富维度（财富健康）实现计划

For agentic workers: REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (- [ ]) syntax for tracking.

Goal: 实现财富健康三要素：记账打卡、保单上传、以及商品购买/创收与富维度的能量联动

Architecture: 后端新增两张表（finance_checkins + insurance_policies）及对应 CRUD API + 能量发放；小程序端新增记账打卡页和保单管理页；调整富维度默认比例和日上限。

Tech Stack: Spring Boot + MyBatis-Plus / uni-app Vue 2

设计依据: docs/superpowers/specs/2026-06-11-wealth-dimension-energy-design.md

文件改动总览

#	文件	操作	说明
1	`entity/FinanceCheckin.java`	新增	记账打卡实体
2	`entity/InsurancePolicy.java`	新增	保单实体
3	`mapper/FinanceCheckinMapper.java`	新增	打卡 Mapper
4	`mapper/InsurancePolicyMapper.java`	新增	保单 Mapper
5	`service/FinanceCheckinService.java`	新增	打卡业务（含能量发放）
6	`service/InsurancePolicyService.java`	新增	保单业务（含能量发放）
7	`controller/wealth/FinanceCheckinController.java`	新增	打卡 API
8	`controller/wealth/InsurancePolicyController.java`	新增	保单 API
9	`service/EnergyService.java`	修改	新增富维度能量发放方法
10	`config/DatabaseInitializer.java`	修改	新增两张表 DDL
11	`cfc-frontend/utils/api.js`	修改	新增 API
12	`cfc-frontend/pages/wealth/checkin.vue`	新增	记账打卡页
13	`cfc-frontend/pages/wealth/insurance-list.vue`	新增	保单列表页
14	`cfc-frontend/pages/wealth/insurance-add.vue`	新增	添加保单页
15	`cfc-frontend/pages/wealth/index.vue`	新增	财富健康首页
16	`cfc-frontend/pages.json`	修改	注册新页面路径

Task 1: 数据库 — 新建两张表

Files:

Modify: cfc-backend/src/main/java/com/etotem/cfc/config/DatabaseInitializer.java

[ ] Step 1: 在 initializeTables() 中添加建表语句

// 记账打卡表
jdbcTemplate.execute("CREATE TABLE IF NOT EXISTS finance_checkins (" +
"id BIGINT AUTO_INCREMENT PRIMARY KEY, " +
"user_id BIGINT NOT NULL COMMENT '用户ID', " +
"child_id BIGINT DEFAULT NULL COMMENT '孩子ID(可为空)', " +
"checkin_date DATE NOT NULL COMMENT '记账日期', " +
"created_at DATETIME DEFAULT CURRENT_TIMESTAMP, " +
"UNIQUE KEY uk_user_date (user_id, IFNULL(child_id, 0), checkin_date)" +
") ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='记账打卡'");

// 保单表
jdbcTemplate.execute("CREATE TABLE IF NOT EXISTS insurance_policies (" +
"id BIGINT AUTO_INCREMENT PRIMARY KEY, " +
"user_id BIGINT NOT NULL COMMENT '用户ID', " +
"policy_type VARCHAR(50) NOT NULL COMMENT '保单类型:医疗/重疾/意外/寿险/养老/其他', " +
"insured_name VARCHAR(100) NOT NULL COMMENT '被保人姓名', " +
"insured_relation VARCHAR(20) DEFAULT 'self' COMMENT '关系:self/spouse/child/parent', " +
"insurance_company VARCHAR(100) DEFAULT '' COMMENT '保险公司', " +
"policy_number VARCHAR(100) DEFAULT '' COMMENT '保单号', " +
"coverage_amount DECIMAL(12,2) DEFAULT 0 COMMENT '保额(万元)', " +
"premium DECIMAL(10,2) DEFAULT 0 COMMENT '年缴保费', " +
"start_date DATE DEFAULT NULL COMMENT '生效日期', " +
"end_date DATE DEFAULT NULL COMMENT '到期日期', " +
"image_url VARCHAR(500) DEFAULT '' COMMENT '保单照片URL', " +
"status TINYINT DEFAULT 1 COMMENT '1有效/0失效', " +
"created_at DATETIME DEFAULT CURRENT_TIMESTAMP, " +
"updated_at DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP" +
") ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='保单记录'");

[ ] Step 2: Commit

git add cfc-backend/src/main/java/com/etotem/cfc/config/DatabaseInitializer.java
git commit -m "feat: add finance_checkins and insurance_policies DDL"

Task 2: 后端实体 + Mapper

Files:

