{ "title": "租赁业务台账 - 原型预览(开发)", "errors": [ "Warning: Encountered two children with the same key, `%s`. Keys should be unique so that components maintain their identity across updates. Non-unique keys may cause children to be duplicated and/or omitted — the behavior is unsupported and could change in a future version.%s closed \n at LeaseBusinessLedgerApp (http://localhost:51720/prototypes/lease-business-ledger/index.tsx?t=1782980649549:55:33)\n at AxhubPreviewErrorBoundary (http://localhost:51720/prototypes/lease-business-ledger/__axhub-preview-loader.js:8:5)", "Warning: Encountered two children with the same key, `%s`. Keys should be unique so that components maintain their identity across updates. Non-unique keys may cause children to be duplicated and/or omitted — the behavior is unsupported and could change in a future version.%s closed \n at LeaseBusinessLedgerApp (http://localhost:51720/prototypes/lease-business-ledger/index.tsx?t=1782980649549:55:33)\n at AxhubPreviewErrorBoundary (http://localhost:51720/prototypes/lease-business-ledger/__axhub-preview-loader.js:8:5)" ], "source": { "directory": { "nodes": [ { "type": "folder", "id": "oneos-project-nav", "title": "ONE-OS 原型导航", "defaultExpanded": true, "children": [ { "type": "link", "id": "nav-link-contract-template-management", "title": "合同模板管理", "href": "/prototypes/contract-template-management", "target": "self" }, { "type": "link", "id": "nav-link-insurance-procurement", "title": "保险采购", "href": "/prototypes/insurance-procurement", "target": "self" }, { "type": "link", "id": "nav-link-vehicle-management", "title": "车辆管理", "href": "/prototypes/vehicle-management", "target": "self" }, { "type": "link", "id": "nav-link-lease-contract-management", "title": "租赁合同管理", "href": "/prototypes/lease-contract-management", "target": "self" }, { "type": "link", "id": "nav-link-customer-management", "title": "客户管理", "href": "/prototypes/customer-management", "target": "self" }, { "type": "link", "id": "nav-link-lease-business-ledger", "title": "租赁业务台账(当前)", "href": "/prototypes/lease-business-ledger", "target": "self" }, { "type": "link", "id": "nav-link-vehicle-h2-fee-ledger", "title": "车辆氢费明细", "href": "/prototypes/vehicle-h2-fee-ledger", "target": "self" }, { "type": "link", "id": "nav-link-self-operated-business-ledger", "title": "自营业务台账", "href": "/prototypes/self-operated-business-ledger", "target": "self" }, { "type": "folder", "id": "nav-folder-prototypes-oneos-web", "title": "ONE-OS Web 端", "defaultExpanded": true, "children": [ { "type": "link", "id": "nav-link-oneos-web-workbench", "title": "工作台", "href": "/prototypes/oneos-web-workbench", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-login", "title": "登录", "href": "/prototypes/oneos-web-login", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-vehicle-asset", "title": "车辆管理", "href": "/prototypes/oneos-web-vehicle-asset", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-contract-template", "title": "合同模板管理", "href": "/prototypes/oneos-web-contract-template", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-help-center", "title": "帮助中心", "href": "/prototypes/oneos-web-help-center", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-finance", "title": "财务管理", "href": "/prototypes/oneos-web-finance", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-procurement", "title": "采购管理", "href": "/prototypes/oneos-web-procurement", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-lease-contract", "title": "车辆租赁合同", "href": "/prototypes/oneos-web-lease-contract", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-h2-station", "title": "加氢站管理", "href": "/prototypes/oneos-web-h2-station", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-data-analysis", "title": "数据分析", "href": "/prototypes/oneos-web-data-analysis", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-ledger-data", "title": "台账数据", "href": "/prototypes/oneos-web-ledger-data", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-business", "title": "业务管理", "href": "/prototypes/oneos-web-business", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-ops", "title": "运维管理", "href": "/prototypes/oneos-web-ops", "target": "self" }, { "type": "link", "id": "nav-link-oneos-web-requirements", "title": "需求说明", "href": "/prototypes/oneos-web-requirements", "target": "self" } ] } ] }, { "type": "folder", "id": "lbl-doc-root", "title": "租赁业务台账说明", "defaultExpanded": true, "children": [ { "type": "markdown", "id": "lbl-doc-overview", "title": "模块总览", "markdown": "## 1. 模块定位\n\n| 项 | 说明 |\n|---|---|\n| 模块名称 | 台账数据 — 租赁业务台账 |\n| 目标用户 | 租赁业务客服、业务服务组主管 |\n| 核心任务 | 维护租赁运营明细、汇总应收实收与盈亏、标记确认与关联收款 |\n| 页面结构 | 筛选区 + KPI 统计 + 工具栏 + 宽表 + 下拉加载更多(不做分页) |\n\n---" }, { "type": "link", "id": "lbl-link-self", "title": "租赁业务台账原型", "href": "./index.html", "target": "self" }, { "type": "markdown", "id": "lbl-doc-prd", "title": "PRD 全文", "markdown": "# 租赁业务台账 · 产品需求说明(PRD)\n\n> 对齐《租赁业务运营明细台账模版》;业务服务组维护各自台账,标记已确认与收款关联为原型演示。\n\n---\n\n## 1. 模块定位\n\n| 项 | 说明 |\n|---|---|\n| 模块名称 | 台账数据 — 租赁业务台账 |\n| 目标用户 | 租赁业务客服、业务服务组主管 |\n| 核心任务 | 维护租赁运营明细、汇总应收实收与盈亏、标记确认与关联收款 |\n| 页面结构 | 筛选区 + KPI 统计 + 工具栏 + 宽表 + 下拉加载更多(不做分页) |\n\n---\n\n## 2. 筛选区\n\n默认展示 4 项(一行),点击「更多筛选」展开全部 8 项。\n\n| 筛选项 | 说明 |\n|---|---|\n| 年份 / 月份 | 账单所属年月 |\n| 业务部门 / 业务员 | 精确匹配 |\n| 车牌号码 | 精确匹配 |\n| 客户名称 | 模糊包含 |\n| 明细状态 | 草稿 / 已确认 / 部分收款 / 已收款 |\n| 付款日期 | 日期区间 |\n\n---\n\n## 3. KPI 统计卡片(6 张)\n\n台账条数、应收总计、实收总计、未收总计、成本总计、盈亏总计。\n\n- **台账条数**:员工仅统计本人录入;主管统计全组。点击切换列表为显示全部。\n- **未收总计**:点击筛选下方列表为未收款数据。\n\n### 台账条数 KPI\n\n业务服务组员工只能看到自己录入的数据条数以及金额;业务服务组主管可以查看所有业务服务组人员录入的数据总和。点击可切换列表显示全部数据。\n\n### 未收总计 KPI\n\n点击未收总计卡片,下方列表仅展示未收款数据(状态不等于已收款)。\n\n---\n\n## 4. 列表工具栏\n\n左侧「仅显示未收款数据」勾选后,列表仅显示状态不等于已收款的记录。\n\n| 按钮 | 行为 |\n|---|---|\n| 批量导入 | 下载模板并上传 Excel(原型 Toast) |\n| 导出 | 导出当前筛选结果 |\n| 标记为已确认 | 勾选草稿行后二次确认 |\n| 提交收款审批 | 勾选行提交审批 |\n\n添加行已移至表格底部;列表采用下拉加载更多,不做分页。\n\n### 标记为已确认\n\n勾选草稿记录后点击,弹出二次确认:「确认后的数据只有主管才能继续进行修改,是否确认数据准确无误?」确认后状态变更为已确认,业务服务组人员不可再删改。\n\n### 添加行\n\n位于表格底部;列表不做分页,采用下拉加载更多,避免多选受分页限制。\n\n---\n\n## 5. 列表字段\n\n对齐 Excel「租赁车辆收入明细表」全量字段:年份、月份、业务部门(含业务员)、付款日期、车牌(含车型)、客户(含项目)、增值服务、享免政策、提车/合同/起止日期、平均天数、押金、合同标的租金、应收与收入拆分、减免、实收/未收、开票与付款信息、成本拆分、盈亏、GPS里程、减免明细、资产归属、签约公司、备注。\n\n宽表支持横向滚动;序号与操作列固定。\n\n---\n\n## 6. 状态流转\n\n1. 新增/导入 → **草稿**(业务服务组可删改)\n2. 多选 + 「标记为已确认」→ **已确认**(仅主管可改)\n3. 已确认行可「关联收款记录」;到账合计 < 应收 → **部分收款**;≥ 应收 → **已收款**\n\n---\n\n## 7. 字段说明\n\n### 业务部门列\n\n业务部门与业务员合并为一列:上方业务部门,下方业务员。\n\n### 车牌号码列\n\n车牌与车型合并为一列:上方车牌号码,下方品牌与型号;导入/新增时按车牌在系统中自动匹配。\n\n### 客户名称列\n\n客户名称与项目名称合并为一列:上方客户名称,下方项目名称;按账单日期与车牌号自动匹配。\n\n### 提车日期\n\n等于交车管理中该车辆运维 E 签宝签字完成的时间。\n\n### 保证金\n\n与创建合同时的保证金、提车应收款中的保证金等同;提车应收款有保证金时显示。\n\n### 合同标的租金\n\n等于该车辆在签订该合同时合同中的租金(月租金标准)。\n\n### 应收租金\n\n按合同付款周期(1/3/6/12 个月)计算的单期账单租金总金额 = 合同标的租金 × 付款周期月数。\n\n### 月度收入\n\n租金 + 服务费 − 里程减免金额 − 其他减免金额(后两项为减项)。\n\n### 月度租金\n\n根据客户付款周期间隔,计算每个月需收取的租金,等于合同标的租金。\n\n### 维保包干收入\n\n合同勾选维保包干时:单价(元/km)× 里程数,必填;未勾选时默认 0 且不可编辑。\n\n### 保险上浮费\n\n事故中有保险上浮费时,最新账单显示警示标志;关联事故单后自动汇总上浮费,支持多选。\n\n### 运维费(收入侧)\n\n维修/保养台账为「客户承担」时,最新一期账单显示警示图标,提醒关联维修/保养记录;关联后自动汇总运维费,支持多选。\n\n### 其他收入\n\n手工填写,预留作为特殊情况记录使用。