feat(核算)!: 添加 T+ 正式核算与采集托管

补齐源快照、资料预演、正式导入及工资核算的依赖链路。
新增版本化输入、逐段 FIFO、生成锁和结构化当月调整，
并提供默认关闭的周期采集、有限重试及 Windows 托管。

原始客户资料、私有配置及首页改动不纳入本次提交。

BREAKING CHANGE: 升级前需应用新增迁移，并通过
PAYROLL_MAKER_USER_ID 绑定实际工资制作人，否则业务只读。
旧单批次核算默认关闭；历史兼容需显式启用
PAYROLL_ALLOW_LEGACY_CALCULATION。生产启用和真实金额待验收。

frontend/README.md

@@ -287,3 +287,9 @@ E2E_ADMIN_PASSWORD=<开发库admin密码> python e2e/system_management.py
 - 预警徽标用后端 `warnings.total`（全部命中数），`items` 仅为展示上限内的子集。
 - `package.json` 新增依赖 `echarts@5.6.0`（MIT）；type-check 与 build 通过（2026-10-19）。
 - e2e `e2e/role_home_flow.py`：普通用户登录落地、菜单隐藏、刷新保持、直连 `/dashboard` 与报表页回退；需 `E2E_ADMIN_PASSWORD`。
+
+## 2026-10-30 正式核算入口
+
+业务列表增加正式核算，台账可看逐段依据和创建当月分配调整；T+页面增加正式业务导入预览／执行。会话返回can_write_payroll控制按钮，后端仍逐请求校验指定制作人。审核能力默认关闭，不展示提交审核步骤或审批单列；开启后原节点可用。
+
+本轮vue-tsc与Vite构建通过；真实浏览器使用合成接口验证资料表单、封存确认请求及768宽弹窗、默认无审核入口，控制台错误0。界面检查不替代后端真实金额与客户样本验收；详情见 `docs/正式工资闭环开发记录_2026-10-30.md`。

frontend/src/api/auth.ts

@@ -20,6 +20,8 @@ export interface UserInfo {
   username: string
   real_name: string | null
   roles: string[]
+  can_write_payroll?: boolean
+  payroll_approval_enabled?: boolean
   last_login_time?: string | null
 }
 

frontend/src/api/calc.ts

@@ -26,6 +26,7 @@ export interface LedgerRow {
   payment_weight: string | null
   payable_amount: string | null
   settlement_month: string
+  settlement_id?: number | null
   is_probation: number
   missing_cost: number
   snapshot_json: Record<string, unknown> | null

frontend/src/api/payroll.ts

@@ -0,0 +1,14 @@
+import { request } from './request'
+import type { PageData } from './types'
+
+export interface PayrollInput { id: number; version: number; source: string; fingerprint: string; data: Record<string, unknown> }
+export interface MonthState { month: string; allocation_locked: boolean; maker_name: string | null }
+export interface Ownership { shipment_item_id: number; personnel_id?: number; manager_id?: number; unit_cost: string }
+export interface CalculationResult { month: string; business_id: number; ledger_ids: number[]; performance: string; payable: string; start_payment_ok: boolean }
+const base = '/v1/payroll'
+export const getInput = (id: number): Promise<PayrollInput | null> => request({url: `${base}/businesses/${id}/input`})
+export const monthState = (month: string): Promise<MonthState> => request({url: `${base}/months/${month}`})
+export const saveInput = (id: number, data: {month: string; expected_version: number; evidence: string; opening_balance: string; history_confirmed: true; guidance_finalized: true; shipment_ownerships: Ownership[]}): Promise<{version: number}> => request({url: `${base}/businesses/${id}/input`, method: 'post', data})
+export const calculate = (id: number, month: string, reason?: string): Promise<CalculationResult> => request({url: `${base}/businesses/${id}/calculate`, method: 'post', data: {month, reason}})
+export const allocations = (ledgerId: number): Promise<PageData<Record<string, unknown>>> => request({url: `${base}/ledger/${ledgerId}/allocations`, params: {pageSize: 200}})
+export const allocationAdjustment = (data: {ledger_id: number; personnel_id: number; direction: number; amount: string; reason: string}): Promise<unknown> => request({url: `${base}/allocation-adjustments`, method: 'post', data})

frontend/src/api/settlements.ts

@@ -11,7 +11,7 @@ export const SETTLEMENT_STATUS = {
 
 export function settlementStatusLabel(status: number): string {
   return (
-    { 1: '草稿', 2: '待审批', 3: '已审定（锁定）', 4: '已驳回' }[status] ?? String(status)
+    { 1: '草稿', 2: '待审批', 3: '已完成（锁定）', 4: '已驳回' }[status] ?? String(status)
   )
 }
 
@@ -46,6 +46,7 @@ export interface Settlement {
   total_payable: string | null
   person_count: number
   approval_order_no: string | null
+  approval_required: boolean
   submitter_name: string
   locked_at: string | null
   locked_by: string | null

frontend/src/api/tplus-workbench.ts

@@ -0,0 +1,22 @@
+import service, { request } from './request'
+import type { PageData } from './types'
+
+export type FactKind = 'PERSONNEL' | 'PRODUCT' | 'CUSTOMER' | 'GROUP' | 'GUIDANCE' | 'RECEIPT' | 'SHIPMENT' | 'HANDOVER' | 'MANAGER' | 'CORRECTION'
+export type WorkKind = 'MASTER_PREVIEW' | 'MASTER_APPLY' | 'CALC_PREVIEW' | 'BUSINESS_PREVIEW' | 'BUSINESS_APPLY'
+export interface Fact { id: number; kind: FactKind; fact_key: string; version: number; data: Record<string, unknown>; evidence: string; requested_by: number; create_time: string }
+export interface WorkRun { run_no: string; kind: WorkKind; status: string; input: Record<string, unknown>; summary: Record<string, unknown> | null; snapshot_hash: string | null; error_code: string | null; started_at: string | null; finished_at: string | null; create_time: string; request_key: string; formal_payroll_written: false }
+export interface WorkLine { line_no: number; entity_type: string; source_id: string; action: string; reason: string | null; data: Record<string, unknown> }
+export interface SourceChoice { source_id: string; source_no: string | null; name: string; parent_id: string; date: string }
+const base = '/v1/system/tplus'
+export function listFacts(params: {kind?: string; pageNum?: number; pageSize?: number}): Promise<PageData<Fact>> { return request({url: `${base}/facts`, params}) }
+export function saveFact(data: {kind: FactKind; fact_key: string; expected_version: number; evidence: string; data: Record<string, unknown>}): Promise<Fact> { return request({url: `${base}/facts`, method: 'post', data}) }
+export function factHistory(id: number): Promise<PageData<Fact>> { return request({url: `${base}/facts/${id}/history`, params: {pageSize: 200}}) }
+export function listWorks(params: {kind?: string; pageNum?: number; pageSize?: number}): Promise<PageData<WorkRun>> { return request({url: `${base}/work-runs`, params}) }
+export function createWork(data: {kind: WorkKind; request_key: string; entity_types?: string[]; source_ids?: string[]; preview_no?: string; replay_no?: string; month?: string; group_keys?: string[]}): Promise<WorkRun> { return request({url: `${base}/work-runs`, method: 'post', data}) }
+export function getWork(number: string): Promise<WorkRun> { return request({url: `${base}/work-runs/${encodeURIComponent(number)}`}) }
+export function workLines(number: string, params: {pageNum?: number; pageSize?: number; action?: string}): Promise<PageData<WorkLine>> { return request({url: `${base}/work-runs/${encodeURIComponent(number)}/lines`, params}) }
+export function sourceChoices(entity: string, search = ''): Promise<PageData<SourceChoice>> { return request({url: `${base}/source-records`, params: {entity, search, pageSize: 200}}) }
+export async function downloadReport(number: string): Promise<Blob> {
+  const response = await service.get(`${base}/work-runs/${encodeURIComponent(number)}/report`, {responseType: 'blob'})
+  return response.data as Blob
+}

frontend/src/api/tplus.ts

@@ -34,6 +34,8 @@ export interface TPlusBatch {
   finished_at: string | null
   can_retry: boolean
   error_summary: string | null
+  trigger_type?: 'MANUAL' | 'SCHEDULED' | 'AUTO_RETRY'
+  automatic_attempt?: number
 }
 export interface TPlusDetail extends TPlusBatch { audit_result: AuditReport | null }
 export interface TPlusError {
@@ -53,6 +55,19 @@ export interface TPlusOverview {
   compatibility_status: string
   business_import_enabled: boolean
   latest_audit: AuditReport | null
+  automation?: AutomationStatus
+}
+export interface AutomationStatus {
+  enabled: boolean
+  weekday: number
+  time: string
+  timezone: string
+  stop_requested: boolean
+  worker_phase: string
+  heartbeat_at: string | null
+  last_success_at: string | null
+  next_retry_at: string | null
+  alerts: {code: string; message: string; batch_no?: string | null}[]
 }
 export interface BatchQuery { status?: TaskStatus; task_type?: TaskType; pageNum?: number; pageSize?: number }
 export interface ErrorQuery { entity_type?: EntityType; pageNum?: number; pageSize?: number }

frontend/src/router/access.ts

@@ -1,5 +1,7 @@
 import type { RouteRecordNormalized, Router } from 'vue-router'
 
+import { useUserStore } from '@/store/user'
+
 import { ROLE_ADMIN } from '@/utils/constants'
 
 /**
@@ -18,7 +20,8 @@ export function isMenuRecord(record: RouteRecordNormalized): boolean {
 /** 当前角色是否可访问该路由（与守卫、菜单过滤同源） */
 export function canAccessRoute(record: RouteRecordNormalized, roles: string[]): boolean {
   if (record.meta.public) return false
-  if (record.meta.requiresAdmin && !roles.includes(ROLE_ADMIN)) return false
+  if (record.meta.requiresPayrollApproval && !useUserStore().userInfo?.payroll_approval_enabled) return false
+  if (record.meta.requiresAdmin && !roles.includes(ROLE_ADMIN) && !(record.meta.allowPayrollMaker && useUserStore().canWritePayroll)) return false
   if (
     record.meta.allowedRoles &&
     !record.meta.allowedRoles.some((role) => roles.includes(role))

frontend/src/router/index.ts

@@ -14,6 +14,8 @@ declare module 'vue-router' {
     title?: string
     /** 仅管理员可访问 —— 菜单隐藏 + 守卫兜底（直接输 URL 会被弹回首页） */
     requiresAdmin?: boolean
+    allowPayrollMaker?: boolean
+    requiresPayrollApproval?: boolean
     /** 任一角色可访问（与 requiresAdmin 互斥使用；admin 须显式列入）——
      * 菜单按角色过滤 + 守卫兜底，用于审批等职能页面 */
     allowedRoles?: string[]
@@ -67,7 +69,7 @@ const routes: RouteRecordRaw[] = [
         path: '/system/tplus',
         name: 'system-tplus',
         component: () => import('@/views/system/tplus/index.vue'),
-        meta: { title: 'T+ 数据同步', icon: 'tplus', group: '系统管理', requiresAdmin: true, order: 10 },
+        meta: { title: 'T+ 数据同步', icon: 'tplus', group: '系统管理', requiresAdmin: true, allowPayrollMaker: true, order: 10 },
       },
       {
         path: '/system/roles',
@@ -119,7 +121,8 @@ const routes: RouteRecordRaw[] = [
         name: 'system-approvals',
         component: () => import('@/views/system/approvals/index.vue'),
         meta: {
-          title: '审批管理',
+          title: '审核记录',
+          requiresPayrollApproval: true,
                     icon: 'approvals',
           group: '系统管理',
           allowedRoles: [ROLE_ADMIN, 'finance', 'leader'],
@@ -295,7 +298,11 @@ router.beforeEach(async (to) => {
     }
   }
 
-  if (to.meta.requiresAdmin && !userStore.roles.includes(ROLE_ADMIN)) {
+  if (to.meta.requiresPayrollApproval && !userStore.userInfo?.payroll_approval_enabled) {
+    return firstAccessiblePath(router, userStore.roles)
+  }
+
+  if (to.meta.requiresAdmin && !userStore.roles.includes(ROLE_ADMIN) && !(to.meta.allowPayrollMaker && userStore.canWritePayroll)) {
     const home = firstAccessiblePath(router, userStore.roles)
     // 根路径/catch-all 的重定向不提示；用户手输受限 URL 才提示
     if (!to.redirectedFrom) ElMessage.error('需要管理员权限')

frontend/src/store/user.ts

@@ -14,6 +14,7 @@ export const useUserStore = defineStore('user', () => {
   const token = ref<string>(getToken())
   const userInfo = ref<authApi.UserInfo | null>(null)
 
