feat(T+): 完成数据贯通与自动接入闭环

打通 T+ 快照、业务、发货、回款和核算准备链路，保留来源差异并提供待补状态。
新增业务自动接入任务、跨平台读取服务托管、权限复核、来源关联和前端核对页面。
补充迁移、隔离集成测试、浏览器模拟验收及角色授权边界修复。

backend/app/services/authorization_metadata.py

@@ -1,5 +1,5 @@
 """业务表单参照只返回必要字段，不借下拉权限开放整个资料接口。"""
-from sqlalchemy import select
+from sqlalchemy import func, select
 
 from app.core.exceptions import BadRequestError, ForbiddenError
 from app.models import (
@@ -49,28 +49,75 @@ OPTIONS = {
 }
 
 
-def payroll_options(session, actor, business_id):
+def payroll_options(session, actor, business_id, *, page_num=1, page_size=200):
     """核算资料所需的人员及发货明细，不开放人员薪酬或联系方式。"""
     from app.core.exceptions import NotFoundError
-    from app.models import ShipmentItem
+    from app.models import ShipmentItem, TPlusBusinessDocument, TPlusSourceLink, TPlusSyncRecord
     from app.services.authorization_service import require_permission
+    from app.services.tplus.guidance import latest_guidance_facts, resolve_guidance
 
+    if page_num < 1 or not 1 <= page_size <= 200:
+        raise ValueError("无效的核算参照分页")
     require_permission(session, actor, "payroll:view")
-    if session.get(Business, business_id) is None:
+    business = session.get(Business, business_id)
+    if business is None:
         raise NotFoundError("业务不存在")
-    heads = list(session.scalars(select(Shipment).where(Shipment.business_id == business_id).order_by(Shipment.id).limit(201)))
-    if len(heads) > 200:
-        raise BadRequestError("单笔业务超过 200 张发货单，请分批核对资料")
-    people = [dict(row) for row in session.execute(select(Personnel.id, Personnel.personnel_name).order_by(Personnel.id).limit(201)).mappings()]
-    if len(people) > 200:
-        raise BadRequestError("核算人员超过单次范围，请按实际归属分批处理")
-    lines = session.execute(select(ShipmentItem.id, ShipmentItem.shipment_id, ShipmentItem.product_name, ShipmentItem.amount).where(ShipmentItem.shipment_id.in_([h.id for h in heads]))).mappings()
-    by_head = {head.id: head for head in heads}
-    return {"personnel": people, "shipments": [
-        {"id": row["id"], "shipment_no": by_head[row["shipment_id"]].shipment_no,
-         "ship_date": str(by_head[row["shipment_id"]].ship_date), "product_name": row["product_name"], "amount": str(row["amount"])}
-        for row in lines
-    ]}
+    source_customer = (business.integration_json or {}).get("customer_source_id")
+    offset = (page_num - 1) * page_size
+    people = session.execute(select(Personnel.id, Personnel.personnel_name).order_by(Personnel.id)
+                             .offset(offset).limit(page_size)).mappings()
+    lines_query = select(ShipmentItem.id, Shipment.shipment_no, Shipment.ship_date,
+                         ShipmentItem.product_name, ShipmentItem.amount, ShipmentItem.unit).join(
+        Shipment, Shipment.id == ShipmentItem.shipment_id).where(Shipment.business_id == business_id)
+    lines = list(session.execute(lines_query.order_by(Shipment.id, ShipmentItem.id).offset(offset).limit(page_size)).mappings())
+    source = (business.integration_json or {}).get("source_database")
+    candidates = {}
+    if source and lines:
+        documents = session.scalars(select(TPlusBusinessDocument).where(
+            TPlusBusinessDocument.business_id == business_id,
+            TPlusBusinessDocument.source_database == source,
+            TPlusBusinessDocument.entity_type == "shipment_items",
+            TPlusBusinessDocument.status == "APPLIED",
+            TPlusBusinessDocument.target_id.in_([row["id"] for row in lines]),
+        ))
+        for document in documents:
+            candidates.setdefault(document.target_id, []).append(document)
+    person_sources = {str(data["source_personnel_id"]) for values in candidates.values() for doc in values
+                      if (data := doc.data_json or {}).get("source_personnel_id") is not None}
+    links = dict(session.execute(select(TPlusSourceLink.source_id, Personnel.id).join(
+        Personnel, Personnel.id == TPlusSourceLink.target_id).where(
+        TPlusSourceLink.source_database == source, TPlusSourceLink.entity_type == "personnel",
+        TPlusSourceLink.source_id.in_(person_sources))).all()) if person_sources else {}
+    record_ids = {doc.record_id for values in candidates.values() for doc in values}
+    records = {r.id: r for r in session.scalars(select(TPlusSyncRecord).where(
+        TPlusSyncRecord.id.in_(record_ids)))} if record_ids else {}
+    guidance_facts = latest_guidance_facts(session, source) if record_ids else {}
+
+    def source_details(row):
+        matches = candidates.get(row["id"], [])
+        document = matches[0] if len(matches) == 1 else None
+        data = (document.data_json or {}) if document else {}
+        source_id = data.get("source_personnel_id")
+        record = records.get(document.record_id) if document else None
+        product_id = record.payload_json.get("idinventory") if record else None
+        status, guidance = resolve_guidance(guidance_facts, str(product_id), document.source_id,
+                                           row["ship_date"].strftime("%Y-%m"), row["unit"]) if product_id is not None else ("MISSING", None)
+        if guidance:
+            status = "FINALIZED_" + guidance["basis"]
+        return {"source_personnel_name": data.get("source_personnel_name"),
+                "matched_personnel_id": links.get(str(source_id)) if source_id is not None else None,
+                "unit": row["unit"],
+                "guidance_status": status,
+                "guidance_unit_cost": guidance["amount"] if status == "FINALIZED_UNIT" else None,
+                "guidance_line_total": guidance["amount"] if status == "FINALIZED_LINE_TOTAL" else None}
+    return {"business_key": f"customer:{source_customer}" if source_customer is not None else None,
+            "personnel": [dict(row) for row in people],
+            "personnel_total": session.scalar(select(func.count()).select_from(Personnel)),
+            "shipments_total": session.scalar(select(func.count()).select_from(ShipmentItem).join(
+                Shipment, Shipment.id == ShipmentItem.shipment_id).where(Shipment.business_id == business_id)),
+            "shipments": [{"id": row["id"], "shipment_no": row["shipment_no"],
+                           "ship_date": str(row["ship_date"]), "product_name": row["product_name"],
+                           "amount": str(row["amount"]), **source_details(row)} for row in lines]}
 
 
 def options(session, actor, resource, *, business_id=None, search=None):