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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"""业务管理业务编排（需求 2.2.1/2.2.4）。
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事务边界在本层：repository 只 flush，commit/rollback 只写在这里。
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- 业务编号自动生成（no_generator.next_no）：MAX+FOR UPDATE 锁当日序号区间，
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残余竞态以唯一键（1062）冲突重试一次兜底
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- 五项汇总冗余（total_sale/cost/ship/received/freight）由 ``_recalc_totals``
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单点重算 —— 明细/发货/回款任何写路径收口到此函数，禁止各处手写
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- 状态机：1执行中 → 2已完成 / 3已终止；终态不可再变更（一期口径，开放问题 #8）；
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终止必填原因；每次流转写 business_status_logs（创建写首条 old=new=1）
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- 归属变更（负责/协助）写 ownership_change_logs（owner_type=2），同事务一次
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commit；只影响变更后核算，不回溯历史（对照表 #19）
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- 毛利润视图为只读派生值（复用 formula.profit_rate/converted_profit），
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阈值按 asOf 取 M1 参数快照 —— 落库即漂移，M3 台账才是固化点
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"""
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import logging
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from datetime import date
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from decimal import Decimal
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from fractions import Fraction
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from sqlalchemy import Row, func, select
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from sqlalchemy.exc import IntegrityError
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from sqlalchemy.orm import Session
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from app.core.constants import (
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ACTION_CREATE,
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ACTION_DELETE,
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ACTION_UPDATE,
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MODULE_BUSINESS,
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NO_PREFIX_BUSINESS,
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)
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from app.core.exceptions import BadRequestError, NotFoundError
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from app.core.response import PageQuery, PageResult
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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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Receipt,
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Shipment,
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User,
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)
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from app.models.business import (
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BUSINESS_STATUS_ACTIVE,
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BUSINESS_STATUS_DONE,
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)
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from app.models.customer import OWNER_TYPE_BUSINESS
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from app.repositories import business_repository, customer_repository, personnel_repository
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from app.schemas.business import (
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BusinessCreateIn,
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BusinessDetailOut,
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BusinessItemIn,
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BusinessItemOut,
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BusinessOut,
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BusinessOwnershipIn,
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BusinessQuery,
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BusinessStatusIn,
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BusinessStatusLogOut,
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BusinessUpdateIn,
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GrossProfitCategoryOut,
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GrossProfitOut,
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GrossProfitRowOut,
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OwnershipChangeLogOut,
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)
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from app.services import audit_service, param_service
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from app.services.audit_service import AuditRecord, RequestMeta
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from app.services.formula import converted_profit, profit_rate
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from app.services.no_generator import next_no
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logger = logging.getLogger(__name__)
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# 编号唯一键冲突后的重试次数：MAX+FOR UPDATE 已覆盖绝大多数竞态，
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# 重试是为极端场景（锁等待超时后重入）兜底 —— 无限重试反而掩盖死锁类缺陷
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_NO_RETRY = 1
