feat(business): 新增业务数据七表及 V5 迁移（业务/明细/状态留痕/发货/回款/评级配置）
- businesses 五项汇总冗余列服务层事务内维护；毛利润不落库（派生值，M3 台账固化） - 行级 product_category 折算锚点（#14）；回款 settlement_status 预置为 M3 防重锚点 - 评级等级种子四条（迁移+init-dev 双写）；编号前缀常量 YW/SH/HK - 双轨 SQL 同步（V4/V5 重导，schema_sync+test_models 164 例全绿） Co-Authored-By: Claude Code <noreply@anthropic.com>
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@@ -459,6 +459,210 @@ INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_t
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(18, 15, '', '2026-01-01', '18000', 1),
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(19, 16, '', '2026-01-01', '3000', 1);
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-- ---------------------------------------------------------------------------
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-- 业务表（V5 迁移；业务编号自动生成，五项汇总冗余列由服务层事务内维护）
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-- ---------------------------------------------------------------------------
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CREATE TABLE businesses (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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business_no VARCHAR(32) NOT NULL COMMENT '业务编号，自动生成 YW{YYYYMMDD}-{4位当日序号}（报表合同编号）',
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customer_id BIGINT UNSIGNED NOT NULL COMMENT '客户ID（customers.id）',
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business_date DATE COMMENT '业务日期（T+ 同步口径）',
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status TINYINT NOT NULL COMMENT '业务状态：1执行中 2已完成 3已终止（终态不可变更；T+同步不覆盖）' DEFAULT '1',
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owner_personnel_id BIGINT UNSIGNED COMMENT '负责营销人员ID（核算归属锚点；NULL=待指定，M3 核算前置校验非空；变更留痕不回溯）',
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assistant_personnel_id BIGINT UNSIGNED COMMENT '协助营销人员ID（一期核算不使用，对照表 #15；仅记录事实）',
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is_special TINYINT NOT NULL COMMENT '特殊业务标记：1是 0否（公司参与等）' DEFAULT '0',
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special_note VARCHAR(255) COMMENT '特殊业务说明',
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total_sale_amount DECIMAL(14, 2) COMMENT '销售额合计（明细行汇总冗余，服务层事务内维护，禁手工直改；不含运费口径）' DEFAULT '0',
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total_cost_amount DECIMAL(14, 2) COMMENT '成本合计（明细行汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
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total_ship_amount DECIMAL(14, 2) COMMENT '发货金额合计（发货明细汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
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total_received_amount DECIMAL(14, 2) COMMENT '回款合计（回款记录汇总冗余，服务层事务内维护；M3 起付判定直接消费）' DEFAULT '0',
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total_freight_amount DECIMAL(14, 2) COMMENT '运费合计（发货单汇总冗余，仅记录展示；不计入毛利润口径，对照表 #2）' DEFAULT '0',
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remark VARCHAR(255) COMMENT '备注',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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source_no VARCHAR(64) COMMENT 'T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）',
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t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
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sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
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synced_at DATETIME COMMENT '最近同步时间',
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CONSTRAINT pk_businesses PRIMARY KEY (id),
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CONSTRAINT uk_businesses_business_no UNIQUE (business_no),
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CONSTRAINT fk_businesses_customer_id FOREIGN KEY(customer_id) REFERENCES customers (id) ON DELETE RESTRICT,
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CONSTRAINT fk_businesses_owner_personnel_id FOREIGN KEY(owner_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
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CONSTRAINT fk_businesses_assistant_personnel_id FOREIGN KEY(assistant_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务表（业务编号自动生成；T+同步不覆盖业务状态）' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_businesses_business_date ON businesses (business_date);
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CREATE INDEX idx_businesses_customer_id ON businesses (customer_id);
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CREATE INDEX idx_businesses_owner_personnel_id ON businesses (owner_personnel_id);
