docs(requirements): 需求裁决对照表 v2、功能模块清单与 M1 设计产物入库（移除被 v2 取代的旧清单）

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

backend/README.md

@@ -1,12 +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系统管理（用户/角色/操作日志/日志查询），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、操作日志（自动审计）、操作与登录日志查询
+- 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

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/app/api/router.py

@@ -8,7 +8,9 @@ from fastapi import APIRouter
 
 from app.api import health
 from app.api.v1 import auth
+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 users as system_users
 
@@ -25,6 +27,8 @@ v1_router.include_router(auth.router)
 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_logs.operation_router)
 system_router.include_router(system_logs.login_router)
 v1_router.include_router(system_router)

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/params.py

@@ -0,0 +1,147 @@
+"""计提参数管理接口（需求 #28：参数配置化 + 版本管理 + 留痕）。
+
+全部要求管理员权限（开放问题 #5 的当前默认，后续可放宽只读）；
+写操作（提交/撤回）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, 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,
+    _: AdminUser,
+    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,
+    _: AdminUser,
+    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,
+    _: AdminUser,
+    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,
+    _: AdminUser,
+    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,
+    _: AdminUser,
+    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,
+    _: AdminUser,
+    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,
+    _: AdminUser,
+    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/core/constants.py

@@ -37,10 +37,22 @@ PASSWORD_MAX_BYTES = 72
 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}
+
 # ===== 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"
 
 ACTION_CREATE = "新增"
 ACTION_UPDATE = "修改"

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
+    # 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)\d{4}(\d{4})\b"), r"\1****\2"),
+    (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/models/__init__.py

@@ -10,15 +10,21 @@
 """
 
 from app.models.base import Base, TimestampMixin
+from app.models.business_role import BusinessRole
 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.role import Permission, Role, RolePermission
 from app.models.user import User, UserRole
 
 __all__ = [
     "Base",
+    "BusinessRole",
     "LoginLog",
     "OperationLog",
+    "ParamChangeBatch",
+    "ParamDefinition",
+    "ParamValue",
     "Permission",
     "Role",
     "RolePermission",

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/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/repositories/business_role_repository.py

@@ -0,0 +1,88 @@
+"""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
+
+# ==================== 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_roles(
+    session: Session,
+    *,
+    offset: int,
+    limit: int,
+    keyword: str | None = None,
+    status: int | None = None,
+) -> 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), keyword=keyword, status=status)
+    stmt = stmt.order_by(BusinessRole.sort_order, BusinessRole.id).offset(offset).limit(limit)
+    return list(session.execute(stmt).scalars())
+
+
+def count_roles(session: Session, *, keyword: str | None = None, status: int | None = None) -> 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)), keyword=keyword, status=status)
+    return int(session.execute(stmt).scalar_one())
+
+
+def _apply_filters(stmt: Select, *, keyword: str | None, status: int | None) -> 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 keyword:
+        stmt = stmt.where(
+            or_(
+                BusinessRole.role_code.contains(keyword, autoescape=True),
+                BusinessRole.role_name.contains(keyword, autoescape=True),
+            )
+        )
+    if status is not None:
+        stmt = stmt.where(BusinessRole.status == 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/operation_log_repository.py

@@ -32,7 +32,21 @@ from app.repositories.query_utils import LogFilters, apply_log_filters
 # 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。
-_SENSITIVE_KEY_PARTS = ("password", "passwd", "pwd", "secret", "token", "app_key", "access_key")
+# 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 = "***"
 

backend/app/repositories/param_repository.py

@@ -0,0 +1,227 @@
+"""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
+
+# ==================== 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_history(
+    session: Session,
+    param_id: int,
+    *,
+    offset: int,
+    limit: int,
+    dimension_value: str | None = None,
+) -> list[tuple[ParamValue, ParamChangeBatch]]:
+    """单参数的版本历史（含批次信息），最新在前。"""
+    stmt = _history_stmt(session, param_id, dimension_value=dimension_value)
+    return [(value, batch) for value, batch in session.execute(stmt.offset(offset).limit(limit))]
+
+
+def count_history(session: Session, param_id: int, *, dimension_value: str | None = None) -> int:
+    """统计单参数的历史条目数。"""
+    stmt = select(func.count()).select_from(
+        _history_stmt(session, param_id, dimension_value=dimension_value).subquery()
+    )
+    return int(session.execute(stmt).scalar_one())
+
+
+def _history_stmt(session: Session, param_id: int, *, dimension_value: str | None) -> 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 dimension_value is not None:
+        stmt = stmt.where(ParamValue.dimension_value == 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,
+    *,
+    offset: int,
+    limit: int,
+    start_date: date | None = None,
+    end_date: date | None = None,
+) -> list[ParamChangeBatch]:
+    """分页查询变更批次（按创建时间倒序）。"""
+    stmt = _batch_filters(select(ParamChangeBatch), start_date=start_date, end_date=end_date)
+    return list(
+        session.execute(
+            stmt.order_by(ParamChangeBatch.create_time.desc(), ParamChangeBatch.id.desc())
+            .offset(offset)
+            .limit(limit)
+        ).scalars()
+    )
+
+
+def count_batches(
+    session: Session, *, start_date: date | None = None, end_date: date | None = None
+) -> int:
+    """统计符合条件的批次总数。"""
+    stmt = _batch_filters(
+        select(func.count(ParamChangeBatch.id)), start_date=start_date, end_date=end_date
+    )
+    return int(session.execute(stmt).scalar_one())
+
+
+def _batch_filters(stmt: Select, *, start_date: date | None, end_date: date | None) -> Select:
+    """批次筛选（生效日期区间，含边界）。列表与计数共用。"""
+    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 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/schemas/business_role.py

@@ -0,0 +1,90 @@
+"""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 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/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/services/business_role_service.py