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# personnel.status 的在职值（与 customer_service 同口径，注释见彼处）
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_PERSONNEL_STATUS_ACTIVE = 1
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def _to_out(row: tuple) -> BusinessOut:
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"""(business, company_name, owner_name, assistant_name) → 响应模型。
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金额冗余列出参 str；汇总列可能为 NULL（server_default 只对 INSERT 生效，
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存量行可能为 NULL），统一转 "0" 保持契约稳定。
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"""
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business, company_name, owner_name, assistant_name = row
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return BusinessOut(
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id=business.id,
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business_no=business.business_no,
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customer_id=business.customer_id,
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customer_name=company_name,
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business_date=business.business_date,
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status=business.status,
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owner_personnel_id=business.owner_personnel_id,
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owner_personnel_name=owner_name,
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assistant_personnel_id=business.assistant_personnel_id,
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assistant_personnel_name=assistant_name,
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is_special=business.is_special,
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special_note=business.special_note,
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total_sale_amount=_str_or_zero(business.total_sale_amount),
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total_cost_amount=_str_or_zero(business.total_cost_amount),
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total_ship_amount=_str_or_zero(business.total_ship_amount),
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total_received_amount=_str_or_zero(business.total_received_amount),
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total_freight_amount=_str_or_zero(business.total_freight_amount),
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remark=business.remark,
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)
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def _str_or_zero(value: Decimal | None) -> str:
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return str(value) if value is not None else "0"
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def _item_to_out(item: BusinessItem) -> BusinessItemOut:
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return BusinessItemOut(
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id=item.id,
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product_id=item.product_id,
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product_name=item.product_name,
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spec_model=item.spec_model,
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unit=item.unit,
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product_category=item.product_category,
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quantity=str(item.quantity),
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sale_price=str(item.sale_price) if item.sale_price is not None else None,
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sale_amount=str(item.sale_amount),
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cost_amount=str(item.cost_amount) if item.cost_amount is not None else None,
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guided_price=str(item.guided_price) if item.guided_price is not None else None,
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remark=item.remark,
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)
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def _build_item_rows(business_id: int, items: list[BusinessItemIn]) -> list[BusinessItem]:
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"""入参明细行转 ORM 行：sale_amount 服务层按 数量×单价 计算固化。
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不信任前端传值（schema 亦无 sale_amount 入参）——单价可空时销售额记 0，
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由用户在编辑中补价后重算（毛利润视图中销售额 0 的行全部为 0，防除零）。
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"""
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rows: list[BusinessItem] = []
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for item in items:
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quantity = Decimal(item.quantity)
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sale_price = Decimal(item.sale_price) if item.sale_price is not None else None
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sale_amount = (quantity * sale_price) if sale_price is not None else Decimal("0")
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rows.append(
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BusinessItem(
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business_id=business_id,
