DEMO-B','设备清单','设备清单_补充版.xlsx','2026-08-30','待核验','demo://DEMO-B/assets-v2','2026-08-30T17:15:00+08:00'),
('DOC-C-01','DEMO-C','回款依据','项目回款安排说明.docx','2026-08-28','待补充','demo://DEMO-C/repayment','2026-08-30T17:20:00+08:00');
backend/fixtures/xingbang_demo/business_flow_schema.sql
+23
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@@ -0,0 +1,23 @@
-- mini-openclaw 兴邦对公业务演示库：时间追踪扩展
-- 主业务对象继续使用 assistant_objects 的版本化 JSON 合同；本表用于可统计的阶段事件。
CREATE TABLE IF NOT EXISTS business_time_events (
id TEXT PRIMARY KEY,
project_id TEXT NOT NULL,
phase_code TEXT NOT NULL,
phase_name TEXT NOT NULL,
role TEXT NOT NULL CHECK (role IN ('manager', 'reviewer', 'admin', 'system')),
category TEXT NOT NULL CHECK (category IN ('active', 'queue', 'external_wait', 'system')),
status TEXT NOT NULL CHECK (status IN ('running', 'completed', 'cancelled')),
started_at TEXT NOT NULL,
ended_at TEXT,
actor_id TEXT NOT NULL,
source_type TEXT NOT NULL,
source_id TEXT NOT NULL,
detail TEXT NOT NULL DEFAULT '{}'
);
CREATE INDEX IF NOT EXISTS business_time_project_started
ON business_time_events(project_id, started_at);
CREATE INDEX IF NOT EXISTS business_time_role_phase
ON business_time_events(role, phase_code, started_at);
backend/fixtures/xingbang_demo/projects.json
+23 -3
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@@ -3,12 +3,24 @@
"data_domain": "demo",
"projects": [
{
"id": "DEMO-A", "name": "标准制造项目", "customer": "兴华精密制造（演示）", "industry": "装备制造", "stage": "送审前",
"id": "DEMO-A", "name": "标准制造项目", "customer": "兴华精密制造（演示）", "industry": "装备制造", "stage": "报告准备",
"workflow_state": "report_ready", "manager_name": "张敏", "reviewer_name": "王磊",
"timeline_demo": [
{"phase_code":"material_collection","phase_name":"资料收集","role":"manager","category":"active","started_hours_ago":76,"duration_hours":28},
{"phase_code":"pre_review","phase_name":"AI预审","role":"system","category":"system","started_hours_ago":46,"duration_hours":0.12},
{"phase_code":"report_drafting","phase_name":"报告整理","role":"manager","category":"active","started_hours_ago":44,"duration_hours":3.5}
],
"facts": {"facility_amount": "3000", "facility_term": "36", "lease_asset_value": "4200", "operating_cashflow": "680", "financial_assets": "18000", "financial_liabilities": "7200", "due_diligence_liabilities": "7200", "duplicate_asset_count": 0, "credit_overdue_count": 0, "credit_report_date": "2026-08-31"},
"documents": [{"id": "doc-a-fin", "name": "2025年度财务报表.txt", "locator": "第12行"}]
},
{
"id": "DEMO-B", "name": "设备租赁项目", "customer": "恒远设备（演示）", "industry": "装备制造", "stage": "送审前",
"id": "DEMO-B", "name": "设备租赁项目", "customer": "恒远设备（演示）", "industry": "装备制造", "stage": "补件中",
"workflow_state": "supplementing", "manager_name": "张敏", "reviewer_name": "王磊",
"timeline_demo": [
{"phase_code":"material_collection","phase_name":"资料收集","role":"manager","category":"active","started_hours_ago":118,"duration_hours":31},
{"phase_code":"pre_review","phase_name":"AI预审","role":"system","category":"system","started_hours_ago":85,"duration_hours":0.16},
{"phase_code":"supplement_wait","phase_name":"等待补件","role":"manager","category":"external_wait","started_hours_ago":82}
],
"facts": {"facility_amount": "5000", "facility_term": "36", "lease_asset_value": "5400", "operating_cashflow": null, "financial_assets": "20000", "financial_liabilities": "13200", "due_diligence_liabilities": "12800", "duplicate_asset_count": 1, "credit_overdue_count": 0, "credit_report_date": "2026-08-31"},
"documents": [
{"id": "doc-b-fin", "name": "2025年度财务报表.xlsx", "locator": "资产负债表!F18"},
@@ -17,7 +29,15 @@
]
},
{
"id": "DEMO-C", "name": "回款依赖项目", "customer": "新能服务（演示）", "industry": "新能源服务", "stage": "送审前",
"id": "DEMO-C", "name": "回款依赖项目", "customer": "新能服务（演示）", "industry": "新能源服务", "stage": "独立评审",
"workflow_state": "under_review", "manager_name": "李雯", "reviewer_name": "赵峰", "reviewer_id": "demo-reviewer",
"timeline_demo": [
{"phase_code":"material_collection","phase_name":"资料收集","role":"manager","category":"active","started_hours_ago":176,"duration_hours":38},
{"phase_code":"pre_review","phase_name":"AI预审","role":"system","category":"system","started_hours_ago":136,"duration_hours":0.14},
{"phase_code":"report_drafting","phase_name":"报告整理","role":"manager","category":"active","started_hours_ago":132,"duration_hours":4.2},
{"phase_code":"review_queue","phase_name":"评审排队","role":"reviewer","category":"queue","started_hours_ago":126,"duration_hours":26},
{"phase_code":"independent_review","phase_name":"独立评审","role":"reviewer","category":"active","started_hours_ago":98}
],
"facts": {"facility_amount": "4000", "facility_term": "36", "lease_asset_value": "5200", "operating_cashflow": "650", "financial_assets": "16000", "financial_liabilities": "8600", "due_diligence_liabilities": "8600", "duplicate_asset_count": 0, "credit_overdue_count": 0, "credit_report_date": "2026-08-31", "collection_dependency": true, "collection_evidence": null},
"documents": [{"id": "doc-c-dd", "name": "回款安排说明.txt", "locator": "第4段"}]
}