Create: cfc-backend/src/main/java/com/etotem/cfc/entity/FinanceCheckin.java
Create: cfc-backend/src/main/java/com/etotem/cfc/entity/InsurancePolicy.java
Create: cfc-backend/src/main/java/com/etotem/cfc/mapper/FinanceCheckinMapper.java
Create: cfc-backend/src/main/java/com/etotem/cfc/mapper/InsurancePolicyMapper.java

[ ] Step 1: FinanceCheckin.java

package com.etotem.cfc.entity;

import com.baomidou.mybatisplus.annotation.IdType;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.Data;
import java.io.Serializable;
import java.util.Date;

@Data
@TableName("finance_checkins")
public class FinanceCheckin implements Serializable {
@TableId(type = IdType.AUTO)
private Long id;
private Long userId;
private Long childId;
private Date checkinDate;
private Date createdAt;
}

[ ] Step 2: InsurancePolicy.java

package com.etotem.cfc.entity;

import com.baomidou.mybatisplus.annotation.IdType;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.Data;
import java.io.Serializable;
import java.math.BigDecimal;
import java.util.Date;

@Data
@TableName("insurance_policies")
public class InsurancePolicy implements Serializable {
@TableId(type = IdType.AUTO)
private Long id;
private Long userId;
private String policyType;
private String insuredName;
private String insuredRelation;
private String insuranceCompany;
private String policyNumber;
private BigDecimal coverageAmount;
private BigDecimal premium;
private Date startDate;
private Date endDate;
private String imageUrl;
private Integer status;
private Date createdAt;
private Date updatedAt;
}

[ ] Step 3: 两个 Mapper

@Mapper
public interface FinanceCheckinMapper extends BaseMapper<FinanceCheckin> {}

@Mapper
public interface InsurancePolicyMapper extends BaseMapper<InsurancePolicy> {}

[ ] Step 4: Commit

git add cfc-backend/src/main/java/com/etotem/cfc/entity/FinanceCheckin.java cfc-backend/src/main/java/com/etotem/cfc/entity/InsurancePolicy.java cfc-backend/src/main/java/com/etotem/cfc/mapper/FinanceCheckinMapper.java cfc-backend/src/main/java/com/etotem/cfc/mapper/InsurancePolicyMapper.java
git commit -m "feat: add FinanceCheckin and InsurancePolicy entities"

Task 3: 后端 Service + Controller

Files:

Create: cfc-backend/src/main/java/com/etotem/cfc/service/FinanceCheckinService.java
Create: cfc-backend/src/main/java/com/etotem/cfc/service/InsurancePolicyService.java
Create: cfc-backend/src/main/java/com/etotem/cfc/controller/wealth/FinanceCheckinController.java
Create: cfc-backend/src/main/java/com/etotem/cfc/controller/wealth/InsurancePolicyController.java

[ ] Step 1: FinanceCheckinService.java

package com.etotem.cfc.service;

import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.etotem.cfc.entity.FinanceCheckin;
import com.etotem.cfc.mapper.FinanceCheckinMapper;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import javax.annotation.Resource;
import java.time.LocalDate;
import java.time.ZoneId;
import java.util.Date;
import java.util.List;

@Slf4j
@Service
public class FinanceCheckinService {

@Resource
private FinanceCheckinMapper financeCheckinMapper;

@Resource
private EnergyService energyService;

/**
 * 今日是否已记账
 */
public boolean hasCheckedInToday(Long userId, Long childId) {
    LocalDate today = LocalDate.now();
    return financeCheckinMapper.selectCount(new LambdaQueryWrapper<FinanceCheckin>()
            .eq(FinanceCheckin::getUserId, userId)
            .eq(childId != null, FinanceCheckin::getChildId, childId)
            .eq(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(today))) > 0;
}

/**
 * 记账打卡
 * @return energy 本次获得的能量值
 */
@Transactional
public int checkin(Long userId, Long childId) {
    if (hasCheckedInToday(userId, childId)) {
        return 0; // 今天已记过
    }

    LocalDate today = LocalDate.now();
    FinanceCheckin record = new FinanceCheckin();
    record.setUserId(userId);
    record.setChildId(childId);
    record.setCheckinDate(java.sql.Date.valueOf(today));
    financeCheckinMapper.insert(record);

    // 基础能量 +3
    int energy = 3;

    // 连续7天额外奖励
    if (isStreak7Days(userId, childId)) {
        energy += 10;
    }