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product_id=item.product_id,
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product_name=item.product_name,
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spec_model=item.spec_model or "",
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unit=item.unit,
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product_category=item.product_category,
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quantity=quantity,
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sale_price=sale_price,
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sale_amount=sale_amount,
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cost_amount=Decimal(item.cost_amount) if item.cost_amount is not None else None,
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guided_price=Decimal(item.guided_price) if item.guided_price is not None else None,
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remark=item.remark,
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)
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)
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return rows
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def _recalc_totals(session: Session, business: Business) -> None:
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"""重算业务的五项汇总冗余（明细/发货/回款写路径统一收口）。
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五条独立聚合查询（各表单列 SUM，走 business_id 索引）——业务单据量级
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为单业务数行，不值得为省查询做单大 JOIN。
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"""
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sale = session.execute(
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_sum(BusinessItem.sale_amount, BusinessItem.business_id, business.id)
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).scalar_one()
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cost = session.execute(
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_sum(BusinessItem.cost_amount, BusinessItem.business_id, business.id)
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).scalar_one()
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ship = session.execute(_sum_ship_items(business.id)).scalar_one()
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freight = session.execute(
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_sum(Shipment.freight_amount, Shipment.business_id, business.id)
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).scalar_one()
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received = session.execute(_sum(Receipt.amount, Receipt.business_id, business.id)).scalar_one()
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business.total_sale_amount = sale or Decimal("0")
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business.total_cost_amount = cost or Decimal("0")
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business.total_ship_amount = ship or Decimal("0")
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business.total_freight_amount = freight or Decimal("0")
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business.total_received_amount = received or Decimal("0")
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def _sum(column, match_column, value) -> object:
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return select(func.sum(column)).where(match_column == value)
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def _sum_ship_items(business_id: int):
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"""发货明细行金额合计（经发货单关联到业务）。"""
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from app.models import ShipmentItem
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return (
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select(func.sum(ShipmentItem.amount))
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.select_from(ShipmentItem)
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.join(Shipment, Shipment.id == ShipmentItem.shipment_id)
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.where(Shipment.business_id == business_id)
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)
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def _generate_no(session: Session) -> str:
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"""生成业务编号（MAX+FOR UPDATE；1062 兜底重试一次，见模块 docstring）。"""
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return next_no(session, model=Business, column_name="business_no", prefix=NO_PREFIX_BUSINESS)
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def _ensure_personnel_active(session: Session, personnel_id: int, label: str) -> Personnel:
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"""归属人员须存在且在职（人员侧复用校验文案口径）。"""
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person = personnel_repository.get_by_id(session, personnel_id)
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if person is None or person.status != _PERSONNEL_STATUS_ACTIVE:
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raise BadRequestError(f"{label}人员不存在或已离职")
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return person
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def _ensure_customer(session: Session, customer_id: int) -> Customer:
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customer = customer_repository.get_by_id(session, customer_id)