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CREATE INDEX idx_businesses_source_no ON businesses (source_no);
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CREATE INDEX idx_businesses_status ON businesses (status);
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-- ---------------------------------------------------------------------------
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-- 业务产品明细表（V5 迁移；行级类别为折算锚点，指导价 T+ 同步不覆盖）
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-- ---------------------------------------------------------------------------
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CREATE TABLE business_items (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id）',
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product_id BIGINT UNSIGNED COMMENT '产品ID（products.id；NULL=自由录入，未入产品库）',
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product_name VARCHAR(128) NOT NULL COMMENT '产品名称（引用产品时冗余固化）',
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spec_model VARCHAR(128) NOT NULL COMMENT '规格型号（冗余固化；空串对齐 products 组合唯一键口径）' DEFAULT '',
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unit VARCHAR(16) COMMENT '计量单位',
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product_category VARCHAR(32) NOT NULL COMMENT '产品类别（行级折算锚点，混合业务按产品逐条计算，对照表 #14；值域同 PRODUCT_CATEGORIES）',
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quantity DECIMAL(14, 2) NOT NULL COMMENT '数量（>0）',
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sale_price DECIMAL(14, 4) COMMENT '销售单价（元；T+ 同步或人工）',
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sale_amount DECIMAL(14, 2) NOT NULL COMMENT '销售额 = 数量×销售单价（服务层计算固化；不含运费口径，毛利润率分母）',
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cost_amount DECIMAL(14, 2) COMMENT '成本额（T+ 同步或人工录入，来源待 T+ 确认；毛利润额 = 销售额 − 成本额）',
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guided_price DECIMAL(14, 4) COMMENT '指导价（人工录入；T+同步不覆盖，需规 2.2.1/2.2.4）',
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remark VARCHAR(255) COMMENT '备注',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_business_items PRIMARY KEY (id),
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CONSTRAINT fk_business_items_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
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CONSTRAINT fk_business_items_product_id FOREIGN KEY(product_id) REFERENCES products (id) ON DELETE RESTRICT
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务产品明细表（毛利润行级源数据；指导价 T+同步不覆盖）' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_business_items_business_id ON business_items (business_id);
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CREATE INDEX idx_business_items_product_category ON business_items (product_category);
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CREATE INDEX idx_business_items_product_id ON business_items (product_id);
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-- ---------------------------------------------------------------------------
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-- 业务状态变更记录表（V5 迁移，append-only；创建时写首条 old=new=1）
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-- ---------------------------------------------------------------------------
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CREATE TABLE business_status_logs (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（固化，无外键；删除保护由服务层承担）',
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old_status TINYINT NOT NULL COMMENT '变更前状态（创建首条为 1）',
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new_status TINYINT NOT NULL COMMENT '变更后状态',
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change_reason VARCHAR(255) COMMENT '变更原因（终止时必填）',
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operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
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operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_business_status_logs PRIMARY KEY (id),
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CONSTRAINT fk_business_status_logs_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务状态变更记录表（append-only）' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_business_status_logs_business_id ON business_status_logs (business_id);
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CREATE INDEX idx_business_status_logs_create_time ON business_status_logs (create_time);
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-- ---------------------------------------------------------------------------
