merge: 收口工作台分页、客户等级徽标与文案中文化至 main

- backend/README 新增「面向业务人员的文案」约定：param_registry 的
  description 是唯一显示源、枚举值在页面上必须翻译、报错要给下一步、
  init-dev.sql 种子必须与 registry 同源、模板层禁止出现开发者语汇
- frontend/README 增补侧栏层级口径、最近动态独立分页端点，以及分页的
  两个坑（v-loading 不要罩到分页条上、翻页失败必须退回实际显示页）
- backend/tests/README 记录本轮运行结果

Co-Authored-By: Claude Code <noreply@anthropic.com>

.gitignore

@@ -26,7 +26,10 @@ out/
 
 # 日志
 *.log
-logs/
+# 后端运行日志目录（core/logging.py 创建）。
+# 不要写成裸 `logs/` —— 那会匹配任意层级的同名目录，曾把
+# frontend/src/views/system/logs 整个吞掉（文件进不了版本库）
+/backend/logs/
 
 # IDE
 .idea/
@@ -42,8 +45,9 @@ htmlcov/
 .mypy_cache/
 .ruff_cache/
 .tox/
-# 端到端测试产出的截图
-frontend/e2e/*.png
+# 端到端测试产出的截图（脚本以相对路径 e2e/failure.png 落盘，在不同 CWD
+# 下会落到 frontend/e2e/ 或 frontend/e2e/e2e/，用 ** 一并覆盖）
+frontend/e2e/**/*.png
 
 # 临时文件
 *.tmp
@@ -54,3 +58,19 @@ frontend/e2e/*.png
 
 # 备份
 backup/
+.claude
+CLAUDE.md
+
+# 运行期上传物（公司 logo 等）：与构建产物隔离，不入版本库
+backend/uploads/
+# 数据库备份导出目录（⑨ 备份脚本产物）
+db/backups/
+
+# 外部参考资料（2026-10-20）：T+12.3 数据字典压缩包与解压目录不入版本库
+docs/**/*.rar
+docs/T_12.3数据字典/
+# macOS 压缩包残留元数据
+__MACOSX/
+
+# AI 辅助生成文档的临时工作目录（脚本、预览截图），不入版本库
+.tmpdocx/

README.md

@@ -2,7 +2,7 @@
 
 营销人员绩效工资核算系统。后端 Python/FastAPI，前端 Vue 3，数据存 MySQL，会话与缓存在 Redis。
 
-> 当前进度：登录鉴权链路已跑通（验证码 / JWT / 限流 / 登出黑名单 / 登录日志）。业务模块（基础数据、业务数据、绩效核算、报表）待需求澄清后开发。
+> 当前进度：登录鉴权与系统管理（用户/角色/操作日志/日志查询）已完成，前端具备应用布局框架。业务模块（基础数据、业务数据、绩效核算、报表）待需求澄清后开发。
 
 ## 快速开始
 
@@ -81,7 +81,8 @@ pnpm type-check                 # 类型检查
 pnpm build                      # 类型检查 + 生产构建
 
 # 浏览器端到端（需容器、后端、前端都在运行）
-python e2e/login_flow.py
+python e2e/login_flow.py           # 登录链路 8 项
+python e2e/system_management.py    # 系统管理 13 项
 ```
 
 ## 目录结构

backend/README.md

@@ -1,11 +1,13 @@
 # 后端
 
-> AI摘要：衍水集团营销人员工资管理系统的后端服务。FastAPI + SQLAlchemy（同步）+ MySQL + Redis，Python 3.12 由 uv 锁定。六层结构 `api / services / repositories / models / schemas / core`。当前实现登录鉴权与健康检查，业务模块待需求澄清后开发。
+> AI摘要：衍水集团营销人员工资管理系统的后端服务。FastAPI + SQLAlchemy（同步）+ MySQL + Redis，Python 3.12 由 uv 锁定。六层结构 `api / services / repositories / models / schemas / core`。已实现登录鉴权、系统管理（用户/角色/操作日志/日志查询）与 M1 参数体系（岗位角色管理、计提参数版本化/留痕/对比/预览/导出，2026-10-13）；业务模块（基础/业务数据、核算、报表）按路线图推进。
 
 ## 职责
 
 - 提供 REST 接口（统一前缀 `/api`）
 - 登录鉴权：图形验证码、JWT、登录限流、登出黑名单、登录日志
+- 系统管理（需求 2.5.1）：用户管理、角色管理、岗位角色（#28 可扩展+公式模板绑定）、操作日志（自动审计）、操作与登录日志查询
+- 计提参数体系（需求 #28）：16 项参数目录、按生效日期版本化（回款到账日取值）、变更批次留痕/对比/导出、计算预览
 - 后续承担：基础数据、业务数据、绩效核算、报表统计、T+ 数据同步
 
 ## 技术栈与版本
@@ -53,12 +55,91 @@ app/
 | POST | `/api/v1/auth/logout` | 是 | 令牌入黑名单，立即失效 |
 | GET | `/api/v1/auth/me` | 是 | 当前用户与角色 |
 
+### 系统管理接口（需求 2.5.1，全部要求管理员权限）
+
+| 方法 | 路径 | 说明 |
+| --- | --- | --- |
+| GET / POST | `/api/v1/system/users` | 用户列表（分页/筛选）/ 新增用户 |
+| GET / PUT / DELETE | `/api/v1/system/users/{id}` | 用户详情 / 编辑（含角色分配）/ 删除（物理删除） |
+| PUT | `/api/v1/system/users/{id}/password` | 重置密码（提升令牌版本，旧令牌立即失效） |
+| PUT | `/api/v1/system/users/{id}/status` | 启用 / 禁用（禁用同样提升令牌版本） |
+| GET | `/api/v1/system/users/meta/roles` | 角色下拉选项（仅启用角色） |
+| GET / POST | `/api/v1/system/roles` | 角色列表（含停用与绑定用户数）/ 新增角色 |
+| PUT / DELETE | `/api/v1/system/roles/{id}` | 编辑（不含编码）/ 删除（内置与有绑定的角色受保护） |
+| PUT | `/api/v1/system/roles/{id}/status` | 启用 / 禁用（内置 admin 禁停） |
+| GET | `/api/v1/system/operation-logs` | 操作日志查询（操作人/模块/操作/结果/时间范围；**不含 request_data** 大字段） |
+| GET | `/api/v1/system/operation-logs/{id}` | 操作日志详情（含已脱敏的请求参数，展开行懒加载） |
+| GET | `/api/v1/system/login-logs` | 登录日志查询（用户名/IP/结果/时间范围） |
+
+### 基础数据接口（需求 2.1，登录即可 —— 业务操作不要求管理员）
+
+| 方法 | 路径 | 说明 |
+| --- | --- | --- |
+| GET / POST | `/api/v1/base/personnel` | 人员列表（姓名模糊/状态/岗位筛选，附岗位与经理名）/ 新增（岗位须启用；经理非自己且在职） |
+| GET / PUT / DELETE | `/api/v1/base/personnel/{id}` | 详情（附区域与计划）/ 编辑 / 删除（被团队成员或客户归属引用 → 400 引导改离职） |
+| PUT | `/api/v1/base/personnel/{id}/status` | 在职 / 离职切换 |
+| PUT | `/api/v1/base/personnel/{id}/regions` | 辐射区域全量替换（空列表即清空） |
+| PUT | `/api/v1/base/personnel/{id}/plans` | 市场拓展计划全量替换 |
+| GET / POST | `/api/v1/base/products` | 产品列表（名称/规格模糊、类别/状态筛选）/ 新增（类别值域校验；名称+规格组合唯一） |
+| GET / PUT / DELETE | `/api/v1/base/products/{id}` | 详情 / 编辑 / 删除（被业务明细引用保护在业务表就位后生效） |
+| PUT | `/api/v1/base/products/{id}/status` | 启用 / 停用 |
+| GET / POST | `/api/v1/base/customers` | 客户列表（公司/负责人模糊、分类/归属筛选；`order_by=rating_score` 按评分排序，未评分垫底）/ 新增（分类值域；公司名+负责人唯一） |
+| GET / PUT / DELETE | `/api/v1/base/customers/{id}` | 详情 / 编辑（**不触归属**）/ 删除 |
+| PUT | `/api/v1/base/customers/{id}/rating` | 保存评级（评级计算器「保存评分」；只写 `rating_score`/`rating_time`，五项明细不落库 #25） |
+| PUT | `/api/v1/base/customers/{id}/ownership` | 归属变更（同事务写留痕；只影响变更后核算，不回溯历史 #19） |
+| GET | `/api/v1/base/customers/{id}/ownership-logs` | 归属变更留痕分页（join 人员出姓名） |
+
+### 业务数据接口（需求 2.2，登录即可）
+
+| 方法 | 路径 | 说明 |
+| --- | --- | --- |
+| GET / POST | `/api/v1/business/businesses` | 业务列表（编号/公司名模糊、状态/客户/归属/日期筛选）/ 创建（编号 `YW{日期}-{序号}` 自动生成；明细 ≥1 行；销售额服务层固化） |
+| GET / PUT / DELETE | `/api/v1/business/businesses/{id}` | 详情（附明细）/ 编辑（明细全量替换 + 五项汇总重算；**归属不在此端点**）/ 删除（有发货或回款 → 400 引导改已终止） |
+| PUT | `/api/v1/business/businesses/{id}/status` | 状态流转（1→2/3；终态不可再变更；终止必填原因；写状态留痕） |
+| PUT | `/api/v1/business/businesses/{id}/ownership` | 负责/协助归属变更（同事务写留痕，owner_type=2） |
+| GET | `/api/v1/business/businesses/{id}/ownership-logs` | 业务归属变更留痕分页 |
+| GET | `/api/v1/business/businesses/{id}/status-logs` | 状态流转时间线（创建写首条 old=new=1） |
+| GET | `/api/v1/business/businesses/{id}/gross-profit` | **毛利润数据视图**（只读实时计算，不落库：行级率/折算额 + 类别汇总；不含运费 #2；阈值按 `as_of` 取参数快照；成本缺失行标注无法计算） |
+| GET / POST | `/api/v1/business/shipments` | 发货单列表 / 创建（编号 `SH…`；业务须执行中；行金额服务层固化；业务级发货/运费汇总回写） |
+| GET / PUT / DELETE | `/api/v1/business/shipments/{id}` | 详情 / 编辑（终态业务禁改）/ 删除（被回款批次指定 → 400） |
+| GET / POST | `/api/v1/business/receipts` | 回款列表（含 **payment_days 派生**：发货日首日=第 1 天 #1）/ 新增（编号 `HK…`；**shipment_id 同业务强校验**；业务须执行中） |
+| GET / PUT / DELETE | `/api/v1/business/receipts/{id}` | 详情 / 编辑 / 删除（**已核算回款禁改禁删**——M3 防重锚点） |
+| GET / POST | `/api/v1/business/rating-grades` | 评级等级全量列表（sort_order 升序）/ 新增（区间值域 + **与既有等级重叠 → 400**） |
+| PUT / DELETE | `/api/v1/business/rating-grades/{id}` | 编辑（重叠判定）/ 删除（无下游引用，允许清空） |
+
+全部写操作自动写入操作日志（成功与失败都记，机制见下）。
+
 统一响应 `{code, message, data}`，分页为 `list/total/pageNum/pageSize`。
 状态码：400 参数错误 / 401 未登录 / 403 无权限 / 404 不存在 / 500 服务端异常。
 
 **登录失败一律 400 或 403，绝不使用 401** —— 前端把 401 一律当作「清 token + 跳登录页」，
 若登录接口自身返回 401，用户输错一次密码就会触发「清空 + 跳转 + 报错」的风暴。
 
+### 报表统计接口（M4 ⑤，限管理员/财务/领导）
+
+| 方法 | 路径 | 说明 |
+| --- | --- | --- |
+| GET | `/api/v1/reports/personal-detail` | 个人绩效工资明细表（FR-029：人员/月份/客户类型/产品类别/岗位筛选；响应带 `summary` 全筛选合计） |
+| GET | `/api/v1/reports/department-summary` | 部门绩效工资汇总表（FR-030：月份必填；团队基数与月结聚合行同源；12.5% 与 5% 分列；含成员内联明细、未分配桶、月结冻结对照额） |
+| GET | `/api/v1/reports/business-stats` | 业务统计表（FR-031：发货/回款/绩效为业务累计值，不随业务日期筛选变化） |
+| GET | `/api/v1/reports/payment-stats` | 回款情况统计表（FR-031：8 档天数区间恒在，空桶为 0） |
+| GET | `/api/v1/reports/payment-detail` | 回款区间下钻（`bucket` 必填，未注册编码 400） |
+| GET | `/api/v1/reports/payment-day-buckets` | 区间档位元数据（前端下拉唯一来源，禁止前端硬编码） |
+| GET | `/api/v1/reports/{code}/export` | Excel 导出（文件流非统一信封；含公司页眉/财务复核栏/领导签字栏；超 2 万行 400；行为入操作日志） |
+
+准入 `require_roles(admin, finance, leader)`（FR-030/031；FR-029 的「营销后勤授权范围内」
+待业务权限清单 #6）。前端菜单同层过滤（路由 `allowedRoles`）。
+
+### 工作台接口（M4 ⑧，限管理员/财务/领导）
+
+| 方法 | 路径 | 说明 |
+| --- | --- | --- |
+| GET | `/api/v1/dashboard?month=YYYY-MM` | 四区块一次性返回：经营绩效总览（当月绩效/应付/人数/团队数/月结状态/近 6 个月趋势）、待办（待审批 + 回款未指定批次 + 同步降级）、风险预警（回款逾期/审批超时 + 同步降级）、最近动态（操作日志） |
+
+待办与预警**实时派生**（不落表、不引调度器）；预警阈值走参数体系
+（`warning.enabled` / `warning.receipt.overdue.days` / `warning.approval.timeout.days`，
+V10 种子）；⑥ T+ 同步未建，同步相关条目以 `sync_available=false` 显式降级。
+
 ## 常用命令
 
 ```bash
@@ -118,6 +199,82 @@ Redis 黑名单只负责「用户主动登出」。
 bcrypt 5.0 起对超过 72 字节的密码**直接抛 ValueError**（此前是静默截断）。
 中文一个字符占 3 字节，24 个汉字即到顶——`max_length=20` 这类字符数校验拦不住。
 
+### 操作日志：审计上下文 + 独立提交
+
+写操作统一经 `services/audit_service.py` 的 `audit()` 上下文管理器留痕（用法见 `api/v1/system/users.py`）：
+
+- 调用形态为 DTO：`audit(session, operator=..., record=AuditRecord(module, action, summary, request_data), meta=...)`；落库条目为 `OperationLogEntry`
+- 正常退出记成功；抛异常**先 `session.rollback()` 再**记失败（success=0 + 中文错误原因），随后原异常继续传播
+- 日志**独立 commit**，整体兜底不外抛 —— 方向是「审计可丢，业务不可断」；反向理解：业务失败回滚不会带走失败记录，而那正是审计最需要的
+- **操作人标量在进入上下文时固化**：失败路径先 rollback 会使 ORM 对象过期，之后再读 id/username 会触发额外查询（账号并发被删时 ObjectDeletedError 还会被兜底吞掉）
+- 请求元信息（ip / user-agent / method / path）经路由层的 `RequestMetaDep` 传入 service
+- **commit 之后的任何查询/ORM 读取都要前置**（提到 commit 前或用已固化的局部变量）：业务已提交却因后置查询抛错会被记成「失败」，产生与事实相反的审计
+- 文本列按 `models/operation_log.py` 的长度常量截断；`request_data` 先经**结构化脱敏**（递归按键名整值抹除 password/token 等，不依赖文本模式匹配）再经 `core.logging.scrub` 文本兜底，最后按 **UTF-8 字节边界**截断（encode 带 `errors="replace"` 兜底孤立代理字符）—— 超长/编码异常都会在 MySQL 或 encode 处抛出，被兜底吞掉后表现为「日志莫名消失」
+- **日志列表与详情两段式**：`operation-logs` 列表排除 `request_data`（TEXT 大字段，随列表返回会让翻页负担随表增长），展开详情走 `GET /operation-logs/{id}` 懒加载
+- 模块/操作词表在 `core/constants.py`（`MODULE_*` / `ACTION_*`），前端 `utils/constants.ts` 与其对齐
+
+**角色管理保护规则**（后端是唯一防线，前端按钮禁用只是体验）：admin 角色禁删禁停；有用户绑定的角色禁删（`user_roles` 外键是 CASCADE；删除前走 `SELECT ... FOR UPDATE` 锁行，堵住并发绑定窗口）；`role_code` 创建后不可改；**停用角色不可再分配**（`_resolve_roles` 校验 status，停用只影响新分配、不影响既有授权）。
+
+### M2 业务数据的四个关键约定（2026-10-13 定稿，改动前先读）
+
+- **单据编号**（`services/no_generator.py`）：`{前缀}{YYYYMMDD}-{当日4位序号}`，业务 YW / 发货 SH / 回款 HK（`core/constants.py` 的 `NO_PREFIX_*`）。`SELECT MAX ... FOR UPDATE` 锁当日区间防并发重号；残余竞态以唯一键 1062 冲突**重试一次**兜底（无限重试会掩盖死锁）。序号超 4 位按实际位数输出（VARCHAR(32) 余量足够）。
+- **五项汇总冗余**（`businesses.total_*`）：明细/发货/回款的任何写路径统一收口到 `business_service._recalc_totals` 单点重算，禁止各处手写 SUM 回写；发货与回款服务写操作前**必须 `get_by_id(for_update=True)` 锁业务行**（防两模块并发写同一业务的丢失更新）。毛利润率/折算额**不落库**——它们是明细金额 + 时点化阈值的派生值，落库会在成本调整或参数改版后漂移；视图接口（`/gross-profit`）实时算，M3 核算台账才是法定固化点。
+- **留痕表的固化设计**：`ownership_change_logs` 与 `business_status_logs` 对客户/业务/人员 ID 均**无外键**（冗余固化，被引用方删除后记录仍完整可读）；RESTRICT 外键反而会把删除逼成 500。删除保护全部由服务层检查承担（人员→团队成员/客户归属引用；客户→业务引用；业务→发货/回款记录）。两张留痕表 append-only、不继承 TimestampMixin。
+- **金额契约**：schema 入参出参一律 `str`，小数超两位直接拒绝（不静默舍入）；服务层 `Decimal`，比率 `Fraction`；毛利润率出参为分数原样字符串（`"997/1000"`，同 M1 计算预览口径），前端原样展示禁止转 float。
+
+### 审批快照与方案版本化（2026-10-20 定稿，改动前先读）
+
+- **审批单带版本号与内容快照**：`approval_orders.version_no` 按 `(order_type, ref_id)` 从 1 递增，重提先撤回旧在途单、但**旧单快照不覆盖**；`snapshot_json` 统一信封 `{schema_version, order_type, captured_at, data}`，`data` 由 `approval_service.{allocation,settlement,adjustment}_content` 组装（Decimal 转 str、日期转 ISO），开关关闭的自动通过路径同样写快照。审批期间业务再改，复核者看到的仍是送审版本。
+- **两个 `version_no` 语义不同，别混用**：`business_secondary_allocations.version_no` = 方案内容第几版，**仅方案内容（参与人+比例）变化时 +1**；`approval_orders.version_no` = 同一对象第几次送审，**仅送审内容变化时 +1**。改备注不动金额 → 两者都不动；改金额 → 只有审批单版本号动；改方案比例 → 两者都动。
+- **送审内容未变不重提**：编辑业务时若**存在在途审批单**且其快照 `data` 与本次送审内容逐键相等（`approval_service.pending_matches_snapshot`，只比 `data` 不比 `captured_at`），则保留原单不撤回不重建；否则撤旧提新。方案内容未变时**不新增方案版本行**（`business_service._plan_changed` 按「人员+比例」集合比较，与行序无关）。
+- **快照的覆盖范围是「方案 + 钱 + 归属」**（业务编号/日期、客户、负责与协助人、销售额、成本额、方案参与人与比例、合计与余额），**不含产品明细行**。因此只改产品构成而金额不变时不会重提——分摊依据（谁分、分多少、基于多少钱）未变；产品明细由复核者按业务编号回业务页查看。
+- **列表不加载快照列**：快照可达上百 KB，审批单列表、工作台待办、工作台审批超时预警三处查询一律 `defer(ApprovalOrder.snapshot_json)`（与操作日志列表排除 `request_data` 同一理由，参考 `operation_log_repository.list_logs`）；详情走 `get_order` 按需读取。
+- **详情内容来源三态**：`content_source=snapshot`（送审快照）/ `live`（V11 前的历史单体无快照，只读回退当前内容并显式告警）/ `missing`（引用对象不存在且无快照）。**禁止回填历史单快照**——回填等于伪造提交时内容。
+- **二次分配方案 append-only**：`business_secondary_allocations` 行不物理删除，编辑全量替换与驳回清空只把旧行 `is_active=0`；唯一键为 `(business_id, version_no, personnel_id)`，同一版本内参与人唯一、跨版本可重复。`business_repository.list_allocations(active_only=True)` 是核算与详情回显的唯一取数口径；业务详情 `allocation_history` 返回全部版本供回溯。
+- **月结提交要锁行**：`settlement_service.submit` 取月结行必须 `for_update=True`——并发提交会让两次 `submit_order` 算出同一个审批单 `version_no`，送审次序失真。
+- **审批单 `version_no` 有唯一键兜底（V12）**：`uk_approval_orders_order_type_ref_version (order_type, ref_id, version_no)`——同一对象的第 N 次送审在库里有唯一一行。ORM 侧约束名必须与迁移 DDL 严格一致，否则 autogenerate 误判。
+- **取版本号必须是「当前读」（`approval_service._next_version`）**，两个禁忌：(a) 不能用普通 `MAX` 查询——请求级鉴权与业务共用同一 DbSession，鉴权的普通 SELECT 已把 REPEATABLE READ 快照锚定在请求开始时刻，父行锁只串行化写入时刻、**不刷新快照**，MAX 会读到旧值；(b) 不能写成 `select(func.max(...)).with_for_update()`——MySQL 官方明确「Locking clauses are not permitted in queries with aggregate functions or GROUP BY」，聚合上的 FOR UPDATE 语义无保证。正解：锁读该 ref 的现有版本行（`select(version_no)...with_for_update()`），最大值 Python 侧算（同 `no_generator` 套路）。
+- **版本号冲突的收敛口径**：`submit_order` 内不 catch、不 rollback（红线）。create 路径由外层编号重试循环整体重来（`business_service._NO_RETRY`）；编辑/月结提交路径由审计上下文统一回滚，再把 1062 翻译为 400「提交冲突（版本号生成重复），请重试」（同 `param_service` 版本号冲突模板）。唯一键是最后一道防线，不是取号正确性的前提。
+- **迁移前先修存量**：V11 把存量行 `version_no` 一律置 1，而 V11 前每次重提都新建行——同一 `(order_type, ref_id)` 存在多行 version_no=1，直接加唯一键必报 1062。V12 先重排「组内有重复」的分组（按 id 升序 1..n），其余分组不动（全量重排会改掉前端已展示过的历史版本号）。
+- **新增审批对象类型**须同时提供快照组装函数并接入 `_content_of` 的 live 回退分支，不要在各业务服务内联 JSON 结构。
+
+### 工作台口径（M4 ⑧，改动前先读）
+
+- **只读聚合**：总览只做 SQL 聚合（SUM / COUNT DISTINCT），不复用报表的部门汇总（后者加载整月台账，过重）；人数用 `COUNT(DISTINCT personnel_id)`——二次分摊拆行会让行数虚高。
+- **待办/预警实时派生**：查询即算，不建待办表/预警表。审批超时取 `approval_orders.create_time`（待审批状态）；回款逾期按「发货单 `ship_date` 超阈值且该批次无任何回款」判定，**已终止业务（status=3）排除**；回款未指定批次 = `receipts.shipment_id IS NULL`。
+- **待办按角色过滤**：`pending_statuses_for_roles`（approval_service）把当前用户角色映射到在途节点——财务只看待财务复核（status=1）、领导只看待领导审核（status=2）、admin 可看全部；多角色取并集。风险预警仍是全局经营视角，不按人裁剪。
+- **预警展示上限**：`items` 最多 20 条，`total` 是全部命中数（前端徽标用它，不能用 `items.length`）。
+- **趋势窗口**：回款趋势先按 `receipt_date` 范围过滤再按 `DATE_FORMAT` 分组，函数列不参与 WHERE，保证索引可用。
+- **同步降级**：⑥ 未建时 `sync_available=false`，前端显示「模块未启用」——不要返回 0 条冒充「无失败」。
+- **参数快照一次解析**：`warning.*` 三个阈值在每次请求只 `resolve_snapshot` 一次，多条规则复用。
+- **导出 SQL 的编码坑**：Windows 下 `alembic upgrade --sql > V*.sql` 默认按控制台 GBK 输出，`test_schema_sync` 按 UTF-8 读取会报 `UnicodeDecodeError`——必须 `PYTHONIOENCODING=utf-8 PYTHONUTF8=1` 前缀。
+
+### 报表口径（M4 ⑤，改动前先读）
+
+- **数据源固定单笔生效行**：四张报表的明细一律 `performance_ledgers.is_active=1 AND calc_type=1`；经理聚合行（`calc_type=2`）**只在部门汇总作冻结对照**（`frozen_amount`）单读。聚合行 `receipt_id` 为 NULL、`payment_days` 为 NULL，混入明细会让合同编号/天数列失真，业务统计的绩效也会被整团队聚合额污染。
+- **调整单并入**：仅 `status=2`（生效），按 `(settlement_month, personnel_id)` 并入，**不要求该人当月有台账行**（只有调整单也要出零绩效成员行）；`direction=1` 补发记 +、`2` 扣减记 −（金额恒正）。待审批/驳回/撤回的金额绝不能进报表——`report_repository.list_month_adjustments` 与调整单管理页的 `list_adjustments` 是两个口径。调整单归属跟随该人普通行的实时 `manager_id`；只有经理个人户的经理跟随本人团队。
+- **回款金额按回款单去重**：二次分摊拆行使同一回款在台账出现多行（负责人 + 参与人），回款统计的金额侧必须 `DISTINCT receipt_id` 后再求和，否则按拆行数翻倍。个人明细页不放「回款金额」列（同一金额重复展示会让合计无法自洽），金额下沉到快照下钻。
+- **部门口径** = `personnel.manager_id` 实时上溯（无独立部门表）；离职人员不按 `status` 过滤，历史业绩留在原团队；无成员经理也出 0 值行（在职经理枚举 ∪ 数据中出现的经理）。团队基数与月结聚合行同源（`services/manager_share.py` 共享模块）。
+- **全公司 5% 的发放口径**：月结只为有台账 bucket 的营销经理各生成一条聚合行（12.5%+5%），**每位经理各计一次 5%**；零成员团队无聚合行、不发 5%。报表的 `aggregate_amount` 优先取冻结聚合行、未生成月结时才用 `manager_team_share` 一次舍入预览；`team_subtotal`/`net_total` = 聚合额 + 调整净额。`team_share_total` 与 `company_share_total` 仅分列展示，两者之和与聚合额的差记入 `aggregate_rounding_diff`（分列各自 q2 会有 0.01～0.02 尾差）。
+- **对拍边界**：报表应发 = 月结 `total_payable` + 调整单净额（调整单不进月结 items）；筛选 `manager_id` 时只汇总展示团队，隐藏金额进 `other_*`，不能与全公司月结总额对拍。
+- **人员归属按行类型**：普通台账行跟随 `manager_id`；经理个人户行在 `manager.personal.included=1` 时归经理本人团队，且经理成员行**只取个人户金额**（其普通行业绩留在上级团队或未分配），保证团队基数 = 成员绩效合计。岗位判定范围必须覆盖所有成员引用的上级，否则其他经理的下属会被误判为「无经理」。按 `manager_id` 筛选时 `unassigned` 为空（语义是「仅看该经理团队」）。
+- **回款天数区间**是 8 档代码常量（`core/report_meta.py`，含「≤0 天先款后货」与「无天数」兜底桶），服务端下发元数据、前端禁止硬编码；空桶恒在且为 0。进度登记回款无台账行，不在回款统计口径内（页面注明）。
+- **导出**：openpyxl 普通 Workbook + `Decimal` 原值 + `number_format`（不写 Excel 公式）；超 `REPORT_EXPORT_MAX_ROWS`（20000）行返回 400；文本列防公式注入（`= + - @` 前缀加 `'`）；服务端文件名为 ASCII（响应头 latin-1 限制），中文名由前端 `link.download` 指定。部门汇总是**单 sheet 分块签字稿**（团队分成汇总 → 全公司 5% 单列 → 对账汇总 → 成员明细 → 未分配明细 → 签字栏）；第二块展示单经理 5%、计入次数与合计，对账块展示团队分成/全公司分成（分列）、聚合行舍入差、调整净额，应发合计 = 团队成员应付 + 未分配应付 + 各经理聚合行金额 + 调整净额合计。筛选页眉把人员/经理/客户/归属人/状态转为名称与中文标签；回款统计两个维度 sheet 共用主表筛选条件。
+- **导出审计**：`audit` 上下文覆盖取数与构建全过程，超限 400 和取数异常都会写失败操作日志（`success=0`）；成功摘要为静态报表标题。
+- **汇总 = 明细合计**：团队/公司基数由台账分桶结果直接得出，报表侧不另算一遍；未筛选时 `团队基数 + 未分配绩效 = 全公司基数`；集成测试逐项断言。
+- **岗位筛选选项**：`GET /api/v1/base/business-roles/options` 仅要求登录（含停用岗位），供财务/领导在报表中按岗位筛选；岗位管理接口仍仅管理员。
+
+### 面向业务人员的文案（2026-10-23 定稿，改文案前先读）
+
+系统由财务与营销人员日常使用，**不是给开发者看的**。凡是会渲染到页面的文本（参数说明、错误提示、口径注释）一律按业务语言写：
+
+- **`param_registry.py` 的 `description` 是唯一显示源**，会直出到「计提参数」页参数名下方。写清「这个参数管什么、钱怎么变、什么时候该调它」，不写英文枚举名（`FULL`/`BALANCE`）、需求编号（`澄清 #10`）、内部阶段号（`M3`/`M4 ⑧`）、实现层精度约束（「禁止按 0.011111 截断存储」留在代码注释与测试里）。
+- **枚举值在页面上必须翻译**：前端 `params/index.vue` 的 `ENUM_VALUE_LABELS`（`FULL` 当月全额 / `BALANCE` 余额 / `INCLUDE` 含基本工资 / `DEDUCT` 扣除基本工资 / `EXCLUDE` 不计基本工资 / `1` 开 / `0` 关）与 `DIMENSION_LABELS`（`municipal_water` 市政水利 / `rail_transit` 轨道交通）。后端报错也不许把原始枚举值甩给用户 —— `param_service._preview_rate` 的产品类别校验用 `「市政水利、轨道交通」` 而不是 `municipal_water / rail_transit`。
+- **公式模板报错用中文模板名**：`calc_templates.TEMPLATES[code].name`，取不到才回退 code；文案要给出下一步（「请在岗位角色里改用业务员递减或信息员固定计提」），而不是只说「不支持」。
+- **`db/init/init-dev.sql` 的种子 description 必须与 registry 同源**：它只在数据卷为空时首次启动执行，已有库要跑 `ai-aux/preview/sync_param_desc.py`（读 `PARAM_REGISTRY` 逐条 UPDATE）才看得到新文案。`db/migration/V*.sql` 里的旧描述是历史记录，**不要回头改** —— 改了会让已部署库与脚本不一致。
+- **前端模板层禁止出现开发者语汇**：`澄清 / 待业务 / M3 / M4 / 一期 / 二阶段 / 暂口径 / 待确认 / 待接 / 暂不 / 待补` 只允许出现在代码注释里。改完用 grep 扫一遍 `frontend/src/views`。
+- **台账与预览里落库的说明文字（`rate_text` / `rate_note` / 聚合行 `snapshot_json.note`）同样受管**：这些会出现在绩效台账、个人明细、打印稿与计算预览上。写成「这笔为什么是这个比例、什么时候不再降」（如「回款 20 天，从起始 10‰ 按日递减（满 360 天后固定按 4‰ 计算）」），不写 `基数开关=1`、`#12 参数化`、`9.8 方案公式` 这类需求编号。**分数原文（`11/1125`）与百分比拼装（`聚合:20%+5%`）不算说明文字**，那是金额口径的可复核原文，不要为了「口语化」把它改成四舍五入的小数。
+
 ## 常见问题
 
 **起服务报 `APP_SECRET_KEY` 相关错误** —— `backend/.env` 未填或不足 32 字符。这是刻意的 fail-fast：空密钥签发 JWT 是安全问题，必须启动即失败。

backend/alembic/script.py.mako

@@ -5,7 +5,7 @@ Revises: ${down_revision | comma,n}
 Create Date: ${create_date}
 
 """
-from typing import Sequence, Union
+from collections.abc import Sequence
 
 from alembic import op
 import sqlalchemy as sa
@@ -13,16 +13,22 @@ ${imports if imports else ""}
 
 # revision identifiers, used by Alembic.
 revision: str = ${repr(up_revision)}
-down_revision: Union[str, Sequence[str], None] = ${repr(down_revision)}
-branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
-depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+down_revision: str | Sequence[str] | None = ${repr(down_revision)}
+branch_labels: str | Sequence[str] | None = ${repr(branch_labels)}
+depends_on: str | Sequence[str] | None = ${repr(depends_on)}
 
 
 def upgrade() -> None:
-    """Upgrade schema."""
+    """应用迁移。"""
     ${upgrades if upgrades else "pass"}
 
 
 def downgrade() -> None:
-    """Downgrade schema."""
+    """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。
+    """
     ${downgrades if downgrades else "pass"}

backend/alembic/versions/3bca400421c6_v7_核算台账_月结_调整单四表与调整单开关种子.py

@@ -0,0 +1,632 @@
+"""V7 核算台账/月结/调整单四表与调整单开关种子
+
+Revision ID: 3bca400421c6
+Revises: 79bcc5aa98d4
+Create Date: 2026-10-16 15:54:53.000890
+
+"""
+
+from collections.abc import Sequence
+from datetime import date
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = "3bca400421c6"
+down_revision: str | Sequence[str] | None = "79bcc5aa98d4"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """应用迁移。"""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "monthly_settlements",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "settlement_month",
+            sa.String(length=7),
+            nullable=False,
+            comment="结算月份（YYYY-MM；全表唯一）",
+        ),
+        sa.Column(
+            "status",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="状态：1草稿 2待审批 3已审定（终态=已锁定）4已驳回（回草稿）",
+        ),
+        sa.Column(
+            "total_performance",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="绩效金额合计（可负）",
+        ),
+        sa.Column(
+            "total_payable",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="应付绩效合计（可负）",
+        ),
+        sa.Column(
+            "person_count", mysql.TINYINT(), server_default="0", nullable=False, comment="结算人数"
+        ),
+        sa.Column(
+            "snapshot_json",
+            sa.JSON(),
+            nullable=True,
+            comment="月度总览快照（生成时刻的确认回款口径说明与汇总参数）",
+        ),
+        sa.Column(
+            "approval_order_no",
+            sa.String(length=32),
+            nullable=True,
+            comment="关联审批单号（冗余固化；开关关闭自动通过时也有单）",
+        ),
+        sa.Column(
+            "submitter_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="提交人ID（账号删除后置空）",
+        ),
+        sa.Column(
+            "submitter_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="提交人用户名（冗余固化）",
+        ),
+        sa.Column("locked_at", sa.DateTime(), nullable=True, comment="锁定时间（status=3 时回填）"),
+        sa.Column(
+            "locked_by", sa.String(length=64), nullable=True, comment="锁定操作人（冗余固化）"
+        ),
+        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(
+            ["submitter_id"],
+            ["users.id"],
+            name=op.f("fk_monthly_settlements_submitter_id"),
+            ondelete="SET NULL",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_monthly_settlements")),
+        sa.UniqueConstraint(
+            "settlement_month", name=op.f("uk_monthly_settlements_settlement_month")
+        ),
+        comment="月度结算表（按月一行；通过即锁定，锁定后走调整单）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "adjustment_orders",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "order_no",
+            sa.String(length=32),
+            nullable=False,
+            comment="调整单号，自动生成 TZ{YYYYMMDD}-{4位当日序号}",
+        ),
+        sa.Column(
+            "settlement_month",
+            sa.String(length=7),
+            nullable=False,
+            comment="调整月份（YYYY-MM；跨月规则待澄清 #9 前不限制）",
+        ),
+        sa.Column(
+            "personnel_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="调整人员ID（personnel.id）",
+        ),
+        sa.Column(
+            "personnel_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="调整人员姓名（冗余固化）",
+        ),
+        sa.Column("direction", mysql.TINYINT(), nullable=False, comment="方向：1补发 2扣减"),
+        sa.Column(
+            "amount",
+            sa.Numeric(precision=14, scale=2),
+            nullable=False,
+            comment="调整金额（恒正，方向表达语义）",
+        ),
+        sa.Column(
+            "reason",
+            sa.String(length=255),
+            nullable=False,
+            comment="扣补说明（必填，审批与追溯锚点）",
+        ),
+        sa.Column(
+            "status",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="状态：1待审批 2已生效 3已驳回 4已撤回",
+        ),
+        sa.Column(
+            "submitter_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="提交人ID（账号删除后置空）",
+        ),
+        sa.Column(
+            "submitter_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="提交人用户名（冗余固化）",
+        ),
+        sa.Column(
+            "create_time",
+            sa.DateTime(),
+            server_default=sa.text("CURRENT_TIMESTAMP"),
+            nullable=False,
+            comment="创建时间",
+        ),
+        sa.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_adjustment_orders_personnel_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["submitter_id"],
+            ["users.id"],
+            name=op.f("fk_adjustment_orders_submitter_id"),
+            ondelete="SET NULL",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_adjustment_orders")),
+        sa.UniqueConstraint("order_no", name=op.f("uk_adjustment_orders_order_no")),
+        comment="调整单表（已锁定月份的补发/扣减；走审批；生效后不回写月结快照）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "settlement_items",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "settlement_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="月结ID（monthly_settlements.id；头删明细随删）",
+        ),
+        sa.Column(
+            "personnel_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="结算人员ID（personnel.id）",
+        ),
+        sa.Column(
+            "personnel_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="结算人员姓名（冗余固化）",
+        ),
+        sa.Column(
+            "role_code", sa.String(length=32), nullable=False, comment="岗位编码（主岗，聚合锚点）"
+        ),
+        sa.Column(
+            "calc_type",
+            mysql.TINYINT(),
+            nullable=False,
+            comment="核算类型：1单笔回款 2经理团队聚合",
+        ),
+        sa.Column(
+            "performance_sum",
+            sa.Numeric(precision=14, scale=2),
+            nullable=False,
+            comment="绩效金额合计（可负；聚合行排除经理个人户业绩，#12 暂口径）",
+        ),
+        sa.Column(
+            "payable_sum",
+            sa.Numeric(precision=14, scale=2),
+            nullable=False,
+            comment="应付绩效合计（可负）",
+        ),
+        sa.Column(
+            "basic_amount",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="月工资标准（personnel.salary_standard 当月快照）",
+        ),
+        sa.Column(
+            "salary_mode",
+            sa.String(length=16),
+            nullable=True,
+            comment="月工资口径快照：INCLUDE/DEDUCT/EXCLUDE",
+        ),
+        sa.Column(
+            "net_amount",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="净工资 = 绩效±基本工资（按口径；试用期 0）",
+        ),
+        sa.Column(
+            "is_probation",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="试用期：1绩效照算不发放（net=0，超年累计记 note）0否",
+        ),
+        sa.Column(
+            "probation_note",
+            sa.String(length=255),
+            nullable=True,
+            comment="试用期说明（年累计超阈值部分年底一次性结算）",
+        ),
+        sa.Column(
+            "snapshot_json", sa.JSON(), nullable=True, comment="个人明细快照（台账行引用列表）"
+        ),
+        sa.ForeignKeyConstraint(
+            ["personnel_id"],
+            ["personnel.id"],
+            name=op.f("fk_settlement_items_personnel_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["settlement_id"],
+            ["monthly_settlements.id"],
+            name=op.f("fk_settlement_items_settlement_id"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_settlement_items")),
+        comment="月结明细表（按人固化；支持负数工资；锁定后只读）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "performance_ledgers",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "receipt_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="回款ID（receipts.id；聚合行可为 NULL）",
+        ),
+        sa.Column(
+            "calc_version",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="核算版本（重算+1，旧行 is_active=0）",
+        ),
+        sa.Column(
+            "is_active",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="生效标记：1当前生效 0已被重算替代（重算受控 UPDATE 例外）",
+        ),
+        sa.Column(
+            "calc_type",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="核算类型：1单笔回款 2经理团队聚合（月度）",
+        ),
+        sa.Column(
+            "business_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="业务ID（固化无外键；聚合行为该经理名下首行业务ID，报表下钻锚点）",
+        ),
+        sa.Column(
+            "business_no",
+            sa.String(length=32),
+            nullable=False,
+            comment="业务编号（冗余固化，列表免联查）",
+        ),
+        sa.Column(
+            "personnel_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="归属营销人员ID（personnel.id；核算归属锚点）",
+        ),
+        sa.Column(
+            "personnel_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="归属营销人员姓名（冗余固化）",
+        ),
+        sa.Column(
+            "role_code",
+            sa.String(length=32),
+            nullable=False,
+            comment="岗位编码（business_roles.role_code，计提公式锚点）",
+        ),
+        sa.Column(
+            "customer_type",
+            sa.String(length=32),
+            nullable=False,
+            comment="客户分类：personal/manager_personal/enterprise",
+        ),
+        sa.Column(
+            "product_category",
+            sa.String(length=32),
+            nullable=False,
+            comment="产品类别：municipal_water/rail_transit/mixed（混合业务，行级明细入 snapshot_json）",
+        ),
+        sa.Column("ship_date", sa.Date(), nullable=True, comment="发货日期（回款天数基准）"),
+        sa.Column(
+            "receipt_date",
+            sa.Date(),
+            nullable=False,
+            comment="回款日期（参数版本匹配日，裁决 #11）",
+        ),
+        sa.Column(
+            "payment_days",
+            sa.Integer(),
+            nullable=True,
+            comment="回款天数（发货日首日计第 1 天；未指定批次为 NULL；先款后货照实负值）",
+        ),
+        sa.Column(
+            "rate_text",
+            sa.String(length=32),
+            nullable=False,
+            comment="计提比例原文（如 4/360，防 Fraction 截断；聚合行存 12.5%/5% 结构说明）",
+        ),
+        sa.Column(
+            "converted_profit",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="折算毛利润额（可负；混合业务为各行汇总）",
+        ),
+        sa.Column(
+            "performance_amount",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="绩效金额（可负，裁决：负绩效照算不归零）",
+        ),
+        sa.Column(
+            "barter_applied",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="以物抵顶折算：1已按 80% 折算 0否",
+        ),
+        sa.Column(
+            "weight_r",
+            sa.Integer(),
+            nullable=True,
+            comment="支付权重 R（回款占销售额百分比向下取整）",
+        ),
+        sa.Column(
+            "payment_weight",
+            sa.Numeric(precision=7, scale=6),
+            nullable=True,
+            comment="支付权重系数 R×R（展示用）",
+        ),
+        sa.Column(
+            "payable_amount",
+            sa.Numeric(precision=14, scale=2),
+            nullable=True,
+            comment="当期应付绩效（绩效 × 支付权重；聚合行为当月汇总）",
+        ),
+        sa.Column(
+            "settlement_month",
+            sa.String(length=7),
+            nullable=False,
+            comment="归属月（回款日期所在月，YYYY-MM；月结与报表维度）",
+        ),
+        sa.Column(
+            "is_probation",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="试用期：1照算不发放 0否",
+        ),
+        sa.Column(
+            "missing_cost",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="成本缺失：1有明细行缺成本（该行毛利按 0 计）0否",
+        ),
+        sa.Column(
+            "snapshot_json",
+            sa.JSON(),
+            nullable=True,
+            comment="计算快照（所用参数版本与行级折算明细，重算可回溯）",
+        ),
+        sa.Column(
+            "settlement_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="所属月结ID（月结生成时回填；NULL=未入结）",
+        ),
+        sa.Column(
+            "calc_reason",
+            sa.String(length=255),
+            nullable=True,
+            comment="核算/重算原因（重算必填留痕）",
+        ),
+        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_performance_ledgers_personnel_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["receipt_id"],
+            ["receipts.id"],
+            name=op.f("fk_performance_ledgers_receipt_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["settlement_id"],
+            ["monthly_settlements.id"],
+            name=op.f("fk_performance_ledgers_settlement_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_performance_ledgers")),
+        sa.UniqueConstraint(
+            "receipt_id", "calc_version", name="uk_performance_ledgers_receipt_id_calc_version"
+        ),
+        comment="绩效核算台账表（append-only 版本行；重算插新版本旧行仅翻 is_active）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index(
+        "idx_performance_ledgers_business_id", "performance_ledgers", ["business_id"], unique=False
+    )
+    op.create_index(
+        "idx_performance_ledgers_month_active",
+        "performance_ledgers",
+        ["settlement_month", "is_active"],
+        unique=False,
+    )
+    op.create_index(
+        "idx_performance_ledgers_month_personnel_type",
+        "performance_ledgers",
+        ["settlement_month", "personnel_id", "calc_type"],
+        unique=False,
+    )
+    op.create_index(
+        "idx_performance_ledgers_personnel_id",
+        "performance_ledgers",
+        ["personnel_id"],
+        unique=False,
+    )
+    op.alter_column(
+        "approval_orders",
+        "order_type",
+        existing_type=mysql.TINYINT(),
+        comment="审批对象类型：1二次分配方案 2月度结算 3调整单",
+        existing_comment="审批对象类型：1二次分配方案 2月度结算（预留）",
+        existing_nullable=False,
+    )
+    # ### end Alembic commands ###
+
+    # ---- 种子：调整单审批开关（V6 写法先例；definitions id 19 / values id 22）----
+    op.bulk_insert(
+        sa.table(
+            "param_definitions",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_code", sa.String),
+            sa.column("param_name", sa.String),
+            sa.column("param_group", sa.String),
+            sa.column("value_type", sa.String),
+            sa.column("unit", sa.String),
+            sa.column("dimension_type", sa.String),
+            sa.column("options_text", sa.String),
+            sa.column("default_value", sa.String),
+            sa.column("value_min", sa.String),
+            sa.column("value_max", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+            sa.column("status", sa.Integer),
+        ),
+        [
+            {
+                "id": 19,
+                "param_code": "approval.adjustment.enabled",
+                "param_name": "调整单审批开关",
+                "param_group": "审批开关",
+                "value_type": "BOOL",
+                "unit": None,
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "0",
+                "value_min": None,
+                "value_max": None,
+                "description": (
+                    "0=调整单提交即生效（系统自动通过留痕）；1=走财务复核→领导审核审批流。"
+                    "调整单是已锁定月份补发/扣减的唯一通道"
+                ),
+                "sort_order": 19,
+                "status": 1,
+            }
+        ],
+    )
+    op.bulk_insert(
+        sa.table(
+            "param_values",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_id", sa.BigInteger),
+            sa.column("dimension_value", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("value_text", sa.String),
+            sa.column("batch_id", sa.BigInteger),
+        ),
+        [
+            {
+                "id": 22,
+                "param_id": 19,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "0",
+                "batch_id": 1,
+            }
+        ],
+    )
+
+
+def downgrade() -> None:
+    """回滚迁移。
+
+    整表回滚只保留 `op.drop_table`（V1/V3/V6 先例：外键唯一支撑索引单独
+    drop 会报 MySQL 1553）。行级种子（param_definitions 19 / param_values 22）
+    的宿主表由 V3 建、本迁移只插行，须显式 DELETE 否则重放 upgrade 撞唯一键。
+    删除顺序：先删引用方（ledger/items），再删被引用方（头表/调整单）。
+    """
+    op.drop_table("performance_ledgers")
+    op.drop_table("settlement_items")
+    op.drop_table("adjustment_orders")
+    op.drop_table("monthly_settlements")
+    op.alter_column(
+        "approval_orders",
+        "order_type",
+        existing_type=mysql.TINYINT(),
+        comment="审批对象类型：1二次分配方案 2月度结算（预留）",
+        existing_comment="审批对象类型：1二次分配方案 2月度结算 3调整单",
+        existing_nullable=False,
+    )
+    op.execute("DELETE FROM param_values WHERE id = 22")
+    op.execute("DELETE FROM param_definitions WHERE id = 19")

backend/alembic/versions/6165691326d4_init_rbac_and_login_logs.py

@@ -337,17 +337,19 @@ def upgrade() -> None:
 
 
 def downgrade() -> None:
-    """Downgrade schema."""
-    # ### commands auto generated by Alembic - please adjust! ###
-    op.drop_index("idx_user_roles_role_id", table_name="user_roles")
+    """回滚迁移。
+
+    只保留 drop_table —— DROP TABLE 会连带删除索引与外键。
+    原 autogenerate 输出里逐个 drop_index 会失败：idx_user_roles_role_id 与
+    idx_role_permissions_permission_id 分别是外键的唯一支撑索引，
+    MySQL 拒绝单独删除（errno 1553），回滚会中断在半途。
+
+    删除顺序遵循外键依赖：先子表（user_roles / role_permissions / login_logs），
+    再父表（users / roles / permissions）。
+    """
     op.drop_table("user_roles")
-    op.drop_index("idx_role_permissions_permission_id", table_name="role_permissions")
     op.drop_table("role_permissions")
-    op.drop_index("idx_login_logs_username", table_name="login_logs")
-    op.drop_index("idx_login_logs_create_time", table_name="login_logs")
     op.drop_table("login_logs")
-    op.drop_index(op.f("idx_users_phone"), table_name="users")
     op.drop_table("users")
     op.drop_table("roles")
     op.drop_table("permissions")
-    # ### end Alembic commands ###

backend/alembic/versions/79bcc5aa98d4_v6_系统设置_二次分配_审批表与角色参数种子.py

@@ -0,0 +1,441 @@
+"""V6 系统设置/二次分配/审批表与角色参数种子
+
+Revision ID: 79bcc5aa98d4
+Revises: 8efc189b131f
+Create Date: 2026-10-15 15:42:13.467447
+
+"""
+
+from collections.abc import Sequence
+from datetime import date
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = "79bcc5aa98d4"
+down_revision: str | Sequence[str] | None = "8efc189b131f"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """应用迁移。"""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "system_settings",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "company_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="公司名称（登录页与导出页眉展示）",
+        ),
+        sa.Column(
+            "logo_path",
+            sa.String(length=255),
+            nullable=True,
+            comment="logo 相对路径（文件存 uploads/logo/，null=未上传使用默认）",
+        ),
+        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.PrimaryKeyConstraint("id", name=op.f("pk_system_settings")),
+        comment="系统设置表（公司信息，全系统单行）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "approval_orders",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "order_no",
+            sa.String(length=32),
+            nullable=False,
+            comment="审批单号，自动生成 AP{YYYYMMDD}-{4位当日序号}",
+        ),
+        sa.Column(
+            "order_type",
+            mysql.TINYINT(),
+            nullable=False,
+            comment="审批对象类型：1二次分配方案 2月度结算（预留）",
+        ),
+        sa.Column(
+            "ref_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            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）",
+        ),
+        sa.Column(
+            "refer_no",
+            sa.String(length=32),
+            nullable=False,
+            comment="引用对象单号（冗余固化，列表页免联查）",
+        ),
+        sa.Column(
+            "status",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            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",
+        ),
+        sa.Column(
+            "submitter_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="提交人ID（账号删除后置空）",
+        ),
+        sa.Column(
+            "submitter_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="提交人用户名（冗余固化）",
+        ),
+        sa.Column(
+            "create_time",
+            sa.DateTime(),
+            server_default=sa.text("CURRENT_TIMESTAMP"),
+            nullable=False,
+            comment="创建时间",
+        ),
+        sa.Column(
+            "update_time",
+            sa.DateTime(),
+            server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
+            nullable=False,
+            comment="更新时间",
+        ),
+        sa.ForeignKeyConstraint(
+            ["submitter_id"],
+            ["users.id"],
+            name=op.f("fk_approval_orders_submitter_id"),
+            ondelete="SET NULL",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_approval_orders")),
+        sa.UniqueConstraint("order_no", name=op.f("uk_approval_orders_order_no")),
+        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）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index(
+        "idx_approval_orders_type_status", "approval_orders", ["order_type", "status"], unique=False
+    )
+    op.create_table(
+        "approval_steps",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "order_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="审批单ID（approval_orders.id；单删记录随删）",
+        ),
+        sa.Column(
+            "node",
+            mysql.TINYINT(),
+            nullable=False,
+            comment="审批节点：0撤回留痕 1财务复核 2领导审核",
+        ),
+        sa.Column(
+            "action", mysql.TINYINT(), nullable=False, comment="动作：1通过 2驳回 3自动通过 4撤回"
+        ),
+        sa.Column(
+            "opinion", sa.String(length=255), nullable=True, comment="审批意见（驳回时填写）"
+        ),
+        sa.Column(
+            "operator_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="操作人ID（自动通过/系统动作置空）",
+        ),
+        sa.Column(
+            "operator_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="操作人用户名（冗余固化；系统动作记「系统」）",
+        ),
+        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_approval_steps_operator_id"),
+            ondelete="SET NULL",
+        ),
+        sa.ForeignKeyConstraint(
+            ["order_id"],
+            ["approval_orders.id"],
+            name=op.f("fk_approval_steps_order_id"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_approval_steps")),
+        comment="审批节点记录表（append-only；自动通过/撤回均有留痕）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index("idx_approval_steps_order_id", "approval_steps", ["order_id"], unique=False)
+    op.create_table(
+        "business_secondary_allocations",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "business_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="业务ID（businesses.id；业务删除随删）",
+        ),
+        sa.Column(
+            "personnel_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="参与业务员ID（personnel.id；被方案引用禁删）",
+        ),
+        sa.Column(
+            "personnel_name",
+            sa.String(length=64),
+            nullable=False,
+            comment="参与业务员姓名（冗余固化，离职后回显有名）",
+        ),
+        sa.Column(
+            "ratio",
+            sa.Numeric(precision=5, scale=2),
+            nullable=False,
+            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）",
+        ),
+        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_secondary_allocations_business_id"),
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["personnel_id"],
+            ["personnel.id"],
+            name=op.f("fk_business_secondary_allocations_personnel_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_business_secondary_allocations")),
+        sa.UniqueConstraint(
+            "business_id",
+            "personnel_id",
+            name="uk_business_secondary_allocations_business_personnel",
+        ),
+        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）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index(
+        "idx_business_secondary_allocations_business_id",
+        "business_secondary_allocations",
+        ["business_id"],
+        unique=False,
+    )
+    op.create_index(
+        "idx_business_secondary_allocations_personnel_id",
+        "business_secondary_allocations",
+        ["personnel_id"],
+        unique=False,
+    )
+    # ### end Alembic commands ###
+
+    # ---- 种子数据（生产与开发同源；写法沿用 V1/V3 迁移先例）----
+
+    # 三个审批职能登录角色（2026-10-15 复核审批补充需求；roles 表无 is_builtin
+    # 列，内置保护由 role_service 的 BUILTIN_ROLE_CODES 白名单承担）
+    op.bulk_insert(
+        sa.table(
+            "roles",
+            sa.column("role_code", sa.String),
+            sa.column("role_name", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+        ),
+        [
+            {
+                "role_code": "marketing_ops",
+                "role_name": "营销后勤",
+                "description": "提交与录入（审批链第一节点：月结/二次分配提交）",
+                "sort_order": 3,
+            },
+            {
+                "role_code": "finance",
+                "role_name": "财务",
+                "description": "复核（审批链第二节点）",
+                "sort_order": 4,
+            },
+            {
+                "role_code": "leader",
+                "role_name": "领导",
+                "description": "审核（审批链第三节点；全览只读）",
+                "sort_order": 5,
+            },
+        ],
+    )
+
+    # 审批开关参数定义（param_definitions id 沿用 V3 种子的显式 id 方案接续 17/18）
+    op.bulk_insert(
+        sa.table(
+            "param_definitions",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_code", sa.String),
+            sa.column("param_name", sa.String),
+            sa.column("param_group", sa.String),
+            sa.column("value_type", sa.String),
+            sa.column("unit", sa.String),
+            sa.column("dimension_type", sa.String),
+            sa.column("options_text", sa.String),
+            sa.column("default_value", sa.String),
+            sa.column("value_min", sa.String),
+            sa.column("value_max", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+            sa.column("status", sa.Integer),
+        ),
+        [
+            {
+                "id": 17,
+                "param_code": "approval.secondary_allocation.enabled",
+                "param_name": "二次分配审批开关",
+                "param_group": "审批开关",
+                "value_type": "BOOL",
+                "unit": None,
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "0",
+                "value_min": None,
+                "value_max": None,
+                "description": (
+                    "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）"
+                ),
+                "sort_order": 17,
+                "status": 1,
+            },
+            {
+                "id": 18,
+                "param_code": "approval.monthly_settlement.enabled",
+                "param_name": "月度结算审批开关",
+                "param_group": "审批开关",
+                "value_type": "BOOL",
+                "unit": None,
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "0",
+                "value_min": None,
+                "value_max": None,
+                "description": (
+                    "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"
+                ),
+                "sort_order": 18,
+                "status": 1,
+            },
+        ],
+    )
+
+    # 审批开关联动批次条目（batch_id=1 即 V3 的「初始版本」批次；BOOL 无维度行，
+    # 生效日期 2026-01-01 对齐其他支付环节种子）
+    op.bulk_insert(
+        sa.table(
+            "param_values",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_id", sa.BigInteger),
+            sa.column("dimension_value", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("value_text", sa.String),
+            sa.column("batch_id", sa.BigInteger),
+        ),
+        [
+            {
+                "id": 20,
+                "param_id": 17,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "0",
+                "batch_id": 1,
+            },
+            {
+                "id": 21,
+                "param_id": 18,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "0",
+                "batch_id": 1,
+            },
+        ],
+    )
+
+    # 公司信息单行（system_settings 恒为一行，id=1 由迁移保底）
+    op.bulk_insert(
+        sa.table(
+            "system_settings",
+            sa.column("id", sa.BigInteger),
+            sa.column("company_name", sa.String),
+            sa.column("logo_path", sa.String),
+        ),
+        [
+            {"id": 1, "company_name": "衍水集团", "logo_path": None},
+        ],
+    )
+
+
+def downgrade() -> None:
+    """回滚迁移。
+
+    整表回滚只保留 `op.drop_table` —— DROP TABLE 会连带删除索引与外键。
+    autogenerate 原样输出的逐个 `op.drop_index` 会失败：idx_approval_steps_order_id
+    与 idx_business_secondary_allocations_personnel_id 分别是外键的唯一支撑索引，
+    单独删除被 MySQL 拒绝（errno 1553），回滚会中断在半途。
+    删除顺序：先删引用方（approval_steps/二次分配），再删被引用方。
+    行级种子反向清理：roles/param_definitions/param_values 三表由 V1/V3 建、
+    本迁移只插行（roles 三角色、参数 17/18 及其版本条目），drop_table
+    不会带走，须显式 DELETE，否则重放 upgrade 时唯一键冲突。
+    """
+    op.drop_table("business_secondary_allocations")
+    op.drop_table("approval_steps")
+    op.drop_table("approval_orders")
+    op.drop_table("system_settings")
+    op.execute("DELETE FROM param_values WHERE id IN (20, 21)")
+    op.execute("DELETE FROM param_definitions WHERE id IN (17, 18)")
+    op.execute("DELETE FROM roles WHERE role_code IN ('marketing_ops', 'finance', 'leader')")