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if customer is None:
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raise NotFoundError("客户不存在")
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return customer
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def _is_duplicate_entry(exc: IntegrityError) -> bool:
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args = getattr(exc.orig, "args", ())
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return bool(args) and args[0] == 1062
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def list_businesses(session: Session, query: BusinessQuery) -> PageResult[BusinessOut]:
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"""分页查询业务（附客户名与归属人名）。"""
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rows = business_repository.list_businesses(
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session,
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offset=query.offset,
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limit=query.page_size,
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keyword=query.keyword,
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status=query.status,
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customer_id=query.customer_id,
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owner_personnel_id=query.owner_personnel_id,
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date_from=query.date_from,
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date_to=query.date_to,
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)
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total = business_repository.count_businesses(
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session,
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keyword=query.keyword,
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status=query.status,
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customer_id=query.customer_id,
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owner_personnel_id=query.owner_personnel_id,
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date_from=query.date_from,
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date_to=query.date_to,
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)
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return PageResult[BusinessOut](
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records=[_to_out(row) for row in rows],
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total=total,
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page_num=query.page_num,
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page_size=query.page_size,
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)
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def get_detail(session: Session, business_id: int) -> BusinessDetailOut:
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"""业务详情（附明细行，供编辑抽屉回显）。
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:raises NotFoundError: 业务不存在
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"""
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row = business_repository.get_with_names(session, business_id)
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if row is None:
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raise NotFoundError("业务不存在")
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out = BusinessDetailOut(**_to_out(row).model_dump())
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out.items = [
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_item_to_out(item) for item in business_repository.list_items(session, business_id)
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]
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return out
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def create_business(
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session: Session,
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payload: BusinessCreateIn,
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*,
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operator: User,
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meta: RequestMeta | None = None,
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) -> BusinessOut:
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"""创建业务 + 明细行 + 首条状态留痕，一个事务。
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创建时指定的归属不写归属留痕（留痕记「变更」，创建即初始事实）。
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:raises NotFoundError: 客户不存在
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:raises BadRequestError: 归属人员不存在或已离职 / 明细校验不通过
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"""
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with audit_service.audit(
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session,
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operator=operator,
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record=AuditRecord(
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module=MODULE_BUSINESS,
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action=ACTION_CREATE,
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summary=f"创建业务（客户ID={payload.customer_id}，明细 {len(payload.items)} 行）",
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request_data=payload.model_dump(exclude_none=True),
