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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"""业务数据管理七表：业务/业务明细/状态留痕/发货单/发货明细/回款/评级等级配置（M2）
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- businesses：业务编号自动生成（报表 2.4.1「合同编号」），五项汇总冗余列
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由服务层事务内维护；毛利润相关值不落库（派生值，M3 台账才是固化点）
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- business_items：行级 product_category 为折算锚点（对照表 #14），指导价
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人工录入、T+ 同步不覆盖
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- business_status_logs：append-only，创建时写首条（old=new=1）
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- shipments/shipment_items：发货日为回款天数基准日（对照表 #1）
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- receipts：手动指定发货批次（#18）；settlement_status 为 M3 核算防重锚点
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- customer_rating_grades：等级映射可配置，种子四条随迁移初始化
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Revision ID: 8efc189b131f
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Revises: e1133a7c670a
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Create Date: 2026-10-13 11:14:17.545320
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"""
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from collections.abc import Sequence
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from alembic import op
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import sqlalchemy as sa
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from sqlalchemy.dialects import mysql
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# revision identifiers, used by Alembic.
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revision: str = "8efc189b131f"
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down_revision: str | Sequence[str] | None = "e1133a7c670a"
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branch_labels: str | Sequence[str] | None = None
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depends_on: str | Sequence[str] | None = None
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# 评级等级种子（与 init-dev.sql 双写一致；口径见模型 docstring）
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_GRADE_SEED = [
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{"grade_name": "A", "min_score": 90, "max_score": 100, "sort_order": 1, "remark": "优秀"},
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{"grade_name": "B", "min_score": 75, "max_score": 89, "sort_order": 2, "remark": "良好"},
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{"grade_name": "C", "min_score": 60, "max_score": 74, "sort_order": 3, "remark": "合格"},
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{"grade_name": "D", "min_score": 0, "max_score": 59, "sort_order": 4, "remark": "待改进"},
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]
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def upgrade() -> None:
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"""应用迁移。"""
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# ### commands auto generated by Alembic - please adjust! ###
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op.create_table(
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"customer_rating_grades",
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sa.Column(
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"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
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),
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sa.Column(
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"grade_name", sa.String(length=32), nullable=False, comment="等级名称（如 A/优秀）"
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),
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sa.Column(
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"min_score",
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sa.Numeric(precision=5, scale=1),
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nullable=False,
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comment="总分下限（含）；判定=按 sort_order 升序首个 min_score ≤ 总分",
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),
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sa.Column(
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"max_score",
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sa.Numeric(precision=5, scale=1),
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nullable=False,
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comment="总分上限（展示用）",
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),
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sa.Column(
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"sort_order",
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sa.Integer(),
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server_default="0",
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nullable=False,
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comment="排序（判定顺序，升序）",
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),
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sa.Column("remark", sa.String(length=255), nullable=True, comment="说明"),
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sa.Column(
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"create_time",
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sa.DateTime(),
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server_default=sa.text("CURRENT_TIMESTAMP"),
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nullable=False,
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comment="创建时间",
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),
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sa.Column(
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"update_time",
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sa.DateTime(),
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server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
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nullable=False,
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comment="更新时间",
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),
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sa.PrimaryKeyConstraint("id", name=op.f("pk_customer_rating_grades")),
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sa.UniqueConstraint("grade_name", name=op.f("uk_customer_rating_grades_grade_name")),
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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）",
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mysql_charset="utf8mb4",
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mysql_collate="utf8mb4_general_ci",
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mysql_engine="InnoDB",
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)
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op.create_table(
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"business_status_logs",
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sa.Column(
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"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
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),
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sa.Column(
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"business_id",
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mysql.BIGINT(unsigned=True),
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nullable=False,
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comment="业务ID（固化，无外键；删除保护由服务层承担）",
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),
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sa.Column(
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"old_status", mysql.TINYINT(), nullable=False, comment="变更前状态（创建首条为 1）"
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),
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sa.Column("new_status", mysql.TINYINT(), nullable=False, comment="变更后状态"),
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sa.Column(
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"change_reason", sa.String(length=255), nullable=True, comment="变更原因（终止时必填）"
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),
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sa.Column(
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"operator_id",
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mysql.BIGINT(unsigned=True),
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nullable=True,
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comment="操作人ID（账号删除后置空）",
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),
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sa.Column(
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"operator_name",
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sa.String(length=64),
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nullable=False,
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comment="操作人用户名（冗余固化）",
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),
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sa.Column(
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"create_time",
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sa.DateTime(),
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server_default=sa.text("CURRENT_TIMESTAMP"),
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nullable=False,
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comment="创建时间",
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),
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sa.ForeignKeyConstraint(
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["operator_id"],
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["users.id"],
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name=op.f("fk_business_status_logs_operator_id"),
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ondelete="SET NULL",
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),
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sa.PrimaryKeyConstraint("id", name=op.f("pk_business_status_logs")),
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comment="业务状态变更记录表（append-only）",
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mysql_charset="utf8mb4",
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mysql_collate="utf8mb4_general_ci",
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mysql_engine="InnoDB",
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)
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op.create_index(
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"idx_business_status_logs_business_id",
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"business_status_logs",
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["business_id"],
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unique=False,
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)
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op.create_index(
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"idx_business_status_logs_create_time",
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"business_status_logs",
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["create_time"],
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unique=False,
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)
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op.create_table(
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"businesses",
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sa.Column(
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"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
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),
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sa.Column(
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"business_no",
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sa.String(length=32),
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nullable=False,
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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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),
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sa.Column(
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"customer_id",
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mysql.BIGINT(unsigned=True),
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nullable=False,
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comment="客户ID（customers.id）",
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),
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sa.Column("business_date", sa.Date(), nullable=True, comment="业务日期（T+ 同步口径）"),
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sa.Column(
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"status",
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mysql.TINYINT(),
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server_default="1",
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nullable=False,
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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）",
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),
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sa.Column(
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"owner_personnel_id",
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mysql.BIGINT(unsigned=True),
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nullable=True,
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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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),
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sa.Column(
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"assistant_personnel_id",
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mysql.BIGINT(unsigned=True),
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nullable=True,
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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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),
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sa.Column(
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"is_special",
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mysql.TINYINT(),
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server_default="0",
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nullable=False,
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comment="特殊业务标记：1是 0否（公司参与等）",
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),
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sa.Column("special_note", sa.String(length=255), nullable=True, comment="特殊业务说明"),
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sa.Column(
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"total_sale_amount",
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sa.Numeric(precision=14, scale=2),
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server_default="0",
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nullable=True,
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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）",
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),
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sa.Column(
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"total_cost_amount",
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sa.Numeric(precision=14, scale=2),
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server_default="0",
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nullable=True,
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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）",
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),
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sa.Column(
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"total_ship_amount",
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sa.Numeric(precision=14, scale=2),
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server_default="0",
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nullable=True,
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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）",
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),
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sa.Column(
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"total_received_amount",
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sa.Numeric(precision=14, scale=2),
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server_default="0",
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nullable=True,
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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）",
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),
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sa.Column(
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"total_freight_amount",
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sa.Numeric(precision=14, scale=2),