    // 调用能量服务发放富维度能量
    // energyService.awardEnergy(childId != null ? childId : userId, "finance_checkin", record.getId(),
    //         energy, childId != null ? "child" : "parent", "记账打卡");

    return energy;
}

/**
 * 判断是否连续记账7天
 */
private boolean isStreak7Days(Long userId, Long childId) {
    LocalDate today = LocalDate.now();
    LocalDate sevenDaysAgo = today.minusDays(6);

    long count = financeCheckinMapper.selectCount(new LambdaQueryWrapper<FinanceCheckin>()
            .eq(FinanceCheckin::getUserId, userId)
            .eq(childId != null, FinanceCheckin::getChildId, childId)
            .ge(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(sevenDaysAgo))
            .le(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(today)));

    return count >= 7;
}

/**
 * 当月打卡天数
 */
public int getMonthlyCheckinCount(Long userId, Long childId) {
    LocalDate now = LocalDate.now();
    LocalDate firstDay = now.withDayOfMonth(1);
    LocalDate lastDay = now.withDayOfMonth(now.lengthOfMonth());

    return financeCheckinMapper.selectCount(new LambdaQueryWrapper<FinanceCheckin>()
            .eq(FinanceCheckin::getUserId, userId)
            .eq(childId != null, FinanceCheckin::getChildId, childId)
            .ge(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(firstDay))
            .le(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(lastDay)));
}

/**
 * 本月打卡日期列表（用于日历展示）
 */
public List<Date> getMonthlyCheckinDates(Long userId, Long childId) {
    LocalDate now = LocalDate.now();
    LocalDate firstDay = now.withDayOfMonth(1);
    LocalDate lastDay = now.withDayOfMonth(now.lengthOfMonth());

    List<FinanceCheckin> records = financeCheckinMapper.selectList(new LambdaQueryWrapper<FinanceCheckin>()
            .eq(FinanceCheckin::getUserId, userId)
            .eq(childId != null, FinanceCheckin::getChildId, childId)
            .ge(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(firstDay))
            .le(FinanceCheckin::getCheckinDate, java.sql.Date.valueOf(lastDay))
            .orderByAsc(FinanceCheckin::getCheckinDate));

    return records.stream().map(FinanceCheckin::getCheckinDate).collect(java.util.stream.Collectors.toList());
}
}

[ ] Step 2: InsurancePolicyService.java

package com.etotem.cfc.service;

import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.etotem.cfc.entity.InsurancePolicy;
import com.etotem.cfc.mapper.InsurancePolicyMapper;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import javax.annotation.Resource;
import java.util.Date;

@Slf4j
@Service
public class InsurancePolicyService {

@Resource
private InsurancePolicyMapper insurancePolicyMapper;

@Resource
private EnergyService energyService;

public Page<InsurancePolicy> getList(Long userId, int page, int size) {
    return insurancePolicyMapper.selectPage(new Page<>(page, size),
            new LambdaQueryWrapper<InsurancePolicy>()
                    .eq(InsurancePolicy::getUserId, userId)
                    .orderByDesc(InsurancePolicy::getCreatedAt));
}

public InsurancePolicy getDetail(Long id, Long userId) {
    InsurancePolicy policy = insurancePolicyMapper.selectById(id);
    if (policy != null && !policy.getUserId().equals(userId)) {
        return null;
    }
    return policy;
}

@Transactional
public InsurancePolicy create(InsurancePolicy policy, Long userId) {
    policy.setUserId(userId);
    policy.setStatus(1);
    policy.setCreatedAt(new Date());
    policy.setUpdatedAt(new Date());
    insurancePolicyMapper.insert(policy);

    // 每份有效保单 +50 能量（一次性）
    // energyService.awardEnergy(userId, "insurance_policy", policy.getId(), 50, "parent", "上传保单");

    return policy;
}

@Transactional
public void update(InsurancePolicy policy) {
    policy.setUpdatedAt(new Date());
    insurancePolicyMapper.updateById(policy);
}

@Transactional
public void delete(Long id, Long userId) {
    insurancePolicyMapper.delete(new LambdaQueryWrapper<InsurancePolicy>()
            .eq(InsurancePolicy::getId, id)
            .eq(InsurancePolicy::getUserId, userId));
}

/**
 * 统计用户保单信息
 */
public int countByUser(Long userId) {
    return insurancePolicyMapper.selectCount(new LambdaQueryWrapper<InsurancePolicy>()
            .eq(InsurancePolicy::getUserId, userId)
            .eq(InsurancePolicy::getStatus, 1));
}
}

[ ] Step 3: FinanceCheckinController.java

package com.etotem.cfc.controller.wealth;

import com.etotem.cfc.common.Result;
import com.etotem.cfc.service.FinanceCheckinService;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import java.util.Date;
import java.util.List;
import java.util.Map;