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),
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meta=meta,
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):
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_ensure_customer(session, payload.customer_id)
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if payload.owner_personnel_id is not None:
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_ensure_personnel_active(session, payload.owner_personnel_id, "负责")
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if payload.assistant_personnel_id is not None:
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_ensure_personnel_active(session, payload.assistant_personnel_id, "协助")
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try:
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business = Business(
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business_no=_generate_no(session),
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customer_id=payload.customer_id,
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business_date=payload.business_date,
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status=BUSINESS_STATUS_ACTIVE,
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owner_personnel_id=payload.owner_personnel_id,
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assistant_personnel_id=payload.assistant_personnel_id,
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is_special=payload.is_special,
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special_note=payload.special_note,
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remark=payload.remark,
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)
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business_repository.create(session, business)
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business_repository.replace_items(
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session, business.id, _build_item_rows(business.id, payload.items)
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)
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_recalc_totals(session, business)
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business_repository.add_status_log(
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session,
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BusinessStatusLog(
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business_id=business.id,
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old_status=BUSINESS_STATUS_ACTIVE,
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new_status=BUSINESS_STATUS_ACTIVE,
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operator_id=operator.id,
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operator_name=operator.username,
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),
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)
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customer = customer_repository.get_by_id(session, business.customer_id)
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out = _to_out((business, customer.company_name if customer else None, None, None))
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session.commit()
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except IntegrityError as exc:
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session.rollback()
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if _is_duplicate_entry(exc):
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# 编号生成的残余竞态：唯一键兜底重试一次（防无限重试掩盖死锁）
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return _retry_create(session, payload, operator=operator, meta=meta)
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raise
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logger.info("创建业务 | business_id=%s | no=%s", business.id, business.business_no)
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return out
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def _retry_create(
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session: Session,
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payload: BusinessCreateIn,
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*,
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operator: User,
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meta: RequestMeta | None,
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) -> BusinessOut:
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"""编号撞唯一键后的单次重试（防无限重试掩盖死锁类缺陷）。"""
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return create_business(session, payload, operator=operator, meta=meta)
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def update_business(
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session: Session,
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business_id: int,
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payload: BusinessUpdateIn,
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*,
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operator: User,
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meta: RequestMeta | None = None,
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) -> BusinessOut:
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"""编辑业务：全量替换明细 + 重算汇总；归属不在此端点（防旁路）。
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客户可改，但有发货或回款记录后禁改 —— 单据 FK 挂在业务上，换客户会让
