feat(migration): V6 系统设置/二次分配/审批表与角色参数种子

- 新增 system_settings（公司信息单行）/ business_secondary_allocations（二次分配明细，比例不强制合计满额，分摊计算待澄清另批）/ approval_orders+ approval_steps（三级审批状态机，开关关闭自动通过留痕） - roles 种子新增营销后勤/财务/领导三职能角色；内置保护改 BUILTIN_ROLE_CODES 白名单（roles 表无 is_builtin 列，不加列） - PARAM_REGISTRY 首例 BOOL：两个审批开关（16→18 项，种子双写） - 双轨同步：V6 导出 SQL + init-dev.sql（表/索引/种子/版本号 79bcc5aa98d4） - 测试同步：EXPECTED_TABLES 四新表、角色种子断言 5 角色、目录断言 18 项八分组、BOOL 校验边界；迁移 downgrade 修 1553（只保留 drop_table）并补行级种子反向清理 Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-10-15 17:25:23 +08:00
1 parent 94c49138bf
commit acf87fdfdc
@@ -16,6 +16,10 @@
 SET NAMES utf8mb4;

 -- 删除顺序遵循外键依赖：先删子表
+DROP TABLE IF EXISTS `approval_steps`;
+DROP TABLE IF EXISTS `approval_orders`;
+DROP TABLE IF EXISTS `business_secondary_allocations`;
+DROP TABLE IF EXISTS `system_settings`;
 DROP TABLE IF EXISTS `param_values`;
 DROP TABLE IF EXISTS `param_change_batches`;
 DROP TABLE IF EXISTS `param_definitions`;
@@ -408,6 +412,14 @@ INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('admin

 INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('user', '普通用户', '业务操作', 2);

+-- 2026-10-15 复核审批补充需求：三个职能登录角色（与 V6 迁移种子一致；
+-- 内置保护由 role_service 的 BUILTIN_ROLE_CODES 白名单承担）
+INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('marketing_ops', '营销后勤', '提交与录入（审批链第一节点：月结/二次分配提交）', 3);
+
+INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('finance', '财务', '复核（审批链第二节点）', 4);
+
+INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('leader', '领导', '审核（审批链第三节点；全览只读）', 5);
+
 -- ---------------------------------------------------------------------------
 -- 字典数据：业务岗位与计提参数（与 V3 迁移种子一致；口径依据 2026-10-12 业务裁决）
 -- 显式指定 id：param_values 按 param_id 引用定义，与迁移种子保持同源一致
@@ -436,7 +448,9 @@ INSERT INTO param_definitions (id, param_code, param_name, param_group, value_ty
 (13, 'product.threshold', '折算毛利润额阈值', '产品阈值', 'DECIMAL', '%', 'PRODUCT_CATEGORY', NULL, '30', '0', '100', '折算毛利润额 = 销售额 ×(毛利润率 − 阈值)；市政水利 30%、轨交 20%', 13),
 (14, 'salary.basic.mode', '月工资基本工资口径', '月工资口径', 'ENUM', NULL, 'BUSINESS_ROLE', 'INCLUDE|DEDUCT|EXCLUDE', 'INCLUDE', NULL, NULL, 'INCLUDE含基本工资 / DEDUCT扣除基本工资 / EXCLUDE不计', 14),
 (15, 'probation.annual.threshold', '试用期年累计结算阈值', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '18000', '0', NULL, '试用期年累计绩效超过此值部分年底一次性结算', 15),
-(16, 'probation.salary.basic', '试用期基本工资标准', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '3000', '0', NULL, '试用期仅发基本工资、不发放绩效（归属待 M2 复核）', 16);
+(16, 'probation.salary.basic', '试用期基本工资标准', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '3000', '0', NULL, '试用期仅发基本工资、不发放绩效（归属待 M2 复核）', 16),
+(17, 'approval.secondary_allocation.enabled', '二次分配审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '0=二次分配方案提交即生效（系统自动通过全节点留痕，留痕不断链）；1=提交后进入财务复核→领导审核审批流（2026-10-15 复核审批补充需求）', 17),
+(18, 'approval.monthly_settlement.enabled', '月度结算审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '预留参数：月度结算审批链开关（M3 ④ 月结子块接入时消费）；0=结算生成即生效，1=走财务复核→领导审核审批流', 18);

 INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES
 (1, 1, 'salesperson', '2026-02-17', '10', 1),
@@ -457,7 +471,9 @@ INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_t
 (16, 14, 'salesperson', '2026-01-01', 'INCLUDE', 1),
 (17, 14, 'sales_manager', '2026-01-01', 'DEDUCT', 1),
 (18, 15, '', '2026-01-01', '18000', 1),
-(19, 16, '', '2026-01-01', '3000', 1);
+(19, 16, '', '2026-01-01', '3000', 1),
+(20, 17, '', '2026-01-01', '0', 1),
+(21, 18, '', '2026-01-01', '0', 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）
@@ -663,6 +679,72 @@ INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order
 ('C', 60, 74, 3, '合格'),
 ('D', 0, 59, 4, '待改进');