+  const canWritePayroll = computed(() => userInfo.value?.can_write_payroll === true)
   const roles = computed<string[]>(() => userInfo.value?.roles ?? [])
   const displayName = computed<string>(() => userInfo.value?.real_name || userInfo.value?.username || '')
 
@@ -49,5 +50,5 @@ export const useUserStore = defineStore('user', () => {
     clearToken()
   }
 
-  return { token, userInfo, roles, displayName, login, fetchUserInfo, logout, resetAuth }
+  return { token, userInfo, canWritePayroll, roles, displayName, login, fetchUserInfo, logout, resetAuth }
 })

frontend/src/views/base/customers/index.vue

@@ -1,4 +1,7 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
 import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
 
@@ -474,7 +477,7 @@ onMounted(() => {
     </el-form>
 
     <div class="toolbar">
-      <el-button type="primary" @click="openCreate">新增客户</el-button>
+      <el-button type="primary" @click="openCreate" :disabled="!payrollUser.canWritePayroll">新增客户</el-button>
       <span class="toolbar-note">归属调整走行内「归属变更」，系统自动留痕</span>
     </div>
 
@@ -558,13 +561,13 @@ onMounted(() => {
           <template #default="{ row }">
             <div class="table-actions">
               <el-button link type="primary" size="small" @click="openRating(row)">评级计算</el-button>
-              <el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
-              <el-button link type="primary" size="small" @click="openOwnership(row)">
+              <el-button link type="primary" size="small" @click="openEdit(row)" :disabled="!payrollUser.canWritePayroll">编辑</el-button>
+              <el-button link type="primary" size="small" @click="openOwnership(row)" :disabled="!payrollUser.canWritePayroll">
                 归属变更
               </el-button>
               <el-button link type="primary" size="small" @click="openLogs(row)">变更记录</el-button>
               <span class="table-actions__divider" aria-hidden="true"></span>
-              <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+              <el-button link type="danger" size="small" @click="handleDelete(row)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
             </div>
           </template>
         </el-table-column>
@@ -639,7 +642,7 @@ onMounted(() => {
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit" :disabled="!payrollUser.canWritePayroll">保存</el-button>
       </template>
     </el-dialog>
 
@@ -683,7 +686,7 @@ onMounted(() => {
       </div>
       <template #footer>
         <el-button @click="ownershipVisible = false">取消</el-button>
-        <el-button type="primary" :loading="ownershipSubmitting" @click="handleOwnershipSubmit">
+        <el-button type="primary" :loading="ownershipSubmitting" @click="handleOwnershipSubmit" :disabled="!payrollUser.canWritePayroll">
           提交变更
         </el-button>
       </template>

frontend/src/views/base/personnel/index.vue

@@ -1,4 +1,7 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
 import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
 
@@ -421,7 +424,7 @@ onMounted(() => {
     </el-form>
 
     <div class="toolbar">
-      <el-button type="primary" @click="openCreate">新增人员</el-button>
+      <el-button type="primary" @click="openCreate" :disabled="!payrollUser.canWritePayroll">新增人员</el-button>
       <span class="toolbar-note">辐射区域与拓展计划在行内「区域与计划」维护，保存即全量替换</span>
     </div>
 
@@ -468,15 +471,15 @@ onMounted(() => {
         <el-table-column label="操作" width="270" fixed="right" align="center">
           <template #default="{ row }">
             <div class="table-actions">
-              <el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
+              <el-button link type="primary" size="small" @click="openEdit(row)" :disabled="!payrollUser.canWritePayroll">编辑</el-button>
               <el-button link type="primary" size="small" @click="openSubTables(row)">
                 区域与计划
               </el-button>
-              <el-button link type="warning" size="small" @click="handleToggleStatus(row)">
+              <el-button link type="warning" size="small" @click="handleToggleStatus(row)" :disabled="!payrollUser.canWritePayroll">
                 {{ row.status === 1 ? '设为离职' : '设为在职' }}
               </el-button>
               <span class="table-actions__divider" aria-hidden="true"></span>
-              <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+              <el-button link type="danger" size="small" @click="handleDelete(row)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
             </div>
           </template>
         </el-table-column>
@@ -560,7 +563,7 @@ onMounted(() => {
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit" :disabled="!payrollUser.canWritePayroll">保存</el-button>
       </template>
     </el-dialog>
 
@@ -571,13 +574,13 @@ onMounted(() => {
           <div class="sub-section-head">
             <span class="sub-section-title">辐射区域</span>
             <span>
-              <el-button size="small" @click="addRegionRow">添加区域</el-button>
+              <el-button size="small" @click="addRegionRow" :disabled="!payrollUser.canWritePayroll">添加区域</el-button>
               <el-button
                 size="small"
                 type="primary"
                 :loading="regionSaving"
                 @click="saveRegions"
-              >
+               :disabled="!payrollUser.canWritePayroll">
                 保存区域
               </el-button>
             </span>
@@ -600,7 +603,7 @@ onMounted(() => {
             </el-table-column>
             <el-table-column label="操作" width="80" align="center">
               <template #default="{ $index }">
-                <el-button link type="danger" size="small" @click="removeRegionRow($index)">
+                <el-button link type="danger" size="small" @click="removeRegionRow($index)" :disabled="!payrollUser.canWritePayroll">
                   删除
                 </el-button>
               </template>
@@ -612,8 +615,8 @@ onMounted(() => {
           <div class="sub-section-head">
             <span class="sub-section-title">拓展计划</span>
             <span>
-              <el-button size="small" @click="addPlanRow">添加计划</el-button>
-              <el-button size="small" type="primary" :loading="planSaving" @click="savePlans">
+              <el-button size="small" @click="addPlanRow" :disabled="!payrollUser.canWritePayroll">添加计划</el-button>
+              <el-button size="small" type="primary" :loading="planSaving" @click="savePlans" :disabled="!payrollUser.canWritePayroll">
                 保存计划
               </el-button>
             </span>
@@ -641,7 +644,7 @@ onMounted(() => {
             </el-table-column>
             <el-table-column label="操作" width="80" align="center">
               <template #default="{ $index }">
-                <el-button link type="danger" size="small" @click="removePlanRow($index)">
+                <el-button link type="danger" size="small" @click="removePlanRow($index)" :disabled="!payrollUser.canWritePayroll">
                   删除
                 </el-button>
               </template>

frontend/src/views/base/products/index.vue

@@ -1,4 +1,7 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
 import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
 
@@ -242,7 +245,7 @@ onMounted(() => {
     </el-form>
 
     <div class="toolbar">
-      <el-button type="primary" @click="openCreate">新增产品</el-button>
+      <el-button type="primary" @click="openCreate" :disabled="!payrollUser.canWritePayroll">新增产品</el-button>
       <span class="toolbar-note">常规下架用「停用」，删除是物理删除、不可恢复</span>
     </div>
 
@@ -291,12 +294,12 @@ onMounted(() => {
         <el-table-column label="操作" width="170" fixed="right" align="center">
           <template #default="{ row }">
             <div class="table-actions">
-              <el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
-              <el-button link type="warning" size="small" @click="handleToggleStatus(row)">
+              <el-button link type="primary" size="small" @click="openEdit(row)" :disabled="!payrollUser.canWritePayroll">编辑</el-button>
+              <el-button link type="warning" size="small" @click="handleToggleStatus(row)" :disabled="!payrollUser.canWritePayroll">
                 {{ row.status === 1 ? '停用' : '启用' }}
               </el-button>
               <span class="table-actions__divider" aria-hidden="true"></span>
-              <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+              <el-button link type="danger" size="small" @click="handleDelete(row)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
             </div>
           </template>
         </el-table-column>
@@ -356,7 +359,7 @@ onMounted(() => {
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit" :disabled="!payrollUser.canWritePayroll">保存</el-button>
       </template>
     </el-dialog>
   </div>

frontend/src/views/business/businesses/PayrollDialog.vue

@@ -0,0 +1,96 @@
+<script setup lang="ts">
+import { ref, watch } from 'vue'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import * as payroll from '@/api/payroll'
+import { listPersonnel, type PersonnelItem } from '@/api/personnel'
+import { listShipments, getShipmentDetail } from '@/api/shipments'
+import { useUserStore } from '@/store/user'
+import { handledError } from '@/utils/error'
+
+const open = defineModel<boolean>({required: true})
+const props = defineProps<{businessId: number}>()
+const user = useUserStore()
+const month = ref(''), opening = ref(''), evidence = ref(''), confirmed = ref(false)
+const busy = ref(false), loading = ref(false), failed = ref(false), locked = ref(true)
+const input = ref<payroll.PayrollInput | null>(null), result = ref<payroll.CalculationResult | null>(null)
+const people = ref<PersonnelItem[]>([])
+const rows = ref<(payroll.Ownership & {name: string; ship_date: string; amount: string})[]>([])
+
+async function load(): Promise<void> {
+  loading.value = true; failed.value = false; result.value = null
+  try {
+    input.value = await payroll.getInput(props.businessId)
+    rows.value = []
+    if (!input.value || input.value.source === 'MANUAL') {
+      const [persons, ships] = await Promise.all([listPersonnel({pageSize: 200}), listShipments({business_id: props.businessId, pageSize: 200})])
+      if (persons.total > 200 || ships.total > 200) throw new Error('资料超过单次处理范围，请按业务拆分后处理')
+      people.value = persons.list
+      const details = await Promise.all(ships.list.map(s => getShipmentDetail(s.id)))
+      rows.value = details.flatMap(s => s.items.map(i => ({shipment_item_id: i.id, name: `${s.shipment_no} · ${i.product_name}`, ship_date: s.ship_date, amount: i.amount, unit_cost: ''})))
+      if (input.value) {
+        const data = input.value.data as {group?: {opening_balance?: string}; shipments?: {line_id: string; personnel_id: string; manager_id: string; cost_total: string; quantity: string; unit_cost?: string}[]; evidence?: string}
+        opening.value = data.group?.opening_balance ?? ''
+        evidence.value = data.evidence ?? ''
+        for (const row of rows.value) {
+          const previous = data.shipments?.find(s => s.line_id === String(row.shipment_item_id))
+          if (previous) { row.personnel_id = Number(previous.personnel_id); row.manager_id = Number(previous.manager_id); row.unit_cost = previous.unit_cost ?? '' }
+        }
+      }
+    }
+    if (month.value) await checkMonth()
+  } catch (e) { failed.value = true; handledError(e) } finally { loading.value = false }
+}
+async function checkMonth(): Promise<void> {
+  locked.value = true
+  if (!month.value) return
+  try { locked.value = (await payroll.monthState(month.value)).allocation_locked } catch (e) { handledError(e) }
+}
+async function save(): Promise<void> {
+  if (!month.value || !confirmed.value || !opening.value || !evidence.value.trim() || rows.value.some(r => !r.personnel_id || !r.manager_id || !r.unit_cost)) {
+    ElMessage.warning('请填写月份、期初、依据及每条发货的人员、经理、指导成本，并核实历史承接'); return
+  }
+  busy.value = true
+  try {
+    await payroll.saveInput(props.businessId, {month: month.value, expected_version: input.value?.version ?? 0,
+      evidence: evidence.value.trim(), opening_balance: opening.value, history_confirmed: true, guidance_finalized: true,
+      shipment_ownerships: rows.value.map(({shipment_item_id, personnel_id, manager_id, unit_cost}) => ({shipment_item_id, personnel_id, manager_id, unit_cost}))})
+    input.value = await payroll.getInput(props.businessId)
+    ElMessage.success('核算资料已保存为新版本')
+  } catch (e) { handledError(e) } finally { busy.value = false }
+}
+async function run(): Promise<void> {
+  if (!month.value) { ElMessage.warning('请选择核算月份'); return }
+  try { await ElMessageBox.confirm('本次将写入正式绩效台账。请确认资料已核对，尚未生成工资。', '正式核算', {type: 'warning'}) } catch { return }
+  busy.value = true
+  try { result.value = await payroll.calculate(props.businessId, month.value); ElMessage.success('正式核算完成') }
+  catch (e) { handledError(e) } finally { busy.value = false }
+}
+watch(open, value => { if (value) { month.value = ''; opening.value = ''; evidence.value = ''; confirmed.value = false; locked.value = true; void load() } })
+</script>
+
+<template>
+  <el-dialog v-model="open" title="正式工资核算" width="min(1100px, 96vw)">
+    <div v-loading="loading">
+      <el-alert v-if="failed" title="资料加载失败，请重试。" type="error" :closable="false" /><el-button v-if="failed" @click="load">重新加载</el-button>
+      <el-form label-position="top">
+        <el-form-item label="核算月份"><el-date-picker v-model="month" type="month" value-format="YYYY-MM" @change="checkMonth" /></el-form-item>
+        <el-alert v-if="month && locked" title="该月工资已生成，分配方案已锁定；差额请走当月调整单。" type="warning" :closable="false" />
+        <p>资料版本：{{ input?.version ?? '尚未准备' }}；来源：{{ input?.source === 'MANUAL' ? '人工核实' : input ? '源单据导入' : '—' }}</p>
+        <template v-if="!failed && (!input || input.source === 'MANUAL')">
+          <el-form-item label="2026 年 2 月末期初应收（元，核实为零时填写 0）"><el-input v-model="opening" :disabled="!user.canWritePayroll || locked" /></el-form-item>
+          <el-form-item label="核对依据及修改原因"><el-input v-model="evidence" :disabled="!user.canWritePayroll || locked" maxlength="500" /></el-form-item>
+          <el-table :data="rows" empty-text="请先登记发货及产品明细">
+            <el-table-column prop="name" label="发货明细" min-width="190" /><el-table-column prop="amount" label="不含运费销售额" width="130" />
+            <el-table-column label="对应业务员" min-width="160"><template #default="{row}"><el-select v-model="row.personnel_id" filterable :disabled="!user.canWritePayroll || locked" aria-label="发货归属人员"><el-option v-for="p in people" :key="p.id" :value="p.id" :label="p.personnel_name" /></el-select></template></el-table-column>
+            <el-table-column label="当时分管经理" min-width="160"><template #default="{row}"><el-select v-model="row.manager_id" filterable :disabled="!user.canWritePayroll || locked" aria-label="发货时分管经理"><el-option v-for="p in people" :key="p.id" :value="p.id" :label="p.personnel_name" /></el-select></template></el-table-column>
+            <el-table-column label="含税单位指导成本" min-width="150"><template #default="{row}"><el-input v-model="row.unit_cost" :disabled="!user.canWritePayroll || locked" aria-label="含税单位指导成本" /></template></el-table-column>
+          </el-table>
+          <p><el-checkbox v-model="confirmed" :disabled="!user.canWritePayroll || locked">已核实期初与历史处理范围，发货月份指导成本录入完毕并封存</el-checkbox></p>
+          <el-button :disabled="!user.canWritePayroll || locked || failed" :loading="busy" @click="save">保存核算资料</el-button>
+        </template>
+        <el-button type="primary" :disabled="!user.canWritePayroll || locked || failed || !input" :loading="busy" @click="run">生成正式台账</el-button>
+      </el-form>
+      <el-alert v-if="result" :title="`计提 ${result.performance} 元，本期应付 ${result.payable} 元；${result.start_payment_ok ? '已达到起付门槛' : '尚未达到起付门槛'}`" type="success" :closable="false" />
+    </div>
+  </el-dialog>
+</template>

