Commit Graph

41 Commits

Author SHA1 Message Date
Hermes Agent
a82c5b3cca fix: align retention cleanup across notifications logs and share telemetry 2026-06-18 15:20:16 +08:00
Hermes Agent
9a8ad91216 fix: stop exposing portal tokens across payment URLs and storage 2026-06-18 15:04:46 +08:00
Hermes Agent
c07c998204 fix: enforce admin role on backend order and audit routes 2026-06-18 14:36:38 +08:00
Hermes Agent
444fc8a530 fix: restrict portal report paths to trusted directories 2026-06-18 14:28:04 +08:00
Hermes Agent
246f21c7f2 feat(review): land unified remediation and rules evidence closure
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2026-06-18 10:21:38 +08:00
Hermes Agent
f5e7098c50 fix(landing+pricing): A) consult form privacy note + B) pricing page copy sync
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A) 首页咨询表单加隐私说明 (admin/routes/web_public.py):
  - 在表单标题下方加 .consult-privacy 框:
    '🔒 这些输入只用于判断要不要复核你的方案, 不会留底、不会用于生成方案、不会发邮件推销。
     如果你决定不进入付费方案, 提交的资料不会保存到我们的数据库。'
  - 在表单下方加 .consult-privacy-tail:
    '不会收到营销短信, 提交后你也可以随时要求删除已填资料。'
  - 新增 CSS: .consult-privacy (薄荷绿底+边框) / .consult-privacy-tail (灰色脚注)
  - 设计意图: 不抢眼但能看见, 用浅色背景与表单区分, 不影响主 CTA 视觉权重

B) 套餐页 /pricing 同步'复核免费 / 方案付费' 口径:
  - lead 文案加 <strong>复核现有方案本身免费</strong> (放在最前面)
  - consult-summary 内加 consult-reassure 框:
    '💡 如果你还没决定, 先做一次免费复核, 再决定要不要进入付费方案。'
  - summary 副卡加 summary-reassure:
    '🔒 还没下单前, 提交的基本情况仅用于判断是否需要复核, 不会留底。'
  - trust-proof 1 号卡: '先审计再决定' → '复核免费 / 方案付费'
  - trust-band 3 号卡: '合规入口可见' → '复核免费 / 方案付费' (新增回流入口)
  - 49元档 eyebrow: '快速校验' → '复核 / 风险' (强调只审不改)
  - 99元档 eyebrow: '完整规划' → '生成 / 完整' (强调生成动作)
  - 199元档 eyebrow: '深度辅导' → '生成 / 深度'
  - 49元档 desc: 加'不会重新生成志愿表 (生成需选 99 元)' 边界
  - 99元档 desc: 加'方案生成与详细报告在支付后启动' 边界
  - 199元档 desc: 加'在 99 元完整方案基础上提供多轮修订和深度解释'
  - 49元档 CTA: '先做快速审核' → '先做付费审核' (用'付费'反衬'免费复核')
  - 99元档 CTA: '立即开始完整规划' → '支付并启动方案生成'
  - 199元档 CTA: '了解深度辅导' (保持)
  - 49元档 features: 加'不重新生成志愿表(生成需选 99 元)' 边界
  - 199元档 features: 加'包含 99 元完整方案的所有交付'
  - FAQ 加 '复核是免费的吗?包含什么?' (明确边界: 复核免费/审核报告 49/完整方案 99起)
  - 99元 FAQ 加 '99 元是生成一份完整方案的价格, 不是查看价格' 避免误解
  - notice 提示: '先做一次免费复核' 引导 + 保留 49/99 路径建议

新增测试断言:
  - 首页: '不会留底' / '不会用于生成方案' / '不会发邮件推销' / '不会收到营销短信' (4 条)
  - 套餐页: '复核现有方案本身免费' / '复核免费 / 方案付费' / 'href="/#consult-box"' /
    '先做一次免费复核' / '先做付费审核' / '支付并启动方案生成' / '复核 / 风险' /
    '生成 / 完整' / '生成 / 深度' / '不会重新生成志愿表' / '支付后启动' /
    '复核是免费的吗?包含什么?' / '还没决定' (13 条)
  - 套餐页反向断言: '先做快速审核' / '立即开始完整规划' / '先审计再决定' / '快速校验' (4 条)