@@ -0,0 +1,287 @@
+"""业务岗位角色管理业务编排。
+
+需求 #28 的落点：岗位可增删、绑定公式模板（有限集合，代码内注册表），
+新增岗位无需改代码。保护规则（前端会禁用相应按钮，**后端校验是唯一防线**）：
+
+- 内置岗位（is_builtin=1：营销员/营销经理/信息员）**禁删禁停** ——
+  参数种子与核算模板按编码锚定（如 salesperson 的递减公式参数行）
+- `role_code` 创建后不可改 —— 它是参数维度值（param_values.dimension_value）
+  与模板绑定语义的锚点
+- `calc_template` 必须是模板注册表（calc_templates.TEMPLATES）内的编码
+- 有人员引用的岗位禁删 —— ② 落地 personnel 表后由引用计数生效，
+  当前钩子恒为空（见 business_role_repository.count_personnel_by_role）
+"""
+
+import logging
+
+from sqlalchemy.exc import IntegrityError
+from sqlalchemy.orm import Session
+
+from app.core.constants import (
+    ACTION_CREATE,
+    ACTION_DELETE,
+    ACTION_DISABLE,
+    ACTION_ENABLE,
+    ACTION_UPDATE,
+    MODULE_BUSINESS_ROLE,
+)
+from app.core.exceptions import BadRequestError, ForbiddenError, NotFoundError
+from app.core.response import PageResult
+from app.models import BusinessRole, User
+from app.repositories import business_role_repository
+from app.schemas.business_role import (
+    BusinessRoleCreateIn,
+    BusinessRoleOut,
+    BusinessRoleQuery,
+    BusinessRoleUpdateIn,
+    TemplateOptionOut,
+    TemplateParamOut,
+)
+from app.services import audit_service
+from app.services.audit_service import AuditRecord, RequestMeta
+from app.services.calc_templates import TEMPLATES
+from app.services.param_registry import PARAM_REGISTRY
+
+logger = logging.getLogger(__name__)
+
+
+def _to_out(role: BusinessRole) -> BusinessRoleOut:
+    """ORM 对象转响应模型。禁止把 ORM 对象直接当 response_model。"""
+    return BusinessRoleOut(
+        id=role.id,
+        role_code=role.role_code,
+        role_name=role.role_name,
+        calc_template=role.calc_template,
+        description=role.description,
+        sort_order=role.sort_order,
+        status=role.status,
+        is_builtin=role.is_builtin,
+    )
+
+
+def _ensure_template(calc_template: str) -> None:
+    """模板必须存在于代码内注册表（前端为受控下拉，后端仍须校验）。"""
+    if calc_template not in TEMPLATES:
+        raise BadRequestError(f"计提公式模板 {calc_template!r} 不存在")
+
+
+def list_roles(session: Session, query: BusinessRoleQuery) -> PageResult[BusinessRoleOut]:
+    """分页查询岗位（含停用）。"""
+    roles = business_role_repository.list_roles(
+        session,
+        offset=query.offset,
+        limit=query.page_size,
+        keyword=query.keyword,
+        status=query.status,
+    )
+    total = business_role_repository.count_roles(
+        session, keyword=query.keyword, status=query.status
+    )
+    return PageResult[BusinessRoleOut](
+        records=[_to_out(role) for role in roles],
+        total=total,
+        page_num=query.page_num,
+        page_size=query.page_size,
+    )
+
+
+def get_role(session: Session, role_id: int) -> BusinessRoleOut:
+    """岗位详情。
+
+    :raises NotFoundError: 岗位不存在
+    """
+    role = business_role_repository.get_by_id(session, role_id)
+    if role is None:
+        raise NotFoundError("岗位不存在")
+    return _to_out(role)
+
+
+def list_template_options() -> list[TemplateOptionOut]:
+    """公式模板下拉（含声明参数，供岗位表单展示与引导配置）。"""
+    options: list[TemplateOptionOut] = []
+    for tpl in TEMPLATES.values():
+        options.append(
+            TemplateOptionOut(
+                code=tpl.code,
+                name=tpl.name,
+                description=tpl.description,
+                params=[
+                    TemplateParamOut(code=code, name=PARAM_REGISTRY[code].name)
+                    for code in tpl.params
+                ],
+            )
+        )
+    return options
+
+
+def create_role(
+    session: Session,
+    payload: BusinessRoleCreateIn,
+    *,
+    operator: User,
+    meta: RequestMeta | None = None,
+) -> BusinessRoleOut:
+    """新增岗位。编码唯一、创建后不可修改，新岗位固定启用、非内置。
+
+    :raises BadRequestError: 编码已存在 / 模板不存在
+    """
+    _ensure_template(payload.calc_template)
+    with audit_service.audit(
+        session,
+        operator=operator,
+        record=AuditRecord(
+            module=MODULE_BUSINESS_ROLE,
+            action=ACTION_CREATE,
+            summary=f"新增岗位 {payload.role_name}({payload.role_code})",
+            request_data=payload.model_dump(exclude_none=True),
+        ),
+        meta=meta,
+    ):
+        if business_role_repository.get_by_code(session, payload.role_code) is not None:
+            raise BadRequestError(f"岗位编码 {payload.role_code!r} 已存在")
+
+        role = BusinessRole(
+            role_code=payload.role_code,
+            role_name=payload.role_name,
+            calc_template=payload.calc_template,
+            description=payload.description,
+            sort_order=payload.sort_order,
+            status=1,
+            is_builtin=0,
+        )
+        try:
+            business_role_repository.create(session, role)
+            out = _to_out(role)
+            session.commit()
+        except IntegrityError as exc:
+            # 先查后写不是原子操作：并发提交同一编码会撞 uk_business_roles_role_code
+            session.rollback()
+            raise BadRequestError(f"岗位编码 {payload.role_code!r} 已存在") from exc
+
+        logger.info(
+            "新增岗位 | role_code=%s | template=%s", payload.role_code, payload.calc_template
+        )
+        return out
+
+
+def update_role(
+    session: Session,
+    role_id: int,
+    payload: BusinessRoleUpdateIn,
+    *,
+    operator: User,
+    meta: RequestMeta | None = None,
+) -> BusinessRoleOut:
+    """编辑岗位名称/模板/说明/排序（全量替换，不含 role_code）。
+
+    :raises NotFoundError: 岗位不存在
+    :raises BadRequestError: 模板不存在
+    """
+    role = business_role_repository.get_by_id(session, role_id)
+    _ensure_template(payload.calc_template)
+    with audit_service.audit(
+        session,
+        operator=operator,
+        record=AuditRecord(
+            module=MODULE_BUSINESS_ROLE,
+            action=ACTION_UPDATE,
+            summary=f"修改岗位 {role.role_name if role else f'#{role_id}'}",
+            request_data=payload.model_dump(exclude_none=True),
+        ),
+        meta=meta,
+    ):
+        if role is None:
+            raise NotFoundError("岗位不存在")
+
+        role.role_name = payload.role_name
+        role.calc_template = payload.calc_template
+        role.description = payload.description
+        role.sort_order = payload.sort_order
+        # 响应与后置动作全部在 commit 之前完成（见 user_service 顶部说明）
+        out = _to_out(role)
+        session.commit()
+        logger.info("修改岗位 | role_id=%s | template=%s", role_id, payload.calc_template)
+        return out
+
+
+def set_status(
+    session: Session,
+    role_id: int,
+    status: int,
+    *,
+    operator: User,
+    meta: RequestMeta | None = None,
+) -> BusinessRoleOut:
+    """启用或禁用岗位。内置岗位不可停用（参数种子按编码锚定）。
+
+    :raises NotFoundError: 岗位不存在
+    :raises ForbiddenError: 试图停用内置岗位
+    """
+    role = business_role_repository.get_by_id(session, role_id)
+    verb = "启用" if status == 1 else "禁用"
+    with audit_service.audit(
+        session,
+        operator=operator,
+        record=AuditRecord(
+            module=MODULE_BUSINESS_ROLE,
+            action=ACTION_ENABLE if status == 1 else ACTION_DISABLE,
+            summary=f"{verb}岗位 {role.role_name if role else f'#{role_id}'}",
+            request_data={"status": status},
+        ),
+        meta=meta,
+    ):
+        if role is None:
+            raise NotFoundError("岗位不存在")
+
+        if role.is_builtin == 1 and status == 0:
+            raise ForbiddenError("内置岗位不可停用")
+
+        role.status = status
+        out = _to_out(role)
+        session.commit()
+        logger.info("变更岗位状态 | role_id=%s | status=%s", role_id, status)
+        return out
+
+
+def delete_role(
+    session: Session,
+    role_id: int,
+    *,
+    operator: User,
+    meta: RequestMeta | None = None,
+) -> 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。
+
+    查询走 ``FOR UPDATE`` 锁行：校验与删除之间若发生并发引用（M2 接入后），
+    锁行使并发写入失败（可见）而非引用被静默悬空（不可见）。
+
+    :raises NotFoundError: 岗位不存在
+    :raises ForbiddenError: 试图删除内置岗位
+    :raises BadRequestError: 岗位下仍有人引用
+    """
+    role = business_role_repository.get_by_id(session, role_id, for_update=True)
+    with audit_service.audit(
+        session,
+        operator=operator,
+        record=AuditRecord(
+            module=MODULE_BUSINESS_ROLE,
+            action=ACTION_DELETE,
+            summary=f"删除岗位 {role.role_name if role else f'#{role_id}'}",
+        ),
+        meta=meta,
+    ):
+        if role is None:
+            raise NotFoundError("岗位不存在")
+
+        if role.is_builtin == 1:
+            raise ForbiddenError("内置岗位不可删除")
+
+        counts = business_role_repository.count_personnel_by_role(session, [role_id])
+        person_count = counts.get(role_id, 0)
+        if person_count > 0:
+            raise BadRequestError(f"该岗位下仍有 {person_count} 名人员，请先调整归属")
+
+        role_code = role.role_code  # 固化：对象随删除失效
+        business_role_repository.delete(session, role)
+        session.commit()
+        logger.info("删除岗位 | role_code=%s", role_code)