frontend/src/views/business/businesses/index.vue

@@ -1,4 +1,5 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
 import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
 
@@ -30,6 +31,10 @@ import { handledError } from '@/utils/error'
  */
 const { confirmAndRun } = useConfirmAction()
 
+import PayrollDialog from './PayrollDialog.vue'
+const payrollUser = useUserStore()
+const payrollOpen = ref(false), payrollBusinessId = ref(0)
+
 // ==================== 列表 ====================
 
 const filters = reactive({
@@ -146,7 +151,7 @@ const form = reactive({
   remark: '',
 })
 
-// ==================== 二次分配方案（合同刚建立时可录入；不强制合计 100%） ====================
+// ==================== 历史比例方案（新核算按发货归属）（合同刚建立时可录入；不强制合计 100%） ====================
 
 interface AllocationDraft {
   personnel_id: number | undefined
@@ -156,32 +161,6 @@ interface AllocationDraft {
 
 const allocationRows = ref<AllocationDraft[]>([])
 
-/** 合计（0-999.99 不做上限：需求原文不要求合计 100%）；余额 = 100 - 合计 */
-const allocationTotal = computed(() => {
-  let total = 0
-  for (const row of allocationRows.value) {
-    const value = Number(row.ratio)
-    if (Number.isFinite(value)) total += value
-  }
-  return total
-})
-
-const allocationHint = computed(() => {
-  if (allocationRows.value.length === 0) return ''
-  const total = Number(allocationTotal.value.toFixed(2))
-  if (total === 100) return `二次分配合计 ${total.toFixed(2)}%`
-  const rest = Number((100 - total).toFixed(2))
-  return `二次分配合计 ${total.toFixed(2)}%，余额 ${rest.toFixed(2)}%（归负责人）`
-})
-
-function addAllocationRow(): void {
-  allocationRows.value.push({ personnel_id: undefined, ratio: '' })
-}
-
-function removeAllocationRow(index: number): void {
-  allocationRows.value.splice(index, 1)
-}
-
 /** 分配行校验：人员非重、比例 0-100 两位小数；空行（未选人员且比例为 0）自动忽略 */
 function validateAllocationRows(rows: AllocationDraft[]): string | null {
   const active = rows.filter((r) => r.personnel_id !== undefined || Number(r.ratio) > 0)
@@ -669,7 +648,7 @@ onMounted(() => {
     </el-form>
 
     <div class="toolbar">
-      <el-button type="primary" @click="openCreate">新增业务</el-button>
+      <el-button type="primary" @click="openCreate" :disabled="!payrollUser.canWritePayroll">新增业务</el-button>
       <span class="toolbar-note">状态流转与归属调整走行内操作，每次变更都写留痕</span>
     </div>
 
@@ -731,6 +710,7 @@ onMounted(() => {
           <template #default="{ row }">
             <div class="table-actions">
               <el-button link type="primary" size="small" @click="openDrawer(row)">详情</el-button>
+              <el-button link type="primary" size="small" @click="payrollBusinessId = row.id; payrollOpen = true">正式核算</el-button>
               <el-tooltip
                 content="已完成或已终止的业务禁止编辑"
                 :disabled="row.status === 1"
@@ -741,7 +721,7 @@ onMounted(() => {
                     link
                     type="primary"
                     size="small"
-                    :disabled="row.status !== 1"
+                    :disabled="!payrollUser.canWritePayroll || (row.status !== 1)"
                     @click="openEdit(row)"
                   >
                     编辑
@@ -754,18 +734,18 @@ onMounted(() => {
                     link
                     type="primary"
                     size="small"
-                    :disabled="row.status !== 1"
+                    :disabled="!payrollUser.canWritePayroll || (row.status !== 1)"
                     @click="openStatus(row)"
                   >
                     状态
                   </el-button>
                 </span>
               </el-tooltip>
-              <el-button link type="primary" size="small" @click="openOwnership(row)">
+              <el-button link type="primary" size="small" @click="openOwnership(row)" :disabled="!payrollUser.canWritePayroll">
                 归属
               </el-button>
               <span class="table-actions__divider" aria-hidden="true"></span>
-              <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+              <el-button link type="danger" size="small" @click="handleDelete(row)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
             </div>
           </template>
         </el-table-column>
@@ -876,61 +856,16 @@ onMounted(() => {
         </el-row>
       </el-form>
 
-      <!-- 二次分配方案：合同刚建立时可录入（编辑为全量替换）；不强制合计 100% -->
-      <div class="items-head">
-        <span class="items-title">
-          二次分配方案
-          <span class="alloc-note">（可选；各参与人比例不要求合计 100%，余额归负责人）</span>
-        </span>
-        <el-button size="small" @click="addAllocationRow">添加参与人</el-button>
-      </div>
-      <el-table :data="allocationRows" stripe size="small" class="items-table alloc-table">
-        <el-table-column label="参与业务员" min-width="200">
-          <template #default="{ row }">
-            <el-select
-              v-model="row.personnel_id"
-              placeholder="选择参与人"
-              clearable
-              filterable
-              style="width: 100%"
-            >
-              <el-option
-                v-for="option in personnelOptions"
-                :key="option.id"
-                :label="personnelLabel(option)"
-                :value="option.id"
-                :disabled="option.status !== 1"
-              />
-            </el-select>
-          </template>
-        </el-table-column>
-        <el-table-column label="分配比例（%）" min-width="140">
-          <template #default="{ row }">
-            <el-input
-              v-model="row.ratio"
-              placeholder="两位小数，0-100"
-              maxlength="6"
-            />
-          </template>
-        </el-table-column>
-        <el-table-column label="操作" width="70" align="center">
-          <template #default="{ $index }">
-            <el-button link type="danger" size="small" @click="removeAllocationRow($index)">
-              删除
-            </el-button>
-          </template>
-        </el-table-column>
-        <template #empty>
-          <span class="alloc-empty">未设置二次分配 —— 该业务的全部绩效归负责营销人员。</span>
-        </template>
+      <div v-if="allocationRows.length" class="items-head"><span class="items-title">历史比例方案（仅供查看）</span></div>
+      <el-table v-if="allocationRows.length" :data="allocationRows" size="small">
+        <el-table-column label="原参与人员"><template #default="{row}">{{ personnelOptions.find(p => p.id === row.personnel_id)?.name ?? row.personnel_id }}</template></el-table-column>
+        <el-table-column prop="ratio" label="原分配比例（%）" />
       </el-table>
-      <div v-if="allocationRows.length > 0" class="alloc-total" :class="{ 'is-full': allocationTotal === 100 }">
-        {{ allocationHint }}
-      </div>
+      <p class="page-desc">新核算按各人发货对应绩效分配，请使用“正式核算”维护发货归属。历史比例不参与新核算。</p>
 
       <div class="items-head">
         <span class="items-title">产品明细（至少 1 行，编辑为全量替换）</span>
-        <el-button size="small" @click="addItemRow">添加一行</el-button>
+        <el-button size="small" @click="addItemRow" :disabled="!payrollUser.canWritePayroll">添加一行</el-button>
       </div>
       <el-table :data="itemRows" stripe size="small" class="items-table">
         <el-table-column label="产品名称" min-width="170">
@@ -978,7 +913,7 @@ onMounted(() => {
         </el-table-column>
         <el-table-column label="操作" width="70" align="center">
           <template #default="{ $index }">
-            <el-button link type="danger" size="small" @click="removeItemRow($index)">删除</el-button>
+            <el-button link type="danger" size="small" @click="removeItemRow($index)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
           </template>
         </el-table-column>
       </el-table>
@@ -990,7 +925,7 @@ onMounted(() => {
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit" :disabled="!payrollUser.canWritePayroll">保存</el-button>
       </template>
     </el-dialog>
 
@@ -1019,7 +954,7 @@ onMounted(() => {
       <div class="op-warn">状态流转后终态不可再变更；变更将写入状态流转时间线。</div>
       <template #footer>
         <el-button @click="statusVisible = false">取消</el-button>
-        <el-button type="primary" :loading="statusSubmitting" @click="handleStatusSubmit">
+        <el-button type="primary" :loading="statusSubmitting" @click="handleStatusSubmit" :disabled="!payrollUser.canWritePayroll">
           确认变更
         </el-button>
       </template>
@@ -1076,7 +1011,7 @@ onMounted(() => {
       <div class="op-warn">归属变更仅影响变更后核算，不回溯历史。</div>
       <template #footer>
         <el-button @click="ownershipVisible = false">取消</el-button>
-        <el-button type="primary" :loading="ownershipSubmitting" @click="handleOwnershipSubmit">
+        <el-button type="primary" :loading="ownershipSubmitting" @click="handleOwnershipSubmit" :disabled="!payrollUser.canWritePayroll">
           提交调整
         </el-button>
       </template>
@@ -1182,7 +1117,7 @@ onMounted(() => {
         </div>
 
         <div class="sub-section">
-          <div class="sub-section-title">二次分配方案（含历史版本）</div>
+          <div class="sub-section-title">历史比例方案（新核算按发货归属）（含历史版本）</div>
           <el-table
             v-if="detail && (detail.allocation_history?.length ?? 0) > 0"
             :data="detail.allocation_history"
@@ -1370,6 +1305,7 @@ onMounted(() => {
       </div>
     </el-drawer>
   </div>
+  <PayrollDialog v-model="payrollOpen" :business-id="payrollBusinessId" />
 </template>
 
 <style scoped>

frontend/src/views/business/receipts/index.vue

@@ -1,4 +1,7 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
 import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
 
@@ -313,7 +316,7 @@ onMounted(() => {
     </el-form>
 
     <div class="toolbar">
-      <el-button type="primary" @click="openCreate">新增回款</el-button>
+      <el-button type="primary" @click="openCreate" :disabled="!payrollUser.canWritePayroll">新增回款</el-button>
       <span class="toolbar-note">已核算的回款不可变更；批次一旦指定，回款天数即按发货日派生</span>
     </div>
 