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-- 发货单表（V5 迁移；发货日为回款天数基准日，发货日首日计第 1 天）
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-- ---------------------------------------------------------------------------
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CREATE TABLE shipments (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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shipment_no VARCHAR(32) NOT NULL COMMENT '发货单号，自动生成 SH{YYYYMMDD}-{4位当日序号}（内部追溯用）',
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business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id；终态业务禁止新发货）',
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ship_date DATE NOT NULL COMMENT '发货日期（回款天数基准日，发货日首日=第 1 天）',
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freight_amount DECIMAL(14, 2) NOT NULL COMMENT '运费金额（仅记录展示；不计入毛利润口径，对照表 #2）' DEFAULT '0',
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total_amount DECIMAL(14, 2) NOT NULL COMMENT '发货总金额（明细行汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
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remark VARCHAR(255) COMMENT '备注',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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source_no VARCHAR(64) COMMENT 'T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）',
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t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
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sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
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synced_at DATETIME COMMENT '最近同步时间',
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CONSTRAINT pk_shipments PRIMARY KEY (id),
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CONSTRAINT uk_shipments_shipment_no UNIQUE (shipment_no),
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CONSTRAINT fk_shipments_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='发货单表（发货日为回款天数基准日，发货日首日计第 1 天）' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_shipments_business_id ON shipments (business_id);
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CREATE INDEX idx_shipments_ship_date ON shipments (ship_date);
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CREATE INDEX idx_shipments_source_no ON shipments (source_no);
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-- ---------------------------------------------------------------------------
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-- 发货产品明细表（V5 迁移）
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-- ---------------------------------------------------------------------------
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CREATE TABLE shipment_items (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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shipment_id BIGINT UNSIGNED NOT NULL COMMENT '发货单ID（shipments.id）',
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product_id BIGINT UNSIGNED COMMENT '产品ID（products.id；NULL=自由录入）',
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product_name VARCHAR(128) NOT NULL COMMENT '产品名称（引用产品时冗余固化）',
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spec_model VARCHAR(128) NOT NULL COMMENT '规格型号（冗余固化；空串对齐 products 组合唯一键口径）' DEFAULT '',
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unit VARCHAR(16) COMMENT '计量单位',
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quantity DECIMAL(14, 2) NOT NULL COMMENT '发货数量（>0）',
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sale_price DECIMAL(14, 4) COMMENT '发货单价（元；T+ 同步或人工，口径待 IT 确认）',
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amount DECIMAL(14, 2) NOT NULL COMMENT '行金额 = 数量×单价（服务层计算固化，不信任前端传值）',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_shipment_items PRIMARY KEY (id),
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CONSTRAINT fk_shipment_items_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT,
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CONSTRAINT fk_shipment_items_product_id FOREIGN KEY(product_id) REFERENCES products (id) ON DELETE RESTRICT
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='发货产品明细表' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_shipment_items_product_id ON shipment_items (product_id);
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CREATE INDEX idx_shipment_items_shipment_id ON shipment_items (shipment_id);
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-- ---------------------------------------------------------------------------
