feat(migration): V8 业务答复口径落实——审批开关默认开启、撤试用期统一参数、经理基数开关、台账分摊唯一键
- #5/#7 答复默认开启：两审批开关 default 翻 1，插 10-19 生效行保时点历史 - #16 答复逐人维护：撤 probation.salary.basic（无业务消费点，月结已读 personnel.salary_standard） - #12 答复参数化：新增 manager.personal.included（默认 0=不计入聚合基数） - #1 答复分配绩效铺路：台账 uk 扩为 (receipt_id, calc_version, personnel_id) 支持分摊拆行 - schema_sync 解析器过滤 ADD CONSTRAINT 误捕获 Co-Authored-By: Claude Code <noreply@anthropic.com>
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"""V8：业务答复口径落实（2026-10-19 回执）。
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四件事，全部源于《待澄清问题清单》2026-10-19 答复：
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1. 审批开关默认值翻转（#5/#7 答复「默认开启」）：param_definitions 的
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default_value 更新为 '1'；param_values **插入生效日 2026-10-19 的新行**
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而非改历史行——参数体系时点化（按业务日期回溯），直接改种子行会篡改
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10-19 之前的口径历史。
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2. 撤销试用期统一工资参数（#16 答复「按人员档案逐人维护」）：删除
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probation.salary.basic 的定义与版本行；月结基本工资已直接读
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personnel.salary_standard（该参数自 M3 ④ 实现起即无业务消费点）。
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3. 新增经理个人户聚合基数开关（#12 答复「作为参数配置，手动调整是否
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纳入」）：manager.personal.included，默认 0=不计入（维持暂口径）。
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4. 绩效台账唯一键加 personnel_id（二次分配分摊铺路，澄清 #1 答复
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「分配绩效」）：分摊后同一回款同版本按人各落一行（负责人余额行 +
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参与人比例行），uk(receipt_id, calc_version) 会撞；扩为三列后聚合行
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（receipt_id NULL）依旧不受 MySQL 唯一索引约束。
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迁移 downgrade 只保留 drop_table/行级种子反向 DELETE（V6 教训：逐个
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drop_index 会撞外键支撑索引 errno 1553）。
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"""
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from datetime import date
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import sqlalchemy as sa
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from alembic import op
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revision = "c7d2e5a81f30"
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down_revision = "3bca400421c6"
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branch_labels = None
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depends_on = None
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def upgrade() -> None:
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"""种子行级变更 + 台账唯一键扩展（无表结构新增/删除）。"""
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# 1. 审批开关默认值翻转（#5/#7：默认开启，业务可关闭）
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op.execute(
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"UPDATE param_definitions SET default_value = '1' "
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"WHERE id IN (17, 18)"
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)
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# 时点化生效行：插新行不改历史（10-19 前仍按 0 解析）
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op.bulk_insert(
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sa.table(
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"param_values",
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sa.column("id", sa.BigInteger),
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sa.column("param_id", sa.BigInteger),
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sa.column("dimension_value", sa.String),
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sa.column("effective_date", sa.Date),
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sa.column("value_text", sa.String),
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sa.column("batch_id", sa.BigInteger),
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),
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[
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{
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"id": 23,
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"param_id": 17,
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"dimension_value": "",
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"effective_date": date(2026, 10, 19),
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"value_text": "1",
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"batch_id": 1,
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},
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{
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"id": 24,
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"param_id": 18,
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"dimension_value": "",
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"effective_date": date(2026, 10, 19),
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"value_text": "1",
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"batch_id": 1,
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},
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],
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)
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# 2. 撤销试用期统一工资参数（#16：按人员档案 personnel.salary_standard 逐人维护）
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op.execute("DELETE FROM param_values WHERE id = 19")
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op.execute("DELETE FROM param_definitions WHERE id = 16")
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# 3. 经理个人户聚合基数开关（#12：参数化，默认不计入）
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op.bulk_insert(
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sa.table(
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"param_definitions",
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sa.column("id", sa.BigInteger),
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sa.column("param_code", sa.String),
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sa.column("param_name", sa.String),
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sa.column("param_group", sa.String),
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sa.column("value_type", sa.String),
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sa.column("unit", sa.String),
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sa.column("dimension_type", sa.String),
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sa.column("options_text", sa.String),
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sa.column("default_value", sa.String),
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sa.column("value_min", sa.String),
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sa.column("value_max", sa.String),
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sa.column("description", sa.String),
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sa.column("sort_order", sa.Integer),
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sa.column("status", sa.Integer),
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),
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[