@@ -385,7 +388,7 @@ onMounted(() => {
                     link
                     type="primary"
                     size="small"
-                    :disabled="row.settlement_status === 1"
+                    :disabled="!payrollUser.canWritePayroll || (row.settlement_status === 1)"
                     @click="openEdit(row)"
                   >
                     编辑
@@ -403,7 +406,7 @@ onMounted(() => {
                     link
                     type="danger"
                     size="small"
-                    :disabled="row.settlement_status === 1"
+                    :disabled="!payrollUser.canWritePayroll || (row.settlement_status === 1)"
                     @click="handleDelete(row)"
                   >
                     删除
@@ -496,7 +499,7 @@ onMounted(() => {
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit" :disabled="!payrollUser.canWritePayroll">保存</el-button>
       </template>
     </el-dialog>
   </div>

frontend/src/views/business/shipments/index.vue

@@ -1,4 +1,7 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
 import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
 
@@ -321,7 +324,7 @@ onMounted(() => {
     </el-form>
 
     <div class="toolbar">
-      <el-button type="primary" @click="openCreate">新增发货单</el-button>
+      <el-button type="primary" @click="openCreate" :disabled="!payrollUser.canWritePayroll">新增发货单</el-button>
       <span class="toolbar-note">发货明细与运费在弹窗内维护，提交后自动回写业务发货额</span>
     </div>
 
@@ -366,9 +369,9 @@ onMounted(() => {
         <el-table-column label="操作" width="130" fixed="right" align="center">
           <template #default="{ row }">
             <div class="table-actions">
-              <el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
+              <el-button link type="primary" size="small" @click="openEdit(row)" :disabled="!payrollUser.canWritePayroll">编辑</el-button>
               <span class="table-actions__divider" aria-hidden="true"></span>
-              <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+              <el-button link type="danger" size="small" @click="handleDelete(row)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
             </div>
           </template>
         </el-table-column>
@@ -430,7 +433,7 @@ onMounted(() => {
 
       <div class="items-head">
         <span class="items-title">发货明细（至少 1 行，编辑为全量替换）</span>
-        <el-button size="small" @click="addItemRow">添加一行</el-button>
+        <el-button size="small" @click="addItemRow" :disabled="!payrollUser.canWritePayroll">添加一行</el-button>
       </div>
       <el-table :data="itemRows" stripe size="small" class="items-table">
         <el-table-column label="产品名称" min-width="180">
@@ -460,7 +463,7 @@ onMounted(() => {
         </el-table-column>
         <el-table-column label="操作" width="70" align="center">
           <template #default="{ $index }">
-            <el-button link type="danger" size="small" @click="removeItemRow($index)">删除</el-button>
+            <el-button link type="danger" size="small" @click="removeItemRow($index)" :disabled="!payrollUser.canWritePayroll">删除</el-button>
           </template>
         </el-table-column>
       </el-table>
@@ -472,7 +475,7 @@ onMounted(() => {
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit" :disabled="!payrollUser.canWritePayroll">保存</el-button>
       </template>
     </el-dialog>
   </div>

frontend/src/views/calc/ledger/index.vue

@@ -1,8 +1,12 @@
 <script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
 import { onMounted, reactive, ref } from 'vue'
 import { ElMessage } from 'element-plus'
 
 import * as calcApi from '@/api/calc'
+import * as payrollApi from '@/api/payroll'
 import type { LedgerRow } from '@/api/calc'
 import AppPagination from '@/components/table/AppPagination.vue'
 import { usePagedList } from '@/composables/usePagedList'
@@ -40,6 +44,25 @@ function resetFilters(): void {
 const recalcVisible = ref(false)
 const recalcTarget = ref<LedgerRow | null>(null)
 const recalcReason = ref('')
+const allocationVisible = ref(false), allocationLoading = ref(false)
+const allocationRows = ref<Record<string, unknown>[]>([])
+const adjustmentOpen = ref(false), adjustmentBusy = ref(false)
+const adjustment = reactive({ledger_id: 0, personnel_id: 0, direction: 1, amount: '', reason: ''})
+function openAdjustment(row: LedgerRow): void {
+  Object.assign(adjustment, {ledger_id: row.id, personnel_id: row.personnel_id, direction: 1, amount: '', reason: ''})
+  adjustmentOpen.value = true
+}
+async function saveAdjustment(): Promise<void> {
+  if (!adjustment.amount || !adjustment.reason.trim()) { ElMessage.warning('请填写差额和调整依据'); return }
+  adjustmentBusy.value = true
+  try { await payrollApi.allocationAdjustment(adjustment); ElMessage.success('调整单已生成，差额归生成当月'); adjustmentOpen.value = false }
+  catch (e) { handledError(e) } finally { adjustmentBusy.value = false }
+}
+async function showAllocations(row: LedgerRow): Promise<void> {
+  allocationVisible.value = true; allocationLoading.value = true; allocationRows.value = []
+  try { allocationRows.value = (await payrollApi.allocations(row.id)).list }
+  catch (e) { handledError(e) } finally { allocationLoading.value = false }
+}
 
 function openRecalc(row: LedgerRow): void {
   // 聚合行（calc_type=2）receipt_id 为 NULL，无回款可重算（按钮已限量，防御）
@@ -58,7 +81,8 @@ async function submitRecalc(): Promise<void> {
   }
   try {
     // 重算接口按回款 ID 定位（台账行主键 ≠ 回款 ID：传 row.id 会重算到错误回款）
-    await calcApi.recalcReceipt(row.receipt_id, recalcReason.value.trim())
+    if (row.snapshot_json?.engine === 'FIFO') await payrollApi.calculate(row.business_id, row.settlement_month, recalcReason.value.trim())
+    else await calcApi.recalcReceipt(row.receipt_id, recalcReason.value.trim())
     ElMessage.success('重算完成（新版本已生效）')
     recalcVisible.value = false
     await load()
@@ -165,16 +189,19 @@ async function submitRecalc(): Promise<void> {
             <span v-if="row.is_active === 0" class="ys-pill">已替代</span>
           </template>
         </el-table-column>
-        <el-table-column label="操作" width="90" fixed="right" align="center">
+        <el-table-column label="操作" width="210" fixed="right" align="center">
           <template #default="{ row }">
             <el-button
               v-if="row.is_active === 1 && row.calc_type === 1"
               link
               type="primary"
               @click="openRecalc(row)"
+              :disabled="!payrollUser.canWritePayroll"
             >
               重算
             </el-button>
+            <el-button v-if="row.snapshot_json?.engine === 'FIFO'" link type="primary" @click="showAllocations(row)">分配依据</el-button>
+            <el-button v-if="row.settlement_id" link type="primary" :disabled="!payrollUser.canWritePayroll" @click="openAdjustment(row)">分配调整</el-button>
           </template>
         </el-table-column>
       </el-table>
@@ -205,10 +232,24 @@ async function submitRecalc(): Promise<void> {
       />
       <template #footer>
         <el-button @click="recalcVisible = false">取消</el-button>
-        <el-button type="primary" @click="submitRecalc">确认重算</el-button>
+        <el-button type="primary" @click="submitRecalc" :disabled="!payrollUser.canWritePayroll">确认重算</el-button>
       </template>
     </el-dialog>
   </div>
+  <el-dialog v-model="allocationVisible" title="正式分配依据" width="min(1100px, 96vw)">
+    <el-table v-loading="allocationLoading" :data="allocationRows" empty-text="暂无正式分配明细">
+      <el-table-column prop="receipt_no" label="回款单" min-width="130" /><el-table-column prop="shipment_no" label="发货单" min-width="130" />
+      <el-table-column prop="shipment_date" label="发货日期" width="110" /><el-table-column prop="receipt_date" label="到账日期" width="110" />
+      <el-table-column prop="amount" label="本次分配金额" width="120" /><el-table-column prop="allocated_cost" label="指导成本分摊" width="120" />
+      <el-table-column prop="performance_delta" label="本次计提" width="100" /><el-table-column prop="payable_delta" label="本期应付差额" width="120" />
+      <el-table-column prop="input_id" label="资料版本编号" width="120" />
+    </el-table>
+  </el-dialog>
+  <el-dialog v-model="adjustmentOpen" title="二次分配差额调整" width="min(560px, 94vw)">
+    <el-alert title="原工资保持不变，补扣计入调整单生成当月，并沿用现有审批流程。" type="info" :closable="false" />
+    <el-form label-position="top"><el-form-item label="调整人员编号"><el-input-number v-model="adjustment.personnel_id" :min="1" /></el-form-item><el-form-item label="补扣方向"><el-select v-model="adjustment.direction"><el-option :value="1" label="补发" /><el-option :value="2" label="扣减" /></el-select></el-form-item><el-form-item label="差额（元）"><el-input v-model="adjustment.amount" /></el-form-item><el-form-item label="调整依据"><el-input v-model="adjustment.reason" type="textarea" maxlength="255" /></el-form-item></el-form>
+    <template #footer><el-button @click="adjustmentOpen = false">取消</el-button><el-button type="primary" :disabled="!payrollUser.canWritePayroll" :loading="adjustmentBusy" @click="saveAdjustment">生成当月调整单</el-button></template>
+  </el-dialog>
 </template>
 
 <style scoped>

frontend/src/views/settlements/index.vue

@@ -1,13 +1,16 @@
 <script setup lang="ts">
-import { onMounted, reactive, ref } from 'vue'
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
+import { computed, onMounted, reactive, ref } from 'vue'
 import { ElMessage } from 'element-plus'
 
 import {
   generateSettlement,
   getSettlement,
   listSettlements,
-  settlementStatusLabel,
   submitSettlement,
+  settlementStatusLabel,
   type Settlement,
   type SettlementDetail,
 } from '@/api/settlements'
@@ -44,12 +47,13 @@ function resetFilters(): void {
  * 状态条自动跟随、点击状态条时下拉也自动跟随，不需要额外同步逻辑；
  * 复用 search() 意味着**不新增任何后端请求口径**。
  */
-const FLOW_STEPS = [
+const ALL_FLOW_STEPS = [
   { value: 1, label: '草稿', tone: 'draft' },
   { value: 2, label: '待审批', tone: 'wait' },
-  { value: 3, label: '已审定（锁定）', tone: 'lock' },
+  { value: 3, label: '已完成（锁定）', tone: 'lock' },
   { value: 4, label: '已驳回', tone: 'reject' },
 ] as const
+const FLOW_STEPS = computed(() => payrollUser.userInfo?.payroll_approval_enabled ? ALL_FLOW_STEPS : ALL_FLOW_STEPS.filter(s => s.value === 3))
 
 /** 点当前段再点一次即取消筛选（idle 态），避免「点了没反应」的死角 */
 function pickStatus(status: number): void {
@@ -82,7 +86,7 @@ async function handleGenerate(): Promise<void> {
   generating.value = true
   try {
     await generateSettlement(generateMonth.value)
-    ElMessage.success('月结已生成（草稿）')
+    ElMessage.success('工资已生成并锁定，无需系统审批')
     await search()
   } catch (error) {
     handledError(error)
@@ -109,20 +113,10 @@ async function openDetail(row: Settlement): Promise<void> {
 }
 
 const submitting = ref(false)
-
 async function handleSubmit(row: Settlement): Promise<void> {
-  try {
-    const out = await submitSettlement(row.id)
-    ElMessage.success(
-      out.status === 3 ? '审批通过，月结已锁定' : '已提交审批（待财务复核）',
-    )
-    detail.value = await getSettlement(row.id)
-    await load()
-  } catch (error) {
-    handledError(error)
-  } finally {
-    submitting.value = false
-  }
+  submitting.value = true
+  try { await submitSettlement(row.id); ElMessage.success('已提交审核'); await load() }
+  catch (e) { handledError(e) } finally { submitting.value = false }
 }
 </script>
 