\n\n### 实收金额\n\n根据财务导入收款明细归集;支持关联多条并分配计入金额;超出应收部分在单据下自行分配。\n\n### 未收金额\n\n未收金额 = 应收合计 − 实收金额,系统自动计算,不可手工录入。\n\n### 开票日期\n\n账单开票后由财务维护,自动反写,只读。\n\n### 实际付款日期\n\n关联收款记录时取对应到账记录的付款日期;未关联时为空。\n\n### 付款方式\n\n由合同付款周期决定:1 个月→月度预付,3 个月→季度预付,6 个月→半年预付,12 个月→年度预付。\n\n### 车辆标准成本\n\n固定成本,按车型明细维护,只读。\n\n### 车辆实际成本\n\n车辆标准成本 ×(实际天数 / 30),自动计算。\n\n### 保险费\n\n暂保留,不可编辑和导入;后续可能自动计算。\n\n### 氢费\n\n表头提示:仅显示合同氢费承担方式为「我司承担」时,该账单期内氢费总和(含未对账/已对账)。\n\n### 运维费(成本侧)\n\n与收入侧运维费平进平出,自动同步。\n\n### 居间费\n\n手动输入。\n\n### 其他(成本侧)\n\n前方其他收入有填写时,此处为必填项;与收入侧其他费用区分。\n\n### GPS里程\n\n从 BI 里程取账单时间段的数据,自动展示。\n\n### 其他减免金额明细内容\n\n手动输入,备注明细内容。\n\n### 资产归属\n\n显示车辆实际归属公司名称,按车辆档案自动获取。\n\n### 签约公司\n\n租赁合同甲方,签订合同时自动获取;用于租赁总账利润归集。\n\n### 备注\n\n手动输入。", "markdownPath": "src/prototypes/lease-business-ledger/.spec/requirements-prd.md" }, { "type": "folder", "id": "lbl-doc-page-annotations", "title": "页面标注", "defaultExpanded": true, "children": [ { "type": "markdown", "id": "lbl-doc-lbl-filter", "title": "筛选条件", "markdown": "## 2. 筛选区\n\n默认展示 4 项(一行),点击「更多筛选」展开全部 8 项。\n\n| 筛选项 | 说明 |\n|---|---|\n| 年份 / 月份 | 账单所属年月 |\n| 业务部门 / 业务员 | 精确匹配 |\n| 车牌号码 | 精确匹配 |\n| 客户名称 | 模糊包含 |\n| 明细状态 | 草稿 / 已确认 / 部分收款 / 已收款 |\n| 付款日期 | 日期区间 |\n\n---" }, { "type": "folder", "id": "lbl-doc-folder-kpi", "title": "KPI 统计", "defaultExpanded": false, "children": [ { "type": "markdown", "id": "lbl-doc-lbl-kpi", "title": "KPI 统计", "markdown": "## 3. KPI 统计卡片(6 张)\n\n台账条数、应收总计、实收总计、未收总计、成本总计、盈亏总计。\n\n- **台账条数**:员工仅统计本人录入;主管统计全组。点击切换列表为显示全部。\n- **未收总计**:点击筛选下方列表为未收款数据。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-kpi-count", "title": "台账条数", "markdown": "## 台账条数 KPI\n\n业务服务组员工只能看到自己录入的数据条数以及金额;业务服务组主管可以查看所有业务服务组人员录入的数据总和。点击可切换列表显示全部数据。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-kpi-unreceived", "title": "未收总计", "markdown": "## 未收总计 KPI\n\n点击未收总计卡片,下方列表仅展示未收款数据(状态不等于已收款)。\n\n---" } ] }, { "type": "folder", "id": "lbl-doc-folder-toolbar", "title": "列表工具栏", "defaultExpanded": false, "children": [ { "type": "markdown", "id": "lbl-doc-lbl-toolbar", "title": "列表工具栏", "markdown": "## 4. 列表工具栏\n\n左侧「仅显示未收款数据」勾选后,列表仅显示状态不等于已收款的记录。\n\n| 按钮 | 行为 |\n|---|---|\n| 批量导入 | 下载模板并上传 Excel(原型 Toast) |\n| 导出 | 导出当前筛选结果 |\n| 标记为已确认 | 勾选草稿行后二次确认 |\n| 提交收款审批 | 勾选行提交审批 |\n\n添加行已移至表格底部;列表采用下拉加载更多,不做分页。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-btn-mark-confirmed", "title": "标记为已确认", "markdown": "## 标记为已确认\n\n勾选草稿记录后点击,弹出二次确认:「确认后的数据只有主管才能继续进行修改,是否确认数据准确无误?」确认后状态变更为已确认,业务服务组人员不可再删改。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-btn-add-row", "title": "添加行", "markdown": "## 添加行\n\n位于表格底部;列表不做分页,采用下拉加载更多,避免多选受分页限制。\n\n---" } ] }, { "type": "folder", "id": "lbl-doc-folder-table", "title": "租赁台账宽表", "defaultExpanded": true, "children": [ { "type": "markdown", "id": "lbl-doc-lbl-table", "title": "租赁台账宽表", "markdown": "## 5. 列表字段\n\n对齐 Excel「租赁车辆收入明细表」全量字段:年份、月份、业务部门(含业务员)、付款日期、车牌(含车型)、客户(含项目)、增值服务、享免政策、提车/合同/起止日期、平均天数、押金、合同标的租金、应收与收入拆分、减免、实收/未收、开票与付款信息、成本拆分、盈亏、GPS里程、减免明细、资产归属、签约公司、备注。\n\n宽表支持横向滚动;序号与操作列固定。" }, { "type": "markdown", "id": "lbl-doc-lbl-col-status", "title": "状态流转", "markdown": "## 状态流转\n\n1. 新增/导入 → **草稿**(业务服务组可删改)\n2. 多选 + 「标记为已确认」→ **已确认**(仅主管可改)\n3. 已确认行可「关联收款记录」;到账合计 < 应收 → **部分收款**;≥ 应收 → **已收款**\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-dept", "title": "业务部门", "markdown": "## 业务部门列\n\n业务部门与业务员合并为一列:上方业务部门,下方业务员。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-plate", "title": "车牌号码", "markdown": "## 车牌号码列\n\n车牌与车型合并为一列:上方车牌号码,下方品牌与型号;导入/新增时按车牌在系统中自动匹配。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-customer", "title": "客户名称", "markdown": "## 客户名称列\n\n客户名称与项目名称合并为一列:上方客户名称,下方项目名称;按账单日期与车牌号自动匹配。