backend/app/services/calc_templates.py

@@ -0,0 +1,72 @@
+"""计提公式模板注册表（代码内有限集合）。
+
+一期不引入规则引擎的落地方式：公式骨架固定（本表枚举），变化的是参数值
+（系统设置维护）。岗位角色（business_roles.calc_template）绑定模板编码，
+新增岗位 = 选模板 + 配参数，无需改代码（需求 #28）。
+新增公式形态（如未来「按产品数量计提」）需要新增模板 —— 一期接受，
+岗位表单中模板为带说明的受控下拉，避免误以为可自由写公式。
+"""
+
+from dataclasses import dataclass
+
+
+@dataclass(frozen=True, slots=True)
+class TemplateSpec:
+    """公式模板元数据。"""
+
+    code: str
+    name: str
+    params: tuple[str, ...]
+    description: str
+
+
+TEMPLATES: dict[str, TemplateSpec] = {
+    "TPL_SALESPERSON_DECAY": TemplateSpec(
+        code="TPL_SALESPERSON_DECAY",
+        name="业务员个人户·天数线性递减",
+        params=(
+            "salesperson.rate.start",
+            "salesperson.rate.slope",
+            "salesperson.rate.floor",
+            "salesperson.days.boundary",
+        ),
+        description="分段：≤分界天数 = 起始 − 天数×斜率；>分界天数 = 下限",
+    ),
+    "TPL_MANAGER_SHARE": TemplateSpec(
+        code="TPL_MANAGER_SHARE",
+        name="营销经理·团队与全公司分成",
+        params=("manager.share.team", "manager.share.company"),
+        description="聚合：∑本团队业务员绩效×12.5% + ∑全公司业务员绩效×5%",
+    ),
+    "TPL_ENTERPRISE_FIXED": TemplateSpec(
+        code="TPL_ENTERPRISE_FIXED",
+        name="企业户·固定计提",
+        params=("enterprise.rate",),
+        description="乘法：折算毛利润额 × 计提比例",
+    ),
+    "TPL_INFO_SALES_FIXED": TemplateSpec(
+        code="TPL_INFO_SALES_FIXED",
+        name="信息员·销售额固定比例",
+        params=("info.rate",),
+        description="乘法：本人销售额 × 计提比例",
+    ),
+    "TPL_PREPAY_FIXED": TemplateSpec(
+        code="TPL_PREPAY_FIXED",
+        name="预付款·固定计提",
+        params=("prepay.rate",),
+        description="乘法：回款额 × 计提比例",
+    ),
+}
+
+
+def get_template(code: str) -> TemplateSpec:
+    """取模板元数据。未注册编码属代码缺陷（500），不是用户错误。"""
+    tpl = TEMPLATES.get(code)
+    if tpl is None:
+        raise ValueError(f"公式模板编码未注册：{code}")
+    return tpl
+
+
+def required_params(code: str) -> tuple[str, ...]:
+    """模板声明的参数编码列表（岗位表单展示与校验用）。"""
+    return get_template(code).params