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server_default="0",
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nullable=True,
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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）",
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),
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sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
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sa.Column(
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"create_time",
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sa.DateTime(),
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server_default=sa.text("CURRENT_TIMESTAMP"),
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nullable=False,
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comment="创建时间",
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),
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sa.Column(
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"update_time",
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sa.DateTime(),
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server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
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nullable=False,
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comment="更新时间",
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),
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sa.Column(
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"source_no",
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sa.String(length=64),
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nullable=True,
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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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),
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sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
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sa.Column(
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"sync_batch_no",
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sa.String(length=32),
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nullable=True,
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comment="同步批次号（同步模块写入）",
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),
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sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
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sa.ForeignKeyConstraint(
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["assistant_personnel_id"],
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["personnel.id"],
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name=op.f("fk_businesses_assistant_personnel_id"),
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ondelete="RESTRICT",
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),
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sa.ForeignKeyConstraint(
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["customer_id"],
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["customers.id"],
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name=op.f("fk_businesses_customer_id"),
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ondelete="RESTRICT",
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),
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sa.ForeignKeyConstraint(
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|
["owner_personnel_id"],
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["personnel.id"],
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name=op.f("fk_businesses_owner_personnel_id"),
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ondelete="RESTRICT",
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),
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sa.PrimaryKeyConstraint("id", name=op.f("pk_businesses")),
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sa.UniqueConstraint("business_no", name=op.f("uk_businesses_business_no")),
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comment="业务表（业务编号自动生成；T+同步不覆盖业务状态）",
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mysql_charset="utf8mb4",
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mysql_collate="utf8mb4_general_ci",
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|
mysql_engine="InnoDB",
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)
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op.create_index("idx_businesses_business_date", "businesses", ["business_date"], unique=False)
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op.create_index("idx_businesses_customer_id", "businesses", ["customer_id"], unique=False)
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|
op.create_index(
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"idx_businesses_owner_personnel_id", "businesses", ["owner_personnel_id"], unique=False
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|
)
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op.create_index(op.f("idx_businesses_source_no"), "businesses", ["source_no"], unique=False)
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op.create_index("idx_businesses_status", "businesses", ["status"], unique=False)
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|
op.create_table(
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"business_items",
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|
sa.Column(
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|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
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|
),
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|
sa.Column(
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|
"business_id",
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|
mysql.BIGINT(unsigned=True),
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|
nullable=False,
|
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|
comment="业务ID（businesses.id）",
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|
),
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|
sa.Column(
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|
"product_id",
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|
mysql.BIGINT(unsigned=True),
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|
nullable=True,
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|
comment="产品ID（products.id；NULL=自由录入，未入产品库）",
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||||||
|
),
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|
sa.Column(
|
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|
"product_name",
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|
sa.String(length=128),
|
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|
nullable=False,
|
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|
comment="产品名称（引用产品时冗余固化）",
|
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|
),
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|
sa.Column(
|
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|
"spec_model",
|
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|
sa.String(length=128),
|
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|
server_default="",
|
||||||
|
nullable=False,
|
||||||
|
comment="规格型号（冗余固化；空串对齐 products 组合唯一键口径）",
|
||||||
|
),
|
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|
sa.Column("unit", sa.String(length=16), nullable=True, comment="计量单位"),
|
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|
sa.Column(
|
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|
"product_category",
|
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|
sa.String(length=32),
|
||||||
|
nullable=False,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"quantity", sa.Numeric(precision=14, scale=2), nullable=False, comment="数量（>0）"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"sale_price",
|
||||||
|
sa.Numeric(precision=14, scale=4),
|
||||||
|
nullable=True,
|
||||||
|
comment="销售单价（元；T+ 同步或人工）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"sale_amount",
|
||||||
|
sa.Numeric(precision=14, scale=2),
|
||||||
|
nullable=False,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"cost_amount",
|
||||||
|
sa.Numeric(precision=14, scale=2),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"guided_price",
|
||||||
|
sa.Numeric(precision=14, scale=4),
|
||||||
|
nullable=True,
|
||||||
|
comment="指导价（人工录入；T+同步不覆盖，需规 2.2.1/2.2.4）",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["business_id"],
|
||||||
|
["businesses.id"],
|
||||||
|
name=op.f("fk_business_items_business_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["product_id"],
|
||||||
|
["products.id"],
|
||||||
|
name=op.f("fk_business_items_product_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_business_items")),
|
||||||
|
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）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
"idx_business_items_business_id", "business_items", ["business_id"], unique=False
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
"idx_business_items_product_category", "business_items", ["product_category"], unique=False
|
||||||
|
)
|
||||||
|
op.create_index("idx_business_items_product_id", "business_items", ["product_id"], unique=False)
|
||||||
|
op.create_table(
|
||||||
|
"shipments",
|
||||||
|
sa.Column(
|
||||||
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"shipment_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=False,
|
||||||
|
comment="发货单号，自动生成 SH{YYYYMMDD}-{4位当日序号}（内部追溯用）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"business_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=False,
|
||||||
|
comment="业务ID（businesses.id；终态业务禁止新发货）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"ship_date",
|
||||||
|
sa.Date(),
|
||||||
|
nullable=False,
|
||||||
|
comment="发货日期（回款天数基准日，发货日首日=第 1 天）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"freight_amount",
|
||||||
|
sa.Numeric(precision=14, scale=2),
|
||||||
|
server_default="0",
|
||||||
|
nullable=False,
|
||||||
|
comment="运费金额（仅记录展示；不计入毛利润口径，对照表 #2）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"total_amount",
|
||||||
|
sa.Numeric(precision=14, scale=2),
|
||||||
|
server_default="0",
|
||||||
|
nullable=False,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"source_no",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
|
||||||
|
sa.Column(
|
||||||
|
"sync_batch_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=True,
|
||||||
|
comment="同步批次号（同步模块写入）",
|
||||||
|
),
|
||||||
|
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["business_id"],
|
||||||
|
["businesses.id"],
|
||||||
|
name=op.f("fk_shipments_business_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_shipments")),
|
||||||
|
sa.UniqueConstraint("shipment_no", name=op.f("uk_shipments_shipment_no")),
|
||||||
|
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）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index("idx_shipments_business_id", "shipments", ["business_id"], unique=False)
|
||||||
|
op.create_index("idx_shipments_ship_date", "shipments", ["ship_date"], unique=False)
|
||||||
|
op.create_index(op.f("idx_shipments_source_no"), "shipments", ["source_no"], unique=False)
|
||||||
|
op.create_table(
|
||||||
|
"receipts",
|
||||||
|
sa.Column(
|
||||||
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"receipt_batch_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=False,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"business_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=False,
|
||||||
|
comment="业务ID（businesses.id）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"shipment_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"receipt_date",
|
||||||
|
sa.Date(),
|
||||||
|
nullable=False,
|
||||||
|
comment="回款到账日（M3 按此日匹配参数版本，对照表 #11）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"amount",
|
||||||
|
sa.Numeric(precision=14, scale=2),
|
||||||
|
nullable=False,
|
||||||
|
comment="回款金额（≥0；一期禁负数/红字）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"is_barter",
|
||||||
|
mysql.TINYINT(),
|
||||||
|
server_default="0",
|
||||||
|
nullable=False,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"settlement_status",
|
||||||
|
mysql.TINYINT(),
|
||||||
|
server_default="0",
|
||||||
|
nullable=False,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"source_no",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
|
||||||
|
sa.Column(
|
||||||
|
"sync_batch_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=True,
|
||||||
|
comment="同步批次号（同步模块写入）",
|
||||||
|
),
|
||||||
|
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["business_id"],
|
||||||
|
["businesses.id"],
|
||||||
|
name=op.f("fk_receipts_business_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["shipment_id"],
|
||||||
|
["shipments.id"],
|
||||||
|
name=op.f("fk_receipts_shipment_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_receipts")),
|
||||||
|
sa.UniqueConstraint("receipt_batch_no", name=op.f("uk_receipts_receipt_batch_no")),
|
||||||
|
comment="回款表（手动指定发货批次；已核算回款禁改禁删）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index("idx_receipts_business_id", "receipts", ["business_id"], unique=False)
|
||||||
|
op.create_index("idx_receipts_receipt_date", "receipts", ["receipt_date"], unique=False)
|
||||||
|
op.create_index(
|
||||||
|
"idx_receipts_settlement_status", "receipts", ["settlement_status"], unique=False
|
||||||
|
)
|
||||||
|
op.create_index("idx_receipts_shipment_id", "receipts", ["shipment_id"], unique=False)
|
||||||
|
op.create_index(op.f("idx_receipts_source_no"), "receipts", ["source_no"], unique=False)
|
||||||
|
op.create_table(
|
||||||
|
"shipment_items",
|
||||||
|
sa.Column(
|
||||||
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"shipment_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=False,
|
||||||
|
comment="发货单ID（shipments.id）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"product_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="产品ID（products.id；NULL=自由录入）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"product_name",
|
||||||
|
sa.String(length=128),
|
||||||
|
nullable=False,
|
||||||
|
comment="产品名称（引用产品时冗余固化）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"spec_model",
|
||||||
|
sa.String(length=128),
|
||||||
|
server_default="",
|
||||||
|
nullable=False,
|
||||||
|
comment="规格型号（冗余固化；空串对齐 products 组合唯一键口径）",
|
||||||
|
),
|
||||||
|
sa.Column("unit", sa.String(length=16), nullable=True, comment="计量单位"),
|
||||||
|
sa.Column(
|
||||||
|
"quantity", sa.Numeric(precision=14, scale=2), nullable=False, comment="发货数量（>0）"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"sale_price",
|
||||||
|
sa.Numeric(precision=14, scale=4),
|
||||||
|
nullable=True,
|
||||||
|
comment="发货单价（元；T+ 同步或人工，口径待 IT 确认）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"amount",
|
||||||
|
sa.Numeric(precision=14, scale=2),
|
||||||
|
nullable=False,
|
||||||
|
comment="行金额 = 数量×单价（服务层计算固化，不信任前端传值）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["product_id"],
|
||||||
|
["products.id"],
|
||||||
|
name=op.f("fk_shipment_items_product_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["shipment_id"],
|
||||||
|
["shipments.id"],
|
||||||
|
name=op.f("fk_shipment_items_shipment_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_shipment_items")),
|
||||||
|
comment="发货产品明细表",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index("idx_shipment_items_product_id", "shipment_items", ["product_id"], unique=False)
|
||||||
|
op.create_index(
|
||||||
|
"idx_shipment_items_shipment_id", "shipment_items", ["shipment_id"], unique=False
|
||||||
|
)
|
||||||
|
# ### end Alembic commands ###
|
||||||
|
# 评级等级种子（等级映射可配置；双轨：init-dev.sql 同步写入）
|
||||||
|
op.bulk_insert(
|
||||||
|
sa.table(
|
||||||
|
"customer_rating_grades",
|
||||||
|
sa.column("grade_name", sa.String),
|
||||||
|
sa.column("min_score", sa.Numeric),
|
||||||
|
sa.column("max_score", sa.Numeric),
|
||||||
|
sa.column("sort_order", sa.Integer),
|
||||||
|
sa.column("remark", sa.String),
|
||||||
|
),
|
||||||
|
_GRADE_SEED,
|
||||||
|
)
|
||||||
|
|
||||||
|
|
||||||
|
def downgrade() -> None:
|
||||||
|
"""回滚迁移。
|
||||||
|
|
||||||
|
**注意（autogenerate 不会替你处理）**：生成的 `op.drop_index` 与
|
||||||
|
`op.drop_table` 顺序需人工检查 —— 若某索引是外键的唯一支撑索引，
|
||||||
|
单独 drop_index 会报 MySQL 1553（needed in a foreign key constraint）。
|
||||||
|
**整表回滚应只保留 `op.drop_table`**，DROP TABLE 会连带删除索引与外键。
|
||||||
|
"""
|
||||||
|
# 整表回滚只保留 drop_table（DROP TABLE 连带删除索引与外键）；
|
||||||
|
# 逐条 drop_index 会先于 drop_table 摘掉外键支撑索引而报 MySQL 1553
|
||||||
|
op.drop_table("shipment_items")
|
||||||
|
op.drop_table("receipts")
|
||||||
|
op.drop_table("shipments")
|
||||||
|
op.drop_table("business_items")
|
||||||
|
op.drop_table("businesses")
|
||||||
|
op.drop_table("business_status_logs")
|
||||||
|
op.drop_table("customer_rating_grades")
|
||||||
@ -11,6 +11,7 @@ Revises: bfbda9c3191d
|
|||||||
Create Date: 2026-10-13 09:36:02.219248
|
Create Date: 2026-10-13 09:36:02.219248
|
||||||
|
|
||||||
"""
|
"""