backend/alembic/versions/7f4f7b918bc4_v12_审批单版本号唯一键.py

@@ -0,0 +1,71 @@
+"""v12 审批单版本号唯一键
+
+Revision ID: 7f4f7b918bc4
+Revises: f3a8c2d61b47
+Create Date: 2026-10-21 10:15:00.000000
+
+给 ``approval_orders`` 加 ``(order_type, ref_id, version_no)`` 唯一键，兜住
+「同一引用对象的第几次送审」在并发下算重。
+
+**加键前必须先重排存量**：V11 迁移用 ``ADD COLUMN version_no INT NOT NULL
+DEFAULT 1`` 把存量行一律置 1，而 V11 之前的每次重提都是**新建行**（撤回
+只改旧单 status，行不删）。于是任何有 V11 前审批历史的库里，同一
+``(order_type, ref_id)`` 存在多行且 ``version_no`` 全为 1——直接
+``ADD CONSTRAINT`` 必报 1062，迁移会停在半途。
+
+重排只针对「组内有重复」的分组（``COUNT(*) > COUNT(DISTINCT version_no)``），
+按 id 升序重排为 1..n；其余分组一个字节都不动——全量重排会把前端已展示
+过的历史版本号（``V{{ version_no }}``）改掉，属于用户可见的历史数据篡改。
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "7f4f7b918bc4"
+down_revision: str | Sequence[str] | None = "f3a8c2d61b47"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+_UK = "uk_approval_orders_order_type_ref_version"
+
+
+def upgrade() -> None:
+    """先重排存量重复的版本号，再加唯一键。"""
+    # 重排：只动「组内有重复版本号」的分组，按 id 升序编 1..n。
+    # 用派生表内联而非临时表——同一张临时表被 JOIN 两侧引用会报 1137
+    # "Can't reopen table"。
+    op.execute(
+        "UPDATE approval_orders ao "
+        "JOIN (SELECT id, ROW_NUMBER() OVER ("
+        "  PARTITION BY order_type, ref_id ORDER BY id) AS rn "
+        "  FROM approval_orders "
+        "  WHERE (order_type, ref_id) IN ("
+        "    SELECT order_type, ref_id FROM approval_orders "
+        "    GROUP BY order_type, ref_id "
+        "    HAVING COUNT(*) > COUNT(DISTINCT version_no))) t "
+        "ON ao.id = t.id "
+        "SET ao.version_no = t.rn"
+    )
+    # 幂等 guard：MySQL DDL 隐式提交，若加键成功而版本号未落盘，
+    # 重跑会报 1091（键已存在）。写法沿用 V9 先例。
+    op.execute(
+        "SET @uk_exists := (SELECT COUNT(*) FROM information_schema.TABLE_CONSTRAINTS "
+        "WHERE CONSTRAINT_SCHEMA = DATABASE() AND TABLE_NAME = 'approval_orders' "
+        f"AND CONSTRAINT_NAME = '{_UK}')"
+    )
+    op.execute(
+        "SET @ddl := IF(@uk_exists = 0, "
+        f"'ALTER TABLE approval_orders ADD CONSTRAINT {_UK} "
+        "UNIQUE (order_type, ref_id, version_no)', 'DO 0')"
+    )
+    op.execute("PREPARE stmt FROM @ddl")
+    op.execute("EXECUTE stmt")
+    op.execute("DEALLOCATE PREPARE stmt")
+
+
+def downgrade() -> None:
+    """删唯一键。唯一键本质是索引，DROP INDEX 不校验数据，存量是否已有
+    重复 version_no 与删索引无关；重排结果也不回滚（版本号保持 1..n 连续）。"""
+    op.execute(f"ALTER TABLE approval_orders DROP INDEX {_UK}")

backend/alembic/versions/8efc189b131f_add_business_data_tables.py

@@ -0,0 +1,696 @@
+"""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）
+
+- 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
+  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）
+- business_items：行级 product_category 为折算锚点（对照表 #14），指导价
+  人工录入、T+ 同步不覆盖
+- business_status_logs：append-only，创建时写首条（old=new=1）
+- shipments/shipment_items：发货日为回款天数基准日（对照表 #1）
+- receipts：手动指定发货批次（#18）；settlement_status 为 M3 核算防重锚点
+- customer_rating_grades：等级映射可配置，种子四条随迁移初始化
+
+Revision ID: 8efc189b131f
+Revises: e1133a7c670a
+Create Date: 2026-10-13 11:14:17.545320
+
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = "8efc189b131f"
+down_revision: str | Sequence[str] | None = "e1133a7c670a"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+# 评级等级种子（与 init-dev.sql 双写一致；口径见模型 docstring）
+_GRADE_SEED = [
+    {"grade_name": "A", "min_score": 90, "max_score": 100, "sort_order": 1, "remark": "优秀"},
+    {"grade_name": "B", "min_score": 75, "max_score": 89, "sort_order": 2, "remark": "良好"},
+    {"grade_name": "C", "min_score": 60, "max_score": 74, "sort_order": 3, "remark": "合格"},
+    {"grade_name": "D", "min_score": 0, "max_score": 59, "sort_order": 4, "remark": "待改进"},
+]
+
+
+def upgrade() -> None:
+    """应用迁移。"""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "customer_rating_grades",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "grade_name", sa.String(length=32), nullable=False, comment="等级名称（如 A/优秀）"
+        ),
+        sa.Column(
+            "min_score",
+            sa.Numeric(precision=5, scale=1),
+            nullable=False,
+            comment="总分下限（含）；判定=按 sort_order 升序首个 min_score ≤ 总分",
+        ),
+        sa.Column(
+            "max_score",
+            sa.Numeric(precision=5, scale=1),
+            nullable=False,
+            comment="总分上限（展示用）",
+        ),
+        sa.Column(
+            "sort_order",
+            sa.Integer(),
+            server_default="0",
+            nullable=False,
+            comment="排序（判定顺序，升序）",
+        ),
+        sa.Column("remark", sa.String(length=255), nullable=True, comment="说明"),
+        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.PrimaryKeyConstraint("id", name=op.f("pk_customer_rating_grades")),
+        sa.UniqueConstraint("grade_name", name=op.f("uk_customer_rating_grades_grade_name")),
+        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）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "business_status_logs",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "business_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="业务ID（固化，无外键；删除保护由服务层承担）",
+        ),
+        sa.Column(
+            "old_status", mysql.TINYINT(), nullable=False, comment="变更前状态（创建首条为 1）"
+        ),
+        sa.Column("new_status", mysql.TINYINT(), nullable=False, comment="变更后状态"),
+        sa.Column(
+            "change_reason", sa.String(length=255), nullable=True, comment="变更原因（终止时必填）"
+        ),
+        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_business_status_logs_operator_id"),
+            ondelete="SET NULL",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_business_status_logs")),
+        comment="业务状态变更记录表（append-only）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index(
+        "idx_business_status_logs_business_id",
+        "business_status_logs",
+        ["business_id"],
+        unique=False,
+    )
+    op.create_index(
+        "idx_business_status_logs_create_time",
+        "business_status_logs",
+        ["create_time"],
+        unique=False,
+    )
+    op.create_table(
+        "businesses",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "business_no",
+            sa.String(length=32),
+            nullable=False,
+            comment="业务编号，自动生成 YW{YYYYMMDD}-{4位当日序号}（报表合同编号）",
+        ),
+        sa.Column(
+            "customer_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="客户ID（customers.id）",
+        ),
+        sa.Column("business_date", sa.Date(), nullable=True, comment="业务日期（T+ 同步口径）"),
+        sa.Column(
+            "status",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            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）",
+        ),
+        sa.Column(
+            "owner_personnel_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            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）",
+        ),
+        sa.Column(
+            "assistant_personnel_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="协助营销人员ID（一期核算不使用，对照表 #15；仅记录事实）",
+        ),
+        sa.Column(
+            "is_special",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="特殊业务标记：1是 0否（公司参与等）",
+        ),
+        sa.Column("special_note", sa.String(length=255), nullable=True, comment="特殊业务说明"),
+        sa.Column(
+            "total_sale_amount",
+            sa.Numeric(precision=14, scale=2),
+            server_default="0",
+            nullable=True,
+            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）",
+        ),
+        sa.Column(
+            "total_cost_amount",
+            sa.Numeric(precision=14, scale=2),
+            server_default="0",
+            nullable=True,
+            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）",
+        ),
+        sa.Column(
+            "total_ship_amount",
+            sa.Numeric(precision=14, scale=2),
+            server_default="0",
+            nullable=True,
+            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）",
+        ),
+        sa.Column(
+            "total_received_amount",
+            sa.Numeric(precision=14, scale=2),
+            server_default="0",
+            nullable=True,
+            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）",
+        ),
+        sa.Column(
+            "total_freight_amount",
+            sa.Numeric(precision=14, scale=2),
+            server_default="0",
+            nullable=True,
+            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）",
+        ),
+        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(
+            ["assistant_personnel_id"],
+            ["personnel.id"],
+            name=op.f("fk_businesses_assistant_personnel_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["customer_id"],
+            ["customers.id"],
+            name=op.f("fk_businesses_customer_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["owner_personnel_id"],
+            ["personnel.id"],
+            name=op.f("fk_businesses_owner_personnel_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_businesses")),
+        sa.UniqueConstraint("business_no", name=op.f("uk_businesses_business_no")),
+        comment="业务表（业务编号自动生成；T+同步不覆盖业务状态）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index("idx_businesses_business_date", "businesses", ["business_date"], unique=False)
+    op.create_index("idx_businesses_customer_id", "businesses", ["customer_id"], unique=False)
+    op.create_index(
+        "idx_businesses_owner_personnel_id", "businesses", ["owner_personnel_id"], unique=False
+    )
+    op.create_index(op.f("idx_businesses_source_no"), "businesses", ["source_no"], unique=False)
+    op.create_index("idx_businesses_status", "businesses", ["status"], unique=False)
+    op.create_table(
+        "business_items",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "business_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="业务ID（businesses.id）",
+        ),
+        sa.Column(
+            "product_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="产品ID（products.id；NULL=自由录入，未入产品库）",
+        ),
+        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(
+            "product_category",
+            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")

backend/alembic/versions/90653814a421_v10_工作台预警规则参数.py

@@ -0,0 +1,144 @@
+"""v10 工作台预警规则参数
+
+Revision ID: 90653814a421
+Revises: ba0217f5091b
+Create Date: 2026-10-19 17:55:48.892998
+
+新增风险预警三条参数（M4 ⑧ 工作台，澄清 #10「做成参数化规则便于调整」）：
+- warning.enabled：总开关（默认 1）
+- warning.receipt.overdue.days：发货后逾期天数（默认 90）
+- warning.approval.timeout.days：审批超时天数（默认 3）
+
+「同步连续失败」规则依赖 ⑥ T+ 同步，模块未建前不设参数、不产生条目。
+"""
+
+from collections.abc import Sequence
+from datetime import date
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = "90653814a421"
+down_revision: str | Sequence[str] | None = "ba0217f5091b"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+_EFFECTIVE_DATE = date(2026, 10, 19)
+
+
+def upgrade() -> None:
+    """种入三个预警参数定义与生效值（append-only 时点化）。"""
+    op.bulk_insert(
+        sa.table(
+            "param_definitions",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_code", sa.String),
+            sa.column("param_name", sa.String),
+            sa.column("param_group", sa.String),
+            sa.column("value_type", sa.String),
+            sa.column("unit", sa.String),
+            sa.column("dimension_type", sa.String),
+            sa.column("options_text", sa.String),
+            sa.column("default_value", sa.String),
+            sa.column("value_min", sa.String),
+            sa.column("value_max", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+            sa.column("status", sa.Integer),
+        ),
+        [
+            {
+                "id": 21,
+                "param_code": "warning.enabled",
+                "param_name": "风险预警总开关",
+                "param_group": "预警规则",
+                "value_type": "BOOL",
+                "unit": None,
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "1",
+                "value_min": None,
+                "value_max": None,
+                "description": "工作台风险预警区块总开关：0=关闭（不扫描不展示） 1=开启（默认）",
+                "sort_order": 21,
+                "status": 1,
+            },
+            {
+                "id": 22,
+                "param_code": "warning.receipt.overdue.days",
+                "param_name": "回款逾期天数阈值",
+                "param_group": "预警规则",
+                "value_type": "INT",
+                "unit": "天",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "90",
+                "value_min": "1",
+                "value_max": None,
+                "description": "发货后超过该天数仍未回款的发货批次触发预警（澄清 #10 建议默认 90 天）",
+                "sort_order": 22,
+                "status": 1,
+            },
+            {
+                "id": 23,
+                "param_code": "warning.approval.timeout.days",
+                "param_name": "审批超时天数阈值",
+                "param_group": "预警规则",
+                "value_type": "INT",
+                "unit": "天",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "3",
+                "value_min": "1",
+                "value_max": None,
+                "description": "待审批单提交后超过该天数未处理触发预警（澄清 #10 建议默认 3 天）",
+                "sort_order": 23,
+                "status": 1,
+            },
+        ],
+    )
+    op.bulk_insert(
+        sa.table(
+            "param_values",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_id", sa.BigInteger),
+            sa.column("dimension_value", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("value_text", sa.String),
+            sa.column("batch_id", sa.BigInteger),
+        ),
+        [
+            {
+                "id": 26,
+                "param_id": 21,
+                "dimension_value": "",
+                "effective_date": _EFFECTIVE_DATE,
+                "value_text": "1",
+                "batch_id": 1,
+            },
+            {
+                "id": 27,
+                "param_id": 22,
+                "dimension_value": "",
+                "effective_date": _EFFECTIVE_DATE,
+                "value_text": "90",
+                "batch_id": 1,
+            },
+            {
+                "id": 28,
+                "param_id": 23,
+                "dimension_value": "",
+                "effective_date": _EFFECTIVE_DATE,
+                "value_text": "3",
+                "batch_id": 1,
+            },
+        ],
+    )
+
+
+def downgrade() -> None:
+    """回滚种子行（行级种子不会被 drop_table 带走，必须显式删除）。"""
+    op.execute("DELETE FROM param_values WHERE id IN (26, 27, 28)")
+    op.execute("DELETE FROM param_definitions WHERE id IN (21, 22, 23)")

backend/alembic/versions/a45a8087831b_add_operation_logs.py

@@ -0,0 +1,109 @@
+"""新增操作日志表
+
+Revision ID: a45a8087831b
+Revises: 6165691326d4
+Create Date: 2026-10-10 10:06:17.435697
+
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = "a45a8087831b"
+down_revision: str | Sequence[str] | None = "6165691326d4"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """应用迁移。"""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "operation_logs",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "user_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="操作人ID（账号删除后置空）",
+        ),
+        sa.Column(
+            "username",
+            sa.String(length=64),
+            nullable=False,
+            comment="操作人用户名（冗余存储便于追溯）",
+        ),
+        sa.Column("module", sa.String(length=64), nullable=False, comment="所属模块，如 用户管理"),
+        sa.Column(
+            "action", sa.String(length=32), nullable=False, comment="操作类型：新增/修改/删除/导出"
+        ),
+        sa.Column(
+            "summary", sa.String(length=255), nullable=False, comment="操作摘要（中文，供人阅读）"
+        ),
+        sa.Column("method", sa.String(length=8), nullable=True, comment="HTTP 方法"),
+        sa.Column("path", sa.String(length=255), nullable=True, comment="请求路径"),
+        sa.Column("ip", sa.String(length=45), nullable=True, comment="客户端IP（45位兼容IPv6）"),
+        sa.Column(
+            "user_agent",
+            sa.String(length=255),
+            nullable=True,
+            comment="客户端User-Agent（截断存储）",
+        ),
+        sa.Column("request_data", sa.Text(), nullable=True, comment="请求参数（已脱敏）"),
+        sa.Column(
+            "success",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="是否成功：1成功 0失败",
+        ),
+        sa.Column(
+            "error_message",
+            sa.String(length=500),
+            nullable=True,
+            comment="失败原因（写入方须截断）",
+        ),
+        sa.Column("duration_ms", sa.Integer(), nullable=True, comment="处理耗时（毫秒）"),
+        sa.Column(
+            "create_time",
+            sa.DateTime(),
+            server_default=sa.text("CURRENT_TIMESTAMP"),
+            nullable=False,
+            comment="创建时间",
+        ),
+        sa.ForeignKeyConstraint(
+            ["user_id"], ["users.id"], name=op.f("fk_operation_logs_user_id"), ondelete="SET NULL"
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_operation_logs")),
+        comment="操作日志表",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index(
+        "idx_operation_logs_create_time", "operation_logs", ["create_time"], unique=False
+    )
+    op.create_index("idx_operation_logs_module", "operation_logs", ["module"], unique=False)
+    op.create_index("idx_operation_logs_user_id", "operation_logs", ["user_id"], unique=False)
+    op.create_index("idx_operation_logs_username", "operation_logs", ["username"], unique=False)
+    # ### end Alembic commands ###
+
+
+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 会连带删除索引与外键。
+    # 逐个 drop_index 会失败：idx_operation_logs_user_id 是外键
+    # fk_operation_logs_user_id 的唯一支撑索引，MySQL 拒绝删除（errno 1553）。
+    op.drop_table("operation_logs")

backend/alembic/versions/ba0217f5091b_v9_二次分配唯一键补齐.py

@@ -0,0 +1,51 @@
+"""V9：business_secondary_allocations 唯一键补齐（存量库自愈）。
+
+背景：uk(business_id, personnel_id) 是随「就地修改已发布的 V6 迁移」加入的
+（V6 建表语句里已含、硬编码名）；**旧 V6 已应用的存量库 upgrade 到当前
+head 时不会重放 V6**，拿不到该约束，V8 也未补加——两条升级路径的库结构
+漂移（test_schema_sync 只比对表/列集合，约束级漂移拦不住）。
+
+本迁移是**幂等条件式**：约束已存在（新库 / init-dev 重置库 / 已重建的
+开发库）时跳过，不存在（旧 V6 升级库）时补加，避免重复约束名 errno 1826。
+语句写成裸 SQL 而非 op.create_unique_constraint——后者在 --sql 离线导出
+时会无条件输出 DDL，无法携带存在性判断。
+
+注意：补键时若表内已存在重复 (business_id, personnel_id) 数据，ADD
+CONSTRAINT 会失败（有意如此：先由人工清理重复数据再升级，不做静默去重）。
+"""
+
+from alembic import op
+
+revision: str = "ba0217f5091b"
+down_revision: str | None = "c7d2e5a81f30"
+branch_labels = None
+depends_on = None
+
+_UK_NAME = "uk_business_secondary_allocations_business_personnel"
+
+
+def upgrade() -> None:
+    """条件式补唯一键（见模块 docstring 的背景与幂等说明）。"""
+    op.execute(
+        "SET @uk_exists := ("
+        "SELECT COUNT(*) FROM information_schema.TABLE_CONSTRAINTS "
+        "WHERE CONSTRAINT_SCHEMA = DATABASE() "
+        "AND TABLE_NAME = 'business_secondary_allocations' "
+        f"AND CONSTRAINT_NAME = '{_UK_NAME}'"
+        ")"
+    )
+    op.execute(
+        "SET @ddl := IF(@uk_exists = 0, "
+        f"'ALTER TABLE business_secondary_allocations ADD CONSTRAINT {_UK_NAME} "
+        "UNIQUE (business_id, personnel_id)', "
+        "'DO 0')"
+    )
+    op.execute("PREPARE stmt FROM @ddl")
+    op.execute("EXECUTE stmt")
+    op.execute("DEALLOCATE PREPARE stmt")
+
+
+def downgrade() -> None:
+    """有意不撤键：新库由 V6 建表即带该约束、并非本迁移首创，撤掉会让
+    降级路径产生新的漂移；确需撤销请人工评估后执行 DROP INDEX。
+    """

backend/alembic/versions/bfbda9c3191d_add_business_roles_and_params.py

@@ -0,0 +1,810 @@
+"""新增岗位角色与计提参数四表
+
+Revision ID: bfbda9c3191d
+Revises: a45a8087831b
+Create Date: 2026-10-12 16:01:48.760620
+
+"""
+
+from collections.abc import Sequence
+from datetime import date
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = "bfbda9c3191d"
+down_revision: str | Sequence[str] | None = "a45a8087831b"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """应用迁移。"""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "business_roles",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "role_code",
+            sa.String(length=32),
+            nullable=False,
+            comment="岗位编码：salesperson营销员 sales_manager营销经理 info_officer信息员，创建后不可修改",
+        ),
+        sa.Column("role_name", sa.String(length=64), nullable=False, comment="岗位名称"),
+        sa.Column(
+            "calc_template",
+            sa.String(length=32),
+            nullable=False,
+            comment="计提公式模板编码（以代码内模板注册表为准）",
+        ),
+        sa.Column("description", sa.String(length=255), nullable=True, comment="岗位说明"),
+        sa.Column(
+            "sort_order", sa.Integer(), server_default="0", nullable=False, comment="显示排序"
+        ),
+        sa.Column(
+            "status",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="状态：1启用 0禁用",
+        ),
+        sa.Column(
+            "is_builtin",
+            mysql.TINYINT(),
+            server_default="0",
+            nullable=False,
+            comment="是否内置岗位：1内置（禁删禁停） 0自定义",
+        ),
+        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.PrimaryKeyConstraint("id", name=op.f("pk_business_roles")),
+        sa.UniqueConstraint("role_code", name=op.f("uk_business_roles_role_code")),
+        comment="业务岗位角色表（与登录角色roles区分，决定计提公式与参数）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "param_definitions",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "param_code",
+            sa.String(length=64),
+            nullable=False,
+            comment="参数编码，如 salesperson.rate.slope",
+        ),
+        sa.Column("param_name", sa.String(length=64), nullable=False, comment="参数名称"),
+        sa.Column(
+            "param_group",
+            sa.String(length=32),
+            nullable=False,
+            comment="参数分组：业务员个人户/经理分成/企业户/信息员/支付环节/产品阈值/月工资口径",
+        ),
+        sa.Column(
+            "value_type",
+            sa.String(length=16),
+            nullable=False,
+            comment="值类型：DECIMAL/INT/BOOL/ENUM/TEXT",
+        ),
+        sa.Column(
+            "unit", sa.String(length=16), nullable=True, comment="展示单位：‰/%/元/天，无单位为空"
+        ),
+        sa.Column(
+            "dimension_type",
+            sa.String(length=32),
+            server_default="NONE",
+            nullable=False,
+            comment="维度类型：NONE/PRODUCT_CATEGORY/BUSINESS_ROLE",
+        ),
+        sa.Column(
+            "options_text",
+            sa.String(length=255),
+            nullable=True,
+            comment="枚举选项（竖线分隔），仅 ENUM 使用",
+        ),
+        sa.Column(
+            "default_value",
+            sa.String(length=64),
+            nullable=True,
+            comment="系统默认值（Fraction 可解析字符串）",
+        ),
+        sa.Column(
+            "value_min", sa.String(length=64), nullable=True, comment="取值下限（含），校验用"
+        ),
+        sa.Column(
+            "value_max", sa.String(length=64), nullable=True, comment="取值上限（含），校验用"
+        ),
+        sa.Column(
+            "description", sa.String(length=255), nullable=True, comment="口径说明（配置页展示）"
+        ),
+        sa.Column(
+            "sort_order", sa.Integer(), server_default="0", nullable=False, comment="显示排序"
+        ),
+        sa.Column(
+            "status",
+            mysql.TINYINT(),
+            server_default="1",
+            nullable=False,
+            comment="状态：1启用 0停用",
+        ),
+        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.PrimaryKeyConstraint("id", name=op.f("pk_param_definitions")),
+        sa.UniqueConstraint("param_code", name=op.f("uk_param_definitions_param_code")),
+        comment="计提参数定义表",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "param_change_batches",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "version_no", sa.String(length=32), nullable=False, comment="版本号，如 P20261012-01"
+        ),
+        sa.Column("effective_date", sa.Date(), nullable=False, comment="生效日期（业务日期口径）"),
+        sa.Column(
+            "change_type",
+            mysql.TINYINT(),
+            nullable=False,
+            comment="生效方式：1立即生效 2指定日期生效",
+        ),
+        sa.Column("remark", sa.String(length=255), nullable=True, comment="变更说明"),
+        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(
+            "item_count", sa.Integer(), server_default="0", nullable=False, comment="变更参数项数"
+        ),
+        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_param_change_batches_operator_id"),
+            ondelete="SET NULL",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_param_change_batches")),
+        sa.UniqueConstraint("version_no", name=op.f("uk_param_change_batches_version_no")),
+        comment="参数变更批次表",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_table(
+        "param_values",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column(
+            "param_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="参数定义ID（param_definitions.id）",
+        ),
+        sa.Column(
+            "dimension_value",
+            sa.String(length=32),
+            server_default=sa.text("''"),
+            nullable=False,
+            comment="维度取值：NONE维度为空串；产品类别/岗位编码为具体值",
+        ),
+        sa.Column(
+            "effective_date", sa.Date(), nullable=False, comment="生效日期（按业务日期时点化取值）"
+        ),
+        sa.Column(
+            "value_text",
+            sa.String(length=64),
+            nullable=False,
+            comment="参数值（Fraction 可解析字符串/枚举码/开关）",
+        ),
+        sa.Column(
+            "old_value_text", sa.String(length=64), nullable=True, comment="变更前值（留痕）"
+        ),
+        sa.Column(
+            "batch_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=False,
+            comment="变更批次ID（param_change_batches.id）",
+        ),
+        sa.Column(
+            "create_time",
+            sa.DateTime(),
+            server_default=sa.text("CURRENT_TIMESTAMP"),
+            nullable=False,
+            comment="创建时间",
+        ),
+        sa.ForeignKeyConstraint(
+            ["batch_id"],
+            ["param_change_batches.id"],
+            name=op.f("fk_param_values_batch_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.ForeignKeyConstraint(
+            ["param_id"],
+            ["param_definitions.id"],
+            name=op.f("fk_param_values_param_id"),
+            ondelete="RESTRICT",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_param_values")),
+        comment="参数版本条目表（append-only，按生效日期时点化取值）",
+        mysql_charset="utf8mb4",
+        mysql_collate="utf8mb4_general_ci",
+        mysql_engine="InnoDB",
+    )
+    op.create_index("idx_param_values_batch_id", "param_values", ["batch_id"], unique=False)
+    op.create_index(
+        "idx_param_values_effective_date", "param_values", ["effective_date"], unique=False
+    )
+    op.create_index(
+        "idx_param_values_param_id_dimension_value_effective_date",
+        "param_values",
+        ["param_id", "dimension_value", "effective_date"],
+        unique=False,
+    )
+    # ### end Alembic commands ###
+
+    # ---- 种子数据（生产与开发同源；口径依据 2026-10-12 业务裁决对照表）----
+    # 显式指定 id：四张表均为本迁移新建、应用时必为空表，id 稳定可控；
+    # param_values 按 param_id 引用定义，无法依赖自增（bulk_insert 取不回自增值）。
+    op.bulk_insert(
+        sa.table(
+            "business_roles",
+            sa.column("id", sa.BigInteger),
+            sa.column("role_code", sa.String),
+            sa.column("role_name", sa.String),
+            sa.column("calc_template", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+            sa.column("is_builtin", sa.Integer),
+        ),
+        [
+            {
+                "id": 1,
+                "role_code": "salesperson",
+                "role_name": "营销员",
+                "calc_template": "TPL_SALESPERSON_DECAY",
+                "description": "业务员个人户：回款天数线性递减（10‰ − 天数×4/360‰，361 天起固定 4‰）",
+                "sort_order": 1,
+                "is_builtin": 1,
+            },
+            {
+                "id": 2,
+                "role_code": "sales_manager",
+                "role_name": "营销经理",
+                "calc_template": "TPL_MANAGER_SHARE",
+                "description": "经理绩效：∑本团队业务员绩效×12.5% + ∑全公司业务员绩效×5%",
+                "sort_order": 2,
+                "is_builtin": 1,
+            },
+            {
+                "id": 3,
+                "role_code": "info_officer",
+                "role_name": "信息员",
+                "calc_template": "TPL_INFO_SALES_FIXED",
+                "description": "信息员绩效：本人销售额×1‰",
+                "sort_order": 3,
+                "is_builtin": 1,
+            },
+        ],
+    )
+
+    op.bulk_insert(
+        sa.table(
+            "param_change_batches",
+            sa.column("id", sa.BigInteger),
+            sa.column("version_no", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("change_type", sa.Integer),
+            sa.column("remark", sa.String),
+            sa.column("operator_name", sa.String),
+            sa.column("item_count", sa.Integer),
+        ),
+        [
+            {
+                "id": 1,
+                "version_no": "P20260101-00",
+                "effective_date": date(2026, 1, 1),
+                "change_type": 1,
+                "remark": "初始版本（系统初始化种子，口径依据 2026-10-12 业务裁决）",
+                "operator_name": "system",
+                "item_count": 19,
+            }
+        ],
+    )
+
+    op.bulk_insert(
+        sa.table(
+            "param_definitions",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_code", sa.String),
+            sa.column("param_name", sa.String),
+            sa.column("param_group", sa.String),
+            sa.column("value_type", sa.String),
+            sa.column("unit", sa.String),
+            sa.column("dimension_type", sa.String),
+            sa.column("options_text", sa.String),
+            sa.column("default_value", sa.String),
+            sa.column("value_min", sa.String),
+            sa.column("value_max", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+        ),
+        [
+            {
+                "id": 1,
+                "param_code": "salesperson.rate.start",
+                "param_name": "业务员起始计提比例",
+                "param_group": "业务员个人户",
+                "value_type": "DECIMAL",
+                "unit": "‰",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "10",
+                "value_min": "0",
+                "value_max": None,
+                "description": "线性递减段起始值：比例 = 起始 − 回款天数 × 斜率（≤分界天数）",
+                "sort_order": 1,
+            },
+            {
+                "id": 2,
+                "param_code": "salesperson.rate.slope",
+                "param_name": "业务员日递减斜率",
+                "param_group": "业务员个人户",
+                "value_type": "DECIMAL",
+                "unit": "‰/天",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "4/360",
+                "value_min": "0",
+                "value_max": None,
+                "description": "精确分数 4/360‰/天（=1/90），禁止按 0.011111 截断存储",
+                "sort_order": 2,
+            },
+            {
+                "id": 3,
+                "param_code": "salesperson.rate.floor",
+                "param_name": "业务员计提下限",
+                "param_group": "业务员个人户",
+                "value_type": "DECIMAL",
+                "unit": "‰",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "4",
+                "value_min": "0",
+                "value_max": None,
+                "description": "回款天数超过分界天数后固定取此比例（≥361 天 = 4‰）",
+                "sort_order": 3,
+            },
+            {
+                "id": 4,
+                "param_code": "salesperson.days.boundary",
+                "param_name": "线性递减分界天数",
+                "param_group": "业务员个人户",
+                "value_type": "INT",
+                "unit": "天",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "360",
+                "value_min": "0",
+                "value_max": None,
+                "description": "≤分界天数按公式线性递减（360 天=6‰）；超过则取下限",
+                "sort_order": 4,
+            },
+            {
+                "id": 5,
+                "param_code": "manager.share.team",
+                "param_name": "经理本团队分成比例",
+                "param_group": "经理分成",
+                "value_type": "DECIMAL",
+                "unit": "%",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "12.5",
+                "value_min": "0",
+                "value_max": "100",
+                "description": "∑本人带领业务员绩效 × 此比例（限本团队）",
+                "sort_order": 5,
+            },
+            {
+                "id": 6,
+                "param_code": "manager.share.company",
+                "param_name": "经理全公司分成比例",
+                "param_group": "经理分成",
+                "value_type": "DECIMAL",
+                "unit": "%",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "5",
+                "value_min": "0",
+                "value_max": "100",
+                "description": "∑全部业务员绩效 × 此比例（全公司）",
+                "sort_order": 6,
+            },
+            {
+                "id": 7,
+                "param_code": "enterprise.rate",
+                "param_name": "企业户计提比例",
+                "param_group": "企业户",
+                "value_type": "DECIMAL",
+                "unit": "‰",
+                "dimension_type": "PRODUCT_CATEGORY",
+                "options_text": None,
+                "default_value": "3",
+                "value_min": "0",
+                "value_max": None,
+                "description": "所有企业户适用；2026-08-13 起由 2‰ 提高至 3‰",
+                "sort_order": 7,
+            },
+            {
+                "id": 8,
+                "param_code": "info.rate",
+                "param_name": "信息员计提比例",
+                "param_group": "信息员",
+                "value_type": "DECIMAL",
+                "unit": "‰",
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": None,
+                "default_value": "1",
+                "value_min": "0",
+                "value_max": None,
+                "description": "信息员绩效 = 本人销售额 × 此比例",
+                "sort_order": 8,
+            },
+            {
+                "id": 9,
+                "param_code": "prepay.rate",
+                "param_name": "预付款计提比例",
+                "param_group": "支付环节",
+                "value_type": "DECIMAL",
+                "unit": "‰",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "10",
+                "value_min": "0",
+                "value_max": None,
+                "description": "预付款统一按此比例计提",
+                "sort_order": 9,
+            },
+            {
+                "id": 10,
+                "param_code": "barter.discount",
+                "param_name": "以物抵顶折算比例",
+                "param_group": "支付环节",
+                "value_type": "DECIMAL",
+                "unit": "%",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "80",
+                "value_min": "0",
+                "value_max": "100",
+                "description": "以物抵顶回款绩效按应发绩效的此比例折算",
+                "sort_order": 10,
+            },
+            {
+                "id": 11,
+                "param_code": "payment.start.ratio",
+                "param_name": "支付起付比例",
+                "param_group": "支付环节",
+                "value_type": "DECIMAL",
+                "unit": "%",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "60",
+                "value_min": "0",
+                "value_max": "100",
+                "description": "单项业务回款额达销售额（不含运费）此比例后起付；达标前累计",
+                "sort_order": 11,
+            },
+            {
+                "id": 12,
+                "param_code": "payment.weight.mode",
+                "param_name": "支付权重应用方式",
+                "param_group": "支付环节",
+                "value_type": "ENUM",
+                "unit": None,
+                "dimension_type": "NONE",
+                "options_text": "FULL|BALANCE",
+                "default_value": "FULL",
+                "value_min": None,
+                "value_max": None,
+                "description": "FULL=按 R×R 乘当月全额应发绩效；BALANCE=乘余额（语义待 M3 前确认）",
+                "sort_order": 12,
+            },
+            {
+                "id": 13,
+                "param_code": "product.threshold",
+                "param_name": "折算毛利润额阈值",
+                "param_group": "产品阈值",
+                "value_type": "DECIMAL",
+                "unit": "%",
+                "dimension_type": "PRODUCT_CATEGORY",
+                "options_text": None,
+                "default_value": "30",
+                "value_min": "0",
+                "value_max": "100",
+                "description": "折算毛利润额 = 销售额 ×(毛利润率 − 阈值)；市政水利 30%、轨交 20%",
+                "sort_order": 13,
+            },
+            {
+                "id": 14,
+                "param_code": "salary.basic.mode",
+                "param_name": "月工资基本工资口径",
+                "param_group": "月工资口径",
+                "value_type": "ENUM",
+                "unit": None,
+                "dimension_type": "BUSINESS_ROLE",
+                "options_text": "INCLUDE|DEDUCT|EXCLUDE",
+                "default_value": "INCLUDE",
+                "value_min": None,
+                "value_max": None,
+                "description": "INCLUDE含基本工资 / DEDUCT扣除基本工资 / EXCLUDE不计",
+                "sort_order": 14,
+            },
+            {
+                "id": 15,
+                "param_code": "probation.annual.threshold",
+                "param_name": "试用期年累计结算阈值",
+                "param_group": "月工资口径",
+                "value_type": "DECIMAL",
+                "unit": "元",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "18000",
+                "value_min": "0",
+                "value_max": None,
+                "description": "试用期年累计绩效超过此值部分年底一次性结算",
+                "sort_order": 15,
+            },
+            {
+                "id": 16,
+                "param_code": "probation.salary.basic",
+                "param_name": "试用期基本工资标准",
+                "param_group": "月工资口径",
+                "value_type": "DECIMAL",
+                "unit": "元",
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "3000",
+                "value_min": "0",
+                "value_max": None,
+                "description": "试用期仅发基本工资、不发放绩效（归属待 M2 复核）",
+                "sort_order": 16,
+            },
+        ],
+    )
+
+    op.bulk_insert(
+        sa.table(
+            "param_values",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_id", sa.BigInteger),
+            sa.column("dimension_value", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("value_text", sa.String),
+            sa.column("batch_id", sa.BigInteger),
+        ),
+        [
+            # 业务员个人户（2026-02-17 折算公式执行日起）
+            {
+                "id": 1,
+                "param_id": 1,
+                "dimension_value": "salesperson",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "10",
+                "batch_id": 1,
+            },
+            {
+                "id": 2,
+                "param_id": 2,
+                "dimension_value": "salesperson",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "4/360",
+                "batch_id": 1,
+            },
+            {
+                "id": 3,
+                "param_id": 3,
+                "dimension_value": "salesperson",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "4",
+                "batch_id": 1,
+            },
+            {
+                "id": 4,
+                "param_id": 4,
+                "dimension_value": "salesperson",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "360",
+                "batch_id": 1,
+            },
+            # 经理与信息员（2026-08-13 执行日起）
+            {
+                "id": 5,
+                "param_id": 5,
+                "dimension_value": "sales_manager",
+                "effective_date": date(2026, 8, 13),
+                "value_text": "12.5",
+                "batch_id": 1,
+            },
+            {
+                "id": 6,
+                "param_id": 6,
+                "dimension_value": "sales_manager",
+                "effective_date": date(2026, 8, 13),
+                "value_text": "5",
+                "batch_id": 1,
+            },
+            {
+                "id": 7,
+                "param_id": 7,
+                "dimension_value": "",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "2",
+                "batch_id": 1,
+            },
+            {
+                "id": 8,
+                "param_id": 7,
+                "dimension_value": "",
+                "effective_date": date(2026, 8, 13),
+                "value_text": "3",
+                "batch_id": 1,
+            },
+            {
+                "id": 9,
+                "param_id": 8,
+                "dimension_value": "info_officer",
+                "effective_date": date(2026, 8, 13),
+                "value_text": "1",
+                "batch_id": 1,
+            },
+            # 支付环节与通用口径（需规默认值，无历史冲突）
+            {
+                "id": 10,
+                "param_id": 9,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "10",
+                "batch_id": 1,
+            },
+            {
+                "id": 11,
+                "param_id": 10,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "80",
+                "batch_id": 1,
+            },
+            {
+                "id": 12,
+                "param_id": 11,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "60",
+                "batch_id": 1,
+            },
+            {
+                "id": 13,
+                "param_id": 12,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "FULL",
+                "batch_id": 1,
+            },
+            # 产品阈值（按产品类别维度）
+            {
+                "id": 14,
+                "param_id": 13,
+                "dimension_value": "municipal_water",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "30",
+                "batch_id": 1,
+            },
+            {
+                "id": 15,
+                "param_id": 13,
+                "dimension_value": "rail_transit",
+                "effective_date": date(2026, 2, 17),
+                "value_text": "20",
+                "batch_id": 1,
+            },
+            # 月工资口径（按岗位维度）
+            {
+                "id": 16,
+                "param_id": 14,
+                "dimension_value": "salesperson",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "INCLUDE",
+                "batch_id": 1,
+            },
+            {
+                "id": 17,
+                "param_id": 14,
+                "dimension_value": "sales_manager",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "DEDUCT",
+                "batch_id": 1,
+            },
+            {
+                "id": 18,
+                "param_id": 15,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "18000",
+                "batch_id": 1,
+            },
+            {
+                "id": 19,
+                "param_id": 16,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "3000",
+                "batch_id": 1,
+            },
+        ],
+    )
+
+
+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 会连带删除索引与外键。
+    # 原 autogenerate 输出的逐个 drop_index 会失败：组合索引最左列 param_id 与
+    # idx_param_values_batch_id 分别是两个外键的唯一支撑索引（MySQL errno 1553）。
+    # 删除顺序：先删引用方 param_values，再删被引用方。
+    op.drop_table("param_values")
+    op.drop_table("param_change_batches")
+    op.drop_table("param_definitions")
+    op.drop_table("business_roles")

backend/alembic/versions/c3a9e1d7b2f4_v13_客户评级落库.py

@@ -0,0 +1,51 @@
+"""v13 客户评级落库
+
+Revision ID: c3a9e1d7b2f4
+Revises: 7f4f7b918bc4
+Create Date: 2026-10-23 10:30:00.000000
+
+评级计算器从独立工具页并入客户管理（行内弹窗），评分由「不落库」改为
+保存为客户档案属性：``rating_score`` 总分 + ``rating_time`` 评级时间。
+两列均可空（null = 未评分，历史客户与新客户无需回填），人工维护字段，
+T+ 同步守则不覆盖（见 TPlusSyncMixin 的同步守则说明）。
+
+五项评分明细与命中等级都不落库：前者是打分过程的中间量，没有下游消费方；
+后者由分数按当前等级映射实时推导（等级映射是可变判定表，改了配置全部客户
+的等级随之更新），因此本迁移只落总分与评级时间两列。
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "c3a9e1d7b2f4"
+down_revision: str | Sequence[str] | None = "7f4f7b918bc4"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """customers 加评级两列，紧跟 remark 之后保持与 ORM 声明同序。
+
+    用 execute 手写而非 op.add_column：后者不带 AFTER 子句，两列会落到
+    表尾（T+ 预留列之后），与 ORM/init-dev 的声明顺序不一致。
+    """
+    op.execute(
+        "ALTER TABLE customers "
+        "ADD COLUMN rating_score TINYINT COMMENT "
+        "'评级总分（0-100，评级计算器保存；null=未评分；人工维护字段，T+ 同步不覆盖）' "
+        "AFTER remark"
+    )
+    op.execute(
+        "ALTER TABLE customers "
+        "ADD COLUMN rating_time DATETIME COMMENT "
+        "'最近评级时间（评级计算器保存评分时刷新；人工维护字段）' "
+        "AFTER rating_score"
+    )
+
+
+def downgrade() -> None:
+    """删除评级两列。评分数据随列删除，评级无下游引用、无悬空风险。"""
+    op.drop_column("customers", "rating_time")
+    op.drop_column("customers", "rating_score")

backend/alembic/versions/c7d2e5a81f30_v8_业务答复口径落实_审批开关默认_试用期参数_经理基数开关_台账分摊唯一键.py

@@ -0,0 +1,188 @@
+"""V8：业务答复口径落实（2026-10-19 回执）。
+
+四件事，全部源于《待澄清问题清单》2026-10-19 答复：
+
+1. 审批开关默认值翻转（#5/#7 答复「默认开启」）：param_definitions 的
+   default_value 更新为 '1'；param_values **插入生效日 2026-10-19 的新行**
+   而非改历史行——参数体系时点化（按业务日期回溯），直接改种子行会篡改
+   10-19 之前的口径历史。
+2. 撤销试用期统一工资参数（#16 答复「按人员档案逐人维护」）：删除
+   probation.salary.basic 的定义与版本行；月结基本工资已直接读
+   personnel.salary_standard（该参数自 M3 ④ 实现起即无业务消费点）。
+3. 新增经理个人户聚合基数开关（#12 答复「作为参数配置，手动调整是否
+   纳入」）：manager.personal.included，默认 0=不计入（维持暂口径）。
+4. 绩效台账唯一键加 personnel_id（二次分配分摊铺路，澄清 #1 答复
+   「分配绩效」）：分摊后同一回款同版本按人各落一行（负责人余额行 +
+   参与人比例行），uk(receipt_id, calc_version) 会撞；扩为三列后聚合行
+   （receipt_id NULL）依旧不受 MySQL 唯一索引约束。
+
+迁移 downgrade 只保留 drop_table/行级种子反向 DELETE（V6 教训：逐个
+drop_index 会撞外键支撑索引 errno 1553）。
+"""
+
+from datetime import date
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "c7d2e5a81f30"
+down_revision: str | None = "3bca400421c6"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    """种子行级变更 + 台账唯一键扩展（无表结构新增/删除）。"""
+    # 1. 审批开关默认值翻转（#5/#7：默认开启，业务可关闭）
+    op.execute("UPDATE param_definitions SET default_value = '1' WHERE id IN (17, 18)")
+    # 时点化生效行：插新行不改历史（10-19 前仍按 0 解析）
+    op.bulk_insert(
+        sa.table(
+            "param_values",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_id", sa.BigInteger),
+            sa.column("dimension_value", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("value_text", sa.String),
+            sa.column("batch_id", sa.BigInteger),
+        ),
+        [
+            {
+                "id": 23,
+                "param_id": 17,
+                "dimension_value": "",
+                "effective_date": date(2026, 10, 19),
+                "value_text": "1",
+                "batch_id": 1,
+            },
+            {
+                "id": 24,
+                "param_id": 18,
+                "dimension_value": "",
+                "effective_date": date(2026, 10, 19),
+                "value_text": "1",
+                "batch_id": 1,
+            },
+        ],
+    )
+
+    # 2. 撤销试用期统一工资参数（#16：按人员档案 personnel.salary_standard 逐人维护）
+    op.execute("DELETE FROM param_values WHERE id = 19")
+    op.execute("DELETE FROM param_definitions WHERE id = 16")
+
+    # 3. 经理个人户聚合基数开关（#12：参数化，默认不计入）
+    op.bulk_insert(
+        sa.table(
+            "param_definitions",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_code", sa.String),
+            sa.column("param_name", sa.String),
+            sa.column("param_group", sa.String),
+            sa.column("value_type", sa.String),
+            sa.column("unit", sa.String),
+            sa.column("dimension_type", sa.String),
+            sa.column("options_text", sa.String),
+            sa.column("default_value", sa.String),
+            sa.column("value_min", sa.String),
+            sa.column("value_max", sa.String),
+            sa.column("description", sa.String),
+            sa.column("sort_order", sa.Integer),
+            sa.column("status", sa.Integer),
+        ),
+        [
+            {
+                "id": 20,
+                "param_code": "manager.personal.included",
+                "param_name": "经理个人户计入聚合基数",
+                "param_group": "经理分成",
+                "value_type": "BOOL",
+                "unit": None,
+                "dimension_type": "NONE",
+                "options_text": None,
+                "default_value": "0",
+                "value_min": None,
+                "value_max": None,
+                "description": (
+                    "经理 12.5%+5% 聚合时是否计入经理本人名下经理个人户业绩（澄清 #12 "
+                    "业务答复 2026-10-19：作为参数配置、手动调整是否纳入）："
+                    "0=不计入（默认，暂口径） 1=计入"
+                ),
+                "sort_order": 20,
+                "status": 1,
+            }
+        ],
+    )
+    op.bulk_insert(
+        sa.table(
+            "param_values",
+            sa.column("id", sa.BigInteger),
+            sa.column("param_id", sa.BigInteger),
+            sa.column("dimension_value", sa.String),
+            sa.column("effective_date", sa.Date),
+            sa.column("value_text", sa.String),
+            sa.column("batch_id", sa.BigInteger),
+        ),
+        [
+            {
+                "id": 25,
+                "param_id": 20,
+                "dimension_value": "",
+                "effective_date": date(2026, 1, 1),
+                "value_text": "0",
+                "batch_id": 1,
+            }
+        ],
+    )
+
+    # 4. 台账唯一键扩为三列（分摊拆行：同回款同版本按人一行）
+    # 顺序要紧：旧 uk 是 fk_performance_ledgers_receipt_id 的唯一支撑索引，
+    # 先删会撞 errno 1553（外键无支撑索引）；先建新键（receipt_id 仍居最左）
+    # 再做替换，两键短暂并存无冲突。
+    op.create_unique_constraint(
+        "uk_performance_ledgers_receipt_id_calc_version_personnel",
+        "performance_ledgers",
+        ["receipt_id", "calc_version", "personnel_id"],
+    )
+    op.drop_constraint(
+        "uk_performance_ledgers_receipt_id_calc_version",
+        "performance_ledgers",
+        type_="unique",
+    )
+
+
+def downgrade() -> None:
+    """反向：唯一键复原 + 种子行级回退（顺序与 upgrade 相反）。
+
+    试用期参数（definitions 16 / values 19）的原始种子在 V3，按 V6 downgrade
+    的行级反向惯例显式重插，保证可重放。
+    """
+    # 与 upgrade 同因的顺序：先建回旧键再删新键（旧键支撑 receipts 外键）
+    op.create_unique_constraint(
+        "uk_performance_ledgers_receipt_id_calc_version",
+        "performance_ledgers",
+        ["receipt_id", "calc_version"],
+    )
+    op.drop_constraint(
+        "uk_performance_ledgers_receipt_id_calc_version_personnel",
+        "performance_ledgers",
+        type_="unique",
+    )
+
+    op.execute("DELETE FROM param_values WHERE id = 25")
+    op.execute("DELETE FROM param_definitions WHERE id = 20")
+
+    op.execute(
+        "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 "
+        "(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, 1)"
+    )
+    op.execute(
+        "INSERT INTO param_values (id, param_id, dimension_value, effective_date, "
+        "value_text, batch_id) VALUES (19, 16, '', '2026-01-01', '3000', 1)"
+    )
+
+    op.execute("DELETE FROM param_values WHERE id IN (23, 24)")
+    op.execute("UPDATE param_definitions SET default_value = '0' WHERE id IN (17, 18)")

backend/alembic/versions/e1133a7c670a_add_base_data_tables.py

@@ -0,0 +1,490 @@
+"""基础数据管理六表：人员/辐射区域/拓展计划/产品/客户/归属变更留痕（M2）
+
+- personnel / personnel_regions / personnel_plans：人员档案及其 1:N 子表
+- products：产品主数据（类别锚定折算阈值参数）
+- customers：客户档案（公司名称+负责人为业务唯一标识）
+- ownership_change_logs：归属变更留痕（append-only，不回溯历史）
+- 六张表的 T+ 同步预留列（source_no 等）全部可空、不设唯一键（对照表 #26）
+
+Revision ID: e1133a7c670a
+Revises: bfbda9c3191d
+Create Date: 2026-10-13 09:36:02.219248
+
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = "e1133a7c670a"
+down_revision: str | Sequence[str] | None = "bfbda9c3191d"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """应用迁移。"""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "products",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        sa.Column("product_name", sa.String(length=128), nullable=False, comment="产品名称"),
+        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）",
+        ),
+        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(
+            "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_table(
+        "ownership_change_logs",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        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(
+            "customer_id",
+            mysql.BIGINT(unsigned=True),
+            nullable=True,
+            comment="客户ID（固化，owner_type=1 时非空）",
+        ),
+        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(
+            "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.f("idx_ownership_change_logs_business_id"),
+        "ownership_change_logs",
+        ["business_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("idx_ownership_change_logs_create_time"),
+        "ownership_change_logs",
+        ["create_time"],
+        unique=False,
+    )
+    op.create_table(
+        "personnel",
+        sa.Column(
+            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
+        ),
+        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.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,
+    )
+    # ### end Alembic commands ###
+
+
+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。
+    """
+    op.drop_table("personnel_regions")
+    op.drop_table("personnel_plans")
+    op.drop_table("customers")
+    op.drop_table("personnel")
+    op.drop_table("ownership_change_logs")
+    op.drop_table("products")

backend/alembic/versions/f3a8c2d61b47_v11_审批快照与方案版本化.py

@@ -0,0 +1,93 @@
+"""v11 审批快照与方案版本化
+
+Revision ID: f3a8c2d61b47
+Revises: 90653814a421
+Create Date: 2026-10-20 10:30:00.000000
+
+补齐 code-review 遗留 2 项：
+
+- 审批单加 ``version_no`` 与 ``snapshot_json``：重提产生新版本，送审内容
+  在提交时固化，审批期间业务再改不影响复核依据；
+- 二次分配方案行改 append-only 版本化：加 ``version_no`` / ``is_active``，
+  唯一键由 (business_id, personnel_id) 扩为
+  (business_id, version_no, personnel_id)，编辑替换与驳回清空只置历史、
+  不再物理删除。
+
+存量数据均落 ``version_no=1`` / ``is_active=1``：升级前的行就是当前生效
+版本，语义不变。审批单存量快照为空，详情接口按「当前内容回退 + 显式
+标注」处理，不做历史回填（回填会伪造提交时内容）。
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "f3a8c2d61b47"
+down_revision: str | Sequence[str] | None = "90653814a421"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """加审批快照列/索引与方案版本列，替换唯一键。"""
+    op.execute(
+        "ALTER TABLE approval_orders "
+        "ADD COLUMN version_no INT NOT NULL DEFAULT 1 "
+        "COMMENT '提交版本号（同一对象类型+引用对象从1递增；重提产生新版本，旧单快照不覆盖）' "
+        "AFTER refer_no"
+    )
+    op.execute(
+        "ALTER TABLE approval_orders "
+        "ADD COLUMN snapshot_json JSON NULL "
+        "COMMENT '提交时内容快照（信封：schema_version/order_type/captured_at/data；历史单可空）' "
+        "AFTER version_no"
+    )
+    op.execute("CREATE INDEX idx_approval_orders_type_ref ON approval_orders (order_type, ref_id)")
+
+    op.execute(
+        "ALTER TABLE business_secondary_allocations "
+        "ADD COLUMN version_no INT NOT NULL DEFAULT 1 "
+        "COMMENT '方案版本号（同一业务从1递增；编辑/重提产生新版本，旧版本仅置历史）' "
+        "AFTER business_id"
+    )
+    op.execute(
+        "ALTER TABLE business_secondary_allocations "
+        "ADD COLUMN is_active TINYINT NOT NULL DEFAULT 1 "
+        "COMMENT '是否当前生效版本：1生效 0历史（编辑替换/驳回清空后置0，行不删除）' "
+        "AFTER ratio"
+    )
+    op.execute(
+        "ALTER TABLE business_secondary_allocations "
+        "DROP INDEX uk_business_secondary_allocations_business_personnel, "
+        "ADD CONSTRAINT uk_business_secondary_allocations_business_version_personnel "
+        "UNIQUE (business_id, version_no, personnel_id)"
+    )
+    op.execute(
+        "CREATE INDEX idx_business_secondary_allocations_business_active "
+        "ON business_secondary_allocations (business_id, is_active)"
+    )
+    op.execute(
+        "ALTER TABLE business_secondary_allocations COMMENT = "
+        "'业务二次分配方案版本表（append-only；比例不要求合计满额，余额归属待澄清）'"
+    )
+
+
+def downgrade() -> None:
+    """回退结构（降级前须确认同业务同一参与人只存在于一个版本）。"""
+    op.execute(
+        "DROP INDEX idx_business_secondary_allocations_business_active "
+        "ON business_secondary_allocations"
+    )
+    op.execute(
+        "ALTER TABLE business_secondary_allocations "
+        "DROP INDEX uk_business_secondary_allocations_business_version_personnel, "
+        "ADD CONSTRAINT uk_business_secondary_allocations_business_personnel "
+        "UNIQUE (business_id, personnel_id)"
+    )
+    op.execute("ALTER TABLE business_secondary_allocations DROP COLUMN is_active")
+    op.execute("ALTER TABLE business_secondary_allocations DROP COLUMN version_no")
+
+    op.execute("DROP INDEX idx_approval_orders_type_ref ON approval_orders")
+    op.execute("ALTER TABLE approval_orders DROP COLUMN snapshot_json")
+    op.execute("ALTER TABLE approval_orders DROP COLUMN version_no")

backend/app/api/deps.py

@@ -2,16 +2,18 @@
 
 from typing import Annotated
 
-from fastapi import Depends
+from fastapi import Depends, Request
 from fastapi.security import HTTPAuthorizationCredentials, HTTPBearer
 from sqlalchemy.orm import Session
 