@@ -131,7 +125,7 @@ async function handleSubmit(row: Settlement): Promise<void> {
     <div class="page-head">
       <h1 class="page-title">月度结算</h1>
       <p class="page-desc">
-        按月生成绩效结算批次；送审后锁定，人数与金额不再随源数据变化
+        按月生成工资并锁定分配；审核功能默认关闭，完成后可直接查看和导出
       </p>
       <span class="waterline"></span>
     </div>
@@ -163,7 +157,7 @@ async function handleSubmit(row: Settlement): Promise<void> {
         style="width: 160px"
         maxlength="7"
       />
-      <el-button type="primary" :loading="generating" @click="handleGenerate">
+      <el-button type="primary" :loading="generating" @click="handleGenerate" :disabled="!payrollUser.canWritePayroll">
         生成月结快照
       </el-button>
     </div>
@@ -176,9 +170,9 @@ async function handleSubmit(row: Settlement): Promise<void> {
       <el-form-item label="状态">
         <el-select v-model="filters.status" placeholder="全部" clearable style="width: 150px">
           <el-option label="草稿" :value="1" />
-          <el-option label="待审批" :value="2" />
-          <el-option label="已审定（锁定）" :value="3" />
-          <el-option label="已驳回" :value="4" />
+          <el-option v-if="payrollUser.userInfo?.payroll_approval_enabled" label="待审批" :value="2" />
+          <el-option label="已完成（锁定）" :value="3" />
+          <el-option v-if="payrollUser.userInfo?.payroll_approval_enabled" label="已驳回" :value="4" />
         </el-select>
       </el-form-item>
       <div class="filter-bar__actions">
@@ -212,13 +206,13 @@ async function handleSubmit(row: Settlement): Promise<void> {
             <span class="cell-num">{{ row.person_count }}</span>
           </template>
         </el-table-column>
-        <el-table-column label="审批单号" min-width="140">
+        <el-table-column v-if="payrollUser.userInfo?.payroll_approval_enabled" label="审批单号" min-width="140">
           <template #default="{ row }">
             <span v-if="row.approval_order_no" class="cell-code">{{ row.approval_order_no }}</span>
             <span v-else class="cell-muted">—</span>
           </template>
         </el-table-column>
-        <el-table-column label="提交时间" min-width="150">
+        <el-table-column label="制作时间" min-width="150">
           <template #default="{ row }">
             <span class="cell-muted">{{ formatDateTime(row.create_time) }}</span>
           </template>
@@ -226,16 +220,8 @@ async function handleSubmit(row: Settlement): Promise<void> {
         <el-table-column label="操作" width="140" fixed="right" align="center">
           <template #default="{ row }">
             <div class="table-actions">
-              <el-button link type="primary" @click="openDetail(row)">详情</el-button>
-              <el-button
-                v-if="row.status === 1 || row.status === 4"
-                link
-                type="success"
-                :loading="submitting"
-                @click="handleSubmit(row)"
-              >
-                提交审批
-              </el-button>
+              <el-button link type="primary" @click="openDetail(row)">详情</el-button><el-button v-if="row.approval_required && (row.status === 1 || row.status === 4) && payrollUser.userInfo?.payroll_approval_enabled" link type="success" :disabled="!payrollUser.canWritePayroll" :loading="submitting" @click="handleSubmit(row)">提交审核</el-button>
+
             </div>
           </template>
         </el-table-column>
@@ -268,9 +254,8 @@ async function handleSubmit(row: Settlement): Promise<void> {
             审批人才能区分「没有这个字段」与「有字段但为空」。
           -->
           <dl class="kv">
-            <dt>审批单号</dt>
-            <dd>{{ detail.approval_order_no || '—' }}</dd>
-            <dt>提交人</dt>
+            <template v-if="detail.approval_order_no"><dt>历史审批单号</dt><dd>{{ detail.approval_order_no }}</dd></template>
+            <dt>制作人</dt>
             <dd>{{ detail.submitter_name || '—' }}</dd>
             <dt>锁定人</dt>
             <dd>{{ detail.locked_by || '—' }}</dd>
@@ -305,7 +290,7 @@ async function handleSubmit(row: Settlement): Promise<void> {
           </el-table>
 
           <p v-if="detail.status === 1 || detail.status === 4" class="drawer-hint">
-            草稿/已驳回状态可重新生成快照后再次提交。
+            审核默认关闭，工资生成后直接完成并锁定。开启审核时，草稿或已驳回记录可重新生成后提交。
           </p>
           <p v-else-if="detail.status === 3" class="drawer-hint">
             已锁定：源数据改动只产生提示与调整单。

frontend/src/views/system/tplus/FactEditor.vue

@@ -0,0 +1,143 @@
+<script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
+import { reactive, ref, watch } from 'vue'
+import { ElMessage } from 'element-plus'
+import * as api from '@/api/tplus-workbench'
+import { handledError } from '@/utils/error'
+import { factKinds } from './workbench-labels'
+
+const open = defineModel<boolean>({required: true})
+const props = defineProps<{fact: api.Fact | null}>()
+const emit = defineEmits<{saved: []}>()
+const kind = ref<api.FactKind>('PERSONNEL')
+const key = ref(''), evidence = ref(''), version = ref(0), saving = ref(false)
+const d = reactive<Record<string, unknown>>({})
+const shipments = ref(''), receipts = ref(''), excluded = ref('')
+const options = ref<api.SourceChoice[]>([])
+const sourceEntity: Partial<Record<api.FactKind, string>> = {PERSONNEL: 'personnel', PRODUCT: 'products', CUSTOMER: 'customers', RECEIPT: 'receipts', SHIPMENT: 'shipment_items', CORRECTION: 'receipts'}
+const ids = (value: string): string[] => value.split(/[\s,，]+/).map(v => v.trim()).filter(Boolean)
+async function search(value = ''): Promise<void> {
+  const entity = sourceEntity[kind.value]
+  if (!entity) { options.value = []; return }
+  try { options.value = (await api.sourceChoices(entity, value)).list } catch (e) { handledError(e) }
+}
+function resetData(): void { for (const field of Object.keys(d)) delete d[field]; key.value = ''; version.value = 0; evidence.value = ''; shipments.value = ''; receipts.value = ''; excluded.value = ''; void search() }
+watch(kind, () => { if (!props.fact) resetData() })
+watch(open, value => {
+  if (!value) return
+  resetData()
+  if (props.fact) {
+    kind.value = props.fact.kind; key.value = props.fact.fact_key; version.value = props.fact.version
+    evidence.value = props.fact.evidence; Object.assign(d, props.fact.data)
+    shipments.value = (d.shipment_ids as string[] | undefined)?.join(',') ?? ''
+    receipts.value = (d.receipt_ids as string[] | undefined)?.join(',') ?? ''
+    excluded.value = (d.excluded_receipt_ids as string[] | undefined)?.join(',') ?? ''
+  }
+  void search()
+})
+function chosen(value: string): void {
+  const item = options.value.find(v => v.source_id === value)
+  if (kind.value === 'PERSONNEL' && item) { key.value = item.source_no ?? ''; d.code = key.value; d.name = item.name }
+  else key.value = value
+}
+async function save(): Promise<void> {
+  if (saving.value) return
+  if (!key.value || !evidence.value.trim()) { ElMessage.warning('请填写资料标识和确认依据'); return }
+  const data = {...d}
+  if (kind.value === 'GUIDANCE' && d.basis === 'UNIT') delete data.shipment_line_id
+  if (kind.value === 'GROUP') data.guidance_month_basis = 'SHIPMENT'
+  if (kind.value === 'GROUP' && !d.prepayment_parameter_basis) data.prepayment_parameter_basis = null
+  if (kind.value === 'PERSONNEL') { data.code = key.value; data.status = d.status ?? 1 }
+  if (kind.value === 'GROUP') {
+    Object.assign(data, {shipment_ids: ids(shipments.value), receipt_ids: ids(receipts.value), excluded_receipt_ids: ids(excluded.value),
+      scope_confirmed: Boolean(d.scope_confirmed), opening_confirmed: Boolean(d.opening_confirmed),
+      historical_settlement_confirmed: Boolean(d.historical_settlement_confirmed), august_confirmed: Boolean(d.august_confirmed)})
+  }
+  if (kind.value === 'RECEIPT') data.voucher_confirmed = Boolean(d.voucher_confirmed)
+  if (kind.value === 'SHIPMENT') data.sales_amount_excludes_freight = Boolean(d.sales_amount_excludes_freight)
+  if (kind.value === 'SHIPMENT' && data.freight_amount === '') data.freight_amount = null
+  if (kind.value === 'HANDOVER') data.shipping_ownership_confirmed = Boolean(d.shipping_ownership_confirmed)
+  saving.value = true
