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feat: add account profile, search, help and security features

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1. add default avatar and multiple notification icons
2. update finance archive note and add form styles
3. add new pages: edit-profile, security, password, change-phone, search, help
4. refactor navigation action layout to support multiple actions
5. add search button to home page
6. add security code component and account service APIs
7. add help and search content services
8. update message notice to use svg icons
9. update asset section in finance assessment
10. update manifest appid and pack options
This commit is contained in:
hujun
2026-09-21 15:04:59 +08:00
parent 046a03e5e9
commit 4a69357606
28 changed files with 846 additions and 116 deletions
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packages/finance/archive/archive.uvue
+1 -1
View File
@@ -23,7 +23,7 @@
const archiveItems = computed((): ArchiveItem[] => [
{ icon: 'file-text', name: '基本信息', note: type.value == 'enterprise' ? '企业与联系人信息' : '身份与联系方式', done: progress.value.basicDone, step: 0 },
{ icon: 'income', name: type.value == 'enterprise' ? '经营信息' : '职业与收入', note: type.value == 'enterprise' ? '经营行业、年限与营收' : '职业、收入与缴纳情况', done: progress.value.incomeDone, step: 1 },
{ icon: 'asset', name: '资产与负债', note: '资产情况与信用卡使用', done: progress.value.assetsDone, step: 2 },
{ icon: 'asset', name: '资产与负债', note: '贷款、信用卡额度与房车情况', done: progress.value.assetsDone, step: 2 },
{ icon: 'authorization', name: '资料与授权', note: '本地资料与数据授权意向', done: progress.value.authorizationSelected, step: 3 }
])
const refresh = () => { progress.value = assessmentProgress(type.value) }
packages/finance/assessment/assessment.uvue
+16 -7
View File
@@ -31,11 +31,17 @@
</template>
</view>
<view v-else-if="step == 2" class="form-list">
<AssessmentSelect label="房产情况" v-model="form.house" :options="['无房产', '全款房产', '按揭房产']" />
<AssessmentSelect label="车辆情况" v-model="form.car" :options="['无车辆', '全款车辆', '按揭车辆']" />
<AssessmentSelect label="存款情况" v-model="form.savings" :options="['5 万元以下', '5–20 万元', '20–50 万元', '50 万元以上']" />
<AssessmentSelect label="信用卡使用" v-model="form.creditCard" :options="['无信用卡', '正常使用，无逾期', '当前存在逾期', '历史有逾期，已结清']" />
<view class="form-row"><text class="field-label">其他资产</text><input v-model="form.otherAssets" class="field-input" placeholder="选填" /></view>
<text class="asset-section-title">贷款信息</text>
<view class="form-row"><text class="field-label">信用贷款笔数</text><input v-model="form.creditLoanCount" class="field-input" type="number" maxlength="4" placeholder="无则填 0" /><text class="field-unit">笔</text></view>
<view class="form-row"><text class="field-label">欠款总余额</text><input v-model="form.totalDebtBalance" class="field-input" type="digit" maxlength="15" placeholder="请输入金额" /><text class="field-unit">元</text></view>
<view class="form-row"><text class="field-label">贷款月还款金额</text><input v-model="form.monthlyLoanPayment" class="field-input" type="digit" maxlength="15" placeholder="请输入金额" /><text class="field-unit">元</text></view>
<text class="asset-section-title">信用卡信息</text>
<view class="form-row"><text class="field-label">银行信用卡张数</text><input v-model="form.creditCardCount" class="field-input" type="number" maxlength="4" placeholder="无则填 0" /><text class="field-unit">张</text></view>
<view class="form-row"><text class="field-label">总额度</text><input v-model="form.creditCardTotalLimit" class="field-input" type="digit" maxlength="15" placeholder="请输入金额" /><text class="field-unit">元</text></view>
<view class="form-row"><text class="field-label">已使用总额度</text><input v-model="form.creditCardUsedLimit" class="field-input" type="digit" maxlength="15" placeholder="请输入金额" /><text class="field-unit">元</text></view>
<text class="asset-section-title">房车信息</text>
<AssessmentSelect label="是否有房" v-model="form.house" :options="['有', '无']" />
<AssessmentSelect label="是否有车" v-model="form.car" :options="['有', '无']" />
</view>
<view v-else class="upload-area">