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-pickup-date", "title": "提车日期", "markdown": "## 提车日期\n\n等于交车管理中该车辆运维 E 签宝签字完成的时间。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-deposit", "title": "保证金", "markdown": "## 保证金\n\n与创建合同时的保证金、提车应收款中的保证金等同;提车应收款有保证金时显示。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-contract-rent", "title": "合同标的租金", "markdown": "## 合同标的租金\n\n等于该车辆在签订该合同时合同中的租金(月租金标准)。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-receivable-rent", "title": "应收租金", "markdown": "## 应收租金\n\n按合同付款周期(1/3/6/12 个月)计算的单期账单租金总金额 = 合同标的租金 × 付款周期月数。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-monthly-income", "title": "月度收入", "markdown": "## 月度收入\n\n租金 + 服务费 − 里程减免金额 − 其他减免金额(后两项为减项)。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-monthly-rent", "title": "月度租金", "markdown": "## 月度租金\n\n根据客户付款周期间隔,计算每个月需收取的租金,等于合同标的租金。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-maintenance-income", "title": "维保包干收入", "markdown": "## 维保包干收入\n\n合同勾选维保包干时:单价(元/km)× 里程数,必填;未勾选时默认 0 且不可编辑。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-insurance-surcharge", "title": "保险上浮费", "markdown": "## 保险上浮费\n\n事故中有保险上浮费时,最新账单显示警示标志;关联事故单后自动汇总上浮费,支持多选。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-ops-income", "title": "运维费(收入侧)", "markdown": "## 运维费(收入侧)\n\n维修/保养台账为「客户承担」时,最新一期账单显示警示图标,提醒关联维修/保养记录;关联后自动汇总运维费,支持多选。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-other-income", "title": "其他收入", "markdown": "## 其他收入\n\n手工填写,预留作为特殊情况记录使用。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-received-amount", "title": "实收金额", "markdown": "## 实收金额\n\n根据财务导入收款明细归集;支持关联多条并分配计入金额;超出应收部分在单据下自行分配。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-unreceived", "title": "未收金额", "markdown": "## 未收金额\n\n未收金额 = 应收合计 − 实收金额,系统自动计算,不可手工录入。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-invoice-date", "title": "开票日期", "markdown": "## 开票日期\n\n账单开票后由财务维护,自动反写,只读。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-actual-payment", "title": "实际付款日期", "markdown": "## 实际付款日期\n\n关联收款记录时取对应到账记录的付款日期;未关联时为空。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-payment-method", "title": "付款方式", "markdown": "## 付款方式\n\n由合同付款周期决定:1 个月→月度预付,3 个月→季度预付,6 个月→半年预付,12 个月→年度预付。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-vehicle-standard-cost", "title": "车辆标准成本", "markdown": "## 车辆标准成本\n\n固定成本,按车型明细维护,只读。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-vehicle-actual-cost", "title": "车辆实际成本", "markdown": "## 车辆实际成本\n\n车辆标准成本 ×(实际天数 / 30),自动计算。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-insurance-fee", "title": "保险费", "markdown": "## 保险费\n\n暂保留,不可编辑和导入;后续可能自动计算。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-hydrogen-fee", "title": "氢费", "markdown": "## 氢费\n\n表头提示:仅显示合同氢费承担方式为「我司承担」时,该账单期内氢费总和(含未对账/已对账)。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-ops-cost", "title": "运维费(成本侧)", "markdown": "## 运维费(成本侧)\n\n与收入侧运维费平进平出,自动同步。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-brokerage-fee", "title": "居间费", "markdown": "## 居间费\n\n手动输入。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-other-cost", "title": "其他(成本侧)", "markdown": "## 其他(成本侧)\n\n前方其他收入有填写时,此处为必填项;与收入侧其他费用区分。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-gps-mileage", "title": "GPS里程", "markdown": "## GPS里程\n\n从 BI 里程取账单时间段的数据,自动展示。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-deduction-detail", "title": "其他减免金额明细内容", "markdown": "## 其他减免金额明细内容\n\n手动输入,备注明细内容。