|
||||||
|
|
||||||
from collections.abc import Sequence
|
from collections.abc import Sequence
|
||||||
|
|
||||||
from alembic import op
|
from alembic import op
|
||||||
@ -18,8 +19,8 @@ import sqlalchemy as sa
|
|||||||
from sqlalchemy.dialects import mysql
|
from sqlalchemy.dialects import mysql
|
||||||
|
|
||||||
# revision identifiers, used by Alembic.
|
# revision identifiers, used by Alembic.
|
||||||
revision: str = 'e1133a7c670a'
|
revision: str = "e1133a7c670a"
|
||||||
down_revision: str | Sequence[str] | None = 'bfbda9c3191d'
|
down_revision: str | Sequence[str] | None = "bfbda9c3191d"
|
||||||
branch_labels: str | Sequence[str] | None = None
|
branch_labels: str | Sequence[str] | None = None
|
||||||
depends_on: str | Sequence[str] | None = None
|
depends_on: str | Sequence[str] | None = None
|
||||||
|
|
||||||
@ -27,141 +28,449 @@ depends_on: str | Sequence[str] | None = None
|
|||||||
def upgrade() -> None:
|
def upgrade() -> None:
|
||||||
"""应用迁移。"""
|
"""应用迁移。"""
|
||||||
# ### commands auto generated by Alembic - please adjust! ###
|
# ### commands auto generated by Alembic - please adjust! ###
|
||||||
op.create_table('products',
|
op.create_table(
|
||||||
sa.Column('id', mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment='主键ID'),
|
"products",
|
||||||
sa.Column('product_name', sa.String(length=128), nullable=False, comment='产品名称'),
|
sa.Column(
|
||||||
sa.Column('spec_model', sa.String(length=128), server_default='', nullable=False, comment='规格型号（空串而非 NULL：参与组合唯一键，MySQL 组合索引对 NULL 不去重）'),
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
sa.Column('unit', sa.String(length=16), nullable=True, comment='计量单位'),
|
),
|
||||||
sa.Column('stock_quantity', sa.Numeric(precision=14, scale=2), nullable=True, comment='数量（T+ 同步原样存储，语义待 IT 确认）'),
|
sa.Column("product_name", sa.String(length=128), nullable=False, comment="产品名称"),
|
||||||
sa.Column('sale_price', sa.Numeric(precision=14, scale=4), nullable=True, comment='销售单价（元，T+ 同步）'),
|
sa.Column(
|
||||||
sa.Column('product_category', sa.String(length=32), nullable=False, comment='产品类别：municipal_water市政水利 rail_transit轨道交通（决定折算阈值 30%/20%；T+同步不覆盖）'),
|
"spec_model",
|
||||||
sa.Column('status', mysql.TINYINT(), server_default='1', nullable=False, comment='状态：1启用 0停用'),
|
sa.String(length=128),
|
||||||
sa.Column('remark', sa.String(length=255), nullable=True, comment='备注'),
|
server_default="",
|
||||||
sa.Column('create_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP'), nullable=False, comment='创建时间'),
|
nullable=False,
|
||||||
sa.Column('update_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), nullable=False, comment='更新时间'),
|
comment="规格型号（空串而非 NULL：参与组合唯一键，MySQL 组合索引对 NULL 不去重）",
|
||||||
sa.Column('source_no', sa.String(length=64), nullable=True, 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）'),
|
),
|
||||||
sa.Column('t_plus_id', sa.String(length=64), nullable=True, comment='T+ 系统内部标识'),
|
sa.Column("unit", sa.String(length=16), nullable=True, comment="计量单位"),
|
||||||
sa.Column('sync_batch_no', sa.String(length=32), nullable=True, comment='同步批次号（同步模块写入）'),
|
sa.Column(
|
||||||
sa.Column('synced_at', sa.DateTime(), nullable=True, comment='最近同步时间'),
|
"stock_quantity",
|
||||||
sa.PrimaryKeyConstraint('id', name=op.f('pk_products')),
|
sa.Numeric(precision=14, scale=2),
|
||||||
sa.UniqueConstraint('product_name', 'spec_model', name='uk_products_name_spec'),
|
nullable=True,
|
||||||
comment='产品表（类别锚定折算阈值参数；T+同步不覆盖产品类别）',
|
comment="数量（T+ 同步原样存储，语义待 IT 确认）",
|
||||||
mysql_charset='utf8mb4',
|
),
|
||||||
mysql_collate='utf8mb4_general_ci',
|
sa.Column(
|
||||||
mysql_engine='InnoDB'
|
"sale_price",
|
||||||
|
sa.Numeric(precision=14, scale=4),
|
||||||
|
nullable=True,
|
||||||
|
comment="销售单价（元，T+ 同步）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"product_category",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=False,
|
||||||
|
comment="产品类别：municipal_water市政水利 rail_transit轨道交通（决定折算阈值 30%/20%；T+同步不覆盖）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"status",
|
||||||
|
mysql.TINYINT(),
|
||||||
|
server_default="1",
|
||||||
|
nullable=False,
|
||||||
|
comment="状态：1启用 0停用",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"source_no",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
|
||||||
|
sa.Column(
|
||||||
|
"sync_batch_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=True,
|
||||||
|
comment="同步批次号（同步模块写入）",
|
||||||
|
),
|
||||||
|
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_products")),
|
||||||
|
sa.UniqueConstraint("product_name", "spec_model", name="uk_products_name_spec"),
|
||||||
|
comment="产品表（类别锚定折算阈值参数；T+同步不覆盖产品类别）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
)
|
)
|
||||||
op.create_index(op.f('idx_products_source_no'), 'products', ['source_no'], unique=False)
|
op.create_index(op.f("idx_products_source_no"), "products", ["source_no"], unique=False)
|
||||||
op.create_table('ownership_change_logs',
|
op.create_table(
|
||||||
sa.Column('id', mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment='主键ID'),
|
"ownership_change_logs",
|
||||||
sa.Column('owner_type', mysql.TINYINT(), nullable=False, comment='归属类型：1客户归属 2业务归属'),
|
sa.Column(
|
||||||
sa.Column('customer_id', mysql.BIGINT(unsigned=True), nullable=True, comment='客户ID（固化，owner_type=1 时非空）'),
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
sa.Column('business_id', mysql.BIGINT(unsigned=True), nullable=True, comment='业务ID（固化，owner_type=2 时非空）'),
|
),
|
||||||
sa.Column('old_owner_personnel_id', mysql.BIGINT(unsigned=True), nullable=True, comment='变更前负责营销人员ID（固化）'),
|
sa.Column(
|
||||||
sa.Column('new_owner_personnel_id', mysql.BIGINT(unsigned=True), nullable=True, comment='变更后负责营销人员ID（固化）'),
|
"owner_type", mysql.TINYINT(), nullable=False, comment="归属类型：1客户归属 2业务归属"
|
||||||
sa.Column('old_assistant_personnel_id', mysql.BIGINT(unsigned=True), nullable=True, comment='变更前协助营销人员ID（固化，仅业务归属使用）'),
|
),
|
||||||
sa.Column('new_assistant_personnel_id', mysql.BIGINT(unsigned=True), nullable=True, comment='变更后协助营销人员ID（固化，仅业务归属使用）'),
|
sa.Column(
|
||||||
sa.Column('change_reason', sa.String(length=255), nullable=True, comment='变更原因'),
|
"customer_id",
|
||||||
sa.Column('operator_id', mysql.BIGINT(unsigned=True), nullable=True, comment='操作人ID（账号删除后置空）'),
|
mysql.BIGINT(unsigned=True),
|
||||||
sa.Column('operator_name', sa.String(length=64), nullable=False, comment='操作人用户名（冗余固化）'),
|
nullable=True,
|
||||||
sa.Column('create_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP'), nullable=False, comment='创建时间'),
|
comment="客户ID（固化，owner_type=1 时非空）",
|
||||||
sa.ForeignKeyConstraint(['operator_id'], ['users.id'], name=op.f('fk_ownership_change_logs_operator_id'), ondelete='SET NULL'),
|
),
|
||||||
sa.PrimaryKeyConstraint('id', name=op.f('pk_ownership_change_logs')),
|
sa.Column(
|
||||||
comment='归属变更记录表（append-only；客户/业务归属变更留痕，不回溯历史）',
|
"business_id",
|
||||||
mysql_charset='utf8mb4',
|
mysql.BIGINT(unsigned=True),
|
||||||
mysql_collate='utf8mb4_general_ci',
|
nullable=True,
|
||||||
mysql_engine='InnoDB'
|
comment="业务ID（固化，owner_type=2 时非空）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"old_owner_personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="变更前负责营销人员ID（固化）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"new_owner_personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="变更后负责营销人员ID（固化）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"old_assistant_personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="变更前协助营销人员ID（固化，仅业务归属使用）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"new_assistant_personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="变更后协助营销人员ID（固化，仅业务归属使用）",
|
||||||
|
),
|
||||||
|
sa.Column("change_reason", sa.String(length=255), nullable=True, comment="变更原因"),
|
||||||
|
sa.Column(
|
||||||
|
"operator_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="操作人ID（账号删除后置空）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"operator_name",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=False,
|
||||||
|
comment="操作人用户名（冗余固化）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["operator_id"],
|
||||||
|
["users.id"],
|
||||||
|
name=op.f("fk_ownership_change_logs_operator_id"),
|
||||||
|
ondelete="SET NULL",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_ownership_change_logs")),
|
||||||
|
comment="归属变更记录表（append-only；客户/业务归属变更留痕，不回溯历史）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
)
|
)
|
||||||
op.create_index(op.f('idx_ownership_change_logs_customer_id'), 'ownership_change_logs', ['customer_id'], unique=False)
|
op.create_index(