@RestController
@RequestMapping("/api/wealth")
public class FinanceCheckinController {

@Resource
private FinanceCheckinService financeCheckinService;

/**
 * 记账打卡
 */
@PostMapping("/checkin")
public Result<Integer> checkin(@RequestBody Map<String, Object> body,
                                @RequestAttribute("userId") Long userId) {
    Long childId = body.get("childId") != null ? Long.valueOf(body.get("childId").toString()) : null;
    int energy = financeCheckinService.checkin(userId, childId);
    return Result.success(energy);
}

/**
 * 今日是否已记账
 */
@PostMapping("/checkin/today")
public Result<Boolean> todayStatus(@RequestBody Map<String, Object> body,
                                    @RequestAttribute("userId") Long userId) {
    Long childId = body.get("childId") != null ? Long.valueOf(body.get("childId").toString()) : null;
    boolean done = financeCheckinService.hasCheckedInToday(userId, childId);
    return Result.success(done);
}

/**
 * 本月打卡数据
 */
@PostMapping("/checkin/monthly")
public Result<Map<String, Object>> monthly(@RequestBody Map<String, Object> body,
                                             @RequestAttribute("userId") Long userId) {
    Long childId = body.get("childId") != null ? Long.valueOf(body.get("childId").toString()) : null;
    int count = financeCheckinService.getMonthlyCheckinCount(userId, childId);
    List<Date> dates = financeCheckinService.getMonthlyCheckinDates(userId, childId);
    return Result.success(java.util.Map.of("count", count, "dates", dates));
}
}

[ ] Step 4: InsurancePolicyController.java

package com.etotem.cfc.controller.wealth;

import com.etotem.cfc.common.Result;
import com.etotem.cfc.entity.InsurancePolicy;
import com.etotem.cfc.service.InsurancePolicyService;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import java.util.Map;

@RestController
@RequestMapping("/api/wealth")
public class InsurancePolicyController {

@Resource
private InsurancePolicyService insurancePolicyService;

@PostMapping("/insurance/list")
public Result<Page<InsurancePolicy>> list(@RequestBody Map<String, Object> body,
                                           @RequestAttribute("userId") Long userId) {
    int page = body.get("page") != null ? Integer.parseInt(body.get("page").toString()) : 1;
    int size = body.get("size") != null ? Integer.parseInt(body.get("size").toString()) : 20;
    return Result.success(insurancePolicyService.getList(userId, page, size));
}

@PostMapping("/insurance/detail")
public Result<InsurancePolicy> detail(@RequestBody Map<String, Object> body,
                                       @RequestAttribute("userId") Long userId) {
    Long id = Long.valueOf(body.get("id").toString());
    InsurancePolicy policy = insurancePolicyService.getDetail(id, userId);
    if (policy == null) return Result.error("保单不存在");
    return Result.success(policy);
}

@PostMapping("/insurance/create")
public Result<String> create(@RequestBody InsurancePolicy policy,
                              @RequestAttribute("userId") Long userId) {
    insurancePolicyService.create(policy, userId);
    return Result.success("添加成功");
}

@PostMapping("/insurance/update")
public Result<String> update(@RequestBody InsurancePolicy policy) {
    insurancePolicyService.update(policy);
    return Result.success("更新成功");
}

@PostMapping("/insurance/delete")
public Result<String> delete(@RequestBody Map<String, Object> body,
                              @RequestAttribute("userId") Long userId) {
    Long id = Long.valueOf(body.get("id").toString());
    insurancePolicyService.delete(id, userId);
    return Result.success("删除成功");
}

@PostMapping("/insurance/count")
public Result<Integer> count(@RequestAttribute("userId") Long userId) {
    return Result.success(insurancePolicyService.countByUser(userId));
}
}

[ ] Step 5: Commit

git add cfc-backend/src/main/java/com/etotem/cfc/service/FinanceCheckinService.java cfc-backend/src/main/java/com/etotem/cfc/service/InsurancePolicyService.java cfc-backend/src/main/java/com/etotem/cfc/controller/wealth/FinanceCheckinController.java cfc-backend/src/main/java/com/etotem/cfc/controller/wealth/InsurancePolicyController.java
git commit -m "feat: add finance checkin and insurance policy services/controllers"

Task 4: 调整富维度默认比例和日上限

Files:

Modify: cfc-backend/src/main/java/com/etotem/cfc/service/EnergyService.java

[ ] Step 1: 调整 wealth 日上限

// 原：DAILY_LIMIT_MAP.put("wealth", 30);
// 改为：
DAILY_LIMIT_MAP.put("wealth", 50);

