SNAPSHOT W7 已部署稳定态 — 凯迪ERP+OA一体化平台 (MET 73.3%)

恢复点(restore point)。别人改崩后可 git reset --hard 回到此提交。

== 此快照内容 ==
- 后端 oa-backend: 734 控制器 / 711 实体 (Spring Boot 3.2.5 + SQLite, 端口8091)
- 前端 modern-ui/app: Vue3+Vite, 约700页 (构建产物已在 oa-backend/src/main/resources/static)
- 数据库 oa-backend/data/oa.db: 含全部演示数据 (强制入库, 6.6MB)
- 交接文档 go.md + go-code-reference/endpoints/entities/database.md
- 多代理建设脚本 .claude/wf-*.js

== 状态 ==
- 对 凯迪科技ERP_20260507.xlsx 合规 MET ~73.3% (PARTIAL 75: 34可建+6种子/bug+35外部硬天花板)
- 安全: 5轮红队+5轮复检, default-deny分级鉴权, 连续零可利用
- W3~W7 累计补完436缺口; W8末轮(40缺口)为半成品(源码树可编译但未集成)
- 运行: cd oa-backend; java -jar build/libs/oa-backend-0.1.0.jar --server.port=8091; admin/123456

== 排除(gitignore, 可再生) ==
node_modules / oa-backend/build / .jdks / *.log / Backup-ERP-* / 弃用的OFBiz核心(只保留modern-ui)
完整文件夹备份见同目录 Backup-ERP-20260615-191517/ (含上述全部, 仅缺 node_modules)