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-- 回款表（V5 迁移；手动指定发货批次，已核算回款禁改禁删）
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-- ---------------------------------------------------------------------------
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CREATE TABLE receipts (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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receipt_batch_no VARCHAR(32) NOT NULL COMMENT '回款批次号，自动生成 HK{YYYYMMDD}-{4位当日序号}（系统内唯一；T+ 同步回款以 source_no 幂等）',
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business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id）',
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shipment_id BIGINT UNSIGNED COMMENT '发货单ID（shipments.id；手动指定的回款对应批次，须与本行业务一致；NULL=暂未指定）',
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receipt_date DATE NOT NULL COMMENT '回款到账日（M3 按此日匹配参数版本，对照表 #11）',
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amount DECIMAL(14, 2) NOT NULL COMMENT '回款金额（≥0；一期禁负数/红字）',
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is_barter TINYINT NOT NULL COMMENT '以物抵顶标记：1是 0否（M3 核算按应发绩效×barter.discount 折算，M2 仅标记）' DEFAULT '0',
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settlement_status TINYINT NOT NULL COMMENT '绩效核算状态：0未核算 1已核算（M3 核算防重锚点；已核算回款禁改禁删）' DEFAULT '0',
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remark VARCHAR(255) COMMENT '备注',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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source_no VARCHAR(64) COMMENT 'T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）',
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t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
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sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
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synced_at DATETIME COMMENT '最近同步时间',
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CONSTRAINT pk_receipts PRIMARY KEY (id),
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CONSTRAINT uk_receipts_receipt_batch_no UNIQUE (receipt_batch_no),
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CONSTRAINT fk_receipts_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
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CONSTRAINT fk_receipts_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='回款表（手动指定发货批次；已核算回款禁改禁删）' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_receipts_business_id ON receipts (business_id);
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CREATE INDEX idx_receipts_receipt_date ON receipts (receipt_date);
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CREATE INDEX idx_receipts_settlement_status ON receipts (settlement_status);
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CREATE INDEX idx_receipts_shipment_id ON receipts (shipment_id);
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CREATE INDEX idx_receipts_source_no ON receipts (source_no);
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-- ---------------------------------------------------------------------------
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-- 客户评级等级配置表（V5 迁移；判定按 sort_order 升序首个 min_score≤总分）
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-- ---------------------------------------------------------------------------
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CREATE TABLE customer_rating_grades (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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grade_name VARCHAR(32) NOT NULL COMMENT '等级名称（如 A/优秀）',
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min_score DECIMAL(5, 1) NOT NULL COMMENT '总分下限（含）；判定=按 sort_order 升序首个 min_score ≤ 总分',
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max_score DECIMAL(5, 1) NOT NULL COMMENT '总分上限（展示用）',
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sort_order INT NOT NULL COMMENT '排序（判定顺序，升序）' DEFAULT '0',
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remark VARCHAR(255) COMMENT '说明',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_customer_rating_grades PRIMARY KEY (id),
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CONSTRAINT uk_customer_rating_grades_grade_name UNIQUE (grade_name)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='客户评级等级配置表（等级映射可配置；判定按 sort_order 升序首个 min_score≤总分）' COLLATE utf8mb4_general_ci;
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-- ---------------------------------------------------------------------------
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-- 字典数据：评级等级（与 V5 迁移种子一致；评分项固定 5 项×20 分为前端常量，对照表 #25）