|
||||||
op.create_index(op.f('idx_ownership_change_logs_business_id'), 'ownership_change_logs', ['business_id'], unique=False)
|
op.f("idx_ownership_change_logs_customer_id"),
|
||||||
op.create_index(op.f('idx_ownership_change_logs_create_time'), 'ownership_change_logs', ['create_time'], unique=False)
|
"ownership_change_logs",
|
||||||
op.create_table('personnel',
|
["customer_id"],
|
||||||
sa.Column('id', mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment='主键ID'),
|
unique=False,
|
||||||
sa.Column('personnel_name', sa.String(length=64), nullable=False, comment='姓名'),
|
|
||||||
sa.Column('business_role_id', mysql.BIGINT(unsigned=True), nullable=False, comment='岗位角色ID（决定计提公式模板；T+同步不覆盖）'),
|
|
||||||
sa.Column('manager_id', mysql.BIGINT(unsigned=True), nullable=True, comment='直属营销经理ID（NULL=经理本人或未分配；团队成员关系锚点）'),
|
|
||||||
sa.Column('phone', sa.String(length=20), nullable=True, comment='联系电话'),
|
|
||||||
sa.Column('hire_date', sa.Date(), nullable=True, comment='入职日期'),
|
|
||||||
sa.Column('is_probation', mysql.TINYINT(), server_default='0', nullable=False, comment='是否试用期：1是 0否（试用期绩效照算不发放）'),
|
|
||||||
sa.Column('salary_standard', sa.Numeric(precision=12, scale=2), nullable=True, comment='月工资标准（元；T+同步不覆盖）'),
|
|
||||||
sa.Column('status', mysql.TINYINT(), server_default='1', nullable=False, comment='状态：1在职 0离职（离职人员不可再被业务/客户归属引用）'),
|
|
||||||
sa.Column('remark', sa.String(length=255), nullable=True, comment='备注'),
|
|
||||||
sa.Column('create_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP'), nullable=False, comment='创建时间'),
|
|
||||||
sa.Column('update_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), nullable=False, comment='更新时间'),
|
|
||||||
sa.Column('source_no', sa.String(length=64), nullable=True, 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）'),
|
|
||||||
sa.Column('t_plus_id', sa.String(length=64), nullable=True, comment='T+ 系统内部标识'),
|
|
||||||
sa.Column('sync_batch_no', sa.String(length=32), nullable=True, comment='同步批次号（同步模块写入）'),
|
|
||||||
sa.Column('synced_at', sa.DateTime(), nullable=True, comment='最近同步时间'),
|
|
||||||
sa.ForeignKeyConstraint(['business_role_id'], ['business_roles.id'], name=op.f('fk_personnel_business_role_id'), ondelete='RESTRICT'),
|
|
||||||
sa.ForeignKeyConstraint(['manager_id'], ['personnel.id'], name=op.f('fk_personnel_manager_id'), ondelete='RESTRICT'),
|
|
||||||
sa.PrimaryKeyConstraint('id', name=op.f('pk_personnel')),
|
|
||||||
comment='营销人员表（T+同步不覆盖岗位与工资标准）',
|
|
||||||
mysql_charset='utf8mb4',
|
|
||||||
mysql_collate='utf8mb4_general_ci',
|
|
||||||
mysql_engine='InnoDB'
|
|
||||||
)
|
)
|
||||||
op.create_index(op.f('idx_personnel_business_role_id'), 'personnel', ['business_role_id'], unique=False)
|
op.create_index(
|
||||||
op.create_index(op.f('idx_personnel_manager_id'), 'personnel', ['manager_id'], unique=False)
|
op.f("idx_ownership_change_logs_business_id"),
|
||||||
op.create_index(op.f('idx_personnel_source_no'), 'personnel', ['source_no'], unique=False)
|
"ownership_change_logs",
|
||||||
op.create_table('customers',
|
["business_id"],
|
||||||
sa.Column('id', mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment='主键ID'),
|
unique=False,
|
||||||
sa.Column('company_name', sa.String(length=128), nullable=False, comment='公司名称'),
|
|
||||||
sa.Column('owner_name', sa.String(length=64), nullable=False, comment='客户负责人姓名（客户公司负责人的人名，非系统人员）'),
|
|
||||||
sa.Column('contact_person', sa.String(length=64), nullable=True, comment='联系人'),
|
|
||||||
sa.Column('contact_phone', sa.String(length=20), nullable=True, comment='联系电话'),
|
|
||||||
sa.Column('address', sa.String(length=255), nullable=True, comment='地址'),
|
|
||||||
sa.Column('industry', sa.String(length=64), nullable=True, comment='所属行业（自由文本）'),
|
|
||||||
sa.Column('customer_type', sa.String(length=32), server_default='personal', nullable=False, comment='客户分类：personal个人户 manager_personal经理个人户 enterprise企业户（计提规则匹配锚点；T+同步不覆盖）'),
|
|
||||||
sa.Column('owner_personnel_id', mysql.BIGINT(unsigned=True), nullable=True, comment='归属负责营销人员ID（手动修改不回溯历史，变更留痕见 ownership_change_logs）'),
|
|
||||||
sa.Column('remark', sa.String(length=255), nullable=True, comment='备注'),
|
|
||||||
sa.Column('create_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP'), nullable=False, comment='创建时间'),
|
|
||||||
sa.Column('update_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), nullable=False, comment='更新时间'),
|
|
||||||
sa.Column('source_no', sa.String(length=64), nullable=True, 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）'),
|
|
||||||
sa.Column('t_plus_id', sa.String(length=64), nullable=True, comment='T+ 系统内部标识'),
|
|
||||||
sa.Column('sync_batch_no', sa.String(length=32), nullable=True, comment='同步批次号（同步模块写入）'),
|
|
||||||
sa.Column('synced_at', sa.DateTime(), nullable=True, comment='最近同步时间'),
|
|
||||||
sa.ForeignKeyConstraint(['owner_personnel_id'], ['personnel.id'], name=op.f('fk_customers_owner_personnel_id'), ondelete='RESTRICT'),
|
|
||||||
sa.PrimaryKeyConstraint('id', name=op.f('pk_customers')),
|
|
||||||
sa.UniqueConstraint('company_name', 'owner_name', name='uk_customers_company_owner'),
|
|
||||||
comment='客户表（公司名称+负责人为业务唯一标识；T+同步不覆盖客户分类）',
|
|
||||||
mysql_charset='utf8mb4',
|
|
||||||
mysql_collate='utf8mb4_general_ci',
|
|
||||||
mysql_engine='InnoDB'
|
|
||||||
)
|
)
|
||||||
op.create_index(op.f('idx_customers_customer_type'), 'customers', ['customer_type'], unique=False)
|
op.create_index(
|
||||||
op.create_index(op.f('idx_customers_owner_personnel_id'), 'customers', ['owner_personnel_id'], unique=False)
|
op.f("idx_ownership_change_logs_create_time"),
|
||||||
op.create_index(op.f('idx_customers_source_no'), 'customers', ['source_no'], unique=False)
|
"ownership_change_logs",
|
||||||
op.create_table('personnel_plans',
|
["create_time"],
|
||||||
sa.Column('id', mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment='主键ID'),
|
unique=False,
|
||||||
sa.Column('personnel_id', mysql.BIGINT(unsigned=True), nullable=False, comment='人员ID（personnel.id）'),
|
|
||||||
sa.Column('plan_period', sa.String(length=32), nullable=False, comment='计划期间（如 2026Q1、2026-05）'),
|
|
||||||
sa.Column('plan_content', sa.String(length=500), nullable=False, comment='计划内容'),
|
|
||||||
sa.Column('target_desc', sa.String(length=255), nullable=True, comment='指标说明（文字描述）'),
|
|
||||||
sa.Column('source_no', sa.String(length=64), nullable=True, comment='T+ 原始条目号（预留）'),
|
|
||||||
sa.Column('create_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP'), nullable=False, comment='创建时间'),
|
|
||||||
sa.Column('update_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), nullable=False, comment='更新时间'),
|
|
||||||
sa.ForeignKeyConstraint(['personnel_id'], ['personnel.id'], name=op.f('fk_personnel_plans_personnel_id'), ondelete='RESTRICT'),
|
|
||||||
sa.PrimaryKeyConstraint('id', name=op.f('pk_personnel_plans')),
|
|
||||||
comment='市场拓展计划表',
|
|
||||||
mysql_charset='utf8mb4',
|
|
||||||
mysql_collate='utf8mb4_general_ci',
|
|
||||||
mysql_engine='InnoDB'
|
|
||||||
)
|
)
|
||||||
op.create_index(op.f('idx_personnel_plans_personnel_id'), 'personnel_plans', ['personnel_id'], unique=False)
|
op.create_table(
|
||||||
op.create_table('personnel_regions',
|
"personnel",
|
||||||
sa.Column('id', mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment='主键ID'),
|
sa.Column(
|
||||||
sa.Column('personnel_id', mysql.BIGINT(unsigned=True), nullable=False, comment='人员ID（personnel.id）'),
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
sa.Column('region_name', sa.String(length=128), nullable=False, comment='区域名称（产品辐射地理范围）'),
|
),
|
||||||
sa.Column('remark', sa.String(length=255), nullable=True, comment='备注'),
|
sa.Column("personnel_name", sa.String(length=64), nullable=False, comment="姓名"),
|
||||||
sa.Column('create_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP'), nullable=False, comment='创建时间'),
|
sa.Column(
|
||||||
sa.Column('update_time', sa.DateTime(), server_default=sa.text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), nullable=False, comment='更新时间'),
|
"business_role_id",
|
||||||
sa.ForeignKeyConstraint(['personnel_id'], ['personnel.id'], name=op.f('fk_personnel_regions_personnel_id'), ondelete='RESTRICT'),
|
mysql.BIGINT(unsigned=True),
|
||||||
sa.PrimaryKeyConstraint('id', name=op.f('pk_personnel_regions')),
|
nullable=False,
|
||||||
comment='产品辐射区域表',
|
comment="岗位角色ID（决定计提公式模板；T+同步不覆盖）",
|
||||||
mysql_charset='utf8mb4',
|
),
|
||||||
mysql_collate='utf8mb4_general_ci',
|
sa.Column(
|
||||||
mysql_engine='InnoDB'
|
"manager_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="直属营销经理ID（NULL=经理本人或未分配；团队成员关系锚点）",