+from app.core.constants import ROLE_ADMIN
 from app.core.db import get_db
-from app.core.exceptions import AuthError
+from app.core.exceptions import AuthError, ForbiddenError
 from app.core.security import decode_token
 from app.models import User
 from app.repositories import user_repository
 from app.services import token_blacklist
+from app.services.audit_service import RequestMeta
 
 # auto_error=False：令牌缺失时由我们自己抛 AuthError，
 # 才能返回统一响应信封，而不是 FastAPI 默认的 {"detail": "Not authenticated"}
@@ -21,6 +23,29 @@ BearerCredentials = Annotated[HTTPAuthorizationCredentials | None, Depends(_bear
 DbSession = Annotated[Session, Depends(get_db)]
 
 
+def client_ip(request: Request) -> str | None:
+    """取客户端 IP。
+
+    当前取直连地址。生产环境经 Nginx 反代后直连地址会变成代理地址，
+    届时需改为读取 `X-Forwarded-For` 的**第一个**值 —— 且必须确保该头
+    由网关覆写，否则客户端可以伪造。此改动留到部署阶段一并处理。
+    """
+    return request.client.host if request.client else None
+
+
+def get_request_meta(request: Request) -> RequestMeta:
+    """提取 HTTP 请求元信息，供操作日志审计使用。"""
+    return RequestMeta(
+        ip=client_ip(request),
+        user_agent=request.headers.get("user-agent"),
+        method=request.method,
+        path=request.url.path,
+    )
+
+
+RequestMetaDep = Annotated[RequestMeta, Depends(get_request_meta)]
+
+
 def get_raw_token(credentials: BearerCredentials) -> str:
     """取原始令牌字符串。登出时需要它来解析 jti。"""
     if credentials is None or not credentials.credentials:
@@ -71,3 +96,46 @@ def _is_digits(value: object) -> bool:
     令牌内容不可信，直接 int() 会因非法输入抛 ValueError 而不是 401。
     """
     return isinstance(value, str) and value.isdigit()
+
+
+def require_admin(current_user: Annotated[User, Depends(get_current_user)]) -> User:
+    """要求当前用户具备管理员角色。
+
+    需求 2.5.1 只定义了「系统管理员（全部权限）」与「普通用户（业务操作）」两个
+    角色，故权限判定用**角色粗粒度**即可，不必引入权限码表 —— `permissions`
+    与 `role_permissions` 表已建好，等业务方给出权限清单后再启用。
+
+    :raises ForbiddenError: 已登录但不具备管理员角色（403）
+    """
+    if ROLE_ADMIN not in user_repository.get_role_codes(current_user):
+        raise ForbiddenError("需要管理员权限")
+    return current_user
+
+
+AdminUser = Annotated[User, Depends(require_admin)]
+
+# 仅要求登录态、不限角色（#17 答复 2026-10-19：薪酬敏感配置「查看可、修改仅
+# 管理员」——参数目录/历史/预览等只读端点用此依赖）
+LoginUser = Annotated[User, Depends(get_current_user)]
+
+
+def require_roles(*role_codes: str, message: str = "无权访问审批管理"):
+    """要求当前用户具备任一指定角色（依赖工厂）。
+
+    与 require_admin 的差别：admin 不是天然放行——传入集合里显式含
+    ROLE_ADMIN 才可见。用于审批等模块的粗粒度准入；节点级准入仍由
+    service 按单据状态二次校验（双层：模块可见 ≠ 可操作）。
+
+    ``message`` 允许各模块替换 403 文案（默认值保持审批模块原文案，
+    避免既有调用与测试变动）。
+
+    :raises ForbiddenError: 已登录但不具备任一指定角色（403）
+    """
+
+    def _checker(current_user: Annotated[User, Depends(get_current_user)]) -> User:
+        codes = set(user_repository.get_role_codes(current_user))
+        if not codes & set(role_codes):
+            raise ForbiddenError(message)
+        return current_user
+
+    return _checker

backend/app/api/router.py

@@ -8,6 +8,25 @@ from fastapi import APIRouter
 
 from app.api import health
 from app.api.v1 import auth
+from app.api.v1.base import business_roles as base_business_roles
+from app.api.v1.base import customers as base_customers
+from app.api.v1.base import personnel as base_personnel
+from app.api.v1.base import products as base_products
+from app.api.v1.business import businesses as business_businesses
+from app.api.v1.business import ratings as business_ratings
+from app.api.v1.business import receipts as business_receipts
+from app.api.v1.business import shipments as business_shipments
+from app.api.v1.calc import router as calc_router
+from app.api.v1.dashboard import router as dashboard_router
+from app.api.v1.reports import router as reports_router
+from app.api.v1.settlements import router as settlements_router
+from app.api.v1.system import approvals as system_approvals
+from app.api.v1.system import business_roles as system_business_roles
+from app.api.v1.system import logs as system_logs
+from app.api.v1.system import params as system_params
+from app.api.v1.system import roles as system_roles
+from app.api.v1.system import settings as system_settings
+from app.api.v1.system import users as system_users
 
 api_router = APIRouter()
 
@@ -17,4 +36,42 @@ api_router.include_router(health.router)
 # 业务接口：/api/v1/*
 v1_router = APIRouter(prefix="/v1")
 v1_router.include_router(auth.router)
+
+# 系统管理（需求 2.5.1）：/api/v1/system/*
+system_router = APIRouter(prefix="/system")
+system_router.include_router(system_users.router)
+system_router.include_router(system_roles.router)
+system_router.include_router(system_business_roles.router)
+system_router.include_router(system_params.router)
+system_router.include_router(system_settings.router)
+system_router.include_router(system_approvals.router)
+system_router.include_router(system_logs.operation_router)
+system_router.include_router(system_logs.login_router)
+v1_router.include_router(system_router)
+
+# 基础数据（需求 2.1）：/api/v1/base/*，业务操作登录即可访问
+base_router = APIRouter(prefix="/base")
+base_router.include_router(base_personnel.router)
+base_router.include_router(base_products.router)
+base_router.include_router(base_customers.router)
+base_router.include_router(base_business_roles.router)
+v1_router.include_router(base_router)
+
+# 业务数据（需求 2.2）：/api/v1/business/*，业务操作登录即可访问
+business_router = APIRouter(prefix="/business")
+business_router.include_router(business_businesses.router)
+business_router.include_router(business_shipments.router)
+business_router.include_router(business_receipts.router)
+business_router.include_router(business_ratings.router)
+v1_router.include_router(business_router)
+
+# 绩效核算（M3 ④）：/api/v1/calc/*，读登录即可、写限管理员与营销后勤
+v1_router.include_router(calc_router)
+# 月度结算（M3 ④）：/api/v1/settlements/*，读登录即可、写限管理员与营销后勤
+v1_router.include_router(settlements_router)
+# 报表统计（M4 ⑤）：/api/v1/reports/*，只读，限管理员/财务/领导
+v1_router.include_router(reports_router)
+# 工作台（M4 ⑧）：/api/v1/dashboard，四区块只读聚合，限管理员/财务/领导
+v1_router.include_router(dashboard_router)
+
 api_router.include_router(v1_router)

backend/app/api/v1/auth.py

@@ -4,7 +4,7 @@ from typing import Annotated
 
 from fastapi import APIRouter, Depends, Request
 
-from app.api.deps import DbSession, get_current_user, get_raw_token
+from app.api.deps import DbSession, client_ip, get_current_user, get_raw_token
 from app.core.response import ApiResponse, ok
 from app.models import User
 from app.repositories.user_repository import get_role_codes
@@ -14,16 +14,6 @@ from app.services import auth_service, captcha_service
 router = APIRouter(prefix="/auth", tags=["认证"])
 
 
-def _client_ip(request: Request) -> str | None:
-    """取客户端 IP。
-
-    当前取直连地址。生产环境经 Nginx 反代后直连地址会变成代理地址，
-    届时需改为读取 `X-Forwarded-For` 的**第一个**值 —— 且必须确保该头
-    由网关覆写，否则客户端可以伪造。此改动留到部署阶段一并处理。
-    """
-    return request.client.host if request.client else None
-
-
 @router.get("/captcha", response_model=ApiResponse[CaptchaOut], summary="获取图形验证码")
 def get_captcha() -> ApiResponse[CaptchaOut]:
     """签发图形验证码。无需认证。
@@ -52,7 +42,7 @@ def login(payload: LoginIn, request: Request, session: DbSession) -> ApiResponse
         password=payload.password,
         captcha_id=payload.captcha_id,
         captcha_code=payload.captcha_code,
-        ip=_client_ip(request),
+        ip=client_ip(request),
         user_agent=request.headers.get("user-agent"),
     )
     return ok(result, message="登录成功")

backend/app/api/v1/base/__init__.py

@@ -0,0 +1,8 @@
+"""基础数据管理接口（需求 2.1）。
+
+挂载于 `/api/v1/base/*`，含人员管理、辐射区域、拓展计划等基础数据的维护入口。
+
+与 `api/v1/system` 的权限分工：基础数据是**业务操作**，登录即可访问
+（不要求管理员）；写操作同样经 `RequestMetaDep` 带入请求元信息，
+由 service 层写入操作日志。
+"""

backend/app/api/v1/base/business_roles.py

@@ -0,0 +1,34 @@
+"""岗位下拉选项（基础数据与报表筛选共用）。
+
+岗位管理本身仅管理员可用（FR-006），但报表的「岗位」筛选对财务/领导
+开放（FR-029）。为避免把管理接口整体放开，这里提供只读、登录即可的
+启用岗位选项；写操作仍走 `/system/business-roles` 的管理员端点。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends
+
+from app.api.deps import DbSession, get_current_user
+from app.core.response import ApiResponse, ok
+from app.models import User
+from app.schemas.business_role import BusinessRoleOptionOut
+from app.services import business_role_service
+
+router = APIRouter(prefix="/business-roles", tags=["人员管理"])
+
+# 基础数据是业务操作：登录即可，不要求管理员
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+
+@router.get(
+    "/options",
+    response_model=ApiResponse[list[BusinessRoleOptionOut]],
+    summary="岗位下拉选项",
+)
+def list_options(session: DbSession, _: CurrentUser) -> ApiResponse[list[BusinessRoleOptionOut]]:
+    """岗位选项（登录即可；含停用——人员档案可能仍引用停用岗位）。
+
+    岗位规模有限（内置 + 自定义），一次取全量，不做分页。
+    """
+    return ok(business_role_service.list_options(session))

backend/app/api/v1/base/customers.py

@@ -0,0 +1,168 @@
+"""客户管理接口（需求 2.1.3）。
+
+归属调整有专属端点 ``PUT /{id}/ownership``：它是唯一写归属留痕的入口，
+编辑端点的 schema 不含归属字段 —— 防止出现「改了归属却无留痕」的旁路
+（原因详见 `schemas.customer.CustomerUpdateIn`）。
+
+与 `api/v1/system` 的权限分工：基础数据是**业务操作**，登录即可访问
+（不要求管理员）；写操作同样经 `RequestMetaDep` 带入请求元信息，
+由 service 层写入操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, PageQuery, PageResult, ok
+from app.models import User
+from app.schemas.customer import (
+    CustomerCreateIn,
+    CustomerOut,
+    CustomerOwnershipIn,
+    CustomerQuery,
+    CustomerRatingIn,
+    CustomerUpdateIn,
+    OwnershipChangeLogOut,
+)
+from app.services import customer_service
+
+router = APIRouter(prefix="/customers", tags=["客户管理"])
+
+# 基础数据不要求管理员（见模块 docstring），登录用户即可操作
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+
+@router.get("", response_model=ApiResponse[PageResult[CustomerOut]], summary="客户列表")
+def list_customers(
+    session: DbSession,
+    _: CurrentUser,
+    query: Annotated[CustomerQuery, Query()],
+) -> ApiResponse[PageResult[CustomerOut]]:
+    """分页查询客户（keyword 对公司名称/客户负责人模糊匹配，附归属人员姓名）。"""
+    return ok(customer_service.list_customers(session, query))
+
+
+@router.post("", response_model=ApiResponse[CustomerOut], summary="新增客户")
+def create_customer(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: CustomerCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[CustomerOut]:
+    """新增客户。客户分类须在注册表内；「公司名称+负责人」组合唯一。"""
+    return ok(
+        customer_service.create_customer(session, payload, operator=current_user, meta=meta),
+        message="客户已创建",
+    )
+
+
+@router.get("/{customer_id}", response_model=ApiResponse[CustomerOut], summary="客户详情")
+def get_customer(
+    session: DbSession,
+    _: CurrentUser,
+    customer_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[CustomerOut]:
+    """按主键查询客户详情。"""
+    return ok(customer_service.get_customer(session, customer_id))
+
+
+@router.put("/{customer_id}", response_model=ApiResponse[CustomerOut], summary="编辑客户")
+def update_customer(
+    session: DbSession,
+    current_user: CurrentUser,
+    customer_id: Annotated[int, Path(ge=1)],
+    payload: CustomerUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[CustomerOut]:
+    """编辑客户档案。
+
+    **不含归属** —— 归属调整统一走 ``PUT /{id}/ownership``；编辑表单即使
+    提交 ownerPersonnelId 也会被忽略，归属以归属端点为准。
+    """
+    return ok(
+        customer_service.update_customer(
+            session, customer_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.delete("/{customer_id}", response_model=ApiResponse[None], summary="删除客户")
+def delete_customer(
+    session: DbSession,
+    current_user: CurrentUser,
+    customer_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除客户（物理删除）。
+
+    已存在关联业务时返回 400（先处理相关业务单据）。
+    """
+    customer_service.delete_customer(session, customer_id, operator=current_user, meta=meta)
+    return ok(message="客户已删除")
+
+
+@router.put(
+    "/{customer_id}/rating",
+    response_model=ApiResponse[CustomerOut],
+    summary="保存客户评级",
+)
+def rate_customer(
+    session: DbSession,
+    current_user: CurrentUser,
+    customer_id: Annotated[int, Path(ge=1)],
+    payload: CustomerRatingIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[CustomerOut]:
+    """保存评级总分（评级计算器「保存评分」）。
+
+    评分是客户档案属性：存总分与评级时间，五项明细不落库（对照表 #25）；
+    编辑端点不含评分 —— 评分只走本端点，由计算器统一入口写入。
+    """
+    return ok(
+        customer_service.rate_customer(
+            session, customer_id, payload, operator=current_user, meta=meta
+        ),
+        message="评级已保存",
+    )
+
+
+@router.put(
+    "/{customer_id}/ownership",
+    response_model=ApiResponse[CustomerOut],
+    summary="归属变更",
+)
+def change_ownership(
+    session: DbSession,
+    current_user: CurrentUser,
+    customer_id: Annotated[int, Path(ge=1)],
+    payload: CustomerOwnershipIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[CustomerOut]:
+    """调整客户归属（唯一写归属留痕的入口）。
+
+    只影响变更后核算，不回溯历史（对照表 #19）；新旧归属人员ID任一为 null
+    表示清空归属。新旧归属相同报「归属未变化」。
+    """
+    return ok(
+        customer_service.change_ownership(
+            session, customer_id, payload, operator=current_user, meta=meta
+        ),
+        message="归属已调整",
+    )
+
+
+@router.get(
+    "/{customer_id}/ownership-logs",
+    response_model=ApiResponse[PageResult[OwnershipChangeLogOut]],
+    summary="归属变更留痕",
+)
+def list_ownership_logs(
+    session: DbSession,
+    _: CurrentUser,
+    customer_id: Annotated[int, Path(ge=1)],
+    query: Annotated[PageQuery, Query()],
+) -> ApiResponse[PageResult[OwnershipChangeLogOut]]:
+    """查某客户的归属变更留痕（分页，按变更时间倒序，附新旧归属人员姓名）。"""
+    return ok(customer_service.list_ownership_logs(session, customer_id, query))

backend/app/api/v1/base/personnel.py

@@ -0,0 +1,143 @@
+"""人员管理接口（需求 2.1.1：人员档案 + 辐射区域 + 拓展计划）。
+
+基础数据属业务操作，**登录即可访问**（不要求管理员，对照系统管理模块）。
+校验规则（岗位/经理合法性、删除保护、子表全量替换的防御写法）见
+`personnel_service` 模块 docstring —— 前端提示之外，后端校验是唯一防线。
+
+写操作经 `RequestMetaDep` 带入请求元信息由 service 层写入操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.personnel import (
+    PersonnelCreateIn,
+    PersonnelDetailOut,
+    PersonnelOut,
+    PersonnelQuery,
+    PersonnelStatusIn,
+    PlanReplaceIn,
+    RegionReplaceIn,
+)
+from app.services import personnel_service
+
+# 基础数据是业务操作：登录即可，不要求管理员（区别于系统管理的 AdminUser）
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+router = APIRouter(prefix="/personnel", tags=["人员管理"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[PersonnelOut]], summary="人员列表")
+def list_personnel(
+    session: DbSession,
+    _: CurrentUser,
+    query: Annotated[PersonnelQuery, Query()],
+) -> ApiResponse[PageResult[PersonnelOut]]:
+    """分页查询人员（含离职）。姓名模糊匹配，可按状态与岗位筛选。"""
+    return ok(personnel_service.list_personnel(session, query))
+
+
+@router.post("", response_model=ApiResponse[PersonnelOut], summary="新增人员")
+def create_personnel(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: PersonnelCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[PersonnelOut]:
+    """新增人员，默认在职。岗位须存在且启用；直属经理不能是自己且须在职。"""
+    return ok(
+        personnel_service.create_personnel(session, payload, operator=current_user, meta=meta),
+        message="人员已创建",
+    )
+
+
+@router.get("/{personnel_id}", response_model=ApiResponse[PersonnelDetailOut], summary="人员详情")
+def get_personnel(
+    session: DbSession,
+    _: CurrentUser,
+    personnel_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[PersonnelDetailOut]:
+    """人员详情，附辐射区域与拓展计划，供编辑抽屉一次回显。"""
+    return ok(personnel_service.get_detail(session, personnel_id))
+
+
+@router.put("/{personnel_id}", response_model=ApiResponse[PersonnelOut], summary="编辑人员")
+def update_personnel(
+    session: DbSession,
+    current_user: CurrentUser,
+    personnel_id: Annotated[int, Path(ge=1)],
+    payload: PersonnelCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[PersonnelOut]:
+    """编辑人员（全量提交，不含状态）。校验规则同新增。"""
+    return ok(
+        personnel_service.update_personnel(
+            session, personnel_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.delete("/{personnel_id}", response_model=ApiResponse[None], summary="删除人员")
+def delete_personnel(
+    session: DbSession,
+    current_user: CurrentUser,
+    personnel_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除人员。被团队成员或客户归属引用时禁删，应改为离职。"""
+    personnel_service.delete_personnel(session, personnel_id, operator=current_user, meta=meta)
+    return ok(message="人员已删除")
+
+
+@router.put(
+    "/{personnel_id}/status",
+    response_model=ApiResponse[PersonnelOut],
+    summary="设为在职/离职",
+)
+def set_status(
+    session: DbSession,
+    current_user: CurrentUser,
+    personnel_id: Annotated[int, Path(ge=1)],
+    payload: PersonnelStatusIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[PersonnelOut]:
+    """在职/离职切换。离职人员不可再被业务与客户归属引用。"""
+    result = personnel_service.set_status(
+        session, personnel_id, payload.status, operator=current_user, meta=meta
+    )
+    return ok(result, message="已设为在职" if payload.status == 1 else "已设为离职")
+
+
+@router.put("/{personnel_id}/regions", response_model=ApiResponse[None], summary="维护辐射区域")
+def replace_regions(
+    session: DbSession,
+    current_user: CurrentUser,
+    personnel_id: Annotated[int, Path(ge=1)],
+    payload: RegionReplaceIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """全量替换辐射区域，空列表即清空。"""
+    personnel_service.replace_regions(
+        session, personnel_id, payload, operator=current_user, meta=meta
+    )
+    return ok(message="已保存")
+
+
+@router.put("/{personnel_id}/plans", response_model=ApiResponse[None], summary="维护拓展计划")
+def replace_plans(
+    session: DbSession,
+    current_user: CurrentUser,
+    personnel_id: Annotated[int, Path(ge=1)],
+    payload: PlanReplaceIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """全量替换拓展计划，空列表即清空。"""
+    personnel_service.replace_plans(
+        session, personnel_id, payload, operator=current_user, meta=meta
+    )
+    return ok(message="已保存")

backend/app/api/v1/base/products.py

@@ -0,0 +1,112 @@
+"""产品管理接口（需求 2.1.2：产品主数据维护）。
+
+产品是折算阈值的行级锚点（product_category 决定 30%/20% 折算阈值），
+类别值域由后端校验 —— 前端下拉只是展示约束，后端校验是唯一防线。
+
+**数据提取（POST /products/extract）暂不提供**：它依赖业务明细表
+（V5 迁移），待业务管理任务完成后补充。
+
+基础数据属业务操作，登录用户即可访问（区别于系统管理模块的 AdminUser）；
+写操作经 RequestMetaDep 带入请求元信息，由 service 层写入操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.product import (
+    ProductCreateIn,
+    ProductOut,
+    ProductQuery,
+    ProductStatusIn,
+    ProductUpdateIn,
+)
+from app.services import product_service
+
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+router = APIRouter(prefix="/products", tags=["产品管理"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[ProductOut]], summary="产品列表")
+def list_products(
+    session: DbSession,
+    _: CurrentUser,
+    query: Annotated[ProductQuery, Query()],
+) -> ApiResponse[PageResult[ProductOut]]:
+    """分页查询产品（含停用）。keyword 对名称或规格模糊匹配。"""
+    return ok(product_service.list_products(session, query))
+
+
+@router.post("", response_model=ApiResponse[ProductOut], summary="新增产品")
+def create_product(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: ProductCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ProductOut]:
+    """新增产品。类别须在合法值域内；新产品默认启用。"""
+    return ok(
+        product_service.create_product(session, payload, operator=current_user, meta=meta),
+        message="产品已创建",
+    )
+
+
+@router.get("/{product_id}", response_model=ApiResponse[ProductOut], summary="产品详情")
+def get_product(
+    session: DbSession,
+    _: CurrentUser,
+    product_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[ProductOut]:
+    """按主键查询产品详情。"""
+    return ok(product_service.get_product(session, product_id))
+
+
+@router.put("/{product_id}", response_model=ApiResponse[ProductOut], summary="编辑产品")
+def update_product(
+    session: DbSession,
+    current_user: CurrentUser,
+    product_id: Annotated[int, Path(ge=1)],
+    payload: ProductUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ProductOut]:
+    """编辑产品基本信息（全量替换，不含状态；启用/停用走独立端点）。"""
+    return ok(
+        product_service.update_product(
+            session, product_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.delete("/{product_id}", response_model=ApiResponse[None], summary="删除产品")
+def delete_product(
+    session: DbSession,
+    current_user: CurrentUser,
+    product_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """物理删除产品（仅限误录数据，常规下架用停用）。
+
+    被业务明细/发货明细引用时返回 400（引导改走停用）。
+    """
+    product_service.delete_product(session, product_id, operator=current_user, meta=meta)
+    return ok(message="产品已删除")
+
+
+@router.put("/{product_id}/status", response_model=ApiResponse[ProductOut], summary="启用/停用产品")
+def set_status(
+    session: DbSession,
+    current_user: CurrentUser,
+    product_id: Annotated[int, Path(ge=1)],
+    payload: ProductStatusIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ProductOut]:
+    """启用或停用产品（1启用 0停用）。"""
+    result = product_service.set_status(
+        session, product_id, payload.status, operator=current_user, meta=meta
+    )
+    return ok(result, message="已启用" if payload.status == 1 else "已停用")

backend/app/api/v1/business/__init__.py

@@ -0,0 +1,8 @@
+"""业务数据管理接口（需求 2.2）。
+
+挂载于 `/api/v1/business/*`，含业务单据维护、客户评级等级配置等业务数据入口。
+
+与 `api/v1/system` 的权限分工：业务数据是**业务操作**，登录即可访问
+（不要求管理员）；写操作同样经 `RequestMetaDep` 带入请求元信息，
+由 service 层写入操作日志。
+"""

backend/app/api/v1/business/businesses.py

@@ -0,0 +1,177 @@
+"""业务管理接口（需求 2.2.1/2.2.4）。
+
+校验规则（编号生成、状态机、归属留痕、汇总重算）见 `business_service`
+模块 docstring；基础数据属业务操作，登录即可访问。
+"""
+
+from datetime import date
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, PageQuery, PageResult, ok
+from app.models import User
+from app.schemas.business import (
+    BusinessCreateIn,
+    BusinessDetailOut,
+    BusinessOut,
+    BusinessOwnershipIn,
+    BusinessQuery,
+    BusinessStatusIn,
+    BusinessStatusLogOut,
+    BusinessUpdateIn,
+    GrossProfitOut,
+    OwnershipChangeLogOut,
+)
+from app.services import business_service
+
+# 基础数据是业务操作：登录即可，不要求管理员（区别于系统管理的 AdminUser）
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+router = APIRouter(prefix="/businesses", tags=["业务管理"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[BusinessOut]], summary="业务列表")
+def list_businesses(
+    session: DbSession,
+    _: CurrentUser,
+    query: Annotated[BusinessQuery, Query()],
+) -> ApiResponse[PageResult[BusinessOut]]:
+    """分页查询业务。编号/公司名称模糊，可按状态/客户/归属人员/日期范围筛选。"""
+    return ok(business_service.list_businesses(session, query))
+
+
+@router.post("", response_model=ApiResponse[BusinessOut], summary="创建业务")
+def create_business(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: BusinessCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessOut]:
+    """创建业务 + 明细行（≥1）。业务编号自动生成；创建写首条状态留痕。"""
+    return ok(
+        business_service.create_business(session, payload, operator=current_user, meta=meta),
+        message="业务已创建",
+    )
+
+
+@router.get("/{business_id}", response_model=ApiResponse[BusinessDetailOut], summary="业务详情")
+def get_business(
+    session: DbSession,
+    _: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[BusinessDetailOut]:
+    """业务详情，附产品明细行，供编辑抽屉一次回显。"""
+    return ok(business_service.get_detail(session, business_id))
+
+
+@router.put("/{business_id}", response_model=ApiResponse[BusinessOut], summary="编辑业务")
+def update_business(
+    session: DbSession,
+    current_user: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    payload: BusinessUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessOut]:
+    """编辑业务（明细全量替换并重算汇总）。归属不在此端点调整，走 /ownership。"""
+    return ok(
+        business_service.update_business(
+            session, business_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.delete("/{business_id}", response_model=ApiResponse[None], summary="删除业务")
+def delete_business(
+    session: DbSession,
+    current_user: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除业务。有发货或回款记录时禁删，应改为已终止。"""
+    business_service.delete_business(session, business_id, operator=current_user, meta=meta)
+    return ok(message="业务已删除")
+
+
+@router.put("/{business_id}/status", response_model=ApiResponse[BusinessOut], summary="状态流转")
+def change_status(
+    session: DbSession,
+    current_user: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    payload: BusinessStatusIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessOut]:
+    """状态流转：执行中→已完成/已终止；终态不可再变更；终止必填原因。"""
+    return ok(
+        business_service.change_status(
+            session, business_id, payload, operator=current_user, meta=meta
+        ),
+        message="状态已变更",
+    )
+
+
+@router.put("/{business_id}/ownership", response_model=ApiResponse[BusinessOut], summary="调整归属")
+def change_ownership(
+    session: DbSession,
+    current_user: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    payload: BusinessOwnershipIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessOut]:
+    """调整负责/协助营销人员，同事务写归属变更留痕（不回溯历史）。"""
+    return ok(
+        business_service.change_ownership(
+            session, business_id, payload, operator=current_user, meta=meta
+        ),
+        message="归属已调整",
+    )
+
+
+@router.get(
+    "/{business_id}/ownership-logs",
+    response_model=ApiResponse[PageResult[OwnershipChangeLogOut]],
+    summary="归属变更记录",
+)
+def list_ownership_logs(
+    session: DbSession,
+    _: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    query: Annotated[PageQuery, Query()],
+) -> ApiResponse[PageResult[OwnershipChangeLogOut]]:
+    """某业务的归属变更留痕（分页，按时间倒序）。"""
+    return ok(business_service.list_ownership_logs(session, business_id, query))
+
+
+@router.get(
+    "/{business_id}/status-logs",
+    response_model=ApiResponse[PageResult[BusinessStatusLogOut]],
+    summary="状态流转记录",
+)
+def list_status_logs(
+    session: DbSession,
+    _: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    query: Annotated[PageQuery, Query()],
+) -> ApiResponse[PageResult[BusinessStatusLogOut]]:
+    """某业务的状态流转时间线（分页，按时间正序，从创建起展示）。"""
+    return ok(business_service.list_status_logs(session, business_id, query))
+
+
+@router.get(
+    "/{business_id}/gross-profit",
+    response_model=ApiResponse[GrossProfitOut],
+    summary="毛利润数据视图",
+)
+def gross_profit(
+    session: DbSession,
+    _: CurrentUser,
+    business_id: Annotated[int, Path(ge=1)],
+    as_of: Annotated[date | None, Query()] = None,
+) -> ApiResponse[GrossProfitOut]:
+    """按产品逐行实时计算毛利润与折算额（不含运费口径，对照表 #2）。
+
+    阈值按 asOf（默认今日）取参数快照；M3 核算实际按回款到账日取参。
+    """
+    return ok(business_service.gross_profit(session, business_id, as_of))

backend/app/api/v1/business/ratings.py

@@ -0,0 +1,74 @@
+"""客户评级等级配置接口（需求 2.2.5）。
+
+评级计算器的等级映射判定表：判定按 sort_order 升序取首个 min_score ≤ 总分
+的等级，max_score 仅展示。区间合法（0≤min≤max≤100）与互不重叠由后端校验
+—— 前端表单只是展示约束，后端校验是唯一防线。
+
+列表不分页全量返回：等级映射是判定表，数量个位数，分页无意义。
+业务数据属业务操作，登录用户即可访问（区别于系统管理模块的 AdminUser）；
+写操作经 RequestMetaDep 带入请求元信息，由 service 层写入操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, ok
+from app.models import User
+from app.schemas.rating import RatingGradeCreateIn, RatingGradeOut, RatingGradeUpdateIn
+from app.services import rating_service
+
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+router = APIRouter(prefix="/rating-grades", tags=["客户评级"])
+
+
+@router.get("", response_model=ApiResponse[list[RatingGradeOut]], summary="评级等级列表")
+def list_grades(
+    session: DbSession,
+    _: CurrentUser,
+) -> ApiResponse[list[RatingGradeOut]]:
+    """全量等级列表，按判定顺序（sort_order 升序）返回，不分页。"""
+    return ok(rating_service.list_grades(session))
+
+
+@router.post("", response_model=ApiResponse[RatingGradeOut], summary="新增评级等级")
+def create_grade(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: RatingGradeCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[RatingGradeOut]:
+    """新增评级等级。区间须 0≤min≤max≤100 且与既有等级不重叠。"""
+    return ok(
+        rating_service.create_grade(session, payload, operator=current_user, meta=meta),
+        message="评级等级已创建",
+    )
+
+
+@router.put("/{grade_id}", response_model=ApiResponse[RatingGradeOut], summary="编辑评级等级")
+def update_grade(
+    session: DbSession,
+    current_user: CurrentUser,
+    grade_id: Annotated[int, Path(ge=1)],
+    payload: RatingGradeUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[RatingGradeOut]:
+    """编辑评级等级（全量替换）。区间须合法且与其他等级不重叠。"""
+    return ok(
+        rating_service.update_grade(session, grade_id, payload, operator=current_user, meta=meta),
+        message="已保存",
+    )
+
+
+@router.delete("/{grade_id}", response_model=ApiResponse[None], summary="删除评级等级")
+def delete_grade(
+    session: DbSession,
+    current_user: CurrentUser,
+    grade_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """物理删除评级等级（等级表无下游引用，允许清空，理由见 service 说明）。"""
+    rating_service.delete_grade(session, grade_id, operator=current_user, meta=meta)
+    return ok(message="评级等级已删除")

backend/app/api/v1/business/receipts.py

@@ -0,0 +1,89 @@
+"""回款管理接口（需求 2.2.3）。
+
+回款按业务登记到账款项，批次号自动生成（HK 前缀）。校验规则（发货
+批次同业务强校验、已核算禁改禁删、汇总重算）见 `receipt_service` 模块
+docstring；基础数据属业务操作，登录即可访问。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.receipt import (
+    ReceiptCreateIn,
+    ReceiptOut,
+    ReceiptQuery,
+    ReceiptUpdateIn,
+)
+from app.services import receipt_service
+
+# 基础数据是业务操作：登录即可，不要求管理员（区别于系统管理的 AdminUser）
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+router = APIRouter(prefix="/receipts", tags=["回款管理"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[ReceiptOut]], summary="回款列表")
+def list_receipts(
+    session: DbSession,
+    _: CurrentUser,
+    query: Annotated[ReceiptQuery, Query()],
+) -> ApiResponse[PageResult[ReceiptOut]]:
+    """分页查询回款。附业务号/发货单号与回款天数派生值，可按业务/日期/抵顶/核算状态筛选。"""
+    return ok(receipt_service.list_receipts(session, query))
+
+
+@router.post("", response_model=ApiResponse[ReceiptOut], summary="新增回款")
+def create_receipt(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: ReceiptCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ReceiptOut]:
+    """新增回款。批次号自动生成；发货批次须与本回款同属一个业务；业务须执行中。"""
+    return ok(
+        receipt_service.create_receipt(session, payload, operator=current_user, meta=meta),
+        message="回款已登记",
+    )
+
+
+@router.get("/{receipt_id}", response_model=ApiResponse[ReceiptOut], summary="回款详情")
+def get_receipt(
+    session: DbSession,
+    _: CurrentUser,
+    receipt_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[ReceiptOut]:
+    """回款详情（含回款天数派生值，未指定发货批次时为空）。"""
+    return ok(receipt_service.get_detail(session, receipt_id))
+
+
+@router.put("/{receipt_id}", response_model=ApiResponse[ReceiptOut], summary="编辑回款")
+def update_receipt(
+    session: DbSession,
+    current_user: CurrentUser,
+    receipt_id: Annotated[int, Path(ge=1)],
+    payload: ReceiptUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ReceiptOut]:
+    """编辑回款（全量替换并重算合计）。已核算回款禁止修改；发货批次重新校验同业务。"""
+    return ok(
+        receipt_service.update_receipt(
+            session, receipt_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.delete("/{receipt_id}", response_model=ApiResponse[None], summary="删除回款")
+def delete_receipt(
+    session: DbSession,
+    current_user: CurrentUser,
+    receipt_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除回款。已核算回款禁止删除；业务已完成或已终止时禁删。"""
+    receipt_service.delete_receipt(session, receipt_id, operator=current_user, meta=meta)
+    return ok(message="回款已删除")

backend/app/api/v1/business/shipments.py

@@ -0,0 +1,89 @@
+"""发货管理接口（需求 2.2.2）。
+
+校验规则（状态门槛、行金额固化、双重汇总回写、删除保护）见
+`shipment_service` 模块 docstring；业务数据属业务操作，登录即可访问。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, get_current_user
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.shipment import (
+    ShipmentCreateIn,
+    ShipmentDetailOut,
+    ShipmentOut,
+    ShipmentQuery,
+    ShipmentUpdateIn,
+)
+from app.services import shipment_service
+
+# 基础数据是业务操作：登录即可，不要求管理员（区别于系统管理的 AdminUser）
+CurrentUser = Annotated[User, Depends(get_current_user)]
+
+router = APIRouter(prefix="/shipments", tags=["发货管理"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[ShipmentOut]], summary="发货单列表")
+def list_shipments(
+    session: DbSession,
+    _: CurrentUser,
+    query: Annotated[ShipmentQuery, Query()],
+) -> ApiResponse[PageResult[ShipmentOut]]:
+    """分页查询发货单（附业务编号），可按业务/发货日期范围筛选。"""
+    return ok(shipment_service.list_shipments(session, query))
+
+
+@router.post("", response_model=ApiResponse[ShipmentOut], summary="创建发货单")
+def create_shipment(
+    session: DbSession,
+    current_user: CurrentUser,
+    payload: ShipmentCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ShipmentOut]:
+    """创建发货单（明细 ≥1）。业务须处于执行中；锁业务行后生成 SH 编号。"""
+    return ok(
+        shipment_service.create_shipment(session, payload, operator=current_user, meta=meta),
+        message="发货单已创建",
+    )
+
+
+@router.get("/{shipment_id}", response_model=ApiResponse[ShipmentDetailOut], summary="发货单详情")
+def get_shipment(
+    session: DbSession,
+    _: CurrentUser,
+    shipment_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[ShipmentDetailOut]:
+    """发货单详情，附产品明细行，供编辑抽屉一次回显。"""
+    return ok(shipment_service.get_detail(session, shipment_id))
+
+
+@router.put("/{shipment_id}", response_model=ApiResponse[ShipmentOut], summary="编辑发货单")
+def update_shipment(
+    session: DbSession,
+    current_user: CurrentUser,
+    shipment_id: Annotated[int, Path(ge=1)],
+    payload: ShipmentUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ShipmentOut]:
+    """编辑发货单（明细全量替换并重算汇总）。终态业务的发货单禁改。"""
+    return ok(
+        shipment_service.update_shipment(
+            session, shipment_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.delete("/{shipment_id}", response_model=ApiResponse[None], summary="删除发货单")
+def delete_shipment(
+    session: DbSession,
+    current_user: CurrentUser,
+    shipment_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除发货单（连带明细行并回写业务汇总）。被回款批次指定时禁删。"""
+    shipment_service.delete_shipment(session, shipment_id, operator=current_user, meta=meta)
+    return ok(message="发货单已删除")

backend/app/api/v1/calc.py

@@ -0,0 +1,107 @@
+"""绩效核算接口（M3 ④）：台账查询与单笔核算触发。
+
+核算动作 = 把回款固化为台账行（每笔回款仅一次；重算走独立入口并授权）。
+准入：读=登录即可；写（核算/重算/批量）=管理员与营销后勤
+（权限清单待澄清 #6，答复后细化）。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+from pydantic import BaseModel, Field
+
+from app.api.deps import DbSession, RequestMetaDep, require_roles
+from app.core.constants import ROLE_ADMIN, ROLE_FINANCE, ROLE_MARKETING_OPS
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.calc import CalcReceiptOut, LedgerOut, LedgerQuery
+from app.services import calc_service
+
+router = APIRouter(prefix="/calc", tags=["绩效工资 · 绩效核算"])
+
+_CalcWriter = Annotated[User, Depends(require_roles(ROLE_ADMIN, ROLE_MARKETING_OPS))]
+# 重算是授权动作：管理员/财务（营销后勤不可重算）
+_RecalcUser = Annotated[User, Depends(require_roles(ROLE_ADMIN, ROLE_FINANCE))]
+
+
+@router.get("/ledger", response_model=ApiResponse[PageResult[LedgerOut]], summary="绩效台账")
+def list_ledger(
+    session: DbSession,
+    query: Annotated[LedgerQuery, Query()],
+) -> ApiResponse[PageResult[LedgerOut]]:
+    """分页查询绩效核算台账（默认仅生效行，可筛选历史版本）。"""
+    return ok(calc_service.list_ledger_page(session, query))
+
+
+@router.get("/ledger/{ledger_id}", response_model=ApiResponse[LedgerOut], summary="台账详情")
+def get_ledger(
+    session: DbSession,
+    ledger_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[LedgerOut]:
+    """台账行详情（含计算快照）。"""
+    return ok(calc_service.get_ledger(session, ledger_id))
+
+
+@router.post(
+    "/receipts/{receipt_id}/calc",
+    response_model=ApiResponse[CalcReceiptOut],
+    summary="核算回款",
+)
+def calc_receipt(
+    receipt_id: Annotated[int, Path(ge=1)],
+    session: DbSession,
+    current_user: _CalcWriter,
+    meta: RequestMetaDep,
+) -> ApiResponse[CalcReceiptOut]:
+    """把回款固化为台账行（每笔回款仅一次；业务级一次性计提，重复回款仅登记进度）。"""
+    return ok(
+        calc_service.calc_receipt(session, receipt_id, operator=current_user, meta=meta),
+        message="核算完成",
+    )
+
+
+class RecalcIn(BaseModel):
+    """重算入参：原因必填（重算授权留痕）。"""
+
+    reason: str = Field(min_length=1, max_length=255, description="重算原因")
+
+
+class BatchIn(BaseModel):
+    """批量核算入参。"""
+
+    receipt_ids: list[int] = Field(min_length=1, description="回款 ID 列表")
+
+
+@router.post(
+    "/receipts/{receipt_id}/recalc",
+    response_model=ApiResponse[CalcReceiptOut],
+    summary="重算回款",
+)
+def recalc_receipt(
+    receipt_id: Annotated[int, Path(ge=1)],
+    payload: RecalcIn,
+    session: DbSession,
+    current_user: _RecalcUser,
+    meta: RequestMetaDep,
+) -> ApiResponse[CalcReceiptOut]:
+    """重算（管理员/财务）：作废旧版本、按当前参数落新版本并留痕。"""
+    return ok(
+        calc_service.recalc_receipt(
+            session, receipt_id, payload.reason, operator=current_user, meta=meta
+        ),
+        message="重算完成",
+    )
+
+
+@router.post("/batch", response_model=ApiResponse[list[dict]], summary="批量核算")
+def batch_calc(
+    payload: BatchIn,
+    session: DbSession,
+    current_user: _CalcWriter,
+    meta: RequestMetaDep,
+) -> ApiResponse[list[dict]]:
+    """批量核算：逐笔独立事务，返回逐笔成败清单（失败不中断其它笔）。"""
+    return ok(
+        calc_service.batch_calc(session, payload.receipt_ids, operator=current_user, meta=meta),
+        message="批量核算完成",
+    )

backend/app/api/v1/dashboard.py

@@ -0,0 +1,52 @@
+"""工作台接口（M4 ⑧）：三区块聚合 + 最近动态分页。
+
+准入：管理员/财务/领导（与报表、审批接口一致；FR-033/036 的「全部用户」
+待业务权限清单 #6 答复后再放宽）。只读接口，不写操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Query
+
+from app.api.deps import DbSession, require_roles
+from app.core.constants import ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER
+from app.core.response import ApiResponse, ok
+from app.models import User
+from app.schemas.dashboard import ActivityPageOut, ActivityQuery, DashboardOut
+from app.services import dashboard_service
+
+router = APIRouter(prefix="/dashboard", tags=["工作台"])
+
+_DashboardUser = Annotated[
+    User,
+    Depends(require_roles(ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER, message="无权访问工作台")),
+]
+
+
+@router.get("", response_model=ApiResponse[DashboardOut], summary="工作台三区块")
+def get_dashboard(
+    session: DbSession,
+    current_user: _DashboardUser,
+    month: Annotated[
+        str | None, Query(max_length=7, description="统计月份 YYYY-MM，默认当月")
+    ] = None,
+) -> ApiResponse[DashboardOut]:
+    """一次返回经营总览/待办/风险预警（待办与预警实时派生）。
+
+    待办按当前用户角色只返回其可操作节点（admin 可查看全部在途单）。
+    最近动态是分页列表，走 `GET /dashboard/activities`。
+    """
+    return ok(dashboard_service.get_dashboard(session, month, current_user=current_user))
+
+
+@router.get("/activities", response_model=ApiResponse[ActivityPageOut], summary="最近动态（分页）")
+def list_dashboard_activities(
+    session: DbSession,
+    current_user: _DashboardUser,
+    query: Annotated[ActivityQuery, Query()],
+) -> ApiResponse[ActivityPageOut]:
+    """分页查询最近动态，可按模块筛选。
+
+    与聚合端点拆开：翻页只重取这张列表，不必重算总览/待办/预警。
+    """
+    return ok(dashboard_service.list_activities(session, query))

backend/app/api/v1/reports.py

@@ -0,0 +1,191 @@
+"""报表统计接口（M4 ⑤）：四张报表只读查询 + Excel 导出。
+
+准入：管理员/财务/领导（FR-030/031 明确；FR-029 的营销后勤「授权范围内」
+待权限清单 #6，暂不开放）。前后端双层：前端 allowedRoles 控菜单，本层
+require_roles 兜底。
+
+导出返回文件流（非统一信封），沿用参数导出先例：服务端文件名为 ASCII
+（HTTP 头按 latin-1 编码，中文名会 UnicodeEncodeError），中文名由前端
+``link.download`` 指定。
+"""
+
+from datetime import date
+from typing import Annotated, Literal
+
+from fastapi import APIRouter, Depends, Path, Query
+from fastapi.responses import StreamingResponse
+from pydantic import BaseModel, ValidationError
+
+from app.api.deps import DbSession, RequestMetaDep, require_roles
+from app.core.constants import ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER
+from app.core.exceptions import BadRequestError
+from app.core.response import ApiResponse, ok
+from app.models import User
+from app.schemas.report import (
+    BusinessStatsQuery,
+    BusinessStatsRow,
+    DepartmentSummaryOut,
+    DepartmentSummaryQuery,
+    PaymentDetailQuery,
+    PaymentDetailRow,
+    PaymentStatsOut,
+    PaymentStatsQuery,
+    PersonalDetailQuery,
+    PersonalDetailRow,
+    ReportPage,
+)
+from app.services import report_service
+
+router = APIRouter(prefix="/reports", tags=["绩效工资 · 报表统计"])
+
+_ReportViewer = Annotated[
+    User,
+    Depends(require_roles(ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER, message="无权访问报表统计")),
+]
+
+
+@router.get(
+    "/personal-detail",
+    response_model=ApiResponse[ReportPage[PersonalDetailRow]],
+    summary="个人绩效工资明细表",
+)
+def personal_detail(
+    session: DbSession,
+    _: _ReportViewer,
+    query: Annotated[PersonalDetailQuery, Query()],
+) -> ApiResponse[ReportPage[PersonalDetailRow]]:
+    """按人员/月份/客户类型/产品类别/岗位查明细（口径与台账一致）。"""
+    return ok(report_service.list_personal_detail(session, query))
+
+
+@router.get(
+    "/department-summary",
+    response_model=ApiResponse[DepartmentSummaryOut],
+    summary="部门绩效工资汇总表",
+)
+def department_summary(
+    session: DbSession,
+    _: _ReportViewer,
+    query: Annotated[DepartmentSummaryQuery, Query()],
+) -> ApiResponse[DepartmentSummaryOut]:
+    """按经理团队/月份汇总（团队基数与月结聚合行同源）。"""
+    return ok(report_service.department_summary(session, query))
+
+
+@router.get(
+    "/business-stats",
+    response_model=ApiResponse[ReportPage[BusinessStatsRow]],
+    summary="业务统计表",
+)
+def business_stats(
+    session: DbSession,
+    _: _ReportViewer,
+    query: Annotated[BusinessStatsQuery, Query()],
+) -> ApiResponse[ReportPage[BusinessStatsRow]]:
+    """按业务查询发货、回款、绩效（回款/绩效为业务累计值）。"""
+    return ok(report_service.business_stats(session, query))
+
+
+@router.get(
+    "/payment-stats",
+    response_model=ApiResponse[PaymentStatsOut],
+    summary="回款情况统计表",
+)
+def payment_stats(
+    session: DbSession,
+    _: _ReportViewer,
+    query: Annotated[PaymentStatsQuery, Query()],
+) -> ApiResponse[PaymentStatsOut]:
+    """按回款天数区间/客户类型/产品类别统计（空桶恒在且为 0）。"""
+    return ok(report_service.payment_stats(session, query))
+
+
+@router.get(
+    "/payment-detail",
+    response_model=ApiResponse[ReportPage[PaymentDetailRow]],
+    summary="回款区间下钻",
+)
+def payment_detail(
+    session: DbSession,
+    _: _ReportViewer,
+    query: Annotated[PaymentDetailQuery, Query()],
+) -> ApiResponse[ReportPage[PaymentDetailRow]]:
+    """区间桶下钻到单笔台账行（含回款金额与批次号）。"""
+    return ok(report_service.payment_detail(session, query))
+
+
+@router.get(
+    "/payment-day-buckets", response_model=ApiResponse[list[dict]], summary="回款天数区间档位"
+)
+def payment_day_buckets(_: _ReportViewer) -> ApiResponse[list[dict]]:
+    """区间档位元数据（前端渲染下拉/表头，禁止前端硬编码档位）。"""
+    return ok(report_service.get_payment_day_buckets())
+
+
+class ExportQuery(BaseModel):
+    """导出通用筛选参数（按报表编码取用相关字段，未用字段忽略）。"""
+
+    settlement_month: str | None = None
+    personnel_id: int | None = None
+    customer_type: str | None = None
+    product_category: str | None = None
+    role_code: str | None = None
+    manager_id: int | None = None
+    keyword: str | None = None
+    customer_id: int | None = None
+    owner_personnel_id: int | None = None
+    status: int | None = None
+    date_from: date | None = None
+    date_to: date | None = None
+
+
+@router.get("/{code}/export", summary="导出报表 Excel")
+def export_report(
+    code: Annotated[
+        Literal["personal-detail", "department-summary", "business-stats", "payment-stats"],
+        Path(description="报表编码"),
+    ],
+    session: DbSession,
+    current_user: _ReportViewer,
+    meta: RequestMetaDep,
+    query: Annotated[ExportQuery, Query()],
+) -> StreamingResponse:
+    """导出 xlsx（含公司页眉/财务复核栏/领导签字栏），行为入操作日志。"""
+    content, filename = report_service.export_report(
+        session,
+        code,
+        _build_export_query(code, query),
+        operator=current_user,
+        meta=meta,
+    )
+    return StreamingResponse(
+        iter([content]),
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={
+            "Content-Disposition": (f'attachment; filename="{filename}_{date.today():%Y%m%d}.xlsx"')
+        },
+    )
+
+
+def _build_export_query(code: str, query: ExportQuery):
+    """导出参数 → 各报表自己的查询模型（department-summary 月份必填由模型校验）。
+
+    手工构造模型抛出的是 `pydantic.ValidationError`，不是 FastAPI 的
+    `RequestValidationError`——不在这里转换就会落到全局 500。导出参数
+    非法与查询接口一样应当是 400。
+    """
+    data = query.model_dump()
+    model = {
+        "personal-detail": PersonalDetailQuery,
+        "department-summary": DepartmentSummaryQuery,
+        "business-stats": BusinessStatsQuery,
+        "payment-stats": PaymentStatsQuery,
+    }[code]
+    try:
+        return model(**data)
+    except ValidationError as exc:
+        first = exc.errors()[0]
+        location = ".".join(str(part) for part in first.get("loc", ()))
+        message = first.get("msg", "参数错误")
+        detail = f"{location} {message}" if location else message
+        raise BadRequestError(f"参数错误：{detail}") from exc

backend/app/api/v1/settlements.py

@@ -0,0 +1,99 @@
+"""月度结算接口（M3 ④）：生成/提交审批/锁定与调整单。
+
+准入：读=登录即可；写（生成/提交/调整单）=管理员与营销后勤
+（权限清单待澄清 #6，答复后细化）。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, require_roles
+from app.core.constants import ROLE_ADMIN, ROLE_MARKETING_OPS
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.settlement import (
+    AdjustmentCreateIn,
+    SettlementDetailOut,
+    SettlementGenerateIn,
+    SettlementOut,
+    SettlementQuery,
+)
+from app.services import settlement_service
+
+router = APIRouter(prefix="/settlements", tags=["绩效工资 · 月度结算"])
+
+_SettlementWriter = Annotated[User, Depends(require_roles(ROLE_ADMIN, ROLE_MARKETING_OPS))]
+
+
+@router.post("/generate", response_model=ApiResponse[SettlementDetailOut], summary="生成月结快照")
+def generate(
+    payload: SettlementGenerateIn,
+    session: DbSession,
+    current_user: _SettlementWriter,
+    meta: RequestMetaDep,
+) -> ApiResponse[SettlementDetailOut]:
+    """按确认回款口径生成指定月份的结算快照（草稿）。"""
+    return ok(
+        settlement_service.generate(session, payload.month, operator=current_user, meta=meta),
+        message="月结已生成",
+    )
+
+
+@router.get("", response_model=ApiResponse[PageResult[SettlementOut]], summary="月结列表")
+def list_settlements(
+    session: DbSession,
+    query: Annotated[SettlementQuery, Query()],
+) -> ApiResponse[PageResult[SettlementOut]]:
+    """分页查询月结（按月份倒序）。"""
+    return ok(settlement_service.list_page(session, query))
+
+
+@router.get("/{settlement_id}", response_model=ApiResponse[SettlementDetailOut], summary="月结详情")
+def get_settlement(
+    session: DbSession,
+    settlement_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[SettlementDetailOut]:
+    """月结详情（含按人明细）。"""
+    return ok(settlement_service.get_detail(session, settlement_id))
+
+
+@router.post(
+    "/{settlement_id}/submit",
+    response_model=ApiResponse[SettlementDetailOut],
+    summary="提交审批",
+)
+def submit(
+    settlement_id: Annotated[int, Path(ge=1)],
+    session: DbSession,
+    current_user: _SettlementWriter,
+    meta: RequestMetaDep,
+) -> ApiResponse[SettlementDetailOut]:
+    """提交审批：开关关闭=自动通过并锁定；开启=待财务复核。"""
+    return ok(
+        settlement_service.submit(session, settlement_id, operator=current_user, meta=meta),
+        message="已提交",
+    )
+
+
+# ==================== 调整单（已锁定月份的补发/扣减） ====================
+
+
+@router.post("/adjustments", response_model=ApiResponse[dict], summary="新建调整单")
+def create_adjustment(
+    payload: AdjustmentCreateIn,
+    session: DbSession,
+    current_user: _SettlementWriter,
+    meta: RequestMetaDep,
+) -> ApiResponse[dict]:
+    """新建调整单：开关关闭=提交即生效（自动通过留痕）；开启=走审批。"""
+    return ok(
+        settlement_service.create_adjustment(session, payload, operator=current_user, meta=meta),
+        message="调整单已创建",
+    )
+
+
+@router.get("/adjustments", response_model=ApiResponse[list[dict]], summary="调整单列表")
+def list_adjustments(session: DbSession) -> ApiResponse[list[dict]]:
+    """调整单列表（一期不分页，内部系统量级有限）。"""
+    return ok(settlement_service.list_adjustments(session))

backend/app/api/v1/system/__init__.py

@@ -0,0 +1,7 @@
+"""系统管理路由（需求 2.5.1）。
+
+含用户管理、角色管理、日志查询（操作日志 + 登录日志）四部分，全部要求管理员权限。
+
+与 `api/v1/auth.py` 的分工：`auth` 是登录链路（未认证即可访问的验证码与登录，
+以及任何登录用户都能访问的 `/me` 与登出）；本包是**管理功能**。
+"""

backend/app/api/v1/system/approvals.py

@@ -0,0 +1,67 @@
+"""审批管理接口（2026-10-15 复核审批补充需求）。
+
+准入：admin/财务/领导可见（营销后勤暂不可见——权限清单待澄清 #6，
+答复后放开为「提交人可见本人单据」）。节点级准入由 service 按单据
+状态二次校验（status=1 仅财务、status=2 仅领导，admin 不代办）。
+提单不经本模块：由业务写路径（创建/编辑带二次分配方案）自动触发。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, Path, Query
+
+from app.api.deps import DbSession, RequestMetaDep, require_roles
+from app.core.constants import ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER
+from app.core.response import ApiResponse, PageResult, ok
+from app.models import User
+from app.schemas.approval import (
+    ApprovalActionIn,
+    ApprovalOrderDetailOut,
+    ApprovalOrderOut,
+    ApprovalQuery,
+)
+from app.services import approval_service
+
+router = APIRouter(prefix="/approvals", tags=["系统管理 · 审批管理"])
+
+# 模块准入：可见集合（节点准入在 service 层按状态二次判定）
+_ApprovalUser = Annotated[User, Depends(require_roles(ROLE_ADMIN, ROLE_FINANCE, ROLE_LEADER))]
+
+
+@router.get("", response_model=ApiResponse[PageResult[ApprovalOrderOut]], summary="审批单列表")
+def list_orders(
+    session: DbSession,
+    _: _ApprovalUser,
+    query: Annotated[ApprovalQuery, Query()],
+) -> ApiResponse[PageResult[ApprovalOrderOut]]:
+    """分页查询审批单。"""
+    return ok(approval_service.list_orders(session, query))
+
+
+@router.get("/{order_id}", response_model=ApiResponse[ApprovalOrderDetailOut], summary="审批详情")
+def get_order(
+    session: DbSession,
+    _: _ApprovalUser,
+    order_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[ApprovalOrderDetailOut]:
+    """审批单详情（含节点时间线）。"""
+    return ok(approval_service.get_order(session, order_id))
+
+
+@router.post(
+    "/{order_id}/action",
+    response_model=ApiResponse[ApprovalOrderDetailOut],
+    summary="节点动作（通过/驳回）",
+)
+def act_on_order(
+    payload: ApprovalActionIn,
+    session: DbSession,
+    current_user: _ApprovalUser,
+    meta: RequestMetaDep,
+    order_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[ApprovalOrderDetailOut]:
+    """财务复核 / 领导审核；一驳全驳，驳回须填意见。"""
+    return ok(
+        approval_service.act(session, order_id, payload, operator=current_user, meta=meta),
+        message="已提交",
+    )