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-- ---------------------------------------------------------------------------
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INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES
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('A', 90, 100, 1, '优秀'),
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('B', 75, 89, 2, '良好'),
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('C', 60, 74, 3, '合格'),
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('D', 0, 59, 4, '待改进');
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-- ---------------------------------------------------------------------------
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-- 迁移版本记录：须等于当前 head，使 alembic upgrade head 成为空操作
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-- ---------------------------------------------------------------------------
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@@ -467,4 +671,4 @@ CREATE TABLE alembic_version (
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CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
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)CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;
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INSERT INTO alembic_version (version_num) VALUES ('e1133a7c670a');
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INSERT INTO alembic_version (version_num) VALUES ('8efc189b131f');
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@@ -0,0 +1,186 @@
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-- Running upgrade e1133a7c670a -> 8efc189b131f
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CREATE TABLE customer_rating_grades (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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grade_name VARCHAR(32) NOT NULL COMMENT '等级名称（如 A/优秀）',
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min_score NUMERIC(5, 1) NOT NULL COMMENT '总分下限（含）；判定=按 sort_order 升序首个 min_score ≤ 总分',
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max_score NUMERIC(5, 1) NOT NULL COMMENT '总分上限（展示用）',
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sort_order INTEGER NOT NULL COMMENT '排序（判定顺序，升序）' DEFAULT '0',
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remark VARCHAR(255) COMMENT '说明',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_customer_rating_grades PRIMARY KEY (id),
|
||||
CONSTRAINT uk_customer_rating_grades_grade_name UNIQUE (grade_name)
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='客户评级等级配置表（等级映射可配置；判定按 sort_order 升序首个 min_score≤总分）' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE TABLE business_status_logs (
|
||||
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||
business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（固化，无外键；删除保护由服务层承担）',
|
||||
old_status TINYINT NOT NULL COMMENT '变更前状态（创建首条为 1）',
|
||||
new_status TINYINT NOT NULL COMMENT '变更后状态',
|
||||
change_reason VARCHAR(255) COMMENT '变更原因（终止时必填）',
|
||||
operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
|
||||
operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
|
||||
create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
|
||||
CONSTRAINT pk_business_status_logs PRIMARY KEY (id),
|
||||
CONSTRAINT fk_business_status_logs_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务状态变更记录表（append-only）' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE INDEX idx_business_status_logs_business_id ON business_status_logs (business_id);
|
||||
|
||||
CREATE INDEX idx_business_status_logs_create_time ON business_status_logs (create_time);
|
||||
|
||||
CREATE TABLE businesses (
|
||||
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||
business_no VARCHAR(32) NOT NULL COMMENT '业务编号，自动生成 YW{YYYYMMDD}-{4位当日序号}（报表合同编号）',
|
||||
customer_id BIGINT UNSIGNED NOT NULL COMMENT '客户ID（customers.id）',
|
||||
business_date DATE COMMENT '业务日期（T+ 同步口径）',
|
||||
status TINYINT NOT NULL COMMENT '业务状态：1执行中 2已完成 3已终止（终态不可变更；T+同步不覆盖）' DEFAULT '1',
|
||||
owner_personnel_id BIGINT UNSIGNED COMMENT '负责营销人员ID（核算归属锚点；NULL=待指定，M3 核算前置校验非空；变更留痕不回溯）',
|
||||
assistant_personnel_id BIGINT UNSIGNED COMMENT '协助营销人员ID（一期核算不使用，对照表 #15；仅记录事实）',
|
||||
is_special TINYINT NOT NULL COMMENT '特殊业务标记：1是 0否（公司参与等）' DEFAULT '0',
|
||||
special_note VARCHAR(255) COMMENT '特殊业务说明',
|
||||
total_sale_amount NUMERIC(14, 2) COMMENT '销售额合计（明细行汇总冗余，服务层事务内维护，禁手工直改；不含运费口径）' DEFAULT '0',
|
||||
total_cost_amount NUMERIC(14, 2) COMMENT '成本合计（明细行汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