验证:
  - pytest 22 passed (test_web_public + test_order_status_page + test_web_public_alipay_sim_e2e)
  - ruff check: All checks passed
  - 真实 HTTP 端到端 17/17 断言 OK (A 6 条 + B 20 条旧移除+新命中)
  - Playwright vision 验证:
    A) 首页隐私说明: 上下双向布局, 浅色克制, 覆盖'用途/营销/删除'三要素 
    B) 套餐页: lead/eyebrow/CTA/FAQ 5 处引导回首页 全部对齐'复核免费/方案付费' 
2026-06-17 22:38:42 +08:00
Hermes Agent
81dbaddaea fix(landing): align copy to '复核免费 / 方案付费' (no 免费咨询 promise)
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用户最新反馈: 首页不应承诺'免费咨询'; 复核现有方案是免费的, 完整方案
生成和深度辅导需在支付后启动。咨询入口只用于快速问询, 不是承诺
免费生成方案。

文案改动 (admin/routes/web_public.py):
- hero-note: '咨询本身免费' → '复核现有方案本身免费; 新方案生成与深度辅导在支付后启动'
- 咨询表单标题: '先告诉我们你的基本情况' → '告诉我们你的基本情况'
- 咨询表单副标题: '判断 + 适合路径' → '判断 + 说明后续可走步骤, 复核本身免费; 新方案生成与深度辅导在支付后启动'
- 当前目标 placeholder: '先审计现有方案' → '先复核现有方案'
- 补充说明 placeholder: '想先看风险' → '想先看有没有明显风险'
- 主按钮: '获取推荐路径' → '获取复核与推荐'
- 次按钮: '直接看套餐' → '直接看付费套餐'
- hero-trust 1 号卡: '先审计后规划' → '复核免费 / 方案付费'
- hero-points lead: '先做审核' → '先做免费复核'; '再决定是否进入完整规划' → '再决定是否进入付费的完整规划'
- 服务流程 01 步: '选择服务深度' → '先判断入口'  ('方案复核(免费) vs 完整方案/深度辅导(付费)')
- 服务流程 02 步: '避免在支付前被长表单劝退' → '选完整方案或深度辅导时, 先填最小信息后再支付'
- 服务流程导语: '比空泛地说智能系统已接入更重要' → '复核免费, 方案生成和深度辅导需付费'
- 底部 CTA 标题: '先看套餐, 再决定是否立即下单' → '已有方案? 先免费复核; 明确要做? 看付费套餐'
- 底部 CTA 副标题: '如果你已经明确要做完整方案, 可以直接进入 99 元方案页' → '如果已经拿到一版方案, 可先做一次免费复核; 明确要完整方案或深度辅导, 可直接进入套餐页'

测试更新 (admin/tests/test_web_public.py):
- 移除对'咨询本身免费' / '先审计后规划' / '先告诉我们你的基本情况' / '获取推荐路径' / '先看套餐' 的正向断言
- 改为反向断言 (确保旧文案已清除) + 新口径的正向断言
- 新增 9 条新口径断言: '复核现有方案本身免费' / '新方案生成与深度辅导在支付后启动' /
  '复核免费 / 方案付费' / '获取复核与推荐' / '直接看付费套餐' / '方案复核(免费)' /
  '深度辅导(付费)' / '已有方案? 先免费复核' / '告诉我们你的基本情况'

验证:
- pytest 22 passed (test_web_public + test_order_status_page + test_web_public_alipay_sim_e2e)
- 真实 HTTP 19/19 文案断言全部 OK (旧文案已清除, 新文案已上线)
- Playwright 截图 vision 验证: 5/5 触点对齐口径 (hero CTA / hero-note / 咨询表单 /
  hero-trust 1 号卡 / 服务流程 + 底部 CTA)
2026-06-17 22:11:31 +08:00
Hermes Agent
f420301571 fix(plan-b): align landing CTAs to 立即咨询/查看套餐 + fix mobile sticky bottom
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A) 首页 hero CTAs 改成方案 B 原意:
  - 旧: 立即咨询 (secondary) + 先做快速审核 (primary)
  - 新: 立即咨询 (primary) + 查看套餐 (primary) — 两个并列主 CTA
  - hero-note 从'适合已经拿到一版方案' 改为'咨询本身免费, 不必先付款'

B) 资料页移动端关键操作按钮改为 fixed 底部:
  - 把 .wizard-actions 移出 <form>, 让它成为所有 step-panel 的同级元素
  - 移动端 (max-width: 980px) 用 position: fixed 而非 sticky
  - safe-area-inset-bottom 适配 iPhone 刘海/灵动岛
  - 主面板 padding-bottom: 168px 防止按钮遮挡最后内容
  - 桌面端 (desktop) 仍保留 sticky 行为, 不影响长内容阅读