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-asset-ownership", "title": "资产归属", "markdown": "## 资产归属\n\n显示车辆实际归属公司名称,按车辆档案自动获取。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-signing-company", "title": "签约公司", "markdown": "## 签约公司\n\n租赁合同甲方,签订合同时自动获取;用于租赁总账利润归集。\n\n---" }, { "type": "markdown", "id": "lbl-doc-lbl-col-remark", "title": "备注", "markdown": "## 备注\n\n手动输入。\n\n---" } ] } ] } ] } ] }, "nodes": [ { "id": "lbl-filter", "index": 1, "title": "筛选条件", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-filter\"]" ], "fingerprint": "lbl-filter", "path": [] }, "aiPrompt": "年份、月份、部门、业务员等筛选。", "annotationText": "## 2. 筛选区\n\n默认展示 4 项(一行),点击「更多筛选」展开全部 8 项。\n\n| 筛选项 | 说明 |\n|---|---|\n| 年份 / 月份 | 账单所属年月 |\n| 业务部门 / 业务员 | 精确匹配 |\n| 车牌号码 | 精确匹配 |\n| 客户名称 | 模糊包含 |\n| 明细状态 | 草稿 / 已确认 / 部分收款 / 已收款 |\n| 付款日期 | 日期区间 |\n\n---", "hasMarkdown": true, "color": "#2563eb", "images": [], "createdAt": 1740787200000, "updatedAt": 1740787200000, "controls": [] }, { "id": "lbl-kpi", "index": 2, "title": "KPI 统计", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-kpi\"]" ], "fingerprint": "lbl-kpi", "path": [] }, "aiPrompt": "六张统计卡片口径。", "annotationText": "## 3. KPI 统计卡片(6 张)\n\n台账条数、应收总计、实收总计、未收总计、成本总计、盈亏总计。\n\n- **台账条数**:员工仅统计本人录入;主管统计全组。点击切换列表为显示全部。\n- **未收总计**:点击筛选下方列表为未收款数据。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1740787200000, "controls": [] }, { "id": "lbl-kpi-count", "index": 3, "title": "台账条数", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-kpi-count\"]" ], "fingerprint": "lbl-kpi-count", "path": [] }, "aiPrompt": "台账条数 KPI 点击切换列表。", "annotationText": "## 台账条数 KPI\n\n业务服务组员工只能看到自己录入的数据条数以及金额;业务服务组主管可以查看所有业务服务组人员录入的数据总和。点击可切换列表显示全部数据。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-kpi-unreceived", "index": 4, "title": "未收总计", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-kpi-unreceived\"]" ], "fingerprint": "lbl-kpi-unreceived", "path": [] }, "aiPrompt": "未收总计 KPI 筛选未收款。", "annotationText": "## 未收总计 KPI\n\n点击未收总计卡片,下方列表仅展示未收款数据(状态不等于已收款)。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-toolbar", "index": 5, "title": "列表工具栏", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-toolbar\"]" ], "fingerprint": "lbl-toolbar", "path": [] }, "aiPrompt": "导入、导出、标记确认、提交审批。", "annotationText": "## 4. 列表工具栏\n\n左侧「仅显示未收款数据」勾选后,列表仅显示状态不等于已收款的记录。\n\n| 按钮 | 行为 |\n|---|---|\n| 批量导入 | 下载模板并上传 Excel(原型 Toast) |\n| 导出 | 导出当前筛选结果 |\n| 标记为已确认 | 勾选草稿行后二次确认 |\n| 提交收款审批 | 勾选行提交审批 |\n\n添加行已移至表格底部;列表采用下拉加载更多,不做分页。\n\n---", "hasMarkdown": true, "color": "#0f766e", "images": [], "createdAt": 1740787200000, "updatedAt": 1740787200000, "controls": [] }, { "id": "lbl-btn-mark-confirmed", "index": 6, "title": "标记为已确认", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-btn-mark-confirmed\"]" ], "fingerprint": "lbl-btn-mark-confirmed", "path": [] }, "aiPrompt": "草稿批量确认与权限收口。", "annotationText": "## 标记为已确认\n\n勾选草稿记录后点击,弹出二次确认:「确认后的数据只有主管才能继续进行修改,是否确认数据准确无误?」确认后状态变更为已确认,业务服务组人员不可再删改。\n\n---", "hasMarkdown": true, "color": "#0f766e", "images": [], "createdAt": 1782700000000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-btn-add-row", "index": 7, "title": "添加行", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-btn-add-row\"]" ], "fingerprint": "lbl-btn-add-row", "path": [] }, "aiPrompt": "表格底部新增行。", "annotationText": "## 添加行\n\n位于表格底部;列表不做分页,采用下拉加载更多,避免多选受分页限制。\n\n---", "hasMarkdown": true, "color": "#0f766e", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-table", "index": 8, "title": "租赁台账宽表", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-table\"]" ], "fingerprint": "lbl-table", "path": [] }, "aiPrompt": "运营明细台账列表与行操作。", "annotationText": "## 5. 