+-- ---------------------------------------------------------------------------
+-- 系统设置/二次分配/审批（V6 迁移；公司信息单行；分摊计算待澄清另批）
+-- ---------------------------------------------------------------------------
+CREATE TABLE system_settings (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    company_name VARCHAR(64) NOT NULL COMMENT '公司名称（登录页与导出页眉展示）',
+    logo_path VARCHAR(255) COMMENT 'logo 相对路径（文件存 uploads/logo/，null=未上传使用默认）',
+    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_system_settings PRIMARY KEY (id)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='系统设置表（公司信息，全系统单行）' COLLATE utf8mb4_general_ci;
+
+CREATE TABLE approval_orders (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    order_no VARCHAR(32) NOT NULL COMMENT '审批单号，自动生成 AP{YYYYMMDD}-{4位当日序号}',
+    order_type TINYINT NOT NULL COMMENT '审批对象类型：1二次分配方案 2月度结算（预留）',
+    ref_id BIGINT UNSIGNED NOT NULL COMMENT '引用对象ID（order_type=1 时为 businesses.id；固化无外键，删除保护由服务层承担）',
+    refer_no VARCHAR(32) NOT NULL COMMENT '引用对象单号（冗余固化，列表页免联查）',
+    status TINYINT NOT NULL COMMENT '审批状态：1待财务复核 2待领导审核 3已通过 4已驳回 5已撤回' DEFAULT '1',
+    submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）',
+    submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）',
+    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_approval_orders PRIMARY KEY (id),
+    CONSTRAINT uk_approval_orders_order_no UNIQUE (order_no),
+    CONSTRAINT fk_approval_orders_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='审批单表（营销后勤提交→财务复核→领导审核；开关关闭时自动通过留痕）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_approval_orders_type_status ON approval_orders (order_type, status);
+
+CREATE TABLE approval_steps (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    order_id BIGINT UNSIGNED NOT NULL COMMENT '审批单ID（approval_orders.id；单删记录随删）',
+    node TINYINT NOT NULL COMMENT '审批节点：0撤回留痕 1财务复核 2领导审核',
+    action TINYINT NOT NULL COMMENT '动作：1通过 2驳回 3自动通过 4撤回',
+    opinion VARCHAR(255) COMMENT '审批意见（驳回时填写）',
+    operator_id BIGINT UNSIGNED COMMENT '操作人ID（自动通过/系统动作置空）',
+    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化；系统动作记「系统」）',
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT pk_approval_steps PRIMARY KEY (id),
+    CONSTRAINT fk_approval_steps_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL,
+    CONSTRAINT fk_approval_steps_order_id FOREIGN KEY(order_id) REFERENCES approval_orders (id) ON DELETE CASCADE
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='审批节点记录表（append-only；自动通过/撤回均有留痕）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_approval_steps_order_id ON approval_steps (order_id);
+
+CREATE TABLE business_secondary_allocations (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id；业务删除随删）',
+    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '参与业务员ID（personnel.id；被方案引用禁删）',
+    personnel_name VARCHAR(64) NOT NULL COMMENT '参与业务员姓名（冗余固化，离职后回显有名）',
+    ratio DECIMAL(5, 2) NOT NULL COMMENT '分摊比例（0-100 两位小数；不要求合计满额，余额归属待澄清#2）',
+    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_secondary_allocations PRIMARY KEY (id),
+    CONSTRAINT fk_business_secondary_allocations_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE CASCADE,
+    CONSTRAINT fk_business_secondary_allocations_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务二次分配方案明细表（合同建立时录入；比例不要求合计满额，余额归属待澄清）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_business_secondary_allocations_business_id ON business_secondary_allocations (business_id);
+
+CREATE INDEX idx_business_secondary_allocations_personnel_id ON business_secondary_allocations (personnel_id);
+
+-- 公司信息单行（system_settings 恒为一行，id=1 由迁移保底）
+INSERT INTO system_settings (id, company_name, logo_path) VALUES (1, '衍水集团', NULL);
+
 -- ---------------------------------------------------------------------------
 -- 迁移版本记录：须等于当前 head，使 alembic upgrade head 成为空操作
 -- ---------------------------------------------------------------------------
@@ -671,4 +753,4 @@ CREATE TABLE alembic_version (
    CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
 )CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;