<text class="upload-title">资料选择 <text class="optional">（选填）</text></text>
@@ -56,7 +62,7 @@
import AppHeader from '@/components/AppHeader.uvue'
import AppIcon from '@/components/AppIcon.uvue'
import AssessmentSelect from '@/packages/finance/components/AssessmentSelect.uvue'
import { AssessmentForm, SelectedDocument, DataAuthorization, emptyAssessmentForm, activeAssessmentType, loadAssessmentDraft, formFromDraft, documentsFromDraft, saveAssessmentDraft, showAgreementNotice } from '@/services/assessment.uts'
import { AssessmentForm, SelectedDocument, DataAuthorization, emptyAssessmentForm, activeAssessmentType, loadAssessmentDraft, formFromDraft, documentsFromDraft, saveAssessmentDraft, showAgreementNotice, assetValidationMessage } from '@/services/assessment.uts'
const { bottomStyle, contentStyle, pageStyle } = usePageLayout()
const showAgreement = (title: string) => { showAgreementNotice(title) }
const step = ref(0)
@@ -74,7 +80,7 @@
const saveDraft = () => {
if (!initialized) return
const source = form.value
const draftForm: AssessmentForm = { name: source.name, idCard: source.idCard, phone: source.phone, city: source.city, maritalStatus: source.maritalStatus, occupation: source.occupation, company: source.company, monthlyIncome: source.monthlyIncome, socialSecurity: source.socialSecurity, housingFund: source.housingFund, house: source.house, car: source.car, savings: source.savings, creditCard: source.creditCard, otherAssets: source.otherAssets, enterpriseName: source.enterpriseName, businessCode: source.businessCode, annualRevenue: source.annualRevenue, operatingYears: source.operatingYears }
const draftForm: AssessmentForm = { name: source.name, idCard: source.idCard, phone: source.phone, city: source.city, maritalStatus: source.maritalStatus, occupation: source.occupation, company: source.company, monthlyIncome: source.monthlyIncome, socialSecurity: source.socialSecurity, housingFund: source.housingFund, house: source.house, car: source.car, savings: source.savings, creditCard: source.creditCard, otherAssets: source.otherAssets, creditLoanCount: source.creditLoanCount, totalDebtBalance: source.totalDebtBalance, monthlyLoanPayment: source.monthlyLoanPayment, creditCardCount: source.creditCardCount, creditCardTotalLimit: source.creditCardTotalLimit, creditCardUsedLimit: source.creditCardUsedLimit, enterpriseName: source.enterpriseName, businessCode: source.businessCode, annualRevenue: source.annualRevenue, operatingYears: source.operatingYears }
if (draftForm.city == '其他城市' && customCity.value.trim().length > 0) draftForm.city = customCity.value.trim()
saveAssessmentDraft(assessmentType.value, step.value, draftForm, documents.value, authorizations.value, documentConsent.value, dataConsent.value)
}
@@ -145,6 +151,7 @@
const amount = assessmentType.value == 'enterprise' ? form.value.annualRevenue : form.value.monthlyIncome
if (!/^[0-9]+([.][0-9]{1,2})?$/.test(amount) || parseFloat(amount) <= 0) message = assessmentType.value == 'enterprise' ? '请输入有效的年营业收入' : '请输入有效的月收入'
}
if (step.value == 2) message = assetValidationMessage(form.value)
if (step.value == 3 && documents.value.length > 0 && !documentConsent.value) message = '请阅读并同意资料使用协议，或移除资料'
if (step.value == 3 && authorizations.value.some((item) => item.selected) && !dataConsent.value) message = '请阅读并同意数据授权协议，或取消授权选择'
if (message.length == 0) return true
@@ -167,6 +174,8 @@
.type-active { color: #0868f7; font-weight: 600; background-color: #fff; }
.section-hint { color: #738198; font-size: 24rpx; line-height: 36rpx; margin-top: 30rpx; }
.form-list { margin-top: 14rpx; }
.asset-section-title { margin-top: 28rpx; font-size: 26rpx; line-height: 38rpx; color: #738198; font-weight: 600; }
.field-unit { margin-left: 12rpx; font-size: 25rpx; color: #738198; flex-shrink: 0; }
.form-row { min-height: 106rpx; flex-direction: row; align-items: center; border-bottom: 1rpx solid #edf1f6; }
.field-label { font-size: 28rpx; color: #29374e; margin-right: 18rpx; flex-shrink: 0; }
.field-input { flex: 1; min-width: 0; text-align: right; font-size: 27rpx; color: #22324a; }