|
||||
total_ship_amount NUMERIC(14, 2) COMMENT '发货金额合计（发货明细汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
|
||||
total_received_amount NUMERIC(14, 2) COMMENT '回款合计（回款记录汇总冗余，服务层事务内维护；M3 起付判定直接消费）' DEFAULT '0',
|
||||
total_freight_amount NUMERIC(14, 2) COMMENT '运费合计（发货单汇总冗余，仅记录展示；不计入毛利润口径，对照表 #2）' DEFAULT '0',
|
||||
remark VARCHAR(255) COMMENT '备注',
|
||||
create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
source_no VARCHAR(64) COMMENT 'T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）',
|
||||
t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
|
||||
sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
|
||||
synced_at DATETIME COMMENT '最近同步时间',
|
||||
CONSTRAINT pk_businesses PRIMARY KEY (id),
|
||||
CONSTRAINT fk_businesses_assistant_personnel_id FOREIGN KEY(assistant_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT fk_businesses_customer_id FOREIGN KEY(customer_id) REFERENCES customers (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT fk_businesses_owner_personnel_id FOREIGN KEY(owner_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT uk_businesses_business_no UNIQUE (business_no)
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务表（业务编号自动生成；T+同步不覆盖业务状态）' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE INDEX idx_businesses_business_date ON businesses (business_date);
|
||||
|
||||
CREATE INDEX idx_businesses_customer_id ON businesses (customer_id);
|
||||
|
||||
CREATE INDEX idx_businesses_owner_personnel_id ON businesses (owner_personnel_id);
|
||||
|
||||
CREATE INDEX idx_businesses_source_no ON businesses (source_no);
|
||||
|
||||
CREATE INDEX idx_businesses_status ON businesses (status);
|
||||
|
||||
CREATE TABLE business_items (
|
||||
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||
business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id）',
|
||||
product_id BIGINT UNSIGNED COMMENT '产品ID（products.id；NULL=自由录入，未入产品库）',
|
||||
product_name VARCHAR(128) NOT NULL COMMENT '产品名称（引用产品时冗余固化）',
|
||||
spec_model VARCHAR(128) NOT NULL COMMENT '规格型号（冗余固化；空串对齐 products 组合唯一键口径）' DEFAULT '',
|
||||
unit VARCHAR(16) COMMENT '计量单位',
|
||||
product_category VARCHAR(32) NOT NULL COMMENT '产品类别（行级折算锚点，混合业务按产品逐条计算，对照表 #14；值域同 PRODUCT_CATEGORIES）',
|
||||
quantity NUMERIC(14, 2) NOT NULL COMMENT '数量（>0）',
|
||||
sale_price NUMERIC(14, 4) COMMENT '销售单价（元；T+ 同步或人工）',
|
||||
sale_amount NUMERIC(14, 2) NOT NULL COMMENT '销售额 = 数量×销售单价（服务层计算固化；不含运费口径，毛利润率分母）',
|
||||
cost_amount NUMERIC(14, 2) COMMENT '成本额（T+ 同步或人工录入，来源待 T+ 确认；毛利润额 = 销售额 − 成本额）',
|
||||
guided_price NUMERIC(14, 4) COMMENT '指导价（人工录入；T+同步不覆盖，需规 2.2.1/2.2.4）',
|
||||
remark VARCHAR(255) COMMENT '备注',
|
||||
create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
CONSTRAINT pk_business_items PRIMARY KEY (id),
|
||||
CONSTRAINT fk_business_items_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT fk_business_items_product_id FOREIGN KEY(product_id) REFERENCES products (id) ON DELETE RESTRICT
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务产品明细表（毛利润行级源数据；指导价 T+同步不覆盖）' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE INDEX idx_business_items_business_id ON business_items (business_id);
|
||||
|
||||
CREATE INDEX idx_business_items_product_category ON business_items (product_category);
|
||||
|
||||
CREATE INDEX idx_business_items_product_id ON business_items (product_id);
|
||||
|
||||
CREATE TABLE shipments (
|
||||
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||
shipment_no VARCHAR(32) NOT NULL COMMENT '发货单号，自动生成 SH{YYYYMMDD}-{4位当日序号}（内部追溯用）',
|
||||
business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id；终态业务禁止新发货）',
|
||||
ship_date DATE NOT NULL COMMENT '发货日期（回款天数基准日，发货日首日=第 1 天）',
|
||||
freight_amount NUMERIC(14, 2) NOT NULL COMMENT '运费金额（仅记录展示；不计入毛利润口径，对照表 #2）' DEFAULT '0',
|
||||
total_amount NUMERIC(14, 2) NOT NULL COMMENT '发货总金额（明细行汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
|
||||
remark VARCHAR(255) COMMENT '备注',
|
||||
create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
source_no VARCHAR(64) COMMENT 'T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）',
|
||||
t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
|
||||
sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
|
||||
synced_at DATETIME COMMENT '最近同步时间',
|
||||
CONSTRAINT pk_shipments PRIMARY KEY (id),
|
||||
CONSTRAINT fk_shipments_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT uk_shipments_shipment_no UNIQUE (shipment_no)