时间戳: 20260615-191517

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

oa-backend/src/main/java/com/kaidi/oa/web/PmtBankEvalController.java

@@ -0,0 +1,237 @@
+package com.kaidi.oa.web;
+
+import com.kaidi.oa.common.ApiException;
+import com.kaidi.oa.common.ApiResp;
+import com.kaidi.oa.common.NotFoundException;
+import com.kaidi.oa.domain.PmtBankEvaluation;
+import com.kaidi.oa.domain.PmtBankRelation;
+import com.kaidi.oa.repository.PmtBankEvaluationRepository;
+import com.kaidi.oa.repository.PmtBankRelationRepository;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.web.bind.annotation.DeleteMapping;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.PatchMapping;
+import org.springframework.web.bind.annotation.PathVariable;
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RestController;
+
+import java.time.Instant;
+import java.time.LocalDate;
+import java.util.List;
+import java.util.Map;
+import java.util.stream.Collectors;
+
+/**
+ * 金融机构定期评价管理（金融办·融资管理·机构综合评分与分级）。
+ * 覆盖 Gap-1：「机构『定期评价』无专属评价记录工作流（当前 rating 字段为手填文本），
+ * 机构综合评分与分级管理无流程承载」。
+ * <p>
+ * 功能：
+ * 1. 评价记录 CRUD（四维打分→综合评分→自动定级 A/B/C/D）。
+ * 2. 查询指定机构的评价历史（时序分析）。
+ * 3. 评价完成后自动回写 PmtBankRelation.rating 字段（保持主档评级最新）。
+ * 4. 分机构综合评分趋势摘要（用于「分级统计与对比」）。
+ * <p>
+ * 写口通过 AuthInterceptor FINANCE_PREFIXES (/api/oa/pmt-bank-evals) 保护，ADMIN/APPROVER 方可录入。
+ */
+@RestController
+@RequestMapping("/api/oa/pmt-bank-evals")
+public class PmtBankEvalController {
+
+    private final PmtBankEvaluationRepository evalRepo;
+    private final PmtBankRelationRepository bankRelRepo;
+
+    public PmtBankEvalController(PmtBankEvaluationRepository evalRepo,
+                                  PmtBankRelationRepository bankRelRepo) {
+        this.evalRepo = evalRepo;
+        this.bankRelRepo = bankRelRepo;
+    }
+
+    // ---------- CRUD ----------
+
+    @GetMapping
+    public ApiResp<List<PmtBankEvaluation>> list(
+            @RequestParam(required = false) Long bankRelId,
+            @RequestParam(required = false) String status) {
+        if (bankRelId != null) {
+            return ApiResp.ok(evalRepo.findByBankRelIdOrderByEvalDateDesc(bankRelId));
+        }
+        if (status != null && !status.isBlank()) {
+            return ApiResp.ok(evalRepo.findByStatus(status));
+        }
+        return ApiResp.ok(evalRepo.findAll());
+    }
+
+    @GetMapping("/{id}")
+    public ApiResp<PmtBankEvaluation> get(@PathVariable Long id) {
+        return ApiResp.ok(evalRepo.findById(id)
+                .orElseThrow(() -> new NotFoundException("评价记录不存在: " + id)));
+    }
+
+    public record EvalRequest(
+            Long bankRelId, String evalPeriod, String evalDate,
+            Integer scoreApprovalSpeed, Integer scoreServiceQuality,
+            Integer scoreRateCompetitiveness, Integer scoreCooperation,
+            String remark, String evaluator, String status) {
+    }
+
+    /**
+     * 新建评价记录：四维打分，后端自动计算综合评分(均值)和评级(A≥80/B≥60/C≥40/D<40)。
+     * 评价状态「已完成」时自动回写 PmtBankRelation.rating 字段，更新主档评级。
+     */
+    @PostMapping
+    @Transactional
+    public ApiResp<PmtBankEvaluation> create(@RequestBody EvalRequest req) {
+        if (req.bankRelId() == null) {
+            throw new ApiException(400, "bankRelId 不能为空，请指定关联的金融机构档案");
+        }
+        PmtBankRelation rel = bankRelRepo.findById(req.bankRelId())
+                .orElseThrow(() -> new NotFoundException("金融机构档案不存在: " + req.bankRelId()));
+
+        PmtBankEvaluation ev = new PmtBankEvaluation();
+        ev.setBankRelId(req.bankRelId());
+        ev.setInstitutionName(rel.getInstitutionName());
+        ev.setEvalPeriod(req.evalPeriod() == null ? currentPeriod() : req.evalPeriod());
+        ev.setEvalDate(req.evalDate() == null ? LocalDate.now().toString() : req.evalDate());
+        ev.setScoreApprovalSpeed(clampScore(req.scoreApprovalSpeed()));
+        ev.setScoreServiceQuality(clampScore(req.scoreServiceQuality()));
+        ev.setScoreRateCompetitiveness(clampScore(req.scoreRateCompetitiveness()));
+        ev.setScoreCooperation(clampScore(req.scoreCooperation()));
+        int total = calcTotal(ev);
+        ev.setTotalScore(total);
+        ev.setGrade(calcGrade(total));
+        ev.setRemark(req.remark());
+        ev.setEvaluator(req.evaluator());
+        ev.setStatus(req.status() == null || req.status().isBlank() ? "已完成" : req.status());
+        ev.setCreatedAt(Instant.now());
+        PmtBankEvaluation saved = evalRepo.save(ev);
+
+        // 评价完成后自动回写机构档案评级
+        if ("已完成".equals(saved.getStatus())) {
+            rel.setRating(saved.getGrade());
+            bankRelRepo.save(rel);
+        }
+        return ApiResp.ok(saved);
+    }
+
+    @PatchMapping("/{id}")
+    @Transactional
+    public ApiResp<PmtBankEvaluation> update(@PathVariable Long id, @RequestBody EvalRequest req) {
+        PmtBankEvaluation ev = evalRepo.findById(id)