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{
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"id": 20,
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"param_code": "manager.personal.included",
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"param_name": "经理个人户计入聚合基数",
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"param_group": "经理分成",
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"value_type": "BOOL",
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"unit": None,
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"dimension_type": "NONE",
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"options_text": None,
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"default_value": "0",
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"value_min": None,
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"value_max": None,
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"description": (
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"经理 12.5%+5% 聚合时是否计入经理本人名下经理个人户业绩（澄清 #12 "
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"业务答复 2026-10-19：作为参数配置、手动调整是否纳入）："
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"0=不计入（默认，暂口径） 1=计入"
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),
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"sort_order": 20,
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"status": 1,
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}
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],
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)
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op.bulk_insert(
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sa.table(
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"param_values",
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sa.column("id", sa.BigInteger),
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sa.column("param_id", sa.BigInteger),
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sa.column("dimension_value", sa.String),
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sa.column("effective_date", sa.Date),
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sa.column("value_text", sa.String),
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sa.column("batch_id", sa.BigInteger),
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),
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[
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{
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"id": 25,
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"param_id": 20,
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"dimension_value": "",
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"effective_date": date(2026, 1, 1),
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"value_text": "0",
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"batch_id": 1,
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}
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],
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)
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# 4. 台账唯一键扩为三列（分摊拆行：同回款同版本按人一行）
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# 顺序要紧：旧 uk 是 fk_performance_ledgers_receipt_id 的唯一支撑索引，
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# 先删会撞 errno 1553（外键无支撑索引）；先建新键（receipt_id 仍居最左）
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# 再做替换，两键短暂并存无冲突。
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op.create_unique_constraint(
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"uk_performance_ledgers_receipt_id_calc_version_personnel",
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"performance_ledgers",
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["receipt_id", "calc_version", "personnel_id"],
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)
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op.drop_constraint(
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"uk_performance_ledgers_receipt_id_calc_version",
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"performance_ledgers",
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type_="unique",
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)
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def downgrade() -> None:
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"""反向：唯一键复原 + 种子行级回退（顺序与 upgrade 相反）。
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试用期参数（definitions 16 / values 19）的原始种子在 V3，按 V6 downgrade
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的行级反向惯例显式重插，保证可重放。
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"""
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# 与 upgrade 同因的顺序：先建回旧键再删新键（旧键支撑 receipts 外键）
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op.create_unique_constraint(
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"uk_performance_ledgers_receipt_id_calc_version",
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"performance_ledgers",
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["receipt_id", "calc_version"],
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)
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op.drop_constraint(
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"uk_performance_ledgers_receipt_id_calc_version_personnel",
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"performance_ledgers",
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type_="unique",
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)
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op.execute("DELETE FROM param_values WHERE id = 25")
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op.execute("DELETE FROM param_definitions WHERE id = 20")
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op.execute(
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"INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, "
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"unit, dimension_type, options_text, default_value, value_min, value_max, "
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"description, sort_order, status) VALUES "
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"(16, 'probation.salary.basic', '试用期基本工资标准', '月工资口径', 'DECIMAL', "
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"'元', 'NONE', NULL, '3000', '0', NULL, "
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"'试用期仅发基本工资、不发放绩效（归属待 M2 复核）', 16, 1)"
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)
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op.execute(
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"INSERT INTO param_values (id, param_id, dimension_value, effective_date, "
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"value_text, batch_id) VALUES (19, 16, '', '2026-01-01', '3000', 1)"
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)
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op.execute("DELETE FROM param_values WHERE id IN (23, 24)")
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op.execute(
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"UPDATE param_definitions SET default_value = '0' WHERE id IN (17, 18)"
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)
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