+  try { await api.saveFact({kind: kind.value, fact_key: key.value, expected_version: version.value, evidence: evidence.value, data}); ElMessage.success('资料已保存，历史版本保留'); open.value = false; emit('saved') }
+  catch (e) { handledError(e) } finally { saving.value = false }
+}
+</script>
+
+<template>
+  <el-dialog v-model="open" title="核算补充资料" width="min(720px, 94vw)" :close-on-click-modal="false">
+    <el-alert title="只登记已核对的事实；未明确的口径请留空，预演会列出待补原因。" type="info" :closable="false" />
+    <el-form label-position="top" class="fact-form" @submit.prevent="save">
+      <el-form-item label="资料类型"><el-select v-model="kind" :disabled="!!fact" aria-label="资料类型"><el-option v-for="(label, value) in factKinds" :key="value" :label="label" :value="value" /></el-select></el-form-item>
+      <el-form-item v-if="sourceEntity[kind] && !fact" label="从已读取的源数据选择"><el-select filterable remote :remote-method="search" placeholder="按T+编号搜索；最多显示200条" aria-label="选择源数据" @change="chosen"><el-option v-for="item in options" :key="item.source_id" :value="item.source_id" :label="`${item.source_no ?? item.source_id} ${item.name} ${item.date}`" /></el-select></el-form-item>
+      <el-form-item :label="kind === 'PERSONNEL' ? '人员工号（保留前导零）' : ['PRODUCT', 'CUSTOMER', 'RECEIPT', 'SHIPMENT', 'CORRECTION'].includes(kind) ? '对应源内部ID' : '资料标识（英文、数字或连字符）'"><el-input v-model="key" :disabled="!!fact" aria-label="资料标识" /></el-form-item>
+      <template v-if="kind === 'PERSONNEL'">
+        <el-form-item label="姓名"><el-input v-model="d.name" aria-label="姓名" /></el-form-item>
+        <el-form-item label="岗位"><el-select v-model="d.role_code" aria-label="岗位"><el-option label="业务员" value="salesperson" /><el-option label="经理" value="sales_manager" /></el-select></el-form-item>
+        <el-form-item label="在职状态"><el-select v-model="d.status" aria-label="在职状态"><el-option label="在职" :value="1" /><el-option label="离职" :value="0" /></el-select></el-form-item>
+      </template>
+      <template v-if="kind === 'PRODUCT'">
+        <el-form-item label="核算产品类型"><el-select v-model="d.category" aria-label="核算产品类型"><el-option label="市政水利" value="municipal_water" /><el-option label="轨道交通" value="rail_transit" /></el-select></el-form-item>
+        <el-form-item label="与T+一致的计量单位"><el-input v-model="d.unit" aria-label="计量单位" /></el-form-item>
+      </template>
+      <template v-if="kind === 'CUSTOMER'">
+        <el-form-item label="绩效客户分类"><el-select v-model="d.customer_type" aria-label="绩效客户分类"><el-option label="个人户" value="personal" /><el-option label="经理个人户" value="manager_personal" /><el-option label="企业户" value="enterprise" /></el-select></el-form-item>
+        <el-form-item label="客户公司负责人姓名"><el-input v-model="d.owner_name" aria-label="客户公司负责人" /></el-form-item>
+      </template>
+      <template v-if="kind === 'GROUP'">
+        <el-form-item label="T+客户内部ID"><el-input v-model="d.customer_id" aria-label="T+客户内部ID" /></el-form-item>
+        <el-form-item label="纳入平账的发货单内部ID（逗号分隔）"><el-input v-model="shipments" type="textarea" aria-label="平账发货单" /></el-form-item>
+        <el-form-item label="纳入平账的收款单内部ID（逗号分隔）"><el-input v-model="receipts" type="textarea" aria-label="平账收款单" /></el-form-item>
+        <el-form-item label="截至2026年2月28日的未收金额（无余额填0）"><el-input v-model="d.opening_balance" aria-label="期初应收余额" /></el-form-item>
+        <el-form-item label="其中已由旧软件核算或已发放的收款ID"><el-input v-model="excluded" type="textarea" aria-label="排除历史已核算款" /></el-form-item>
+        <p class="page-desc">按同一 T+ 发货客户名头统一平账，不按合同拆组；成本固定取发货月份，计提参数按到账日取值。</p>
+        <div class="checks"><el-checkbox v-model="d.scope_confirmed">本客户平账资料已核实</el-checkbox><el-checkbox v-model="d.opening_confirmed">期初应收已核实</el-checkbox><el-checkbox v-model="d.historical_settlement_confirmed">历史已核算及已发放款已核实</el-checkbox></div>
+      </template>
+      <template v-if="kind === 'GUIDANCE'">
+        <el-form-item label="T+产品内部ID"><el-input v-model="d.product_id" aria-label="指导价产品" /></el-form-item>
+        <el-form-item label="指导价月份"><el-date-picker v-model="d.month" type="month" value-format="YYYY-MM" aria-label="指导价月份" /></el-form-item>
+        <el-form-item label="成本类型"><el-select v-model="d.basis" aria-label="成本类型"><el-option label="单位指导成本" value="UNIT" /><el-option label="指定发货明细的总成本" value="LINE_TOTAL" /></el-select></el-form-item>
+        <el-form-item label="含税指导成本（元）"><el-input v-model="d.amount" aria-label="含税指导成本" /></el-form-item>
+        <el-form-item label="计量单位"><el-input v-model="d.unit" aria-label="指导价单位" /></el-form-item>
+        <el-form-item v-if="d.basis === 'LINE_TOTAL'" label="发货明细内部ID"><el-input v-model="d.shipment_line_id" aria-label="指导价发货明细" /></el-form-item>
+        <el-checkbox v-model="d.is_finalized" :disabled="Boolean(props.fact?.data.is_finalized)">该发货月份指导成本已录入完毕并封存（封存后不能修改）</el-checkbox>
+      </template>
+      <template v-if="kind === 'RECEIPT'">
+        <el-form-item label="会计凭证编号或核对记录"><el-input v-model="d.voucher_reference" aria-label="会计凭证依据" /></el-form-item>
+        <el-checkbox v-model="d.voucher_confirmed">已核实本收款单生成了凭证（已审核不等于已生成凭证）</el-checkbox>
+      </template>
+      <template v-if="kind === 'SHIPMENT'">
+        <el-form-item label="所属业务标识"><el-input v-model="d.business_key" aria-label="发货业务标识" /></el-form-item>
+        <el-form-item label="该次发货归属人员工号"><el-input v-model="d.personnel_id" aria-label="发货归属工号" /></el-form-item>
+        <el-checkbox v-model="d.sales_amount_excludes_freight">已核实该明细含税销售额已剔除运费</el-checkbox>
+        <el-form-item v-if="!d.sales_amount_excludes_freight" label="该明细应扣除的运费（元；已核实无运费填0，未核实留空）"><el-input v-model="d.freight_amount" aria-label="发货明细运费" /></el-form-item>
+        <p class="page-desc">发货日期取原销货单日期。日期更正办法尚未确认，本轮暂不开放修改。</p>
+      </template>
+      <template v-if="kind === 'CORRECTION'">
+        <el-form-item label="更正对象"><el-select v-model="d.entity" aria-label="更正对象"><el-option label="发货更正单" value="SHIPMENT" /><el-option label="跨客户回款" value="RECEIPT" /></el-select></el-form-item>
+        <el-form-item label="正负更正配对标识"><el-input v-model="d.pair_key" aria-label="更正配对标识" /></el-form-item>
+        <template v-if="d.entity === 'RECEIPT'"><el-form-item label="归入原业务标识"><el-input v-model="d.redirect_business_key" aria-label="归入原业务标识" /></el-form-item></template>
+        <el-checkbox v-else v-model="d.exclude_performance">保留源记录但排除绩效核算</el-checkbox>
+      </template>
+      <template v-if="kind === 'HANDOVER' || kind === 'MANAGER'">
+        <el-form-item label="所属业务标识"><el-input v-model="d.business_key" aria-label="关系业务标识" /></el-form-item>
+        <el-form-item label="生效日期"><el-date-picker v-model="d.effective_date" value-format="YYYY-MM-DD" aria-label="生效日期" /></el-form-item>
+        <template v-if="kind === 'HANDOVER'">
+          <el-form-item label="交接类型"><el-select v-model="d.mode" aria-label="交接类型"><el-option label="离职交接" value="RESIGNATION" /><el-option label="在职人员交接" value="ACTIVE" /></el-select></el-form-item>
+          <el-form-item label="交出人员工号"><el-input v-model="d.from_personnel_id" aria-label="交出人员" /></el-form-item><el-form-item label="接收人员工号"><el-input v-model="d.to_personnel_id" aria-label="接收人员" /></el-form-item>
+          <el-checkbox v-model="d.shipping_ownership_confirmed">已逐次核对交接前后发货归属，未按固定比例分摊</el-checkbox>
+        </template>
+        <el-form-item v-else label="分管经理工号"><el-input v-model="d.manager_id" aria-label="分管经理" /></el-form-item>
+      </template>
+      <el-form-item label="确认依据与修改原因（必填）"><el-input v-model="evidence" type="textarea" :rows="3" maxlength="500" aria-label="确认依据与修改原因" placeholder="记录确认人、日期、例单或更正原因；不要填写账号密码" /></el-form-item>
+      <p v-if="fact" class="page-desc">正在编辑第 {{ version }} 版，保存后新增版本，旧内容保留。</p>
+    </el-form>
+    <template #footer><el-button @click="open = false">取消</el-button><el-button type="primary" :loading="saving" @click="save" :disabled="!payrollUser.canWritePayroll">保存资料</el-button></template>
+  </el-dialog>
+</template>
+
+<style scoped>
+.fact-form { margin-top: 16px; } .checks { display: grid; gap: 8px; margin-bottom: 16px; }
+.el-select, .el-date-editor { width: 100%; } .el-checkbox { white-space: normal; height: auto; line-height: 1.6; }
+</style>