测试覆盖:
  - test_public_landing_page_served: 更新断言验证两个主 CTA 均为 btn-primary,
    旧'先做快速审核' 已移除, 新'咨询本身免费' 文案已加入
  - test_info_page_wizard_actions_outside_form_for_sticky_bottom: 验证
    .wizard-actions 在 </form> 之后 (sibling 关系), 按钮文案齐全, safe-area 适配

Playwright 验证:
  - scroll=0/800/1500 时, wizard-actions 始终在 viewport y=622-844 (固定底部)
  - vision 验证: 顶部缺失项提示 + 底部 3 个主操作按钮 (上一步/下一步/保存草稿) 全部可见

测试结果: 22 passed (test_web_public + test_order_status_page + test_web_public_alipay_sim_e2e)
ruff: All checks passed
2026-06-17 21:50:06 +08:00
Hermes
38f74bd1f1 feat(portal): add payment-success intermediate page + status/info copy
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After successful payment, the gateway now lands users on an
intermediate 'payment-success' page that explains next steps
(continue intake, or jump to status) before they continue into
the live status view. This is a product-experience improvement
over the old direct /status redirect and was already staged in
uncommitted web_public work; this commit lands the matching test
assertions and copies.

Changes:
- admin/routes/web_public.py
  * /portal/{token}/payment-success route + _render_payment_success_page
  * payment_return_page now redirects to /payment-success (303)
  * landing_page renders a 'consult' quick-intake card
- admin/tests/test_web_public.py
  * test_payment_return_redirects_to_payment_success_page
  * test_payment_success_page_served_after_paid_order
  * landing/pricing/info/status copy assertions
- admin/tests/test_order_info_form.py
  * assert the 'still need to fill' reminder renders
- admin/tests/test_order_status_page.py
  * test_info_required_status_page_emphasizes_continue_intake
  * assert '查看报告' / '查看当前进度' on delivered/processing status
- admin/tests/test_web_public_alipay_sim_e2e.py
  * accept the new /payment-success intermediate page
- tests/test_cli_doctor_phase3.py
  * drop unused pytest import (ruff F401)

Verification:
- focused alipay_sim E2E: 1 passed
- dev-verify full gate: all checks passed (ruff / mypy / pytest / coverage / benchmark)
2026-06-17 18:50:08 +08:00
Hermes Agent
25a84c426b feat(admin): add hidden dashboard seed-order tools
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- add hidden dev-only seed endpoint /api/admin/orders/dev-seed
  - overdue_pending_once: create one 2-day-old pending order with draft intake
  - cleanup_demo_seed: delete demo-tagged seeded orders
- restrict hidden seed route to non-prod env
- avoid decrypting all orders during cleanup; query ids/tags directly from SQL
- dashboard hidden entry:
  - title id=dashboard-title
  - dev-seed-panel hidden by default
  - opens via 5 title clicks or ?seed-tools=1
  - buttons: 补 1 笔超时待办 / 清理演示造数
- dashboard JS:
  - postDevSeed()
  - panel show/hide
  - refresh dashboard after seed/cleanup
- tests:
  - route auth + create/cleanup flow
  - dashboard HTML/JS structure assertions
  - admin UI page exposes hidden entry markup
- verification:
  - pytest 69 passed
  - browser: ?seed-tools=1 展开面板, 补造后 pending=8 overdue=1 missing=8, 清理后恢复 pending=7 overdue hidden
2026-06-17 10:42:14 +08:00
Hermes Agent
fd7174a70e feat(stats+dashboard): expand pending_orders into 3 actionable dimensions
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## 后端 admin/stats.py
- compute_summary 在单条聚合 SQL 中加两个新字段:
  - pending_overdue_24h: status='pending' AND created_at < (now - 24h)
    (超时未付,需主动催付)
  - pending_missing_intake: status='pending' AND
    (order_intakes 无记录 OR order_intakes.status='draft')
    (资料待补,需主动跟进)
- LEFT JOIN order_intakes AS i ON i.order_id = orders.id
- 关键 bug 修复: SQL ? 顺序与参数顺序必须匹配,
  (overdue_cutoff 在 IN 子句后) 之前误用 (overdue_cutoff, *_REVENUE_STATUSES)
  导致 overdue_cutoff datetime 字符串误入 IN 子句,
  'completed' 误入 created_at < ? 子句, 收入少算 30%。
  已修正为 (*_REVENUE_STATUSES, overdue_cutoff)
- 列名全部限定为 orders.status / orders.created_at,避免与 i.status 歧义