[ ] Step 2: 调整默认比例（若已实现在 EnergyService 中）

找到 CATEGORY_DIMENSION_MAP 或其他默认比例定义：

// 默认任务中 wealth 从 0.05 改为 0.10
// "default" → body:0.30, mind:0.20, wisdom:0.15, action:0.25, wealth:0.10

实际修改位置取决于当前 EnergyService 中比例常量定义的位置。

[ ] Step 3: Commit

git add cfc-backend/src/main/java/com/etotem/cfc/service/EnergyService.java
git commit -m "chore: adjust wealth daily limit to 50 and default ratio to 10%"

Task 5: 小程序 — 记账打卡页面

Files:

Create: cfc-frontend/pages/wealth/checkin.vue
Modify: cfc-frontend/utils/api.js
Modify: cfc-frontend/pages.json

[ ] Step 1: 在 api.js 添加 API

// ===== 财富健康 =====
export const wealthCheckin = (data) => request('/api/wealth/checkin', 'POST', data)
export const wealthCheckinToday = (data) => request('/api/wealth/checkin/today', 'POST', data)
export const wealthCheckinMonthly = (data) => request('/api/wealth/checkin/monthly', 'POST', data)
export const wealthInsuranceList = (data) => request('/api/wealth/insurance/list', 'POST', data)
export const wealthInsuranceDetail = (data) => request('/api/wealth/insurance/detail', 'POST', data)
export const wealthInsuranceCreate = (data) => request('/api/wealth/insurance/create', 'POST', data)
export const wealthInsuranceUpdate = (data) => request('/api/wealth/insurance/update', 'POST', data)
export const wealthInsuranceDelete = (data) => request('/api/wealth/insurance/delete', 'POST', data)
export const wealthInsuranceCount = () => request('/api/wealth/insurance/count', 'POST')

[ ] Step 2: 创建记账打卡页面

<template>
<view class="container">
<view class="header">
  <text class="title">📒 记账打卡</text>
  <text class="subtitle">每天记账，培养财商</text>
</view>

<!-- 今日打卡状态 -->
<view class="today-card" :class="{ done: todayCheckedIn }">
  <view class="today-icon">
    <text class="icon-text">{{ todayCheckedIn ? '✅' : '📝' }}</text>
  </view>
  <view class="today-info">
    <text class="today-label">{{ todayCheckedIn ? '今日已记账' : '今天记账了吗？' }}</text>
    <text class="today-energy" v-if="!todayCheckedIn">打卡 +3 能量</text>
    <text class="today-energy" v-else>连续打卡奖励已发放</text>
  </view>
  <button v-if="!todayCheckedIn" class="checkin-btn" @click="doCheckin">打卡</button>
</view>

<!-- 本月打卡日历 -->
<view class="calendar-section">
  <text class="section-title">📅 本月打卡 {{ monthlyCount }} 天</text>
  <view class="calendar-grid">
    <view v-for="(day, i) in calendarDays" :key="i" class="calendar-day">
      <text class="day-num">{{ day }}</text>
      <view v-if="checkedInDates.includes(day)" class="day-dot checked"></view>
    </view>
  </view>
</view>
</view>
</template>

<script>
import { wealthCheckin, wealthCheckinToday, wealthCheckinMonthly } from '@/utils/api.js'

export default {
data() {
return {
  todayCheckedIn: false,
  monthlyCount: 0,
  checkedInDates: [],
  calendarDays: []
}
},
onLoad() {
this.loadData()
this.generateCalendar()
},
methods: {
generateCalendar() {
  const now = new Date()
  const daysInMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0).getDate()
  this.calendarDays = Array.from({ length: daysInMonth }, (_, i) => i + 1)
},
async loadData() {
  const [todayRes, monthlyRes] = await Promise.all([
    wealthCheckinToday({}),
    wealthCheckinMonthly({})
  ])
  if (todayRes.code === 200) this.todayCheckedIn = todayRes.data
  if (monthlyRes.code === 200) {
    this.monthlyCount = monthlyRes.data.count || 0
    this.checkedInDates = (monthlyRes.data.dates || []).map(d => new Date(d).getDate())
  }
},
async doCheckin() {
  const res = await wealthCheckin({})
  if (res.code === 200) {
    this.todayCheckedIn = true
    uni.showToast({ title: '打卡成功 +' + res.data + '能量', icon: 'success' })
    this.loadData()
  }
}
}
}
</script>

