feat(business): 业务管理接口（编号生成/明细/状态机/归属留痕/毛利润视图）
- 编号 YW{日期}-{序号}：MAX+FOR UPDATE 并发安全 + 1062 兜底重试（no_generator 三单据共用）
- 明细全量替换重算五项汇总冗余；销售额服务层按数量×单价固化不信任前端
- 状态机终态拦截、终止必填原因、创建写首条留痕；归属变更同事务留痕防旁路
- 毛利润视图按行实时计算（不含运费 #2），阈值按 asOf 取 M1 快照，率输出
Fraction 分数字符串同 M1 预览口径；成本缺失行标注无法计算
- 入参契约统一为蛇形直出（撤回 customer/business 的驼峰 alias，与前端
businessRoles.ts 模式对齐）
Co-Authored-By: Claude Code <noreply@anthropic.com>
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"""业务数据仓储：业务单、明细、状态留痕与归属留痕。
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只读写数据并 flush；commit/rollback 与业务异常一律在 service 层。
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归属留痕复用 ownership_change_logs（owner_type=2 为业务维度，常量在
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models/customer.py 定义）。
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"""
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from datetime import date
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from sqlalchemy import Row, Select, delete, func, or_, select
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from sqlalchemy.orm import Session, aliased
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from app.models import (
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Business,
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BusinessItem,
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BusinessStatusLog,
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Customer,
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OwnershipChangeLog,
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Personnel,
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)
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from app.models.customer import OWNER_TYPE_BUSINESS
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def get_by_id(session: Session, business_id: int, *, for_update: bool = False) -> Business | None:
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"""按主键取业务行；for_update 供删除保护与状态机使用。"""
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stmt = select(Business).where(Business.id == business_id)
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if for_update:
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stmt = stmt.with_for_update()
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return session.execute(stmt).scalars().first()
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def create(session: Session, business: Business) -> None:
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"""新增业务行（不 commit，flush 让自增 id 就位）。"""
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session.add(business)
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session.flush()
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def get_with_names(
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session: Session, business_id: int
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) -> tuple[Business, str, str | None, str | None] | None:
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"""业务行 + 客户名 + 负责人名 + 协助人名（DTO 与审计摘要共用）。"""
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owner = aliased(Personnel)
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assistant = aliased(Personnel)
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row = session.execute(
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select(Business, Customer.company_name, owner.personnel_name, assistant.personnel_name)
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.join(Customer, Customer.id == Business.customer_id)
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.outerjoin(owner, owner.id == Business.owner_personnel_id)
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.outerjoin(assistant, assistant.id == Business.assistant_personnel_id)
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.where(Business.id == business_id)
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).first()
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return row
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def _apply_filters(
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stmt: Select,
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*,
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keyword: str | None,
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status: int | None,
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customer_id: int | None,
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owner_personnel_id: int | None,
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date_from: date | None,
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date_to: date | None,
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) -> Select:
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"""业务列表的筛选条件（调用方须已 join Customer）。"""
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if keyword:
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# 业务编号/公司名称双列 OR 模糊；contains(autoescape) 同 query_utils.fuzzy
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# 的转义口径（fuzzy 为单列 where 语义，双列 OR 在此直接组合）
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stmt = stmt.where(
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or_(
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Business.business_no.contains(keyword, autoescape=True),
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Customer.company_name.contains(keyword, autoescape=True),
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)
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)
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if status is not None:
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stmt = stmt.where(Business.status == status)
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if customer_id is not None:
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stmt = stmt.where(Business.customer_id == customer_id)
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if owner_personnel_id is not None:
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stmt = stmt.where(Business.owner_personnel_id == owner_personnel_id)
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if date_from is not None:
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stmt = stmt.where(Business.business_date >= date_from)
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if date_to is not None:
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stmt = stmt.where(Business.business_date <= date_to)
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return stmt
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def list_businesses(
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session: Session,
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*,
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offset: int,
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limit: int,
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keyword: str | None,
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status: int | None,
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customer_id: int | None,
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owner_personnel_id: int | None,
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date_from: date | None,
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date_to: date | None,
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) -> list[tuple[Business, str, str | None, str | None]]:
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"""分页查询业务（附客户名/负责人名/协助人名），按 id 倒序。"""
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owner = aliased(Personnel)
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assistant = aliased(Personnel)
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stmt = select(
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Business, Customer.company_name, owner.personnel_name, assistant.personnel_name
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).join(Customer, Customer.id == Business.customer_id)
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stmt = _apply_filters(
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stmt,
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keyword=keyword,
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status=status,
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customer_id=customer_id,
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owner_personnel_id=owner_personnel_id,
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date_from=date_from,
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date_to=date_to,
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)
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stmt = (
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stmt.outerjoin(owner, owner.id == Business.owner_personnel_id)
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.outerjoin(assistant, assistant.id == Business.assistant_personnel_id)
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.order_by(Business.id.desc())
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.offset(offset)
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.limit(limit)
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)
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return list(session.execute(stmt).all())
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def count_businesses(