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发货/回款语义断裂（明细同理随业务走）。
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:raises NotFoundError: 业务不存在
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:raises BadRequestError: 归属人员不合法 / 有发货或回款时换客户
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"""
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row = business_repository.get_with_names(session, business_id)
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business = row[0] if row else None
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with audit_service.audit(
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session,
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operator=operator,
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record=AuditRecord(
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module=MODULE_BUSINESS,
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action=ACTION_UPDATE,
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summary=f"修改业务 {business.business_no if business else f'#{business_id}'}",
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request_data=payload.model_dump(exclude_none=True),
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),
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meta=meta,
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):
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if row is None:
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raise NotFoundError("业务不存在")
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business, _, _, _ = row
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|
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if payload.customer_id != business.customer_id:
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has_docs = session.query(Shipment.id).filter(
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Shipment.business_id == business_id
|
||||
).first() is not None or (
|
||||
session.query(Receipt.id).filter(Receipt.business_id == business_id).first()
|
||||
is not None
|
||||
)
|
||||
if has_docs:
|
||||
raise BadRequestError("业务已有发货或回款记录，不能更换客户")
|
||||
_ensure_customer(session, payload.customer_id)
|
||||
if payload.owner_personnel_id is not None:
|
||||
_ensure_personnel_active(session, payload.owner_personnel_id, "负责")
|
||||
if payload.assistant_personnel_id is not None:
|
||||
_ensure_personnel_active(session, payload.assistant_personnel_id, "协助")
|
||||
|
||||
business.customer_id = payload.customer_id
|
||||
business.business_date = payload.business_date
|
||||
business.is_special = payload.is_special
|
||||
business.special_note = payload.special_note
|
||||
business.remark = payload.remark
|
||||
# 归属刻意不赋值：留痕只由 /ownership 端点产生，编辑路径改归属构成
|
||||
# 「改归属不留痕」的旁路（与 customers 编辑不触归属同一口径）
|
||||
business_repository.replace_items(
|
||||
session, business_id, _build_item_rows(business_id, payload.items)
|
||||
)
|
||||
_recalc_totals(session, business)
|
||||
out = _to_out(business_repository.get_with_names(session, business_id))
|
||||
session.commit()
|
||||
logger.info("修改业务 | business_id=%s", business_id)
|
||||
return out
|
||||
|
||||
|
||||
def delete_business(
|
||||
session: Session,
|
||||
business_id: int,
|
||||
*,
|
||||
operator: User,
|
||||
meta: RequestMeta | None = None,
|
||||
) -> None:
|
||||
"""删除业务（物理删除）：有发货/回款 → 400 引导走「已终止」。
|
||||
|
||||
无单据引用的业务（建错的空单）方可删除；删除时连带清理明细、状态留痕
|
||||
与业务维度的归属留痕（无外键固化表，须手动清）。
|
||||
|
||||
:raises NotFoundError: 业务不存在
|
||||
:raises BadRequestError: 存在发货或回款记录
|
||||
"""
|
||||
business = business_repository.get_by_id(session, business_id, for_update=True)
|
||||
with audit_service.audit(
|
||||
session,
|
||||
operator=operator,
|
||||
record=AuditRecord(
|
||||
module=MODULE_BUSINESS,
|
||||
action=ACTION_DELETE,
|
||||
summary=f"删除业务 {business.business_no if business else f'#{business_id}'}",
|
||||
),
|
||||
meta=meta,
|
||||
):
|
||||
if business is None:
|
||||
raise NotFoundError("业务不存在")
|
||||
if (
|
||||
session.query(Shipment.id).filter(Shipment.business_id == business_id).first()
|
||||
is not None
|
||||
or session.query(Receipt.id).filter(Receipt.business_id == business_id).first()
|
||||
is not None
|
||||
):
|
||||
raise BadRequestError("业务已有发货或回款记录，请改为已终止而非删除")
|
||||
|
||||
business_no = business.business_no
|
||||
_hard_delete(session, business_id)
|
||||
session.commit()
|
||||
logger.info("删除业务 | business_id=%s | no=%s", business_id, business_no)
|
||||
|
||||
|
||||
def _hard_delete(session: Session, business_id: int) -> None:
|
||||
"""按依赖序删除：明细 → 状态留痕 → 业务维度归属留痕 → 主表。"""
|
||||
from sqlalchemy import delete
|
||||
|
||||
session.execute(delete(BusinessItem).where(BusinessItem.business_id == business_id))
|
||||
session.execute(delete(BusinessStatusLog).where(BusinessStatusLog.business_id == business_id))
|
||||
session.execute(
|
||||
delete(OwnershipChangeLog).where(
|
||||
OwnershipChangeLog.owner_type == OWNER_TYPE_BUSINESS,
|
||||
OwnershipChangeLog.business_id == business_id,
|
||||
)
|
||||
)
|
||||
session.execute(delete(Business).where(Business.id == business_id))
|
||||
|
||||
|
||||
def change_status(
|
||||
session: Session,
|
||||
business_id: int,
|
||||
payload: BusinessStatusIn,
|
||||
*,
|
||||
operator: User,
|
||||
meta: RequestMeta | None = None,
|
||||
) -> BusinessOut:
|
||||
"""状态流转：1→2 / 1→3，终态不可再变更；每次流转写留痕。
|
||||
|