<style scoped>
.container { padding: 30rpx; }
.header { text-align: center; margin-bottom: 40rpx; }
.title { font-size: 36rpx; font-weight: bold; }
.subtitle { font-size: 24rpx; color: #999; margin-top: 8rpx; }
.today-card {
display: flex; align-items: center; background: #fff;
border-radius: 20rpx; padding: 30rpx; box-shadow: 0 2rpx 12rpx rgba(0,0,0,0.06);
}
.today-card.done { background: #f0fdf4; }
.today-icon { width: 80rpx; height: 80rpx; display: flex; align-items: center; justify-content: center; }
.icon-text { font-size: 48rpx; }
.today-info { flex: 1; margin-left: 20rpx; }
.today-label { font-size: 28rpx; font-weight: bold; color: #333; }
.today-energy { font-size: 22rpx; color: #F97316; margin-top: 4rpx; }
.checkin-btn {
background: linear-gradient(135deg, #42A5F5, #1565C0);
color: #fff; border: none; border-radius: 40rpx;
padding: 12rpx 36rpx; font-size: 26rpx; font-weight: bold;
}
.calendar-section { margin-top: 40rpx; }
.section-title { font-size: 28rpx; font-weight: bold; margin-bottom: 20rpx; }
.calendar-grid {
display: flex; flex-wrap: wrap; gap: 8rpx;
background: #fff; border-radius: 16rpx; padding: 20rpx;
}
.calendar-day {
width: calc(100% / 7 - 8rpx); text-align: center; padding: 8rpx 0;
}
.day-num { font-size: 24rpx; color: #666; }
.day-dot { width: 12rpx; height: 12rpx; border-radius: 50%; margin: 4rpx auto 0; }
.day-dot.checked { background: #4CAF50; }
</style>

[ ] Step 3: 在 pages.json 注册路径

{
"path": "pages/wealth/checkin",
"style": {
"navigationBarTitleText": "记账打卡"
}
}

[ ] Step 4: Commit

git add cfc-frontend/utils/api.js cfc-frontend/pages/wealth/checkin.vue cfc-frontend/pages.json
git commit -m "feat: add finance checkin page (mini-program)"

Task 6: 小程序 — 保单管理页面

Files:

Create: cfc-frontend/pages/wealth/insurance-list.vue
Create: cfc-frontend/pages/wealth/insurance-add.vue

[ ] Step 1: 保单列表页

<template>
<view class="container">
<view class="header">
  <text class="title">🛡️ 我的保单</text>
  <text class="subtitle">已有 {{ count }} 份保单</text>
</view>

<view v-if="loading" class="loading-wrap">
  <text class="loading-text">加载中...</text>
</view>
<view v-else-if="list.length === 0" class="empty-wrap">
  <text class="empty-icon">📄</text>
  <text class="empty-text">还没有保单，添加一份吧</text>
  <button class="add-btn" @click="goAdd">添加保单</button>
</view>
<scroll-view v-else scroll-y class="list-scroll">
  <view v-for="item in list" :key="item.id" class="policy-card">
    <view class="policy-header">
      <text class="policy-type">{{ typeLabel(item.policyType) }}</text>
      <text class="policy-status" :class="{ active: item.status === 1 }">
        {{ item.status === 1 ? '有效' : '已失效' }}
      </text>
    </view>
    <view class="policy-body">
      <text class="policy-name">被保人：{{ item.insuredName }}</text>
      <text class="policy-amount">保额：{{ item.coverageAmount }}万</text>
      <text class="policy-company">{{ item.insuranceCompany }}</text>
    </view>
    <view class="policy-footer">
      <text class="policy-date">{{ item.startDate }} ~ {{ item.endDate }}</text>
      <button class="del-btn" size="mini" @click="handleDelete(item.id)">删除</button>
    </view>
  </view>
  <view v-if="noMore" class="no-more">— 没有更多了 —</view>
</scroll-view>
</view>
</template>

<script>
import { wealthInsuranceList, wealthInsuranceCount, wealthInsuranceDelete } from '@/utils/api.js'

const TYPE_MAP = { medical: '医疗险', critical: '重疾险', accident: '意外险', life: '寿险', pension: '养老险', other: '其他' }

export default {
data() {
return {
  list: [],
  count: 0,
  page: 1,
  size: 20,
  loading: false,
  noMore: false
}
},
onLoad() { this.load() },
methods: {
typeLabel(t) { return TYPE_MAP[t] || t },
async load() {
  this.loading = true
  const [listRes, countRes] = await Promise.all([
    wealthInsuranceList({ page: this.page, size: this.size }),
    wealthInsuranceCount()
  ])
  this.loading = false
  if (listRes.code === 200 && listRes.data) {
    this.list = listRes.data.records || []
    this.noMore = this.list.length >= (listRes.data.total || 0)
  }
  if (countRes.code === 200) this.count = countRes.data || 0
},
goAdd() { uni.navigateTo({ url: '/pages/wealth/insurance-add' }) },
async handleDelete(id) {
  uni.showModal({
    title: '提示', content: '确定删除该保单？',
    success: async (res) => {
      if (res.confirm) {
        await wealthInsuranceDelete({ id })
        uni.showToast({ title: '删除成功', icon: 'success' })
        this.load()
      }
    }
  })
}
}
}
</script>