列表字段\n\n对齐 Excel「租赁车辆收入明细表」全量字段:年份、月份、业务部门(含业务员)、付款日期、车牌(含车型)、客户(含项目)、增值服务、享免政策、提车/合同/起止日期、平均天数、押金、合同标的租金、应收与收入拆分、减免、实收/未收、开票与付款信息、成本拆分、盈亏、GPS里程、减免明细、资产归属、签约公司、备注。\n\n宽表支持横向滚动;序号与操作列固定。", "hasMarkdown": true, "color": "#2563eb", "images": [], "createdAt": 1740787200000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-col-status", "index": 9, "title": "状态流转", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-status\"]" ], "fingerprint": "lbl-col-status", "path": [] }, "aiPrompt": "状态流转字段说明。", "annotationText": "## 状态流转\n\n1. 新增/导入 → **草稿**(业务服务组可删改)\n2. 多选 + 「标记为已确认」→ **已确认**(仅主管可改)\n3. 已确认行可「关联收款记录」;到账合计 < 应收 → **部分收款**;≥ 应收 → **已收款**\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1782700000000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-col-dept", "index": 10, "title": "业务部门", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-dept\"]" ], "fingerprint": "lbl-col-dept", "path": [] }, "aiPrompt": "业务部门字段说明。", "annotationText": "## 业务部门列\n\n业务部门与业务员合并为一列:上方业务部门,下方业务员。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1782700000000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-col-plate", "index": 11, "title": "车牌号码", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-plate\"]" ], "fingerprint": "lbl-col-plate", "path": [] }, "aiPrompt": "车牌号码字段说明。", "annotationText": "## 车牌号码列\n\n车牌与车型合并为一列:上方车牌号码,下方品牌与型号;导入/新增时按车牌在系统中自动匹配。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1782700000000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-col-customer", "index": 12, "title": "客户名称", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-customer\"]" ], "fingerprint": "lbl-col-customer", "path": [] }, "aiPrompt": "客户名称字段说明。", "annotationText": "## 客户名称列\n\n客户名称与项目名称合并为一列:上方客户名称,下方项目名称;按账单日期与车牌号自动匹配。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1782700000000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-col-pickup-date", "index": 13, "title": "提车日期", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-pickup-date\"]" ], "fingerprint": "lbl-col-pickup-date", "path": [] }, "aiPrompt": "提车日期字段说明。", "annotationText": "## 提车日期\n\n等于交车管理中该车辆运维 E 签宝签字完成的时间。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-deposit", "index": 14, "title": "保证金", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-deposit\"]" ], "fingerprint": "lbl-col-deposit", "path": [] }, "aiPrompt": "保证金字段说明。", "annotationText": "## 保证金\n\n与创建合同时的保证金、提车应收款中的保证金等同;提车应收款有保证金时显示。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-contract-rent", "index": 15, "title": "合同标的租金", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-contract-rent\"]" ], "fingerprint": "lbl-col-contract-rent", "path": [] }, "aiPrompt": "合同标的租金字段说明。", "annotationText": "## 合同标的租金\n\n等于该车辆在签订该合同时合同中的租金(月租金标准)。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-receivable-rent", "index": 16, "title": "应收租金", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-receivable-rent\"]" ], "fingerprint": "lbl-col-receivable-rent", "path": [] }, "aiPrompt": "应收租金字段说明。", "annotationText": "## 应收租金\n\n按合同付款周期(1/3/6/12 个月)计算的单期账单租金总金额 = 合同标的租金 × 付款周期月数。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-monthly-income", "index": 17, "title": "月度收入", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-monthly-income\"]" ], "fingerprint": "lbl-col-monthly-income", "path": [] }, "aiPrompt": "月度收入字段说明。", "annotationText": "## 月度收入\n\n租金 + 服务费 − 里程减免金额 − 其他减免金额(后两项为减项)。