|
||||||
|
),
|
||||||
|
sa.Column("phone", sa.String(length=20), nullable=True, comment="联系电话"),
|
||||||
|
sa.Column("hire_date", sa.Date(), nullable=True, comment="入职日期"),
|
||||||
|
sa.Column(
|
||||||
|
"is_probation",
|
||||||
|
mysql.TINYINT(),
|
||||||
|
server_default="0",
|
||||||
|
nullable=False,
|
||||||
|
comment="是否试用期：1是 0否（试用期绩效照算不发放）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"salary_standard",
|
||||||
|
sa.Numeric(precision=12, scale=2),
|
||||||
|
nullable=True,
|
||||||
|
comment="月工资标准（元；T+同步不覆盖）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"status",
|
||||||
|
mysql.TINYINT(),
|
||||||
|
server_default="1",
|
||||||
|
nullable=False,
|
||||||
|
comment="状态：1在职 0离职（离职人员不可再被业务/客户归属引用）",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"source_no",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
|
||||||
|
sa.Column(
|
||||||
|
"sync_batch_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=True,
|
||||||
|
comment="同步批次号（同步模块写入）",
|
||||||
|
),
|
||||||
|
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["business_role_id"],
|
||||||
|
["business_roles.id"],
|
||||||
|
name=op.f("fk_personnel_business_role_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["manager_id"],
|
||||||
|
["personnel.id"],
|
||||||
|
name=op.f("fk_personnel_manager_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel")),
|
||||||
|
comment="营销人员表（T+同步不覆盖岗位与工资标准）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
op.f("idx_personnel_business_role_id"), "personnel", ["business_role_id"], unique=False
|
||||||
|
)
|
||||||
|
op.create_index(op.f("idx_personnel_manager_id"), "personnel", ["manager_id"], unique=False)
|
||||||
|
op.create_index(op.f("idx_personnel_source_no"), "personnel", ["source_no"], unique=False)
|
||||||
|
op.create_table(
|
||||||
|
"customers",
|
||||||
|
sa.Column(
|
||||||
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
|
),
|
||||||
|
sa.Column("company_name", sa.String(length=128), nullable=False, comment="公司名称"),
|
||||||
|
sa.Column(
|
||||||
|
"owner_name",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=False,
|
||||||
|
comment="客户负责人姓名（客户公司负责人的人名，非系统人员）",
|
||||||
|
),
|
||||||
|
sa.Column("contact_person", sa.String(length=64), nullable=True, comment="联系人"),
|
||||||
|
sa.Column("contact_phone", sa.String(length=20), nullable=True, comment="联系电话"),
|
||||||
|
sa.Column("address", sa.String(length=255), nullable=True, comment="地址"),
|
||||||
|
sa.Column("industry", sa.String(length=64), nullable=True, comment="所属行业（自由文本）"),
|
||||||
|
sa.Column(
|
||||||
|
"customer_type",
|
||||||
|
sa.String(length=32),
|
||||||
|
server_default="personal",
|
||||||
|
nullable=False,
|
||||||
|
comment="客户分类：personal个人户 manager_personal经理个人户 enterprise企业户（计提规则匹配锚点；T+同步不覆盖）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"owner_personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=True,
|
||||||
|
comment="归属负责营销人员ID（手动修改不回溯历史，变更留痕见 ownership_change_logs）",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"source_no",
|
||||||
|
sa.String(length=64),
|
||||||
|
nullable=True,
|
||||||
|
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）",
|
||||||
|
),
|
||||||
|
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
|
||||||
|
sa.Column(
|
||||||
|
"sync_batch_no",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=True,
|
||||||
|
comment="同步批次号（同步模块写入）",
|
||||||
|
),
|
||||||
|
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["owner_personnel_id"],
|
||||||
|
["personnel.id"],
|
||||||
|
name=op.f("fk_customers_owner_personnel_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_customers")),
|
||||||
|
sa.UniqueConstraint("company_name", "owner_name", name="uk_customers_company_owner"),
|
||||||
|
comment="客户表（公司名称+负责人为业务唯一标识；T+同步不覆盖客户分类）",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
op.f("idx_customers_customer_type"), "customers", ["customer_type"], unique=False
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
op.f("idx_customers_owner_personnel_id"), "customers", ["owner_personnel_id"], unique=False
|
||||||
|
)
|
||||||
|
op.create_index(op.f("idx_customers_source_no"), "customers", ["source_no"], unique=False)
|
||||||
|
op.create_table(
|
||||||
|
"personnel_plans",
|
||||||
|
sa.Column(
|
||||||
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=False,
|
||||||
|
comment="人员ID（personnel.id）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"plan_period",
|
||||||
|
sa.String(length=32),
|
||||||
|
nullable=False,
|
||||||
|
comment="计划期间（如 2026Q1、2026-05）",
|
||||||
|
),
|
||||||
|
sa.Column("plan_content", sa.String(length=500), nullable=False, comment="计划内容"),
|
||||||
|
sa.Column(
|
||||||
|
"target_desc", sa.String(length=255), nullable=True, comment="指标说明（文字描述）"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"source_no", sa.String(length=64), nullable=True, comment="T+ 原始条目号（预留）"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["personnel_id"],
|
||||||
|
["personnel.id"],
|
||||||
|
name=op.f("fk_personnel_plans_personnel_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel_plans")),
|
||||||
|
comment="市场拓展计划表",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
op.f("idx_personnel_plans_personnel_id"), "personnel_plans", ["personnel_id"], unique=False
|
||||||
|
)
|
||||||
|
op.create_table(
|
||||||
|
"personnel_regions",
|
||||||
|
sa.Column(
|
||||||
|
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"personnel_id",
|
||||||
|
mysql.BIGINT(unsigned=True),
|
||||||
|
nullable=False,
|
||||||
|
comment="人员ID（personnel.id）",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"region_name",
|
||||||
|
sa.String(length=128),
|
||||||
|
nullable=False,
|
||||||
|
comment="区域名称（产品辐射地理范围）",
|
||||||
|
),
|
||||||
|
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
|
||||||
|
sa.Column(
|
||||||
|
"create_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="创建时间",
|
||||||
|
),
|
||||||
|
sa.Column(
|
||||||
|
"update_time",
|
||||||
|
sa.DateTime(),
|
||||||
|
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
|
||||||
|
nullable=False,
|
||||||
|
comment="更新时间",
|
||||||
|
),
|
||||||
|
sa.ForeignKeyConstraint(
|
||||||
|
["personnel_id"],
|
||||||
|
["personnel.id"],
|
||||||
|
name=op.f("fk_personnel_regions_personnel_id"),
|
||||||
|
ondelete="RESTRICT",
|
||||||
|
),
|
||||||
|
sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel_regions")),
|
||||||
|
comment="产品辐射区域表",
|
||||||
|
mysql_charset="utf8mb4",
|
||||||
|
mysql_collate="utf8mb4_general_ci",
|
||||||
|
mysql_engine="InnoDB",
|
||||||
|
)
|
||||||
|
op.create_index(
|
||||||
|
op.f("idx_personnel_regions_personnel_id"),
|
||||||
|
"personnel_regions",
|
||||||
|
["personnel_id"],
|
||||||
|
unique=False,
|
||||||
)
|
)
|
||||||
op.create_index(op.f('idx_personnel_regions_personnel_id'), 'personnel_regions', ['personnel_id'], unique=False)
|
|
||||||
# ### end Alembic commands ###
|
# ### end Alembic commands ###
|
||||||
|
|
||||||
|
|
||||||
@ -173,9 +482,9 @@ def downgrade() -> None:
|
|||||||
单独 drop_index 会报 MySQL 1553（needed in a foreign key constraint）。
|
单独 drop_index 会报 MySQL 1553（needed in a foreign key constraint）。
|
||||||
**整表回滚应只保留 `op.drop_table`**，DROP TABLE 会连带删除索引与外键。
|
**整表回滚应只保留 `op.drop_table`**，DROP TABLE 会连带删除索引与外键。
|
||||||
"""
|
"""
|
||||||
op.drop_table('personnel_regions')
|
op.drop_table("personnel_regions")
|
||||||
op.drop_table('personnel_plans')
|
op.drop_table("personnel_plans")
|
||||||
op.drop_table('customers')
|
op.drop_table("customers")
|
||||||
op.drop_table('personnel')
|
op.drop_table("personnel")
|
||||||
op.drop_table('ownership_change_logs')
|
op.drop_table("ownership_change_logs")
|
||||||
op.drop_table('products')
|
op.drop_table("products")
|
||||||
|
|||||||
@ -66,6 +66,16 @@ MODULE_PARAM = "计提参数"
|
|||||||
MODULE_PERSONNEL = "人员管理"
|
MODULE_PERSONNEL = "人员管理"
|
||||||
MODULE_PRODUCT = "产品管理"
|
MODULE_PRODUCT = "产品管理"
|
||||||
MODULE_CUSTOMER = "客户管理"
|
MODULE_CUSTOMER = "客户管理"
|
||||||
|
MODULE_BUSINESS = "业务管理"
|
||||||
|
MODULE_SHIPMENT = "发货管理"
|
||||||
|
MODULE_RECEIPT = "回款管理"
|
||||||
|
MODULE_RATING = "客户评级"
|
||||||
|
|
||||||
|
# ===== 单据编号前缀（{前缀}{YYYYMMDD}-{当日4位序号}，序号按自然日重置）=====
|
||||||
|
# 一期为代码常量（业务未提出配置诉求）；如需可配置，走 M1 参数体系新增参数组
|
||||||
|
NO_PREFIX_BUSINESS = "YW"
|
||||||
|
NO_PREFIX_SHIPMENT = "SH"
|
||||||
|
NO_PREFIX_RECEIPT = "HK"
|
||||||
|
|
||||||
ACTION_CREATE = "新增"
|
ACTION_CREATE = "新增"
|
||||||
ACTION_UPDATE = "修改"
|
ACTION_UPDATE = "修改"
|
||||||
|
|||||||
@ -10,6 +10,7 @@
|
|||||||
"""
|
"""
|
||||||
|
|
||||||
from app.models.base import Base, TimestampMixin