backend/app/services/formula.py

@@ -0,0 +1,92 @@
+"""计提公式纯函数（无 IO、无会话）。
+
+契约（与 M3 核算、计算预览共用，口径见 2026-10-12 业务裁决）：
+- 参数值按**存储口径**传入（含单位：比例参数为 ‰ 数如 10、百分比参数为 % 数如 60）
+- 计算出的中间比率（如毛利润率）为**纯比例**（Fraction，如 9/20）
+- 金额用 Decimal、比率用 Fraction，全程禁 float；Fraction→Decimal 转换在
+  分母仅含 2/5 因子时精确，否则按 Decimal 上下文精度（28 位）
+- 绩效 = 折算毛利润额 × 计提比例（乘法方向，对照表 #3，禁按"互为倒数"实现）
+"""
+
+from datetime import date
+from decimal import Decimal
+from fractions import Fraction
+
+
+def to_decimal(value: Fraction) -> Decimal:
+    """Fraction → Decimal。有限小数精确；循环小数按 Decimal 上下文精度（28 位）。"""
+    return Decimal(value.numerator) / Decimal(value.denominator)
+
+
+# 模块内沿用私有名；公开别名供 service 层金额换算复用
+_to_decimal = to_decimal
+
+
+def payment_days(ship_date: date, receipt_date: date) -> int:
+    """回款天数：发货日首日计第 1 天（对照表 #1；需规「26 天」示例作废）。"""
+    return (receipt_date - ship_date).days + 1
+
+
+def salesperson_rate(
+    days: int,
+    *,
+    start: Fraction,
+    slope: Fraction,
+    floor: Fraction,
+    boundary_days: int,
+) -> Fraction:
+    """业务员计提比例（纯比例）。
+
+    start/floor 为 ‰ 数、slope 为 ‰/天（存储口径，slope 为精确分数 4/360）。
+    ≤分界天数按「起始 − 天数×斜率」线性递减；超过分界天数固定取下限
+    （对照表 #4：360 天=6‰，361 天起固定 4‰）。
+    """
+    if days > boundary_days:
+        return floor / 1000
+    return (start - days * slope) / 1000
+
+
+def profit_rate(profit: Decimal, revenue: Decimal) -> Fraction:
+    """毛利润率（纯比例）：毛利润额 / 销售额（**不含运费**口径，对照表 #2）。
+
+    销售额为 0 时返回 0（防除零；折算额随之为 0）。
+    """
+    if revenue == 0:
+        return Fraction(0)
+    return Fraction(profit) / Fraction(revenue)
+
+
+def converted_profit(revenue: Decimal, rate: Fraction, threshold: Fraction) -> Decimal:
+    """折算毛利润额（化简式）：销售额 × (毛利润率 − 阈值)。
+
+    rate 为纯比例（profit_rate 的输出）；threshold 为 % 数（存储口径，如 30）。
+    化简式等价于定义式「毛利润额 / 毛利润率 × (毛利润率 − 阈值)」，且避免
+    毛利润率为 0 时除零（对照表 #12/#13）。毛利润率低于阈值时结果为负 ——
+    业务确认负值正常计算、不归零。
+    """
+    return _to_decimal(Fraction(revenue) * (rate - threshold / 100))
+
+
+def performance_amount(base: Decimal, rate: Fraction) -> Decimal:
+    """绩效金额 = 折算毛利润额 × 计提比例（乘法方向，对照表 #3）。"""
+    return _to_decimal(Fraction(base) * rate)
+
+
+def apply_barter(amount: Decimal, discount: Fraction) -> Decimal:
+    """以物抵顶折算：应发绩效 × 折算比例（discount 为 % 数，默认 80，对照表 #24）。"""
+    return _to_decimal(Fraction(amount) * discount / 100)
+
+
+def payment_weight(r: int) -> Fraction:
+    """支付权重 R×R（纯比例）：R 为回款占销售额百分比向下取整（对照表 #22）。
+
+    60 → 36/100；100 → 1（全额）。
+    """
+    return Fraction(r, 100) * Fraction(r, 100)
+
+
+def start_payment_ok(received: Decimal, revenue: Decimal, ratio: Fraction) -> bool:
+    """起付判定：单项业务回款额达到销售额（不含运费）的 ratio%（对照表 #21）。"""
+    if revenue == 0:
+        return False
+    return Fraction(received) / Fraction(revenue) >= ratio / 100