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-monthly-rent", "index": 18, "title": "月度租金", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-monthly-rent\"]" ], "fingerprint": "lbl-col-monthly-rent", "path": [] }, "aiPrompt": "月度租金字段说明。", "annotationText": "## 月度租金\n\n根据客户付款周期间隔,计算每个月需收取的租金,等于合同标的租金。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-maintenance-income", "index": 19, "title": "维保包干收入", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-maintenance-income\"]" ], "fingerprint": "lbl-col-maintenance-income", "path": [] }, "aiPrompt": "维保包干收入字段说明。", "annotationText": "## 维保包干收入\n\n合同勾选维保包干时:单价(元/km)× 里程数,必填;未勾选时默认 0 且不可编辑。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-insurance-surcharge", "index": 20, "title": "保险上浮费", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-insurance-surcharge\"]" ], "fingerprint": "lbl-col-insurance-surcharge", "path": [] }, "aiPrompt": "保险上浮费字段说明。", "annotationText": "## 保险上浮费\n\n事故中有保险上浮费时,最新账单显示警示标志;关联事故单后自动汇总上浮费,支持多选。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-ops-income", "index": 21, "title": "运维费(收入侧)", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-ops-income\"]" ], "fingerprint": "lbl-col-ops-income", "path": [] }, "aiPrompt": "运维费(收入侧)字段说明。", "annotationText": "## 运维费(收入侧)\n\n维修/保养台账为「客户承担」时,最新一期账单显示警示图标,提醒关联维修/保养记录;关联后自动汇总运维费,支持多选。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-other-income", "index": 22, "title": "其他收入", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-other-income\"]" ], "fingerprint": "lbl-col-other-income", "path": [] }, "aiPrompt": "其他收入字段说明。", "annotationText": "## 其他收入\n\n手工填写,预留作为特殊情况记录使用。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-received-amount", "index": 23, "title": "实收金额", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-received-amount\"]" ], "fingerprint": "lbl-col-received-amount", "path": [] }, "aiPrompt": "实收金额字段说明。", "annotationText": "## 实收金额\n\n根据财务导入收款明细归集;支持关联多条并分配计入金额;超出应收部分在单据下自行分配。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-unreceived", "index": 24, "title": "未收金额", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-unreceived\"]" ], "fingerprint": "lbl-col-unreceived", "path": [] }, "aiPrompt": "未收金额字段说明。", "annotationText": "## 未收金额\n\n未收金额 = 应收合计 − 实收金额,系统自动计算,不可手工录入。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1782700000000, "updatedAt": 1782700000000, "controls": [] }, { "id": "lbl-col-invoice-date", "index": 25, "title": "开票日期", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-invoice-date\"]" ], "fingerprint": "lbl-col-invoice-date", "path": [] }, "aiPrompt": "开票日期字段说明。", "annotationText": "## 开票日期\n\n账单开票后由财务维护,自动反写,只读。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-actual-payment", "index": 26, "title": "实际付款日期", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-actual-payment\"]" ], "fingerprint": "lbl-col-actual-payment", "path": [] }, "aiPrompt": "实际付款日期字段说明。", "annotationText": "## 实际付款日期\n\n关联收款记录时取对应到账记录的付款日期;未关联时为空。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-payment-method", "index": 27, "title": "付款方式", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-payment-method\"]" ], "fingerprint": "lbl-col-payment-method", "path": [] }, "aiPrompt": "付款方式字段说明。", "annotationText": "## 付款方式\n\n由合同付款周期决定:1 个月→月度预付,3 个月→季度预付,6 个月→半年预付,12 个月→年度预付。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-vehicle-standard-cost", "index": 28, "title": "车辆标准成本", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-vehicle-standard-cost\"]" ], "fingerprint": "lbl-col-vehicle-standard-cost", "path": [] }, "aiPrompt": "车辆标准成本字段说明。", "annotationText": "## 车辆标准成本\n\n固定成本,按车型明细维护,只读。