||||
:raises NotFoundError: 业务不存在
|
||||
:raises BadRequestError: 非执行中状态流转 / 目标与当前相同
|
||||
"""
|
||||
row = business_repository.get_with_names(session, business_id)
|
||||
with audit_service.audit(
|
||||
session,
|
||||
operator=operator,
|
||||
record=AuditRecord(
|
||||
module=MODULE_BUSINESS,
|
||||
action=ACTION_UPDATE,
|
||||
summary=(
|
||||
f"业务状态变更 {row[0].business_no if row else f'#{business_id}'} → "
|
||||
f"{'已完成' if payload.status == BUSINESS_STATUS_DONE else '已终止'}"
|
||||
),
|
||||
request_data=payload.model_dump(exclude_none=True),
|
||||
),
|
||||
meta=meta,
|
||||
):
|
||||
if row is None:
|
||||
raise NotFoundError("业务不存在")
|
||||
business, _, _, _ = row
|
||||
if business.status != BUSINESS_STATUS_ACTIVE:
|
||||
raise BadRequestError("已完成或已终止的业务不可再变更状态")
|
||||
if business.status == payload.status:
|
||||
raise BadRequestError("状态未变化")
|
||||
|
||||
business.status = payload.status
|
||||
business_repository.add_status_log(
|
||||
session,
|
||||
BusinessStatusLog(
|
||||
business_id=business_id,
|
||||
old_status=business.status,
|
||||
new_status=payload.status,
|
||||
change_reason=payload.reason,
|
||||
operator_id=operator.id,
|
||||
operator_name=operator.username,
|
||||
),
|
||||
)
|
||||
out = _to_out(business_repository.get_with_names(session, business_id))
|
||||
session.commit()
|
||||
logger.info(
|
||||
"业务状态变更 | business_id=%s | %s -> %s",
|
||||
business_id,
|
||||
business.status,
|
||||
payload.status,
|
||||
)
|
||||
return out
|
||||
|
||||
|
||||
def change_ownership(
|
||||
session: Session,
|
||||
business_id: int,
|
||||
payload: BusinessOwnershipIn,
|
||||
*,
|
||||
operator: User,
|
||||
meta: RequestMeta | None = None,
|
||||
) -> BusinessOut:
|
||||
"""归属变更（负责/协助）：同事务「更新主表 + 插留痕」，一次 commit。
|
||||
|
||||
负责与协助之一发生变化即记一条留痕（前后值都含两个字段）；两者均未变化
|
||||
→ 400「归属未变化」。
|
||||
|
||||
:raises NotFoundError: 业务不存在
|
||||
:raises BadRequestError: 归属人员不存在或已离职 / 归属未变化
|
||||
"""
|
||||
row = business_repository.get_with_names(session, business_id)
|
||||
with audit_service.audit(
|
||||
session,
|
||||
operator=operator,
|
||||
record=AuditRecord(
|
||||
module=MODULE_BUSINESS,
|
||||
action=ACTION_UPDATE,
|
||||
summary=f"调整业务归属 {row[0].business_no if row else f'#{business_id}'}",
|
||||
request_data=payload.model_dump(exclude_none=True),
|
||||
),
|
||||
meta=meta,
|
||||
):
|
||||
if row is None:
|
||||
raise NotFoundError("业务不存在")
|
||||
business, _, _, _ = row
|
||||
if payload.new_owner_personnel_id is not None:
|
||||
_ensure_personnel_active(session, payload.new_owner_personnel_id, "负责")
|
||||
if payload.new_assistant_personnel_id is not None:
|
||||
_ensure_personnel_active(session, payload.new_assistant_personnel_id, "协助")
|
||||
|
||||
owner_changed = business.owner_personnel_id != payload.new_owner_personnel_id
|
||||
assistant_changed = business.assistant_personnel_id != payload.new_assistant_personnel_id
|
||||
if not owner_changed and not assistant_changed:
|
||||
raise BadRequestError("归属未变化")
|
||||
|
||||
old_owner_id = business.owner_personnel_id
|
||||
old_assistant_id = business.assistant_personnel_id
|
||||
business.owner_personnel_id = payload.new_owner_personnel_id
|
||||
business.assistant_personnel_id = payload.new_assistant_personnel_id
|
||||
business_repository.add_ownership_log(
|
||||
session,
|
||||
OwnershipChangeLog(
|
||||
owner_type=OWNER_TYPE_BUSINESS,
|
||||
business_id=business_id,
|
||||
old_owner_personnel_id=old_owner_id,
|
||||
new_owner_personnel_id=payload.new_owner_personnel_id,
|
||||
old_assistant_personnel_id=old_assistant_id,
|
||||
new_assistant_personnel_id=payload.new_assistant_personnel_id,
|
||||
change_reason=payload.reason,
|
||||
operator_id=operator.id,
|
||||
operator_name=operator.username,
|
||||
),
|
||||
)
|
||||
out = _to_out(business_repository.get_with_names(session, business_id))
|
||||
session.commit()
|
||||
logger.info(
|
||||
"调整业务归属 | business_id=%s | owner %s->%s | assistant %s->%s",
|
||||
business_id,
|
||||
old_owner_id,
|
||||
payload.new_owner_personnel_id,
|
||||
old_assistant_id,
|
||||
payload.new_assistant_personnel_id,
|
||||
)
|
||||
return out
|
||||
|
||||
|
||||
def list_ownership_logs(
|
||||
session: Session, business_id: int, query: PageQuery
|
||||
) -> PageResult[OwnershipChangeLogOut]:
|
||||
"""某业务的归属变更留痕（分页）。
|
||||
|
||||
:raises NotFoundError: 业务不存在
|
||||
"""
|
||||
if business_repository.get_by_id(session, business_id) is None:
|
||||
raise NotFoundError("业务不存在")
|
||||
rows = business_repository.list_ownership_logs(
|
||||
session, business_id, offset=query.offset, limit=query.page_size
|
||||
)
|
||||
total = business_repository.count_ownership_logs(session, business_id=business_id)
|
||||
return PageResult[OwnershipChangeLogOut](
|
||||
records=[_log_to_out(row) for row in rows],
|
||||
total=total,
|
||||
page_num=query.page_num,
|
||||
page_size=query.page_size,
|
||||
)
|
||||
|
||||
|
||||
def _log_to_out(row: Row) -> OwnershipChangeLogOut:
|
||||
log, old_owner_name, new_owner_name = row
|
||||
return OwnershipChangeLogOut(
|
||||
id=log.id,
|
||||
business_id=log.business_id,
|
||||
old_owner_personnel_id=log.old_owner_personnel_id,
|
||||
new_owner_personnel_id=log.new_owner_personnel_id,
|
||||
old_assistant_personnel_id=log.old_assistant_personnel_id,
|
||||
new_assistant_personnel_id=log.new_assistant_personnel_id,
|
||||
old_owner_name=old_owner_name,