backend/app/services/param_registry.py

@@ -0,0 +1,304 @@
+"""计提参数目录注册表。
+
+注册表是**迁移种子与运行期校验的唯一来源**：编码、默认值、取值域在此定义
+一次；新增参数 = 改这里 + 生成迁移种子（两者一致性由测试锁定）。
+值一律以 Fraction 可解析字符串表示（如 "4/360"，禁 0.011111 —— 见算法红线）。
+"""
+
+from dataclasses import dataclass
+from fractions import Fraction
+
+from app.core.exceptions import BadRequestError
+
+
+@dataclass(frozen=True, slots=True)
+class ParamSpec:
+    """单个参数的元数据（与 param_definitions 表字段一一对应）。"""
+
+    code: str
+    name: str
+    group: str
+    value_type: str
+    unit: str | None
+    dimension_type: str
+    options: tuple[str, ...] | None
+    default_value: str | None
+    value_min: str | None
+    value_max: str | None
+    description: str | None
+    sort_order: int
+
+
+PARAM_REGISTRY: dict[str, ParamSpec] = {
+    spec.code: spec
+    for spec in [
+        ParamSpec(
+            code="salesperson.rate.start",
+            name="业务员起始计提比例",
+            group="业务员个人户",
+            value_type="DECIMAL",
+            unit="‰",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="salesperson.rate.slope",
+            name="业务员日递减斜率",
+            group="业务员个人户",
+            value_type="DECIMAL",
+            unit="‰/天",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="salesperson.rate.floor",
+            name="业务员计提下限",
+            group="业务员个人户",
+            value_type="DECIMAL",
+            unit="‰",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="salesperson.days.boundary",
+            name="线性递减分界天数",
+            group="业务员个人户",
+            value_type="INT",
+            unit="天",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="manager.share.team",
+            name="经理本团队分成比例",
+            group="经理分成",
+            value_type="DECIMAL",
+            unit="%",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="manager.share.company",
+            name="经理全公司分成比例",
+            group="经理分成",
+            value_type="DECIMAL",
+            unit="%",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="enterprise.rate",
+            name="企业户计提比例",
+            group="企业户",
+            value_type="DECIMAL",
+            unit="‰",
+            dimension_type="PRODUCT_CATEGORY",
+            options=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,
+        ),
+        ParamSpec(
+            code="info.rate",
+            name="信息员计提比例",
+            group="信息员",
+            value_type="DECIMAL",
+            unit="‰",
+            dimension_type="BUSINESS_ROLE",
+            options=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,
+        ),
+        ParamSpec(
+            code="prepay.rate",
+            name="预付款计提比例",
+            group="支付环节",
+            value_type="DECIMAL",
+            unit="‰",
+            dimension_type="NONE",
+            options=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,
+        ),
+        ParamSpec(
+            code="barter.discount",
+            name="以物抵顶折算比例",
+            group="支付环节",
+            value_type="DECIMAL",
+            unit="%",
+            dimension_type="NONE",
+            options=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,
+        ),
+        ParamSpec(
+            code="payment.start.ratio",
+            name="支付起付比例",
+            group="支付环节",
+            value_type="DECIMAL",
+            unit="%",
+            dimension_type="NONE",
+            options=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,
+        ),
+        ParamSpec(
+            code="payment.weight.mode",
+            name="支付权重应用方式",
+            group="支付环节",
+            value_type="ENUM",
+            unit=None,
+            dimension_type="NONE",
+            options=("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,
+        ),
+        ParamSpec(
+            code="product.threshold",
+            name="折算毛利润额阈值",
+            group="产品阈值",
+            value_type="DECIMAL",
+            unit="%",
+            dimension_type="PRODUCT_CATEGORY",
+            options=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,
+        ),
+        ParamSpec(
+            code="salary.basic.mode",
+            name="月工资基本工资口径",
+            group="月工资口径",
+            value_type="ENUM",
+            unit=None,
+            dimension_type="BUSINESS_ROLE",
+            options=("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,
+        ),
+        ParamSpec(
+            code="probation.annual.threshold",
+            name="试用期年累计结算阈值",
+            group="月工资口径",
+            value_type="DECIMAL",
+            unit="元",
+            dimension_type="NONE",
+            options=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,
+        ),
+        ParamSpec(
+            code="probation.salary.basic",
+            name="试用期基本工资标准",
+            group="月工资口径",
+            value_type="DECIMAL",
+            unit="元",
+            dimension_type="NONE",
+            options=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,
+        ),
+    ]
+}
+
+
+def get_spec(code: str) -> ParamSpec:
+    """取参数元数据。未注册编码属代码缺陷（500），不是用户错误。"""
+    spec = PARAM_REGISTRY.get(code)
+    if spec is None:
+        raise ValueError(f"参数编码未注册：{code}")
+    return spec
+
+
+def parse_fraction(text: str) -> Fraction:
+    """Fraction 精确解析（"4/360" → 1/90，不经 float）。非法输入抛 400。"""
+    try:
+        return Fraction(text.strip())
+    except (ValueError, ZeroDivisionError) as exc:
+        raise BadRequestError(f"参数值无法解析为数值：{text}") from exc
+
+
+def validate_and_normalize(spec: ParamSpec, raw: str) -> str:
+    """按元数据校验并规范化参数值，返回可入库字符串。
+
+    DECIMAL：Fraction 解析 + 取值域校验，分数式原样保留（"4/360" 不截断）；
+    INT：必须整数；BOOL：仅 0/1；ENUM：必须命中 options；TEXT：原样返回。
+    """
+    value = raw.strip()
+    if spec.value_type in {"DECIMAL", "INT"}:
+        fraction = parse_fraction(value)
+        if spec.value_type == "INT" and fraction.denominator != 1:
+            raise BadRequestError(f"参数 {spec.code} 必须为整数：{raw}")
+        if spec.value_min is not None and fraction < parse_fraction(spec.value_min):
+            raise BadRequestError(f"参数 {spec.code} 低于取值下限 {spec.value_min}：{raw}")
+        if spec.value_max is not None and fraction > parse_fraction(spec.value_max):
+            raise BadRequestError(f"参数 {spec.code} 高于取值上限 {spec.value_max}：{raw}")
+        return value
+    if spec.value_type == "BOOL":
+        if value not in {"0", "1"}:
+            raise BadRequestError(f"参数 {spec.code} 仅接受 0/1：{raw}")
+        return value
+    if spec.value_type == "ENUM":
+        if not spec.options or value not in spec.options:
+            allowed = "/".join(spec.options or ())
+            raise BadRequestError(f"参数 {spec.code} 取值须为 {allowed}：{raw}")
+        return value
+    return value