frontend/src/views/system/tplus/WorkbenchPanel.vue

@@ -0,0 +1,146 @@
+<script setup lang="ts">
+import { useUserStore } from '@/store/user'
+const payrollUser = useUserStore()
+
+import { computed, onMounted, ref } from 'vue'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import * as api from '@/api/tplus-workbench'
+import AppPagination from '@/components/table/AppPagination.vue'
+import { handledError } from '@/utils/error'
+import { formatDateTime } from '@/utils/format'
+import FactEditor from './FactEditor.vue'
+import { actions, factKinds, reasonText, workKinds } from './workbench-labels'
+
+const tab = ref('import'), entities = ref(['personnel']), idsText = ref('')
+const month = ref(''), groupText = ref(''), creating = ref(false), failed = ref(false)
+const runs = ref<api.WorkRun[]>([]), facts = ref<api.Fact[]>([]), total = ref(0), page = ref(1)
+const factsTotal = ref(0), factPage = ref(1), factKind = ref<string>(), loading = ref(false)
+const editing = ref(false), editedFact = ref<api.Fact | null>(null)
+const current = ref<api.WorkRun | null>(null), lines = ref<api.WorkLine[]>([]), linePage = ref(1), linesTotal = ref(0)
+const details = ref(false), action = ref<string>(), history = ref<api.Fact[]>([]), historyOpen = ref(false)
+const requestKeys = new Map<string, string>()
+const split = (s: string): string[] => s.split(/[\s,，]+/).map(v => v.trim()).filter(Boolean)
+const counts = computed(() => (current.value?.summary?.counts ?? {}) as Record<string, number>)
+const summaries = computed(() => Object.entries((current.value?.summary?.groups ?? {}) as Record<string, Record<string, unknown>>).map(([key, v]) => ({key, ...v})))
+async function refresh(): Promise<void> {
+  loading.value = true; failed.value = false
+  try {
+    const [a, b] = await Promise.all([api.listWorks({pageNum: page.value, pageSize: 10}), api.listFacts({kind: factKind.value, pageNum: factPage.value, pageSize: 10})])
+    runs.value = a.list; total.value = a.total; facts.value = b.list; factsTotal.value = b.total
+  } catch (e) { failed.value = true; handledError(e) } finally { loading.value = false }
+}
+async function queue(kind: api.WorkKind, preview?: api.WorkRun): Promise<void> {
+  if (creating.value) return
+  if (kind === 'MASTER_PREVIEW' && !entities.value.length) { ElMessage.warning('请选择基础数据'); return }
+  if (kind === 'CALC_PREVIEW' && (!month.value || !split(groupText.value).length)) { ElMessage.warning('请选择核算月份和平账组'); return }
+  if ((kind === 'MASTER_APPLY' || kind === 'BUSINESS_APPLY')) {
+    try { await ElMessageBox.confirm('将按预览导入资料或正式业务单据。冲突和待补行保留，工资台账不会写入。', '执行基础导入', {type: 'warning'}) } catch { return }
+  }
+  const input = (kind === 'MASTER_APPLY' || kind === 'BUSINESS_APPLY') ? {kind, preview_no: preview?.run_no}
+    : kind === 'MASTER_PREVIEW' ? {kind, entity_types: entities.value, source_ids: split(idsText.value)}
+      : {kind, month: month.value, group_keys: split(groupText.value)}
+  const intent = JSON.stringify(input), key = requestKeys.get(intent) ?? crypto.randomUUID()
+  requestKeys.set(intent, key); creating.value = true
+  try { await api.createWork({...input, request_key: key}); requestKeys.delete(intent); ElMessage.success('任务已排队，由读取服务处理'); await refresh() }
+  catch (e) { handledError(e) } finally { creating.value = false }
+}
+async function loadLines(): Promise<void> {
+  if (!current.value) return
+  try { const p = await api.workLines(current.value.run_no, {pageNum: linePage.value, pageSize: 20, action: action.value}); lines.value = p.list; linesTotal.value = p.total }
+  catch (e) { handledError(e) }
+}
+async function show(run: api.WorkRun): Promise<void> {
+  try { current.value = await api.getWork(run.run_no); linePage.value = 1; action.value = undefined; details.value = true; await loadLines() } catch (e) { handledError(e) }
+}
+function edit(fact: api.Fact | null): void { editedFact.value = fact; editing.value = true }
+async function showHistory(fact: api.Fact): Promise<void> {
+  try { history.value = (await api.factHistory(fact.id)).list; historyOpen.value = true } catch (e) { handledError(e) }
+}
+async function exportReport(): Promise<void> {
+  if (!current.value) return
+  try { const blob = await api.downloadReport(current.value.run_no), url = URL.createObjectURL(blob), anchor = document.createElement('a'); anchor.href = url; anchor.download = `${current.value.run_no}-核对报告.csv`; anchor.click(); URL.revokeObjectURL(url) } catch (e) { handledError(e) }
+}
+async function replay(): Promise<void> {
+  if (!current.value || creating.value) return
+  creating.value = true
+  try { await api.createWork({kind: 'CALC_PREVIEW', replay_no: current.value.run_no, request_key: crypto.randomUUID()}); ElMessage.success('已按原快照排队重跑'); await refresh() }
+  catch (e) { handledError(e) } finally { creating.value = false }
+}
+function value(data: Record<string, unknown>, key: string): string { return data[key] == null ? '—' : String(data[key]) }
+function rowName(data: Record<string, unknown>): string {
+  const v = data.values as Record<string, unknown> | undefined
+  return String(v?.personnel_name ?? v?.product_name ?? v?.company_name ?? data.source_name ?? data.receipt_no ?? '—')
+}
+onMounted(refresh)
+</script>
+
+<template>
+  <section class="card card-body workbench" aria-labelledby="workbench-title">
+    <div class="section-head"><div><h2 id="workbench-title">基础导入与核算预演</h2><p class="page-desc">先核对资料和资金分配过程，预演不生成正式工资，不改变月结或已发放结果。</p></div><el-button :loading="loading" @click="refresh">刷新工作区</el-button></div>
+    <el-alert v-if="failed" type="error" title="工作区加载失败，请确认数据库迁移已执行后刷新。" :closable="false" show-icon />
+    <el-tabs v-model="tab">
+      <el-tab-pane label="基础导入" name="import">
+        <el-form label-position="top" class="create-form" @submit.prevent="queue('MASTER_PREVIEW')">
+          <el-form-item label="本次预览的数据"><el-checkbox-group v-model="entities" aria-label="导入数据类型"><el-checkbox value="personnel">人员</el-checkbox><el-checkbox value="products">产品</el-checkbox><el-checkbox value="customers">客户</el-checkbox></el-checkbox-group></el-form-item>
+          <el-form-item label="指定源内部ID（选填，逗号分隔；留空处理所选类型全部数据）"><el-input v-model="idsText" aria-label="指定导入范围" /></el-form-item>
+          <el-button type="primary" :loading="creating" @click="queue('MASTER_PREVIEW')" :disabled="!payrollUser.canWritePayroll">生成导入预览</el-button>
+        </el-form>
+      </el-tab-pane>
+      <el-tab-pane label="核算预演" name="calc">
+        <el-alert title="平账范围、期初应收、历史已核算款和指导价等资料不足时，相应记录显示待补原因，不按零成本试算。" type="info" :closable="false" />
+        <el-form label-position="top" class="create-form" @submit.prevent="queue('CALC_PREVIEW')">
+          <el-form-item label="核对月份"><el-date-picker v-model="month" type="month" value-format="YYYY-MM" aria-label="核对月份" /></el-form-item>
+          <el-form-item label="已登记的平账组标识（逗号分隔）"><el-input v-model="groupText" aria-label="预演平账组" placeholder="请先在补充资料中登记平账范围" /></el-form-item>
+          <el-button type="primary" :loading="creating" @click="queue('CALC_PREVIEW')" :disabled="!payrollUser.canWritePayroll">生成核算预演</el-button>
+        </el-form>
+      </el-tab-pane>
+      <el-tab-pane label="正式业务导入" name="business-import">
+        <el-alert title="预览核实后导入正式业务、发货和回款；生成工资需另行正式核算。" type="info" :closable="false" />
+        <el-form class="create-form" label-position="top"><el-form-item label="资料核对月份"><el-date-picker v-model="month" type="month" value-format="YYYY-MM" /></el-form-item><el-form-item label="已核实的独立业务平账组"><el-input v-model="groupText" placeholder="填写组标识，以逗号或换行分隔" /></el-form-item><el-button type="primary" :disabled="!payrollUser.canWritePayroll" :loading="creating" @click="queue('BUSINESS_PREVIEW')">生成正式导入预览</el-button></el-form>
+      </el-tab-pane>
+      <el-tab-pane label="补充资料" name="facts">
+        <div class="toolbar"><el-select v-model="factKind" clearable placeholder="全部资料" aria-label="筛选资料类型" @change="factPage = 1; refresh()"><el-option v-for="(label, key) in factKinds" :key="key" :value="key" :label="label" /></el-select><el-button type="primary" @click="edit(null)" :disabled="!payrollUser.canWritePayroll">新增补充资料</el-button></div>
+        <el-table v-loading="loading" :data="facts" empty-text="暂无补充资料，请按客户确认结果填写。">
+          <el-table-column label="资料类型" min-width="150"><template #default="{row}">{{ factKinds[row.kind as api.FactKind] }}</template></el-table-column><el-table-column prop="fact_key" label="标识" min-width="120" /><el-table-column prop="version" label="版本" width="70" /><el-table-column prop="evidence" label="确认依据" min-width="230" /><el-table-column label="操作" min-width="130"><template #default="{row}"><el-button link type="primary" @click="edit(row)" :disabled="!payrollUser.canWritePayroll">查看 / 编辑</el-button><el-button link @click="showHistory(row)">历史</el-button></template></el-table-column>
+        </el-table>
+        <AppPagination :total="factsTotal" :page-num="factPage" :page-size="10" @page-change="factPage = $event; refresh()" @size-change="refresh" />
+      </el-tab-pane>
+    </el-tabs>
+    <h3>工作区任务</h3>
+    <el-table v-loading="loading" :data="runs" empty-text="暂无任务，可先生成基础导入预览。">
+      <el-table-column label="任务" min-width="200"><template #default="{row}"><el-button link type="primary" @click="show(row)">{{ workKinds[row.kind as api.WorkKind] }}</el-button><p class="page-desc">{{ row.run_no }}</p></template></el-table-column>
+      <el-table-column label="状态" min-width="115"><template #default="{row}">{{ actions[row.status] ?? row.status }}</template></el-table-column>
+      <el-table-column label="创建时间" min-width="160"><template #default="{row}">{{ formatDateTime(row.create_time) }}</template></el-table-column>
+      <el-table-column label="异常原因" min-width="180"><template #default="{row}">{{ reasonText(row.error_code) || '—' }}</template></el-table-column>
+      <el-table-column label="操作" min-width="170"><template #default="{row}"><el-button link type="primary" @click="show(row)">查看明细</el-button><el-button v-if="(row.kind === 'MASTER_PREVIEW' || row.kind === 'BUSINESS_PREVIEW') && ['SUCCEEDED','PARTIAL'].includes(row.status)" link type="primary" :disabled="!payrollUser.canWritePayroll || (creating)" @click="queue(row.kind === 'BUSINESS_PREVIEW' ? 'BUSINESS_APPLY' : 'MASTER_APPLY', row)">执行导入</el-button></template></el-table-column>
+    </el-table>
+    <AppPagination :total="total" :page-num="page" :page-size="10" @page-change="page = $event; refresh()" @size-change="refresh" />
+    <FactEditor v-model="editing" :fact="editedFact" @saved="refresh" />
+    <el-dialog v-model="details" title="处理结果与逐笔依据" width="min(1240px, 96vw)">
+      <template v-if="current">
+        <el-alert title="仅为导入或预演结果，未写入正式工资台账。" type="info" :closable="false" />
+        <p class="fingerprint">输入指纹：{{ current.snapshot_hash ?? '尚未处理' }}</p>
+        <div class="counts"><span v-for="(count, key) in counts" :key="key">{{ actions[key] ?? key }}：{{ count }}</span></div>
+        <el-table v-if="summaries.length" :data="summaries"><el-table-column prop="key" label="平账组" min-width="100" /><el-table-column prop="receipt_total" label="纳入回款" min-width="110" /><el-table-column prop="excluded_receipt_total" label="未纳入回款" min-width="115" /><el-table-column prop="allocated_total" label="分配合计" min-width="110" /><el-table-column prop="opening_remaining" label="剩余旧应收" min-width="110" /><el-table-column prop="prepayment_remaining" label="预收待发货" min-width="110" /><el-table-column prop="performance_total" label="累计可核对计提" min-width="130" /><el-table-column prop="month_performance_total" label="本月可核对计提" min-width="140" /><el-table-column label="待补说明" min-width="180"><template #default="{row}">{{ reasonText(row.reasons) || '逐笔见下表；经理工资尚未生成' }}</template></el-table-column></el-table>
+        <div class="toolbar"><el-select v-model="action" clearable placeholder="全部处理结果" aria-label="筛选处理结果" @change="linePage = 1; loadLines()"><el-option v-for="(label,key) in actions" :key="key" :value="key" :label="label" /></el-select><el-button @click="show(current)">刷新结果</el-button><el-button v-if="current.kind === 'CALC_PREVIEW' && ['SUCCEEDED', 'PARTIAL'].includes(current.status)" :loading="creating" @click="replay" :disabled="!payrollUser.canWritePayroll">按原快照重跑</el-button><el-button :disabled="!current.snapshot_hash" @click="exportReport">导出核对报告</el-button></div>
+        <el-table :data="lines" empty-text="任务尚未处理或当前筛选没有记录">
+          <el-table-column prop="source_id" label="源记录 / 平账组" min-width="130" /><el-table-column label="处理结果" min-width="100"><template #default="{row}">{{ actions[row.action] ?? row.action }}</template></el-table-column>
+          <el-table-column label="名称 / 回款单" min-width="150"><template #default="{row}">{{ rowName(row.data) }}</template></el-table-column>
+          <el-table-column label="发货单 / 明细" min-width="140"><template #default="{row}">{{ value(row.data, 'shipment_no') }} / {{ value(row.data, 'line_id') }}</template></el-table-column>
+          <el-table-column v-for="[key,label] in [['accounting_voucher_code','关联凭证示例'],['amount','匹配金额'],['shipment_remaining_after','分配后该明细剩余应收'],['days','回款天数'],['allocated_cost','指导成本分摊'],['converted_profit','折算利润'],['profit_threshold','利润门槛（%）'],['rate_percent','计提比例'],['performance','计提金额'],['personnel_id','归属工号']]" :key="key" :label="label" min-width="110"><template #default="{row}">{{ value(row.data, key!) }}</template></el-table-column>
+          <el-table-column label="待补或处理原因" min-width="220"><template #default="{row}">{{ reasonText(row.reason) || (row.data.excluded_manager_own ? '经理本人业务，已排除绩效汇总' : row.data.manager_pending ? '经理分管关系待补，不生成经理工资' : '—') }}</template></el-table-column>
+        </el-table>
+        <AppPagination :total="linesTotal" :page-num="linePage" :page-size="20" @page-change="linePage = $event; loadLines()" @size-change="loadLines" />
+      </template>
+    </el-dialog>
+    <el-dialog v-model="historyOpen" title="补充资料修改历史" width="min(850px, 94vw)"><el-table :data="history"><el-table-column prop="version" label="版本" width="70" /><el-table-column prop="evidence" label="确认依据 / 修改原因" min-width="260" /><el-table-column prop="requested_by" label="操作人ID" width="110" /><el-table-column label="时间" min-width="160"><template #default="{row}">{{ formatDateTime(row.create_time) }}</template></el-table-column></el-table></el-dialog>
+  </section>
+</template>
+
+<style scoped>
+.workbench { margin-top: 24px; } .section-head, .toolbar { display: flex; justify-content: space-between; align-items: center; gap: 16px; margin-bottom: 16px; }
+h2 { margin: 0 0 8px; font-size: 18px; } h3 { margin: 24px 0 12px; font-size: 16px; } .create-form { max-width: 720px; padding: 16px 0; }
+.toolbar { justify-content: flex-start; margin-top: 16px; flex-wrap: wrap; } .toolbar .el-select { width: 220px; } .fingerprint { overflow-wrap: anywhere; color: var(--ys-ink-2); font-size: 12px; } .counts { display: flex; gap: 24px; margin: 16px 0; flex-wrap: wrap; }
+.workbench :deep(.el-table .el-button + .el-button) { margin-left: 12px; }
+@media(max-width: 640px) { .section-head { align-items: flex-start; flex-direction: column; } .toolbar .el-select { width: 100%; } }
+</style>

frontend/src/views/system/tplus/index.vue

@@ -6,10 +6,17 @@ import AppPagination from '@/components/table/AppPagination.vue'
 import { usePagedList } from '@/composables/usePagedList'
 import { handledError } from '@/utils/error'
 import { formatDateTime } from '@/utils/format'
+import { newRequestKey } from '@/utils/uuid'
 import AuditResult from './AuditResult.vue'
+import WorkbenchPanel from './WorkbenchPanel.vue'
 import BatchDetailDialog from './BatchDetailDialog.vue'
 import CreateTaskDialog from './CreateTaskDialog.vue'
 import { scopeLabel, statuses } from './labels'
+import { useUserStore } from '@/store/user'
+
+const user = useUserStore()
+const weekdays = ['一', '二', '三', '四', '五', '六', '日']
+const phases: Record<string, string> = {UNKNOWN: '尚无心跳记录', IDLE: '等待任务', RUNNING: '处理中', STOPPED: '已停止'}
 