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session: Session,
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*,
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keyword: str | None,
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status: int | None,
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customer_id: int | None,
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owner_personnel_id: int | None,
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date_from: date | None,
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date_to: date | None,
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) -> int:
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stmt = (
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select(func.count())
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.select_from(Business)
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.join(Customer, Customer.id == Business.customer_id)
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)
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stmt = _apply_filters(
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stmt,
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keyword=keyword,
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status=status,
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customer_id=customer_id,
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owner_personnel_id=owner_personnel_id,
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date_from=date_from,
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date_to=date_to,
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)
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return int(session.execute(stmt).scalar_one())
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def list_items(session: Session, business_id: int) -> list[BusinessItem]:
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"""业务明细行（编辑回显与汇总重算共用）。"""
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return list(
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session.execute(
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select(BusinessItem)
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.where(BusinessItem.business_id == business_id)
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.order_by(BusinessItem.id)
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).scalars()
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)
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def replace_items(session: Session, business_id: int, rows: list[BusinessItem]) -> None:
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"""全量替换明细：先删、立即 flush、再插入（replace_roles 先例的防御写法）。
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同一 flush 中 SQLAlchemy 先处理 INSERT 后处理 DELETE，先删后插不落库
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会在有唯一键的表上撞键；business_items 虽无唯一键，统一按此写法防御。
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"""
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session.execute(delete(BusinessItem).where(BusinessItem.business_id == business_id))
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session.flush()
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for row in rows:
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row.business_id = business_id
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session.add(row)
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session.flush()
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def count_items(session: Session, business_ids: list[int]) -> dict[int, int]:
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"""业务明细行数（删除保护备用）。"""
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if not business_ids:
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return {}
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rows = session.execute(
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select(BusinessItem.business_id, func.count())
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.where(BusinessItem.business_id.in_(business_ids))
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.group_by(BusinessItem.business_id)
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).all()
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return dict(rows)
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def add_status_log(session: Session, log: BusinessStatusLog) -> None:
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"""追加状态留痕（不 commit）。"""
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session.add(log)
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session.flush()
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def list_status_logs(
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session: Session, business_id: int, *, offset: int, limit: int
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) -> list[BusinessStatusLog]:
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"""状态流转时间线（详情页），按时间正序（时间线从创建起展示）。"""
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return list(
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session.execute(
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select(BusinessStatusLog)
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.where(BusinessStatusLog.business_id == business_id)
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.order_by(BusinessStatusLog.create_time, BusinessStatusLog.id)
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.offset(offset)
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.limit(limit)
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).scalars()
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)
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def count_status_logs(session: Session, business_id: int) -> int:
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return int(
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session.execute(
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select(func.count())
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.select_from(BusinessStatusLog)
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.where(BusinessStatusLog.business_id == business_id)
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).scalar_one()
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)
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def add_ownership_log(session: Session, log: OwnershipChangeLog) -> None:
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"""追加归属变更留痕（不 commit）。"""
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session.add(log)
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session.flush()
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def list_ownership_logs(
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session: Session, business_id: int, *, offset: int, limit: int
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) -> list[Row]:
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"""某业务的归属变更留痕（join 人员出姓名；人员删除后为 None，留痕固化 ID 兜底）。"""
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old_p = aliased(Personnel)
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new_p = aliased(Personnel)
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return list(
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session.execute(
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select(OwnershipChangeLog, old_p.personnel_name, new_p.personnel_name)
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.outerjoin(old_p, old_p.id == OwnershipChangeLog.old_owner_personnel_id)
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.outerjoin(new_p, new_p.id == OwnershipChangeLog.new_owner_personnel_id)
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.where(
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OwnershipChangeLog.owner_type == OWNER_TYPE_BUSINESS,
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OwnershipChangeLog.business_id == business_id,
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)
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.order_by(OwnershipChangeLog.create_time.desc(), OwnershipChangeLog.id.desc())
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.offset(offset)
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.limit(limit)
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).all()
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)
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def count_ownership_logs(session: Session, business_id: int) -> int:
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return int(
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session.execute(
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select(func.count())
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.select_from(OwnershipChangeLog)
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.where(
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OwnershipChangeLog.owner_type == OWNER_TYPE_BUSINESS,
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OwnershipChangeLog.business_id == business_id,
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)
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).scalar_one()
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)
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