backend/app/services/param_service.py

@@ -0,0 +1,664 @@
+"""计提参数服务：时点化取值、版本管理（变更/撤回/历史/对比）、计算预览与导出。
+
+ParamSnapshot 是 M3 核算与计算预览共用的输入契约：按业务日期（回款到账日）
+冻结当时口径，禁读「当前值」计算历史数据（算法红线）。
+变更批次 = 版本（一次提交一批次）；条目逐项留痕（旧值/新值），append-only。
+"""
+
+import logging
+from collections.abc import Iterable
+from dataclasses import dataclass
+from datetime import date
+from decimal import Decimal
+from fractions import Fraction
+from io import BytesIO
+
+from sqlalchemy import select
+from sqlalchemy.exc import IntegrityError
+from sqlalchemy.orm import Session
+
+from app.core.constants import (
+    ACTION_DELETE,
+    ACTION_UPDATE,
+    MODULE_PARAM,
+    PRODUCT_CATEGORIES,
+)
+from app.core.exceptions import BadRequestError, NotFoundError
+from app.core.response import PageResult
+from app.models import ParamChangeBatch, ParamDefinition, ParamValue, User
+from app.repositories import business_role_repository, param_repository
+from app.schemas.param import (
+    ParamBatchDetailOut,
+    ParamBatchItemOut,
+    ParamBatchOut,
+    ParamBatchQuery,
+    ParamCatalogItemOut,
+    ParamChangeBatchOut,
+    ParamChangeIn,
+    ParamDiffOut,
+    ParamDimensionValueOut,
+    ParamHistoryOut,
+    ParamHistoryQuery,
+    ParamPreviewIn,
+    ParamPreviewOut,
+    ParamUsedOut,
+)
+from app.services import audit_service, formula
+from app.services.audit_service import AuditRecord, RequestMeta
+from app.services.formula import to_decimal
+from app.services.param_registry import get_spec, parse_fraction, validate_and_normalize
+
+logger = logging.getLogger(__name__)
+
+
+# ==================== 快照 ====================
+
+
+@dataclass(frozen=True, slots=True)
+class ParamSnapshot:
+    """某业务日期下的参数快照（冻结不可变，核算期间保持一致）。
+
+    覆盖链：角色维度 > 产品类别维度 > 默认行（''）；均无匹配时回退注册表默认值。
+    """
+
+    biz_date: date
+    _values: dict[str, dict[str, str]]
+    _effective: dict[tuple[str, str], date]
+
+    @classmethod
+    def from_rows(
+        cls, biz_date: date, rows: Iterable[tuple[str, str, str, date]]
+    ) -> "ParamSnapshot":
+        """由 (param_code, dimension_value, value_text, effective_date) 行构造。
+
+        rows 须按仓储输出顺序（同一 (code, dim) 的最新生效值在前）——以先出现者为准。
+        """
+        values: dict[str, dict[str, str]] = {}
+        effective: dict[tuple[str, str], date] = {}
+        for code, dimension, value_text, effective_date in rows:
+            if (code, dimension) in effective:
+                continue
+            effective[(code, dimension)] = effective_date
+            values.setdefault(code, {}).setdefault(dimension, value_text)
+        return cls(biz_date=biz_date, _values=values, _effective=effective)
+
+    def get(
+        self, code: str, *, role_code: str | None = None, product_category: str | None = None
+    ) -> str:
+        """取参数原始值（覆盖链解析）。无值且无注册表默认值时抛 400。"""
+        candidates = self._values.get(code)
+        if candidates:
+            for dimension in (role_code, product_category, ""):
+                if dimension is not None and dimension in candidates:
+                    return candidates[dimension]
+        spec = get_spec(code)  # 未注册编码 → ValueError（代码缺陷）
+        if spec.default_value is None:
+            raise BadRequestError(f"参数 {code} 无生效值且无默认值，请先在系统设置中维护")
+        return spec.default_value
+
+    def effective_date_of(
+        self, code: str, *, role_code: str | None = None, product_category: str | None = None
+    ) -> date | None:
+        """取参数当前生效值的生效日期（回退注册表默认值时为 None）。"""
+        candidates = self._values.get(code)
+        if candidates:
+            for dimension in (role_code, product_category, ""):
+                if dimension is not None and (code, dimension) in self._effective:
+                    return self._effective[(code, dimension)]
+        return None
+
+    def iter_items(self) -> Iterable[tuple[str, str, str]]:
+        """遍历快照全部 (param_code, dimension_value, value_text)，供对比。"""
+        for code, dims in self._values.items():
+            for dimension, value_text in dims.items():
+                yield code, dimension, value_text
+
+    def fraction(
+        self, code: str, *, role_code: str | None = None, product_category: str | None = None
+    ) -> Fraction:
+        """取参数值并精确解析为 Fraction（"4/360" → 1/90，不经 float）。"""
+        return parse_fraction(
+            self.get(code, role_code=role_code, product_category=product_category)
+        )
+
+    def integer(
+        self, code: str, *, role_code: str | None = None, product_category: str | None = None
+    ) -> int:
+        """取参数值为整数。配置成非整数属数据缺陷（写入经校验，不应发生）。"""
+        value = self.fraction(code, role_code=role_code, product_category=product_category)
+        if value.denominator != 1:
+            raise ValueError(f"参数 {code} 配置为非整数：{value}")
+        return int(value)
+
+    def boolean(
+        self, code: str, *, role_code: str | None = None, product_category: str | None = None
+    ) -> bool:
+        """取布尔参数（0/1）。"""
+        return self.get(code, role_code=role_code, product_category=product_category) == "1"
+
+    def text(
+        self, code: str, *, role_code: str | None = None, product_category: str | None = None
+    ) -> str:
+        """取参数原文（枚举码/文本）。"""
+        return self.get(code, role_code=role_code, product_category=product_category)
+
+
+def resolve_snapshot(session: Session, biz_date: date) -> ParamSnapshot:
+    """按业务日期解析全量参数快照（M3 核算与计算预览共用入口）。"""
+    return ParamSnapshot.from_rows(biz_date, param_repository.resolve_values(session, biz_date))
+
+
+# ==================== 目录 ====================
+
+
+def get_catalog(session: Session, *, as_of: date | None = None) -> list[ParamCatalogItemOut]:
+    """参数目录：全部启用定义 + 各维度截至 asOf（默认今日）的生效值。"""
+    biz_date = as_of or date.today()
+    resolved = param_repository.resolve_values(session, biz_date)
+    by_code: dict[str, list[ParamDimensionValueOut]] = {}
+    for code, dimension, value_text, effective_date in resolved:
+        by_code.setdefault(code, []).append(
+            ParamDimensionValueOut(
+                dimension_value=dimension, value_text=value_text, effective_date=effective_date
+            )
+        )
+    items: list[ParamCatalogItemOut] = []
+    for definition in param_repository.list_definitions(session, status=1):
+        spec = get_spec(definition.param_code)
+        items.append(
+            ParamCatalogItemOut(
+                param_code=definition.param_code,
+                param_name=definition.param_name,
+                param_group=definition.param_group,
+                value_type=definition.value_type,
+                unit=definition.unit,
+                dimension_type=definition.dimension_type,