backend/app/api/v1/system/business_roles.py

@@ -0,0 +1,122 @@
+"""业务岗位角色管理接口（需求 #28：岗位可扩展 + 绑定公式模板）。
+
+保护规则（内置岗位禁删禁停、编码不可改、模板须在注册表内）见
+`business_role_service` 模块 docstring。前端会禁用相应按钮，但**后端校验是唯一防线**。
+
+全部要求管理员权限；写操作经 `RequestMetaDep` 带入请求元信息由 service
+层写入操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Path, Query
+
+from app.api.deps import AdminUser, DbSession, RequestMetaDep
+from app.core.response import ApiResponse, PageResult, ok
+from app.schemas.business_role import (
+    BusinessRoleCreateIn,
+    BusinessRoleOut,
+    BusinessRoleQuery,
+    BusinessRoleStatusIn,
+    BusinessRoleUpdateIn,
+    TemplateOptionOut,
+)
+from app.services import business_role_service
+
+router = APIRouter(prefix="/business-roles", tags=["系统管理 · 岗位角色"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[BusinessRoleOut]], summary="岗位列表")
+def list_roles(
+    session: DbSession,
+    _: AdminUser,
+    query: Annotated[BusinessRoleQuery, Query()],
+) -> ApiResponse[PageResult[BusinessRoleOut]]:
+    """分页查询业务岗位角色（含停用）。"""
+    return ok(business_role_service.list_roles(session, query))
+
+
+@router.post("", response_model=ApiResponse[BusinessRoleOut], summary="新增岗位")
+def create_role(
+    session: DbSession,
+    current_user: AdminUser,
+    payload: BusinessRoleCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessRoleOut]:
+    """新增岗位。编码全局唯一、创建后不可修改；模板须在注册表内；新岗位默认启用。"""
+    return ok(
+        business_role_service.create_role(session, payload, operator=current_user, meta=meta),
+        message="岗位已创建",
+    )
+
+
+@router.get(
+    "/meta/templates",
+    response_model=ApiResponse[list[TemplateOptionOut]],
+    summary="公式模板下拉",
+)
+def list_template_options(session: DbSession, _: AdminUser) -> ApiResponse[list[TemplateOptionOut]]:
+    """取公式模板下拉（含声明参数，供岗位表单展示）。
+
+    定义在 `/{role_id}` 之前：静态路径优先，避免 "meta" 被当作路径参数解析。
+    """
+    return ok(business_role_service.list_template_options())
+
+
+@router.get("/{role_id}", response_model=ApiResponse[BusinessRoleOut], summary="岗位详情")
+def get_role(
+    session: DbSession,
+    _: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[BusinessRoleOut]:
+    """按主键查询岗位详情。"""
+    return ok(business_role_service.get_role(session, role_id))
+
+
+@router.put("/{role_id}", response_model=ApiResponse[BusinessRoleOut], summary="编辑岗位")
+def update_role(
+    session: DbSession,
+    current_user: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+    payload: BusinessRoleUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessRoleOut]:
+    """编辑岗位名称/模板/说明/排序。
+
+    **不含 role_code** —— 编码是参数维度值与模板绑定的锚点。
+    """
+    return ok(
+        business_role_service.update_role(
+            session, role_id, payload, operator=current_user, meta=meta
+        ),
+        message="已保存",
+    )
+
+
+@router.put(
+    "/{role_id}/status", response_model=ApiResponse[BusinessRoleOut], summary="启用/禁用岗位"
+)
+def set_status(
+    session: DbSession,
+    current_user: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+    payload: BusinessRoleStatusIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[BusinessRoleOut]:
+    """启用或禁用岗位。内置岗位不可停用。"""
+    result = business_role_service.set_status(
+        session, role_id, payload.status, operator=current_user, meta=meta
+    )
+    return ok(result, message="已启用" if payload.status == 1 else "已禁用")
+
+
+@router.delete("/{role_id}", response_model=ApiResponse[None], summary="删除岗位")
+def delete_role(
+    session: DbSession,
+    current_user: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除岗位。内置岗位不可删除；有人员引用的岗位不可删除。"""
+    business_role_service.delete_role(session, role_id, operator=current_user, meta=meta)
+    return ok(message="岗位已删除")

backend/app/api/v1/system/logs.py

@@ -0,0 +1,67 @@
+"""日志查询接口（需求 2.5.1：支持日志查询）。
+
+操作日志与登录日志是两个独立端点：两表字段与筛选项不同（前者含模块/操作/
+请求详情，后者含失败原因），合并会让 `action` 等参数产生二义；前端正好是
+两个 tab。操作日志另有单条详情（列表为性能排除 `request_data`）。
+
+均要求管理员权限；只读查询不写审计（读操作记日志只会淹没审计表）。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Path, Query
+
+from app.api.deps import AdminUser, DbSession
+from app.core.response import ApiResponse, PageResult, ok
+from app.schemas.log import (
+    LoginLogOut,
+    LoginLogQuery,
+    OperationLogDetailOut,
+    OperationLogOut,
+    OperationLogQuery,
+)
+from app.services import log_service
+
+operation_router = APIRouter(prefix="/operation-logs", tags=["系统管理 · 日志"])
+login_router = APIRouter(prefix="/login-logs", tags=["系统管理 · 日志"])
+
+
+@operation_router.get(
+    "", response_model=ApiResponse[PageResult[OperationLogOut]], summary="操作日志"
+)
+def list_operation_logs(
+    session: DbSession,
+    _: AdminUser,
+    query: Annotated[OperationLogQuery, Query()],
+) -> ApiResponse[PageResult[OperationLogOut]]:
+    """分页查询操作日志，支持按操作人/模块/操作类型/结果/时间范围筛选。
+
+    按 id 倒序（时间倒序的稳定实现）。列表**不含** `request_data`（大字段），
+    展开详情请调 `GET /operation-logs/{log_id}`。
+    """
+    return ok(log_service.list_operation_logs(session, query))
+
+
+@operation_router.get(
+    "/{log_id}", response_model=ApiResponse[OperationLogDetailOut], summary="操作日志详情"
+)
+def get_operation_log(
+    session: DbSession,
+    _: AdminUser,
+    log_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[OperationLogDetailOut]:
+    """查询单条操作日志详情（含已脱敏的请求参数）。
+
+    前端展开日志行时按 id 按需加载 —— 避免列表翻页携带大字段。
+    """
+    return ok(log_service.get_operation_log(session, log_id))
+
+
+@login_router.get("", response_model=ApiResponse[PageResult[LoginLogOut]], summary="登录日志")
+def list_login_logs(
+    session: DbSession,
+    _: AdminUser,
+    query: Annotated[LoginLogQuery, Query()],
+) -> ApiResponse[PageResult[LoginLogOut]]:
+    """分页查询登录日志，支持按用户名/IP/结果/时间范围筛选。"""
+    return ok(log_service.list_login_logs(session, query))

backend/app/api/v1/system/params.py

@@ -0,0 +1,148 @@
+"""计提参数管理接口（需求 #28：参数配置化 + 版本管理 + 留痕）。
+
+权限分层（澄清 #17 业务答复 2026-10-19「查看可、修改仅管理员」）：只读
+端点（目录/变更记录/批次明细/对比/导出/预览/历史）要求登录即可；写操作
+（提交/撤回）仅管理员。写操作经 `RequestMetaDep` 带入请求元信息写入操作
+日志，变更批次本身另行留痕（变更人/时间/项/旧值/新值/生效日期）——双保险。
+导出为文件流（非统一信封），前端以 blob 接收。
+"""
+
+from datetime import date
+from typing import Annotated
+
+from fastapi import APIRouter, Path, Query
+from fastapi.responses import StreamingResponse
+
+from app.api.deps import AdminUser, DbSession, LoginUser, RequestMetaDep
+from app.core.response import ApiResponse, PageResult, ok
+from app.schemas.param import (
+    ParamBatchDetailOut,
+    ParamBatchOut,
+    ParamBatchQuery,
+    ParamCatalogItemOut,
+    ParamChangeBatchOut,
+    ParamChangeIn,
+    ParamDiffOut,
+    ParamHistoryOut,
+    ParamHistoryQuery,
+    ParamPreviewIn,
+    ParamPreviewOut,
+)
+from app.services import param_service
+
+router = APIRouter(prefix="/params", tags=["系统管理 · 计提参数"])
+
+
+@router.get(
+    "", response_model=ApiResponse[list[ParamCatalogItemOut]], summary="参数目录（含当前生效值）"
+)
+def get_catalog(
+    session: DbSession,
+    _: LoginUser,
+    as_of: Annotated[date | None, Query(description="业务日期，默认今日")] = None,
+) -> ApiResponse[list[ParamCatalogItemOut]]:
+    """全部启用参数的定义元数据与截至 asOf 的生效值（前端按分组展示）。"""
+    return ok(param_service.get_catalog(session, as_of=as_of))
+
+
+@router.post("/changes", response_model=ApiResponse[ParamChangeBatchOut], summary="提交变更批次")
+def submit_change(
+    session: DbSession,
+    current_user: AdminUser,
+    payload: ParamChangeIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[ParamChangeBatchOut]:
+    """提交一批参数变更（1~50 项），返回版本号；立即生效或指定日期生效。"""
+    return ok(
+        param_service.submit_change(session, payload, operator=current_user, meta=meta),
+        message="变更已提交",
+    )
+
+
+@router.get(
+    "/changes", response_model=ApiResponse[PageResult[ParamBatchOut]], summary="变更记录分页"
+)
+def list_changes(
+    session: DbSession,
+    _: LoginUser,
+    query: Annotated[ParamBatchQuery, Query()],
+) -> ApiResponse[PageResult[ParamBatchOut]]:
+    """按生效日期区间分页查询变更批次（创建时间倒序）。"""
+    return ok(param_service.list_batches(session, query))
+
+
+@router.get(
+    "/changes/{batch_id}", response_model=ApiResponse[ParamBatchDetailOut], summary="批次明细"
+)
+def get_batch(
+    session: DbSession,
+    _: LoginUser,
+    batch_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[ParamBatchDetailOut]:
+    """批次头 + 逐项旧值 → 新值。"""
+    return ok(param_service.get_batch_detail(session, batch_id))
+
+
+@router.delete("/changes/{batch_id}", response_model=ApiResponse[None], summary="撤回未生效批次")
+def withdraw_batch(
+    session: DbSession,
+    current_user: AdminUser,
+    batch_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """撤回尚未生效的批次；已生效批次不可撤回。"""
+    param_service.withdraw_batch(session, batch_id, operator=current_user, meta=meta)
+    return ok(message="批次已撤回")
+
+
+@router.get("/compare", response_model=ApiResponse[list[ParamDiffOut]], summary="两日期快照对比")
+def compare(
+    session: DbSession,
+    _: LoginUser,
+    from_date: Annotated[date, Query(description="起始业务日期（含）")],
+    to_date: Annotated[date, Query(description="截止业务日期（含）")],
+) -> ApiResponse[list[ParamDiffOut]]:
+    """两个业务日期的全量参数快照逐项对比，changed 标记是否变化。"""
+    return ok(param_service.compare(session, from_date=from_date, to_date=to_date))
+
+
+@router.get("/export", summary="导出变更记录 Excel")
+def export_changes(
+    session: DbSession,
+    _: LoginUser,
+    start_date: Annotated[date | None, Query(description="生效日期起（含）")] = None,
+    end_date: Annotated[date | None, Query(description="生效日期止（含）")] = None,
+) -> StreamingResponse:
+    """变更记录导出为 Excel 文件流（非统一信封，前端以 blob 接收）。"""
+    content = param_service.export_changes(session, start_date=start_date, end_date=end_date)
+    filename = f"param_changes_{date.today():%Y%m%d}.xlsx"
+    return StreamingResponse(
+        iter([content]),
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={"Content-Disposition": f'attachment; filename="{filename}"'},
+    )
+
+
+@router.post("/preview", response_model=ApiResponse[ParamPreviewOut], summary="计算预览")
+def preview(
+    session: DbSession,
+    _: LoginUser,
+    payload: ParamPreviewIn,
+) -> ApiResponse[ParamPreviewOut]:
+    """输入业务场景（岗位/产品/发货/回款/金额），按回款到账日取参数实时试算。"""
+    return ok(param_service.preview(session, payload))
+
+
+@router.get(
+    "/{param_code}/history",
+    response_model=ApiResponse[PageResult[ParamHistoryOut]],
+    summary="参数版本历史",
+)
+def get_history(
+    session: DbSession,
+    _: LoginUser,
+    param_code: Annotated[str, Path(max_length=64)],
+    query: Annotated[ParamHistoryQuery, Query()],
+) -> ApiResponse[PageResult[ParamHistoryOut]]:
+    """单参数的版本历史（含版本号、变更人与旧值 → 新值），最新在前。"""
+    return ok(param_service.get_history(session, param_code, query))

backend/app/api/v1/system/roles.py

@@ -0,0 +1,100 @@
+"""角色管理接口（自主完善模块：需求 2.5.1 仅定义 admin / user 两个角色）。
+
+保护规则（admin 禁删禁停、有绑定的角色禁删、role_code 不可改）见
+`role_service` 模块 docstring。前端会禁用相应按钮，但**后端校验是唯一防线**。
+
+全部要求管理员权限；写操作经 `RequestMetaDep` 带入请求元信息由 service
+层写入操作日志。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Path, Query
+
+from app.api.deps import AdminUser, DbSession, RequestMetaDep
+from app.core.response import ApiResponse, PageResult, ok
+from app.schemas.role import RoleCreateIn, RoleManageOut, RoleQuery, RoleStatusIn, RoleUpdateIn
+from app.services import role_service
+
+router = APIRouter(prefix="/roles", tags=["系统管理 · 角色"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[RoleManageOut]], summary="角色列表")
+def list_roles(
+    session: DbSession,
+    _: AdminUser,
+    query: Annotated[RoleQuery, Query()],
+) -> ApiResponse[PageResult[RoleManageOut]]:
+    """分页查询角色。
+
+    与用户表单的角色下拉口径不同：**本列表含停用角色**（下拉只给启用项）。
+    每行附带 `user_count`（绑定用户数），供前端提示删除保护。
+    """
+    return ok(role_service.list_roles(session, query))
+
+
+@router.post("", response_model=ApiResponse[RoleManageOut], summary="新增角色")
+def create_role(
+    session: DbSession,
+    current_user: AdminUser,
+    payload: RoleCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[RoleManageOut]:
+    """新增角色。编码全局唯一、创建后不可修改；新角色默认启用。"""
+    return ok(
+        role_service.create_role(session, payload, operator=current_user, meta=meta),
+        message="角色已创建",
+    )
+
+
+@router.put("/{role_id}", response_model=ApiResponse[RoleManageOut], summary="编辑角色")
+def update_role(
+    session: DbSession,
+    current_user: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+    payload: RoleUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[RoleManageOut]:
+    """编辑角色名称/说明/排序。
+
+    **不含 role_code** —— 编码是授权判定（`ROLE_ADMIN` 常量）的锚点。
+    """
+    return ok(
+        role_service.update_role(session, role_id, payload, operator=current_user, meta=meta),
+        message="已保存",
+    )
+
+
+@router.put("/{role_id}/status", response_model=ApiResponse[RoleManageOut], summary="启用/禁用角色")
+def set_status(
+    session: DbSession,
+    current_user: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+    payload: RoleStatusIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[RoleManageOut]:
+    """启用或禁用角色。
+
+    停用**不解除**用户绑定、也不影响既有授权（授权判定只看编码、不看状态）；
+    内置管理员角色不可停用。
+    """
+    result = role_service.set_status(
+        session, role_id, payload.status, operator=current_user, meta=meta
+    )
+    return ok(result, message="已启用" if payload.status == 1 else "已禁用")
+
+
+@router.delete("/{role_id}", response_model=ApiResponse[None], summary="删除角色")
+def delete_role(
+    session: DbSession,
+    current_user: AdminUser,
+    role_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除角色。
+
+    内置管理员角色不可删除；仍有关联用户的角色不可删除（提示先解除绑定）——
+    `user_roles` 外键是 CASCADE，后端拦截是防止静默剥离权限的唯一防线。
+    """
+    role_service.delete_role(session, role_id, operator=current_user, meta=meta)
+    return ok(message="角色已删除")

backend/app/api/v1/system/settings.py

@@ -0,0 +1,83 @@
+"""系统设置接口（公司信息）。
+
+`GET /public` 与 `GET /logo/public` **无鉴权**：登录页渲染公司名/logo 时
+尚无令牌。响应经 `SettingPublicOut` 白名单收敛（见 schemas/setting.py），
+仅暴露两个非敏感展示字段。
+
+`/logo/public` 返回文件流而非统一信封——与参数导出同一例外口径
+（二进制响应套 JSON 信封无意义）。
+"""
+
+from fastapi import APIRouter, Response, UploadFile
+from fastapi.responses import FileResponse
+
+from app.api.deps import AdminUser, DbSession, RequestMetaDep
+from app.core.exceptions import BadRequestError
+from app.core.response import ApiResponse, ok
+from app.schemas.setting import SettingOut, SettingPublicOut, SettingUpdateIn
+from app.services import system_setting_service as service
+
+router = APIRouter(prefix="/settings", tags=["系统管理 · 公司信息"])
+
+_LOGO_MEDIA_TYPE = {"png": "image/png", "jpg": "image/jpeg"}
+
+
+@router.get("", response_model=ApiResponse[SettingOut], summary="公司信息")
+def get_settings(session: DbSession, _: AdminUser) -> ApiResponse[SettingOut]:
+    """取公司信息（管理端）。"""
+    return ok(service.to_out(service.get_setting(session)))
+
+
+@router.put("", response_model=ApiResponse[SettingOut], summary="更新公司名称")
+def update_settings(
+    payload: SettingUpdateIn,
+    session: DbSession,
+    current_user: AdminUser,
+    meta: RequestMetaDep,
+) -> ApiResponse[SettingOut]:
+    """更新公司名称（审计留痕）。"""
+    return ok(
+        service.update_company(session, payload, operator=current_user, meta=meta),
+        message="已保存",
+    )
+
+
+@router.post("/logo", response_model=ApiResponse[SettingOut], summary="上传 logo")
+def upload_logo(
+    file: UploadFile,
+    session: DbSession,
+    current_user: AdminUser,
+    meta: RequestMetaDep,
+) -> ApiResponse[SettingOut]:
+    """上传公司 logo（png/jpg ≤2MB；固定名覆盖，旧扩展名文件清理）。
+
+    同步 `def`：读文件、磁盘写与审计提交都是阻塞操作，async 路由里会让
+    它们卡死事件循环（项目红线：全栈同步路由，FastAPI 自动进线程池）。
+    大小先用 `file.size` 拦截，避免超限文件整体读进内存。
+    """
+    if file.size is not None and file.size > service.LOGO_MAX_BYTES:
+        raise BadRequestError("logo 文件不能超过 2MB")
+    content = file.file.read()
+    ext = (file.filename or "").rsplit(".", 1)[-1]
+    return ok(
+        service.save_logo(session, content, ext, operator=current_user, meta=meta),
+        message="logo 已更新",
+    )
+
+
+@router.get("/public", response_model=ApiResponse[SettingPublicOut], summary="公司信息（匿名）")
+def get_settings_public(session: DbSession, response: Response) -> ApiResponse[SettingPublicOut]:
+    """公司信息（登录页消费，无鉴权）。短缓存减轻匿名端点压力。"""
+    response.headers["Cache-Control"] = "public, max-age=300"
+    return ok(service.to_public_out(service.get_setting(session)))
+
+
+@router.get("/logo/public", summary="logo 图片（匿名）")
+def get_logo_public(session: DbSession) -> FileResponse:
+    """logo 文件流（无鉴权）。no-cache：图片替换后由版本参数破缓存兜底。"""
+    path, ext = service.read_logo(session)
+    return FileResponse(
+        path,
+        media_type=_LOGO_MEDIA_TYPE.get(ext, "application/octet-stream"),
+        headers={"Cache-Control": "no-cache"},
+    )

backend/app/api/v1/system/users.py

@@ -0,0 +1,146 @@
+"""用户管理接口（需求 2.5.1：用户账号管理）。
+
+全部要求管理员权限 —— 按需求「系统管理员（全部权限）、普通用户（业务操作）」，
+用户管理属管理员专属。
+
+删除、禁用、改角色三处都有**自我保护**：不允许对当前登录账号执行，
+否则管理员误操作会立刻失去全部管理权限且无法自行恢复。
+
+全部写操作经 `RequestMetaDep` 带入请求元信息后由 service 层写入操作日志
+（成功与失败都记），操作人为当前登录管理员。
+"""
+
+from typing import Annotated
+
+from fastapi import APIRouter, Path, Query
+
+from app.api.deps import AdminUser, DbSession, RequestMetaDep
+from app.core.response import ApiResponse, PageResult, ok
+from app.schemas.role import RoleOut
+from app.schemas.user import (
+    PasswordResetIn,
+    UserCreateIn,
+    UserOut,
+    UserQuery,
+    UserStatusIn,
+    UserUpdateIn,
+)
+from app.services import user_service
+
+router = APIRouter(prefix="/users", tags=["系统管理 · 用户"])
+
+
+@router.get("", response_model=ApiResponse[PageResult[UserOut]], summary="用户列表")
+def list_users(
+    session: DbSession,
+    _: AdminUser,
+    query: Annotated[UserQuery, Query()],
+) -> ApiResponse[PageResult[UserOut]]:
+    """分页查询用户，支持按用户名/姓名模糊、状态与角色筛选。"""
+    return ok(user_service.list_users(session, query))
+
+
+@router.get("/{user_id}", response_model=ApiResponse[UserOut], summary="用户详情")
+def get_user(
+    session: DbSession,
+    _: AdminUser,
+    user_id: Annotated[int, Path(ge=1)],
+) -> ApiResponse[UserOut]:
+    """查询用户详情。"""
+    return ok(user_service.get_user(session, user_id))
+
+
+@router.post("", response_model=ApiResponse[UserOut], summary="新增用户")
+def create_user(
+    session: DbSession,
+    current_user: AdminUser,
+    payload: UserCreateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[UserOut]:
+    """新增用户。用户名须唯一，至少指定一个角色。"""
+    return ok(
+        user_service.create_user(session, payload, operator=current_user, meta=meta),
+        message="用户已创建",
+    )
+
+
+@router.put("/{user_id}", response_model=ApiResponse[UserOut], summary="编辑用户")
+def update_user(
+    session: DbSession,
+    current_user: AdminUser,
+    user_id: Annotated[int, Path(ge=1)],
+    payload: UserUpdateIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[UserOut]:
+    """编辑用户的基本信息与角色。
+
+    **不含用户名与密码**：用户名是审计追溯的锚点；密码走专门的重置接口。
+    """
+    return ok(
+        user_service.update_user(session, user_id, payload, operator=current_user, meta=meta),
+        message="已保存",
+    )
+
+
+@router.delete("/{user_id}", response_model=ApiResponse[None], summary="删除用户")
+def delete_user(
+    session: DbSession,
+    current_user: AdminUser,
+    user_id: Annotated[int, Path(ge=1)],
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """删除用户。
+
+    物理删除。历史操作日志通过 `user_id` 置空 + 冗余用户名保留可追溯性。
+    业务上更推荐用「禁用」代替删除 —— 禁用保留完整审计线索。
+    """
+    user_service.delete_user(session, user_id, operator=current_user, meta=meta)
+    return ok(message="用户已删除")
+
+
+@router.put("/{user_id}/password", response_model=ApiResponse[None], summary="重置密码")
+def reset_password(
+    session: DbSession,
+    current_user: AdminUser,
+    user_id: Annotated[int, Path(ge=1)],
+    payload: PasswordResetIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[None]:
+    """重置用户密码。
+
+    会同时提升该用户的令牌版本，使其**已签发的令牌立即失效** ——
+    否则改密后旧令牌在有效期内仍可用。
+    """
+    user_service.reset_password(
+        session, user_id, payload.new_password, operator=current_user, meta=meta
+    )
+    return ok(message="密码已重置，该用户需重新登录")
+
+
+@router.put("/{user_id}/status", response_model=ApiResponse[UserOut], summary="启用/禁用用户")
+def set_status(
+    session: DbSession,
+    current_user: AdminUser,
+    user_id: Annotated[int, Path(ge=1)],
+    payload: UserStatusIn,
+    meta: RequestMetaDep,
+) -> ApiResponse[UserOut]:
+    """启用或禁用用户。
+
+    禁用会提升令牌版本使已签发令牌立即失效，否则被禁用者仍可凭旧令牌
+    继续访问直到过期（最长 2 小时）。
+    """
+    result = user_service.set_status(
+        session, user_id, payload.status, operator=current_user, meta=meta
+    )
+    return ok(result, message="已启用" if payload.status == 1 else "已禁用")
+
+
+@router.get("/meta/roles", response_model=ApiResponse[list[RoleOut]], summary="角色下拉选项")
+def list_roles(session: DbSession, _: AdminUser) -> ApiResponse[list[RoleOut]]:
+    """取全部启用角色，供用户表单的角色选择使用。
+
+    路径放在 `/users/meta/roles` 而非 `/roles`，是为了避免与
+    `/{user_id}` 的路由匹配冲突（`roles` 会被当成 user_id 解析而报 422）。
+    """
+    return ok(user_service.list_roles(session))

backend/app/core/captcha_image.py

@@ -27,11 +27,12 @@ _WIDTH, _HEIGHT = 120, 40
 _FONT_SIZE = 25
 _PADDING = 8
 
-# 与前端配色呼应：墨色字符、青灰干扰、素纸底
-_INK = (15, 54, 70)
-_INTERFERENCE = (126, 156, 170)
-_SPECKLE = (168, 183, 192)
-_PAPER = (247, 246, 242)
+# 与前端 v3 配色呼应（--ys-ink / --ys-ink-2 / --ys-ink-3 / --ys-paper）：
+# 墨色字符、次级墨干扰、辅助墨噪点、纸白底
+_INK = (28, 35, 51)  # #1c2333
+_INTERFERENCE = (91, 101, 119)  # #5b6577
+_SPECKLE = (154, 163, 178)  # #9aa3b2
+_PAPER = (255, 255, 255)  # #ffffff
 
 _SPECKLE_COUNT = 46
 _INTERFERENCE_LINES = 2

backend/app/core/config.py

@@ -92,6 +92,15 @@ class Settings(BaseSettings):
         auth = f":{self.redis_password}@" if self.redis_password else ""
         return f"redis://{auth}{self.redis_host}:{self.redis_port}/{self.redis_db}"
 
+    @property
+    def upload_dir(self) -> Path:
+        """上传文件根目录（公司 logo 等）：backend/uploads/。
+
+        不叫 static/ 是刻意的：静态目录将来可能整体交给前端构建产物，
+        运行期上传物必须与之隔离；该目录不入版本库（.gitignore）。
+        """
+        return BACKEND_DIR / "uploads"
+
 
 @lru_cache
 def get_settings() -> Settings:

backend/app/core/constants.py

@@ -25,6 +25,19 @@ TOKEN_TYPE_BEARER = "Bearer"
 # ===== 角色编码（与 db/migration 初始化数据保持一致）=====
 ROLE_ADMIN = "admin"
 ROLE_USER = "user"
+# 2026-10-15 复核审批补充需求新增职能登录角色：营销后勤（提交+录入）、
+# 财务（复核）、领导（审核）。roles 表无 is_builtin 列，内置保护用代码
+# 白名单判定（role_service 两处内置校验改查此集合）；
+# permissions/role_permissions 细粒度激活待业务权限清单（待澄清 #6）。
+ROLE_MARKETING_OPS = "marketing_ops"
+ROLE_FINANCE = "finance"
+ROLE_LEADER = "leader"
+BUILTIN_ROLE_CODES = {
+    ROLE_ADMIN,
+    ROLE_MARKETING_OPS,
+    ROLE_FINANCE,
+    ROLE_LEADER,
+}
 
 # ===== 密码策略 =====
 # bcrypt 5.0 起对超过 72 字节的密码由「静默截断」改为「抛 ValueError」，
@@ -36,3 +49,61 @@ PASSWORD_MAX_BYTES = 72
 # 剔除易混淆字符 0/O/1/I/l，降低人工识别错误率
 CAPTCHA_CHARSET = "23456789ABCDEFGHJKLMNPQRSTUVWXYZ"
 CAPTCHA_LENGTH = 4
+
+# ===== 业务岗位编码（与 db/migration 种子一致，business_roles.role_code）=====
+BUSINESS_ROLE_SALESPERSON = "salesperson"
+BUSINESS_ROLE_SALES_MANAGER = "sales_manager"
+BUSINESS_ROLE_INFO_OFFICER = "info_officer"
+
+# ===== 产品类别码（与 param_values.dimension_value 口径一致）=====
+PRODUCT_CATEGORY_MUNICIPAL_WATER = "municipal_water"
+PRODUCT_CATEGORY_RAIL_TRANSIT = "rail_transit"
+PRODUCT_CATEGORIES = {PRODUCT_CATEGORY_MUNICIPAL_WATER, PRODUCT_CATEGORY_RAIL_TRANSIT}
+
+# ===== 客户分类码（customers.customer_type，计提规则匹配锚点）=====
+CUSTOMER_TYPE_PERSONAL = "personal"
+CUSTOMER_TYPE_MANAGER_PERSONAL = "manager_personal"
+CUSTOMER_TYPE_ENTERPRISE = "enterprise"
+CUSTOMER_TYPES = {
+    CUSTOMER_TYPE_PERSONAL,
+    CUSTOMER_TYPE_MANAGER_PERSONAL,
+    CUSTOMER_TYPE_ENTERPRISE,
+}
+
+# ===== 操作日志词表（operation_logs 的 module / action 取值）=====
+# 集中定义避免各处硬编码导致日志值漂移；前端筛选下拉项与此保持一致
+MODULE_USER = "用户管理"
+MODULE_ROLE = "角色管理"
+MODULE_BUSINESS_ROLE = "岗位角色"
+MODULE_PARAM = "计提参数"
+MODULE_PERSONNEL = "人员管理"
+MODULE_PRODUCT = "产品管理"
+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"
+MODULE_SYSTEM_SETTINGS = "系统设置"
+MODULE_APPROVAL = "审批管理"
+MODULE_CALC = "绩效核算"
+MODULE_SETTLEMENT = "月度结算"
+MODULE_REPORT = "报表统计"
+
+# ===== 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"
+NO_PREFIX_PARAM = "P"
+NO_PREFIX_APPROVAL = "AP"
+NO_PREFIX_ADJUSTMENT = "TZ"
+
+ACTION_CREATE = "新增"
+ACTION_UPDATE = "修改"
+ACTION_DELETE = "删除"
+ACTION_RESET_PASSWORD = "重置密码"
+ACTION_ENABLE = "启用"
+ACTION_DISABLE = "禁用"
+ACTION_APPROVE = "审批通过"
+ACTION_REJECT = "审批驳回"
+ACTION_EXPORT = "导出"

backend/app/core/db_errors.py

@@ -0,0 +1,18 @@
+"""数据库完整性错误的统一识别与翻译口径。
+
+判断依据：pymysql 原生异常 ``orig.args`` 首位是 MySQL 错误码 —— 只有
+1062（ER_DUP_ENTRY，唯一键冲突）是「已存在」语义，可安全转 400 业务
+提示；其余完整性错误（外键 RESTRICT、数据截断等）原样上抛，由全局
+异常处理器收敛 500（程序缺陷或数据异常，均不应伪装成用户错误）。
+"""
+
+from sqlalchemy.exc import IntegrityError
+
+# MySQL 唯一键冲突错误码（pymysql 原生异常 args 首位）
+ERR_DUP_ENTRY = 1062
+
+
+def is_duplicate_entry(exc: IntegrityError) -> bool:
+    """判断 IntegrityError 是否为 MySQL 唯一键冲突（错误码 1062）。"""
+    args = getattr(exc.orig, "args", ())
+    return bool(args) and args[0] == ERR_DUP_ENTRY

backend/app/core/exception_handlers.py

@@ -12,6 +12,7 @@ import logging
 from fastapi import FastAPI, Request
 from fastapi.exceptions import RequestValidationError
 from fastapi.responses import JSONResponse
+from sqlalchemy.exc import IntegrityError
 from starlette.exceptions import HTTPException as StarletteHTTPException
 
 from app.core.constants import CODE_BAD_REQUEST, CODE_SERVER_ERROR
@@ -60,6 +61,19 @@ async def handle_http_exception(_: Request, exc: StarletteHTTPException) -> JSON
     return _build_response(exc.status_code, message)
 
 
+async def handle_integrity_error(_: Request, exc: IntegrityError) -> JSONResponse:
+    """完整性错误全局兜底为 400。
+
+    service 层已判别的 1062/引用冲突会自行翻译为业务提示，不会走到这里；
+    本 handler 拦截的是「新增父表后某 service 漏补引用保护」一类的遗漏
+    （e2e 撞见一个补一个的模式无法保证全覆盖）：FK RESTRICT 等数据完整性
+    冲突对用户表现为「这行数据被别处引用/冲突」，转 400 比 500 更贴近事实。
+    完整异常记录日志供排查；不在此处 rollback —— 会话由请求级依赖统一关闭。
+    """
+    logger.error("数据库完整性冲突（未在 service 层翻译）", exc_info=exc)
+    return _build_response(CODE_BAD_REQUEST, "数据完整性冲突，操作被拒绝")
+
+
 async def handle_unexpected_exception(_: Request, exc: Exception) -> JSONResponse:
     """兜底处理未预期异常。
 
@@ -77,4 +91,5 @@ def register_exception_handlers(app: FastAPI) -> None:
     app.add_exception_handler(AppException, handle_app_exception)  # type: ignore[arg-type]
     app.add_exception_handler(RequestValidationError, handle_validation_error)  # type: ignore[arg-type]
     app.add_exception_handler(StarletteHTTPException, handle_http_exception)  # type: ignore[arg-type]
+    app.add_exception_handler(IntegrityError, handle_integrity_error)  # type: ignore[arg-type]
     app.add_exception_handler(Exception, handle_unexpected_exception)

backend/app/core/logging.py

@@ -29,8 +29,8 @@ _SENSITIVE_RULES: tuple[tuple[re.Pattern[str], str], ...] = (
     ),
     # Authorization: Bearer xxx
     (re.compile(r"(Bearer\s+)[A-Za-z0-9\-._~+/]+=*"), r"\1***"),
-    # 手机号：138****8888
-    (re.compile(r"\b(1[3-9]\d)\d{4}(\d{4})\b"), r"\1****\2"),
+    # 手机号：138****8888（兼容带空格/横线分隔的写法，如 138 0013 8000）
+    (re.compile(r"\b(1[3-9]\d)[-\s]?(\d{4})[-\s]?(\d{4})\b"), r"\1****\3"),
     # 18 位身份证：保留前 6 位与后 4 位
     (re.compile(r"\b(\d{6})\d{8}(\d{3}[\dXx])\b"), r"\1********\2"),
 )

backend/app/core/month.py

@@ -0,0 +1,26 @@
+"""月份参数校验（YYYY-MM）——叶子模块。
+
+报表、月结与调整单共用同一套校验：只校验长度会放过 `2026-13` 这类
+非法月份，一路传到 `calendar.monthrange` 才抛 ValueError，最终被全局
+处理器当成服务端异常（500）。月份范围必须在入口处拦住，才能返回 400。
+"""
+
+import re
+
+_MONTH_RE = re.compile(r"^\d{4}-(0[1-9]|1[0-2])$")
+
+
+def validate_month(value: str) -> str:
+    """校验 YYYY-MM 且月份 01-12；非法抛 ValueError（Pydantic 友好）。
+
+    年份 0000 也拒绝：`date(0, ...)` 同样会抛 ValueError，且业务上不存在。
+    """
+    if not _MONTH_RE.match(value) or int(value[:4]) == 0:
+        raise ValueError("月份格式须为 YYYY-MM（01-12）")
+    return value
+
+
+def parse_month(value: str) -> tuple[int, int]:
+    """校验并返回 (year, month)，供服务层计算月末等使用。"""
+    validate_month(value)
+    return int(value[:4]), int(value[5:7])

backend/app/core/report_meta.py

@@ -0,0 +1,79 @@
+"""报表统计元数据（区间桶、中文标签、导出上限）——叶子模块。
+
+刻意不导入 app 内任何模块：report_service 与 report_export 都要消费这里的
+定义，若它反向依赖 service 层会形成循环导入；也不走参数体系——FR-031
+「区间可配置」一期以代码常量落地（参数化需注册表 + 迁移 + init-dev +
+registry 测试四处同改，业务未提诉求前不做），配置缝收在
+get_payment_day_buckets 单函数，未来在线可配时只改该函数。
+"""
+
+from dataclasses import dataclass
+
+
+@dataclass(frozen=True, slots=True)
+class DayBucket:
+    """回款天数区间档位：min/max 均为 None 表示「无回款天数」兜底桶。"""
+
+    code: str
+    label: str
+    min_days: int | None
+    max_days: int | None
+
+
+# 8 档区间（催办清单 R2 默认口径）。两个兜底桶必须保留：payment_days 可空
+# （回款未指定发货批次）且可为负（先款后货照实负值），缺了它们这些行会
+# 静默消失、金额对不上。
+PAYMENT_DAY_BUCKETS: tuple[DayBucket, ...] = (
+    DayBucket("le0", "≤0 天（先款后货）", None, 0),
+    DayBucket("1-30", "1-30 天", 1, 30),
+    DayBucket("31-60", "31-60 天", 31, 60),
+    DayBucket("61-90", "61-90 天", 61, 90),
+    DayBucket("91-180", "91-180 天", 91, 180),
+    DayBucket("181-360", "181-360 天", 181, 360),
+    DayBucket("361+", "361 天以上", 361, None),
+    DayBucket("none", "无回款天数", None, None),
+)
+
+CUSTOMER_TYPE_LABELS: dict[str, str] = {
+    "personal": "个人户",
+    "manager_personal": "经理个人户",
+    "enterprise": "企业户",
+}
+
+# mixed 不在 core.constants.PRODUCT_CATEGORIES（那只是可维护的档案类别），
+# 但台账行可以是 mixed（混合业务行级明细入 snapshot_json），报表必须能标它
+PRODUCT_CATEGORY_LABELS: dict[str, str] = {
+    "municipal_water": "市政水利",
+    "rail_transit": "轨道交通",
+    "mixed": "混合业务",
+}
+
+# 业务状态中文标签：导出列、筛选页眉与前端标签共用同一份映射
+BUSINESS_STATUS_LABELS: dict[int, str] = {1: "进行中", 2: "已完成", 3: "已终止"}
+
+REPORT_TEMPLATE_VERSION = "V1.2"
+# 导出超限即拒绝（需求「大数据量分批/超限提示」二选一取后者）：普通
+# Workbook 全量载入内存，2 万行约数十 MB，超过该量级必须引导按月导出
+REPORT_EXPORT_MAX_ROWS = 20000
+
+
+def get_payment_day_buckets() -> tuple[DayBucket, ...]:
+    """区间档位唯一出口：前端下拉与分桶都以本函数返回为准，禁止硬编码。
+
+    未来「区间在线可配」时改此处读参数即可，调用方与前端零改动。
+    """
+    return PAYMENT_DAY_BUCKETS
+
+
+def bucket_of(payment_days: int | None) -> DayBucket:
+    """把单笔回款天数落入对应区间桶；未匹配任何区间按「无回款天数」兜底。"""
+    if payment_days is None:
+        return next(b for b in PAYMENT_DAY_BUCKETS if b.code == "none")
+    for bucket in PAYMENT_DAY_BUCKETS:
+        if bucket.code == "none":
+            continue
+        lower_ok = bucket.min_days is None or payment_days >= bucket.min_days
+        upper_ok = bucket.max_days is None or payment_days <= bucket.max_days
+        if lower_ok and upper_ok:
+            return bucket
+    return next(b for b in PAYMENT_DAY_BUCKETS if b.code == "none")

backend/app/models/__init__.py

@@ -9,17 +9,57 @@
 `Base.metadata` 包含全部表，漏掉一张就会生成「删除该表」的迁移。
 """
 
+from app.models.approval import ApprovalOrder, ApprovalStep
 from app.models.base import Base, TimestampMixin
+from app.models.business import Business, BusinessItem, BusinessStatusLog, SecondaryAllocation
+from app.models.business_role import BusinessRole
+from app.models.customer import Customer, OwnershipChangeLog
 from app.models.login_log import LoginLog
+from app.models.operation_log import OperationLog
+from app.models.param import ParamChangeBatch, ParamDefinition, ParamValue
+from app.models.performance_ledger import PerformanceLedger
+from app.models.personnel import Personnel, PersonnelPlan, PersonnelRegion
+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.settlement import AdjustmentOrder, MonthlySettlement, SettlementItem
+from app.models.shipment import Shipment, ShipmentItem
+from app.models.system_setting import SystemSetting
 from app.models.user import User, UserRole
 
 __all__ = [
+    "AdjustmentOrder",
+    "ApprovalOrder",
+    "ApprovalStep",
     "Base",
+    "Business",
+    "BusinessItem",
+    "BusinessRole",
+    "BusinessStatusLog",
+    "Customer",
+    "CustomerRatingGrade",
     "LoginLog",
+    "MonthlySettlement",
+    "OperationLog",
+    "OwnershipChangeLog",
+    "ParamChangeBatch",
+    "ParamDefinition",
+    "ParamValue",
+    "PerformanceLedger",
     "Permission",
+    "Personnel",
+    "PersonnelPlan",
+    "PersonnelRegion",
+    "Product",
+    "Receipt",
     "Role",
     "RolePermission",
+    "SecondaryAllocation",
+    "SettlementItem",
+    "Shipment",
+    "ShipmentItem",
+    "SystemSetting",
     "TimestampMixin",
     "User",
     "UserRole",

backend/app/models/approval.py

@@ -0,0 +1,163 @@
+"""审批模型：审批单与节点记录（2026-10-15 复核审批补充需求）。
+
+三级链路：营销后勤提交 → 财务复核 → 领导审核。行为由参数体系开关驱动
+（`approval.*.enabled` BOOL）：关闭=提交即生成「自动通过」节点留痕，
+留痕不断链（开发计划 3.2(三)）；开启=按节点人工审核，一驳全驳。
+
+依赖说明：节点准入按登录角色编码判定（ROLE_FINANCE/ROLE_LEADER），
+不动 `permissions`/`role_permissions` 闲置表 —— 细粒度权限清单待业务方
+答复（待澄清 #6）后再激活。
+
+ref_id 为**固化无外键**（同 business_status_logs 先例）：order_type=2
+（月结预留）将指向 ④ 尚未落地的表，外键无法统一指向；单据删除保护由
+服务层承担（详见 approval_service）。
+"""
+
+from datetime import datetime
+
+from sqlalchemy import (
+    JSON,
+    DateTime,
+    ForeignKey,
+    Index,
+    Integer,
+    String,
+    UniqueConstraint,
+    text,
+)
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, TINYINT_TYPE, Base, TimestampMixin, mysql_table_args
+
+# 审批单状态（approval_orders.status；流转机见 approval_service）
+APPROVAL_STATUS_PENDING_FINANCE = 1  # 待财务复核
+APPROVAL_STATUS_PENDING_LEADER = 2  # 待领导审核
+APPROVAL_STATUS_APPROVED = 3  # 已通过（终态）
+APPROVAL_STATUS_REJECTED = 4  # 已驳回（终态）
+APPROVAL_STATUS_WITHDRAWN = 5  # 已撤回（被引用方重新提交时旧在途单注销）
+
+# 节点（approval_steps.node；0 仅用于撤回留痕）
+APPROVAL_NODE_FINANCE = 1
+APPROVAL_NODE_LEADER = 2
+APPROVAL_NODE_WITHDRAW = 0
+APPROVAL_NODES = {
+    APPROVAL_STATUS_PENDING_FINANCE: APPROVAL_NODE_FINANCE,
+    APPROVAL_STATUS_PENDING_LEADER: APPROVAL_NODE_LEADER,
+}
+
+# 动作（approval_steps.action）
+APPROVAL_ACTION_APPROVE = 1  # 人工通过
+APPROVAL_ACTION_REJECT = 2  # 人工驳回
+APPROVAL_ACTION_AUTO_APPROVE = 3  # 系统自动通过（开关关闭时逐节点留痕）
+APPROVAL_ACTION_WITHDRAW = 4  # 撤回（业务重新提交时旧在途单注销）
+
+# 审批对象类型（approval_orders.order_type）
+APPROVAL_TYPE_SECONDARY_ALLOCATION = 1
+APPROVAL_TYPE_MONTHLY_SETTLEMENT = 2
+APPROVAL_TYPE_ADJUSTMENT = 3
+
+
+class ApprovalOrder(Base, TimestampMixin):
+    """审批单：一张待审对象一条审批流（状态可流转，含 update_time）。"""
+
+    __tablename__ = "approval_orders"
+    __table_args__ = mysql_table_args(
+        "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）",
+        # 同一引用对象的第 N 次送审在库里有唯一一行：并发提单算重版本号时
+        # 由 DB 兜住（应用层取号走锁读，见 approval_service._next_version）
+        UniqueConstraint(
+            "order_type",
+            "ref_id",
+            "version_no",
+            name="uk_approval_orders_order_type_ref_version",
+        ),
+        Index("idx_approval_orders_type_status", "order_type", "status"),
+        # 版本号按 (order_type, ref_id) 递增，须有对应索引避免全表 max 扫描
+        Index("idx_approval_orders_type_ref", "order_type", "ref_id"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    order_no: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        unique=True,
+        comment="审批单号，自动生成 AP{YYYYMMDD}-{4位当日序号}",
+    )
+    order_type: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="审批对象类型：1二次分配方案 2月度结算 3调整单"
+    )
+    ref_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        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: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="引用对象单号（冗余固化，列表页免联查）"
+    )
+    version_no: Mapped[int] = mapped_column(
+        Integer,
+        nullable=False,
+        server_default="1",
+        comment="提交版本号（同一对象类型+引用对象从1递增；重提产生新版本，旧单快照不覆盖；"
+        "同一对象内唯一，由uk_approval_orders_order_type_ref_version强制）",
+    )
+    snapshot_json: Mapped[dict | None] = mapped_column(
+        JSON,
+        comment="提交时内容快照（信封：schema_version/order_type/captured_at/data；历史单可空）",
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        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",
+    )
+    submitter_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("users.id", ondelete="SET NULL"),
+        comment="提交人ID（账号删除后置空）",
+    )
+    submitter_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="提交人用户名（冗余固化）"
+    )
+
+
+class ApprovalStep(Base):
+    """审批节点记录表（append-only）：每次动作只增不改，构成时间线。
+
+    不继承 TimestampMixin（留痕无更新语义，同 business_status_logs 先例）。
+    """
+
+    __tablename__ = "approval_steps"
+    __table_args__ = mysql_table_args(
+        "审批节点记录表（append-only；自动通过/撤回均有留痕）",
+        Index("idx_approval_steps_order_id", "order_id"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    order_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("approval_orders.id", ondelete="CASCADE"),
+        nullable=False,
+        comment="审批单ID（approval_orders.id；单删记录随删）",
+    )
+    node: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="审批节点：0撤回留痕 1财务复核 2领导审核"
+    )
+    action: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="动作：1通过 2驳回 3自动通过 4撤回"
+    )
+    opinion: Mapped[str | None] = mapped_column(String(255), comment="审批意见（驳回时填写）")
+    operator_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("users.id", ondelete="SET NULL"),
+        comment="操作人ID（自动通过/系统动作置空）",
+    )
+    operator_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="操作人用户名（冗余固化；系统动作记「系统」）"
+    )
+    create_time: Mapped[datetime] = mapped_column(
+        DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
+    )

backend/app/models/base.py

@@ -7,7 +7,7 @@
 
 from datetime import datetime
 
-from sqlalchemy import DateTime, MetaData, text
+from sqlalchemy import DateTime, MetaData, String, text
 from sqlalchemy.dialects.mysql import BIGINT, TINYINT
 from sqlalchemy.orm import DeclarativeBase, Mapped, mapped_column
 
@@ -28,7 +28,14 @@ BIGINT_UNSIGNED = BIGINT(unsigned=True)
 # 状态类字段统一用 TINYINT（0/1 或少量枚举值）
 TINYINT_TYPE = TINYINT
 
-__all__ = ["BIGINT_UNSIGNED", "TINYINT_TYPE", "Base", "TimestampMixin", "mysql_table_args"]
+__all__ = [
+    "BIGINT_UNSIGNED",
+    "TINYINT_TYPE",
+    "Base",
+    "TPlusSyncMixin",
+    "TimestampMixin",
+    "mysql_table_args",
+]
 
 
 class Base(DeclarativeBase):
@@ -62,6 +69,30 @@ class TimestampMixin:
     )
 
 
+class TPlusSyncMixin:
+    """T+（用友）数据同步预留列，六张业务主表共用。
+
+    对照表 #26：T+ 对接的字段映射与幂等键语义未定（IT 牵头），故四列全部
+    可空、不设唯一键 —— 键语义未定就锁死唯一约束，对接时大概率返工；
+    source_no 先建普通索引承担查询与去重，IT 定键后以小迁移升级唯一约束。
+
+    同步守则（M4 同步模块必须遵守）：同步只写 T+ 侧字段与本组列，
+    **不覆盖人工维护字段**（岗位/工资标准/归属/客户分类/业务状态等，
+    各表注释已标注）。同步频率：一周一次定时 + 手动触发（对照表 #10）。
+    """
+
+    source_no: Mapped[str | None] = mapped_column(
+        String(64),
+        index=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）",
+    )
+    t_plus_id: Mapped[str | None] = mapped_column(String(64), comment="T+ 系统内部标识")
+    sync_batch_no: Mapped[str | None] = mapped_column(
+        String(32), comment="同步批次号（同步模块写入）"
+    )
+    synced_at: Mapped[datetime | None] = mapped_column(DateTime, comment="最近同步时间")
+
+
 def mysql_table_args(comment: str, *extra: object) -> tuple[object, ...]:
     """构造 MySQL 表的公共参数，返回可直接赋给 `__table_args__` 的元组。
 

backend/app/models/business.py

@@ -0,0 +1,304 @@
+"""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,
+    Integer,
+    Numeric,
+    String,
+    UniqueConstraint,
+    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 SecondaryAllocation(Base, TimestampMixin):
+    """二次分配方案明细表（2026-10-15 补充需求「二次分配方案」）。
+
+    口径（AI_CONTEXT 待澄清 #1/#2 未答复前的边界）：
+    - 只出现在合同刚建立时；修改在首次月结前留痕放行，月结后只读（月结在 ④，
+      终态门槛先行承担「修改不影响已结算月份」）
+    - 分配比例**不要求合计 100%**：余额归属未定（澄清 #2），存储只落参与人
+      与比例，响应以 hint 提示合计/余额，不做强制校验
+    - T+ 无二次分配数据（2026-10-15 回馈）：参与人全为系统内人工维护
+    - **版本行 append-only**：编辑全量替换与驳回清空都把旧行置
+      ``is_active=0`` 而非物理删除，历史方案可回溯；当前生效行由
+      ``is_active=1`` 唯一标识。核算仍按「当前生效行」取快照
+      （``performance_ledgers.snapshot_json.alloc_plan`` 固化），版本化只
+      补齐「方案事实留存」，不改变核算口径
+
+    personnel 外键 **RESTRICT**：被方案引用的人员禁删——分摊金额待定的记录
+    不允许静默失联（silently deleted）导致回档无法人工查验；personnel_name
+    冗余固化，人离职后方案回显仍有名。uk 锁
+    (business_id, version_no, personnel_id)，同一版本内同一参与人仅一行，
+    重复提交在服务层聚合；跨版本允许同一人再次出现。
+    """
+
+    __tablename__ = "business_secondary_allocations"
+    __table_args__ = mysql_table_args(
+        # 表/列注释避开「%」字符：SHOW CREATE TABLE 经驱动参数化转义为「%%」，
+        # 会与 ORM 侧 comment 字面断言失配（全库既有注释同此惯例）
+        "业务二次分配方案版本表（append-only；比例不要求合计满额，余额归属待澄清）",
+        UniqueConstraint(
+            "business_id",
+            "version_no",
+            "personnel_id",
+            name="uk_business_secondary_allocations_business_version_personnel",
+        ),
+        Index("idx_business_secondary_allocations_business_id", "business_id"),
+        Index("idx_business_secondary_allocations_personnel_id", "personnel_id"),
+        # 取当前生效行的唯一查询形态：WHERE business_id=? AND is_active=1
+        Index("idx_business_secondary_allocations_business_active", "business_id", "is_active"),
+    )
+
+    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="CASCADE"),
+        nullable=False,
+        comment="业务ID（businesses.id；业务删除随删）",
+    )
+    version_no: Mapped[int] = mapped_column(
+        Integer,
+        nullable=False,
+        server_default="1",
+        comment="方案版本号（同一业务从1递增；编辑/重提产生新版本，旧版本仅置历史）",
+    )
+    personnel_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        nullable=False,
+        comment="参与业务员ID（personnel.id；被方案引用禁删）",
+    )
+    personnel_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="参与业务员姓名（冗余固化，离职后回显有名）"
+    )
+    ratio: Mapped[Decimal] = mapped_column(
+        Numeric(5, 2),
+        nullable=False,
+        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）",
+    )
+    is_active: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        comment="是否当前生效版本：1生效 0历史（编辑替换/驳回清空后置0，行不删除）",
+    )
+
+
+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"
+    )

backend/app/models/business_role.py

@@ -0,0 +1,46 @@
+"""业务岗位角色模型。
+
+与系统登录角色（`roles`，权限维度）严格区分：本表是**业务岗位**维度，
+决定人员适用的计提公式模板与参数。需求 #28 要求岗位角色可增删、
+新增岗位时在系统设置中绑定公式与参数（无需改代码），故模板编码
+存于本表、公式实现留在代码内注册表（一期不引入规则引擎）。
+"""
+
+from sqlalchemy import Integer, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, TINYINT_TYPE, Base, TimestampMixin, mysql_table_args
+
+
+class BusinessRole(Base, TimestampMixin):
+    """业务岗位角色表。内置三个岗位（营销员/营销经理/信息员）随迁移初始化。"""
+
+    __tablename__ = "business_roles"
+    __table_args__ = mysql_table_args("业务岗位角色表（与登录角色roles区分，决定计提公式与参数）")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    role_code: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        unique=True,
+        comment="岗位编码：salesperson营销员 sales_manager营销经理 info_officer信息员，创建后不可修改",
+    )
+    role_name: Mapped[str] = mapped_column(String(64), nullable=False, comment="岗位名称")
+    calc_template: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="计提公式模板编码（以代码内模板注册表为准）"
+    )
+    description: Mapped[str | None] = mapped_column(String(255), comment="岗位说明")
+    sort_order: Mapped[int] = mapped_column(
+        Integer, nullable=False, server_default="0", comment="显示排序"
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, server_default="1", comment="状态：1启用 0禁用"
+    )
+    is_builtin: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="0",
+        comment="是否内置岗位：1内置（禁删禁停） 0自定义",
+    )

backend/app/models/customer.py

@@ -0,0 +1,129 @@
+"""客户模型：客户档案与归属变更留痕。
+
+- 「公司名称 + 负责人」是业务唯一标识（需规 2.1.3）；负责人是客户公司的
+  负责人**人名**（字符串），不是系统内的营销人员 —— 系统内归属另用
+  owner_personnel_id 外键表达，两者语义不同
+- 归属变更只改主表当前值 + 插一条留痕，**不回溯历史**（对照表 #19）：
+  历史核算结果在 M3 台账已固化，无需 effective_date 时点化设计
+- 留痕表（OwnershipChangeLog）对客户/业务/人员 ID 均为**无外键的冗余固化**：
+  留痕是历史记录，被引用方被删除后记录仍须完整可读；RESTRICT 外键反而会
+  把「删除客户」逼成 500。业务实体删除保护由服务层检查承担
+"""
+
+from datetime import datetime
+
+from sqlalchemy import DateTime, ForeignKey, Index, String, UniqueConstraint, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import (
+    BIGINT_UNSIGNED,
+    TINYINT_TYPE,
+    Base,
+    TimestampMixin,
+    TPlusSyncMixin,
+    mysql_table_args,
+)
+
+# 归属类型（ownership_change_logs.owner_type）
+OWNER_TYPE_CUSTOMER = 1
+OWNER_TYPE_BUSINESS = 2
+
+
+class Customer(Base, TimestampMixin, TPlusSyncMixin):
+    """客户表（需求 2.1.3）。customer_type 是计提规则匹配锚点（M3 消费）。"""
+
+    __tablename__ = "customers"
+    __table_args__ = mysql_table_args(
+        "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）",
+        UniqueConstraint("company_name", "owner_name", name="uk_customers_company_owner"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    company_name: Mapped[str] = mapped_column(String(128), nullable=False, comment="公司名称")
+    owner_name: Mapped[str] = mapped_column(
+        String(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）"
+    )
+    contact_person: Mapped[str | None] = mapped_column(String(64), comment="联系人")
+    contact_phone: Mapped[str | None] = mapped_column(String(20), comment="联系电话")
+    address: Mapped[str | None] = mapped_column(String(255), comment="地址")
+    industry: Mapped[str | None] = mapped_column(String(64), comment="所属行业（自由文本）")
+    customer_type: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        server_default="personal",
+        index=True,
+        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）",
+    )
+    owner_personnel_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        index=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）",
+    )
+    remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
+    rating_score: Mapped[int | None] = mapped_column(
+        TINYINT_TYPE,
+        comment="评级总分（0-100，评级计算器保存；null=未评分；人工维护字段，T+ 同步不覆盖）",
+    )
+    rating_time: Mapped[datetime | None] = mapped_column(
+        DateTime,
+        comment="最近评级时间（评级计算器保存评分时刷新；人工维护字段）",
+    )
+
+
+class OwnershipChangeLog(Base):
+    """归属变更记录表（append-only，需求 2.1.3 + 对照表 #19）。
+
+    owner_type 区分客户归属/业务归属：1 → customer_id 非空，2 → business_id
+    非空，由应用层校验（无外键，见模块 docstring 的固化论证）。
+    前后值冗余固化（无外键）：人员被删除后留痕仍可读。
+    """
+
+    __tablename__ = "ownership_change_logs"
+    __table_args__ = mysql_table_args(
+        "归属变更记录表（append-only；客户/业务归属变更留痕，不回溯历史）",
+        Index("idx_ownership_change_logs_customer_id", "customer_id"),
+        Index("idx_ownership_change_logs_business_id", "business_id"),
+        Index("idx_ownership_change_logs_create_time", "create_time"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    owner_type: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="归属类型：1客户归属 2业务归属"
+    )
+    customer_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        comment="客户ID（固化，owner_type=1 时非空）",
+    )
+    business_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        comment="业务ID（固化，owner_type=2 时非空）",
+    )
+    old_owner_personnel_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED, comment="变更前负责营销人员ID（固化）"
+    )
+    new_owner_personnel_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED, comment="变更后负责营销人员ID（固化）"
+    )
+    old_assistant_personnel_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED, comment="变更前协助营销人员ID（固化，仅业务归属使用）"
+    )
+    new_assistant_personnel_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED, comment="变更后协助营销人员ID（固化，仅业务归属使用）"
+    )
+    change_reason: Mapped[str | None] = mapped_column(String(255), comment="变更原因")
+    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"
+    )