<style scoped>
.container { padding: 30rpx; }
.header { margin-bottom: 30rpx; }
.title { font-size: 36rpx; font-weight: bold; }
.subtitle { font-size: 24rpx; color: #999; margin-top: 6rpx; }
.loading-wrap, .empty-wrap { display: flex; flex-direction: column; align-items: center; padding-top: 120rpx; }
.empty-icon { font-size: 100rpx; }
.empty-text { font-size: 28rpx; color: #999; margin: 20rpx 0; }
.add-btn {
background: linear-gradient(135deg, #5B9BD5, #3A7CC4);
color: #fff; border: none; border-radius: 40rpx;
padding: 16rpx 60rpx; font-size: 28rpx;
}
.policy-card {
background: #fff; border-radius: 16rpx; padding: 24rpx;
margin-bottom: 20rpx; box-shadow: 0 2rpx 8rpx rgba(0,0,0,0.06);
}
.policy-header { display: flex; justify-content: space-between; align-items: center; }
.policy-type { font-size: 28rpx; font-weight: bold; color: #333; }
.policy-status { font-size: 22rpx; color: #999; }
.policy-status.active { color: #4CAF50; }
.policy-body { margin: 12rpx 0; }
.policy-name, .policy-amount, .policy-company { display: block; font-size: 24rpx; color: #666; margin-top: 4rpx; }
.policy-footer { display: flex; justify-content: space-between; align-items: center; margin-top: 12rpx; }
.policy-date { font-size: 22rpx; color: #bbb; }
.del-btn { color: #e74c3c; font-size: 22rpx; }
.no-more { text-align: center; padding: 30rpx; color: #ccc; font-size: 24rpx; }
</style>

[ ] Step 2: 添加保单页

<template>
<view class="container">
<text class="title">添加保单</text>

<view class="form">
  <view class="form-item">
    <text class="label">保单类型 *</text>
    <picker :range="typeOptions" range-key="label" @change="e => form.policyType = typeOptions[e.detail.value].value">
      <view class="picker">{{ typeLabel(form.policyType) || '请选择' }}</view>
    </picker>
  </view>
  <view class="form-item">
    <text class="label">被保人 *</text>
    <input v-model="form.insuredName" placeholder="姓名" class="input" />
  </view>
  <view class="form-item">
    <text class="label">与被保人关系</text>
    <picker :range="relationOptions" range-key="label" @change="e => form.insuredRelation = relationOptions[e.detail.value].value">
      <view class="picker">{{ relationLabel(form.insuredRelation) || '请选择' }}</view>
    </picker>
  </view>
  <view class="form-item">
    <text class="label">保险公司</text>
    <input v-model="form.insuranceCompany" placeholder="如：中国人寿" class="input" />
  </view>
  <view class="form-item">
    <text class="label">保额（万元）</text>
    <input v-model="form.coverageAmount" type="digit" placeholder="50" class="input" />
  </view>
  <view class="form-item">
    <text class="label">年缴保费</text>
    <input v-model="form.premium" type="digit" placeholder="5000" class="input" />
  </view>
  <view class="form-item">
    <text class="label">保单照片</text>
    <button class="upload-btn" @click="chooseImage">上传照片</button>
    <image v-if="form.imageUrl" :src="form.imageUrl" class="preview" mode="aspectFit" />
  </view>
  <button class="submit-btn" @click="handleSubmit">保存并获取能量</button>
</view>
</view>
</template>