-INSERT INTO alembic_version (version_num) VALUES ('8efc189b131f');
+INSERT INTO alembic_version (version_num) VALUES ('79bcc5aa98d4');
@@ -0,0 +1,80 @@
+-- Running upgrade 8efc189b131f -> 79bcc5aa98d4
+
+CREATE TABLE system_settings (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    company_name VARCHAR(64) NOT NULL COMMENT '公司名称（登录页与导出页眉展示）', 
+    logo_path VARCHAR(255) COMMENT 'logo 相对路径（文件存 uploads/logo/，null=未上传使用默认）', 
+    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_system_settings PRIMARY KEY (id)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='系统设置表（公司信息，全系统单行）' COLLATE utf8mb4_general_ci;
+
+CREATE TABLE approval_orders (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    order_no VARCHAR(32) NOT NULL COMMENT '审批单号，自动生成 AP{YYYYMMDD}-{4位当日序号}', 
+    order_type TINYINT NOT NULL COMMENT '审批对象类型：1二次分配方案 2月度结算（预留）', 
+    ref_id BIGINT UNSIGNED NOT NULL COMMENT '引用对象ID（order_type=1 时为 businesses.id；固化无外键，删除保护由服务层承担）', 
+    refer_no VARCHAR(32) NOT NULL COMMENT '引用对象单号（冗余固化，列表页免联查）', 
+    status TINYINT NOT NULL COMMENT '审批状态：1待财务复核 2待领导审核 3已通过 4已驳回 5已撤回' DEFAULT '1', 
+    submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）', 
+    submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）', 
+    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_approval_orders PRIMARY KEY (id), 
+    CONSTRAINT fk_approval_orders_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL, 
+    CONSTRAINT uk_approval_orders_order_no UNIQUE (order_no)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='审批单表（营销后勤提交→财务复核→领导审核；开关关闭时自动通过留痕）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_approval_orders_type_status ON approval_orders (order_type, status);
+
+CREATE TABLE approval_steps (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    order_id BIGINT UNSIGNED NOT NULL COMMENT '审批单ID（approval_orders.id；单删记录随删）', 
+    node TINYINT NOT NULL COMMENT '审批节点：0撤回留痕 1财务复核 2领导审核', 
+    action TINYINT NOT NULL COMMENT '动作：1通过 2驳回 3自动通过 4撤回', 
+    opinion VARCHAR(255) COMMENT '审批意见（驳回时填写）', 
+    operator_id BIGINT UNSIGNED COMMENT '操作人ID（自动通过/系统动作置空）', 
+    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化；系统动作记「系统」）', 
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP, 
+    CONSTRAINT pk_approval_steps PRIMARY KEY (id), 
+    CONSTRAINT fk_approval_steps_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL, 
+    CONSTRAINT fk_approval_steps_order_id FOREIGN KEY(order_id) REFERENCES approval_orders (id) ON DELETE CASCADE
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='审批节点记录表（append-only；自动通过/撤回均有留痕）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_approval_steps_order_id ON approval_steps (order_id);
+
+CREATE TABLE business_secondary_allocations (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id；业务删除随删）', 
+    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '参与业务员ID（personnel.id；被方案引用禁删）', 
+    personnel_name VARCHAR(64) NOT NULL COMMENT '参与业务员姓名（冗余固化，离职后回显有名）', 
+    ratio NUMERIC(5, 2) NOT NULL COMMENT '分摊比例（0-100 两位小数；不要求合计满额，余额归属待澄清#2）', 
+    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_secondary_allocations PRIMARY KEY (id), 
+    CONSTRAINT fk_business_secondary_allocations_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE CASCADE, 
+    CONSTRAINT fk_business_secondary_allocations_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务二次分配方案明细表（合同建立时录入；比例不要求合计满额，余额归属待澄清）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_business_secondary_allocations_business_id ON business_secondary_allocations (business_id);
+
+CREATE INDEX idx_business_secondary_allocations_personnel_id ON business_secondary_allocations (personnel_id);
+
+INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('marketing_ops', '营销后勤', '提交与录入（审批链第一节点：月结/二次分配提交）', 3);
+
+INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('finance', '财务', '复核（审批链第二节点）', 4);
+
+INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('leader', '领导', '审核（审批链第三节点；全览只读）', 5);
+
+INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order, status) VALUES (17, 'approval.secondary_allocation.enabled', '二次分配审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '0=二次分配方案提交即生效（系统自动通过全节点留痕，留痕不断链）；1=提交后进入财务复核→领导审核审批流（2026-10-15 复核审批补充需求）', 17, 1);
+
+INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order, status) VALUES (18, 'approval.monthly_settlement.enabled', '月度结算审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '预留参数：月度结算审批链开关（M3 ④ 月结子块接入时消费）；0=结算生成即生效，1=走财务复核→领导审核审批流', 18, 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (20, 17, '', '2026-01-01', '0', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (21, 18, '', '2026-01-01', '0', 1);
+
+INSERT INTO system_settings (id, company_name, logo_path) VALUES (1, '衍水集团', NULL);
+
+UPDATE alembic_version SET version_num='79bcc5aa98d4' WHERE alembic_version.version_num = '8efc189b131f';
+