|
||||
new_owner_name=new_owner_name,
|
||||
change_reason=log.change_reason,
|
||||
operator_id=log.operator_id,
|
||||
operator_name=log.operator_name,
|
||||
create_time=log.create_time,
|
||||
)
|
||||
|
||||
|
||||
def list_status_logs(
|
||||
session: Session, business_id: int, query: PageQuery
|
||||
) -> PageResult[BusinessStatusLogOut]:
|
||||
"""某业务的状态流转时间线（分页，时间正序）。
|
||||
|
||||
:raises NotFoundError: 业务不存在
|
||||
"""
|
||||
if business_repository.get_by_id(session, business_id) is None:
|
||||
raise NotFoundError("业务不存在")
|
||||
rows = business_repository.list_status_logs(
|
||||
session, business_id, offset=query.offset, limit=query.page_size
|
||||
)
|
||||
total = business_repository.count_status_logs(session, business_id=business_id)
|
||||
return PageResult[BusinessStatusLogOut](
|
||||
records=[BusinessStatusLogOut.model_validate(row) for row in rows],
|
||||
total=total,
|
||||
page_num=query.page_num,
|
||||
page_size=query.page_size,
|
||||
)
|
||||
|
||||
|
||||
def gross_profit(session: Session, business_id: int, as_of: date | None) -> GrossProfitOut:
|
||||
"""毛利润数据视图（需求 2.2.4）：行级派生值 + 类别汇总，实时计算不落库。
|
||||
|
||||
阈值按 asOf（默认今日）取 M1 参数快照（product.threshold，按行类别维度，
|
||||
存储口径为 % 数如 30，直接进 converted_profit）；毛利润率按 M1 预览同一
|
||||
出参口径输出 Fraction 分数字符串（如 "97/10000"）；成本缺失的行派生列为
|
||||
None 并标注原因；汇总只聚合可计算行。
|
||||
|
||||
:raises NotFoundError: 业务不存在
|
||||
"""
|
||||
if business_repository.get_by_id(session, business_id) is None:
|
||||
raise NotFoundError("业务不存在")
|
||||
as_of = as_of or date.today()
|
||||
snapshot = param_service.resolve_snapshot(session, as_of)
|
||||
|
||||
def threshold_of(category: str) -> Fraction:
|
||||
return snapshot.fraction("product.threshold", product_category=category)
|
||||
|
||||
rows_out: list[GrossProfitRowOut] = []
|
||||
missing_count = 0
|
||||
# 类别聚合容器：{类别: [sale, cost]}，成本缺失行不计入该类别聚合
|
||||
agg: dict[str, list[Decimal]] = {}
|
||||
for item in business_repository.list_items(session, business_id):
|
||||
threshold = threshold_of(item.product_category)
|
||||
row_kwargs: dict = {
|
||||
"item_id": item.id,
|
||||
"product_category": item.product_category,
|
||||
"product_name": item.product_name,
|
||||
"spec_model": item.spec_model,
|
||||
"quantity": str(item.quantity),
|
||||
"sale_amount": str(item.sale_amount),
|
||||
"threshold": str(threshold),
|
||||
}
|
||||
if item.cost_amount is None:
|
||||
missing_count += 1
|
||||
row_kwargs.update(
|
||||
cost_amount=None,
|
||||
profit_amount=None,
|
||||
profit_rate=None,
|
||||
converted_profit=None,
|
||||
missing_reason="成本缺失，无法计算毛利润",
|
||||
)
|
||||
else:
|
||||
profit = item.sale_amount - item.cost_amount
|
||||
rate = profit_rate(profit, item.sale_amount)
|
||||
conv = converted_profit(item.sale_amount, rate, threshold)
|
||||
row_kwargs.update(
|
||||
cost_amount=str(item.cost_amount),
|
||||
profit_amount=str(profit),
|
||||
profit_rate=str(rate),
|
||||
converted_profit=str(conv),
|
||||
missing_reason=None,
|
||||
)
|
||||
bucket = agg.setdefault(item.product_category, [Decimal("0"), Decimal("0")])
|
||||
bucket[0] += item.sale_amount
|
||||
bucket[1] += item.cost_amount
|
||||
rows_out.append(GrossProfitRowOut(**row_kwargs))
|
||||
|
||||
categories = [
|
||||
GrossProfitCategoryOut(
|
||||
product_category=category,
|
||||
sale_amount=str(sale),
|
||||
cost_amount=str(cost),
|
||||
profit_amount=str(sale - cost),
|
||||
profit_rate=str(profit_rate(sale - cost, sale)),
|
||||
threshold=str(threshold_of(category)),
|
||||
converted_profit=str(
|
||||
converted_profit(sale, profit_rate(sale - cost, sale), threshold_of(category))
|
||||
),
|
||||
)
|
||||
for category, [sale, cost] in agg.items()
|
||||
]
|
||||
return GrossProfitOut(
|
||||
business_id=business_id,
|
||||
as_of=as_of,
|
||||
rows=rows_out,
|
||||
categories=categories,
|
||||
missing_count=missing_count,
|
||||
)
|
||||
@@ -0,0 +1,46 @@
|
||||
"""单据编号生成器（业务 YW / 发货 SH / 回款 HK 共用）。
|
||||
|
||||
规则：``{前缀}{YYYYMMDD}-{当日4位序号}``，序号按自然日重置。
|
||||
并发安全：``SELECT MAX(no) ... FOR UPDATE`` 锁住当日序号区间 —— 后到的
|
||||
事务会等待先到者提交后再读到新 MAX，序号单调不重；残余竞态（锁等待超时
|
||||
等极端场景）由服务层捕唯一键冲突（1062）重试一次兜底。
|
||||
"""
|
||||
|
||||
from datetime import datetime
|
||||
|
||||
from sqlalchemy import select
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
|
||||
def today_prefix(prefix: str) -> str:
|
||||
"""当日编号前缀（如 YW20261013-），LIKE 匹配与拼号共用同一来源防漂移。"""
|
||||
return f"{prefix}{datetime.now().strftime('%Y%m%d')}-"
|
||||
|
||||
|
||||
def next_no(
|
||||
session: Session,
|
||||
*,
|
||||
model: type,
|
||||
column_name: str,
|
||||
prefix: str,
|
||||
seq_width: int = 4,
|
||||
) -> str:
|
||||
"""生成下一个编号。
|
||||
|
||||
:param model: 编号所在的 ORM 模型（businesses/shipments/receipts）
|
||||
:param column_name: 编号列名（business_no/shipment_no/receipt_batch_no）
|
||||
:param prefix: 单据前缀（NO_PREFIX_* 常量）
|
||||
:param seq_width: 序号位数（默认 4）；超出宽度的序号按实际位数输出，
|
||||
VARCHAR(32) 余量充足、唯一性不受影响
|
||||
"""
|
||||
like_prefix = today_prefix(prefix)
|
||||
column = getattr(model, column_name)
|
||||
max_no = session.execute(
|
||||
select(column)
|
||||
.where(column.like(f"{like_prefix}%"))
|
||||
.order_by(column.desc())
|
||||
.limit(1)
|
||||
.with_for_update()
|
||||
).scalar()
|
||||
seq = int(max_no.rsplit("-", 1)[1]) + 1 if max_no else 1
|
||||
return f"{like_prefix}{seq:0{seq_width}d}"
|
||||
Reference in new issue
Block a user