+                options=list(spec.options or ()),
+                default_value=definition.default_value,
+                value_min=definition.value_min,
+                value_max=definition.value_max,
+                description=definition.description,
+                values=by_code.get(definition.param_code, []),
+            )
+        )
+    return items
+
+
+# ==================== 变更与版本管理 ====================
+
+
+def _next_version_no(session: Session) -> str:
+    """生成批次版本号 P{YYYYMMDD}-{当日序号}（当日自增，两位补零）。"""
+    today = date.today()
+    prefix = f"P{today:%Y%m%d}"
+    seq = 0
+    for (version_no,) in session.execute(
+        select(ParamChangeBatch.version_no).where(ParamChangeBatch.version_no.like(f"{prefix}-%"))
+    ):
+        try:
+            seq = max(seq, int(version_no.rsplit("-", 1)[1]))
+        except (IndexError, ValueError):  # 手工造数容错：跳过不合规格的版本号
+            continue
+    return f"{prefix}-{seq + 1:02d}"
+
+
+def submit_change(
+    session: Session,
+    payload: ParamChangeIn,
+    *,
+    operator: User,
+    meta: RequestMeta | None = None,
+) -> ParamChangeBatchOut:
+    """提交变更批次：全量校验 → 建批次 → 逐项写条目（旧值取提交时生效值）。
+
+    :raises BadRequestError: 参数未定义 / 维度不合法 / 值校验失败 / 生效日期早于今日 /
+                             同批次重复条目
+    """
+    effective = payload.effective_date if payload.change_type == 2 else date.today()
+    with audit_service.audit(
+        session,
+        operator=operator,
+        record=AuditRecord(
+            module=MODULE_PARAM,
+            action=ACTION_UPDATE,
+            summary=(
+                f"提交计提参数变更 {len(payload.items)} 项，"
+                f"{'立即生效' if payload.change_type == 1 else f'{effective} 起生效'}"
+            ),
+            request_data=payload.model_dump(exclude_none=True),
+        ),
+        meta=meta,
+    ):
+        if payload.change_type == 2 and effective < date.today():
+            raise BadRequestError("指定生效日期不得早于今日")
+
+        # 先全量校验、再写入：任何一项不合法整批拒绝（不留半批脏数据）
+        normalized: list[tuple[ParamDefinition, str, str]] = []
+        seen: set[tuple[str, str]] = set()
+        for item in payload.items:
+            definition = param_repository.get_definition_by_code(session, item.param_code)
+            if definition is None:
+                # 用户输入先行查库给 400；未注册编码出现在库里属数据与注册表漂移
+                raise BadRequestError(f"参数 {item.param_code} 未在系统中定义")
+            spec = get_spec(item.param_code)
+            dimension = item.dimension_value
+            if spec.dimension_type == "NONE" and dimension != "":
+                raise BadRequestError(f"参数 {item.param_code} 不带维度，维度值须为空")
+            if (
+                spec.dimension_type == "BUSINESS_ROLE"
+                and dimension
+                and business_role_repository.get_by_code(session, dimension) is None
+            ):
+                raise BadRequestError(
+                    f"参数 {item.param_code} 的维度值 {dimension!r} 不是已存在的岗位"
+                )
+            if (
+                spec.dimension_type == "PRODUCT_CATEGORY"
+                and dimension
+                and dimension not in PRODUCT_CATEGORIES
+            ):
+                raise BadRequestError(
+                    f"参数 {item.param_code} 的维度值 {dimension!r} 不是合法的产品类别"
+                )
+            value = validate_and_normalize(spec, item.value)
+            key = (item.param_code, dimension)
+            if key in seen:
+                raise BadRequestError(
+                    f"同一批次内重复提交参数 {item.param_code}（{dimension or '默认'}）"
+                )
+            seen.add(key)
+            normalized.append((definition, dimension, value))
+
+        try:
+            batch = param_repository.create_batch(
+                session,
+                ParamChangeBatch(
+                    version_no=_next_version_no(session),
+                    effective_date=effective,
+                    change_type=payload.change_type,
+                    remark=payload.remark,
+                    operator_id=operator.id,
+                    operator_name=operator.username,
+                    item_count=len(normalized),
+                ),
+            )
+            # 旧值留痕取「本条目生效日时点」的值：存在多个未来生效批次时，
+            # 每条记录的是它实际顶替的那一版（而非提交时刻的当前值）
+            for definition, dimension, value in normalized:
+                old = param_repository.latest_value_before(
+                    session, definition.id, dimension, effective
+                )
+                param_repository.create_value(
+                    session,
+                    ParamValue(
+                        param_id=definition.id,
+                        dimension_value=dimension,
+                        effective_date=effective,
+                        value_text=value,
+                        old_value_text=old.value_text if old else None,
+                        batch_id=batch.id,
+                    ),
+                )
+            session.commit()
+        except IntegrityError as exc:
+            # version_no 唯一键的并发冲突：当日序号是无锁查询后 +1，两名管理员
+            # 并发提交会生成相同版本号 —— 回滚并翻译为可重试的 400
+            session.rollback()
+            raise BadRequestError("提交冲突（版本号生成重复），请重试") from exc
+        session.commit()
+        logger.info("提交参数变更 | version_no=%s | items=%s", batch.version_no, batch.item_count)
+        return ParamChangeBatchOut(
+            id=batch.id,
+            version_no=batch.version_no,
+            effective_date=batch.effective_date,
+            change_type=batch.change_type,
+            remark=batch.remark,
+            operator_name=batch.operator_name,
+            item_count=batch.item_count,
+            create_time=batch.create_time,
+        )
+
+
+def withdraw_batch(
+    session: Session, batch_id: int, *, operator: User, meta: RequestMeta | None = None
+) -> None:
+    """撤回未生效批次。已生效禁撤；条目删除后解析自然回退到更早版本。
+
+    :raises NotFoundError: 批次不存在
+    :raises BadRequestError: 批次已生效
+    """
+    batch = param_repository.get_batch_by_id(session, batch_id, for_update=True)
+    with audit_service.audit(
+        session,
+        operator=operator,
+        record=AuditRecord(
+            module=MODULE_PARAM,
+            action=ACTION_DELETE,
+            summary=f"撤回参数变更批次 {batch.version_no if batch else f'#{batch_id}'}",
+        ),
+        meta=meta,
+    ):
+        if batch is None:
+            raise NotFoundError("变更批次不存在")
+        if batch.effective_date <= date.today():
+            raise BadRequestError("批次已生效，不可撤回")
+
+        param_repository.delete_values_by_batch(session, batch.id)
+        param_repository.delete_batch(session, batch)
+        session.commit()