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='发货单表（发货日为回款天数基准日，发货日首日计第 1 天）' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE INDEX idx_shipments_business_id ON shipments (business_id);
|
||||
|
||||
CREATE INDEX idx_shipments_ship_date ON shipments (ship_date);
|
||||
|
||||
CREATE INDEX idx_shipments_source_no ON shipments (source_no);
|
||||
|
||||
CREATE TABLE receipts (
|
||||
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||
receipt_batch_no VARCHAR(32) NOT NULL COMMENT '回款批次号，自动生成 HK{YYYYMMDD}-{4位当日序号}（系统内唯一；T+ 同步回款以 source_no 幂等）',
|
||||
business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id）',
|
||||
shipment_id BIGINT UNSIGNED COMMENT '发货单ID（shipments.id；手动指定的回款对应批次，须与本行业务一致；NULL=暂未指定）',
|
||||
receipt_date DATE NOT NULL COMMENT '回款到账日（M3 按此日匹配参数版本，对照表 #11）',
|
||||
amount NUMERIC(14, 2) NOT NULL COMMENT '回款金额（≥0；一期禁负数/红字）',
|
||||
is_barter TINYINT NOT NULL COMMENT '以物抵顶标记：1是 0否（M3 核算按应发绩效×barter.discount 折算，M2 仅标记）' DEFAULT '0',
|
||||
settlement_status TINYINT NOT NULL COMMENT '绩效核算状态：0未核算 1已核算（M3 核算防重锚点；已核算回款禁改禁删）' DEFAULT '0',
|
||||
remark VARCHAR(255) COMMENT '备注',
|
||||
create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
source_no VARCHAR(64) COMMENT 'T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）',
|
||||
t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
|
||||
sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
|
||||
synced_at DATETIME COMMENT '最近同步时间',
|
||||
CONSTRAINT pk_receipts PRIMARY KEY (id),
|
||||
CONSTRAINT fk_receipts_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT fk_receipts_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT uk_receipts_receipt_batch_no UNIQUE (receipt_batch_no)
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='回款表（手动指定发货批次；已核算回款禁改禁删）' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE INDEX idx_receipts_business_id ON receipts (business_id);
|
||||
|
||||
CREATE INDEX idx_receipts_receipt_date ON receipts (receipt_date);
|
||||
|
||||
CREATE INDEX idx_receipts_settlement_status ON receipts (settlement_status);
|
||||
|
||||
CREATE INDEX idx_receipts_shipment_id ON receipts (shipment_id);
|
||||
|
||||
CREATE INDEX idx_receipts_source_no ON receipts (source_no);
|
||||
|
||||
CREATE TABLE shipment_items (
|
||||
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||
shipment_id BIGINT UNSIGNED NOT NULL COMMENT '发货单ID（shipments.id）',
|
||||
product_id BIGINT UNSIGNED COMMENT '产品ID（products.id；NULL=自由录入）',
|
||||
product_name VARCHAR(128) NOT NULL COMMENT '产品名称（引用产品时冗余固化）',
|
||||
spec_model VARCHAR(128) NOT NULL COMMENT '规格型号（冗余固化；空串对齐 products 组合唯一键口径）' DEFAULT '',
|
||||
unit VARCHAR(16) COMMENT '计量单位',
|
||||
quantity NUMERIC(14, 2) NOT NULL COMMENT '发货数量（>0）',
|
||||
sale_price NUMERIC(14, 4) COMMENT '发货单价（元；T+ 同步或人工，口径待 IT 确认）',
|
||||
amount NUMERIC(14, 2) NOT NULL COMMENT '行金额 = 数量×单价（服务层计算固化，不信任前端传值）',
|
||||
create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
CONSTRAINT pk_shipment_items PRIMARY KEY (id),
|
||||
CONSTRAINT fk_shipment_items_product_id FOREIGN KEY(product_id) REFERENCES products (id) ON DELETE RESTRICT,
|
||||
CONSTRAINT fk_shipment_items_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT
|
||||
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='发货产品明细表' COLLATE utf8mb4_general_ci;
|
||||
|
||||
CREATE INDEX idx_shipment_items_product_id ON shipment_items (product_id);
|
||||
|
||||
CREATE INDEX idx_shipment_items_shipment_id ON shipment_items (shipment_id);
|
||||
|
||||
INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES ('A', 90, 100, 1, '优秀');
|
||||
|
||||
INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES ('B', 75, 89, 2, '良好');
|
||||
|
||||
INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES ('C', 60, 74, 3, '合格');
|
||||
|
||||
INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES ('D', 0, 59, 4, '待改进');
|
||||
|
||||
UPDATE alembic_version SET version_num='8efc189b131f' WHERE alembic_version.version_num = 'e1133a7c670a';
|
||||
|
||||
@@ -0,0 +1,115 @@
|
||||
-- ============================================================================
|
||||
-- 业务数据查询留档（M2 业务数据管理）
|
||||
--
|
||||
-- 设计要点：
|
||||
-- - businesses 的 total_* 五列为服务层维护的汇总冗余，查询直接读冗余列
|
||||
-- 而非实时 JOIN 聚合；本文件同时给出「对账用」的实时聚合口径
|
||||
-- - 回款天数 = formula.payment_days(ship_date, receipt_date)，即
|
||||
-- DATEDIFF(receipt_date, ship_date) + 1（发货日首日计第 1 天，对照表 #1），
|
||||
-- 应用层以纯函数为准，SQL 版仅供人工对账
|
||||
-- - 毛利润率/折算毛利润额不落库：视图按行实时计算（阈值取 M1 参数快照）
|
||||
-- ============================================================================
|
||||
|
||||
-- 1. 业务台账（列表页；冗余列直读）
|
||||
SELECT b.id,
|
||||
b.business_no,
|