backend/app/models/operation_log.py

@@ -0,0 +1,99 @@
+"""操作日志模型。
+
+需求 2.5.1 要求「记录用户登录、操作行为及计提参数/系数表变更，支持日志查询」。
+登录行为已在 `login_logs` 中单独记录（登录失败也要留痕，且不依赖认证上下文）；
+本表记录**已认证用户的操作行为**，两者分工明确、互不重叠。
+
+不继承 TimestampMixin：日志是追加写、不可变的，没有"更新时间"语义。
+"""
+
+from datetime import datetime
+
+from sqlalchemy import DateTime, ForeignKey, Index, Integer, String, Text, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, TINYINT_TYPE, Base, mysql_table_args
+
+# 各文本列的上限。**写入方必须按此截断**，否则 MySQL 严格模式抛 1406
+# （Data too long），而按"审计失败不得影响业务"的约定该异常会被吞掉 ——
+# 结果是整条日志静默丢失。截断值集中定义于此，供 repository 层引用。
+USERNAME_MAX_LEN = 64
+MODULE_MAX_LEN = 64
+ACTION_MAX_LEN = 32
+SUMMARY_MAX_LEN = 255
+METHOD_MAX_LEN = 8
+PATH_MAX_LEN = 255
+IP_MAX_LEN = 45
+USER_AGENT_MAX_LEN = 255
+ERROR_MESSAGE_MAX_LEN = 500
+# request_data 是 MySQL TEXT（上限 65535 字节）。脱敏后的 JSON 可能超限
+# （如批量操作提交数千个 ID），超限同样会抛 1406，故写入方需按字节截断。
+REQUEST_DATA_MAX_BYTES = 60000
+
+
+class OperationLog(Base):
+    """操作日志表。
+
+    记录原则与 `login_logs` 一致：
+    - **请求参数必须脱敏后入库**（复用 `core.logging.scrub`），日志是最容易泄漏
+      密码与令牌的地方
+    - 用户名冗余存储而非只存 user_id —— 账号被删除后仍能追溯操作者，
+      故 `username` 单独建索引（与 `login_logs` 保持一致）
+    - 写入失败不得影响业务（审计可丢，业务不可断）
+    """
+
+    __tablename__ = "operation_logs"
+    __table_args__ = mysql_table_args(
+        "操作日志表",
+        Index("idx_operation_logs_user_id", "user_id"),
+        # 账号删除后 user_id 被置空，只能按用户名追溯，故该列必须有索引，
+        # 否则日志表增长后查询退化为全表扫描
+        Index("idx_operation_logs_username", "username"),
+        Index("idx_operation_logs_module", "module"),
+        Index("idx_operation_logs_create_time", "create_time"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    user_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）",
+    )
+    username: Mapped[str] = mapped_column(
+        String(USERNAME_MAX_LEN), nullable=False, comment="操作人用户名（冗余存储便于追溯）"
+    )
+    module: Mapped[str] = mapped_column(
+        String(MODULE_MAX_LEN), nullable=False, comment="所属模块，如 用户管理"
+    )
+    action: Mapped[str] = mapped_column(
+        String(ACTION_MAX_LEN), nullable=False, comment="操作类型：新增/修改/删除/导出"
+    )
+    summary: Mapped[str] = mapped_column(
+        String(SUMMARY_MAX_LEN), nullable=False, comment="操作摘要（中文，供人阅读）"
+    )
+
+    method: Mapped[str | None] = mapped_column(String(METHOD_MAX_LEN), comment="HTTP 方法")
+    path: Mapped[str | None] = mapped_column(String(PATH_MAX_LEN), comment="请求路径")
+    ip: Mapped[str | None] = mapped_column(String(IP_MAX_LEN), comment="客户端IP（45位兼容IPv6）")
+    user_agent: Mapped[str | None] = mapped_column(
+        String(USER_AGENT_MAX_LEN), comment="客户端User-Agent（截断存储）"
+    )
+    # 请求参数，**入库前已脱敏**；长文本故用 TEXT
+    request_data: Mapped[str | None] = mapped_column(Text, comment="请求参数（已脱敏）")
+
+    # 默认 0 而非 1：与 login_logs 保持一致，且方向更保守 ——
+    # 写入方漏传时记为「失败」，管理员会去核查；反之漏传记为「成功」则是
+    # 审计漏报，且无声无息。写入方应显式传值（见 repository 层）。
+    success: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, server_default="0", comment="是否成功：1成功 0失败"
+    )
+    error_message: Mapped[str | None] = mapped_column(
+        String(ERROR_MESSAGE_MAX_LEN), comment="失败原因（写入方须截断）"
+    )
+    duration_ms: Mapped[int | None] = mapped_column(Integer, comment="处理耗时（毫秒）")
+
+    create_time: Mapped[datetime] = mapped_column(
+        DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
+    )

backend/app/models/param.py

@@ -0,0 +1,159 @@
+"""计提参数模型：定义、变更批次与版本条目。
+
+存储设计（M1 评审定稿）：
+- 参数值按**生效日期时点化**存储（逐项版本条目，append-only），核算按业务
+  日期回溯取值（对照表 #11：按回款到账日匹配参数版本），禁读「当前值」算历史
+- 「版本」由变更批次承载：一次保存 = 一个批次 = 一条变更记录；条目逐项留痕
+  （旧值/新值），满足 #28 版本管理与留痕（需规 2.3.1 四）
+- 值一律为 Fraction 可解析字符串（如 "4/360"，禁 0.011111），解析不经 float
+- **不设 (param_id, dimension_value, effective_date) 唯一键**：同日多次修正
+  是合法留痕，解析取 (effective_date, id) 最新一条；唯一键会把同日二次变更
+  逼成覆盖写、丢失中间值
+- 批次与条目均为 append-only（仅 create_time、无 update_time，同 login_logs
+  先例）：带 ON UPDATE 的列会让「未改也被刷新」造成留痕假象
+"""
+
+from datetime import date, datetime
+
+from sqlalchemy import Date, DateTime, ForeignKey, Index, Integer, String, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, TINYINT_TYPE, Base, TimestampMixin, mysql_table_args
+
+
+class ParamDefinition(Base, TimestampMixin):
+    """计提参数定义表。目录元数据（类型/单位/维度/取值域），随迁移种子初始化。"""
+
+    __tablename__ = "param_definitions"
+    __table_args__ = mysql_table_args("计提参数定义表")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    param_code: Mapped[str] = mapped_column(
+        String(64), nullable=False, unique=True, comment="参数编码，如 salesperson.rate.slope"
+    )
+    param_name: Mapped[str] = mapped_column(String(64), nullable=False, comment="参数名称")
+    param_group: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        comment="参数分组：业务员个人户/经理分成/企业户/信息员/支付环节/产品阈值/月工资口径",
+    )
+    value_type: Mapped[str] = mapped_column(
+        String(16), nullable=False, comment="值类型：DECIMAL/INT/BOOL/ENUM/TEXT"
+    )
+    unit: Mapped[str | None] = mapped_column(String(16), comment="展示单位：‰/%/元/天，无单位为空")
+    dimension_type: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        server_default="NONE",
+        comment="维度类型：NONE/PRODUCT_CATEGORY/BUSINESS_ROLE",
+    )
+    options_text: Mapped[str | None] = mapped_column(
+        String(255), comment="枚举选项（竖线分隔），仅 ENUM 使用"
+    )
+    default_value: Mapped[str | None] = mapped_column(
+        String(64), comment="系统默认值（Fraction 可解析字符串）"
+    )
+    value_min: Mapped[str | None] = mapped_column(String(64), comment="取值下限（含），校验用")
+    value_max: Mapped[str | None] = mapped_column(String(64), comment="取值上限（含），校验用")
+    description: Mapped[str | None] = mapped_column(String(255), comment="口径说明（配置页展示）")
+    sort_order: Mapped[int] = mapped_column(
+        Integer, nullable=False, server_default="0", comment="显示排序"
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, server_default="1", comment="状态：1启用 0停用"
+    )
+
+
+class ParamChangeBatch(Base):
+    """参数变更批次表（append-only）。
+
+    一次提交 = 一个批次；版本号（如 P20261012-01）供对比与追溯引用。
+    未生效批次可整批撤回（删批次与条目）；已生效条目禁改禁删。
+    """
+
+    __tablename__ = "param_change_batches"
+    __table_args__ = mysql_table_args("参数变更批次表")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    version_no: Mapped[str] = mapped_column(
+        String(32), nullable=False, unique=True, comment="版本号，如 P20261012-01"
+    )
+    effective_date: Mapped[date] = mapped_column(
+        Date, nullable=False, comment="生效日期（业务日期口径）"
+    )
+    change_type: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="生效方式：1立即生效 2指定日期生效"
+    )
+    remark: Mapped[str | None] = mapped_column(String(255), comment="变更说明")
+    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）"
+    )
+    item_count: Mapped[int] = mapped_column(
+        Integer, nullable=False, server_default="0", comment="变更参数项数"
+    )
+    create_time: Mapped[datetime] = mapped_column(
+        DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
+    )
+
+
+class ParamValue(Base):
+    """参数版本条目表（append-only）。
+
+    解析规则：按 (param_id, dimension_value) 取 effective_date <= 业务日期 的
+    ORDER BY effective_date DESC, id DESC 首条（同日多次变更取最新）。
+    dimension_value 用空串而非 NULL：MySQL 组合索引对 NULL 不去重，空串语义更稳。
+    """
+
+    __tablename__ = "param_values"
+    __table_args__ = mysql_table_args(
+        "参数版本条目表（append-only，按生效日期时点化取值）",
+        Index(
+            "idx_param_values_param_id_dimension_value_effective_date",
+            "param_id",
+            "dimension_value",
+            "effective_date",
+        ),
+        Index("idx_param_values_effective_date", "effective_date"),
+        Index("idx_param_values_batch_id", "batch_id"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    param_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("param_definitions.id", ondelete="RESTRICT"),
+        nullable=False,
+        comment="参数定义ID（param_definitions.id）",
+    )
+    dimension_value: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        server_default=text("''"),
+        comment="维度取值：NONE维度为空串；产品类别/岗位编码为具体值",
+    )
+    effective_date: Mapped[date] = mapped_column(
+        Date, nullable=False, comment="生效日期（按业务日期时点化取值）"
+    )
+    value_text: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="参数值（Fraction 可解析字符串/枚举码/开关）"
+    )
+    old_value_text: Mapped[str | None] = mapped_column(String(64), comment="变更前值（留痕）")
+    batch_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("param_change_batches.id", ondelete="RESTRICT"),
+        nullable=False,
+        comment="变更批次ID（param_change_batches.id）",
+    )
+    create_time: Mapped[datetime] = mapped_column(
+        DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
+    )

backend/app/models/performance_ledger.py

@@ -0,0 +1,181 @@
+"""绩效核算台账模型（M3 ④：每笔回款仅核算一次的固化点）。
+
+**append-only 版本行**：重算 = 插入 calc_version+1 的新行，旧行仅把
+is_active 翻 0 —— 这是全表唯一的受控 UPDATE（模型注释与 test_models
+均已声明例外），行内容永不改写；历史版本可回溯（重算授权留痕的需求口径）。
+
+防重三层：服务层 CAS（UPDATE ... WHERE settlement_status=0，rowcount=0
+即 400）+ FOR UPDATE 行锁 + 库级 uk(receipt_id, calc_version, personnel_id)
+兜底。uk 含 personnel_id：二次分配分摊（澄清 #1 答复 2026-10-19，分配
+绩效——按方案比例拆给参与人、余额归合同负责人）后同一回款同版本按人
+各落一行，拆分仍是「一次核算」的组成部分；聚合行 receipt_id 为 NULL，
+MySQL 唯一索引对 NULL 不去重，天然不约束。
+
+经理聚合行（calc_type=2，receipt_id 为 NULL）：月度批处理时按「本团队
+业务员绩效 ×12.5% + 全公司 ×5%」落一行；其唯一性由月结生成的
+settlement_month 串行化 + 服务层保证（MySQL 无部分唯一索引，docstring
+声明即可）。
+
+#12 答复（2026-10-19）：经理个人户业绩是否计入聚合基数改为参数
+``manager.personal.included``（默认 0=不计入）——消费点在 settlement_service
+的聚合函数。
+"""
+
+from datetime import date
+from decimal import Decimal
+
+from sqlalchemy import (
+    JSON,
+    Date,
+    ForeignKey,
+    Index,
+    Numeric,
+    String,
+    UniqueConstraint,
+)
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, TINYINT_TYPE, Base, TimestampMixin, mysql_table_args
+
+# 核算类型（performance_ledgers.calc_type）
+CALC_TYPE_RECEIPT = 1  # 单笔回款核算
+CALC_TYPE_MANAGER_AGGREGATE = 2  # 经理团队聚合（月度批处理）
+
+
+class PerformanceLedger(Base, TimestampMixin):
+    """绩效核算台账表：核算事实的固化点，报表 2.4.1 的数据源。"""
+
+    __tablename__ = "performance_ledgers"
+    __table_args__ = mysql_table_args(
+        "绩效核算台账表（append-only 版本行；重算插新版本旧行仅翻 is_active）",
+        # 库级防重兜底：同一回款同版本按人仅一行（分摊拆行后负责人+参与人
+        # 各占一行；服务层 CAS+行锁之外的第二道闸）。聚合行 receipt_id 为
+        # NULL，MySQL 唯一索引对 NULL 不去重，天然不约束聚合行
+        UniqueConstraint(
+            "receipt_id",
+            "calc_version",
+            "personnel_id",
+            name="uk_performance_ledgers_receipt_id_calc_version_personnel",
+        ),
+        Index("idx_performance_ledgers_month_active", "settlement_month", "is_active"),
+        Index(
+            "idx_performance_ledgers_month_personnel_type",
+            "settlement_month",
+            "personnel_id",
+            "calc_type",
+        ),
+        Index("idx_performance_ledgers_personnel_id", "personnel_id"),
+        Index("idx_performance_ledgers_business_id", "business_id"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    receipt_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("receipts.id", ondelete="RESTRICT"),
+        comment="回款ID（receipts.id；聚合行可为 NULL）",
+    )
+    calc_version: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        comment="核算版本（重算+1，旧行 is_active=0）",
+    )
+    is_active: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        comment="生效标记：1当前生效 0已被重算替代（重算受控 UPDATE 例外）",
+    )
+    calc_type: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        comment="核算类型：1单笔回款 2经理团队聚合（月度）",
+    )
+    business_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        comment="业务ID（固化无外键；聚合行为该经理名下首行业务ID，报表下钻锚点）",
+    )
+    business_no: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="业务编号（冗余固化，列表免联查）"
+    )
+    personnel_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        nullable=False,
+        comment="归属营销人员ID（personnel.id；核算归属锚点）",
+    )
+    personnel_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="归属营销人员姓名（冗余固化）"
+    )
+    role_code: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="岗位编码（business_roles.role_code，计提公式锚点）"
+    )
+    customer_type: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="客户分类：personal/manager_personal/enterprise"
+    )
+    product_category: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        comment="产品类别：municipal_water/rail_transit/mixed（混合业务，行级明细入 snapshot_json）",
+    )
+    ship_date: Mapped[date | None] = mapped_column(Date, comment="发货日期（回款天数基准）")
+    receipt_date: Mapped[date] = mapped_column(
+        Date, nullable=False, comment="回款日期（参数版本匹配日，裁决 #11）"
+    )
+    payment_days: Mapped[int | None] = mapped_column(
+        comment="回款天数（发货日首日计第 1 天；未指定批次为 NULL；先款后货照实负值）"
+    )
+    rate_text: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        comment="计提比例原文（如 4/360，防 Fraction 截断；聚合行存 12.5%/5% 结构说明）",
+    )
+    converted_profit: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="折算毛利润额（可负；混合业务为各行汇总）"
+    )
+    performance_amount: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="绩效金额（可负，裁决：负绩效照算不归零）"
+    )
+    barter_applied: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="0",
+        comment="以物抵顶折算：1已按 80% 折算 0否",
+    )
+    weight_r: Mapped[int | None] = mapped_column(comment="支付权重 R（回款占销售额百分比向下取整）")
+    payment_weight: Mapped[Decimal | None] = mapped_column(
+        Numeric(7, 6), comment="支付权重系数 R×R（展示用）"
+    )
+    payable_amount: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="当期应付绩效（绩效 × 支付权重；聚合行为当月汇总）"
+    )
+    settlement_month: Mapped[str] = mapped_column(
+        String(7), nullable=False, comment="归属月（回款日期所在月，YYYY-MM；月结与报表维度）"
+    )
+    is_probation: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="0",
+        comment="试用期：1照算不发放 0否",
+    )
+    missing_cost: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="0",
+        comment="成本缺失：1有明细行缺成本（该行毛利按 0 计）0否",
+    )
+    snapshot_json: Mapped[dict | None] = mapped_column(
+        JSON, comment="计算快照（所用参数版本与行级折算明细，重算可回溯）"
+    )
+    settlement_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("monthly_settlements.id", ondelete="RESTRICT"),
+        comment="所属月结ID（月结生成时回填；NULL=未入结）",
+    )
+    calc_reason: Mapped[str | None] = mapped_column(
+        String(255), comment="核算/重算原因（重算必填留痕）"
+    )
+    remark: Mapped[str | None] = mapped_column(String(255), comment="备注")

backend/app/models/personnel.py

@@ -0,0 +1,127 @@
+"""营销人员模型：人员档案、产品辐射区域与市场拓展计划。
+
+- 岗位（business_role_id）决定计提公式模板，与工资标准同属「同步不覆盖」的
+  人工维护字段（对照表 #26 落地口径，表注释标注供 M4 同步模块遵守）
+- manager_id 自引用表达「经理带团队」：NULL=经理本人或未分配；M3 经理
+  12.5% 聚合、M4 部门汇总均按该关系展开，无需独立团队表
+- 一期营销人员不登录系统，不与 users 关联；若后续开放自助查工资再加列
+"""
+
+from datetime import date
+from decimal import Decimal
+
+from sqlalchemy import Date, ForeignKey, Numeric, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import (
+    BIGINT_UNSIGNED,
+    TINYINT_TYPE,
+    Base,
+    TimestampMixin,
+    TPlusSyncMixin,
+    mysql_table_args,
+)
+
+# personnel.status 的在职值（对照 BUSINESS_STATUS_* 集中在 models/business.py
+# 的先例：状态语义单点导出，业务/客户两侧的归属校验共用，防魔数各自漂移）
+PERSONNEL_STATUS_ACTIVE = 1
+
+
+class Personnel(Base, TimestampMixin, TPlusSyncMixin):
+    """营销人员表（需求 2.1.1）。
+
+    表名 personnel 为集合名词（单复数同形），本身即复数语义。
+    试用期人员绩效照算不发放（对照表 #17），is_probation 供 M3 区分。
+    """
+
+    __tablename__ = "personnel"
+    __table_args__ = mysql_table_args("营销人员表（T+同步不覆盖岗位与工资标准）")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    personnel_name: Mapped[str] = mapped_column(String(64), nullable=False, comment="姓名")
+    business_role_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("business_roles.id", ondelete="RESTRICT"),
+        nullable=False,
+        index=True,
+        comment="岗位角色ID（决定计提公式模板；T+同步不覆盖）",
+    )
+    manager_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        index=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）",
+    )
+    phone: Mapped[str | None] = mapped_column(String(20), comment="联系电话")
+    hire_date: Mapped[date | None] = mapped_column(Date, comment="入职日期")
+    is_probation: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="0",
+        comment="是否试用期：1是 0否（试用期绩效照算不发放）",
+    )
+    salary_standard: Mapped[Decimal | None] = mapped_column(
+        Numeric(12, 2), comment="月工资标准（元；T+同步不覆盖）"
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        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）",
+    )
+    remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
+
+
+class PersonnelRegion(Base, TimestampMixin):
+    """产品辐射区域表（需求 2.1.1）：人员负责的产品辐射地理范围，1:N 子表。
+
+    随人员编辑整表替换维护，无独立管理诉求，故不加 T+ 预留列。
+    """
+
+    __tablename__ = "personnel_regions"
+    __table_args__ = mysql_table_args("产品辐射区域表")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    personnel_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        nullable=False,
+        index=True,
+        comment="人员ID（personnel.id）",
+    )
+    region_name: Mapped[str] = mapped_column(
+        String(128), nullable=False, comment="区域名称（产品辐射地理范围）"
+    )
+    remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
+
+
+class PersonnelPlan(Base, TimestampMixin):
+    """市场拓展计划表（需求 2.1.1）：计划期间 + 计划内容 + 指标说明的自由条目。
+
+    结构化指标粒度待 T+ 字段映射确认，先以自由条目容器落地；条目最终由
+    T+ 同步确定，故预留 source_no 单列（无索引：查询按 personnel_id 走）。
+    """
+
+    __tablename__ = "personnel_plans"
+    __table_args__ = mysql_table_args("市场拓展计划表")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    personnel_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        nullable=False,
+        index=True,
+        comment="人员ID（personnel.id）",
+    )
+    plan_period: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="计划期间（如 2026Q1、2026-05）"
+    )
+    plan_content: Mapped[str] = mapped_column(String(500), nullable=False, comment="计划内容")
+    target_desc: Mapped[str | None] = mapped_column(String(255), comment="指标说明（文字描述）")
+    source_no: Mapped[str | None] = mapped_column(String(64), comment="T+ 原始条目号（预留）")

backend/app/models/product.py

@@ -0,0 +1,58 @@
+"""产品模型：产品主数据。
+
+产品类别（product_category）是**折算阈值的行级锚点**：混合业务按产品逐条
+计算（对照表 #14），阈值本身由 M1 参数 `product.threshold` 按 PRODUCT_CATEGORY
+维度承担（#28「全部阈值统一在系统设置维护」），本表不建阈值列 —— 两处维护
+必然漂移。类别值域与 M1 参数维度共用 PRODUCT_CATEGORIES 常量。
+"""
+
+from decimal import Decimal
+
+from sqlalchemy import Numeric, String, UniqueConstraint
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import (
+    BIGINT_UNSIGNED,
+    TINYINT_TYPE,
+    Base,
+    TimestampMixin,
+    TPlusSyncMixin,
+    mysql_table_args,
+)
+
+
+class Product(Base, TimestampMixin, TPlusSyncMixin):
+    """产品表（需求 2.1.2）。停用（status=0）为主，不物理删除。"""
+
+    __tablename__ = "products"
+    __table_args__ = mysql_table_args(
+        "产品表（类别锚定折算阈值参数；T+同步不覆盖产品类别）",
+        UniqueConstraint("product_name", "spec_model", name="uk_products_name_spec"),
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    product_name: Mapped[str] = mapped_column(String(128), nullable=False, comment="产品名称")
+    spec_model: Mapped[str] = mapped_column(
+        String(128),
+        nullable=False,
+        server_default="''",
+        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）",
+    )
+    unit: Mapped[str | None] = mapped_column(String(16), comment="计量单位")
+    stock_quantity: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="数量（T+ 同步原样存储，语义待 IT 确认）"
+    )
+    sale_price: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 4), comment="销售单价（元，T+ 同步）"
+    )
+    product_category: Mapped[str] = mapped_column(
+        String(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）",
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, server_default="1", comment="状态：1启用 0停用"
+    )
+    remark: Mapped[str | None] = mapped_column(String(255), comment="备注")

backend/app/models/rating.py

@@ -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")

backend/app/models/receipt.py

@@ -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")

backend/app/models/settlement.py

@@ -0,0 +1,197 @@
+"""月度结算与调整单模型（M3 ④：月结审批报表补充需求）。
+
+- 月度结算按「确认回款」和计算快照生成；**通过即锁定**（status=3 已审定
+  即终态，锁定后源数据改动只产生提示与后续调整）
+- settlement_items 明细按人固化（可负=负数工资），锁定后无 UPDATE 路径
+  （重生成 = 草稿/驳回态删旧插新）
+- 调整单是已锁定月份的唯一调整通道（补发/扣减，走审批；生效后不回写
+  已锁定月结——append-only，报表汇总并入）
+"""
+
+from datetime import datetime
+from decimal import Decimal
+
+from sqlalchemy import JSON, DateTime, ForeignKey, Numeric, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, TINYINT_TYPE, Base, TimestampMixin, mysql_table_args
+
+# 月结状态（monthly_settlements.status；通过即锁定——两态合一）
+SETTLEMENT_STATUS_DRAFT = 1  # 草稿（可重新生成/提交）
+SETTLEMENT_STATUS_PENDING = 2  # 待审批（提交后）
+SETTLEMENT_STATUS_APPROVED = 3  # 已审定（终态=已锁定）
+SETTLEMENT_STATUS_REJECTED = 4  # 已驳回（回草稿可重提）
+
+# 调整单状态（adjustment_orders.status）
+ADJUSTMENT_STATUS_PENDING = 1  # 待审批
+ADJUSTMENT_STATUS_EFFECTIVE = 2  # 已生效
+ADJUSTMENT_STATUS_REJECTED = 3  # 已驳回
+ADJUSTMENT_STATUS_WITHDRAWN = 4  # 已撤回
+
+# 调整方向（adjustment_orders.direction）
+ADJUSTMENT_DIRECTION_EXTRA = 1  # 补发
+ADJUSTMENT_DIRECTION_DEDUCT = 2  # 扣减
+
+
+class MonthlySettlement(Base, TimestampMixin):
+    """月度结算表：按月一行（settlement_month 唯一），快照 + 审批 + 锁定。"""
+
+    __tablename__ = "monthly_settlements"
+    __table_args__ = mysql_table_args("月度结算表（按月一行；通过即锁定，锁定后走调整单）")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    settlement_month: Mapped[str] = mapped_column(
+        String(7), nullable=False, unique=True, comment="结算月份（YYYY-MM；全表唯一）"
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        comment="状态：1草稿 2待审批 3已审定（终态=已锁定）4已驳回（回草稿）",
+    )
+    total_performance: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="绩效金额合计（可负）"
+    )
+    total_payable: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="应付绩效合计（可负）"
+    )
+    person_count: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, server_default="0", comment="结算人数"
+    )
+    snapshot_json: Mapped[dict | None] = mapped_column(
+        JSON, comment="月度总览快照（生成时刻的确认回款口径说明与汇总参数）"
+    )
+    approval_order_no: Mapped[str | None] = mapped_column(
+        String(32), comment="关联审批单号（冗余固化；开关关闭自动通过时也有单）"
+    )
+    submitter_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("users.id", ondelete="SET NULL"),
+        comment="提交人ID（账号删除后置空）",
+    )
+    submitter_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="提交人用户名（冗余固化）"
+    )
+    locked_at: Mapped[datetime | None] = mapped_column(
+        DateTime, comment="锁定时间（status=3 时回填）"
+    )
+    locked_by: Mapped[str | None] = mapped_column(String(64), comment="锁定操作人（冗余固化）")
+
+
+class SettlementItem(Base):
+    """月结明细表：按人按核算类型固化金额（锁定后只读；重生成=草稿态删旧插新）。"""
+
+    __tablename__ = "settlement_items"
+    __table_args__ = mysql_table_args(
+        "月结明细表（按人固化；支持负数工资；锁定后只读）",
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    settlement_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("monthly_settlements.id", ondelete="CASCADE"),
+        nullable=False,
+        comment="月结ID（monthly_settlements.id；头删明细随删）",
+    )
+    personnel_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        nullable=False,
+        comment="结算人员ID（personnel.id）",
+    )
+    personnel_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="结算人员姓名（冗余固化）"
+    )
+    role_code: Mapped[str] = mapped_column(
+        String(32), nullable=False, comment="岗位编码（主岗，聚合锚点）"
+    )
+    calc_type: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="核算类型：1单笔回款 2经理团队聚合"
+    )
+    performance_sum: Mapped[Decimal] = mapped_column(
+        Numeric(14, 2),
+        nullable=False,
+        comment="绩效金额合计（可负；聚合行排除经理个人户业绩，#12 暂口径）",
+    )
+    payable_sum: Mapped[Decimal] = mapped_column(
+        Numeric(14, 2), nullable=False, comment="应付绩效合计（可负）"
+    )
+    basic_amount: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="月工资标准（personnel.salary_standard 当月快照）"
+    )
+    salary_mode: Mapped[str | None] = mapped_column(
+        String(16), comment="月工资口径快照：INCLUDE/DEDUCT/EXCLUDE"
+    )
+    net_amount: Mapped[Decimal | None] = mapped_column(
+        Numeric(14, 2), comment="净工资 = 绩效±基本工资（按口径；试用期 0）"
+    )
+    is_probation: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="0",
+        comment="试用期：1绩效照算不发放（net=0，超年累计记 note）0否",
+    )
+    probation_note: Mapped[str | None] = mapped_column(
+        String(255), comment="试用期说明（年累计超阈值部分年底一次性结算）"
+    )
+    snapshot_json: Mapped[dict | None] = mapped_column(
+        JSON, comment="个人明细快照（台账行引用列表）"
+    )
+
+
+class AdjustmentOrder(Base, TimestampMixin):
+    """调整单：已锁定月份的唯一调整通道（补发/扣减，走审批；不回写月结）。"""
+
+    __tablename__ = "adjustment_orders"
+    __table_args__ = mysql_table_args(
+        "调整单表（已锁定月份的补发/扣减；走审批；生效后不回写月结快照）",
+    )
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    order_no: Mapped[str] = mapped_column(
+        String(32),
+        nullable=False,
+        unique=True,
+        comment="调整单号，自动生成 TZ{YYYYMMDD}-{4位当日序号}",
+    )
+    settlement_month: Mapped[str] = mapped_column(
+        String(7), nullable=False, comment="调整月份（YYYY-MM；跨月规则待澄清 #9 前不限制）"
+    )
+    personnel_id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("personnel.id", ondelete="RESTRICT"),
+        nullable=False,
+        comment="调整人员ID（personnel.id）",
+    )
+    personnel_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="调整人员姓名（冗余固化）"
+    )
+    direction: Mapped[int] = mapped_column(
+        TINYINT_TYPE, nullable=False, comment="方向：1补发 2扣减"
+    )
+    amount: Mapped[Decimal] = mapped_column(
+        Numeric(14, 2), nullable=False, comment="调整金额（恒正，方向表达语义）"
+    )
+    reason: Mapped[str] = mapped_column(
+        String(255), nullable=False, comment="扣补说明（必填，审批与追溯锚点）"
+    )
+    status: Mapped[int] = mapped_column(
+        TINYINT_TYPE,
+        nullable=False,
+        server_default="1",
+        comment="状态：1待审批 2已生效 3已驳回 4已撤回",
+    )
+    submitter_id: Mapped[int | None] = mapped_column(
+        BIGINT_UNSIGNED,
+        ForeignKey("users.id", ondelete="SET NULL"),
+        comment="提交人ID（账号删除后置空）",
+    )
+    submitter_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="提交人用户名（冗余固化）"
+    )

backend/app/models/shipment.py

@@ -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）",
+    )

backend/app/models/system_setting.py

@@ -0,0 +1,31 @@
+"""系统设置模型：公司信息单例行。
+
+与 M1 计提参数体系刻意分离：公司名称/logo 是「展示事实」，没有按生效日期
+时点化演算的语义（参数体系按 effective_date 取值快照），且参数值列
+value_text 为 String(64) 装不下；故独立单行表。logo 只存相对路径——文件在
+`backend/uploads/logo/`，独立于数据库备份体积且可单独替换（见
+system_setting_service）。整个系统恒为单行（迁移种子 id=1 保底，upsert 维护）。
+"""
+
+from sqlalchemy import String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.models.base import BIGINT_UNSIGNED, Base, TimestampMixin, mysql_table_args
+
+
+class SystemSetting(Base, TimestampMixin):
+    """系统设置表：本期仅公司信息（公司名称 / logo 路径），全系统单行 id=1。"""
+
+    __tablename__ = "system_settings"
+    __table_args__ = mysql_table_args("系统设置表（公司信息，全系统单行）")
+
+    id: Mapped[int] = mapped_column(
+        BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
+    )
+    company_name: Mapped[str] = mapped_column(
+        String(64), nullable=False, comment="公司名称（登录页与导出页眉展示）"
+    )
+    logo_path: Mapped[str | None] = mapped_column(
+        String(255),
+        comment="logo 相对路径（文件存 uploads/logo/，null=未上传使用默认）",
+    )

backend/app/repositories/business_repository.py

@@ -0,0 +1,287 @@
+"""业务数据仓储：业务单、明细、状态留痕与归属留痕。
+
+只读写数据并 flush；commit/rollback 与业务异常一律在 service 层。
+归属留痕复用 ownership_change_logs（owner_type=2 为业务维度，常量在
+models/customer.py 定义）。
+"""
+
+from sqlalchemy import Row, Select, delete, exists, func, or_, select, update
+from sqlalchemy.orm import Session, aliased
+
+from app.models import (
+    Business,
+    BusinessItem,
+    BusinessStatusLog,
+    Customer,
+    OwnershipChangeLog,
+    Personnel,
+    Receipt,
+    SecondaryAllocation,
+    Shipment,
+)
+from app.models.customer import OWNER_TYPE_BUSINESS
+from app.repositories import ownership_log_repository
+from app.repositories.ownership_log_repository import OwnershipLogRef
+from app.schemas.business import BusinessQuery
+
+
+def get_by_id(session: Session, business_id: int, *, for_update: bool = False) -> Business | None:
+    """按主键取业务行；for_update 供删除保护、编辑门槛与状态机使用。"""
+    stmt = select(Business).where(Business.id == business_id)
+    if for_update:
+        stmt = stmt.with_for_update()
+    return session.execute(stmt).scalars().first()
+
+
+def has_docs(session: Session, business_id: int) -> bool:
+    """业务名下是否已有发货单或回款（换客户/删除保护的引用检查）。
+
+    单条 OR exists 一次往返；新增挂靠业务的单据类型时在此补充条件，
+    编辑与删除两处共用同一判定，防「delete 补了检查、update 漏补」的分叉。
+    """
+    stmt = select(
+        or_(
+            exists().where(Shipment.business_id == business_id),
+            exists().where(Receipt.business_id == business_id),
+        )
+    )
+    return bool(session.execute(stmt).scalar())
+
+
+def create(session: Session, business: Business) -> None:
+    """新增业务行（不 commit，flush 让自增 id 就位）。"""
+    session.add(business)
+    session.flush()
+
+
+def get_with_names(
+    session: Session, business_id: int, *, for_update: bool = False
+) -> tuple[Business, str, str | None, str | None] | None:
+    """业务行 + 客户名 + 负责人名 + 协助人名（DTO 与审计摘要共用）。
+
+    for_update 供编辑/状态流转/归属变更使用：与发货/回款写路径的
+    get_by_id(for_update=True) 同一锁口径，编辑事务与单据写事务互斥，
+    「有发货禁换客户」的快照读校验不再被并发新增旁路。
+    """
+    owner = aliased(Personnel)
+    assistant = aliased(Personnel)
+    stmt = (
+        select(Business, Customer.company_name, owner.personnel_name, assistant.personnel_name)
+        .join(Customer, Customer.id == Business.customer_id)
+        .outerjoin(owner, owner.id == Business.owner_personnel_id)
+        .outerjoin(assistant, assistant.id == Business.assistant_personnel_id)
+        .where(Business.id == business_id)
+    )
+    if for_update:
+        stmt = stmt.with_for_update()
+    return session.execute(stmt).first()
+
+
+def _apply_filters(stmt: Select, query: BusinessQuery) -> Select:
+    """业务列表的筛选条件（调用方须已 join Customer）。"""
+    if query.keyword:
+        # 业务编号/公司名称双列 OR 模糊；contains(autoescape) 同 query_utils.fuzzy
+        # 的转义口径（fuzzy 为单列 where 语义，双列 OR 在此直接组合）
+        stmt = stmt.where(
+            or_(
+                Business.business_no.contains(query.keyword, autoescape=True),
+                Customer.company_name.contains(query.keyword, autoescape=True),
+            )
+        )
+    if query.status is not None:
+        stmt = stmt.where(Business.status == query.status)
+    if query.customer_id is not None:
+        stmt = stmt.where(Business.customer_id == query.customer_id)
+    if query.owner_personnel_id is not None:
+        stmt = stmt.where(Business.owner_personnel_id == query.owner_personnel_id)
+    if query.date_from is not None:
+        stmt = stmt.where(Business.business_date >= query.date_from)
+    if query.date_to is not None:
+        stmt = stmt.where(Business.business_date <= query.date_to)
+    return stmt
+
+
+def list_businesses(
+    session: Session, query: BusinessQuery
+) -> list[tuple[Business, str, str | None, str | None]]:
+    """分页查询业务（附客户名/负责人名/协助人名），按 id 倒序。"""
+    owner = aliased(Personnel)
+    assistant = aliased(Personnel)
+    stmt = select(
+        Business, Customer.company_name, owner.personnel_name, assistant.personnel_name
+    ).join(Customer, Customer.id == Business.customer_id)
+    stmt = _apply_filters(stmt, query)
+    stmt = (
+        stmt.outerjoin(owner, owner.id == Business.owner_personnel_id)
+        .outerjoin(assistant, assistant.id == Business.assistant_personnel_id)
+        .order_by(Business.id.desc())
+        .offset(query.offset)
+        .limit(query.page_size)
+    )
+    return list(session.execute(stmt).all())
+
+
+def count_businesses(session: Session, query: BusinessQuery) -> int:
+    stmt = (
+        select(func.count())
+        .select_from(Business)
+        .join(Customer, Customer.id == Business.customer_id)
+    )
+    stmt = _apply_filters(stmt, query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def list_items(session: Session, business_id: int) -> list[BusinessItem]:
+    """业务明细行（编辑回显与汇总重算共用）。"""
+    return list(
+        session.execute(
+            select(BusinessItem)
+            .where(BusinessItem.business_id == business_id)
+            .order_by(BusinessItem.id)
+        ).scalars()
+    )
+
+
+def replace_items(session: Session, business_id: int, rows: list[BusinessItem]) -> None:
+    """全量替换明细：先删、立即 flush、再插入（replace_roles 先例的防御写法）。
+
+    同一 flush 中 SQLAlchemy 先处理 INSERT 后处理 DELETE，先删后插不落库
+    会在有唯一键的表上撞键；business_items 虽无唯一键，统一按此写法防御。
+    """
+    session.execute(delete(BusinessItem).where(BusinessItem.business_id == business_id))
+    session.flush()
+    for row in rows:
+        row.business_id = business_id
+        session.add(row)
+    session.flush()
+
+
+def list_allocations(
+    session: Session, business_id: int, *, active_only: bool = True
+) -> list[SecondaryAllocation]:
+    """二次分配方案（详情回显与核算取数；默认仅当前生效版本）。"""
+    stmt = select(SecondaryAllocation).where(SecondaryAllocation.business_id == business_id)
+    if active_only:
+        stmt = stmt.where(SecondaryAllocation.is_active == 1)
+    return list(
+        session.execute(
+            stmt.order_by(SecondaryAllocation.version_no, SecondaryAllocation.id)
+        ).scalars()
+    )
+
+
+def list_allocation_versions(session: Session, business_id: int) -> list[SecondaryAllocation]:
+    """方案全部版本行（含历史；业务详情「方案历史」用，按版本正序）。"""
+    return list_allocations(session, business_id, active_only=False)
+
+
+def replace_allocations(
+    session: Session, business_id: int, rows: list[SecondaryAllocation]
+) -> None:
+    """全量替换二次分配方案：旧生效行置历史，新行按下一版本号插入。
+
+    不 commit（事务边界在服务层）。版本行 append-only——编辑与清空都不
+    物理删除，驳回后仍可回溯被否决方案的参与人与比例。空 ``rows`` 表示
+    只清空生效态（不产生新版本）。
+    """
+    deactivate_allocations(session, business_id)
+    if not rows:
+        return
+    next_version = (
+        session.execute(
+            select(func.coalesce(func.max(SecondaryAllocation.version_no), 0)).where(
+                SecondaryAllocation.business_id == business_id
+            )
+        ).scalar_one()
+        + 1
+    )
+    for row in rows:
+        row.business_id = business_id
+        row.version_no = next_version
+        row.is_active = 1
+        session.add(row)
+    session.flush()
+
+
+def deactivate_allocations(session: Session, business_id: int) -> None:
+    """把业务的当前生效方案置为历史（审批驳回/编辑替换时调用；行保留）。
+
+    被否决的方案不得以「当前生效行」身份继续被核算取到；``is_active=0``
+    后核算侧自然读不到，而历史版本仍可在业务详情回溯。不 commit。
+
+    显式声明 ``synchronize_session="fetch"``：Core UPDATE 默认走 auto 策略
+    （优先 evaluate，本例的条件恰好能在 Python 侧求值，故实测也会刷新在途
+    对象）。显式写 fetch 是为了不把「在途对象被刷新」这件事押在 evaluate
+    能否解析条件上——条件一旦复杂化，auto 会退化为不刷新，同一会话里已
+    加载的方案行就会停留在 ``is_active=1`` 的过期内存值（查询虽有
+    is_active 过滤，但行对象本身仍是「生效态」，被序列化或参与判断就是
+    错的）。
+    """
+    session.execute(
+        update(SecondaryAllocation)
+        .where(
+            SecondaryAllocation.business_id == business_id,
+            SecondaryAllocation.is_active == 1,
+        )
+        .values(is_active=0)
+        .execution_options(synchronize_session="fetch")
+    )
+    session.flush()
+
+
+def add_status_log(session: Session, log: BusinessStatusLog) -> None:
+    """追加状态留痕（不 commit）。"""
+    session.add(log)
+    session.flush()
+
+
+def list_status_logs(
+    session: Session, business_id: int, *, offset: int, limit: int
+) -> list[BusinessStatusLog]:
+    """状态流转时间线（详情页），按时间正序（时间线从创建起展示）。"""
+    return list(
+        session.execute(
+            select(BusinessStatusLog)
+            .where(BusinessStatusLog.business_id == business_id)
+            .order_by(BusinessStatusLog.create_time, BusinessStatusLog.id)
+            .offset(offset)
+            .limit(limit)
+        ).scalars()
+    )
+
+
+def count_status_logs(session: Session, business_id: int) -> int:
+    return int(
+        session.execute(
+            select(func.count())
+            .select_from(BusinessStatusLog)
+            .where(BusinessStatusLog.business_id == business_id)
+        ).scalar_one()
+    )
+
+
+def add_ownership_log(session: Session, log: OwnershipChangeLog) -> None:
+    """追加归属变更留痕（共享实现，不 commit）。"""
+    ownership_log_repository.add(session, log)
+
+
+def list_ownership_logs(
+    session: Session, business_id: int, *, offset: int, limit: int
+) -> list[Row]:
+    """某业务的归属变更留痕（共享实现，owner_type/business_id 参数化）。"""
+    return ownership_log_repository.list_by_ref(
+        session, _business_log_ref(business_id), offset=offset, limit=limit
+    )
+
+
+def count_ownership_logs(session: Session, business_id: int) -> int:
+    return ownership_log_repository.count_by_ref(session, _business_log_ref(business_id))
+
+
+def _business_log_ref(business_id: int) -> OwnershipLogRef:
+    """业务维度的归属留痕锚点。"""
+    return OwnershipLogRef(
+        owner_type=OWNER_TYPE_BUSINESS,
+        ref_column=OwnershipChangeLog.business_id,
+        ref_id=business_id,
+    )

backend/app/repositories/business_role_repository.py

@@ -0,0 +1,110 @@
+"""业务岗位角色数据访问。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+"""
+
+from sqlalchemy import Select, func, or_, select
+from sqlalchemy.orm import Session
+
+from app.models import BusinessRole
+from app.schemas.business_role import BusinessRoleQuery
+
+# ==================== 读取 ====================
+
+
+def get_by_id(session: Session, role_id: int, *, for_update: bool = False) -> BusinessRole | None:
+    """按主键查询。删除校验走 ``for_update`` 锁行（同 role_repository 的理由）。"""
+    if for_update:
+        stmt = select(BusinessRole).where(BusinessRole.id == role_id).with_for_update()
+        return session.execute(stmt).scalar_one_or_none()
+    return session.get(BusinessRole, role_id)
+
+
+def get_by_code(session: Session, role_code: str) -> BusinessRole | None:
+    """按编码查询岗位。编码是参数维度值（dimension_value）的锚点。"""
+    stmt = select(BusinessRole).where(BusinessRole.role_code == role_code)
+    return session.execute(stmt).scalar_one_or_none()
+
+
+def list_by_codes(session: Session, role_codes: list[str]) -> dict[str, BusinessRole]:
+    """按编码批量取岗位（参数批次校验段用，消除逐条 N+1）。
+
+    返回 {编码: 岗位}。MySQL ci 校对下编码大小写变形也能命中，
+    键取库里的规范 role_code，调用方据此把维度值归一为规范值。
+    """
+    if not role_codes:
+        return {}
+    rows = session.execute(
+        select(BusinessRole).where(BusinessRole.role_code.in_(role_codes))
+    ).scalars()
+    return {role.role_code: role for role in rows}
+
+
+def list_roles(session: Session, query: BusinessRoleQuery) -> list[BusinessRole]:
+    """分页查询岗位（含停用）。排序 (sort_order, id)，与系统角色口径一致。"""
+    stmt = _apply_filters(select(BusinessRole), query)
+    stmt = (
+        stmt.order_by(BusinessRole.sort_order, BusinessRole.id)
+        .offset(query.offset)
+        .limit(query.page_size)
+    )
+    return list(session.execute(stmt).scalars())
+
+
+def count_roles(session: Session, query: BusinessRoleQuery) -> int:
+    """统计符合条件的岗位总数，供分页使用。"""
+    stmt = _apply_filters(select(func.count(BusinessRole.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def list_all(session: Session) -> list[BusinessRole]:
+    """全部岗位（含停用，不分页）——岗位下拉选项的取数口径。
+
+    岗位规模有限（内置 + 自定义），一次取全量，不受分页上限约束；
+    排序与 list_roles 一致（sort_order, id），下拉与列表相对次序相同。
+    """
+    stmt = select(BusinessRole).order_by(BusinessRole.sort_order, BusinessRole.id)
+    return list(session.execute(stmt).scalars())
+
+
+def _apply_filters(stmt: Select, query: BusinessRoleQuery) -> Select:
+    """应用通用筛选条件。列表与计数共用，避免两处口径不一致。
+
+    关键词走 ``contains(autoescape=True)``（转义 LIKE 通配符）——岗位编码含下划线，
+    不转义时 ``_`` 会当单字符通配执行。
+    """
+    if query.keyword:
+        stmt = stmt.where(
+            or_(
+                BusinessRole.role_code.contains(query.keyword, autoescape=True),
+                BusinessRole.role_name.contains(query.keyword, autoescape=True),
+            )
+        )
+    if query.status is not None:
+        stmt = stmt.where(BusinessRole.status == query.status)
+    return stmt
+
+
+def count_personnel_by_role(session: Session, role_ids: list[int]) -> dict[int, int]:
+    """批量统计各岗位下的人员数（删除保护的依据）。
+
+    ② 基础数据管理落地 personnel 表后在此实现真实计数（一次 GROUP BY，
+    禁止列表循环内逐行查询）；当前无人员表，恒返回空，删除校验对空字典放行。
+    """
+    return {}
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, role: BusinessRole) -> BusinessRole:
+    """新增岗位。只 flush 以取得自增 id。"""
+    session.add(role)
+    session.flush()
+    return role
+
+
+def delete(session: Session, role: BusinessRole) -> None:
+    """删除岗位。调用方须先完成保护规则校验。"""
+    session.delete(role)
+    session.flush()

backend/app/repositories/customer_repository.py

@@ -0,0 +1,171 @@
+"""客户数据访问（含归属变更留痕）。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+"""
+
+from sqlalchemy import ColumnElement, Row, Select, func, or_, select
+from sqlalchemy.orm import Session
+
+from app.models import Customer, OwnershipChangeLog, Personnel
+from app.models.customer import OWNER_TYPE_CUSTOMER
+from app.repositories import ownership_log_repository
+from app.repositories.ownership_log_repository import OwnershipLogRef
+from app.repositories.query_utils import fuzzy
+from app.schemas.customer import CustomerQuery
+
+# ==================== 读取 ====================
+
+
+def get_by_id(session: Session, customer_id: int) -> Customer | None:
+    """按主键查询客户。"""
+    return session.get(Customer, customer_id)
+
+
+def count_business_refs(session: Session, customer_id: int) -> int:
+    """被业务单据引用的次数（删除保护；业务表就位后补齐的检查）。"""
+    from app.models import Business
+
+    return int(
+        session.execute(
+            select(func.count()).select_from(Business).where(Business.customer_id == customer_id)
+        ).scalar_one()
+    )
+
+
+def get_with_owner_name(session: Session, customer_id: int) -> Row | None:
+    """查单个客户并带出归属人员姓名（详情、编辑回显与归属变更共用）。"""
+    stmt = _base_select().where(Customer.id == customer_id)
+    return session.execute(stmt).first()
+
+
+def get_by_company_owner(session: Session, company_name: str, owner_name: str) -> Customer | None:
+    """按「公司名称 + 负责人」查客户（uk_customers_company_owner 的先查后写兜底）。"""
+    stmt = select(Customer).where(
+        Customer.company_name == company_name,
+        Customer.owner_name == owner_name,
+    )
+    return session.execute(stmt).scalar_one_or_none()
+
+
+def list_customers(session: Session, query: CustomerQuery) -> list[Row]:
+    """分页查询客户，行内容为 (客户, 归属人员姓名)。
+
+    归属人员外键非空但统一用 outerjoin：人员行不可考（被物理删除的脏数据）
+    不应让客户行整个查不出来（同 personnel_repository 的韧性口径）。
+    排序键由查询白名单决定（见 ``CustomerQuery.order_by``）：
+    id 倒序 = 新建档靠前，rating_score 按分数排、未评分垫底。
+    """
+    stmt = _apply_filters(_base_select(), query)
+    stmt = _apply_order(stmt, query)
+    stmt = stmt.offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).all())
+
+
+def count_customers(session: Session, query: CustomerQuery) -> int:
+    """统计符合条件的客户总数，供分页使用。
+
+    筛选条件全部落在主表上，计数无需 join（列表与计数的筛选口径由
+    ``_apply_filters`` 单点保证）。
+    """
+    stmt = _apply_filters(select(func.count(Customer.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def list_ownership_logs(
+    session: Session,
+    *,
+    customer_id: int,
+    offset: int,
+    limit: int,
+) -> list[Row]:
+    """查某客户的归属变更留痕（共享实现，owner_type/customer_id 参数化）。"""
+    return ownership_log_repository.list_by_ref(
+        session,
+        _customer_log_ref(customer_id),
+        offset=offset,
+        limit=limit,
+    )
+
+
+def count_ownership_logs(session: Session, *, customer_id: int) -> int:
+    """统计某客户的归属留痕总数，供分页使用。"""
+    return ownership_log_repository.count_by_ref(session, _customer_log_ref(customer_id))
+
+
+def _customer_log_ref(customer_id: int) -> OwnershipLogRef:
+    """客户维度的归属留痕锚点。"""
+    return OwnershipLogRef(
+        owner_type=OWNER_TYPE_CUSTOMER,
+        ref_column=OwnershipChangeLog.customer_id,
+        ref_id=customer_id,
+    )
+
+
+def _base_select() -> Select:
+    """客户主表外联归属人员姓名。"""
+    return select(Customer, Personnel.personnel_name).outerjoin(
+        Personnel, Customer.owner_personnel_id == Personnel.id
+    )
+
+
+def _apply_filters(stmt: Select, query: CustomerQuery) -> Select:
+    """应用通用筛选条件。列表与计数共用，避免两处口径不一致。"""
+    if query.keyword:
+        stmt = stmt.where(_keyword_clause(query.keyword))
+    if query.customer_type:
+        stmt = stmt.where(Customer.customer_type == query.customer_type)
+    if query.owner_personnel_id is not None:
+        stmt = stmt.where(Customer.owner_personnel_id == query.owner_personnel_id)
+    return stmt
+
+
+def _keyword_clause(keyword: str) -> ColumnElement[bool]:
+    """关键词条件：公司名称或客户负责人两列 OR 模糊。
+
+    借 ``query_utils.fuzzy`` 在空 select 上生成单列条件后取 whereclause 做
+    OR 合并 —— LIKE 通配符转义口径单点维护；两处手写 ``contains`` 迟早有
+    一处漏掉 ``autoescape``（人名含下划线是常态，不转义会当单字符通配执行）。
+    """
+    probe = select(Customer.id)
+    return or_(
+        fuzzy(probe, Customer.company_name, keyword).whereclause,
+        fuzzy(probe, Customer.owner_name, keyword).whereclause,
+    )
+
+
+def _apply_order(stmt: Select, query: CustomerQuery) -> Select:
+    """应用排序。排序键已由 schema 白名单收口，此处只做键 → 列的映射。
+
+    MySQL 把 NULL 视为最小值：ASC 时未评分（null）会排最前，但「没打分」
+    不该压在「打了低分」之上 —— ASC 分支用 ``is_(None)`` 布尔键把 null
+    挪到末尾；DESC 分支 null 天然在最后，无需处理。尾部再按 id 倒序兜底，
+    保证同分行的次序稳定（分页不跳行）。
+    """
+    if query.order_by == "rating_score":
+        score = Customer.rating_score
+        if query.order == "asc":
+            stmt = stmt.order_by(score.is_(None), score.asc())
+        else:
+            stmt = stmt.order_by(score.desc())
+    return stmt.order_by(Customer.id.desc())
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, customer: Customer) -> Customer:
+    """新增客户。只 flush 以取得自增 id。"""
+    session.add(customer)
+    session.flush()
+    return customer
+
+
+def delete(session: Session, customer: Customer) -> None:
+    """删除客户。调用方须先完成引用保护校验。"""
+    session.delete(customer)
+    session.flush()
+
+
+def add_ownership_log(session: Session, log: OwnershipChangeLog) -> OwnershipChangeLog:
+    """写入一条归属变更留痕（共享实现）。只 flush 不 commit，与主表更新同事务。"""
+    return ownership_log_repository.add(session, log)

backend/app/repositories/dashboard_repository.py

@@ -0,0 +1,247 @@
+"""工作台仓储：四区块的只读聚合查询；不 commit、不抛业务异常。
+
+总览只做 SQL 聚合（SUM/COUNT DISTINCT），不复用报表的
+``department_summary``——后者会加载整月台账并逐团队查人员，适合报表页，
+不适合每次打开工作台。
+"""
+
+from datetime import date, datetime
+
+from sqlalchemy import exists, func, or_, select
+from sqlalchemy.orm import Session, defer
+
+from app.models import (
+    ApprovalOrder,
+    Business,
+    BusinessRole,
+    MonthlySettlement,
+    PerformanceLedger,
+    Personnel,
+    Receipt,
+    Shipment,
+)
+from app.models.approval import (
+    APPROVAL_STATUS_PENDING_FINANCE,
+    APPROVAL_STATUS_PENDING_LEADER,
+)
+
+_ACTIVE_SINGLE = (PerformanceLedger.calc_type == 1, PerformanceLedger.is_active == 1)
+_PENDING_STATUSES = (
+    APPROVAL_STATUS_PENDING_FINANCE,
+    APPROVAL_STATUS_PENDING_LEADER,
+)
+
+
+# ==== 经营绩效总览 ====
+
+
+def sum_month_performance(session: Session, month: str) -> dict:
+    """当月单笔生效行合计与人员数（拆行求和不失真，人数需 DISTINCT）。"""
+    return (
+        session.execute(
+            select(
+                func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label(
+                    "performance_total"
+                ),
+                func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable_total"),
+                func.count(func.distinct(PerformanceLedger.personnel_id)).label("person_count"),
+            ).where(
+                PerformanceLedger.settlement_month == month,
+                *_ACTIVE_SINGLE,
+            )
+        )
+        .mappings()
+        .one()
+    )
+
+
+def performance_trend(session: Session, months: list[str]) -> dict[str, object]:
+    """近 N 个月绩效合计（按台账归属月）。"""
+    rows = session.execute(
+        select(
+            PerformanceLedger.settlement_month,
+            func.coalesce(func.sum(PerformanceLedger.performance_amount), 0),
+        )
+        .where(
+            PerformanceLedger.settlement_month.in_(months),
+            *_ACTIVE_SINGLE,
+        )
+        .group_by(PerformanceLedger.settlement_month)
+    ).all()
+    return dict(rows)
+
+
+def receipt_trend(session: Session, *, start_date: date, end_date: date) -> dict[str, object]:
+    """近 N 个月回款合计（按到账月，含未核算回款——与台账口径不同，页面注明）。
+
+    过滤走 ``receipt_date`` 原始列范围（可用索引）；``DATE_FORMAT`` 只用于
+    分组，不参与 WHERE，避免函数列导致全表扫描。
+    """
+    month_expr = func.date_format(Receipt.receipt_date, "%Y-%m")
+    rows = session.execute(
+        select(month_expr, func.coalesce(func.sum(Receipt.amount), 0))
+        .where(Receipt.receipt_date >= start_date, Receipt.receipt_date < end_date)
+        .group_by(month_expr)
+    ).all()
+    return dict(rows)
+
+
+def count_active_managers(session: Session) -> int:
+    """在职营销经理数（团队数口径，与部门汇总的团队枚举一致）。"""
+    return int(
+        session.execute(
+            select(func.count())
+            .select_from(Personnel)
+            .join(BusinessRole, Personnel.business_role_id == BusinessRole.id)
+            .where(
+                BusinessRole.role_code == "sales_manager",
+                Personnel.status == 1,
+            )
+        ).scalar_one()
+    )
+
+
+def get_month_settlement(session: Session, month: str) -> MonthlySettlement | None:
+    """当月月结头（状态与锁定时间角标）。"""
+    return session.execute(
+        select(MonthlySettlement).where(MonthlySettlement.settlement_month == month)
+    ).scalar_one_or_none()
+
+
+# ==== 待办事项 ====
+
+
+def list_pending_approvals(
+    session: Session, *, statuses: tuple[int, ...], limit: int
+) -> list[ApprovalOrder]:
+    """待处理审批单（按提交时间升序——最久的排前面）。
+
+    ``statuses`` 由调用方按当前用户角色解析（待我审批），空元组返回空列表。
+
+    排除 snapshot_json 列（快照可达上百 KB，待办只取单号/类型/提交人/时间）。
+    """
+    if not statuses:
+        return []
+    return list(
+        session.execute(
+            select(ApprovalOrder)
+            .options(defer(ApprovalOrder.snapshot_json))
+            .where(ApprovalOrder.status.in_(statuses))
+            .order_by(ApprovalOrder.create_time.asc(), ApprovalOrder.id.asc())
+            .limit(limit)
+        ).scalars()
+    )
+
+
+def count_pending_approvals(session: Session, *, statuses: tuple[int, ...]) -> int:
+    if not statuses:
+        return 0
+    return int(
+        session.execute(
+            select(func.count())
+            .select_from(ApprovalOrder)
+            .where(ApprovalOrder.status.in_(statuses))
+        ).scalar_one()
+    )
+
+
+def list_unassigned_receipts(session: Session, *, limit: int) -> list:
+    """回款未指定发货批次（shipment_id IS NULL，核算前置缺失）。"""
+    return list(
+        session.execute(
+            select(
+                Receipt,
+                Business.business_no.label("business_no"),
+            )
+            .outerjoin(Business, Business.id == Receipt.business_id)
+            .where(Receipt.shipment_id.is_(None))
+            .order_by(Receipt.receipt_date.asc(), Receipt.id.asc())
+            .limit(limit)
+        ).all()
+    )
+
+
+def count_unassigned_receipts(session: Session) -> int:
+    return int(
+        session.execute(
+            select(func.count()).select_from(Receipt).where(Receipt.shipment_id.is_(None))
+        ).scalar_one()
+    )
+
+
+# ==== 风险预警 ====
+
+
+def list_overdue_shipments(session: Session, *, cutoff: date, limit: int) -> list:
+    """发货后超过阈值且该批次无任何回款的发货单（回款逾期规则）。
+
+    已终止业务（status=3）不再催收，排除在预警之外；业务行缺失时仍保留，
+    避免历史脏数据让发货单从预警中静默消失。
+    """
+    has_receipt = exists().where(Receipt.shipment_id == Shipment.id)
+    return list(
+        session.execute(
+            select(
+                Shipment,
+                Business.business_no.label("business_no"),
+            )
+            .outerjoin(Business, Business.id == Shipment.business_id)
+            .where(
+                Shipment.ship_date <= cutoff,
+                ~has_receipt,
+                or_(Business.status.is_(None), Business.status != 3),
+            )
+            .order_by(Shipment.ship_date.asc())
+            .limit(limit)
+        ).all()
+    )
+
+
+def count_overdue_shipments(session: Session, *, cutoff: date) -> int:
+    has_receipt = exists().where(Receipt.shipment_id == Shipment.id)
+    return int(
+        session.execute(
+            select(func.count())
+            .select_from(Shipment)
+            .outerjoin(Business, Business.id == Shipment.business_id)
+            .where(
+                Shipment.ship_date <= cutoff,
+                ~has_receipt,
+                or_(Business.status.is_(None), Business.status != 3),
+            )
+        ).scalar_one()
+    )
+
+
+def list_overdue_approvals(
+    session: Session, *, cutoff: datetime, limit: int
+) -> list[ApprovalOrder]:
+    """提交后超过阈值仍未处理的审批单（审批超时规则）。
+
+    排除 snapshot_json 列（同待办：预警只用单号/类型/提交人/时间）。
+    """
+    return list(
+        session.execute(
+            select(ApprovalOrder)
+            .options(defer(ApprovalOrder.snapshot_json))
+            .where(
+                ApprovalOrder.status.in_(_PENDING_STATUSES),
+                ApprovalOrder.create_time < cutoff,
+            )
+            .order_by(ApprovalOrder.create_time.asc())
+            .limit(limit)
+        ).scalars()
+    )
+
+
+def count_overdue_approvals(session: Session, *, cutoff: datetime) -> int:
+    return int(
+        session.execute(
+            select(func.count())
+            .select_from(ApprovalOrder)
+            .where(
+                ApprovalOrder.status.in_(_PENDING_STATUSES),
+                ApprovalOrder.create_time < cutoff,
+            )
+        ).scalar_one()
+    )

backend/app/repositories/login_log_repository.py

@@ -1,38 +1,84 @@
 """登录日志数据访问。"""
 