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-vehicle-actual-cost", "index": 29, "title": "车辆实际成本", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-vehicle-actual-cost\"]" ], "fingerprint": "lbl-col-vehicle-actual-cost", "path": [] }, "aiPrompt": "车辆实际成本字段说明。", "annotationText": "## 车辆实际成本\n\n车辆标准成本 ×(实际天数 / 30),自动计算。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-insurance-fee", "index": 30, "title": "保险费", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-insurance-fee\"]" ], "fingerprint": "lbl-col-insurance-fee", "path": [] }, "aiPrompt": "保险费字段说明。", "annotationText": "## 保险费\n\n暂保留,不可编辑和导入;后续可能自动计算。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-hydrogen-fee", "index": 31, "title": "氢费", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-hydrogen-fee\"]" ], "fingerprint": "lbl-col-hydrogen-fee", "path": [] }, "aiPrompt": "氢费字段说明。", "annotationText": "## 氢费\n\n表头提示:仅显示合同氢费承担方式为「我司承担」时,该账单期内氢费总和(含未对账/已对账)。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-ops-cost", "index": 32, "title": "运维费(成本侧)", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-ops-cost\"]" ], "fingerprint": "lbl-col-ops-cost", "path": [] }, "aiPrompt": "运维费(成本侧)字段说明。", "annotationText": "## 运维费(成本侧)\n\n与收入侧运维费平进平出,自动同步。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-brokerage-fee", "index": 33, "title": "居间费", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-brokerage-fee\"]" ], "fingerprint": "lbl-col-brokerage-fee", "path": [] }, "aiPrompt": "居间费字段说明。", "annotationText": "## 居间费\n\n手动输入。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-other-cost", "index": 34, "title": "其他(成本侧)", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-other-cost\"]" ], "fingerprint": "lbl-col-other-cost", "path": [] }, "aiPrompt": "其他(成本侧)字段说明。", "annotationText": "## 其他(成本侧)\n\n前方其他收入有填写时,此处为必填项;与收入侧其他费用区分。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-gps-mileage", "index": 35, "title": "GPS里程", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-gps-mileage\"]" ], "fingerprint": "lbl-col-gps-mileage", "path": [] }, "aiPrompt": "GPS里程字段说明。", "annotationText": "## GPS里程\n\n从 BI 里程取账单时间段的数据,自动展示。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-deduction-detail", "index": 36, "title": "其他减免金额明细内容", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-deduction-detail\"]" ], "fingerprint": "lbl-col-deduction-detail", "path": [] }, "aiPrompt": "其他减免金额明细内容字段说明。", "annotationText": "## 其他减免金额明细内容\n\n手动输入,备注明细内容。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-asset-ownership", "index": 37, "title": "资产归属", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-asset-ownership\"]" ], "fingerprint": "lbl-col-asset-ownership", "path": [] }, "aiPrompt": "资产归属字段说明。", "annotationText": "## 资产归属\n\n显示车辆实际归属公司名称,按车辆档案自动获取。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-signing-company", "index": 38, "title": "签约公司", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-signing-company\"]" ], "fingerprint": "lbl-col-signing-company", "path": [] }, "aiPrompt": "签约公司字段说明。", "annotationText": "## 签约公司\n\n租赁合同甲方,签订合同时自动获取;用于租赁总账利润归集。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] }, { "id": "lbl-col-remark", "index": 39, "title": "备注", "pageId": "list", "locator": { "selectors": [ "[data-annotation-id=\"lbl-col-remark\"]" ], "fingerprint": "lbl-col-remark", "path": [] }, "aiPrompt": "备注字段说明。", "annotationText": "## 备注\n\n手动输入。\n\n---", "hasMarkdown": true, "color": "#64748b", "images": [], "createdAt": 1740787200000, "updatedAt": 1782711877197, "controls": [] } ] } }