 const overview = ref<api.TPlusOverview | null>(null)
 const overviewFailed = ref(false)
@@ -35,7 +42,7 @@ async function refresh(): Promise<void> {
 async function retry(row: api.TPlusBatch): Promise<void> {
   if (retrying.value) return
   retrying.value = row.batch_no
-  const key = retryKeys.get(row.batch_no) ?? crypto.randomUUID()
+  const key = retryKeys.get(row.batch_no) ?? newRequestKey()
   retryKeys.set(row.batch_no, key)
   try {
     const batch = await api.retryTask(row.batch_no, key)
@@ -60,11 +67,17 @@ onMounted(refresh)
   <div class="tplus-page">
     <header class="page-head">
       <div><h1 class="page-title">T+ 数据同步</h1><p class="page-desc">读取源数据、检查关联，并追踪每次处理结果。</p><div class="waterline" /></div>
-      <div class="head-actions"><el-button :loading="refreshing" @click="refresh">刷新</el-button><el-button type="primary" :disabled="!overview?.is_configured || overviewFailed" @click="creating = true">新建任务</el-button></div>
+      <div class="head-actions"><el-button :loading="refreshing" @click="refresh">刷新</el-button><el-button type="primary" :disabled="!user.canWritePayroll || !overview?.is_configured || overviewFailed" @click="creating = true">新建任务</el-button></div>
     </header>
-    <el-alert type="warning" title="当前仅保存原始数据，未写入工资业务表。SQL Server 2008 R2 同版本验收及业务口径确认仍待完成。" :closable="false" show-icon />
+    <el-alert type="warning" title="Docker 恢复库用于开发。基础数据先预览再导入；核算预演与正式工资隔离。旧版 SQL Server 兼容性在正式交付前另行验证。" :closable="false" show-icon />
     <el-alert v-if="overviewFailed" class="config-note" type="error" title="概况加载失败，请点击刷新重试" :closable="false" />
     <p v-else class="config-note" role="status">{{ overview?.configuration_message ?? '正在加载配置状态…' }}</p>
+    <section v-if="overview?.automation" class="card card-body automation-status" aria-label="自动采集与运行状态">
+      <div class="automation-heading"><h2>自动采集与运行状态</h2><el-tag :type="overview.automation.enabled ? 'success' : 'info'">{{ overview.automation.stop_requested ? '已请求停止' : overview.automation.enabled ? '自动排队已启用' : '自动排队未启用' }}</el-tag></div>
+      <p class="page-desc">每周{{ weekdays[overview.automation.weekday] }} {{ overview.automation.time }}（北京时间）检查采集；正式导入和工资生成仍需制作人确认。</p>
+      <dl class="automation-grid"><div><dt>采集进程</dt><dd>{{ phases[overview.automation.worker_phase] ?? '待检查' }}</dd></div><div><dt>最近心跳</dt><dd>{{ formatDateTime(overview.automation.heartbeat_at) }}</dd></div><div><dt>最近成功采集</dt><dd>{{ formatDateTime(overview.automation.last_success_at) }}</dd></div><div><dt>下次有限重试</dt><dd>{{ formatDateTime(overview.automation.next_retry_at) }}</dd></div></dl>
+      <el-alert v-for="alert in overview.automation.alerts" :key="alert.code" class="automation-alert" :title="alert.message" type="warning" :closable="false" show-icon><el-button v-if="alert.batch_no" link type="primary" @click="detailNumber = alert.batch_no">查看相关任务</el-button></el-alert>
+    </section>
     <div v-if="overview" class="task-counts" aria-label="任务数量概况"><span v-for="(label, key) in statuses" :key="key">{{ label }} <b class="cell-num">{{ (overview.status_counts[key] ?? 0).toLocaleString() }}</b></span><span>累计新增快照 <b>{{ overview.total_staged_records.toLocaleString() }}</b></span></div>
     <section class="batch-card" aria-label="同步批次">
       <div class="filter-bar">
@@ -73,13 +86,13 @@ onMounted(refresh)
       </div>
       <div class="card card-body"><el-table v-loading="loading" :data="records" empty-text="暂无任务，可新建读取或关联检查" class="data-table">
         <el-table-column label="批次 / 创建时间" min-width="235"><template #default="{ row }"><el-button link type="primary" class="cell-code" @click="detailNumber = row.batch_no">{{ row.batch_no }}</el-button><p class="batch-time">{{ formatDateTime(row.create_time) }}</p></template></el-table-column>
-        <el-table-column label="任务 / 范围" min-width="180"><template #default="{ row }"><b>{{ row.task_type === 'AUDIT' ? '关联检查' : '读取数据' }}</b><p class="batch-scope">{{ scopeLabel(row) }}</p></template></el-table-column>
-        <el-table-column label="状态" width="110"><template #default="{ row }"><el-tag :type="statusType(row.status)">{{ statuses[row.status as api.TaskStatus] }}</el-tag></template></el-table-column>
-        <el-table-column prop="source_record_count" label="源记录" width="100" align="right" />
-        <el-table-column prop="staged_record_count" label="新增" width="90" align="right" />
-        <el-table-column prop="skipped_record_count" label="重复跳过" width="100" align="right" />
-        <el-table-column prop="failed_record_count" label="异常" width="80" align="right" />
-        <el-table-column label="操作" width="140" fixed="right"><template #default="{ row }"><el-button link type="primary" @click="detailNumber = row.batch_no">查看</el-button><el-button v-if="row.can_retry" link type="primary" :disabled="!overview?.is_configured || overviewFailed || !!retrying" :loading="retrying === row.batch_no" @click="retry(row)">重试</el-button></template></el-table-column>
+        <el-table-column label="任务 / 范围" min-width="180"><template #default="{ row }"><b>{{ row.task_type === 'AUDIT' ? '关联检查' : '读取数据' }}</b><el-tag v-if="row.trigger_type === 'SCHEDULED'" size="small">每周采集</el-tag><el-tag v-if="row.trigger_type === 'AUTO_RETRY'" size="small" type="warning">自动重试 {{ row.automatic_attempt }}/2</el-tag><p class="batch-scope">{{ scopeLabel(row) }}</p></template></el-table-column>
+        <el-table-column label="状态" width="110"><template #default="{ row }"><el-tag :type="statusType(row.status)">{{ statuses[row.status as api.TaskStatus] ?? row.status }}</el-tag></template></el-table-column>
+        <el-table-column prop="source_record_count" label="源记录" width="100" align="right" class-name="cell-num" />
+        <el-table-column prop="staged_record_count" label="新增" width="90" align="right" class-name="cell-num" />
+        <el-table-column prop="skipped_record_count" label="重复跳过" width="100" align="right" class-name="cell-num" />
+        <el-table-column prop="failed_record_count" label="异常" width="80" align="right" class-name="cell-num" />
+        <el-table-column label="操作" width="140" fixed="right"><template #default="{ row }"><el-button link type="primary" @click="detailNumber = row.batch_no">查看</el-button><el-button v-if="row.can_retry" link type="primary" :disabled="!user.canWritePayroll || !overview?.is_configured || overviewFailed || !!retrying" :loading="retrying === row.batch_no" @click="retry(row)">重试</el-button></template></el-table-column>
       </el-table>
       <div class="pager-scroll"><AppPagination :total="total" :page-num="pageNum" :page-size="pageSize" @page-change="onPageChange" @size-change="onSizeChange" /></div></div>
     </section>
@@ -88,6 +101,7 @@ onMounted(refresh)
       <AuditResult v-if="overview?.latest_audit" :report="overview.latest_audit" />
       <p v-else class="page-desc">暂无关联检查结果。新建“关联检查”任务后，可在此查看覆盖数量与待确认口径。</p>
     </section>
+    <WorkbenchPanel />
     <CreateTaskDialog v-model="creating" :configured="!!overview?.is_configured && !overviewFailed" @created="created" />
     <BatchDetailDialog v-model="detailNumber" />
   </div>
@@ -105,6 +119,13 @@ onMounted(refresh)
 .batch-time, .batch-scope { margin: 4px 0 0; color: var(--ys-ink-2); font-size: 12px; }
 .latest-audit { margin-top: 20px; }
 .latest-audit h2 { margin: 0 0 12px; font-size: 16px; }
+.automation-status { margin-top: 16px; }
+.automation-heading { display: flex; justify-content: space-between; align-items: center; gap: 12px; }
+.automation-heading h2 { font-size: 16px; margin: 0; }
+.automation-grid { display: grid; grid-template-columns: repeat(auto-fit, minmax(180px, 1fr)); gap: 16px; }
+.automation-grid dt { color: var(--ys-ink-2); font-size: 12px; }
+.automation-grid dd { margin: 8px 0 0; font-variant-numeric: tabular-nums; }
+.automation-alert { margin-top: 8px; }
 .pager-scroll { overflow-x: auto; }
 @media (max-width: 640px) {
   .page-head { align-items: flex-start; gap: 16px; flex-direction: column; }

frontend/src/views/system/tplus/workbench-labels.ts

@@ -0,0 +1,52 @@
+export const factKinds = { PERSONNEL: '人员名单', PRODUCT: '产品分类与单位', CUSTOMER: '客户分类与负责人', GROUP: '平账范围与期初应收', GUIDANCE: '月度指导成本', RECEIPT: '收款凭证核实', SHIPMENT: '发货归属与运费核实', HANDOVER: '业务交接', MANAGER: '经理分管业务', CORRECTION: 'T+更正单处理' }
+export const workKinds = { MASTER_PREVIEW: '基础导入预览', MASTER_APPLY: '基础数据导入', CALC_PREVIEW: '核算预演', BUSINESS_PREVIEW: '正式业务导入预览', BUSINESS_APPLY: '正式业务导入' }
+export const actions: Record<string, string> = { EXCLUDED: '不纳入本次预演', CREATE: '新增', UPDATE: '更新', SKIP: '跳过', PENDING: '待补充', CONFLICT: '冲突', READY: '可核对', LEGACY: '旧应收冲平', WAITING_SHIPMENT: '预收待发货', QUEUED: '排队中', RUNNING: '处理中', SUCCEEDED: '处理完成', PARTIAL: '部分待处理', FAILED: '失败' }
+export const reasons: Record<string, string> = {
+  CUSTOMER_SCOPE_CONFLICT: '同一客户的期初或历史范围不一致，请先合并核对资料',
+  GUIDANCE_FINALIZATION_REQUIRED: '发货月份指导成本尚未录入完毕并封存',
+  CUSTOMER_SCOPE_ALREADY_SELECTED: '该客户已纳入本次平账，重复选择已跳过',
+  FORMAL_SOURCE_CHANGED: '源单据或依据与正式版本不同，请先核对差异',
+  FORMAL_TARGET_CHANGED: '正式单据与已导入资料不一致，请先核对差异',
+  SOURCE_ALREADY_IMPORTED: '该源单据已经导入，不能重复占用',
+  CUSTOMER_IMPORT_REQUIRED: '请先完成客户基础导入',
+  PRODUCT_IMPORT_REQUIRED: '请先完成产品基础导入',
+  PERSONNEL_IMPORT_REQUIRED: '相关人员尚未在本账套唯一关联，请核对工号及基础导入',
+  BUSINESS_DATA_PENDING: '该客户业务资料仍待补充，请查看对应预演结果',
+  NOT_IN_PERSONNEL_ROSTER: '不在已确认人员名单中', PERSONNEL_IDENTITY_CONFLICT: '工号与名单姓名不一致',
+  BUSINESS_ROLE_MISSING: '系统岗位不存在', PRODUCT_CATEGORY_PENDING: '产品类型待填写',
+  PRODUCT_UNIT_PENDING: '产品单位待核对', NOT_CUSTOMER_ONLY: '往来单位性质不是仅客户',
+  CUSTOMER_ATTRIBUTE_PENDING: '客户属性或负责人待核对', TARGET_MISSING: '原导入目标已不存在',
+  TARGET_UNIQUE_CONFLICT: '与现有数据重名或唯一键冲突', DUPLICATE_SOURCE_IDENTITY: '源数据身份重复',
+  ROSTER_SOURCE_MISSING: '名单中的工号未在T+找到', PREVIEW_STALE: '数据或资料已变化，请重新预览',
+  SOURCE_REFRESH_REQUIRED: '请先完整读取相关源数据', SOURCE_CHANGED: '源账套配置已变化',
+  INTERRUPTED: '任务被中断，请重新创建任务', EXECUTION_ERROR: '执行失败，请核对配置和输入',
+  GROUP_SCOPE_PENDING: '平账范围待明确', OPENING_BALANCE_PENDING: '期初应收待核实',
+  HISTORICAL_SETTLEMENT_PENDING: '历史已核算及已发放款待核实',
+  VOUCHER_STATE_PENDING: '收款尚未核实已生成凭证', GUIDANCE_PENDING: '缺少对应指导成本',
+  GUIDANCE_MONTH_BASIS_PENDING: '指导价取发货月还是回款月尚未明确',
+  AUGUST_RULE_PENDING: '2026年8月后的调整参数尚未确认', PERSONNEL_PENDING: '归属人员待确认',
+  CUSTOMER_CATEGORY_PENDING: '客户分类待确认', PARAMETERS_PENDING: '计提参数待补充',
+  NEGATIVE_OR_ZERO_DOCUMENT: '负数或零金额单据需单独核对', NEGATIVE_EVENT_REVIEW_REQUIRED: '更正、红冲或作废业务需人工核对',
+  LEGACY_SYSTEM_CALCULATES: '此款只冲旧应收，绩效由原软件计算', NO_ACTUAL_SHIPMENT: '尚无实际发货，不计提绩效',
+  FREIGHT_PENDING: '含税销售额是否已剔除运费待核实', SHIPPING_OWNERSHIP_PENDING: '发货所属业务和人员待核实',
+  HANDOVER_SHIPMENTS_PENDING: '在职交接的发货归属待确认', TAX_AMOUNT_PENDING: '源含税金额缺失',
+  GROUP_SOURCE_MISSING: '所选单据未在本次完整快照中找到', GROUP_CUSTOMER_MISMATCH: '平账组包含其他客户的单据',
+  SHIPMENT_DETAILS_MISSING: '发货明细不完整', OVERLAPPING_GROUPS: '单据被多个平账组重复选取',
+  AMOUNT_PRECISION_PENDING: '金额精度超过分，需核对舍入口径', DATA_VALUE_INVALID: '源日期或金额格式需核对',
+  REPLAY_UNAVAILABLE: '该记录缺少可重跑快照或规则版本已变化，请保留原报告并新建预演',
+  QUANTITY_PENDING: '单位成本对应的发货数量需核对',
+  GROUP_FACT_REQUIRED: '尚未登记该平账组',
+  PREPAYMENT_PARAMETERS_PENDING: '预收业务采用发货日还是收款日参数待确认',
+  HANDOVER_PENDING: '离职日期或接手依据待补，不能猜测归属',
+  ACCOUNTING_VOUCHER_INVALID: '关联凭证缺失、已作废或制单状态异常',
+  VOUCHER_EVIDENCE_CONFLICT: '凭证关联与人工核实不一致，请复核',
+  NOT_GENERATED_VOUCHER: '无关联总账凭证，不纳入本次预演',
+  NOT_RECEIPT: '属于付款单，不作为销售回款核算',
+  SHIPMENT_STATE_PENDING: '销货单尚未核实为生效状态',
+  CORRECTION_EXCLUDED: '已核对更正单，保留源记录但不参与绩效核算',
+  REDIRECTED_RECEIPT: '回款已按核对结果归入原业务，当前客户不重复计提',
+}
+export function reasonText(value: unknown): string {
+  const parts = Array.isArray(value) ? value : String(value ?? '').split(',')
+  return parts.filter(Boolean).map(v => reasons[String(v)] ?? String(v)).join('；')
+}