+from dataclasses import dataclass
+
+from sqlalchemy import Select, func, select
 from sqlalchemy.orm import Session
 
 from app.models import LoginLog
+from app.repositories.query_utils import LogFilters, apply_log_filters
 
 # user_agent 列宽，超长需截断否则插入报错
 _USER_AGENT_MAX_LEN = 255
 
 
-def add(
-    session: Session,
-    *,
-    user_id: int | None,
-    username: str,
-    ip: str | None,
-    user_agent: str | None,
-    success: bool,
-    fail_reason: str | None = None,
-) -> None:
+@dataclass(frozen=True, slots=True)
+class LoginLogEntry:
+    """一条待写入的登录日志（全字段 DTO）。
+
+    与 ``OperationLogEntry`` 同款做法：写入字段平铺传递时，任何一处漏传
+    都只表现为日志字段缺失、不报错（success 默认 0 的语义尤其隐蔽）。
+    """
+
+    user_id: int | None
+    username: str
+    success: bool
+    ip: str | None = None
+    user_agent: str | None = None
+    fail_reason: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class LoginLogListQuery:
+    """登录日志列表的查询条件（筛选 + 分页）。"""
+
+    filters: LogFilters
+    offset: int = 0
+    limit: int = 20
+    ip: str | None = None
+
+
+def add(session: Session, entry: LoginLogEntry) -> None:
     """写入一条登录日志。只 flush 不 commit。
 
     **绝不记录密码** —— 明文与哈希都不写。日志是最容易泄漏凭据的地方。
 
-    :param user_id: 账号不存在时传 None（列本身可空）
-    :param username: 用户名原样记录，便于账号不存在时也能追溯
+    :param entry.user_id: 账号不存在时为 None（列本身可空）
+    :param entry.username: 用户名原样记录，便于账号不存在时也能追溯
     """
     session.add(
         LoginLog(
-            user_id=user_id,
-            username=username,
-            ip=ip,
-            user_agent=user_agent[:_USER_AGENT_MAX_LEN] if user_agent else None,
-            success=1 if success else 0,
-            fail_reason=fail_reason,
+            user_id=entry.user_id,
+            username=entry.username,
+            ip=entry.ip,
+            user_agent=entry.user_agent[:_USER_AGENT_MAX_LEN] if entry.user_agent else None,
+            success=1 if entry.success else 0,
+            fail_reason=entry.fail_reason,
         )
     )
     session.flush()
+
+
+def list_logs(session: Session, query: LoginLogListQuery) -> list[LoginLog]:
+    """分页查询登录日志。
+
+    **按 id 倒序而非 create_time**：后者是秒级精度，同一秒内的多条记录排序
+    不确定，翻页会重复或遗漏（与用户列表同一理由）。
+    """
+    stmt = _apply_filters(select(LoginLog), query)
+    stmt = stmt.order_by(LoginLog.id.desc()).offset(query.offset).limit(query.limit)
+    return list(session.execute(stmt).scalars())
+
+
+def count_logs(session: Session, query: LoginLogListQuery) -> int:
+    """统计符合条件的登录日志总数，供分页使用。"""
+    stmt = _apply_filters(select(func.count(LoginLog.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def _apply_filters(stmt: Select, query: LoginLogListQuery) -> Select:
+    """应用筛选条件（公共部分复用 query_utils，与操作日志同口径）。"""
+    stmt = apply_log_filters(stmt, LoginLog, query.filters)
+    if query.ip:
+        stmt = stmt.where(LoginLog.ip == query.ip)
+    return stmt

backend/app/repositories/operation_log_repository.py

@@ -0,0 +1,210 @@
+"""操作日志数据访问。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+
+写入前处理（截断 / 脱敏 / 序列化）集中在本层，与 `login_log_repository`
+的做法一致：模型定义的长度常量在这里落实，调用方只需传业务值。
+"""
+
+import json
+from dataclasses import dataclass
+
+from sqlalchemy import Select, func, select
+from sqlalchemy.orm import Session, defer
+
+from app.core.logging import scrub
+from app.models import OperationLog
+from app.models.operation_log import (
+    ACTION_MAX_LEN,
+    ERROR_MESSAGE_MAX_LEN,
+    IP_MAX_LEN,
+    METHOD_MAX_LEN,
+    MODULE_MAX_LEN,
+    PATH_MAX_LEN,
+    REQUEST_DATA_MAX_BYTES,
+    SUMMARY_MAX_LEN,
+    USER_AGENT_MAX_LEN,
+    USERNAME_MAX_LEN,
+)
+from app.repositories.query_utils import LogFilters, apply_log_filters
+
+# 键名（不区分大小写）含以下子串的字段，其值一律整体抹除。
+# 口径与 core.logging.scrub 的键名正则一致，但改为结构化处理 ——
+# 文本正则有三种逃逸形态：值以空白开头时整体匹配失败（完全不脱敏）、
+# 值含空格/逗号时只抹首段、值含引号时既残留又破坏 JSON 结构。
+# phone/mobile/id_card 系 CLAUDE.md「日志禁输出手机号/身份证」红线的键名口径 ——
+# 带分隔符的号码会穿过文本正则，必须在这里按整值抹除
+_SENSITIVE_KEY_PARTS = (
+    "password",
+    "passwd",
+    "pwd",
+    "secret",
+    "token",
+    "app_key",
+    "access_key",
+    "phone",
+    "mobile",
+    "id_card",
+    "idcard",
+)
+
+_MASK = "***"
+
+
+@dataclass(frozen=True, slots=True)
+class OperationLogEntry:
+    """一条待写入的操作日志（全字段 DTO）。
+
+    替代 14 个平铺参数：字段若在 audit() / _safe_write() / add() 三处
+    重复展开，增删字段时任何一侧漏改都只表现为审计数据不完整、不报错
+    （success 默认 0 的语义使漏传尤其隐蔽）。
+    """
+
+    user_id: int | None
+    username: str
+    module: str
+    action: str
+    summary: str
+    success: bool
+    method: str | None = None
+    path: str | None = None
+    ip: str | None = None
+    user_agent: str | None = None
+    request_data: dict | None = None
+    error_message: str | None = None
+    duration_ms: int | None = None
+
+
+def add(session: Session, entry: OperationLogEntry) -> None:
+    """写入一条操作日志。只 flush 不 commit。
+
+    所有文本列按模型定义的长度常量截断 —— 超长在 MySQL 严格模式下抛 1406，
+    而「审计失败不影响业务」的约定会把该异常吞掉，结果是整条日志**静默丢失**，
+    事后极难排查。截断是唯一防线，必须在此层无条件执行。
+    """
+    session.add(
+        OperationLog(
+            user_id=entry.user_id,
+            username=entry.username[:USERNAME_MAX_LEN],
+            module=entry.module[:MODULE_MAX_LEN],
+            action=entry.action[:ACTION_MAX_LEN],
+            summary=entry.summary[:SUMMARY_MAX_LEN],
+            method=_clip(entry.method, METHOD_MAX_LEN),
+            path=_clip(entry.path, PATH_MAX_LEN),
+            ip=_clip(entry.ip, IP_MAX_LEN),
+            user_agent=_clip(entry.user_agent, USER_AGENT_MAX_LEN),
+            request_data=_serialize_request_data(entry.request_data),
+            success=1 if entry.success else 0,
+            error_message=_clip(entry.error_message, ERROR_MESSAGE_MAX_LEN),
+            duration_ms=entry.duration_ms,
+        )
+    )
+    session.flush()
+
+
+def get_by_id(session: Session, log_id: int) -> OperationLog | None:
+    """按主键查询单条日志（详情端点用，含 request_data）。不存在返回 None。"""
+    return session.get(OperationLog, log_id)
+
+
+@dataclass(frozen=True, slots=True)
+class OperationLogListQuery:
+    """操作日志列表的查询条件（筛选 + 分页）。"""
+
+    filters: LogFilters
+    offset: int = 0
+    limit: int = 20
+    module: str | None = None
+    action: str | None = None
+
+
+def list_logs(session: Session, query: OperationLogListQuery) -> list[OperationLog]:
+    """分页查询操作日志。
+
+    **按 id 倒序而非 create_time**：后者是秒级精度，同一秒内的多条记录排序
+    不确定，翻页会重复或遗漏（与用户列表同一理由）。
+
+    **排除 request_data 列**（TEXT，单行最大 60000 字节）：列表页默认不
+    展示它，全列加载会让翻页负担随日志表增长线性放大；详情走 `get_by_id`
+    按需读取。
+    """
+    stmt = _apply_filters(
+        select(OperationLog).options(defer(OperationLog.request_data)),
+        query,
+    )
+    stmt = stmt.order_by(OperationLog.id.desc()).offset(query.offset).limit(query.limit)
+    return list(session.execute(stmt).scalars())
+
+
+def count_logs(session: Session, query: OperationLogListQuery) -> int:
+    """统计符合条件的日志总数，供分页使用。"""
+    stmt = _apply_filters(select(func.count(OperationLog.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def distinct_modules(session: Session) -> list[str]:
+    """全部模块名（去重、按名称升序）：工作台「最近动态」的模块筛选项。
+
+    交给 SQL 的 DISTINCT，不在应用层聚合 —— 应用层去重要把整列拉进内存。
+    """
+    stmt = select(OperationLog.module).distinct().order_by(OperationLog.module)
+    return [module for module in session.execute(stmt).scalars() if module]
+
+
+def _apply_filters(stmt: Select, query: OperationLogListQuery) -> Select:
+    """应用筛选条件（公共部分复用 query_utils，与登录日志同口径）。"""
+    stmt = apply_log_filters(stmt, OperationLog, query.filters)
+    if query.module:
+        stmt = stmt.where(OperationLog.module == query.module)
+    if query.action:
+        stmt = stmt.where(OperationLog.action == query.action)
+    return stmt
+
+
+def _clip(text: str | None, limit: int) -> str | None:
+    """按字符数截断（长度常量与数据库列宽均按字符定义）。"""
+    return text[:limit] if text else None
+
+
+def _is_sensitive_key(key: object) -> bool:
+    name = str(key).lower()
+    return any(part in name for part in _SENSITIVE_KEY_PARTS)
+
+
+def _sanitize_sensitive(value: object) -> object:
+    """递归抹除请求参数中的敏感字段值（dict 按键名整体替换、list 逐项递归）。"""
+    if isinstance(value, dict):
+        return {
+            key: _MASK if _is_sensitive_key(key) else _sanitize_sensitive(item)
+            for key, item in value.items()
+        }
+    if isinstance(value, list):
+        return [_sanitize_sensitive(item) for item in value]
+    return value
+
+
+def _serialize_request_data(data: dict | None) -> str | None:
+    """请求参数 → JSON 文本：两段脱敏 → 字节边界截断。
+
+    脱敏分两层，各司其职：
+
+    - **结构化抹除**（`_sanitize_sensitive`）：按键名整体置 ``***``，
+      不依赖文本模式匹配 —— 密码含空格、引号、前导空白等形态都不受影响
+    - `core.logging.scrub` 作文本兜底：覆盖手机号、Bearer 等无法按键名
+      判断的值
+
+    截断必须在 **UTF-8 字节边界** 进行：request_data 列是 TEXT（65535 字节
+    上限），而 request_data 上限 60000 字节也是按字节定的；若按字符切片，
+    中文场景下字符数与字节数相差 3 倍同样可能超限；先编码再按字节切片
+    则可能把多字节字符切成两半产生非法序列。故顺序为：编码 → 字节切片 →
+    宽容解码丢弃残片。encode 用 ``errors="replace"`` 兜底孤立代理字符 ——
+    请求 JSON 里的 ``\\ud800`` 转义会解析为孤立代理，直接 encode 会抛
+    UnicodeEncodeError，被审计兜底逻辑吞掉后该请求的记录**静默丢失**。
+    """
+    if not data:
+        return None
+    text = scrub(json.dumps(_sanitize_sensitive(data), ensure_ascii=False, default=str))
+    encoded = text.encode("utf-8", errors="replace")
+    if len(encoded) <= REQUEST_DATA_MAX_BYTES:
+        return text
+    return encoded[:REQUEST_DATA_MAX_BYTES].decode("utf-8", errors="ignore")

backend/app/repositories/ownership_log_repository.py

@@ -0,0 +1,70 @@
+"""归属变更留痕的共享数据访问（客户/业务两维度共用）。
+
+owner_type 与引用列由调用方参数化 —— 此前客户、业务两侧各持一套逐行
+同构的 list/count/add，排序口径与 join 兜底的调整须同步两处；收口后
+「被删人员留痕仍可读」「翻页稳定双键倒序」等口径单点维护。
+"""
+
+from dataclasses import dataclass
+from typing import Any
+
+from sqlalchemy import Row, func, select
+from sqlalchemy.orm import Session, aliased
+
+from app.models import OwnershipChangeLog, Personnel
+
+
+@dataclass(frozen=True, slots=True)
+class OwnershipLogRef:
+    """归属留痕的引用锚点（维度类型 + 引用列 + 引用 ID）。
+
+    引用列是 SQLAlchemy 列表达式（如 ``OwnershipChangeLog.customer_id``），
+    不是可序列化值 —— 故用冻结 dataclass 而非 Pydantic 模型。
+    """
+
+    owner_type: int
+    ref_column: Any
+    ref_id: int
+
+
+def list_by_ref(
+    session: Session,
+    ref: OwnershipLogRef,
+    *,
+    offset: int,
+    limit: int,
+) -> list[Row]:
+    """查某引用对象的归属留痕，行内容为 (留痕, 旧归属人名, 新归属人名)。
+
+    人员删除后 join 出 None，留痕固化 ID 兜底可读。按 (create_time, id)
+    双键倒序：create_time 是秒级精度，同一秒内多条排序不确定，id 兜底
+    保证翻页稳定（与操作日志同一理由）。
+    """
+    old_person = aliased(Personnel)
+    new_person = aliased(Personnel)
+    stmt = (
+        select(OwnershipChangeLog, old_person.personnel_name, new_person.personnel_name)
+        .outerjoin(old_person, OwnershipChangeLog.old_owner_personnel_id == old_person.id)
+        .outerjoin(new_person, OwnershipChangeLog.new_owner_personnel_id == new_person.id)
+        .where(OwnershipChangeLog.owner_type == ref.owner_type, ref.ref_column == ref.ref_id)
+        .order_by(OwnershipChangeLog.create_time.desc(), OwnershipChangeLog.id.desc())
+        .offset(offset)
+        .limit(limit)
+    )
+    return list(session.execute(stmt).all())
+
+
+def count_by_ref(session: Session, ref: OwnershipLogRef) -> int:
+    """统计某引用对象的归属留痕总数，供分页使用。"""
+    stmt = select(func.count(OwnershipChangeLog.id)).where(
+        OwnershipChangeLog.owner_type == ref.owner_type,
+        ref.ref_column == ref.ref_id,
+    )
+    return int(session.execute(stmt).scalar_one())
+
+
+def add(session: Session, log: OwnershipChangeLog) -> OwnershipChangeLog:
+    """写入一条归属变更留痕。只 flush 不 commit，与主表归属更新同事务提交。"""
+    session.add(log)
+    session.flush()
+    return log

backend/app/repositories/param_repository.py

@@ -0,0 +1,232 @@
+"""计提参数数据访问。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+时点化解析查询（窗口函数版）留存 db/queries/计提参数.sql。
+"""
+
+from datetime import date
+
+from sqlalchemy import Select, delete, func, select
+from sqlalchemy.orm import Session
+
+from app.models import ParamChangeBatch, ParamDefinition, ParamValue
+from app.schemas.param import ParamBatchQuery, ParamHistoryQuery
+
+# ==================== 读取 ====================
+
+
+def resolve_values(session: Session, biz_date: date) -> list[tuple[str, str, str, date]]:
+    """时点化解析：每个 (param_id, dimension_value) 取生效日期 <= 业务日期的最新条目。
+
+    排序 (effective_date DESC, id DESC) 保证同日多次变更取最新一条
+    （不设日期唯一键，同日修正是合法留痕）。仅返回启用状态的参数定义。
+    返回 (param_code, dimension_value, value_text, effective_date)。
+    """
+    row_number = (
+        func.row_number()
+        .over(
+            partition_by=(ParamValue.param_id, ParamValue.dimension_value),
+            order_by=(ParamValue.effective_date.desc(), ParamValue.id.desc()),
+        )
+        .label("rn")
+    )
+    subq = (
+        select(
+            ParamDefinition.param_code.label("param_code"),
+            ParamValue.dimension_value.label("dimension_value"),
+            ParamValue.value_text.label("value_text"),
+            ParamValue.effective_date.label("effective_date"),
+            row_number,
+        )
+        .join(ParamDefinition, ParamDefinition.id == ParamValue.param_id)
+        .where(ParamValue.effective_date <= biz_date, ParamDefinition.status == 1)
+        .subquery()
+    )
+    stmt = select(
+        subq.c.param_code, subq.c.dimension_value, subq.c.value_text, subq.c.effective_date
+    ).where(subq.c.rn == 1)
+    return [
+        (row.param_code, row.dimension_value, row.value_text, row.effective_date)
+        for row in session.execute(stmt)
+    ]
+
+
+def latest_value_before(
+    session: Session, param_id: int, dimension_value: str, biz_date: date
+) -> ParamValue | None:
+    """取某参数某维度在业务日期（含）之前的最新条目 —— 提交变更时记录「旧值」。"""
+    stmt = (
+        select(ParamValue)
+        .where(
+            ParamValue.param_id == param_id,
+            ParamValue.dimension_value == dimension_value,
+            ParamValue.effective_date <= biz_date,
+        )
+        .order_by(ParamValue.effective_date.desc(), ParamValue.id.desc())
+        .limit(1)
+    )
+    return session.execute(stmt).scalar_one_or_none()
+
+
+def list_definitions(session: Session, *, status: int | None = None) -> list[ParamDefinition]:
+    """参数定义列表（目录）。"""
+    stmt = select(ParamDefinition).order_by(ParamDefinition.sort_order, ParamDefinition.id)
+    if status is not None:
+        stmt = stmt.where(ParamDefinition.status == status)
+    return list(session.execute(stmt).scalars())
+
+
+def get_definition_by_code(session: Session, param_code: str) -> ParamDefinition | None:
+    """按编码取参数定义。"""
+    stmt = select(ParamDefinition).where(ParamDefinition.param_code == param_code)
+    return session.execute(stmt).scalar_one_or_none()
+
+
+def list_definitions_by_codes(
+    session: Session, param_codes: list[str]
+) -> dict[str, ParamDefinition]:
+    """按编码批量取参数定义（提交批次的校验段用，消除逐条 N+1）。
+
+    返回 {编码: 定义}；未定义的编码不在结果中，由调用方判缺失。
+    """
+    if not param_codes:
+        return {}
+    rows = session.execute(
+        select(ParamDefinition).where(ParamDefinition.param_code.in_(param_codes))
+    ).scalars()
+    return {definition.param_code: definition for definition in rows}
+
+
+def list_history(
+    session: Session, param_id: int, query: ParamHistoryQuery
+) -> list[tuple[ParamValue, ParamChangeBatch]]:
+    """单参数的版本历史（含批次信息），最新在前。
+
+    ``param_id`` 是「查哪个参数」的主锚点（由路径参数 param_code 解析而来），
+    不属于列表筛选项，故仍以位置参数传入；筛选与分页走 ``query``。
+    """
+    stmt = _history_stmt(param_id, query)
+    return [
+        (value, batch)
+        for value, batch in session.execute(stmt.offset(query.offset).limit(query.page_size))
+    ]
+
+
+def count_history(session: Session, param_id: int, query: ParamHistoryQuery) -> int:
+    """统计单参数的历史条目数。"""
+    stmt = select(func.count()).select_from(_history_stmt(param_id, query).subquery())
+    return int(session.execute(stmt).scalar_one())
+
+
+def _history_stmt(param_id: int, query: ParamHistoryQuery) -> Select:
+    """历史查询基语句：条目 join 批次（版本号/操作人），最新在前。"""
+    stmt = (
+        select(ParamValue, ParamChangeBatch)
+        .join(ParamChangeBatch, ParamChangeBatch.id == ParamValue.batch_id)
+        .where(ParamValue.param_id == param_id)
+        .order_by(ParamValue.effective_date.desc(), ParamValue.id.desc())
+    )
+    if query.dimension_value is not None:
+        stmt = stmt.where(ParamValue.dimension_value == query.dimension_value)
+    return stmt
+
+
+# ==================== 批次 ====================
+
+
+def create_batch(session: Session, batch: ParamChangeBatch) -> ParamChangeBatch:
+    """新增变更批次。只 flush 以取得自增 id。"""
+    session.add(batch)
+    session.flush()
+    return batch
+
+
+def get_batch_by_id(
+    session: Session, batch_id: int, *, for_update: bool = False
+) -> ParamChangeBatch | None:
+    """按主键取批次。撤回校验走 ``for_update`` 锁行（防并发双撤）。"""
+    if for_update:
+        stmt = select(ParamChangeBatch).where(ParamChangeBatch.id == batch_id).with_for_update()
+        return session.execute(stmt).scalar_one_or_none()
+    return session.get(ParamChangeBatch, batch_id)
+
+
+def list_batches(session: Session, query: ParamBatchQuery) -> list[ParamChangeBatch]:
+    """分页查询变更批次（按创建时间倒序）。"""
+    stmt = _batch_filters(select(ParamChangeBatch), query)
+    return list(
+        session.execute(
+            stmt.order_by(ParamChangeBatch.create_time.desc(), ParamChangeBatch.id.desc())
+            .offset(query.offset)
+            .limit(query.page_size)
+        ).scalars()
+    )
+
+
+def count_batches(session: Session, query: ParamBatchQuery) -> int:
+    """统计符合条件的批次总数。"""
+    stmt = _batch_filters(select(func.count(ParamChangeBatch.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def _batch_filters(stmt: Select, query: ParamBatchQuery) -> Select:
+    """批次筛选（生效日期区间，含边界）。列表与计数共用。"""
+    if query.start_date is not None:
+        stmt = stmt.where(ParamChangeBatch.effective_date >= query.start_date)
+    if query.end_date is not None:
+        stmt = stmt.where(ParamChangeBatch.effective_date <= query.end_date)
+    return stmt
+
+
+def list_values_by_batch(
+    session: Session, batch_id: int
+) -> list[tuple[ParamValue, ParamDefinition]]:
+    """批次内全部条目（join 参数定义取编码/名称），按 id 排序。"""
+    stmt = (
+        select(ParamValue, ParamDefinition)
+        .join(ParamDefinition, ParamDefinition.id == ParamValue.param_id)
+        .where(ParamValue.batch_id == batch_id)
+        .order_by(ParamValue.id)
+    )
+    return [(value, definition) for value, definition in session.execute(stmt)]
+
+
+def delete_values_by_batch(session: Session, batch_id: int) -> None:
+    """删除批次下全部条目（撤回未生效批次时使用，2.0 风格 delete 语句）。"""
+    session.execute(delete(ParamValue).where(ParamValue.batch_id == batch_id))
+
+
+def delete_batch(session: Session, batch: ParamChangeBatch) -> None:
+    """删除批次本体（调用方须先删条目并完成保护校验）。"""
+    session.delete(batch)
+    session.flush()
+
+
+# ==================== 写入 ====================
+
+
+def create_value(session: Session, value: ParamValue) -> ParamValue:
+    """新增版本条目（append-only，禁改禁删已生效条目）。只 flush。"""
+    session.add(value)
+    session.flush()
+    return value
+
+
+# ==================== 导出 ====================
+
+
+def list_export_rows(
+    session: Session, *, start_date: date | None = None, end_date: date | None = None
+) -> list[tuple[ParamChangeBatch, ParamValue, ParamDefinition]]:
+    """导出行：批次 × 条目 × 定义（变更人/时间/参数/维度/旧值/新值/生效日期）。"""
+    stmt = (
+        select(ParamChangeBatch, ParamValue, ParamDefinition)
+        .join(ParamValue, ParamValue.batch_id == ParamChangeBatch.id)
+        .join(ParamDefinition, ParamDefinition.id == ParamValue.param_id)
+        .order_by(ParamChangeBatch.create_time.desc(), ParamChangeBatch.id.desc(), ParamValue.id)
+    )
+    if start_date is not None:
+        stmt = stmt.where(ParamChangeBatch.effective_date >= start_date)
+    if end_date is not None:
+        stmt = stmt.where(ParamChangeBatch.effective_date <= end_date)
+    return [(batch, value, definition) for batch, value, definition in session.execute(stmt)]

backend/app/repositories/performance_ledger_repository.py

@@ -0,0 +1,156 @@
+"""绩效核算台账仓储：只读写数据并 flush；commit/rollback 在服务层。"""
+
+from sqlalchemy import func, select
+from sqlalchemy.orm import Session
+
+from app.models import PerformanceLedger
+from app.models.performance_ledger import CALC_TYPE_MANAGER_AGGREGATE
+from app.schemas.calc import LedgerQuery
+
+
+def get_by_id(session: Session, ledger_id: int) -> PerformanceLedger | None:
+    """按主键取台账行。"""
+    return session.get(PerformanceLedger, ledger_id)
+
+
+def get_active_by_receipt(
+    session: Session, receipt_id: int, *, calc_type: int = 1
+) -> PerformanceLedger | None:
+    """取某回款的当前生效核算行（is_active=1；无则 None）。
+
+    二次分摊拆行后同回款可有多行（负责人+参与人）——重算作废用
+    ``list_active_by_receipt``；本函数仅限确知单行的调用方（重算前的
+    存在性判断按业务维度走 has_active_for_business）。
+    """
+    return session.execute(
+        select(PerformanceLedger).where(
+            PerformanceLedger.receipt_id == receipt_id,
+            PerformanceLedger.calc_type == calc_type,
+            PerformanceLedger.is_active == 1,
+        )
+    ).scalar_one_or_none()
+
+
+def list_active_by_receipt(
+    session: Session, receipt_id: int, *, calc_type: int = 1
+) -> list[PerformanceLedger]:
+    """取某回款当前生效的**全部**核算行（分摊拆行后负责人+参与人各一行）。"""
+    return list(
+        session.execute(
+            select(PerformanceLedger).where(
+                PerformanceLedger.receipt_id == receipt_id,
+                PerformanceLedger.calc_type == calc_type,
+                PerformanceLedger.is_active == 1,
+            )
+        ).scalars()
+    )
+
+
+def has_active_for_business(session: Session, business_id: int, *, calc_type: int = 1) -> bool:
+    """该业务是否已有生效核算行（核算粒度 #25：业务级一次性计提的判定）。"""
+    return (
+        session.execute(
+            select(func.count())
+            .select_from(PerformanceLedger)
+            .where(
+                PerformanceLedger.business_id == business_id,
+                PerformanceLedger.calc_type == calc_type,
+                PerformanceLedger.is_active == 1,
+            )
+        ).scalar_one()
+        > 0
+    )
+
+
+def get_active_by_receipt_of_business(
+    session: Session, business_id: int, *, calc_type: int = 1
+) -> PerformanceLedger:
+    """取该业务当前生效的核算行（重复回款登记进度时回显既有台账）。"""
+    return (
+        session.execute(
+            select(PerformanceLedger)
+            .where(
+                PerformanceLedger.business_id == business_id,
+                PerformanceLedger.calc_type == calc_type,
+                PerformanceLedger.is_active == 1,
+            )
+            .order_by(PerformanceLedger.id.desc())
+        )
+        .scalars()
+        .first()
+    )
+
+
+def add(session: Session, row: PerformanceLedger) -> PerformanceLedger:
+    """落台账行（flush 取 id；commit 在服务层）。"""
+    session.add(row)
+    session.flush()
+    return row
+
+
+def mark_inactive(session: Session, row: PerformanceLedger) -> None:
+    """重算时把旧版本行翻为已替代（全表唯一的受控 UPDATE 例外；不 commit）。"""
+    row.is_active = 0
+    session.flush()
+
+
+def deactivate_month_aggregates(session: Session, month: str) -> None:
+    """月结重生成时作废该月全部经理聚合行（calc_type=2）。
+
+    聚合行每次生成重建，旧行不翻 0 会与新行重复计入（按人聚合按 is_active
+    过滤）。与 mark_inactive 同属 is_active 翻 0 的受控 UPDATE 例外；set 批量
+    版本而非逐行——聚合行一个月至多几行，且无逐行回读必要。
+    """
+    from sqlalchemy import update
+
+    session.execute(
+        update(PerformanceLedger)
+        .where(
+            PerformanceLedger.settlement_month == month,
+            PerformanceLedger.calc_type == CALC_TYPE_MANAGER_AGGREGATE,
+            PerformanceLedger.is_active == 1,
+        )
+        .values(is_active=0)
+    )
+    session.flush()
+
+
+def next_version(session: Session, receipt_id: int) -> int:
+    """某回款的下一个核算版本号（max+1；无行时 1）。"""
+    current = session.execute(
+        select(func.max(PerformanceLedger.calc_version)).where(
+            PerformanceLedger.receipt_id == receipt_id
+        )
+    ).scalar_one()
+    return int(current or 0) + 1
+
+
+def list_ledger(session: Session, query: LedgerQuery) -> list[PerformanceLedger]:
+    """分页查询台账（筛选：月/人员/业务/生效/类型）。"""
+    stmt = select(PerformanceLedger).where(*_filters(query))
+    stmt = stmt.order_by(PerformanceLedger.id.desc()).offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).scalars())
+
+
+def count_ledger(session: Session, query: LedgerQuery) -> int:
+    """台账计数（与 list_ledger 同筛选）。"""
+    return int(
+        session.execute(
+            select(func.count()).select_from(PerformanceLedger).where(*_filters(query))
+        ).scalar_one()
+    )
+
+
+def _filters(query: LedgerQuery) -> tuple:
+    filters = []
+    if query.settlement_month:
+        filters.append(PerformanceLedger.settlement_month == query.settlement_month)
+    if query.personnel_id is not None:
+        filters.append(PerformanceLedger.personnel_id == query.personnel_id)
+    if query.business_id is not None:
+        filters.append(PerformanceLedger.business_id == query.business_id)
+    if query.is_active is not None:
+        filters.append(PerformanceLedger.is_active == query.is_active)
+    if query.calc_type is not None:
+        filters.append(PerformanceLedger.calc_type == query.calc_type)
+    return tuple(filters)

backend/app/repositories/personnel_repository.py

@@ -0,0 +1,183 @@
+"""营销人员数据访问（含辐射区域与拓展计划子表）。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+"""
+
+from sqlalchemy import Row, Select, func, select
+from sqlalchemy import delete as sa_delete
+from sqlalchemy.orm import Session, aliased
+
+from app.models import BusinessRole, Customer, Personnel, PersonnelPlan, PersonnelRegion
+from app.repositories.query_utils import fuzzy
+from app.schemas.personnel import PersonnelQuery
+
+# 自引用别名：manager_id 指向 personnel.id，同一张表自联取「直属经理姓名」
+_manager = aliased(Personnel)
+
+# ==================== 读取 ====================
+
+
+def get_by_id(session: Session, personnel_id: int, *, for_update: bool = False) -> Personnel | None:
+    """按主键查询。删除校验走 ``for_update`` 锁行（同 business_role_repository 的理由）。"""
+    if for_update:
+        stmt = select(Personnel).where(Personnel.id == personnel_id).with_for_update()
+        return session.execute(stmt).scalar_one_or_none()
+    return session.get(Personnel, personnel_id)
+
+
+def get_with_names(session: Session, personnel_id: int) -> Row | None:
+    """查单个人员并带出岗位名称与直属经理姓名（详情/编辑回显共用）。"""
+    stmt = _base_select().where(Personnel.id == personnel_id)
+    return session.execute(stmt).first()
+
+
+def list_personnel(session: Session, query: PersonnelQuery) -> list[Row]:
+    """分页查询人员，行内容为 (人员, 岗位名称, 直属经理姓名)。
+
+    排序按 id 倒序：人员无排序字段，新增的靠前符合列表页习惯。
+    """
+    stmt = _apply_filters(_base_select(), query)
+    stmt = stmt.order_by(Personnel.id.desc()).offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).all())
+
+
+def count_personnel(session: Session, query: PersonnelQuery) -> int:
+    """统计符合条件的人员总数，供分页使用。
+
+    筛选条件全部落在主表上，计数无需 join（列表与计数的筛选口径由
+    ``_apply_filters`` 单点保证）。
+    """
+    stmt = _apply_filters(select(func.count(Personnel.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def count_team_members(session: Session, manager_ids: list[int]) -> dict[int, int]:
+    """按直属经理批量统计团队成员数（删除保护的依据）。
+
+    一次 GROUP BY 完成，禁止调用方在列表循环内逐行查询。
+    """
+    stmt = (
+        select(Personnel.manager_id, func.count(Personnel.id))
+        .where(Personnel.manager_id.in_(manager_ids))
+        .group_by(Personnel.manager_id)
+    )
+    return {int(manager_id): int(count) for manager_id, count in session.execute(stmt).all()}
+
+
+def count_customer_ownerships(session: Session, personnel_ids: list[int]) -> dict[int, int]:
+    """按归属人员批量统计客户数（删除保护的另一半依据）。"""
+    stmt = (
+        select(Customer.owner_personnel_id, func.count(Customer.id))
+        .where(Customer.owner_personnel_id.in_(personnel_ids))
+        .group_by(Customer.owner_personnel_id)
+    )
+    return {int(owner_id): int(count) for owner_id, count in session.execute(stmt).all()}
+
+
+def count_business_roles_refs(session: Session, personnel_ids: list[int]) -> dict[int, int]:
+    """按人员批量统计业务单据归属引用（负责/协助合计；业务表就位后补齐的检查）。
+
+    businesses.owner/assistant_personnel_id 均为 RESTRICT 外键——漏检会让
+    「删除被业务引用的人员」以 500 暴露而非可读的 400。
+    """
+
+    from app.models import Business
+
+    owner = (
+        select(Business.owner_personnel_id, func.count(Business.id))
+        .where(Business.owner_personnel_id.in_(personnel_ids))
+        .group_by(Business.owner_personnel_id)
+    )
+    assistant = (
+        select(Business.assistant_personnel_id, func.count(Business.id))
+        .where(Business.assistant_personnel_id.in_(personnel_ids))
+        .group_by(Business.assistant_personnel_id)
+    )
+    refs: dict[int, int] = {}
+    for stmt in (owner, assistant):
+        for owner_id, count in session.execute(stmt).all():
+            if owner_id is not None:
+                refs[int(owner_id)] = refs.get(int(owner_id), 0) + int(count)
+    return refs
+
+
+def list_regions(session: Session, personnel_id: int) -> list[PersonnelRegion]:
+    """查人员的全部辐射区域，按插入顺序返回。"""
+    stmt = (
+        select(PersonnelRegion)
+        .where(PersonnelRegion.personnel_id == personnel_id)
+        .order_by(PersonnelRegion.id)
+    )
+    return list(session.execute(stmt).scalars())
+
+
+def list_plans(session: Session, personnel_id: int) -> list[PersonnelPlan]:
+    """查人员的全部拓展计划，按插入顺序返回。"""
+    stmt = (
+        select(PersonnelPlan)
+        .where(PersonnelPlan.personnel_id == personnel_id)
+        .order_by(PersonnelPlan.id)
+    )
+    return list(session.execute(stmt).scalars())
+
+
+def _base_select() -> Select:
+    """人员主表联岗位名称与直属经理姓名。
+
+    岗位外键非空，但统一用 outerjoin：岗位行被物理删除的脏数据不应让
+    整个列表查不出来（外键 RESTRICT 正常情况下不会发生）。
+    """
+    return (
+        select(Personnel, BusinessRole.role_name, _manager.personnel_name)
+        .outerjoin(BusinessRole, Personnel.business_role_id == BusinessRole.id)
+        .outerjoin(_manager, Personnel.manager_id == _manager.id)
+    )
+
+
+def _apply_filters(stmt: Select, query: PersonnelQuery) -> Select:
+    """应用通用筛选条件。列表与计数共用，避免两处口径不一致。"""
+    if query.keyword:
+        stmt = fuzzy(stmt, Personnel.personnel_name, query.keyword)
+    if query.status is not None:
+        stmt = stmt.where(Personnel.status == query.status)
+    if query.business_role_id is not None:
+        stmt = stmt.where(Personnel.business_role_id == query.business_role_id)
+    return stmt
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, personnel: Personnel) -> Personnel:
+    """新增人员。只 flush 以取得自增 id。"""
+    session.add(personnel)
+    session.flush()
+    return personnel
+
+
+def delete(session: Session, personnel: Personnel) -> None:
+    """删除人员。调用方须先完成引用保护校验。"""
+    session.delete(personnel)
+    session.flush()
+
+
+def replace_regions(session: Session, personnel_id: int, rows: list[PersonnelRegion]) -> None:
+    """全量替换人员的辐射区域。
+
+    **先删、立即 flush、再插入**：同一 flush 内 SQLAlchemy 先执行 INSERT
+    后执行 DELETE，新旧行并存会在带唯一键的表上撞 1062 —— M1 的
+    replace_roles 在 e2e 中踩过此坑。本表当前无唯一键，仍统一按防御写法，
+    避免后续加约束时翻车。
+    """
+    session.execute(sa_delete(PersonnelRegion).where(PersonnelRegion.personnel_id == personnel_id))
+    session.flush()
+    session.add_all(rows)
+    session.flush()
+
+
+def replace_plans(session: Session, personnel_id: int, rows: list[PersonnelPlan]) -> None:
+    """全量替换人员的拓展计划（防御写法同 ``replace_regions``）。"""
+    session.execute(sa_delete(PersonnelPlan).where(PersonnelPlan.personnel_id == personnel_id))
+    session.flush()
+    session.add_all(rows)
+    session.flush()

backend/app/repositories/product_repository.py

@@ -0,0 +1,106 @@
+"""产品主数据数据访问。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+"""
+
+from sqlalchemy import Select, func, or_, select
+from sqlalchemy.orm import Session
+
+from app.models import BusinessItem, Product, ShipmentItem
+from app.schemas.product import ProductQuery
+
+# ==================== 读取 ====================
+
+
+def get_by_id(session: Session, product_id: int, *, for_update: bool = False) -> Product | None:
+    """按主键查询。删除校验走 ``for_update`` 锁行（同 business_role_repository
+    的理由：校验与删除之间若发生并发引用，锁行使并发写入可见地失败，
+    而非引用被静默悬空）。"""
+    if for_update:
+        stmt = select(Product).where(Product.id == product_id).with_for_update()
+        return session.execute(stmt).scalar_one_or_none()
+    return session.get(Product, product_id)
+
+
+def get_by_name_spec(session: Session, product_name: str, spec_model: str) -> Product | None:
+    """按 (名称, 规格型号) 组合查询。
+
+    组合是 uk_products_name_spec 唯一键的键值，先查用于给出即时业务提示；
+    并发窗口仍存在，最终由 IntegrityError 兜底（见 product_service）。
+    """
+    stmt = select(Product).where(
+        Product.product_name == product_name,
+        Product.spec_model == spec_model,
+    )
+    return session.execute(stmt).scalar_one_or_none()
+
+
+def list_products(session: Session, query: ProductQuery) -> list[Product]:
+    """分页查询产品（含停用）。按 id 升序，与 M1 岗位列表的次序口径一致。"""
+    stmt = _apply_filters(select(Product), query)
+    stmt = stmt.order_by(Product.id).offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).scalars())
+
+
+def count_products(session: Session, query: ProductQuery) -> int:
+    """统计符合条件的产品总数，供分页使用。"""
+    stmt = _apply_filters(select(func.count(Product.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def _apply_filters(stmt: Select, query: ProductQuery) -> Select:
+    """应用通用筛选条件。列表与计数共用，避免两处口径不一致。
+
+    关键词对名称/规格两列取 OR 命中。转义与 query_utils.fuzzy 同一机制
+    （``contains(autoescape=True)`` 转义 LIKE 通配符并附加 ESCAPE 子句）；
+    因 fuzzy 是单列 where 语义（两次调用会叠加成 AND），双列 OR 在此直接
+    写 contains —— M1 business_role_repository 的双列关键词同款写法。
+    规格型号常含 ``_``（如 DN300_II），不转义会当单字符通配执行。
+    """
+    if query.keyword:
+        stmt = stmt.where(
+            or_(
+                Product.product_name.contains(query.keyword, autoescape=True),
+                Product.spec_model.contains(query.keyword, autoescape=True),
+            )
+        )
+    if query.product_category:
+        stmt = stmt.where(Product.product_category == query.product_category)
+    if query.status is not None:
+        stmt = stmt.where(Product.status == query.status)
+    return stmt
+
+
+def count_refs(session: Session, product_id: int) -> int:
+    """统计引用该产品的业务明细与发货明细行数（删除保护，business_id 先例）。
+
+    两张明细表对 products 均 RESTRICT 外键：先查给出可读的 400；校验与
+    删除之间的并发引用由锁行 + FK 兜底（service 层再翻译 IntegrityError）。
+    """
+    stmt = select(
+        select(func.count())
+        .select_from(BusinessItem)
+        .where(BusinessItem.product_id == product_id)
+        .scalar_subquery()
+        + select(func.count())
+        .select_from(ShipmentItem)
+        .where(ShipmentItem.product_id == product_id)
+        .scalar_subquery()
+    )
+    return int(session.execute(stmt).scalar_one())
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, product: Product) -> Product:
+    """新增产品。只 flush 以取得自增 id。"""
+    session.add(product)
+    session.flush()
+    return product
+
+
+def delete(session: Session, product: Product) -> None:
+    """物理删除产品。调用方须先完成引用保护校验（count_refs + FK 兜底）。"""
+    session.delete(product)
+    session.flush()

backend/app/repositories/query_utils.py

@@ -0,0 +1,54 @@
+"""repositories 层公共查询工具。
+
+集中两类易错点，避免各 repository 各写一份、口径漂移：
+
+- **模糊匹配的 LIKE 通配符转义**：直接 ``f"%{value}%"`` 拼接时，输入中的
+  下划线会作为单字符通配执行（本系统用户名普遍含下划线，误配是常态而非
+  理论），百分号则命中全表并触发全表扫描
+- **两类日志共有的筛选条件**：用户名/结果/时间范围在操作日志与登录日志
+  之间逐字重复，抽为同一实现后「列表与计数」「操作与登录」不可能对不上
+"""
+
+from dataclasses import dataclass
+from datetime import datetime
+from typing import Any
+
+from sqlalchemy import Select
+
+
+@dataclass(frozen=True, slots=True)
+class LogFilters:
+    """两类日志（操作/登录）共有的筛选条件。"""
+
+    username: str | None = None
+    success: int | None = None
+    start_time: datetime | None = None
+    end_time: datetime | None = None
+
+
+def fuzzy(stmt: Select, column: Any, value: str) -> Select:
+    """模糊匹配（含通配符自动转义）。
+
+    ``contains(autoescape=True)`` 会转义输入中的 ``%``/``_`` 并附加 ``ESCAPE``
+    子句，把用户输入当字面量匹配。
+    """
+    return stmt.where(column.contains(value, autoescape=True))
+
+
+def apply_log_filters(stmt: Select, model: Any, filters: LogFilters) -> Select:
+    """应用两类日志共有的筛选条件。
+
+    ``model`` 传 ``OperationLog`` / ``LoginLog`` 的模型类（两者字段同名同型）。
+
+    列表与计数共用本函数，避免「列表按条件过滤而总数不按条件过滤」——
+    漏改一侧时表现为翻到最后一页是空页或页码虚增，且没有任何报错。
+    """
+    if filters.username:
+        stmt = fuzzy(stmt, model.username, filters.username)
+    if filters.success is not None:
+        stmt = stmt.where(model.success == filters.success)
+    if filters.start_time:
+        stmt = stmt.where(model.create_time >= filters.start_time)
+    if filters.end_time:
+        stmt = stmt.where(model.create_time <= filters.end_time)
+    return stmt

backend/app/repositories/rating_repository.py

@@ -0,0 +1,70 @@
+"""客户评级等级配置数据访问。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+"""
+
+from sqlalchemy import select
+from sqlalchemy.orm import Session
+
+from app.models import CustomerRatingGrade
+
+# ==================== 读取 ====================
+
+
+def list_all(session: Session, *, for_update: bool = False) -> list[CustomerRatingGrade]:
+    """全量等级，按 sort_order 升序、id 兜底（同序次序稳定）。
+
+    不分页：等级映射是判定表，数量个位数，分页无意义。
+
+    for_update 供区间重叠判定使用：先查后写在无锁时，两管理员并发提交
+    重叠区间会互判不重叠而双双入库（区间重叠无唯一键可拦）——锁全表行
+    串行化并发的重叠判定（先到者提交后，后到者在锁下读到新区间即判重叠）。
+    只读直出（list_grades）不加锁。
+    """
+    stmt = select(CustomerRatingGrade).order_by(
+        CustomerRatingGrade.sort_order, CustomerRatingGrade.id
+    )
+    if for_update:
+        stmt = stmt.with_for_update()
+    return list(session.execute(stmt).scalars())
+
+
+def get_by_id(session: Session, grade_id: int) -> CustomerRatingGrade | None:
+    """按主键查询。
+
+    等级表无外键引用（客户档案只存总分，等级由分数按当前映射实时推导，
+    不存等级 id），无需 ``for_update`` 锁行 —— product_repository 锁行防的
+    是并发引用悬空，此处不存在该风险：删掉一个等级，只是以后不再判到它。
+    """
+    return session.get(CustomerRatingGrade, grade_id)
+
+
+def get_by_name(session: Session, grade_name: str) -> CustomerRatingGrade | None:
+    """按等级名称查询。
+
+    grade_name 是 uk_customer_rating_grades_grade_name 唯一键的键值，先查
+    用于给出即时业务提示；并发窗口仍存在，最终由 IntegrityError 兜底
+    （见 rating_service）。
+    """
+    stmt = select(CustomerRatingGrade).where(CustomerRatingGrade.grade_name == grade_name)
+    return session.execute(stmt).scalar_one_or_none()
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, grade: CustomerRatingGrade) -> CustomerRatingGrade:
+    """新增等级。只 flush 以取得自增 id。"""
+    session.add(grade)
+    session.flush()
+    return grade
+
+
+def delete(session: Session, grade: CustomerRatingGrade) -> None:
+    """物理删除等级。
+
+    等级表无外键引用（客户档案只存总分，不存等级 id），调用方无需引用保护
+    校验：删掉等级只是「以后不再判到它」，已存的总分不受影响。
+    """
+    session.delete(grade)
+    session.flush()

backend/app/repositories/receipt_repository.py

@@ -0,0 +1,96 @@
+"""回款数据访问：回款行与关联引用（业务号/发货单号/发货日）。
+
+只读写数据并 flush；commit/rollback 与业务异常一律在 service 层。
+
+- 列表与详情统一 join 出 ``business_no / shipment_no / ship_date``，
+  ship_date 供 service 按 ``formula.payment_days`` 派生回款天数 —— 关联
+  引用经本层查询一次供给，service 不再对发货单二次查询
+- shipment_id 是手动指定（可空），发货单关联一律 outerjoin
+"""
+
+from datetime import date
+
+from sqlalchemy import Select, func, select
+from sqlalchemy.orm import Session
+
+from app.models import Business, Receipt, Shipment
+from app.schemas.receipt import ReceiptQuery
+
+
+def get_by_id(session: Session, receipt_id: int) -> Receipt | None:
+    """按主键取回款行（供摘要预取与状态判定；不锁行，写保护锚在业务行）。"""
+    return session.get(Receipt, receipt_id)
+
+
+def get_with_refs(
+    session: Session, receipt_id: int
+) -> tuple[Receipt, str, str | None, date | None] | None:
+    """回款行 + 业务号 + 发货单号 + 发货日（DTO 与 payment_days 派生共用）。
+
+    business 主表为 inner join（FK NOT NULL，业务与回款同存亡）；发货单
+    可未指定，outerjoin 后 shipment_no / ship_date 可能为 None。
+    """
+    row = session.execute(
+        select(Receipt, Business.business_no, Shipment.shipment_no, Shipment.ship_date)
+        .join(Business, Business.id == Receipt.business_id)
+        .outerjoin(Shipment, Shipment.id == Receipt.shipment_id)
+        .where(Receipt.id == receipt_id)
+    ).first()
+    return row
+
+
+def get_shipment(session: Session, shipment_id: int) -> Shipment | None:
+    """按主键取发货单（同业务强校验的只读预查；FK RESTRICT 为最终防线）。"""
+    return session.get(Shipment, shipment_id)
+
+
+def _apply_filters(stmt: Select, query: ReceiptQuery) -> Select:
+    """回款列表的筛选条件（全部落在 Receipt 自身列上）。"""
+    if query.business_id is not None:
+        stmt = stmt.where(Receipt.business_id == query.business_id)
+    if query.date_from is not None:
+        stmt = stmt.where(Receipt.receipt_date >= query.date_from)
+    if query.date_to is not None:
+        stmt = stmt.where(Receipt.receipt_date <= query.date_to)
+    if query.is_barter is not None:
+        stmt = stmt.where(Receipt.is_barter == query.is_barter)
+    # settlement_status 是 M3 核算防重锚点（需规 2.3.3），必须保持具名字段
+    if query.settlement_status is not None:
+        stmt = stmt.where(Receipt.settlement_status == query.settlement_status)
+    return stmt
+
+
+def list_receipts(
+    session: Session, query: ReceiptQuery
+) -> list[tuple[Receipt, str, str | None, date | None]]:
+    """分页查询回款（附业务号/发货单号/发货日），按 id 倒序。"""
+    stmt = _apply_filters(
+        select(Receipt, Business.business_no, Shipment.shipment_no, Shipment.ship_date)
+        .join(Business, Business.id == Receipt.business_id)
+        .outerjoin(Shipment, Shipment.id == Receipt.shipment_id),
+        query,
+    )
+    return list(
+        session.execute(
+            stmt.order_by(Receipt.id.desc()).offset(query.offset).limit(query.page_size)
+        ).all()
+    )
+
+
+def count_receipts(session: Session, query: ReceiptQuery) -> int:
+    """回款总数（筛选条件与列表共用同一 apply_filters，防两侧口径漂移）。"""
+    stmt = _apply_filters(select(func.count()).select_from(Receipt), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def create(session: Session, receipt: Receipt) -> Receipt:
+    """新增回款行。只 flush 以取得自增 id，编号唯一键冲突由 service 兜底。"""
+    session.add(receipt)
+    session.flush()
+    return receipt
+
+
+def delete(session: Session, receipt: Receipt) -> None:
+    """物理删除回款行（已核算与否的准入判定在 service 层）。"""
+    session.delete(receipt)
+    session.flush()