|
from app.models.base import Base, TimestampMixin
|
||||||
|
from app.models.business import Business, BusinessItem, BusinessStatusLog
|
||||||
from app.models.business_role import BusinessRole
|
from app.models.business_role import BusinessRole
|
||||||
from app.models.customer import Customer, OwnershipChangeLog
|
from app.models.customer import Customer, OwnershipChangeLog
|
||||||
from app.models.login_log import LoginLog
|
from app.models.login_log import LoginLog
|
||||||
@ -17,13 +18,20 @@ from app.models.operation_log import OperationLog
|
|||||||
from app.models.param import ParamChangeBatch, ParamDefinition, ParamValue
|
from app.models.param import ParamChangeBatch, ParamDefinition, ParamValue
|
||||||
from app.models.personnel import Personnel, PersonnelPlan, PersonnelRegion
|
from app.models.personnel import Personnel, PersonnelPlan, PersonnelRegion
|
||||||
from app.models.product import Product
|
from app.models.product import Product
|
||||||
|
from app.models.rating import CustomerRatingGrade
|
||||||
|
from app.models.receipt import Receipt
|
||||||
from app.models.role import Permission, Role, RolePermission
|
from app.models.role import Permission, Role, RolePermission
|
||||||
|
from app.models.shipment import Shipment, ShipmentItem
|
||||||
from app.models.user import User, UserRole
|
from app.models.user import User, UserRole
|
||||||
|
|
||||||
__all__ = [
|
__all__ = [
|
||||||
"Base",
|
"Base",
|
||||||
|
"Business",
|
||||||
|
"BusinessItem",
|
||||||
"BusinessRole",
|
"BusinessRole",
|
||||||
|
"BusinessStatusLog",
|
||||||
"Customer",
|
"Customer",
|
||||||
|
"CustomerRatingGrade",
|
||||||
"LoginLog",
|
"LoginLog",
|
||||||
"OperationLog",
|
"OperationLog",
|
||||||
"OwnershipChangeLog",
|
"OwnershipChangeLog",
|
||||||
@ -35,8 +43,11 @@ __all__ = [
|
|||||||
"PersonnelPlan",
|
"PersonnelPlan",
|
||||||
"PersonnelRegion",
|
"PersonnelRegion",
|
||||||
"Product",
|
"Product",
|
||||||
|
"Receipt",
|
||||||
"Role",
|
"Role",
|
||||||
"RolePermission",
|
"RolePermission",
|
||||||
|
"Shipment",
|
||||||
|
"ShipmentItem",
|
||||||
"TimestampMixin",
|
"TimestampMixin",
|
||||||
"User",
|
"User",
|
||||||
"UserRole",
|
"UserRole",
|
||||||
|
|||||||
218
backend/app/models/business.py
Normal file
218
backend/app/models/business.py
Normal file
@ -0,0 +1,218 @@
|
|||||||
|
"""业务数据模型：业务单、产品明细与状态流转留痕。
|
||||||
|
|
||||||
|
- 汇总冗余列（total_* 五列）由服务层在明细/发货/回款增删改时**事务内单点
|
||||||
|
重算**，禁手工直改 —— 列表页与 M3 起付判定直接读冗余列，避免每次 JOIN
|
||||||
|
聚合；代价是所有写路径必须重算（business_service 统一收口）
|
||||||
|
- 毛利润相关值（毛利润额/毛利润率/折算毛利润额）**不落库**：它们是
|
||||||
|
sale_amount/cost_amount + 时点化阈值参数的派生值，落库会在成本调整或
|
||||||
|
参数改版后漂移出「假快照」；M2 以只读毛利润视图实时计算（复用
|
||||||
|
formula.profit_rate/converted_profit），M3 核算台账才是法定固化点
|
||||||
|
- product_category 存在明细行级：混合业务按产品逐条计算（对照表 #14）
|
||||||
|
- 运费仅记录展示，不计入毛利润口径（对照表 #2）；协助营销人员一期核算
|
||||||
|
不使用（对照表 #15 剔除协助 25% 分成），字段保留仅记录事实（需规 2.2.1）
|
||||||
|
"""
|
||||||
|
|
||||||
|
from datetime import date, datetime
|
||||||
|
from decimal import Decimal
|
||||||
|
|
||||||
|
from sqlalchemy import Date, DateTime, ForeignKey, Index, Numeric, String, text
|
||||||
|
from sqlalchemy.orm import Mapped, mapped_column
|
||||||
|
|
||||||
|
from app.models.base import (
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
TINYINT_TYPE,
|
||||||
|
Base,
|
||||||
|
TimestampMixin,
|
||||||
|
TPlusSyncMixin,
|
||||||
|
mysql_table_args,
|
||||||
|
)
|
||||||
|
|
||||||
|
# 业务状态（businesses.status，流转规则见 business_service：终态不可变更）
|
||||||
|
BUSINESS_STATUS_ACTIVE = 1
|
||||||
|
BUSINESS_STATUS_DONE = 2
|
||||||
|
BUSINESS_STATUS_TERMINATED = 3
|
||||||
|
|
||||||
|
|
||||||
|
class Business(Base, TimestampMixin, TPlusSyncMixin):
|
||||||
|
"""业务表（需求 2.2.1）：业务编号自动生成，即报表 2.4.1 的「合同编号」。"""
|
||||||
|
|
||||||
|
__tablename__ = "businesses"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"业务表（业务编号自动生成；T+同步不覆盖业务状态）",
|
||||||
|
Index("idx_businesses_customer_id", "customer_id"),
|
||||||
|
Index("idx_businesses_owner_personnel_id", "owner_personnel_id"),
|
||||||
|
Index("idx_businesses_status", "status"),
|
||||||
|
Index("idx_businesses_business_date", "business_date"),
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
business_no: Mapped[str] = mapped_column(
|
||||||
|
String(32),
|
||||||
|
nullable=False,
|
||||||
|
unique=True,
|
||||||
|
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: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("customers.id", ondelete="RESTRICT"),
|
||||||
|
nullable=False,
|
||||||
|
comment="客户ID（customers.id）",
|
||||||
|
)
|
||||||
|
business_date: Mapped[date | None] = mapped_column(Date, comment="业务日期（T+ 同步口径）")
|
||||||
|
status: Mapped[int] = mapped_column(
|
||||||
|
TINYINT_TYPE,
|
||||||
|
nullable=False,
|
||||||
|
server_default="1",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
owner_personnel_id: Mapped[int | None] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("personnel.id", ondelete="RESTRICT"),
|
||||||
|
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: Mapped[int | None] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("personnel.id", ondelete="RESTRICT"),
|
||||||
|
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: Mapped[int] = mapped_column(
|
||||||
|
TINYINT_TYPE,
|
||||||
|
nullable=False,
|
||||||
|
server_default="0",
|
||||||
|
comment="特殊业务标记：1是 0否（公司参与等）",
|
||||||
|
)
|
||||||
|
special_note: Mapped[str | None] = mapped_column(String(255), comment="特殊业务说明")
|
||||||
|
total_sale_amount: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
total_cost_amount: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
total_ship_amount: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
total_received_amount: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
total_freight_amount: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
|
||||||
|
|
||||||
|
|
||||||
|
class BusinessItem(Base, TimestampMixin):
|
||||||
|
"""业务产品明细表（需求 2.2.1/2.2.4）：毛利润的行级源数据。
|
||||||
|
|
||||||
|
product_id 可空=自由录入产品（配合「数据提取」一键入产品库）；
|
||||||
|
产品名称/规格冗余固化，防产品改名影响历史业务。
|
||||||
|
sale_amount 由服务层按 数量×单价 计算固化，不信任前端传值。
|
||||||
|
cost_amount 来源待 T+ 对接确认（可空，人工可录先行）。
|
||||||
|
"""
|
||||||
|
|
||||||
|
__tablename__ = "business_items"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"业务产品明细表（毛利润行级源数据；指导价 T+同步不覆盖）",
|
||||||
|
Index("idx_business_items_business_id", "business_id"),
|
||||||
|
Index("idx_business_items_product_id", "product_id"),
|
||||||
|
Index("idx_business_items_product_category", "product_category"),
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
business_id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("businesses.id", ondelete="RESTRICT"),
|
||||||
|
nullable=False,
|
||||||
|
comment="业务ID（businesses.id）",
|
||||||
|
)
|
||||||
|
product_id: Mapped[int | None] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("products.id", ondelete="RESTRICT"),
|
||||||
|
comment="产品ID（products.id；NULL=自由录入，未入产品库）",
|
||||||
|
)
|
||||||
|
product_name: Mapped[str] = mapped_column(
|
||||||
|
String(128), nullable=False, comment="产品名称（引用产品时冗余固化）"
|
||||||
|
)
|
||||||
|
spec_model: Mapped[str] = mapped_column(
|
||||||
|
String(128),
|
||||||
|
nullable=False,
|
||||||
|
server_default="''",
|
||||||
|
comment="规格型号（冗余固化；空串对齐 products 组合唯一键口径）",
|
||||||
|
)
|
||||||
|
unit: Mapped[str | None] = mapped_column(String(16), comment="计量单位")
|
||||||
|
product_category: Mapped[str] = mapped_column(
|
||||||
|
String(32),
|
||||||
|
nullable=False,
|
||||||
|
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: Mapped[Decimal] = mapped_column(Numeric(14, 2), nullable=False, comment="数量（>0）")
|
||||||
|
sale_price: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 4), comment="销售单价（元；T+ 同步或人工）"
|
||||||
|
)
|
||||||
|
sale_amount: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
nullable=False,
|
||||||
|
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: Mapped[Decimal | None] = mapped_column(
|
||||||
|
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: Mapped[Decimal | None] = mapped_column(
|
||||||
|
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: Mapped[str | None] = mapped_column(String(255), comment="备注")
|
||||||
|
|
||||||
|
|
||||||
|
class BusinessStatusLog(Base):
|
||||||
|
"""业务状态变更记录表（append-only，需求 2.2.1「支持状态变更记录」）。
|
||||||
|
|
||||||
|
不继承 TimestampMixin（留痕无更新语义）；business_id 为无外键的固化 ID
|
||||||
|
（businesses 建表在本表之后的迁移批次内 —— 实为同批，但留痕统一口径：
|
||||||
|
被引用方删除后记录仍完整可读，删除保护由服务层检查承担）。
|
||||||
|
首条记录在业务创建时写入（old=new=1 执行中），详情页时间线从创建起展示。
|
||||||
|
"""
|
||||||
|
|
||||||
|