||||
c.company_name,
|
||||
c.customer_type,
|
||||
b.status,
|
||||
b.business_date,
|
||||
p.personnel_name AS owner_name,
|
||||
pa.personnel_name AS assistant_name,
|
||||
b.total_sale_amount,
|
||||
b.total_cost_amount,
|
||||
b.total_ship_amount,
|
||||
b.total_received_amount,
|
||||
b.total_freight_amount
|
||||
FROM businesses b
|
||||
JOIN customers c ON c.id = b.customer_id
|
||||
LEFT JOIN personnel p ON p.id = b.owner_personnel_id
|
||||
LEFT JOIN personnel pa ON pa.id = b.assistant_personnel_id
|
||||
WHERE (:keyword IS NULL OR b.business_no LIKE CONCAT('%', :keyword, '%')
|
||||
OR c.company_name LIKE CONCAT('%', :keyword, '%'))
|
||||
AND (:status IS NULL OR b.status = :status)
|
||||
AND (:customer_id IS NULL OR b.customer_id = :customer_id)
|
||||
AND (:owner_personnel_id IS NULL OR b.owner_personnel_id = :owner_personnel_id)
|
||||
ORDER BY b.id DESC
|
||||
LIMIT :limit OFFSET :offset;
|
||||
|
||||
-- 2. 汇总冗余对账（五列与明细/发货/回款实时聚合的一致性校验，T11 集成用例同口径）
|
||||
SELECT b.id,
|
||||
b.total_sale_amount,
|
||||
COALESCE((SELECT SUM(i.sale_amount) FROM business_items i WHERE i.business_id = b.id), 0) AS live_sale,
|
||||
b.total_ship_amount,
|
||||
COALESCE((SELECT SUM(si.amount) FROM shipments s JOIN shipment_items si ON si.shipment_id = s.id
|
||||
WHERE s.business_id = b.id), 0) AS live_ship,
|
||||
b.total_received_amount,
|
||||
COALESCE((SELECT SUM(r.amount) FROM receipts r WHERE r.business_id = b.id), 0) AS live_received,
|
||||
b.total_freight_amount,
|
||||
COALESCE((SELECT SUM(s.freight_amount) FROM shipments s WHERE s.business_id = b.id), 0) AS live_freight
|
||||
FROM businesses b
|
||||
WHERE b.total_sale_amount <> COALESCE((SELECT SUM(i.sale_amount) FROM business_items i WHERE i.business_id = b.id), 0)
|
||||
OR b.total_ship_amount <> COALESCE((SELECT SUM(si.amount) FROM shipments s JOIN shipment_items si ON si.shipment_id = s.id
|
||||
WHERE s.business_id = b.id), 0)
|
||||
OR b.total_received_amount <> COALESCE((SELECT SUM(r.amount) FROM receipts r WHERE r.business_id = b.id), 0)
|
||||
OR b.total_freight_amount <> COALESCE((SELECT SUM(s.freight_amount) FROM shipments s WHERE s.business_id = b.id), 0);
|
||||
|
||||
-- 3. 未指定发货批次的回款（M3 核算前置校验名单；列表页筛选项）
|
||||
SELECT r.id, r.receipt_batch_no, b.business_no, r.receipt_date, r.amount, r.is_barter
|
||||
FROM receipts r
|
||||
JOIN businesses b ON b.id = r.business_id
|
||||
WHERE r.shipment_id IS NULL
|
||||
AND r.settlement_status = 0
|
||||
ORDER BY r.receipt_date;
|
||||
|
||||
-- 4. 回款天数对账视图（SQL 版仅供人工核对；应用层以 formula.payment_days 为准）
|
||||
SELECT r.id,
|
||||
r.receipt_batch_no,
|
||||
b.business_no,
|
||||
s.shipment_no,
|
||||
s.ship_date,
|
||||
r.receipt_date,
|
||||
DATEDIFF(r.receipt_date, s.ship_date) + 1 AS payment_days
|
||||
FROM receipts r
|
||||
JOIN businesses b ON b.id = r.business_id
|
||||
LEFT JOIN shipments s ON s.id = r.shipment_id
|
||||
WHERE r.shipment_id IS NOT NULL
|
||||
ORDER BY r.receipt_date DESC;
|
||||
|
||||
-- 5. 按产品类别的毛利润汇总（毛利润视图的类别汇总口径；阈值需按 M1 参数快照逐日匹配，
|
||||
-- 此处仅聚合源数据，折算在应用层以 formula.converted_profit 计算）
|
||||
SELECT i.product_category,
|
||||
SUM(i.sale_amount) AS sale_total,
|
||||
SUM(i.cost_amount) AS cost_total,
|
||||
SUM(i.sale_amount - COALESCE(i.cost_amount, 0)) AS profit_total
|
||||
FROM business_items i
|
||||
WHERE i.business_id = :business_id
|
||||
GROUP BY i.product_category;
|
||||
|
||||
-- 6. 业务状态流转时间线（详情页；创建首条 old=new=1）
|
||||
SELECT l.old_status, l.new_status, l.change_reason, l.operator_name, l.create_time
|
||||
FROM business_status_logs l
|
||||
WHERE l.business_id = :business_id
|
||||
ORDER BY l.create_time, l.id;
|
||||
|
||||
-- 7. 发货单与明细（列表 + 行展开）
|
||||
SELECT s.id, s.shipment_no, b.business_no, s.ship_date, s.freight_amount, s.total_amount
|
||||
FROM shipments s
|
||||
JOIN businesses b ON b.id = s.business_id
|
||||
WHERE (:business_id IS NULL OR s.business_id = :business_id)
|
||||
AND (:ship_date_from IS NULL OR s.ship_date >= :ship_date_from)
|
||||
AND (:ship_date_to IS NULL OR s.ship_date <= :ship_date_to)
|
||||
ORDER BY s.id DESC
|
||||
LIMIT :limit OFFSET :offset;
|
||||
|
||||
SELECT si.product_name, si.spec_model, si.unit, si.quantity, si.sale_price, si.amount
|
||||
FROM shipment_items si
|
||||
WHERE si.shipment_id = :shipment_id
|
||||
ORDER BY si.id;
|
||||
|
||||
-- 8. 评级等级判定（前端按 sort_order 升序首个 min_score ≤ 总分取等级；SQL 版供后端复用）
|
||||
SELECT grade_name, min_score, max_score
|
||||
FROM customer_rating_grades
|
||||
WHERE min_score <= :total_score
|
||||
ORDER BY sort_order
|
||||
LIMIT 1;
|
||||
Reference in new issue
Block a user