backend/app/repositories/report_repository.py

@@ -0,0 +1,421 @@
+"""报表统计仓储：只读聚合查询；不 commit、不抛业务异常。
+
+报表与台账分页查询刻意分开而非复用 ``performance_ledger_repository``：
+- 台账查询允许聚合行（calc_type=2），报表明细必须显式排除——经理聚合
+  行 receipt_id 为 NULL，混入明细会让合同编号/天数列失真、业务统计的
+  绩效被整团队聚合额污染；
+- 月结的 ``_confirm_scope`` 带 ``settlement_id IS NULL``（可入结口径），
+  报表要看的是同月**全量**生效单笔行，口径不同；
+- 聚合需求（SUM/GROUP BY）台账仓储完全没有，报表在此统一实现。
+
+发货额/回款额直接读 businesses 的汇总冗余列（服务层事务内单点维护），
+不逐业务子查询发货/回款表；绩效额 businesses 无冗余列，用子查询联台账。
+"""
+
+from sqlalchemy import func, select
+from sqlalchemy.orm import Session
+
+from app.core.report_meta import DayBucket
+from app.models import (
+    AdjustmentOrder,
+    Business,
+    Customer,
+    MonthlySettlement,
+    PerformanceLedger,
+    Personnel,
+)
+from app.schemas.report import (
+    BusinessStatsQuery,
+    PaymentDetailQuery,
+    PaymentStatsQuery,
+    PersonalDetailQuery,
+)
+
+# 单笔生效行基础条件：报表四表共用（聚合行与已替代版本一律排除）
+_ACTIVE_SINGLE = (PerformanceLedger.calc_type == 1, PerformanceLedger.is_active == 1)
+
+
+# ==== 个人绩效明细（FR-029）====
+
+
+def _personal_filters(query: PersonalDetailQuery) -> tuple:
+    filters = [*_ACTIVE_SINGLE]
+    if query.settlement_month:
+        filters.append(PerformanceLedger.settlement_month == query.settlement_month)
+    if query.personnel_id is not None:
+        filters.append(PerformanceLedger.personnel_id == query.personnel_id)
+    if query.customer_type:
+        filters.append(PerformanceLedger.customer_type == query.customer_type)
+    if query.product_category:
+        filters.append(PerformanceLedger.product_category == query.product_category)
+    if query.role_code:
+        filters.append(PerformanceLedger.role_code == query.role_code)
+    return tuple(filters)
+
+
+def list_personal_detail(
+    session: Session, query: PersonalDetailQuery, *, offset: int, limit: int
+) -> list[PerformanceLedger]:
+    """个人绩效明细分页（回款日倒序，同人按版本可追溯）。"""
+    stmt = select(PerformanceLedger).where(*_personal_filters(query))
+    stmt = stmt.order_by(PerformanceLedger.receipt_date.desc(), PerformanceLedger.id.desc())
+    stmt = stmt.offset(offset).limit(limit)
+    return list(session.execute(stmt).scalars())
+
+
+def count_personal_detail(session: Session, query: PersonalDetailQuery) -> int:
+    """个人绩效明细计数（与 list_personal_detail 同筛选）。"""
+    return int(
+        session.execute(
+            select(func.count()).select_from(PerformanceLedger).where(*_personal_filters(query))
+        ).scalar_one()
+    )
+
+
+def sum_personal_detail(session: Session, query: PersonalDetailQuery) -> dict:
+    """全筛选口径合计（分页与合计同条件，避免「页脚合计≠全部结果」）。"""
+    return (
+        session.execute(
+            select(
+                func.count().label("row_count"),
+                func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label(
+                    "performance_total"
+                ),
+                func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable_total"),
+                func.coalesce(func.sum(PerformanceLedger.converted_profit), 0).label(
+                    "converted_profit_total"
+                ),
+            ).where(*_personal_filters(query))
+        )
+        .mappings()
+        .one()
+    )
+
+
+# ==== 部门汇总取数（FR-030）====
+
+
+def list_month_receipt_rows(session: Session, month: str) -> list[PerformanceLedger]:
+    """同月全量生效单笔台账行（部门汇总基数与成员明细的取数）。"""
+    return list(
+        session.execute(
+            select(PerformanceLedger).where(
+                PerformanceLedger.settlement_month == month, *_ACTIVE_SINGLE
+            )
+        ).scalars()
+    )
+
+
+def list_month_manager_aggregates(session: Session, month: str) -> list[PerformanceLedger]:
+    """同月经理聚合行（calc_type=2）：已生成月结时的冻结对照值。"""
+    return list(
+        session.execute(
+            select(PerformanceLedger).where(
+                PerformanceLedger.settlement_month == month,
+                PerformanceLedger.calc_type == 2,
+                PerformanceLedger.is_active == 1,
+            )
+        ).scalars()
+    )
+
+
+def list_month_adjustments(session: Session, month: str) -> list[AdjustmentOrder]:
+    """同月已生效调整单（status=2）——报表汇总并入的口径。
+
+    与 list_adjustments（调整单管理页）不同：必须按月筛选且只取生效行，
+    待审批/已驳回/已撤回的金额绝不能混进报表。
+    """
+    return list(
+        session.execute(
+            select(AdjustmentOrder).where(
+                AdjustmentOrder.settlement_month == month,
+                AdjustmentOrder.status == 2,
+            )
+        ).scalars()
+    )
+
+
+def list_month_settlement(session: Session, month: str) -> MonthlySettlement | None:
+    """同月月结头（部门汇总展示锁定状态用；无则 None）。"""
+    return session.execute(
+        select(MonthlySettlement).where(MonthlySettlement.settlement_month == month)
+    ).scalar_one_or_none()
+
+
+# ==== 业务统计（FR-031 之一）====
+
+
+def _business_perf_subquery():
+    """业务维度绩效子查询（排除聚合行，防 12.5%/5% 聚合额污染单业务绩效）。"""
+    return (
+        select(
+            PerformanceLedger.business_id.label("business_id"),
+            func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label("perf"),
+            func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable"),
+        )
+        .where(*_ACTIVE_SINGLE)
+        .group_by(PerformanceLedger.business_id)
+        .subquery()
+    )
+
+
+def _business_filters(query: BusinessStatsQuery) -> tuple:
+    filters = []
+    if query.keyword:
+        # 业务编号/公司名称双列 OR 模糊；contains(autoescape) 转义通配符，
+        # 与 business_repository._apply_filters 同口径（双列 OR 用法为该处既定）
+        filters.append(
+            Business.business_no.contains(query.keyword, autoescape=True)
+            | Customer.company_name.contains(query.keyword, autoescape=True)
+        )
+    if query.customer_id is not None:
+        filters.append(Business.customer_id == query.customer_id)
+    if query.owner_personnel_id is not None:
+        filters.append(Business.owner_personnel_id == query.owner_personnel_id)
+    if query.status is not None:
+        filters.append(Business.status == query.status)
+    if query.date_from is not None:
+        filters.append(Business.business_date >= query.date_from)
+    if query.date_to is not None:
+        filters.append(Business.business_date <= query.date_to)
+    return tuple(filters)
+
+
+def _business_select(query: BusinessStatsQuery):
+    perf_sq = _business_perf_subquery()
+    return (
+        select(
+            Business,
+            Customer.company_name.label("customer_name"),
+            Personnel.personnel_name.label("owner_personnel_name"),
+            perf_sq.c.perf.label("performance_amount"),
+            perf_sq.c.payable.label("payable_amount"),
+        )
+        .outerjoin(Customer, Customer.id == Business.customer_id)
+        .outerjoin(Personnel, Personnel.id == Business.owner_personnel_id)
+        .outerjoin(perf_sq, perf_sq.c.business_id == Business.id)
+        .where(*_business_filters(query))
+    )
+
+
+def list_business_stats(
+    session: Session, query: BusinessStatsQuery, *, offset: int, limit: int
+) -> list:
+    """业务统计分页（业务日期倒序）。"""
+    stmt = _business_select(query).order_by(Business.id.desc()).offset(offset).limit(limit)
+    return list(session.execute(stmt).all())
+
+
+def count_business_stats(session: Session, query: BusinessStatsQuery) -> int:
+    """业务统计计数（联客户表因关键字筛选涉及客户名）。"""
+    stmt = (
+        select(func.count())
+        .select_from(Business)
+        .outerjoin(Customer, Customer.id == Business.customer_id)
+        .where(*_business_filters(query))
+    )
+    return int(session.execute(stmt).scalar_one())
+
+
+def sum_business_stats(session: Session, query: BusinessStatsQuery) -> dict:
+    """业务统计全筛选合计（业务数/发货/回款/销售额/绩效/应付）。"""
+    perf_sq = _business_perf_subquery()
+    return (
+        session.execute(
+            select(
+                func.count().label("row_count"),
+                func.coalesce(func.sum(Business.total_ship_amount), 0).label("ship_total"),
+                func.coalesce(func.sum(Business.total_received_amount), 0).label("received_total"),
+                func.coalesce(func.sum(Business.total_sale_amount), 0).label("sale_total"),
+                func.coalesce(func.sum(perf_sq.c.perf), 0).label("performance_total"),
+                func.coalesce(func.sum(perf_sq.c.payable), 0).label("payable_total"),
+            )
+            .outerjoin(Customer, Customer.id == Business.customer_id)
+            .outerjoin(perf_sq, perf_sq.c.business_id == Business.id)
+            .where(*_business_filters(query))
+        )
+        .mappings()
+        .one()
+    )
+
+
+# ==== 回款统计（FR-031 之二）====
+
+
+def _payment_filters(query: PaymentStatsQuery | PaymentDetailQuery) -> tuple:
+    filters = [*_ACTIVE_SINGLE]
+    if query.settlement_month:
+        filters.append(PerformanceLedger.settlement_month == query.settlement_month)
+    if query.date_from is not None:
+        filters.append(PerformanceLedger.receipt_date >= query.date_from)
+    if query.date_to is not None:
+        filters.append(PerformanceLedger.receipt_date <= query.date_to)
+    if query.customer_type:
+        filters.append(PerformanceLedger.customer_type == query.customer_type)
+    if query.product_category:
+        filters.append(PerformanceLedger.product_category == query.product_category)
+    return tuple(filters)
+
+
+def group_payment_by_days(session: Session, query: PaymentStatsQuery) -> list:
+    """按（回款天数精确值, 客户类型, 产品类别）聚合绩效与应付。"""
+    return list(
+        session.execute(
+            select(
+                PerformanceLedger.payment_days,
+                PerformanceLedger.customer_type,
+                PerformanceLedger.product_category,
+                func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label(
+                    "performance_total"
+                ),
+                func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable_total"),
+                func.count().label("ledger_count"),
+            )
+            .where(*_payment_filters(query))
+            .group_by(
+                PerformanceLedger.payment_days,
+                PerformanceLedger.customer_type,
+                PerformanceLedger.product_category,
+            )
+        ).all()
+    )
+
+
+def group_payment_receipt_by_days(session: Session, query: PaymentStatsQuery) -> list:
+    """按维度聚合回款金额与笔数——金额侧必须按 receipt_id 去重。
+
+    二次分摊拆行使同一回款在台账出现多行，直接 SUM(receipts.amount) 会
+    按拆行数翻倍；台账拆行只改归属人，不改维度值（payment_days/客户类型/
+    产品类别），因此先对台账行 DISTINCT 出回款维度，再联回款表求和。
+    """
+    distinct_receipts = (
+        select(
+            PerformanceLedger.receipt_id.label("receipt_id"),
+            PerformanceLedger.payment_days.label("payment_days"),
+            PerformanceLedger.customer_type.label("customer_type"),
+            PerformanceLedger.product_category.label("product_category"),
+        )
+        .where(*_payment_filters(query), PerformanceLedger.receipt_id.is_not(None))
+        .distinct()
+        .subquery()
+    )
+    from app.models import Receipt
+
+    return list(
+        session.execute(
+            select(
+                distinct_receipts.c.payment_days,
+                distinct_receipts.c.customer_type,
+                distinct_receipts.c.product_category,
+                func.coalesce(func.sum(Receipt.amount), 0).label("receipt_amount"),
+                func.count(distinct_receipts.c.receipt_id).label("receipt_count"),
+            )
+            .outerjoin(Receipt, Receipt.id == distinct_receipts.c.receipt_id)
+            .group_by(
+                distinct_receipts.c.payment_days,
+                distinct_receipts.c.customer_type,
+                distinct_receipts.c.product_category,
+            )
+        ).all()
+    )
+
+
+def group_payment_by_customer_type(session: Session, query: PaymentStatsQuery) -> list:
+    """按客户类型聚合（绩效 + 回款金额）。"""
+    return _group_by_dimension(session, query, PerformanceLedger.customer_type)
+
+
+def group_payment_by_product_category(session: Session, query: PaymentStatsQuery) -> list:
+    """按产品类别聚合（绩效 + 回款金额）。"""
+    return _group_by_dimension(session, query, PerformanceLedger.product_category)
+
+
+def _group_by_dimension(session: Session, query: PaymentStatsQuery, dim_column) -> list:
+    """维度聚合共用实现（绩效侧 GROUP BY + 金额侧 DISTINCT 去重联回款）。"""
+    from app.models import Receipt
+
+    dim_perf = (
+        select(
+            dim_column.label("dim"),
+            func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label(
+                "performance_total"
+            ),
+            func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable_total"),
+            func.count().label("ledger_count"),
+        )
+        .where(*_payment_filters(query))
+        .group_by(dim_column)
+    )
+    dim_receipts = (
+        select(
+            dim_column.label("dim"),
+            PerformanceLedger.receipt_id.label("receipt_id"),
+        )
+        .where(*_payment_filters(query), PerformanceLedger.receipt_id.is_not(None))
+        .distinct()
+        .subquery()
+    )
+    perf_rows = {row.dim: row for row in session.execute(dim_perf).all()}
+    receipt_rows = session.execute(
+        select(
+            dim_receipts.c.dim,
+            func.coalesce(func.sum(Receipt.amount), 0).label("receipt_amount"),
+        )
+        .outerjoin(Receipt, Receipt.id == dim_receipts.c.receipt_id)
+        .group_by(dim_receipts.c.dim)
+    ).all()
+    receipt_amounts = {row.dim: row.receipt_amount for row in receipt_rows}
+    return [
+        (
+            row.dim,
+            receipt_amounts.get(row.dim),
+            row.performance_total,
+            row.payable_total,
+            row.ledger_count,
+        )
+        for row in perf_rows.values()
+    ]
+
+
+def _bucket_condition(bucket: DayBucket) -> tuple:
+    """区间桶的 days 过滤条件：none 桶 IS NULL，其余按 min/max 闭区间。"""
+    if bucket.code == "none":
+        return (PerformanceLedger.payment_days.is_(None),)
+    conds = []
+    if bucket.min_days is not None:
+        conds.append(PerformanceLedger.payment_days >= bucket.min_days)
+    if bucket.max_days is not None:
+        conds.append(PerformanceLedger.payment_days <= bucket.max_days)
+    return tuple(conds)
+
+
+def list_payment_detail(session: Session, query: PaymentDetailQuery, bucket: DayBucket) -> list:
+    """区间下钻：单笔生效行联回款表（行级展示回款金额与批次号）。
+
+    bucket 由服务层解析（未注册编码 400），仓储只按区间拼条件。
+    """
+    from app.models import Receipt
+
+    stmt = (
+        select(
+            PerformanceLedger,
+            Receipt.amount.label("receipt_amount"),
+            Receipt.receipt_batch_no.label("receipt_batch_no"),
+        )
+        .outerjoin(Receipt, Receipt.id == PerformanceLedger.receipt_id)
+        .where(*_payment_filters(query), *_bucket_condition(bucket))
+    )
+    stmt = stmt.order_by(PerformanceLedger.receipt_date.desc(), PerformanceLedger.id.desc())
+    stmt = stmt.offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).all())
+
+
+def count_payment_detail(session: Session, query: PaymentDetailQuery, bucket: DayBucket) -> int:
+    """区间下钻计数（与 list_payment_detail 同筛选）。"""
+    return int(
+        session.execute(
+            select(func.count())
+            .select_from(PerformanceLedger)
+            .where(*_payment_filters(query), *_bucket_condition(bucket))
+        ).scalar_one()
+    )

backend/app/repositories/role_repository.py

@@ -0,0 +1,117 @@
+"""角色数据访问。
+
+本层只 flush 不 commit —— 事务边界由 services 层控制。
+
+`get_all_roles` 与 `get_roles_by_codes` 原位于 `user_repository`，
+因角色管理成为独立模块而迁入本文件。
+"""
+
+from sqlalchemy import Select, func, or_, select
+from sqlalchemy.orm import Session
+
+from app.models import Role, UserRole
+from app.schemas.role import RoleQuery
+
+# ==================== 读取 ====================
+
+
+def get_by_id(session: Session, role_id: int, *, for_update: bool = False) -> Role | None:
+    """按主键查询角色。不存在返回 None。
+
+    ``for_update=True`` 走 ``SELECT ... FOR UPDATE`` 锁定角色行 —— 删除前的
+    「有用户绑定禁删」校验必须用它：校验与 DELETE 之间若发生并发绑定，
+    `user_roles` 的 CASCADE 会把新绑定一并静默剥离。锁行后，并发绑定的
+    外键检查会等待，删除得以基于最新状态做出（对方失败而非数据被吞）。
+    """
+    if for_update:
+        stmt = select(Role).where(Role.id == role_id).with_for_update()
+        return session.execute(stmt).scalar_one_or_none()
+    return session.get(Role, role_id)
+
+
+def get_by_code(session: Session, role_code: str) -> Role | None:
+    """按编码查询角色。不存在返回 None。"""
+    return session.execute(select(Role).where(Role.role_code == role_code)).scalar_one_or_none()
+
+
+def get_roles_by_codes(session: Session, role_codes: list[str]) -> list[Role]:
+    """按编码批量取角色。用于校验前端传来的角色是否存在。"""
+    if not role_codes:
+        return []
+    stmt = select(Role).where(Role.role_code.in_(role_codes))
+    return list(session.execute(stmt).scalars())
+
+
+def get_all_roles(session: Session) -> list[Role]:
+    """取全部启用角色，供前端下拉选择。"""
+    stmt = select(Role).where(Role.status == 1).order_by(Role.sort_order, Role.id)
+    return list(session.execute(stmt).scalars())
+
+
+def list_roles(session: Session, query: RoleQuery) -> list[Role]:
+    """分页查询角色（管理列表：含停用角色）。
+
+    排序与下拉口径一致（sort_order, id），保持同一套相对次序。
+    """
+    stmt = _apply_filters(select(Role), query)
+    stmt = stmt.order_by(Role.sort_order, Role.id).offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).scalars())
+
+
+def count_roles(session: Session, query: RoleQuery) -> int:
+    """统计符合条件的角色总数，供分页使用。"""
+    stmt = _apply_filters(select(func.count(Role.id)), query)
+    return int(session.execute(stmt).scalar_one())
+
+
+def _apply_filters(stmt: Select, query: RoleQuery) -> Select:
+    """应用通用筛选条件。列表与计数共用，避免两处口径不一致。
+
+    关键词匹配走 `contains(autoescape=True)`（转义 LIKE 通配符）——
+    角色编码普遍含下划线，直接拼接会让 `_` 当单字符通配执行。
+    """
+    if query.keyword:
+        stmt = stmt.where(
+            or_(
+                Role.role_code.contains(query.keyword, autoescape=True),
+                Role.role_name.contains(query.keyword, autoescape=True),
+            )
+        )
+    if query.status is not None:
+        stmt = stmt.where(Role.status == query.status)
+    return stmt
+
+
+def count_users_by_role(session: Session, role_ids: list[int]) -> dict[int, int]:
+    """批量统计各角色关联的用户数。
+
+    一次 GROUP BY 取回全部计数，而非在列表循环里逐行查询（N+1）。
+    """
+    if not role_ids:
+        return {}
+    stmt = (
+        select(UserRole.role_id, func.count())
+        .where(UserRole.role_id.in_(role_ids))
+        .group_by(UserRole.role_id)
+    )
+    return {int(role_id): int(count) for role_id, count in session.execute(stmt)}
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, role: Role) -> Role:
+    """新增角色。只 flush 以取得自增 id。"""
+    session.add(role)
+    session.flush()
+    return role
+
+
+def delete(session: Session, role: Role) -> None:
+    """删除角色。
+
+    调用方（service）必须先校验该角色无用户绑定 —— `user_roles` 外键是
+    CASCADE，直接删会静默剥离绑定用户的权限。
+    """
+    session.delete(role)
+    session.flush()

backend/app/repositories/settlement_repository.py

@@ -0,0 +1,121 @@
+"""月度结算仓储：只读写数据并 flush；commit/rollback 在服务层。"""
+
+from sqlalchemy import func, select
+from sqlalchemy.orm import Session
+
+from app.models import MonthlySettlement, SettlementItem
+from app.schemas.settlement import SettlementQuery
+
+
+def get_by_id(
+    session: Session, settlement_id: int, *, for_update: bool = False
+) -> MonthlySettlement | None:
+    """月结行；``for_update`` 供提交审批路径加行锁用。
+
+    提交要算审批单版本号（同一月结的第几次送审），并发提交会让两次
+    算出同一个版本号；锁住月结行使并发提交串行化。
+    """
+    if for_update:
+        return session.get(MonthlySettlement, settlement_id, with_for_update=True)
+    return session.get(MonthlySettlement, settlement_id)
+
+
+def get_by_month(session: Session, month: str) -> MonthlySettlement | None:
+    """按月份取月结行（settlement_month 全表唯一）。"""
+    return session.execute(
+        select(MonthlySettlement).where(MonthlySettlement.settlement_month == month)
+    ).scalar_one_or_none()
+
+
+def add(session: Session, settlement: MonthlySettlement) -> MonthlySettlement:
+    session.add(settlement)
+    session.flush()
+    return settlement
+
+
+def list_settlements(session: Session, query: SettlementQuery) -> list[MonthlySettlement]:
+    return list(
+        session.execute(
+            select(MonthlySettlement)
+            .where(*_filters(query))
+            .order_by(MonthlySettlement.settlement_month.desc())
+            .offset(query.offset)
+            .limit(query.page_size)
+        ).scalars()
+    )
+
+
+def count_settlements(session: Session, query: SettlementQuery) -> int:
+    return int(
+        session.execute(
+            select(func.count()).select_from(MonthlySettlement).where(*_filters(query))
+        ).scalar_one()
+    )
+
+
+def _filters(query: SettlementQuery) -> tuple:
+    filters = []
+    if query.status is not None:
+        filters.append(MonthlySettlement.status == query.status)
+    return tuple(filters)
+
+
+def list_items(session: Session, settlement_id: int) -> list[SettlementItem]:
+    return list(
+        session.execute(
+            select(SettlementItem)
+            .where(SettlementItem.settlement_id == settlement_id)
+            .order_by(SettlementItem.id)
+        ).scalars()
+    )
+
+
+def replace_items(session: Session, settlement_id: int, rows: list[SettlementItem]) -> None:
+    """全量替换明细（先删后 flush 再插，防御写法；不 commit）。"""
+    session.execute(delete_items_stmt(settlement_id))
+    session.flush()
+    for row in rows:
+        row.settlement_id = settlement_id
+        session.add(row)
+    session.flush()
+
+
+def delete_items_stmt(settlement_id: int):
+    from sqlalchemy import delete
+
+    return delete(SettlementItem).where(SettlementItem.settlement_id == settlement_id)
+
+
+def update_ledger_settlement_id(
+    session: Session, ledger_ids: list[int], settlement_id: int
+) -> None:
+    """月结生成时把纳入的台账行回填 settlement_id（append-only 的受控回填）。"""
+    from sqlalchemy import update
+
+    from app.models import PerformanceLedger
+
+    if ledger_ids:
+        session.execute(
+            update(PerformanceLedger)
+            .where(PerformanceLedger.id.in_(ledger_ids))
+            .values(settlement_id=settlement_id)
+        )
+        session.flush()
+
+
+def clear_ledger_settlement_id(session: Session, settlement_id: int) -> None:
+    """重生成前解绑：释放本结算名下台账行的 settlement_id（「未入结」判据复位）。
+
+    草稿/驳回态重新生成时，上一轮回填的行必须重新进入候选集——否则
+    ``settlement_id IS NULL`` 会把它们永久排除，重生成漏算整月工资。
+    """
+    from sqlalchemy import update
+
+    from app.models import PerformanceLedger
+
+    session.execute(
+        update(PerformanceLedger)
+        .where(PerformanceLedger.settlement_id == settlement_id)
+        .values(settlement_id=None)
+    )
+    session.flush()

backend/app/repositories/shipment_repository.py

@@ -0,0 +1,121 @@
+"""发货数据访问：发货单行、明细行与业务号关联引用。
+
+只读写数据并 flush；commit/rollback 与业务异常一律在 service 层。
+
+- 列表与详情统一 join 出 ``business_no``（业务主表 inner join，FK NOT
+  NULL，业务与发货单同存亡）
+- 明细行汇总（sum_item_amount）是发货单 total_amount 重算的唯一数据源，
+  业务级汇总仍收口 business_service._recalc_totals
+"""
+
+from decimal import Decimal
+
+from sqlalchemy import Select, delete, func, select
+from sqlalchemy.orm import Session
+
+from app.models import Business, Receipt, Shipment, ShipmentItem
+from app.schemas.shipment import ShipmentQuery
+
+
+def get_by_id(session: Session, shipment_id: int) -> Shipment | None:
+    """按主键取发货单行（供摘要预取与编辑赋值；不锁行，写保护锚在业务行）。"""
+    return session.get(Shipment, shipment_id)
+
+
+def get_with_business_no(session: Session, shipment_id: int) -> tuple[Shipment, str] | None:
+    """发货单行 + 业务号（DTO 与审计摘要共用）。"""
+    return session.execute(
+        select(Shipment, Business.business_no)
+        .join(Business, Business.id == Shipment.business_id)
+        .where(Shipment.id == shipment_id)
+    ).first()
+
+
+def _apply_filters(stmt: Select, query: ShipmentQuery) -> Select:
+    """发货列表的筛选条件（business_id 空=全量，一期按业务维度查看为主）。"""
+    if query.business_id is not None:
+        stmt = stmt.where(Shipment.business_id == query.business_id)
+    if query.ship_date_from is not None:
+        stmt = stmt.where(Shipment.ship_date >= query.ship_date_from)
+    if query.ship_date_to is not None:
+        stmt = stmt.where(Shipment.ship_date <= query.ship_date_to)
+    return stmt
+
+
+def list_shipments(session: Session, query: ShipmentQuery) -> list[tuple[Shipment, str]]:
+    """分页查询发货单（附业务号），按 id 倒序。"""
+    stmt = _apply_filters(
+        select(Shipment, Business.business_no).join(Business, Business.id == Shipment.business_id),
+        query,
+    )
+    return list(
+        session.execute(
+            stmt.order_by(Shipment.id.desc()).offset(query.offset).limit(query.page_size)
+        ).all()
+    )
+
+
+def count_shipments(session: Session, query: ShipmentQuery) -> int:
+    """发货单总数（筛选条件与列表共用同一 apply_filters，防两侧口径漂移）。"""
+    stmt = _apply_filters(
+        select(func.count())
+        .select_from(Shipment)
+        .join(Business, Business.id == Shipment.business_id),
+        query,
+    )
+    return int(session.execute(stmt).scalar_one())
+
+
+def list_items(session: Session, shipment_id: int) -> list[ShipmentItem]:
+    """发货明细行（详情回显与总金额重算共用）。"""
+    return list(
+        session.execute(
+            select(ShipmentItem)
+            .where(ShipmentItem.shipment_id == shipment_id)
+            .order_by(ShipmentItem.id)
+        ).scalars()
+    )
+
+
+def sum_item_amount(session: Session, shipment_id: int) -> Decimal | None:
+    """明细行金额合计（发货单 total_amount 重算的唯一数据源）。"""
+    return session.execute(
+        select(func.sum(ShipmentItem.amount)).where(ShipmentItem.shipment_id == shipment_id)
+    ).scalar_one()
+
+
+def count_receipt_refs(session: Session, shipment_id: int) -> int:
+    """被回款批次指定的引用数（删除保护依据，receipts.shipment_id）。"""
+    return int(
+        session.execute(
+            select(func.count()).select_from(Receipt).where(Receipt.shipment_id == shipment_id)
+        ).scalar_one()
+    )
+
+
+def create(session: Session, shipment: Shipment) -> Shipment:
+    """新增发货单行。只 flush 以取得自增 id，单号唯一键冲突由 service 兜底。"""
+    session.add(shipment)
+    session.flush()
+    return shipment
+
+
+def replace_items(session: Session, shipment_id: int, rows: list[ShipmentItem]) -> None:
+    """全量替换明细：先删、立即 flush、再插入（business_repository 同款防御写法）。
+
+    同一 flush 中 SQLAlchemy 先处理 INSERT 后处理 DELETE，先删后插不落库
+    会在有唯一键的表上撞键；shipment_items 虽无唯一键，统一按此写法防御。
+    """
+    session.execute(delete(ShipmentItem).where(ShipmentItem.shipment_id == shipment_id))
+    session.flush()
+    for row in rows:
+        row.shipment_id = shipment_id
+        session.add(row)
+    session.flush()
+
+
+def delete_with_items(session: Session, shipment_id: int) -> None:
+    """删除发货单及明细行（按依赖序：明细 → 主表，FK RESTRICT）。"""
+    session.execute(delete(ShipmentItem).where(ShipmentItem.shipment_id == shipment_id))
+    session.execute(delete(Shipment).where(Shipment.id == shipment_id))
+    session.flush()

backend/app/repositories/user_repository.py

@@ -1,14 +1,24 @@
-"""用户与角色数据访问。
+"""用户数据访问（角色相关的读取与维护见 `role_repository`）。
 
 本层只 flush 不 commit —— 事务边界由 services 层控制。
 """
 
 from datetime import datetime
 
-from sqlalchemy import select
-from sqlalchemy.orm import Session
+from sqlalchemy import Select, func, select
+from sqlalchemy.orm import Session, selectinload
 
-from app.models import User
+from app.models import Role, User, UserRole
+from app.repositories.query_utils import fuzzy
+from app.schemas.user import UserQuery
+
+
+def _base_query() -> Select[tuple[User]]:
+    """用户查询基座。
+
+    预加载角色关联，避免列表渲染时逐行查角色（N+1）。
+    """
+    return select(User).options(selectinload(User.user_roles).selectinload(UserRole.role))
 
 
 def get_by_username(session: Session, username: str) -> User | None:
@@ -34,3 +44,94 @@ def touch_last_login(session: Session, user: User, moment: datetime) -> None:
     """更新最后登录时间。只 flush，提交由 service 决定。"""
     user.last_login_time = moment
     session.flush()
+
+
+# ==================== 列表查询 ====================
+
+
+def list_users(session: Session, query: UserQuery) -> list[User]:
+    """分页查询用户列表。
+
+    **按 id 倒序而非 create_time**：create_time 是秒级精度，批量导入的用户
+    可能落在同一秒，按它排序的分页结果不确定 —— 翻页时会出现重复或遗漏。
+    id 是自增主键，天然唯一且与创建顺序一致。
+    """
+    stmt = _base_query()
+    stmt = _apply_filters(stmt, query)
+    if query.role_code:
+        # 按角色筛选需 join 关联表；角色是字典数据，数量极少，join 代价可忽略
+        stmt = stmt.join(UserRole).join(Role).where(Role.role_code == query.role_code)
+    stmt = stmt.order_by(User.id.desc()).offset(query.offset).limit(query.page_size)
+    return list(session.execute(stmt).scalars().unique())
+
+
+def count_users(session: Session, query: UserQuery) -> int:
+    """统计符合条件的用户总数，供分页使用。"""
+    stmt = select(func.count(User.id))
+    stmt = _apply_filters(stmt, query)
+    if query.role_code:
+        stmt = stmt.join(UserRole).join(Role).where(Role.role_code == query.role_code)
+    return int(session.execute(stmt).scalar_one())
+
+
+def _apply_filters(stmt: Select, query: UserQuery) -> Select:
+    """应用通用筛选条件。列表与计数共用，避免两处口径不一致。
+
+    模糊匹配统一走 `query_utils.fuzzy`（转义 LIKE 通配符）—— 用户名普遍
+    含下划线，直接拼接会让 `_` 当单字符通配执行、误配无关账号。
+    """
+    if query.username:
+        stmt = fuzzy(stmt, User.username, query.username)
+    if query.real_name:
+        stmt = fuzzy(stmt, User.real_name, query.real_name)
+    if query.status is not None:
+        stmt = stmt.where(User.status == query.status)
+    return stmt
+
+
+# ==================== 写入 ====================
+
+
+def create(session: Session, user: User) -> User:
+    """新增用户。只 flush 以取得自增 id。"""
+    session.add(user)
+    session.flush()
+    return user
+
+
+def delete(session: Session, user: User) -> None:
+    """物理删除用户。
+
+    本项目对用户采用「删除即禁用」的**业务**约定（见模型注释），
+    但保留物理删除能力供测试清理与误建账号的彻底移除使用。
+    `user_roles` 与 `operation_logs` 的外键分别配置了 CASCADE 与 SET NULL，
+    故不会留下悬挂引用。
+    """
+    session.delete(user)
+    session.flush()
+
+
+# ==================== 角色关联 ====================
+
+
+def replace_roles(session: Session, user: User, roles: list[Role]) -> None:
+    """整体替换用户的角色。
+
+    采用「先清后建」而非逐条比对：角色数量极少（本期仅两个），
+    差异计算的复杂度换不来收益，且整体替换的语义更直白。
+
+    **clear 之后必须立刻 flush 一次**：SQLAlchemy 在同一事务的 flush 中
+    **先处理 INSERT 再处理 DELETE**，若中间不落库，重插与旧集合有交集的
+    (user_id, role_id)（编辑用户时保留既有角色就会发生）会撞
+    `uk_user_roles_user_id_role_id` 唯一键，报 1062。
+
+    **必须经 `user.user_roles` 集合追加，不能用 `session.add(UserRole(...))`**：
+    后者只把对象放进 session，不会同步到关系的已加载集合，于是同一事务内
+    再读 `user.user_roles` 仍是空的 —— 表现为「保存成功，但接口返回的角色
+    列表是 []」。经集合操作时 `user_id` 由关系自动填充，集合也立即反映新状态。
+    """
+    user.user_roles.clear()
+    session.flush()
+    for role in roles:
+        user.user_roles.append(UserRole(role_id=role.id))
+    session.flush()

backend/app/schemas/approval.py

@@ -0,0 +1,80 @@
+"""审批管理的请求/响应模型（2026-10-15 复核审批补充需求）。"""
+
+from datetime import datetime
+from typing import Any, Literal
+
+from pydantic import BaseModel, ConfigDict, Field, model_validator
+
+from app.core.response import PageQuery
+
+
+class ApprovalStepOut(BaseModel):
+    """节点记录（时间线；action=3 自动通过 operator 记「系统」）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    node: int
+    action: int
+    opinion: str | None = None
+    operator_id: int | None = None
+    operator_name: str
+    create_time: datetime
+
+
+class ApprovalOrderOut(BaseModel):
+    """审批单列表行。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    order_no: str
+    order_type: int
+    ref_id: int
+    refer_no: str
+    version_no: int
+    status: int
+    submitter_id: int | None = None
+    submitter_name: str
+    create_time: datetime
+
+
+class ApprovalOrderDetailOut(ApprovalOrderOut):
+    """审批单详情：附节点时间线与审批内容。
+
+    ``content_source`` 语义：``snapshot``=提交时快照（可信）；
+    ``live``=历史单无快照、回退读当前业务内容（仅供参考）；
+    ``missing``=引用对象已不存在且无快照。
+    """
+
+    steps: list[ApprovalStepOut] = Field(default_factory=list)
+    snapshot: dict[str, Any] | None = Field(
+        default=None,
+        description="提交时内容快照（信封：schema_version/order_type/captured_at/data）",
+    )
+    content_source: Literal["snapshot", "live", "missing"] = Field(
+        default="missing", description="审批内容来源：提交时快照/当前内容回退/缺失"
+    )
+
+
+class ApprovalQuery(PageQuery):
+    """审批单列表查询条件。"""
+
+    keyword: str | None = Field(default=None, max_length=32, description="审批单号/引用单号，模糊")
+    status: int | None = Field(default=None, ge=1, le=5, description="状态筛选")
+    order_type: int | None = Field(default=None, ge=1, le=3, description="对象类型筛选")
+
+
+class ApprovalActionIn(BaseModel):
+    """节点动作：1 通过 / 2 驳回（驳回须填意见——空驳无从追溯）。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    action: int = Field(ge=1, le=2, description="1通过 2驳回")
+    opinion: str | None = Field(default=None, max_length=255, description="审批意见")
+
+    @model_validator(mode="after")
+    def _check_opinion(self) -> "ApprovalActionIn":
+        if self.action == 2 and not self.opinion:
+            raise ValueError("驳回必须填写审批意见")
+        return self

backend/app/schemas/business.py

@@ -0,0 +1,407 @@
+"""业务管理的请求/响应模型（需求 2.2.1/2.2.4）。
+
+金额/数量入参出参一律 str（服务层 Decimal/Fraction，全程禁 float）；
+派生值（毛利润额/毛利润率/折算毛利润额）不在写接口入参内 —— 落库列只有
+源数据，派生值由毛利润视图实时计算。
+"""
+
+from datetime import date, datetime
+from decimal import Decimal, InvalidOperation
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator, model_validator
+
+from app.core.constants import (
+    PRODUCT_CATEGORIES,
+    PRODUCT_CATEGORY_MUNICIPAL_WATER,
+    PRODUCT_CATEGORY_RAIL_TRANSIT,
+)
+from app.core.response import PageQuery
+
+# DECIMAL(14,2) 容量上限：整数部分 12 位（同 personnel.py 的金额校验口径）
+AMOUNT_MAX = Decimal("999999999999.99")
+# DECIMAL(14,4) 容量上限：整数部分 10 位
+PRICE_MAX = Decimal("9999999999.9999")
+
+
+def _check_amount(
+    value: str | None,
+    label: str,
+    cap: Decimal,
+    allow_positive_only: bool = False,
+    scale: int = 2,
+) -> str | None:
+    """字符串金额的通用校验：数字/有限/非负/容量/小数位上限。
+
+    小数位超限直接拒绝而非静默舍入 —— 舍入即算错钱（工资系统红线）。
+    ``scale`` 按列口径区分：金额/数量列 DECIMAL(14,2) 为 2；单价类列
+    DECIMAL(14,4) 为 4（回显 "5000.0000" 必须能原样提交，否则任何带
+    精度的历史单价都被编辑端点永远拒收）。
+    """
+    if value is None:
+        return None
+    try:
+        amount = Decimal(value)
+    except InvalidOperation:
+        raise ValueError(f"{label}须为有效数字") from None
+    if not amount.is_finite():
+        raise ValueError(f"{label}须为有效数字")
+    if allow_positive_only:
+        if amount <= 0:
+            raise ValueError(f"{label}必须大于 0")
+    elif amount < 0:
+        raise ValueError(f"{label}不能为负数")
+    if amount > cap:
+        raise ValueError(f"{label}超出可录入上限")
+    if -amount.as_tuple().exponent > scale:
+        raise ValueError(f"{label}最多{'两' if scale == 2 else '四'}位小数")
+    return value
+
+
+class BusinessItemIn(BaseModel):
+    """业务产品明细行（需求 2.2.1「支持添加多种产品，录入指导价」）。
+
+    product_category 保留蛇形：该值与 M1 参数维度值域同源（枚举码本就是
+    蛇形）；其余标识类字段驼峰兼容（snake/驼峰双入，同 customer.py 契约）。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    product_id: int | None = Field(default=None, ge=1, description="产品ID；空=自由录入")
+    product_name: str = Field(min_length=1, max_length=128, description="产品名称")
+    spec_model: str | None = Field(
+        default=None, max_length=128, description="规格型号，空=空串归一"
+    )
+    unit: str | None = Field(default=None, max_length=16, description="计量单位")
+    product_category: str = Field(
+        description="产品类别：municipal_water/rail_transit（行级折算锚点）"
+    )
+    quantity: str = Field(description="数量，>0")
+    sale_price: str | None = Field(default=None, description="销售单价（元）")
+    cost_amount: str | None = Field(
+        default=None, description="成本额（元）；毛利润额 = 销售额 − 成本额"
+    )
+    guided_price: str | None = Field(default=None, description="指导价（元）")
+    remark: str | None = Field(default=None, max_length=255)
+
+    @field_validator("product_category")
+    @classmethod
+    def _check_category(cls, value: str) -> str:
+        if value not in PRODUCT_CATEGORIES:
+            raise ValueError("产品类别不合法")
+        return value
+
+    @field_validator("quantity")
+    @classmethod
+    def _check_quantity(cls, value: str) -> str:
+        return _check_amount(value, "数量", AMOUNT_MAX, allow_positive_only=True) or value
+
+    @field_validator("sale_price", "guided_price")
+    @classmethod
+    def _check_unit_prices(cls, value: str | None) -> str | None:
+        """单价类字段按 DECIMAL(14,4) 口径校验（4 位小数）。"""
+        return _check_amount(value, "单价", PRICE_MAX, scale=4)
+
+    @field_validator("cost_amount")
+    @classmethod
+    def _check_cost(cls, value: str | None) -> str | None:
+        return _check_amount(value, "金额", AMOUNT_MAX)
+
+
+class BusinessItemOut(BaseModel):
+    """业务产品明细行响应。金额/数量一律 str。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    product_id: int | None = None
+    product_name: str
+    spec_model: str | None = None
+    unit: str | None = None
+    product_category: str
+    quantity: str
+    sale_price: str | None = None
+    sale_amount: str
+    cost_amount: str | None = None
+    guided_price: str | None = None
+    remark: str | None = None
+
+
+class BusinessOut(BaseModel):
+    """业务响应（列表与写操作回包共用）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    business_no: str
+    customer_id: int
+    customer_name: str | None = None
+    business_date: date | None = None
+    status: int = 1
+    owner_personnel_id: int | None = None
+    owner_personnel_name: str | None = None
+    assistant_personnel_id: int | None = None
+    assistant_personnel_name: str | None = None
+    is_special: int = 0
+    special_note: str | None = None
+    total_sale_amount: str | None = None
+    total_cost_amount: str | None = None
+    total_ship_amount: str | None = None
+    total_received_amount: str | None = None
+    total_freight_amount: str | None = None
+    remark: str | None = None
+
+
+class SecondaryAllocationIn(BaseModel):
+    """二次分配参与人入参（2026-10-15 补充需求「二次分配方案」）。
+
+    比例**不要求合计 100%**（需求原文）：余额归属待业务澄清（待澄清 #2），
+    服务层仅以 hint 展示合计/余额，不做强制校验。ratio 沿金额红线口径：
+    字符串入参、两位小数、超限拒绝不静默舍入。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    personnel_id: int = Field(ge=1, description="参与业务员ID（personnel.id）")
+    ratio: str = Field(description="分摊比例（0-100，两位小数）")
+
+    @field_validator("ratio")
+    @classmethod
+    def _check_ratio(cls, value: str) -> str:
+        return _check_amount(value, "分摊比例", Decimal("100"), allow_positive_only=True) or value
+
+
+class SecondaryAllocationOut(BaseModel):
+    """二次分配参与人响应（personnel_name 冗余固化，离职后回显有名）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    personnel_id: int
+    personnel_name: str
+    ratio: str
+
+
+class AllocationVersionOut(SecondaryAllocationOut):
+    """方案版本行（含历史；业务详情抽屉回溯用）。"""
+
+    version_no: int
+    is_active: int = Field(description="1当前生效 0历史版本")
+    create_time: datetime
+
+
+def _ensure_allocations_unique(items: list["SecondaryAllocationIn"]) -> None:
+    """同一业务内参与人去重：uk(business_id, personnel_id) 的前置友好提示
+    （让 400 文案说「重复参与人」而不是裸唯一键冲突）。"""
+    seen: set[int] = set()
+    for item in items:
+        if item.personnel_id in seen:
+            raise ValueError(f"二次分配参与人重复：人员ID {item.personnel_id}")
+        seen.add(item.personnel_id)
+
+
+class BusinessDetailOut(BusinessOut):
+    """业务详情：附产品明细行、当前方案与方案版本历史。"""
+
+    items: list[BusinessItemOut] = Field(default_factory=list)
+    secondary_allocations: list[SecondaryAllocationOut] = Field(default_factory=list)
+    allocation_hint: str | None = Field(
+        default=None, description="方案合计与余额提示（余额归属待澄清#2，仅展示）"
+    )
+    allocation_history: list[AllocationVersionOut] = Field(
+        default_factory=list, description="方案全部版本（含历史；被驳回方案亦保留）"
+    )
+
+
+class BusinessCreateIn(BaseModel):
+    """创建业务：主表信息 + 明细行数组（明细 ≥1 行）。
+
+    字段名全线蛇形直出（M1 既有契约：前端 api 封装与 schemas 同名对应，
+    仅分页信封 list/pageNum 驼峰）。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    customer_id: int = Field(ge=1, description="客户ID")
+    business_date: date | None = Field(default=None, description="业务日期，ISO 格式")
+    owner_personnel_id: int | None = Field(
+        default=None, ge=1, description="负责营销人员ID，可空=待指定"
+    )
+    assistant_personnel_id: int | None = Field(default=None, ge=1, description="协助营销人员ID")
+    is_special: int = Field(default=0, ge=0, le=1, description="特殊业务标记：1是 0否")
+    special_note: str | None = Field(default=None, max_length=255, description="特殊业务说明")
+    items: list[BusinessItemIn] = Field(min_length=1, description="产品明细行，至少 1 行")
+    secondary_allocations: list[SecondaryAllocationIn] = Field(
+        default_factory=list, description="二次分配方案（只出现在合同刚建立时；可空）"
+    )
+    remark: str | None = Field(default=None, max_length=255)
+
+    @model_validator(mode="after")
+    def _check_special_note(self) -> "BusinessCreateIn":
+        """特殊业务须有说明：标记的意义就在于可追溯「特殊在哪」。"""
+        if self.is_special == 1 and not self.special_note:
+            raise ValueError("特殊业务必须填写说明")
+        return self
+
+    @model_validator(mode="after")
+    def _check_allocations(self) -> "BusinessCreateIn":
+        _ensure_allocations_unique(self.secondary_allocations)
+        return self
+
+
+class BusinessUpdateIn(BaseModel):
+    """编辑业务（全量替换明细与二次分配方案；归属不在此端点调整，走 /ownership）。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    customer_id: int = Field(ge=1, description="客户ID")
+    business_date: date | None = Field(default=None, description="业务日期，ISO 格式")
+    owner_personnel_id: int | None = Field(
+        default=None,
+        ge=1,
+        description="负责营销人员ID（编辑端点忽略，仅 /ownership 生效）",
+    )
+    assistant_personnel_id: int | None = Field(
+        default=None,
+        ge=1,
+        description="协助营销人员ID（编辑端点忽略）",
+    )
+    is_special: int = Field(default=0, ge=0, le=1, description="特殊业务标记：1是 0否")
+    special_note: str | None = Field(default=None, max_length=255, description="特殊业务说明")
+    items: list[BusinessItemIn] = Field(
+        min_length=1, description="产品明细行，至少 1 行（全量替换）"
+    )
+    secondary_allocations: list[SecondaryAllocationIn] = Field(
+        default_factory=list, description="二次分配方案（全量替换；空数组=清空方案）"
+    )
+    remark: str | None = Field(default=None, max_length=255)
+
+    @model_validator(mode="after")
+    def _check_special_note(self) -> "BusinessUpdateIn":
+        if self.is_special == 1 and not self.special_note:
+            raise ValueError("特殊业务必须填写说明")
+        return self
+
+    @model_validator(mode="after")
+    def _check_allocations(self) -> "BusinessUpdateIn":
+        _ensure_allocations_unique(self.secondary_allocations)
+        return self
+
+
+class BusinessStatusIn(BaseModel):
+    """状态流转：1执行中 → 2已完成 / 3已终止（终态不可再变更）。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    status: int = Field(ge=1, le=3, description="目标状态：2已完成 3已终止")
+    reason: str | None = Field(default=None, max_length=255, description="变更原因（终止时必填）")
+
+    @model_validator(mode="after")
+    def _check_reason(self) -> "BusinessStatusIn":
+        if self.status == 3 and not self.reason:
+            raise ValueError("终止业务必须填写原因")
+        return self
+
+
+class BusinessOwnershipIn(BaseModel):
+    """业务归属变更（负责/协助；前后值写入留痕）。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    new_owner_personnel_id: int | None = Field(default=None, ge=1)
+    new_assistant_personnel_id: int | None = Field(default=None, ge=1)
+    reason: str | None = Field(default=None, max_length=255)
+
+
+class BusinessQuery(PageQuery):
+    """业务列表查询条件（筛选参数驼峰 alias，customer.py 同款契约）。"""
+
+    keyword: str | None = Field(default=None, max_length=32, description="业务编号/公司名称，模糊")
+    status: int | None = Field(default=None, ge=1, le=3, description="状态筛选")
+    customer_id: int | None = Field(default=None, ge=1, description="客户筛选")
+    owner_personnel_id: int | None = Field(default=None, ge=1, description="负责营销人员筛选")
+    date_from: date | None = Field(default=None, description="业务日期起（含）")
+    date_to: date | None = Field(default=None, description="业务日期止（含）")
+
+
+class GrossProfitRowOut(BaseModel):
+    """毛利润视图行：行级源数据 + 派生值（实时计算，不落库）。"""
+
+    item_id: int
+    product_category: str
+    product_name: str
+    spec_model: str | None = None
+    quantity: str
+    sale_amount: str
+    cost_amount: str | None = None
+    """成本缺失（未录入）时为 None，派生列同为 None 并置 missing_reason"""
+    profit_amount: str | None = None
+    profit_rate: str | None = None
+    threshold: str
+    converted_profit: str | None = None
+    missing_reason: str | None = None
+
+
+class GrossProfitCategoryOut(BaseModel):
+    """按产品类别的毛利润汇总（可计算行聚合；成本缺失行不计入）。"""
+
+    product_category: str
+    sale_amount: str
+    cost_amount: str
+    profit_amount: str
+    profit_rate: str
+    threshold: str
+    converted_profit: str
+
+
+class GrossProfitOut(BaseModel):
+    """毛利润数据视图（需求 2.2.4）：行级 + 类别汇总。
+
+    口径注释（前端须展示）：毛利润率 = 毛利润额 / 销售额，**不含运费**
+    （对照表 #2 作废需规含运费公式）；阈值按 asOf 取 M1 参数快照；M3 核算
+    实际按回款到账日取参，本视图默认今日仅供录入期核对。
+    """
+
+    business_id: int
+    as_of: date
+    rows: list[GrossProfitRowOut] = Field(default_factory=list)
+    categories: list[GrossProfitCategoryOut] = Field(default_factory=list)
+    missing_count: int = 0
+    note: str = "毛利润率与折算额不含运费；M3 核算按回款到账日取参数版本"
+
+
+class OwnershipChangeLogOut(BaseModel):
+    """业务归属变更留痕（人员删除后姓名为 None，固化 ID 兜底可追溯）。"""
+
+    id: int
+    business_id: int
+    old_owner_personnel_id: int | None = None
+    new_owner_personnel_id: int | None = None
+    old_assistant_personnel_id: int | None = None
+    new_assistant_personnel_id: int | None = None
+    old_owner_name: str | None = None
+    new_owner_name: str | None = None
+    change_reason: str | None = None
+    operator_id: int | None = None
+    operator_name: str
+    create_time: datetime
+
+
+class BusinessStatusLogOut(BaseModel):
+    """业务状态流转记录（详情页时间线；创建首条 old=new=1）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    business_id: int
+    old_status: int
+    new_status: int
+    change_reason: str | None = None
+    operator_id: int | None = None
+    operator_name: str
+    create_time: datetime
+
+
+# 供 schema 外部引用的两类别常量（类别汇总展示用）
+CATEGORY_LABELS = {
+    PRODUCT_CATEGORY_MUNICIPAL_WATER: "市政水利",
+    PRODUCT_CATEGORY_RAIL_TRANSIT: "轨道交通",
+}

backend/app/schemas/business_role.py

@@ -0,0 +1,103 @@
+"""业务岗位角色的请求/响应模型。"""
+
+import re
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+from app.core.response import PageQuery
+
+# 岗位编码规则与系统角色一致：小写字母开头，后接小写字母/数字/下划线，长度 2–32。
+# 编码会作为参数维度值（param_values.dimension_value）与核算模板绑定的锚点，
+# 保持单一风格避免大小写/全角混用造成对照困难
+BUSINESS_ROLE_CODE_PATTERN = re.compile(r"^[a-z][a-z0-9_]{1,31}$")
+
+
+class BusinessRoleOut(BaseModel):
+    """岗位响应（列表与详情共用）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    role_code: str
+    role_name: str
+    calc_template: str
+    description: str | None = None
+    sort_order: int = 0
+    status: int = 1
+    is_builtin: int = 0
+
+
+class BusinessRoleOptionOut(BaseModel):
+    """岗位下拉选项（人员档案与报表筛选共用）。
+
+    与 ``BusinessRoleOut`` 分开：下拉只需渲染用的最小字段集，不必顺带
+    暴露计提模板等管理字段。字段名直出蛇形（前端按同名取值）。
+    """
+
+    id: int = Field(description="岗位ID")
+    role_code: str = Field(description="岗位编码")
+    role_name: str = Field(description="岗位名称")
+    status: int = Field(description="状态：1启用 0禁用")
+
+
+class TemplateParamOut(BaseModel):
+    """模板声明的参数（供岗位表单展示，含当前口径说明）。"""
+
+    code: str
+    name: str
+
+
+class TemplateOptionOut(BaseModel):
+    """公式模板下拉项。"""
+
+    code: str
+    name: str
+    description: str
+    params: list[TemplateParamOut]
+
+
+class BusinessRoleCreateIn(BaseModel):
+    """新增岗位。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    role_code: str = Field(min_length=2, max_length=32, description="岗位编码，创建后不可修改")
+    role_name: str = Field(min_length=1, max_length=64, description="岗位名称")
+    calc_template: str = Field(min_length=1, max_length=32, description="计提公式模板编码")
+    description: str | None = Field(default=None, max_length=255)
+    sort_order: int = Field(default=0, ge=0, description="显示排序，越小越靠前")
+
+    @field_validator("role_code")
+    @classmethod
+    def _check_code(cls, value: str) -> str:
+        if not BUSINESS_ROLE_CODE_PATTERN.match(value):
+            raise ValueError("岗位编码须以小写字母开头，仅可含小写字母、数字与下划线")
+        return value
+
+
+class BusinessRoleUpdateIn(BaseModel):
+    """编辑岗位。
+
+    **不含 role_code** —— 编码是参数维度值与模板绑定的锚点（同系统角色的保护理由）。
+    前端表单全量提交，故为全量替换语义。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    role_name: str = Field(min_length=1, max_length=64, description="岗位名称")
+    calc_template: str = Field(min_length=1, max_length=32, description="计提公式模板编码")
+    description: str | None = Field(default=None, max_length=255)
+    sort_order: int = Field(default=0, ge=0, description="显示排序，越小越靠前")
+
+
+class BusinessRoleStatusIn(BaseModel):
+    """启用/禁用岗位。"""
+
+    status: int = Field(ge=0, le=1, description="1启用 0禁用")
+
+
+class BusinessRoleQuery(PageQuery):
+    """岗位列表查询条件。"""
+
+    keyword: str | None = Field(default=None, max_length=64, description="编码或名称，模糊匹配")
+    status: int | None = Field(default=None, ge=0, le=1, description="状态筛选")

backend/app/schemas/calc.py

@@ -0,0 +1,62 @@
+"""绩效核算的请求/响应模型（M3 ④）。"""
+
+from datetime import date, datetime
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field
+
+from app.core.response import PageQuery
+
+
+class LedgerQuery(PageQuery):
+    """台账列表查询条件。"""
+
+    settlement_month: str | None = Field(default=None, max_length=7, description="归属月 YYYY-MM")
+    personnel_id: int | None = Field(default=None, ge=1, description="归属人员筛选")
+    business_id: int | None = Field(default=None, ge=1, description="业务筛选")
+    is_active: int | None = Field(default=None, ge=0, le=1, description="生效标记筛选")
+    calc_type: int | None = Field(default=None, ge=1, le=2, description="核算类型筛选")
+
+
+class LedgerOut(BaseModel):
+    """台账行响应（金额/比例一律 str）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    receipt_id: int | None = None
+    calc_version: int
+    is_active: int
+    calc_type: int
+    business_id: int
+    business_no: str
+    personnel_id: int
+    personnel_name: str
+    role_code: str
+    customer_type: str
+    product_category: str
+    ship_date: date | None = None
+    receipt_date: date
+    payment_days: int | None = None
+    rate_text: str
+    converted_profit: Decimal | None = None
+    performance_amount: Decimal | None = None
+    barter_applied: int
+    weight_r: int | None = None
+    payment_weight: Decimal | None = None
+    payable_amount: Decimal | None = None
+    settlement_month: str
+    is_probation: int
+    missing_cost: int
+    snapshot_json: dict | None = None
+    settlement_id: int | None = None
+    calc_reason: str | None = None
+    create_time: datetime
+
+
+class CalcReceiptOut(BaseModel):
+    """单笔核算结果：台账行 + 重复计提标记（核算粒度 #25 一期口径）。"""
+
+    ledger: LedgerOut
+    #: True=该业务此前已核算过，本笔回款仅登记进度、未重复计提（#25 一期口径）
+    repeated: bool = False