__tablename__ = "business_status_logs"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"业务状态变更记录表（append-only）",
|
||||||
|
Index("idx_business_status_logs_business_id", "business_id"),
|
||||||
|
Index("idx_business_status_logs_create_time", "create_time"),
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
business_id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
comment="业务ID（固化，无外键；删除保护由服务层承担）",
|
||||||
|
)
|
||||||
|
old_status: Mapped[int] = mapped_column(
|
||||||
|
TINYINT_TYPE, nullable=False, comment="变更前状态（创建首条为 1）"
|
||||||
|
)
|
||||||
|
new_status: Mapped[int] = mapped_column(TINYINT_TYPE, nullable=False, comment="变更后状态")
|
||||||
|
change_reason: Mapped[str | None] = mapped_column(String(255), comment="变更原因（终止时必填）")
|
||||||
|
operator_id: Mapped[int | None] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("users.id", ondelete="SET NULL"),
|
||||||
|
comment="操作人ID（账号删除后置空）",
|
||||||
|
)
|
||||||
|
operator_name: Mapped[str] = mapped_column(
|
||||||
|
String(64), nullable=False, comment="操作人用户名（冗余固化）"
|
||||||
|
)
|
||||||
|
create_time: Mapped[datetime] = mapped_column(
|
||||||
|
DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
|
||||||
|
)
|
||||||
46
backend/app/models/rating.py
Normal file
46
backend/app/models/rating.py
Normal file
@ -0,0 +1,46 @@
|
|||||||
|
"""客户评级等级配置模型（需求 2.2.5）。
|
||||||
|
|
||||||
|
评级计算器定位为「仅打分工具，不影响绩效金额」（对照表 #25）：评分记录
|
||||||
|
不落库，等级**映射关系**可配置由本表承载。判定规则：按 sort_order 升序取
|
||||||
|
第一个 min_score ≤ 总分的等级 —— 单边判定避免区间边界（如 75 分）在
|
||||||
|
「≥75 且 ≤89」与「>74 且 <75」两套写法间的重叠/遗漏歧义；max_score 仅展示。
|
||||||
|
"""
|
||||||
|
|
||||||
|
from decimal import Decimal
|
||||||
|
|
||||||
|
from sqlalchemy import Integer, Numeric, String
|
||||||
|
from sqlalchemy.orm import Mapped, mapped_column
|
||||||
|
|
||||||
|
from app.models.base import BIGINT_UNSIGNED, Base, TimestampMixin, mysql_table_args
|
||||||
|
|
||||||
|
|
||||||
|
class CustomerRatingGrade(Base, TimestampMixin):
|
||||||
|
"""客户评级等级配置表（需求 2.2.5「等级对应关系可配置」）。
|
||||||
|
|
||||||
|
种子四条随迁移初始化：A 优秀 90-100 / B 良好 75-89 / C 合格 60-74 /
|
||||||
|
D 待改进 0-59。区间不重叠与 0≤min≤max≤100 由应用层校验。
|
||||||
|
"""
|
||||||
|
|
||||||
|
__tablename__ = "customer_rating_grades"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"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）"
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
grade_name: Mapped[str] = mapped_column(
|
||||||
|
String(32), nullable=False, unique=True, comment="等级名称（如 A/优秀）"
|
||||||
|
)
|
||||||
|
min_score: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(5, 1),
|
||||||
|
nullable=False,
|
||||||
|
comment="总分下限（含）；判定=按 sort_order 升序首个 min_score ≤ 总分",
|
||||||
|
)
|
||||||
|
max_score: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(5, 1), nullable=False, comment="总分上限（展示用）"
|
||||||
|
)
|
||||||
|
sort_order: Mapped[int] = mapped_column(
|
||||||
|
Integer, nullable=False, server_default="0", comment="排序（判定顺序，升序）"
|
||||||
|
)
|
||||||
|
remark: Mapped[str | None] = mapped_column(String(255), comment="说明")
|
||||||
83
backend/app/models/receipt.py
Normal file
83
backend/app/models/receipt.py
Normal file
@ -0,0 +1,83 @@
|
|||||||
|
"""回款模型：回款记录与批次追溯。
|
||||||
|
|
||||||
|
- shipment_id 为**手动指定**的发货批次（对照表 #18）：可空=暂未指定；
|
||||||
|
必须与 business_id 同属一个业务（服务层强校验，无数据库级约束可表达
|
||||||
|
跨表同属关系）；指定后回款天数方可由 formula.payment_days 派生
|
||||||
|
- settlement_status 是 **M3 核算防重锚点**（需规 2.3.3「每笔回款仅核算一次，
|
||||||
|
台账记录核销状态」）：预置于本表避免 M3 反向迁移改 M2 表；M3 台账建立后
|
||||||
|
由核算服务写入，M2 仅维护 0（未核算）
|
||||||
|
- receipt_date 是 M3 参数版本匹配日（对照表 #11：按回款到账日取时点参数）
|
||||||
|
- 一期禁负数金额（≥0）：红字/退款冲销需求出现时先补设计再放开
|
||||||
|
"""
|
||||||
|
|
||||||
|
from datetime import date
|
||||||
|
from decimal import Decimal
|
||||||
|
|
||||||
|
from sqlalchemy import Date, ForeignKey, Index, Numeric, String
|
||||||
|
from sqlalchemy.orm import Mapped, mapped_column
|
||||||
|
|
||||||
|
from app.models.base import (
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
TINYINT_TYPE,
|
||||||
|
Base,
|
||||||
|
TimestampMixin,
|
||||||
|
TPlusSyncMixin,
|
||||||
|
mysql_table_args,
|
||||||
|
)
|
||||||
|
|
||||||
|
# 绩效核算状态（receipts.settlement_status）
|
||||||
|
SETTLEMENT_PENDING = 0
|
||||||
|
SETTLEMENT_DONE = 1
|
||||||
|
|
||||||
|
|
||||||
|
class Receipt(Base, TimestampMixin, TPlusSyncMixin):
|
||||||
|
"""回款表（需求 2.2.3）：按业务登记到账款项，批次号系统内唯一。"""
|
||||||
|
|
||||||
|
__tablename__ = "receipts"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"回款表（手动指定发货批次；已核算回款禁改禁删）",
|
||||||
|
Index("idx_receipts_business_id", "business_id"),
|
||||||
|
Index("idx_receipts_receipt_date", "receipt_date"),
|
||||||
|
Index("idx_receipts_settlement_status", "settlement_status"),
|
||||||
|
Index("idx_receipts_shipment_id", "shipment_id"),
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
receipt_batch_no: Mapped[str] = mapped_column(
|
||||||
|
String(32),
|
||||||
|
nullable=False,
|
||||||
|
unique=True,
|
||||||
|
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: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("businesses.id", ondelete="RESTRICT"),
|
||||||
|
nullable=False,
|
||||||
|
comment="业务ID（businesses.id）",
|
||||||
|
)
|
||||||
|
shipment_id: Mapped[int | None] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("shipments.id", ondelete="RESTRICT"),
|
||||||
|
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: Mapped[date] = mapped_column(
|
||||||
|
Date, nullable=False, comment="回款到账日（M3 按此日匹配参数版本，对照表 #11）"
|
||||||
|
)
|
||||||
|
amount: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(14, 2), nullable=False, comment="回款金额（≥0；一期禁负数/红字）"
|
||||||
|
)
|
||||||
|
is_barter: Mapped[int] = mapped_column(
|
||||||
|
TINYINT_TYPE,
|
||||||
|
nullable=False,
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
settlement_status: Mapped[int] = mapped_column(
|
||||||
|
TINYINT_TYPE,
|
||||||
|
nullable=False,
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
|
||||||
115
backend/app/models/shipment.py
Normal file
115
backend/app/models/shipment.py
Normal file
@ -0,0 +1,115 @@
|
|||||||
|
"""发货模型：发货单与发货产品明细。
|
||||||
|
|
||||||
|
- ship_date 是**回款天数计算基准日**（对照表 #1：发货日首日计第 1 天），
|
||||||
|
回款指定本发货单后由 formula.payment_days 派生回款天数，不在本表落库
|
||||||
|
- 运费仅记录展示，不计入毛利润口径（对照表 #2）
|
||||||
|
- total_amount 为明细行汇总冗余，服务层事务内维护
|
||||||
|
"""
|
||||||
|
|
||||||
|
from datetime import date
|
||||||
|
from decimal import Decimal
|
||||||
|
|
||||||
|
from sqlalchemy import Date, ForeignKey, Index, Numeric, String
|
||||||
|
from sqlalchemy.orm import Mapped, mapped_column
|
||||||
|
|
||||||
|
from app.models.base import (
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
Base,
|
||||||
|
TimestampMixin,
|
||||||
|
TPlusSyncMixin,
|
||||||
|
mysql_table_args,
|
||||||
|
)
|
||||||
|
|
||||||
|
|
||||||
|
class Shipment(Base, TimestampMixin, TPlusSyncMixin):
|
||||||
|
"""发货单表（需求 2.2.2）：每笔发货对应一个业务，支持分批发货。"""
|
||||||
|
|
||||||
|
__tablename__ = "shipments"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"发货单表（发货日为回款天数基准日，发货日首日计第 1 天）",
|
||||||
|
Index("idx_shipments_business_id", "business_id"),
|
||||||
|
Index("idx_shipments_ship_date", "ship_date"),
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
shipment_no: Mapped[str] = mapped_column(
|
||||||
|
String(32),
|
||||||
|
nullable=False,
|
||||||
|
unique=True,
|
||||||
|
comment="发货单号，自动生成 SH{YYYYMMDD}-{4位当日序号}（内部追溯用）",
|
||||||
|
)
|
||||||
|
business_id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("businesses.id", ondelete="RESTRICT"),
|
||||||
|
nullable=False,
|
||||||
|
comment="业务ID（businesses.id；终态业务禁止新发货）",
|
||||||
|
)
|
||||||
|
ship_date: Mapped[date] = mapped_column(
|
||||||
|
Date, nullable=False, comment="发货日期（回款天数基准日，发货日首日=第 1 天）"
|
||||||
|
)
|
||||||
|
freight_amount: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
nullable=False,
|
||||||
|
server_default="0",
|
||||||
|
comment="运费金额（仅记录展示；不计入毛利润口径，对照表 #2）",
|
||||||
|
)
|
||||||
|
total_amount: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
nullable=False,
|
||||||
|
server_default="0",
|
||||||
|
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）",
|
||||||
|
)
|
||||||
|
remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
|
||||||
|
|
||||||
|
|
||||||
|
class ShipmentItem(Base, TimestampMixin):
|
||||||
|
"""发货产品明细表（需求 2.2.2）：记录发货的产品名称、规格、数量等。
|
||||||
|
|
||||||
|
价格口径两可（T+ 供价或人工录入，待 IT 确认）：sale_price 可空人工补，
|
||||||
|
amount 由服务层按 数量×单价 计算固化。
|
||||||
|
"""
|
||||||
|
|
||||||
|
__tablename__ = "shipment_items"
|
||||||
|
__table_args__ = mysql_table_args(
|
||||||
|
"发货产品明细表",
|
||||||
|
Index("idx_shipment_items_shipment_id", "shipment_id"),
|
||||||
|