<script>
import { wealthInsuranceCreate } from '@/utils/api.js'

const TYPE_OPTIONS = [
{ label: '医疗险', value: 'medical' }, { label: '重疾险', value: 'critical' },
{ label: '意外险', value: 'accident' }, { label: '寿险', value: 'life' },
{ label: '养老险', value: 'pension' }, { label: '其他', value: 'other' }
]
const RELATION_OPTIONS = [
{ label: '本人', value: 'self' }, { label: '配偶', value: 'spouse' },
{ label: '子女', value: 'child' }, { label: '父母', value: 'parent' }
]
const TYPE_MAP = { medical: '医疗险', critical: '重疾险', accident: '意外险', life: '寿险', pension: '养老险', other: '其他' }
const RELATION_MAP = { self: '本人', spouse: '配偶', child: '子女', parent: '父母' }

export default {
data() {
return {
  typeOptions: TYPE_OPTIONS,
  relationOptions: RELATION_OPTIONS,
  form: {
    policyType: '', insuredName: '', insuredRelation: 'self',
    insuranceCompany: '', policyNumber: '', coverageAmount: '',
    premium: '', imageUrl: ''
  }
}
},
methods: {
typeLabel(v) { return TYPE_MAP[v] },
relationLabel(v) { return RELATION_MAP[v] },
chooseImage() {
  uni.chooseImage({ count: 1, sizeType: ['compressed'] }).then(res => {
    const tempPath = res.tempFilePaths[0]
    // 上传图片
    uni.uploadFile({
      url: 'http://localhost:9080/api/admin/articles/upload/image', // TODO: use config.api
      filePath: tempPath, name: 'file',
      success: (uploadRes) => {
        const data = JSON.parse(uploadRes.data)
        if (data.code === 200) this.form.imageUrl = data.data
      }
    })
  })
},
async handleSubmit() {
  if (!this.form.policyType || !this.form.insuredName) {
    uni.showToast({ title: '请填写完整信息', icon: 'none' })
    return
  }
  const res = await wealthInsuranceCreate({
    ...this.form,
    coverageAmount: parseFloat(this.form.coverageAmount) || 0,
    premium: parseFloat(this.form.premium) || 0
  })
  if (res.code === 200) {
    uni.showToast({ title: '添加成功 +50能量', icon: 'success' })
    setTimeout(() => uni.navigateBack(), 1500)
  }
}
}
}
</script>

<style scoped>
.container { padding: 30rpx; }
.title { font-size: 32rpx; font-weight: bold; margin-bottom: 30rpx; }
.form-item { margin-bottom: 24rpx; }
.label { font-size: 26rpx; color: #666; display: block; margin-bottom: 8rpx; }
.input, .picker {
width: 100%; padding: 16rpx 20rpx; border: 1rpx solid #eee;
border-radius: 12rpx; font-size: 26rpx; box-sizing: border-box;
}
.picker { color: #333; }
.upload-btn { font-size: 24rpx; padding: 10rpx 30rpx; background: #f0f0f0; border-radius: 8rpx; display: inline-block; }
.preview { width: 200rpx; height: 280rpx; margin-top: 12rpx; border-radius: 8rpx; }
.submit-btn {
width: 100%; background: linear-gradient(135deg, #42A5F5, #1565C0);
color: #fff; border: none; border-radius: 44rpx;
padding: 24rpx 0; font-size: 30rpx; font-weight: bold; margin-top: 40rpx;
}
</style>

[ ] Step 3: 在 pages.json 注册路径

{
"path": "pages/wealth/insurance-list",
"style": { "navigationBarTitleText": "我的保单" }
},
{
"path": "pages/wealth/insurance-add",
"style": { "navigationBarTitleText": "添加保单" }
}

[ ] Step 4: Commit

git add cfc-frontend/pages/wealth/insurance-list.vue cfc-frontend/pages/wealth/insurance-add.vue cfc-frontend/pages.json
git commit -m "feat: add insurance policy management pages (mini-program)"

验证清单

记账打卡
- 首次点击打卡 → +3 能量，当天不可重复打卡
- 连续7天 → 额外 +10 能量
- 当月日历正确显示打卡日
保单管理
- 添加保单（填写类型/被保人/保额/上传照片） → +50 能量
- 同一保单号不可重复添加
- 列表/删除正常
富维度比例
- 默认任务 wealth 比例 10%
- 财商类任务 wealth 比例 90%
- 日上限 50
后端编译: mvn clean compile 无错误
LSP 诊断: 所有文件无错误

2026-06-11-wealth-dimension-implementation.md 35 KB Bezpośredni odnośnik Historia Czysty

富维度（财富健康）实现计划

文件改动总览

Task 1: 数据库 — 新建两张表

Task 2: 后端实体 + Mapper

Task 3: 后端 Service + Controller

Task 4: 调整富维度默认比例和日上限

Task 5: 小程序 — 记账打卡页面

Task 6: 小程序 — 保单管理页面

验证清单

2026-06-11-wealth-dimension-implementation.md 35 KB

Bezpośredni odnośnik Historia Czysty