packages/finance/confirm/confirm.uvue
+14 -2
View File
@@ -19,7 +19,7 @@
import { usePageLayout } from '@/services/layout.uts'
import AppHeader from '@/components/AppHeader.uvue'
import { submitAssessment } from '@/packages/finance/services/api.uts'
import { activeAssessmentType, loadAssessmentDraft, draftText, documentsFromDraft } from '@/services/assessment.uts'
import { activeAssessmentType, loadAssessmentDraft, draftText, documentsFromDraft, ownershipFromDraft, formFromDraft, assetValidationMessage } from '@/services/assessment.uts'
const { pageStyle, contentStyle, bottomStyle } = usePageLayout()
type InfoRow = { label: string, value: string }
type InfoSection = { title: string, step: number, rows: InfoRow[], expanded: boolean }
@@ -31,6 +31,7 @@
const mask = (value: string, left: number, right: number): string => { if (value.length <= left + right) return value; return value.substring(0, left) + '****' + value.substring(value.length - right) }
const displayValue = (saved: UTSJSONObject, key: string): string => { const value = draftText(saved, key); return value.length > 0 ? value : '未填写' }
const appendRow = (rows: InfoRow[], label: string, value: string) => { const row: InfoRow = { label, value }; rows.push(row) }
const valueWithUnit = (saved: UTSJSONObject, key: string, unit: string): string => { const value = draftText(saved, key); return value.length > 0 ? value + ' ' + unit : '未填写' }
const loadDraft = () => {
assessmentType.value = activeAssessmentType()
const saved = loadAssessmentDraft(assessmentType.value)
@@ -62,7 +63,16 @@
sections.value = [
{ title: '基本信息', step: 0, rows: basicRows, expanded: false },
{ title: enterprise ? '经营信息' : '职业与收入', step: 1, rows: incomeRows, expanded: false },
{ title: '资产与负债', step: 2, rows: [{ label: '房产情况', value: displayValue(saved, 'house') }, { label: '车辆情况', value: displayValue(saved, 'car') }, { label: '存款情况', value: displayValue(saved, 'savings') }, { label: '信用卡使用', value: displayValue(saved, 'creditCard') }, { label: '其他资产', value: displayValue(saved, 'otherAssets') }], expanded: false },
{ title: '资产与负债', step: 2, rows: [
{ label: '信用贷款笔数', value: valueWithUnit(saved, 'creditLoanCount', '笔') },
{ label: '欠款总余额', value: valueWithUnit(saved, 'totalDebtBalance', '元') },
{ label: '贷款月还款金额', value: valueWithUnit(saved, 'monthlyLoanPayment', '元') },
{ label: '银行信用卡张数', value: valueWithUnit(saved, 'creditCardCount', '张') },
{ label: '总额度', value: valueWithUnit(saved, 'creditCardTotalLimit', '元') },
{ label: '已使用总额度', value: valueWithUnit(saved, 'creditCardUsedLimit', '元') },
{ label: '是否有房', value: ownershipFromDraft(saved, 'house').length > 0 ? ownershipFromDraft(saved, 'house') : '未填写' },
{ label: '是否有车', value: ownershipFromDraft(saved, 'car').length > 0 ? ownershipFromDraft(saved, 'car') : '未填写' }
], expanded: false },
{ title: '资料与授权', step: 3, rows: [{ label: '本地资料', value: fileNames.length > 0 ? fileNames : '未选择' }, { label: '授权意向', value: grantNames.length > 0 ? grantNames.join('、') : '未选择' }, { label: '当前状态', value: '资料未上传 · 数据未查询' }], expanded: false }
]
payload.value = { ...saved, source: 'mobile', confirmed: true }
@@ -85,6 +95,8 @@
if (amount.length == 0 || parseFloat(amount) <= 0 || isNaN(parseFloat(amount))) { uni.showToast({ title: '请先完善收入信息', icon: 'none' }); edit(1); return }
const grants = saved['authorizations'] as string[] | null
if ((documentsFromDraft(saved).length > 0 && saved['documentConsent'] != true) || (grants != null && grants.length > 0 && saved['dataConsent'] != true)) { uni.showToast({ title: '请确认资料与授权选择', icon: 'none' }); edit(3); return }
const assetError = assetValidationMessage(formFromDraft(saved))
if (assetError.length > 0) { uni.showToast({ title: assetError, icon: 'none' }); edit(2); return }
submitting.value = true
try { await submitAssessment(payload.value); uni.redirectTo({ url: '/packages/finance/analyzing/analyzing' }) }
catch (error) { uni.showToast({ title: error instanceof Error ? error.message : '提交失败，请重试', icon: 'none' }) }