backend/app/schemas/customer.py

@@ -0,0 +1,157 @@
+"""客户管理的请求/响应模型（需求 2.1.3）。"""
+
+from datetime import datetime
+from typing import Literal
+
+from pydantic import BaseModel, ConfigDict, Field
+
+from app.core.response import PageQuery
+
+
+class CustomerOut(BaseModel):
+    """客户响应（列表、详情与写操作回包共用）。
+
+    owner_personnel_name 由 LEFT JOIN 带出：归属人员不可考（被物理删除的
+    脏数据）时为 null，owner_personnel_id 仍返回原值供追溯 —— 与归属留痕
+    「ID 固化、姓名随联表」同一口径。
+    """
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    company_name: str
+    owner_name: str
+    contact_person: str | None = None
+    contact_phone: str | None = None
+    address: str | None = None
+    industry: str | None = None
+    customer_type: str
+    owner_personnel_id: int | None = None
+    owner_personnel_name: str | None = None
+    remark: str | None = None
+    rating_score: int | None = None
+    rating_time: datetime | None = None
+
+
+class CustomerCreateIn(BaseModel):
+    """新增客户。
+
+    owner_personnel_id 为**初始归属**，可空（客户先建档、后派归属也合法）；
+    归属的后续调整不走本模型，统一走 ``PUT /{id}/ownership``（见
+    ``CustomerUpdateIn`` 的说明）。字段名蛇形直出（M1 契约：前端 api 封装
+    与 schema 同名对应，仅分页信封 list/pageNum 驼峰）。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    company_name: str = Field(min_length=1, max_length=128, description="公司名称")
+    owner_name: str = Field(
+        min_length=1,
+        max_length=64,
+        description="客户负责人姓名（客户公司的负责人人名，非系统内营销人员）",
+    )
+    contact_person: str | None = Field(default=None, max_length=64, description="联系人")
+    contact_phone: str | None = Field(default=None, max_length=20, description="联系电话")
+    address: str | None = Field(default=None, max_length=255, description="地址")
+    industry: str | None = Field(default=None, max_length=64, description="所属行业")
+    customer_type: str = Field(
+        min_length=1,
+        max_length=32,
+        description="客户分类：personal个人户 manager_personal经理个人户 enterprise企业户",
+    )
+    owner_personnel_id: int | None = Field(
+        default=None,
+        ge=1,
+        description="归属负责营销人员ID（初始归属，可空）",
+    )
+    remark: str | None = Field(default=None, max_length=255, description="备注")
+
+
+class CustomerUpdateIn(BaseModel):
+    """编辑客户（全量替换，前端表单全量提交）。
+
+    **不含 owner_personnel_id** —— 归属调整统一走 ``PUT /{id}/ownership``，
+    只有那条路径才写归属变更留痕。若在本端点放开该字段，会出现「改了归属
+    却无留痕」的旁路，破坏留痕的 append-only 完整性；编辑表单即使提交
+    ownerPersonnelId，pydantic 默认忽略未声明字段，归属以归属端点为准。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    company_name: str = Field(min_length=1, max_length=128, description="公司名称")
+    owner_name: str = Field(min_length=1, max_length=64, description="客户负责人姓名")
+    contact_person: str | None = Field(default=None, max_length=64, description="联系人")
+    contact_phone: str | None = Field(default=None, max_length=20, description="联系电话")
+    address: str | None = Field(default=None, max_length=255, description="地址")
+    industry: str | None = Field(default=None, max_length=64, description="所属行业")
+    customer_type: str = Field(
+        min_length=1,
+        max_length=32,
+        description="客户分类：personal个人户 manager_personal经理个人户 enterprise企业户",
+    )
+    remark: str | None = Field(default=None, max_length=255, description="备注")
+
+
+class CustomerQuery(PageQuery):
+    """客户列表查询条件（字段名蛇形直出，与前端 api 封装同名对应）。
+
+    排序用 ``Literal`` 白名单而不是自由字符串：``order_by`` 直接拼进
+    ``ORDER BY``，自由值等于把注入面开到排序键上；客户列表只有两个
+    有意义的排序键，白名单足够。
+    """
+
+    keyword: str | None = Field(
+        default=None, max_length=64, description="公司名称或客户负责人，模糊匹配"
+    )
+    customer_type: str | None = Field(default=None, max_length=32, description="客户分类筛选")
+    owner_personnel_id: int | None = Field(default=None, ge=1, description="归属人员ID筛选")
+    order_by: Literal["id", "rating_score"] = Field(
+        default="id", description="排序键：id 建档序 / rating_score 评级总分"
+    )
+    order: Literal["asc", "desc"] = Field(default="desc", description="排序方向")
+
+
+class CustomerRatingIn(BaseModel):
+    """保存客户评级入参（评级计算器「保存评分」）。
+
+    score 是五项之和的整数（0-100）；五项明细不落库（评级记录只存总分，
+    见对照表 #25 的定位：评分是档案属性而非审计事件）。
+    """
+
+    score: int = Field(ge=0, le=100, description="评级总分（0-100 整数）")
+
+
+class CustomerOwnershipIn(BaseModel):
+    """归属变更入参。
+
+    new_owner_personnel_id 可空：null 表示清空归属（客户暂无负责人也合法）。
+    """
+
+    new_owner_personnel_id: int | None = Field(
+        default=None,
+        ge=1,
+        description="变更后归属人员ID，null=清空归属",
+    )
+    reason: str | None = Field(default=None, max_length=255, description="变更原因")
+
+
+class OwnershipChangeLogOut(BaseModel):
+    """归属变更留痕响应。
+
+    新旧归属人员姓名由 LEFT JOIN 带出，人员被删除后为 null；固化的
+    ``*_personnel_id`` 始终原样返回 —— 留痕表对人员 ID 无外键固化
+    （见 `models/customer.py` 的论证），姓名可随人员消失，ID 不可。
+    """
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    customer_id: int
+    old_owner_personnel_id: int | None = None
+    new_owner_personnel_id: int | None = None
+    old_owner_name: str | None = None
+    new_owner_name: str | None = None
+    change_reason: str | None = None
+    operator_id: int | None = None
+    operator_name: str
+    create_time: datetime

backend/app/schemas/dashboard.py

@@ -0,0 +1,163 @@
+"""工作台的请求/响应模型（M4 ⑧）。
+
+聚合端点一次返回三区块（前端一次请求渲染整页，避免多次往返）：
+经营绩效总览 / 待办事项 / 风险预警。金额一律 Decimal
+（序列化为字符串），前端不做数值运算。
+
+**最近动态独立成分页端点**：它可能有很长（操作日志全量），塞进聚合
+响应既撑爆页面又只能截断前 20 条；拆开后翻页只重取这张列表，不必
+重算总览/待办/预警。列表与模块筛选项同源返回（一次请求给全）。
+
+待办与预警为**查询时实时派生**（不落库、不引调度器，见计划决策）；
+⑥ T+ 同步未建前，同步相关条目用 `sync_available=false` 显式降级，
+不返回伪造的 0 条。
+"""
+
+from datetime import date, datetime
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field
+
+from app.core.response import PageQuery
+
+
+class TrendPoint(BaseModel):
+    """近 6 个月趋势点（绩效按台账归属月，回款按到账月）。"""
+
+    month: str
+    performance_total: Decimal | None = None
+    receipt_total: Decimal | None = None
+
+
+class SettlementBrief(BaseModel):
+    """当月月结状态（工作台总览角标）。"""
+
+    exists: bool = False
+    status: int | None = Field(default=None, description="1草稿 2待审批 3已审定 4已驳回")
+    total_performance: Decimal | None = None
+    total_payable: Decimal | None = None
+    locked_at: datetime | None = None
+
+
+class OverviewBlock(BaseModel):
+    """经营绩效总览（FR-033）：口径与台账/月结一致。"""
+
+    month: str
+    performance_total: Decimal | None = Field(default=None, description="当月单笔绩效合计")
+    payable_total: Decimal | None = Field(default=None, description="当月应付绩效合计")
+    person_count: int = Field(default=0, description="当月有台账的人员数（拆行去重）")
+    team_count: int = Field(default=0, description="在职营销经理数（团队数）")
+    settlement: SettlementBrief
+    trend: list[TrendPoint] = Field(default_factory=list, description="近 6 个月")
+    note: str = Field(default="", description="口径说明（页面展示）")
+
+
+class ApprovalTodoItem(BaseModel):
+    """待审批条目。"""
+
+    order_id: int
+    order_no: str
+    order_type: int
+    submitter_name: str | None = None
+    create_time: datetime
+
+
+class ReceiptTodoItem(BaseModel):
+    """回款未指定发货批次条目。"""
+
+    receipt_id: int
+    receipt_batch_no: str
+    business_id: int
+    business_no: str | None = None
+    amount: Decimal
+    receipt_date: date
+
+
+class TodoBlock(BaseModel):
+    """待办事项（FR-034，澄清 #11 起步范围）。"""
+
+    pending_approval_total: int = 0
+    pending_approvals: list[ApprovalTodoItem] = Field(default_factory=list)
+    unassigned_receipt_total: int = 0
+    unassigned_receipts: list[ReceiptTodoItem] = Field(default_factory=list)
+    sync_available: bool = Field(default=False, description="⑥ 同步模块是否已启用")
+    sync_failure_total: int = 0
+
+
+class WarningItem(BaseModel):
+    """风险预警条目（实时派生，不改变业务数据）。"""
+
+    code: str = Field(description="规则编码：receipt_overdue / approval_timeout")
+    level: str = Field(description="级别：warning / danger")
+    object_type: str
+    object_id: int
+    title: str
+    detail: str
+    suggest: str
+    link: str | None = Field(default=None, description="前端跳转路径")
+
+
+class WarningBlock(BaseModel):
+    """风险预警（FR-035，首批两条可算规则；同步规则待 ⑥）。"""
+
+    enabled: bool = True
+    receipt_overdue_days: int = 90
+    approval_timeout_days: int = 3
+    items: list[WarningItem] = Field(default_factory=list)
+    total: int = Field(default=0, description="全部规则命中总数（items 仅为展示上限内的子集）")
+    receipt_overdue_total: int = 0
+    approval_timeout_total: int = 0
+    sync_available: bool = False
+
+
+class ActivityItem(BaseModel):
+    """最近动态条目（来源 operation_logs，只读聚合）。"""
+
+    id: int
+    module: str
+    action: str
+    summary: str
+    username: str | None = None
+    success: int
+    create_time: datetime
+
+
+class ActivityQuery(PageQuery):
+    """最近动态查询条件：分页 + 模块筛选。
+
+    只支持模块筛选（工作台只需要这一个维度）；其余筛选项见日志查询页。
+    """
+
+    module: str | None = Field(default=None, max_length=64, description="模块，精确匹配")
+
+
+class ActivityPageOut(BaseModel):
+    """最近动态分页结果：当前页 + 总数 + 模块筛选项。
+
+    分页字段名沿用全站规范（list/total/pageNum/pageSize），与
+    `PageResult` 同形；额外带 `modules`（全量模块名），
+    供前端模块下拉使用 —— 不随当前页变化，避免翻页后选项增减。
+    """
+
+    model_config = ConfigDict(populate_by_name=True)
+
+    records: list[ActivityItem] = Field(
+        default_factory=list, alias="list", serialization_alias="list", description="当前页数据"
+    )
+    total: int = Field(default=0, description="总记录数")
+    page_num: int = Field(
+        default=1, alias="pageNum", serialization_alias="pageNum", description="当前页码"
+    )
+    page_size: int = Field(
+        default=10, alias="pageSize", serialization_alias="pageSize", description="每页条数"
+    )
+    modules: list[str] = Field(default_factory=list, description="全部模块名（筛选项）")
+
+
+class DashboardOut(BaseModel):
+    """工作台三区块一次性响应（最近动态走独立分页端点）。"""
+
+    month: str
+    overview: OverviewBlock
+    todos: TodoBlock
+    warnings: WarningBlock

backend/app/schemas/log.py

@@ -0,0 +1,105 @@
+"""日志查询的请求/响应模型。
+
+操作日志与登录日志字段不同（前者含模块/操作/请求详情，后者含失败原因），
+故各自定义 Query 与 Out，仅共用「用户名 + 结果 + 时间范围」的筛选基类。
+"""
+
+from datetime import datetime
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator, model_validator
+
+from app.core.response import PageQuery
+
+
+class LogQueryBase(PageQuery):
+    """日志公共查询条件：模糊用户名 + 结果 + 时间范围。"""
+
+    username: str | None = Field(default=None, max_length=64, description="用户名，模糊匹配")
+    success: int | None = Field(default=None, ge=0, le=1, description="1成功 0失败")
+    start_time: datetime | None = Field(default=None, description="起始时间（含）")
+    end_time: datetime | None = Field(default=None, description="结束时间（含）")
+
+    @field_validator("start_time", "end_time")
+    @classmethod
+    def _to_local_naive(cls, value: datetime | None) -> datetime | None:
+        """统一为本地时区的 naive 时间。
+
+        库列存本地时间（容器 TZ=Asia/Shanghai），而 API 接受 ISO 8601
+        （可带 ``Z`` 等时区后缀）。不归一时有两种故障：aware 与 naive
+        混用比较抛 TypeError（穿透成 500）；aware 直接透传给驱动会
+        **静默丢弃偏移**（查询窗口整体偏 8 小时且无任何提示）。
+        aware 先转系统本地时区、再摘除 tzinfo 是唯一正确姿势；
+        naive 视为本地时间原样保留。
+        """
+        if value is not None and value.tzinfo is not None:
+            return value.astimezone().replace(tzinfo=None)
+        return value
+
+    @model_validator(mode="after")
+    def _check_time_range(self) -> "LogQueryBase":
+        if self.start_time and self.end_time and self.start_time > self.end_time:
+            raise ValueError("起始时间不能晚于结束时间")
+        return self
+
+
+class OperationLogQuery(LogQueryBase):
+    """操作日志查询条件。"""
+
+    module: str | None = Field(default=None, max_length=64, description="所属模块，精确匹配")
+    action: str | None = Field(default=None, max_length=32, description="操作类型，精确匹配")
+
+
+class OperationLogOut(BaseModel):
+    """操作日志列表项。
+
+    **不含 request_data**（TEXT，单行最大 60000 字节）：列表页默认不展示它，
+    随列表返回会让翻页负担随日志表增长线性放大；展开详情走
+    `GET /operation-logs/{id}`（`OperationLogDetailOut`），前端按需加载。
+    """
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    user_id: int | None = None
+    username: str
+    module: str
+    action: str
+    summary: str
+    method: str | None = None
+    path: str | None = None
+    ip: str | None = None
+    user_agent: str | None = None
+    success: int = 0
+    error_message: str | None = None
+    duration_ms: int | None = None
+    create_time: datetime | None = None
+
+
+class OperationLogDetailOut(OperationLogOut):
+    """操作日志详情：列表字段 + 请求参数。
+
+    `request_data` 入库时已经结构化 + 文本两层脱敏，可直接展示。
+    """
+
+    request_data: str | None = None
+
+
+class LoginLogQuery(LogQueryBase):
+    """登录日志查询条件。"""
+
+    ip: str | None = Field(default=None, max_length=45, description="客户端IP，精确匹配")
+
+
+class LoginLogOut(BaseModel):
+    """登录日志响应。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    user_id: int | None = None
+    username: str
+    ip: str | None = None
+    user_agent: str | None = None
+    success: int = 0
+    fail_reason: str | None = None
+    create_time: datetime | None = None

backend/app/schemas/param.py

@@ -0,0 +1,238 @@
+"""计提参数管理的请求/响应模型。
+
+字段命名与 user/role 一致采用蛇形直出（前端 TS 接口同构）。
+金额类入参用字符串承载（Decimal 解析），杜绝 float 精度损失。
+"""
+
+from datetime import date, datetime
+from decimal import Decimal, InvalidOperation
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator, model_validator
+
+from app.core.response import PageQuery
+
+
+def _parse_amount(value: str, *, field_name: str, allow_negative: bool) -> str:
+    """金额字符串校验：必须可被 Decimal 解析；默认拒绝负数（毛利润额除外）。"""
+    try:
+        amount = Decimal(value.strip())
+    except InvalidOperation as exc:
+        raise ValueError(f"{field_name}必须是有效数字：{value}") from exc
+    if not amount.is_finite():
+        # 'NaN' 的比较会抛 InvalidOperation、'Infinity' 会在后续计算抛溢出，均须在入口拦下
+        raise ValueError(f"{field_name}必须为有限数字：{value}")
+    if not allow_negative and amount < 0:
+        raise ValueError(f"{field_name}不得为负数：{value}")
+    return value
+
+
+class ParamDimensionValueOut(BaseModel):
+    """某参数单个维度的当前生效值。"""
+
+    dimension_value: str
+    value_text: str
+    effective_date: date | None = None
+
+
+class ParamCatalogItemOut(BaseModel):
+    """参数目录项：定义元数据 + 各维度截至查询时点的生效值。"""
+
+    param_code: str
+    param_name: str
+    param_group: str
+    value_type: str
+    unit: str | None = None
+    dimension_type: str
+    options: list[str] = Field(default_factory=list)
+    default_value: str | None = None
+    value_min: str | None = None
+    value_max: str | None = None
+    description: str | None = None
+    values: list[ParamDimensionValueOut] = Field(default_factory=list)
+
+
+class ParamHistoryOut(BaseModel):
+    """单参数的版本历史条目（append-only 留痕）。"""
+
+    version_no: str
+    dimension_value: str
+    old_value_text: str | None = None
+    value_text: str
+    effective_date: date
+    operator_name: str
+    create_time: datetime
+
+
+class ParamChangeItemIn(BaseModel):
+    """变更条目：参数 + 维度 + 新值。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    param_code: str = Field(min_length=1, max_length=64)
+    dimension_value: str = Field(default="", max_length=32)
+    value: str = Field(min_length=1, max_length=64)
+
+
+class ParamChangeIn(BaseModel):
+    """提交变更批次。
+
+    change_type=1 立即生效（生效日期取今日）；change_type=2 指定日期生效，
+    生效日期必填且不得早于今日（过去没有「预约」的意义，历史回溯走重算授权）。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    change_type: int = Field(ge=1, le=2, description="生效方式：1立即生效 2指定日期生效")
+    effective_date: date | None = Field(default=None, description="指定日期生效时必填")
+    remark: str | None = Field(default=None, max_length=255)
+    items: list[ParamChangeItemIn] = Field(min_length=1, max_length=50)
+
+    @model_validator(mode="after")
+    def _check_effective_date(self) -> "ParamChangeIn":
+        if self.change_type == 2 and self.effective_date is None:
+            raise ValueError("指定日期生效时必须提供生效日期")
+        return self
+
+
+class ParamChangeBatchOut(BaseModel):
+    """变更批次（提交/撤回/列表共用）。"""
+
+    id: int
+    version_no: str
+    effective_date: date
+    change_type: int
+    remark: str | None = None
+    operator_name: str
+    item_count: int
+    create_time: datetime
+
+
+class ParamBatchItemOut(BaseModel):
+    """批次明细条目（旧值 → 新值）。"""
+
+    param_code: str
+    param_name: str
+    dimension_value: str
+    old_value_text: str | None = None
+    value_text: str
+    effective_date: date
+
+
+class ParamBatchOut(BaseModel):
+    """变更批次（列表项）。"""
+
+    id: int
+    version_no: str
+    effective_date: date
+    change_type: int
+    remark: str | None = None
+    operator_name: str
+    item_count: int
+    create_time: datetime
+
+
+class ParamBatchDetailOut(BaseModel):
+    """批次明细：批次头 + 逐项变更。"""
+
+    id: int
+    version_no: str
+    effective_date: date
+    change_type: int
+    remark: str | None = None
+    operator_name: str
+    item_count: int
+    create_time: datetime
+    items: list[ParamBatchItemOut] = Field(default_factory=list)
+
+
+class ParamDiffOut(BaseModel):
+    """两日期快照对比项（全量参数，changed 标记是否变化）。"""
+
+    param_code: str
+    param_name: str
+    param_group: str
+    dimension_value: str
+    old_value: str | None = None
+    new_value: str | None = None
+    changed: bool
+
+
+class ParamPreviewIn(BaseModel):
+    """计算预览入参。金额用字符串承载，Decimal 解析。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    business_role: str | None = Field(
+        default=None, max_length=32, description="岗位编码，如 salesperson"
+    )
+    customer_type: str | None = Field(
+        default=None, max_length=32, description="客户类型：personal个人户 enterprise企业户"
+    )
+    product_category: str | None = Field(
+        default=None, max_length=32, description="产品类别：municipal_water/rail_transit"
+    )
+    ship_date: date = Field(description="发货日")
+    receipt_date: date = Field(description="回款到账日")
+    revenue: str = Field(min_length=1, description="销售额（不含运费）")
+    profit: str = Field(min_length=1, description="毛利润额（可为负）")
+    received_amount: str = Field(min_length=1, description="本笔回款金额")
+    barter: bool = Field(default=False, description="是否以物抵顶")
+    probation: bool = Field(default=False, description="是否试用期")
+
+    @field_validator("revenue", "received_amount")
+    @classmethod
+    def _check_non_negative(cls, value: str, info) -> str:
+        return _parse_amount(value, field_name=info.field_name, allow_negative=False)
+
+    @field_validator("profit")
+    @classmethod
+    def _check_profit(cls, value: str, info) -> str:
+        return _parse_amount(value, field_name=info.field_name, allow_negative=True)
+
+    @model_validator(mode="after")
+    def _check_dates(self) -> "ParamPreviewIn":
+        if self.receipt_date < self.ship_date:
+            raise ValueError("回款到账日不得早于发货日")
+        return self
+
+
+class ParamUsedOut(BaseModel):
+    """预览实际用到的参数（对账透明：取值与生效时点）。"""
+
+    param_code: str
+    value_text: str
+    effective_date: date | None = None
+
+
+class ParamPreviewOut(BaseModel):
+    """计算预览出参。分数串（如 97/10000）为精确值，金额为 Decimal 串。"""
+
+    payment_days: int
+    rate: str
+    rate_text: str
+    profit_rate: str
+    converted_profit: str
+    performance_amount: str
+    barter_applied: bool
+    performance_after_barter: str | None = None
+    start_payment_ok: bool
+    payment_weight_r: int
+    payment_weight: str
+    payable_amount: str
+    probation_note: str | None = None
+    params_used: list[ParamUsedOut] = Field(default_factory=list)
+
+
+class ParamBatchQuery(PageQuery):
+    """变更记录查询条件。"""
+
+    start_date: date | None = Field(default=None, description="生效日期起（含）")
+    end_date: date | None = Field(default=None, description="生效日期止（含）")
+
+
+class ParamHistoryQuery(PageQuery):
+    """参数历史查询条件。"""
+
+    dimension_value: str | None = Field(
+        default=None, max_length=32, description="按维度值筛选，空为全部"
+    )

backend/app/schemas/personnel.py

@@ -0,0 +1,149 @@
+"""营销人员的请求/响应模型（需求 2.1.1）。"""
+
+from datetime import date
+from decimal import Decimal, InvalidOperation
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+from app.core.response import PageQuery
+
+# salary_standard 列为 Numeric(12,2)：整数部分最多 10 位。
+# 工资系统金额红线——入参出参一律 str，服务层转 Decimal，全程不经 float
+SALARY_MAX = Decimal("9999999999.99")
+
+
+class PersonnelRegionOut(BaseModel):
+    """辐射区域条目响应。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    region_name: str
+    remark: str | None = None
+
+
+class PersonnelPlanOut(BaseModel):
+    """拓展计划条目响应。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    plan_period: str
+    plan_content: str
+    target_desc: str | None = None
+
+
+class PersonnelOut(BaseModel):
+    """人员响应（列表与写操作回包共用）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    personnel_name: str
+    business_role_id: int
+    role_name: str | None = None
+    manager_id: int | None = None
+    manager_name: str | None = None
+    phone: str | None = None
+    hire_date: date | None = None
+    is_probation: int = 0
+    salary_standard: str | None = None
+    status: int = 1
+    remark: str | None = None
+
+
+class PersonnelDetailOut(PersonnelOut):
+    """人员详情：附区域与拓展计划，供编辑抽屉一次回显。"""
+
+    regions: list[PersonnelRegionOut] = Field(default_factory=list)
+    plans: list[PersonnelPlanOut] = Field(default_factory=list)
+
+
+class PersonnelCreateIn(BaseModel):
+    """新增人员。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    personnel_name: str = Field(min_length=1, max_length=64, description="姓名")
+    business_role_id: int = Field(ge=1, description="岗位角色ID")
+    manager_id: int | None = Field(default=None, ge=1, description="直属营销经理ID，空=无")
+    phone: str | None = Field(default=None, max_length=20, description="联系电话")
+    hire_date: date | None = Field(default=None, description="入职日期，ISO 格式")
+    is_probation: int = Field(default=0, ge=0, le=1, description="是否试用期：1是 0否")
+    salary_standard: str | None = Field(
+        default=None, description="月工资标准（元），字符串形式的数字"
+    )
+    remark: str | None = Field(default=None, max_length=255)
+
+    @field_validator("salary_standard")
+    @classmethod
+    def _check_salary_standard(cls, value: str | None) -> str | None:
+        """按 Numeric(12,2) 的容量校验字符串金额。
+
+        金额以字符串进出避免 float 精度损失（项目金额红线）；
+        小数位超过两位直接拒绝而非静默舍入——舍入即算错钱。
+        """
+        if value is None:
+            return None
+        try:
+            amount = Decimal(value)
+        except InvalidOperation:
+            raise ValueError("工资标准须为有效数字") from None
+        if not amount.is_finite():
+            raise ValueError("工资标准须为有效数字")
+        if amount < 0:
+            raise ValueError("工资标准不能为负数")
+        if amount > SALARY_MAX:
+            raise ValueError("工资标准超出可录入上限")
+        if -amount.as_tuple().exponent > 2:
+            raise ValueError("工资标准最多两位小数")
+        return value
+
+
+class PersonnelUpdateIn(PersonnelCreateIn):
+    """编辑人员，全量提交、全量替换（不含状态，状态走独立接口）。"""
+
+
+class PersonnelStatusIn(BaseModel):
+    """在职/离职切换。"""
+
+    status: int = Field(ge=0, le=1, description="1在职 0离职")
+
+
+class RegionItemIn(BaseModel):
+    """辐射区域条目。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    region_name: str = Field(min_length=1, max_length=128, description="区域名称")
+    remark: str | None = Field(default=None, max_length=255)
+
+
+class RegionReplaceIn(BaseModel):
+    """辐射区域全量替换。空列表即清空该人员的全部区域。"""
+
+    items: list[RegionItemIn] = Field(default_factory=list, description="全量条目")
+
+
+class PlanItemIn(BaseModel):
+    """拓展计划条目。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    plan_period: str = Field(min_length=1, max_length=32, description="计划期间，如 2026Q1")
+    plan_content: str = Field(min_length=1, max_length=500, description="计划内容")
+    target_desc: str | None = Field(default=None, max_length=255, description="指标说明")
+
+
+class PlanReplaceIn(BaseModel):
+    """拓展计划全量替换。空列表即清空该人员的全部计划。"""
+
+    items: list[PlanItemIn] = Field(default_factory=list, description="全量条目")
+
+
+class PersonnelQuery(PageQuery):
+    """人员列表查询条件。"""
+
+    keyword: str | None = Field(default=None, max_length=64, description="姓名，模糊匹配")
+    status: int | None = Field(default=None, ge=0, le=1, description="状态筛选：1在职 0离职")
+    business_role_id: int | None = Field(default=None, ge=1, description="岗位筛选")

backend/app/schemas/product.py

@@ -0,0 +1,97 @@
+"""产品管理的请求/响应模型。
+
+数量与单价（stock_quantity/sale_price）入参出参一律用**字符串**承载：
+前端 JS 的 number 无法精确表示全部十进制小数，字符串是金额红线的入口闸门，
+Decimal 转换统一收敛在 service 层。字段命名与 user/role/param 一致采用
+蛇形直出（前端 TS 接口同构）。
+"""
+
+from datetime import datetime
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+from app.core.response import PageQuery
+from app.schemas.business import AMOUNT_MAX, PRICE_MAX, _check_amount
+
+
+class ProductOut(BaseModel):
+    """产品响应（列表与详情共用）。数量/单价按红线以字符串出参。"""
+
+    id: int
+    product_name: str
+    spec_model: str
+    unit: str | None = None
+    stock_quantity: str | None = None
+    sale_price: str | None = None
+    product_category: str
+    status: int = 1
+    remark: str | None = None
+    create_time: datetime
+    update_time: datetime
+
+
+class ProductCreateIn(BaseModel):
+    """新增产品。
+
+    spec_model 允许缺省/空：service 层归一为空串（组合唯一键
+    uk_products_name_spec 对 NULL 不去重，归 NULL 会放行重名同规格数据）。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    product_name: str = Field(min_length=1, max_length=128, description="产品名称")
+    spec_model: str | None = Field(
+        default=None, max_length=128, description="规格型号，空归一为空串"
+    )
+    unit: str | None = Field(default=None, max_length=16, description="计量单位")
+    stock_quantity: str | None = Field(default=None, description="数量，非负数字字符串")
+    sale_price: str | None = Field(default=None, description="销售单价（元），非负数字字符串")
+    product_category: str = Field(min_length=1, max_length=32, description="产品类别")
+    remark: str | None = Field(default=None, max_length=255)
+
+    @field_validator("stock_quantity")
+    @classmethod
+    def _check_stock_quantity(cls, value: str | None) -> str | None:
+        """空串与 None 同义（可空列），归一为 None；非空走通用金额校验。
+
+        复用 _check_amount：容量/小数位与 DECIMAL(14,2) 列口径一致
+        （此前私写的 _parse_non_negative 不查小数位与容量，属同语义
+        字段两处口径漂移）。
+        """
+        if not value:
+            return None
+        return _check_amount(value, "数量", AMOUNT_MAX)
+
+    @field_validator("sale_price")
+    @classmethod
+    def _check_sale_price(cls, value: str | None) -> str | None:
+        """空串与 None 同义（可空列），归一为 None；非空走通用金额校验。
+
+        scale=4 与列口径 Numeric(14,4) 一致 —— 带精度的历史单价必须能
+        原样提交（「编辑任何带精度历史行都失败」的 fba8cfc 教训）。
+        """
+        if not value:
+            return None
+        return _check_amount(value, "销售单价", PRICE_MAX, scale=4)
+
+
+class ProductUpdateIn(ProductCreateIn):
+    """编辑产品。
+
+    前端表单全量提交，故为全量替换语义；**不含 status** —— 启用/停用是
+    独立操作（走 PUT /{id}/status），避免编辑表单误触停用。
+    """
+
+
+class ProductStatusIn(BaseModel):
+    """启用/停用产品。"""
+
+    status: int = Field(ge=0, le=1, description="1启用 0停用")
+
+
+class ProductQuery(PageQuery):
+    """产品列表查询条件。"""
+
+    keyword: str | None = Field(default=None, max_length=64, description="名称或规格，模糊匹配")
+    product_category: str | None = Field(default=None, max_length=32, description="按类别筛选")
+    status: int | None = Field(default=None, ge=0, le=1, description="状态筛选")

backend/app/schemas/rating.py

@@ -0,0 +1,79 @@
+"""客户评级等级配置的请求/响应模型。
+
+分值（min_score/max_score）入参出参一律用**字符串**承载：前端 JS 的 number
+无法精确表示全部十进制小数，字符串是分值红线的入口闸门，Decimal 转换统一
+收敛在 service 层（与 schemas/product.py 同一口径）。
+
+注意：schema 只拦**格式**（可解析、有限数）；0≤min≤max≤100 与区间不重叠
+是横跨两字段/多行的业务值域规则，在 service 层审计上下文内统一判定 ——
+值域校验失败的 400 也要留痕（2026-10-13 定稿口径）。
+"""
+
+from datetime import datetime
+from decimal import Decimal, InvalidOperation
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+
+def _parse_score(value: str, *, label: str) -> str:
+    """分值字符串格式校验：必须可被 Decimal 解析且为有限数。
+
+    ``NaN`` 参与比较抛 InvalidOperation、``Infinity`` 落库即溢出，均须在
+    入口用 ``is_finite()`` 拦下（与 schemas/product.py 的 _parse_non_negative
+    同口径）；非负与 ≤100 属业务值域，留给 service 层在审计上下文内判定。
+    """
+    try:
+        score = Decimal(value.strip())
+    except InvalidOperation as exc:
+        raise ValueError(f"{label}必须是有效数字：{value}") from exc
+    if not score.is_finite():
+        raise ValueError(f"{label}必须为有限数字：{value}")
+    return value
+
+
+class RatingGradeOut(BaseModel):
+    """评级等级响应（列表直出）。分值按红线以字符串出参。"""
+
+    id: int
+    grade_name: str
+    min_score: str
+    max_score: str
+    sort_order: int
+    remark: str | None = None
+    create_time: datetime
+    update_time: datetime
+
+
+class RatingGradeCreateIn(BaseModel):
+    """新增评级等级。
+
+    min_score/max_score 必填：区间是判定表的判定依据，缺省无从判定。
+    sort_order 缺省 0（列默认值同源），判定按其升序取首个命中等级。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    grade_name: str = Field(min_length=1, max_length=32, description="等级名称（如 A/优秀）")
+    min_score: str = Field(description="总分下限（含），0-100 数字字符串")
+    max_score: str = Field(description="总分上限（展示用），0-100 数字字符串")
+    sort_order: int = Field(default=0, ge=0, description="判定顺序，升序")
+    remark: str | None = Field(default=None, max_length=255, description="说明")
+
+    @field_validator("min_score")
+    @classmethod
+    def _check_min_score(cls, value: str) -> str:
+        """总分下限须为有限数字（值域 0-100 由 service 层判定）。"""
+        return _parse_score(value, label="总分下限")
+
+    @field_validator("max_score")
+    @classmethod
+    def _check_max_score(cls, value: str) -> str:
+        """总分上限须为有限数字（值域 0-100 由 service 层判定）。"""
+        return _parse_score(value, label="总分上限")
+
+
+class RatingGradeUpdateIn(RatingGradeCreateIn):
+    """编辑评级等级。
+
+    前端表单全量提交，故为全量替换语义；等级表无启停状态列，字段与新增一致。
+    """

backend/app/schemas/receipt.py

@@ -0,0 +1,102 @@
+"""回款管理的请求/响应模型（需求 2.2.3）。
+
+金额入参出参一律 str（服务层 Decimal，全程禁 float）；字段契约**纯蛇形
+直出**（2026-10-13 定稿，无驼峰 alias）。
+
+payment_days 是派生值（发货日 → 回款日的天数，对照表 #1），不在写接口
+入参内 —— 落库列只有 shipment_id 源数据，派生值实时计算，发货批次变更
+后无需回写历史。
+"""
+
+from datetime import date
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+from app.core.response import PageQuery
+
+# 金额校验是工资系统的红线口径（数字/非负/容量/两位小数拒绝），跨 schema
+# 单点复用 T7 定稿工具，禁止各处复制导致口径漂移；AMOUNT_MAX 即
+# DECIMAL(14,2) 的容量上限，与回款列容量同源
+from app.schemas.business import AMOUNT_MAX, _check_amount
+
+
+class ReceiptCreateIn(BaseModel):
+    """新增回款：业务必选，发货批次可暂不指定（手动指定，对照表 #18）。
+
+    shipment_id 指向的发货单必须与本回款同属一个业务（服务层强校验，
+    数据完整性红线）；shipment_id 可空 = 暂未指定，指定后回款天数方可派生。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    business_id: int = Field(ge=1, description="业务ID")
+    shipment_id: int | None = Field(default=None, ge=1, description="发货单ID，可空=暂未指定")
+    receipt_date: date = Field(description="回款到账日（M3 按此日匹配参数版本）")
+    amount: str = Field(description="回款金额（元），≥0，最多两位小数")
+    is_barter: int = Field(default=0, ge=0, le=1, description="以物抵顶标记：1是 0否")
+    remark: str | None = Field(default=None, max_length=255, description="备注")
+
+    @field_validator("amount")
+    @classmethod
+    def _check_amount_value(cls, value: str) -> str:
+        return _check_amount(value, "回款金额", AMOUNT_MAX) or value
+
+
+class ReceiptUpdateIn(BaseModel):
+    """编辑回款（全量替换语义）。
+
+    shipment_id 传 None = 清除指定（回到「暂未指定」）；amount 是必填项，
+    全量替换下不存在「不传即不变」的歧义。已核算（settlement_status=1）
+    的回款在服务层禁改，schema 层不感知该状态。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    shipment_id: int | None = Field(
+        default=None, ge=1, description="发货单ID，可空=暂未指定（传空清除既有指定）"
+    )
+    receipt_date: date = Field(description="回款到账日")
+    amount: str = Field(description="回款金额（元），≥0，最多两位小数")
+    is_barter: int = Field(default=0, ge=0, le=1, description="以物抵顶标记：1是 0否")
+    remark: str | None = Field(default=None, max_length=255, description="备注")
+
+    @field_validator("amount")
+    @classmethod
+    def _check_amount_value(cls, value: str) -> str:
+        return _check_amount(value, "回款金额", AMOUNT_MAX) or value
+
+
+class ReceiptOut(BaseModel):
+    """回款响应（列表与写操作回包共用）。
+
+    business_no/shipment_no 为关联冗余展示；payment_days 为派生值：
+    未指定发货批次时为 None，指定后 = 发货日到回款日的天数（发货日首日
+    计第 1 天）。
+    """
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    receipt_batch_no: str
+    business_id: int
+    business_no: str
+    shipment_id: int | None = None
+    shipment_no: str | None = None
+    receipt_date: date
+    amount: str
+    is_barter: int
+    settlement_status: int
+    payment_days: int | None = None
+    remark: str | None = None
+
+
+class ReceiptQuery(PageQuery):
+    """回款列表查询条件（筛选参数纯蛇形直出，同 BusinessQuery 契约）。"""
+
+    business_id: int | None = Field(default=None, ge=1, description="业务筛选")
+    date_from: date | None = Field(default=None, description="回款到账日起（含）")
+    date_to: date | None = Field(default=None, description="回款到账日止（含）")
+    is_barter: int | None = Field(default=None, ge=0, le=1, description="以物抵顶筛选：1是 0否")
+    settlement_status: int | None = Field(
+        default=None, ge=0, le=1, description="核算状态筛选：0未核算 1已核算"
+    )

backend/app/schemas/report.py

@@ -0,0 +1,371 @@
+"""报表统计的请求/响应模型（M4 ⑤）。
+
+金额与比例一律 `Decimal`（pydantic v2 序列化为字符串，零精度损失）；
+比例原样输出 `rate_text`（如 88/9000），禁止转 float 或截断展示。
+"""
+
+from datetime import date
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+from app.core.month import validate_month
+from app.core.response import PageQuery
+
+
+def _required_month(value: str) -> str:
+    """必填月份：非法直接抛 ValueError，由 FastAPI 压成 400。"""
+    return validate_month(value)
+
+
+def _optional_month(value: str | None) -> str | None:
+    """可选月份：空串规范为 None（axios 未剔除时也不会误报格式错误）。"""
+    if value in (None, ""):
+        return None
+    return validate_month(value)
+
+
+# ==== 查询入参 ====
+
+
+class PersonalDetailQuery(PageQuery):
+    """个人绩效明细查询条件（FR-029：人员/月份/客户类型/产品类别/岗位）。"""
+
+    settlement_month: str | None = Field(default=None, max_length=7, description="归属月 YYYY-MM")
+    personnel_id: int | None = Field(default=None, ge=1, description="人员筛选")
+    customer_type: str | None = Field(default=None, max_length=32, description="客户类型筛选")
+    product_category: str | None = Field(default=None, max_length=32, description="产品类别筛选")
+    role_code: str | None = Field(default=None, max_length=32, description="岗位筛选")
+
+    @field_validator("settlement_month")
+    @classmethod
+    def _v_settlement_month(cls, value: str | None) -> str | None:
+        return _optional_month(value)
+
+
+class DepartmentSummaryQuery(BaseModel):
+    """部门汇总查询条件（月份必填——部门表按单月聚合，无跨月视角）。"""
+
+    settlement_month: str = Field(min_length=7, max_length=7, description="归属月 YYYY-MM")
+    manager_id: int | None = Field(default=None, ge=1, description="仅看某经理团队")
+
+    @field_validator("settlement_month")
+    @classmethod
+    def _v_settlement_month(cls, value: str) -> str:
+        return _required_month(value)
+
+
+class BusinessStatsQuery(PageQuery):
+    """业务统计查询条件；回款/绩效为该业务累计值，不随业务日期筛选而变。"""
+
+    keyword: str | None = Field(default=None, max_length=64, description="业务编号/客户名称")
+    customer_id: int | None = Field(default=None, ge=1, description="客户筛选")
+    owner_personnel_id: int | None = Field(default=None, ge=1, description="归属人筛选")
+    status: int | None = Field(default=None, description="业务状态筛选")
+    date_from: date | None = Field(default=None, description="业务日期起")
+    date_to: date | None = Field(default=None, description="业务日期止")
+
+
+class PaymentStatsQuery(BaseModel):
+    """回款统计查询条件（按回款天数区间/客户类型/产品类别统计，FR-031）。"""
+
+    settlement_month: str | None = Field(default=None, max_length=7, description="归属月 YYYY-MM")
+    date_from: date | None = Field(default=None, description="回款日期起")
+    date_to: date | None = Field(default=None, description="回款日期止")
+    customer_type: str | None = Field(default=None, max_length=32, description="客户类型筛选")
+    product_category: str | None = Field(default=None, max_length=32, description="产品类别筛选")
+
+    @field_validator("settlement_month")
+    @classmethod
+    def _v_settlement_month(cls, value: str | None) -> str | None:
+        return _optional_month(value)
+
+
+class PaymentDetailQuery(PageQuery):
+    """回款区间下钻（桶编码必填，入参由 payment-stats 页面展开行携带）。"""
+
+    bucket: str = Field(min_length=1, max_length=16, description="区间桶编码")
+    settlement_month: str | None = Field(default=None, max_length=7, description="归属月 YYYY-MM")
+    date_from: date | None = Field(default=None, description="回款日期起")
+    date_to: date | None = Field(default=None, description="回款日期止")
+    customer_type: str | None = Field(default=None, max_length=32, description="客户类型筛选")
+    product_category: str | None = Field(default=None, max_length=32, description="产品类别筛选")
+
+    @field_validator("settlement_month")
+    @classmethod
+    def _v_settlement_month(cls, value: str | None) -> str | None:
+        return _optional_month(value)
+
+
+# ==== 响应出参 ====
+
+
+class ReportSummary(BaseModel):
+    """全筛选口径合计（与「当前页合计」区分，前端页脚需注明）。
+
+    字段按报表取用：个人明细用绩效/应付/折算毛利；业务统计用发货/回款/
+    销售额；不涉及的留 None。
+    """
+
+    row_count: int = Field(default=0, description="筛选结果行数")
+    performance_total: Decimal | None = Field(default=None, description="绩效金额合计")
+    payable_total: Decimal | None = Field(default=None, description="应付绩效合计")
+    converted_profit_total: Decimal | None = Field(default=None, description="折算毛利润合计")
+    ship_total: Decimal | None = Field(default=None, description="发货额合计")
+    received_total: Decimal | None = Field(default=None, description="回款额合计")
+    sale_total: Decimal | None = Field(default=None, description="销售额合计")
+
+
+class ReportPage[T](BaseModel):
+    """报表分页：标准分页四字段 + 全筛选合计。
+
+    序列化字段与 PageResult 一致（list/total/pageNum/pageSize），前端
+    usePagedList 可直接消费；追加的 summary 由各页页脚单独读取。
+    """
+
+    model_config = ConfigDict(populate_by_name=True)
+
+    records: list[T] = Field(
+        default_factory=list, alias="list", serialization_alias="list", description="当前页数据"
+    )
+    total: int = Field(default=0, description="总记录数")
+    page_num: int = Field(
+        default=1, alias="pageNum", serialization_alias="pageNum", description="当前页码"
+    )
+    page_size: int = Field(
+        default=10, alias="pageSize", serialization_alias="pageSize", description="每页条数"
+    )
+    summary: ReportSummary = Field(default_factory=ReportSummary, description="全筛选合计")
+
+
+class PersonalDetailRow(BaseModel):
+    """个人绩效明细行（需规 2.4.1 列全覆盖）。
+
+    二次分摊拆行后同一回款按人多行（负责人余额行 + 参与人份额行），行内
+    不放「关联回款金额」列——同回款金额重复展示会让合计无法自洽，金额
+    下沉到快照下钻。
+    """
+
+    ledger_id: int
+    business_id: int
+    business_no: str
+    personnel_id: int
+    personnel_name: str
+    role_code: str
+    role_name: str
+    customer_type: str
+    product_category: str
+    ship_date: date | None = None
+    receipt_date: date
+    payment_days: int | None = None
+    rate_text: str
+    weight_r: int | None = None
+    payment_weight: Decimal | None = None
+    performance_amount: Decimal | None = None
+    payable_amount: Decimal | None = None
+    converted_profit: Decimal | None = None
+    is_probation: int
+    missing_cost: int
+    calc_version: int
+    settlement_id: int | None = None
+
+
+class DepartmentMemberRow(BaseModel):
+    """部门汇总 · 团队成员明细（内联于团队行）。"""
+
+    personnel_id: int
+    personnel_name: str
+    role_code: str
+    is_probation: int
+    member_kind: str = Field(
+        default="regular",
+        description="行来源：regular 普通台账 / manager_personal 经理个人户 / adjustment 仅调整单",
+    )
+    unassigned_reason: str | None = Field(
+        default=None, description="未纳入团队基数的原因（仅未分配块）"
+    )
+    performance_sum: Decimal | None = None
+    payable_sum: Decimal | None = None
+    adjust_extra: Decimal = Field(default=Decimal("0"), description="调整单生效补发合计")
+    adjust_deduct: Decimal = Field(default=Decimal("0"), description="调整单生效扣减合计")
+    adjust_net: Decimal = Field(default=Decimal("0"), description="调整净额（补发为正）")
+    net_total: Decimal | None = None
+    ledger_ids: list[int] = Field(default_factory=list, description="台账行 id 列表（下钻锚点）")
+
+
+class DepartmentTeamRow(BaseModel):
+    """部门汇总 · 经理团队行。"""
+
+    manager_id: int
+    manager_name: str
+    manager_status: int = Field(description="经理在职状态（1 在职 0 离职）")
+    member_count: int
+    team_base: Decimal = Field(description="团队基数（12.5% 的底，等于成员绩效合计）")
+    team_share_amount: Decimal = Field(description="12.5% 团队分成（分列展示）")
+    company_share_amount: Decimal = Field(
+        description="单经理 5% 名义值；该团队无月结聚合行时为 0（不发放）"
+    )
+    has_aggregate: bool = Field(
+        default=False, description="本月是否有月结聚合行（决定是否发放 5%）"
+    )
+    aggregate_amount: Decimal = Field(
+        default=Decimal("0"),
+        description="月结聚合行应发（12.5%+5% 一次舍入）；无聚合行时 0",
+    )
+    team_subtotal: Decimal = Field(
+        default=Decimal("0"),
+        description="团队应发小计 = 聚合行金额 + 调整净额",
+    )
+    company_base_ratio: Decimal = Field(description="团队基数占全公司基数比例（除零为 0）")
+    adjust_extra: Decimal = Decimal("0")
+    adjust_deduct: Decimal = Decimal("0")
+    adjust_net: Decimal = Decimal("0")
+    net_total: Decimal = Field(description="团队净额 = 团队应发小计")
+    frozen_amount: Decimal | None = Field(default=None, description="月结聚合行冻结额（对照）")
+    aggregate_ledger_id: int | None = None
+    members: list[DepartmentMemberRow] = Field(default_factory=list)
+
+
+class DepartmentCompanyBlock(BaseModel):
+    """部门汇总 · 全公司口径块（FR-030「全公司 5% 部分单列」）。"""
+
+    team_base_total: Decimal = Field(description="各团队基数之和（= 全部单笔绩效合计）")
+    company_base: Decimal = Field(description="全公司基数（5% 的底）")
+    company_share_pct: str = Field(description="分成比例参数原文")
+    company_share_amount: Decimal = Field(description="单经理 5% 名义值")
+    company_share_count: int = Field(
+        default=0, description="计入应发的经理数（展示团队中有月结聚合行的数量）"
+    )
+    company_share_total: Decimal = Field(
+        default=Decimal("0"), description="5% 合计 = 单份 × 计入次数"
+    )
+
+
+class DepartmentReconciliation(BaseModel):
+    """部门汇总 · 对账块（导出/打印签字稿的合计口径，前端不自行求和）。
+
+    应发合计 = 团队成员应付 + 未分配应付 + 各经理聚合行金额 + 调整净额。
+    聚合行金额与月结 ``total_payable`` 同口径（12.5%+5% 一次舍入）；
+    ``team_share_total`` 与 ``company_share_total`` 仅作分列展示，两者
+    之和与聚合额的差记入 ``aggregate_rounding_diff``。
+    """
+
+    team_member_payable_total: Decimal = Field(description="展示团队成员的应付绩效合计")
+    unassigned_payable_total: Decimal = Field(description="展示未分配人员的应付绩效合计")
+    team_share_total: Decimal = Field(description="展示团队的 12.5% 分成合计（分列）")
+    company_share_total: Decimal = Field(
+        description="展示团队的全公司分成合计（每位有聚合行的经理各计一次，分列）"
+    )
+    aggregate_payable_total: Decimal = Field(
+        description="展示团队的经理聚合行应发合计（12.5%+5% 一次舍入）"
+    )
+    aggregate_rounding_diff: Decimal = Field(
+        default=Decimal("0"),
+        description="聚合额 − 团队分成合计 − 全公司分成合计（分列舍入差）",
+    )
+    adjust_net_total: Decimal = Field(description="明细层调整净额合计（成员 + 未分配）")
+    payable_total: Decimal = Field(
+        description="应发合计 = 成员应付 + 未分配应付 + 聚合行 + 调整净额"
+    )
+    team_base_total: Decimal = Field(description="展示团队基数合计")
+    unassigned_performance_total: Decimal = Field(description="展示未分配人员绩效合计")
+    other_team_base: Decimal = Field(
+        default=Decimal("0"), description="未展示的基数（其他团队 + 全公司未分配）"
+    )
+    other_team_member_payable_total: Decimal = Field(default=Decimal("0"))
+    other_team_share_total: Decimal = Field(default=Decimal("0"))
+    other_team_company_share_total: Decimal = Field(default=Decimal("0"))
+    other_team_aggregate_total: Decimal = Field(default=Decimal("0"))
+    other_adjust_net_total: Decimal = Field(default=Decimal("0"))
+    company_base: Decimal = Field(description="全公司基数（5% 的底）")
+
+
+class DepartmentSummaryOut(BaseModel):
+    """部门绩效工资汇总响应（FR-030）。"""
+
+    settlement_month: str
+    params: dict | None = Field(default=None, description="分成参数原文与取值时点（对账用）")
+    teams: list[DepartmentTeamRow] = Field(default_factory=list)
+    unassigned: list[DepartmentMemberRow] = Field(
+        default_factory=list, description="无经理人员的绩效（不参与分成，仅展示）"
+    )
+    company: DepartmentCompanyBlock | None = None
+    reconciliation: DepartmentReconciliation | None = Field(
+        default=None, description="签字稿对账块（应发公式各项）"
+    )
+    totals: dict = Field(default_factory=dict, description="全表合计（成员/团队对账自证）")
+
+
+class BusinessStatsRow(BaseModel):
+    """业务统计行（发货/回款/绩效为该业务累计值）。"""
+
+    business_id: int
+    business_no: str
+    business_date: date | None = None
+    status: int
+    customer_name: str | None = None
+    owner_personnel_name: str | None = None
+    total_sale_amount: Decimal | None = None
+    total_ship_amount: Decimal | None = None
+    total_received_amount: Decimal | None = None
+    performance_amount: Decimal | None = None
+    payable_amount: Decimal | None = None
+
+
+class BucketRow(BaseModel):
+    """回款统计 · 区间桶行（空桶恒在且为 0，防金额静默消失）。"""
+
+    code: str
+    label: str
+    min_days: int | None = None
+    max_days: int | None = None
+    receipt_amount: Decimal | None = None
+    receipt_count: int = 0
+    performance_amount: Decimal | None = None
+    payable_amount: Decimal | None = None
+    ledger_count: int = 0
+
+
+class GroupRow(BaseModel):
+    """回款统计 · 维度对比行（客户类型 / 产品类别）。"""
+
+    code: str
+    label: str
+    receipt_amount: Decimal | None = None
+    performance_amount: Decimal | None = None
+    payable_amount: Decimal | None = None
+    ledger_count: int = 0
+
+
+class PaymentStatsOut(BaseModel):
+    """回款情况统计响应（FR-031）。
+
+    口径：已计提回款（有台账行）的金额与绩效；进度登记回款无台账行，
+    不在本表（页面需注明）。
+    """
+
+    settlement_month: str | None = None
+    buckets: list[BucketRow] = Field(default_factory=list)
+    by_customer_type: list[GroupRow] = Field(default_factory=list)
+    by_product_category: list[GroupRow] = Field(default_factory=list)
+    totals: dict = Field(default_factory=dict, description="全表合计")
+
+
+class PaymentDetailRow(BaseModel):
+    """回款区间下钻行（行级展示回款金额与批次号）。"""
+
+    ledger_id: int
+    receipt_id: int | None = None
+    receipt_batch_no: str | None = None
+    amount: Decimal | None = Field(default=None, description="回款金额（同回款拆行重复展示）")
+    business_id: int
+    business_no: str
+    personnel_id: int
+    personnel_name: str
+    customer_type: str
+    product_category: str
+    ship_date: date | None = None
+    receipt_date: date
+    payment_days: int | None = None
+    performance_amount: Decimal | None = None
+    payable_amount: Decimal | None = None

backend/app/schemas/role.py

@@ -0,0 +1,80 @@
+"""角色管理的请求/响应模型。
+
+`RoleOut` 原位于 `schemas/user.py`，因角色管理成为独立模块而迁入本文件 ——
+用户表单的角色下拉与角色管理列表共用同一响应模型。
+"""
+
+import re
+
+from pydantic import BaseModel, ConfigDict, Field, field_validator
+
+from app.core.response import PageQuery
+
+# 角色编码规则：小写字母开头，后接小写字母/数字/下划线，长度 2–32（与列宽一致）。
+# 不允许大写与中文 —— 编码会出现在授权判断（`ROLE_ADMIN` 常量按编码比对）与
+# 操作日志里，保持单一风格避免大小写/全角混用造成对照困难
+ROLE_CODE_PATTERN = re.compile(r"^[a-z][a-z0-9_]{1,31}$")
+
+
+class RoleOut(BaseModel):
+    """角色基础响应（用户表单下拉与角色列表共用）。"""
+
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    role_code: str
+    role_name: str
+    description: str | None = None
+    sort_order: int = 0
+    status: int = 1
+
+
+class RoleManageOut(RoleOut):
+    """角色管理列表项：额外携带绑定用户数，供前端提示删除保护的原因。"""
+
+    user_count: int = 0
+
+
+class RoleCreateIn(BaseModel):
+    """新增角色。"""
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    role_code: str = Field(min_length=2, max_length=32, description="角色编码，创建后不可修改")
+    role_name: str = Field(min_length=1, max_length=64, description="角色名称")
+    description: str | None = Field(default=None, max_length=255)
+    sort_order: int = Field(default=0, ge=0, description="显示排序，越小越靠前")
+
+    @field_validator("role_code")
+    @classmethod
+    def _check_code(cls, value: str) -> str:
+        if not ROLE_CODE_PATTERN.match(value):
+            raise ValueError("角色编码须以小写字母开头，仅可含小写字母、数字与下划线")
+        return value
+
+
+class RoleUpdateIn(BaseModel):
+    """编辑角色。
+
+    **不含 role_code** —— 编码是授权判定的锚点，修改会让既有授权语义静默改变。
+    前端表单全量提交，故为全量替换语义。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    role_name: str = Field(min_length=1, max_length=64, description="角色名称")
+    description: str | None = Field(default=None, max_length=255)
+    sort_order: int = Field(default=0, ge=0, description="显示排序，越小越靠前")
+
+
+class RoleStatusIn(BaseModel):
+    """启用/禁用角色。"""
+
+    status: int = Field(ge=0, le=1, description="1启用 0禁用")
+
+
+class RoleQuery(PageQuery):
+    """角色列表查询条件。"""
+
+    keyword: str | None = Field(default=None, max_length=64, description="编码或名称，模糊匹配")
+    status: int | None = Field(default=None, ge=0, le=1, description="状态筛选")

backend/app/schemas/setting.py

@@ -0,0 +1,34 @@
+"""系统设置（公司信息）请求/响应模型。
+
+`SettingPublicOut` 与 `SettingOut` **刻意不共用**：public 端点无鉴权，
+响应字段必须白名单显式列出——将来往 SettingOut 加敏感字段时不会
+顺着复用链泄漏到匿名端点。
+"""
+
+from pydantic import BaseModel, ConfigDict, Field
+
+
+class SettingOut(BaseModel):
+    """公司信息（管理端）。"""
+
+    company_name: str
+    logo_url: str | None = None
+
+
+class SettingPublicOut(BaseModel):
+    """公司信息（匿名端点白名单）：登录页展示所需的两个字段。"""
+
+    company_name: str
+    logo_url: str | None = None
+
+
+class SettingUpdateIn(BaseModel):
+    """公司信息更新。
+
+    str_strip_whitespace：全空白名称先剥再校验——否则 `"   "` 过 min_length=1
+    后由服务层 strip 成空串入库（200 成功但 public 端点返回空公司名）。
+    """
+
+    model_config = ConfigDict(str_strip_whitespace=True)
+
+    company_name: str = Field(min_length=1, max_length=64, description="公司名称")