+                .orElseThrow(() -> new NotFoundException("评价记录不存在: " + id));
+        if (req.evalPeriod() != null) ev.setEvalPeriod(req.evalPeriod());
+        if (req.evalDate() != null) ev.setEvalDate(req.evalDate());
+        if (req.scoreApprovalSpeed() != null) ev.setScoreApprovalSpeed(clampScore(req.scoreApprovalSpeed()));
+        if (req.scoreServiceQuality() != null) ev.setScoreServiceQuality(clampScore(req.scoreServiceQuality()));
+        if (req.scoreRateCompetitiveness() != null) ev.setScoreRateCompetitiveness(clampScore(req.scoreRateCompetitiveness()));
+        if (req.scoreCooperation() != null) ev.setScoreCooperation(clampScore(req.scoreCooperation()));
+        // 重算评分
+        int total = calcTotal(ev);
+        ev.setTotalScore(total);
+        ev.setGrade(calcGrade(total));
+        if (req.remark() != null) ev.setRemark(req.remark());
+        if (req.evaluator() != null) ev.setEvaluator(req.evaluator());
+        if (req.status() != null && !req.status().isBlank()) ev.setStatus(req.status());
+        PmtBankEvaluation saved = evalRepo.save(ev);
+
+        // 如果评价已完成，同步回写机构档案评级
+        if ("已完成".equals(saved.getStatus()) && saved.getBankRelId() != null) {
+            bankRelRepo.findById(saved.getBankRelId()).ifPresent(rel -> {
+                rel.setRating(saved.getGrade());
+                bankRelRepo.save(rel);
+            });
+        }
+        return ApiResp.ok(saved);
+    }
+
+    @DeleteMapping("/{id}")
+    @Transactional
+    public ApiResp<Void> delete(@PathVariable Long id) {
+        if (!evalRepo.existsById(id)) {
+            throw new NotFoundException("评价记录不存在: " + id);
+        }
+        evalRepo.deleteById(id);
+        return ApiResp.ok(null);
+    }
+
+    // ---------- 评分趋势与分级统计 ----------
+
+    public record EvalSummaryRow(Long bankRelId, String institutionName,
+                                  String currentGrade, int evalCount,
+                                  double avgTotalScore, String trend) {
+    }
+
+    /**
+     * 各机构综合评分摘要（用于分级管理与对比）。
+     * 输出：每个机构的当前评级、历史评价次数、平均综合评分、
+     * 趋势（最近2次：上升/下降/持平/仅1次）。
+     */
+    @GetMapping("/summary")
+    public ApiResp<List<EvalSummaryRow>> summary() {
+        List<PmtBankRelation> relations = bankRelRepo.findAll();
+        List<PmtBankEvaluation> allEvals = evalRepo.findAll();
+
+        // 按机构分组评价记录
+        Map<Long, List<PmtBankEvaluation>> byRel = allEvals.stream()
+                .filter(e -> e.getBankRelId() != null)
+                .collect(Collectors.groupingBy(PmtBankEvaluation::getBankRelId));
+
+        List<EvalSummaryRow> rows = relations.stream().map(rel -> {
+            List<PmtBankEvaluation> evals = byRel.getOrDefault(rel.getId(), List.of());
+            // 按日期倒序
+            List<PmtBankEvaluation> sorted = evals.stream()
+                    .sorted((a, b) -> nvl(b.getEvalDate()).compareTo(nvl(a.getEvalDate())))
+                    .toList();
+            double avg = sorted.stream()
+                    .mapToInt(e -> e.getTotalScore() == null ? 0 : e.getTotalScore())
+                    .average().orElse(0);
+            String trend = "无评价记录";
+            if (sorted.size() == 1) {
+                trend = "仅1次评价";
+            } else if (sorted.size() >= 2) {
+                int latest = sorted.get(0).getTotalScore() == null ? 0 : sorted.get(0).getTotalScore();
+                int prev = sorted.get(1).getTotalScore() == null ? 0 : sorted.get(1).getTotalScore();
+                trend = latest > prev ? "上升" : latest < prev ? "下降" : "持平";
+            }
+            return new EvalSummaryRow(rel.getId(), rel.getInstitutionName(),
+                    rel.getRating() == null ? "-" : rel.getRating(),
+                    sorted.size(), avg, trend);
+        }).toList();
+
+        return ApiResp.ok(rows);
+    }
+
+    // ---------- helpers ----------
+
+    private static int clampScore(Integer v) {
+        if (v == null) return 0;
+        return Math.max(0, Math.min(100, v));
+    }
+
+    private static int calcTotal(PmtBankEvaluation ev) {
+        int s1 = ev.getScoreApprovalSpeed() == null ? 0 : ev.getScoreApprovalSpeed();
+        int s2 = ev.getScoreServiceQuality() == null ? 0 : ev.getScoreServiceQuality();
+        int s3 = ev.getScoreRateCompetitiveness() == null ? 0 : ev.getScoreRateCompetitiveness();
+        int s4 = ev.getScoreCooperation() == null ? 0 : ev.getScoreCooperation();
+        return (s1 + s2 + s3 + s4) / 4;
+    }
+
+    private static String calcGrade(int total) {
+        if (total >= 80) return "A";
+        if (total >= 60) return "B";
+        if (total >= 40) return "C";
+        return "D";
+    }
+
+    private static String currentPeriod() {
+        java.time.YearMonth ym = java.time.YearMonth.now();
+        return ym.getYear() + "Q" + ((ym.getMonthValue() - 1) / 3 + 1);
+    }
+
+    private static String nvl(String s) {
+        return s == null ? "" : s;
+    }
+}