## 前端 admin/static/dashboard.html
- KPI 4 待处理订单卡加 .pending-breakdown 区域
- 两个 pill 标签: pending-tag-overdue(红色,超时) + pending-tag-missing(橙色,资料待补)
- 仅在对应字段 > 0 时才显示
- CSS .pending-tag[hidden] { display: none; } 确保 hidden 属性生效

## 前端 admin/static/dashboard.js
- renderSummary 新增 pending_overdue_24h / pending_missing_intake 渲染
- 至少一个非零才展开 breakdown 区域

## 测试
- conftest.py orders_db fixture 同时建 order_intakes 表,避免 LEFT JOIN 缺表
- test_routes_stats_dashboard.py:
  - test_dashboard_empty_db_shape 锁住 summary 必须含 12 字段
  - test_dashboard_summary_pending_orders 更新 revenue 期望 (paid + serving 计入)
  - 新增 test_dashboard_summary_pending_overdue_24h (2天前 vs 12h前)
  - 新增 test_dashboard_summary_pending_intake (submitted/draft/无 intake 4 种组合)
- test_app.py 加 pending-breakdown 结构断言
- pytest 52 passed

## 真实环境验证
- admin/test-pass-123 登录后:
  pending=7 overdue=0 missing_intake=7
- 视觉验证: KPI 4 显示 '7' 主值 + '资料待补 7' 橙色 pill
  '超时' pill 因 overdue=0 自动隐藏
- 数据一致性: by_status.pending=7 与 summary.pending_orders=7 一致
2026-06-16 21:48:18 +08:00
Hermes Agent
ca80d7ba0e feat(stats): add pending_orders to dashboard summary
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- admin/stats.py compute_summary 在单条聚合 SQL 中加 pending_orders 字段
  (status = 'pending' 计数),与 total_orders / total_revenue_cents 共用一条 SQL
- 修复 dashboard '待处理订单' KPI 4 一直显示 0 的问题
- 前端 dashboard.js 已读 summary.pending_orders ?? 0,无需改动
- 测试:
  - test_routes_stats_dashboard.py 加 test_dashboard_summary_pending_orders
    (3 pending + 2 paid + 1 serving + 1 refunded 验证 pending=3、revenue=30000、
    by_status.pending=3 与 summary.pending_orders 一致)
  - test_routes_stats_dashboard.py test_dashboard_empty_db_shape 更新 key 集
  - test_app.py test_create_app_bootstraps_orders_schema summary 等式加 pending_orders: 0
- 真实环境验证:admin/test-pass-123 登录后 11 orders / 7 pending 与 by_status 一致
2026-06-16 21:16:39 +08:00
Hermes Agent
1111bec32a feat(frontend): overhaul /dashboard layout, status badge, and empty states
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- /dashboard 顶部加 system-status 徽章:尚未连接 / 已连接 / 异常 三态,背景渐变 + 圆点 + 元数据
- 顶部右侧加 quick-refresh / quick-logout 两个语义化动作
- 头部把原 3 个内嵌链接改成 quick-links pill 行,更专业
- 登录区加 id=login-form 与 aria-label,登录成功后自动折叠
- KPI 4 卡:订单数/收入/后台可登录用户/待处理订单
  - 每张卡片有 pill 标签与 data-card 钩子
  - 订单/收入两张卡加 spark 骨架线,登录后变 loaded
  - 空状态文案统一为「登录后查看 · 」
- 趋势图与 3 个分布图统一加 chart-empty 组件,未加载/无数据时显示占位
- JS:
  - 加 setStatus / setChartEmpty / markCardsLoading / markCardsEmpty
  - 失败或登出时统一清空所有图表并重置为占位
  - renderBarChart 在 dataMap 全为 0 时自动走空状态
  - 保留 sessionStorage,保留 localStorage 黑名单
  - 修复 pending_orders 的算式 bug
- 测试:test_app.py 加 system-status / quick-links / data-card / chart-empty / spark 等新结构断言,锁住产品化文案
2026-06-16 20:33:06 +08:00
Hermes Agent
a957b39cc0 feat(frontend): harden home CTA, Portal, public, and admin pages
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- Landing: 主 CTA “先做快速审核” 升级为主按钮,移除多余的次按钮,添加 hero-note 与 hero-divider 让首屏节奏更稳
- Landing: hero-points 收口为 3 个差异化卖点,第 1 个加 lead 背景,右侧风险卡降饱和、避免压过主 CTA
- Landing: 删去旧“志愿方案审计更聚焦/先下单后补资料/站内可追踪交付”重复卡片
- Public: /privacy /service-terms /deletion-policy 接 portal-ui.css 并改成双段 panel + 列表结构
- Portal: /portal/{token}/notifications /portal/{token}/deletion-request 接 portal-ui.css 与新的工具条 / 表单字段化
- Admin: /admin/orders/new 接 portal-ui.css,添加“人工补录更直接/与后台订单主链一致/字段业务语义化”信任块
- Admin: /admin/notifications /admin/ops-alerts 接 portal-ui.css,添加 meta-grid 摘要并把 “payload / details” 改名为“通知内容摘要 / 详细上下文”
- Tests: 锁住 shared CSS、关键产品化文案、Portal 与 admin 页结构断言
2026-06-16 20:12:58 +08:00
Hermes Agent
a86bd08281 feat(frontend): polish landing, pricing, and checkout conversion pages
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2026-06-16 17:14:51 +08:00
Hermes Agent
40ee7f4dc0 feat(frontend): complete local UI remediation for web, portal, and dashboard
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2026-06-16 15:02:01 +08:00