Index("idx_shipment_items_product_id", "product_id"),
|
||||||
|
)
|
||||||
|
|
||||||
|
id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
|
||||||
|
)
|
||||||
|
shipment_id: Mapped[int] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("shipments.id", ondelete="RESTRICT"),
|
||||||
|
nullable=False,
|
||||||
|
comment="发货单ID（shipments.id）",
|
||||||
|
)
|
||||||
|
product_id: Mapped[int | None] = mapped_column(
|
||||||
|
BIGINT_UNSIGNED,
|
||||||
|
ForeignKey("products.id", ondelete="RESTRICT"),
|
||||||
|
comment="产品ID（products.id；NULL=自由录入）",
|
||||||
|
)
|
||||||
|
product_name: Mapped[str] = mapped_column(
|
||||||
|
String(128), nullable=False, comment="产品名称（引用产品时冗余固化）"
|
||||||
|
)
|
||||||
|
spec_model: Mapped[str] = mapped_column(
|
||||||
|
String(128),
|
||||||
|
nullable=False,
|
||||||
|
server_default="''",
|
||||||
|
comment="规格型号（冗余固化；空串对齐 products 组合唯一键口径）",
|
||||||
|
)
|
||||||
|
unit: Mapped[str | None] = mapped_column(String(16), comment="计量单位")
|
||||||
|
quantity: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(14, 2), nullable=False, comment="发货数量（>0）"
|
||||||
|
)
|
||||||
|
sale_price: Mapped[Decimal | None] = mapped_column(
|
||||||
|
Numeric(14, 4), comment="发货单价（元；T+ 同步或人工，口径待 IT 确认）"
|
||||||
|
)
|
||||||
|
amount: Mapped[Decimal] = mapped_column(
|
||||||
|
Numeric(14, 2),
|
||||||
|
nullable=False,
|
||||||
|
comment="行金额 = 数量×单价（服务层计算固化，不信任前端传值）",
|
||||||
|
)
|
||||||
@ -29,6 +29,13 @@ EXPECTED_TABLES = {
|
|||||||
"products",
|
"products",
|
||||||
"customers",
|
"customers",
|
||||||
"ownership_change_logs",
|
"ownership_change_logs",
|
||||||
|
"businesses",
|
||||||
|
"business_items",
|
||||||
|
"business_status_logs",
|
||||||
|
"shipments",
|
||||||
|
"shipment_items",
|
||||||
|
"receipts",
|
||||||
|
"customer_rating_grades",
|
||||||
}
|
}
|
||||||
|
|
||||||
# 单复数同形的集合名词：本身即复数语义，不受「以 s 结尾」检查约束
|
# 单复数同形的集合名词：本身即复数语义，不受「以 s 结尾」检查约束
|
||||||
|
|||||||
@ -459,6 +459,210 @@ INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_t
|
|||||||
(18, 15, '', '2026-01-01', '18000', 1),
|
(18, 15, '', '2026-01-01', '18000', 1),
|
||||||
(19, 16, '', '2026-01-01', '3000', 1);
|
(19, 16, '', '2026-01-01', '3000', 1);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 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）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
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 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',
|
||||||
|
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',
|
||||||
|
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',
|
||||||
|
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',
|
||||||
|
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',
|
||||||
|
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 uk_businesses_business_no UNIQUE (business_no),
|
||||||
|
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 fk_businesses_assistant_personnel_id FOREIGN KEY(assistant_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
|
||||||
|
)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);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 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）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
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 DECIMAL(14, 2) NOT NULL COMMENT '数量（>0）',
|
||||||
|
sale_price DECIMAL(14, 4) COMMENT '销售单价（元；T+ 同步或人工）',
|
||||||
|
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）',
|
||||||
|
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）',
|
||||||
|
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）',
|
||||||
|
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);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 业务状态变更记录表（V5 迁移，append-only；创建时写首条 old=new=1）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
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);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 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）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
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 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',
|
||||||
|
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',
|
||||||
|
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 uk_shipments_shipment_no UNIQUE (shipment_no),
|
||||||
|
CONSTRAINT fk_shipments_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT
|
||||||
|
)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);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 发货产品明细表（V5 迁移）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
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 DECIMAL(14, 2) NOT NULL COMMENT '发货数量（>0）',
|
||||||
|
sale_price DECIMAL(14, 4) COMMENT '发货单价（元；T+ 同步或人工，口径待 IT 确认）',
|
||||||
|
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）',
|
||||||
|
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_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT,
|
||||||
|
CONSTRAINT fk_shipment_items_product_id FOREIGN KEY(product_id) REFERENCES products (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);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 回款表（V5 迁移；手动指定发货批次，已核算回款禁改禁删）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
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 DECIMAL(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 uk_receipts_receipt_batch_no UNIQUE (receipt_batch_no),
|
||||||
|
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
|
||||||
|
)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);
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 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）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
CREATE TABLE customer_rating_grades (
|
||||||
|
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||||
|
grade_name VARCHAR(32) NOT NULL COMMENT '等级名称（如 A/优秀）',
|
||||||
|
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',
|
||||||
|
max_score DECIMAL(5, 1) NOT NULL COMMENT '总分上限（展示用）',
|
||||||
|
sort_order INT NOT NULL COMMENT '排序（判定顺序，升序）' DEFAULT '0',
|
||||||
|
remark VARCHAR(255) COMMENT '说明',
|
||||||
|
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_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;
|
||||||
|
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
-- 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）
|
||||||
|
-- ---------------------------------------------------------------------------
|
||||||
|
INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES
|
||||||
|
('A', 90, 100, 1, '优秀'),
|
||||||
|
('B', 75, 89, 2, '良好'),
|
||||||
|
('C', 60, 74, 3, '合格'),
|
||||||
|
('D', 0, 59, 4, '待改进');
|
||||||
|
|
||||||
-- ---------------------------------------------------------------------------
|
-- ---------------------------------------------------------------------------
|
||||||
-- 迁移版本记录：须等于当前 head，使 alembic upgrade head 成为空操作
|
-- 迁移版本记录：须等于当前 head，使 alembic upgrade head 成为空操作
|
||||||
-- ---------------------------------------------------------------------------
|
-- ---------------------------------------------------------------------------
|
||||||
@ -467,4 +671,4 @@ CREATE TABLE alembic_version (
|
|||||||
CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
|
CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
|
||||||
)CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;
|
)CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;
|
||||||
|
|
||||||
INSERT INTO alembic_version (version_num) VALUES ('e1133a7c670a');
|
INSERT INTO alembic_version (version_num) VALUES ('8efc189b131f');
|
||||||
|
|||||||
186
db/migration/V5__add_business_data_tables.sql
Normal file
186
db/migration/V5__add_business_data_tables.sql
Normal file
@ -0,0 +1,186 @@
|
|||||||
|
-- Running upgrade e1133a7c670a -> 8efc189b131f
|
||||||
|
|
||||||
|
CREATE TABLE customer_rating_grades (
|
||||||
|
id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
|
||||||
|
grade_name VARCHAR(32) NOT NULL COMMENT '等级名称（如 A/优秀）',
|
||||||
|
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',
|
||||||
|
max_score NUMERIC(5, 1) NOT NULL COMMENT '总分上限（展示用）',
|
||||||
|
sort_order INTEGER NOT NULL COMMENT '排序（判定顺序，升序）' DEFAULT '0',
|
||||||
|
remark VARCHAR(255) COMMENT '说明',
|
||||||
|
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_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';
|
||||||
|
|
||||||
115
db/queries/业务数据.sql
Normal file
115
db/queries/业务数据.sql
Normal file
@ -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;
|
||||||
Loading…
Reference in New Issue
Block a user