Hermes Agent
9d239fe2c3 feat(t12): harden public checkout and add admin manual order page
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2026-06-16 12:16:45 +08:00
Hermes Agent
becb86e672 fix(admin): add admin alias routes and dashboard entry
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2026-06-16 08:57:47 +08:00
Hermes Agent
c03ed7a4ba feat(web): tighten portal privacy and cleanup flows
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2026-06-15 21:24:55 +08:00
Hermes Agent
deee5e538a feat(ops): wire SMTP/IM alert sinks and tighten intake validation
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2026-06-15 19:36:47 +08:00
Hermes Agent
eb06990b82 feat(t12): add multi-file upload limits and ops alert monitoring surfaces
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2026-06-15 19:01:21 +08:00
Hermes Agent
bf7cce90f9 feat(ops): add admin ops alert audit and watchdog alert sink
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2026-06-15 18:17:30 +08:00
Hermes Agent
f4aacc1795 feat(t12): turn intake form into 5-step wizard
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2026-06-15 17:39:42 +08:00
Hermes Agent
6e14a2fc17 feat(t12): add admin notification audit page for production operations
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2026-06-15 17:31:51 +08:00
Hermes Agent
bfe6ad16a7 feat(t12): add portal notification audit page and richer intake summary
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2026-06-15 17:20:00 +08:00
Hermes Agent
d24901b88e feat(t12): expand structured intake wizard and status summary
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2026-06-15 17:08:25 +08:00
Hermes Agent
b965dc2863 feat(t12): add portal attachment upload for self-service intake
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2026-06-15 16:26:26 +08:00
Hermes Agent
7fabc23715 fix(t12): close payment delivery and governance remediation
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2026-06-15 11:39:31 +08:00
Hermes Agent
3158bb839c fix(payments): close refund domain loop on order side
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2026-06-15 09:21:45 +08:00
Hermes Agent
98b50893e2 feat: auto-queue submitted portal orders
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2026-06-14 23:15:05 +08:00
Hermes Agent
7fe4ddcbc4 feat: harden T12 backup and portal workflows
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2026-06-14 23:12:18 +08:00
Hermes Agent
9d1a6a11b0 feat: harden delivery and deletion workflows
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2026-06-14 20:37:39 +08:00
Hermes Agent
fe11e429b9 feat: add local alipay provider acceptance path
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2026-06-14 20:21:46 +08:00
Hermes Agent
b53e791aff feat: add payment return portal redirect
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2026-06-14 19:40:02 +08:00
Hermes Agent
08148fe282 feat: add consent gating and dev verify
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2026-06-14 13:02:03 +08:00
Hermes Agent
a128fcda0d feat: tighten portal delivery gating and add compliance baselines
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2026-06-14 10:44:04 +08:00
Hermes Agent
d0ff5b5fe7 feat: gate serving on submitted intake 2026-06-14 10:38:04 +08:00
Hermes Agent
8ae25245cf test: add alipay sim user e2e flow
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2026-06-14 09:56:14 +08:00
Hermes Agent
e7706e3b11 chore: harden real payment onboarding gate
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2026-06-14 06:50:21 +08:00
Hermes Agent
cb9728fb4e feat: complete web self-service mvp flow
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2026-06-14 05:26:27 +08:00
Hermes Agent
3f46811e49 release: cut v2.1
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2026-06-13 14:49:58 +08:00