+        logger.info("撤回参数变更批次 | version_no=%s", batch.version_no)
+
+
+def get_history(
+    session: Session, param_code: str, query: ParamHistoryQuery
+) -> PageResult[ParamHistoryOut]:
+    """单参数版本历史（分页，最新在前）。
+
+    :raises NotFoundError: 参数不存在
+    """
+    definition = param_repository.get_definition_by_code(session, param_code)
+    if definition is None:
+        raise NotFoundError("参数不存在")
+    rows = param_repository.list_history(
+        session,
+        definition.id,
+        offset=query.offset,
+        limit=query.page_size,
+        dimension_value=query.dimension_value,
+    )
+    total = param_repository.count_history(
+        session, definition.id, dimension_value=query.dimension_value
+    )
+    return PageResult[ParamHistoryOut](
+        records=[
+            ParamHistoryOut(
+                version_no=batch.version_no,
+                dimension_value=value.dimension_value,
+                old_value_text=value.old_value_text,
+                value_text=value.value_text,
+                effective_date=value.effective_date,
+                operator_name=batch.operator_name,
+                create_time=value.create_time,
+            )
+            for value, batch in rows
+        ],
+        total=total,
+        page_num=query.page_num,
+        page_size=query.page_size,
+    )
+
+
+def list_batches(session: Session, query: ParamBatchQuery) -> PageResult[ParamBatchOut]:
+    """变更批次分页（按创建时间倒序）。"""
+    batches = param_repository.list_batches(
+        session,
+        offset=query.offset,
+        limit=query.page_size,
+        start_date=query.start_date,
+        end_date=query.end_date,
+    )
+    total = param_repository.count_batches(
+        session, start_date=query.start_date, end_date=query.end_date
+    )
+    return PageResult[ParamBatchOut](
+        records=[
+            ParamBatchOut(
+                id=batch.id,
+                version_no=batch.version_no,
+                effective_date=batch.effective_date,
+                change_type=batch.change_type,
+                remark=batch.remark,
+                operator_name=batch.operator_name,
+                item_count=batch.item_count,
+                create_time=batch.create_time,
+            )
+            for batch in batches
+        ],
+        total=total,
+        page_num=query.page_num,
+        page_size=query.page_size,
+    )
+
+
+def get_batch_detail(session: Session, batch_id: int) -> ParamBatchDetailOut:
+    """批次明细：批次头 + 逐项旧值 → 新值。
+
+    :raises NotFoundError: 批次不存在
+    """
+    batch = param_repository.get_batch_by_id(session, batch_id)
+    if batch is None:
+        raise NotFoundError("变更批次不存在")
+    items = [
+        ParamBatchItemOut(
+            param_code=definition.param_code,
+            param_name=definition.param_name,
+            dimension_value=value.dimension_value,
+            old_value_text=value.old_value_text,
+            value_text=value.value_text,
+            effective_date=value.effective_date,
+        )
+        for value, definition in param_repository.list_values_by_batch(session, batch_id)
+    ]
+    return ParamBatchDetailOut(
+        id=batch.id,
+        version_no=batch.version_no,
+        effective_date=batch.effective_date,
+        change_type=batch.change_type,
+        remark=batch.remark,
+        operator_name=batch.operator_name,
+        item_count=batch.item_count,
+        create_time=batch.create_time,
+        items=items,
+    )
+
+
+# ==================== 对比与预览 ====================
+
+
+def compare(session: Session, *, from_date: date, to_date: date) -> list[ParamDiffOut]:
+    """两日期快照逐项对比（全量参数，changed 标记变化）。
+
+    :raises BadRequestError: 起始日期晚于截止日期
+    """
+    if from_date > to_date:
+        raise BadRequestError("起始日期不得晚于截止日期")
+    old_items = {
+        (code, dimension): value
+        for code, dimension, value in resolve_snapshot(session, from_date).iter_items()
+    }
+    new_items = {
+        (code, dimension): value
+        for code, dimension, value in resolve_snapshot(session, to_date).iter_items()
+    }
+    out: list[ParamDiffOut] = []
+    for code, dimension in sorted(set(old_items) | set(new_items)):
+        spec = get_spec(code)
+        old_value = old_items.get((code, dimension))
+        new_value = new_items.get((code, dimension))
+        out.append(
+            ParamDiffOut(
+                param_code=code,
+                param_name=spec.name,
+                param_group=spec.group,
+                dimension_value=dimension,
+                old_value=old_value,
+                new_value=new_value,
+                changed=old_value != new_value,
+            )
+        )
+    return out
+
+
+def _preview_rate(
+    session: Session,
+    payload: ParamPreviewIn,
+    snapshot: ParamSnapshot,
+    days: int,
+    take,
+) -> tuple[Fraction, str, Decimal | None]:
+    """按岗位模板分派计提比例，返回（纯比例, 人读说明, 绩效基数覆盖值）。
+
+    基数覆盖值非 None 表示该模板的绩效基数不是折算毛利润额（如信息员按
+    「本人销售额」计提），预览层直接采用并跳过折算与阈值。
+    聚合模板（营销经理 12.5%+5%）依赖月度团队数据，不支持单笔预览。
+    """
+    if payload.customer_type == "enterprise":
+        rate = take("enterprise.rate")
+        return rate, "企业户固定计提比例", None
+
+    role_code = payload.business_role
+    template = "TPL_SALESPERSON_DECAY"
+    if role_code:
+        role = business_role_repository.get_by_code(session, role_code)
+        if role is None:
+            raise BadRequestError(f"岗位 {role_code!r} 不存在")
+        template = role.calc_template
+
+    if template == "TPL_MANAGER_SHARE":
+        raise BadRequestError(
+            "营销经理绩效为团队聚合口径（本团队 12.5% + 全公司 5%），不支持单笔预览"
+        )
+    if template == "TPL_INFO_SALES_FIXED":
+        rate = take("info.rate")
+        # 信息员的基数是本人销售额（无折算与阈值），覆盖默认基数
+        return rate, "信息员：本人销售额 × 计提比例", Decimal(payload.revenue)
+    if template == "TPL_SALESPERSON_DECAY":
+        start = take("salesperson.rate.start")
+        slope = take("salesperson.rate.slope")
+        floor = take("salesperson.rate.floor")
+        boundary = int(take("salesperson.days.boundary"))
+        rate = formula.salesperson_rate(
+            days, start=start, slope=slope, floor=floor, boundary_days=boundary
+        )
+        return (
+            rate,
+            f"业务员递减：{to_decimal(start)}‰ 起，{days} 天（分界 {boundary} 天，超界取 {to_decimal(floor)}‰）",
+            None,
+        )
+    raise BadRequestError(f"公式模板 {template} 暂不支持预览")
+
+
+def preview(session: Session, payload: ParamPreviewIn) -> ParamPreviewOut:
+    """计算预览：入参（发货/回款/金额/岗位）→ 公式纯函数 → 出参（含所用参数）。"""
+    # 参数按回款到账日取值（对照表 #11）
+    snapshot = resolve_snapshot(session, payload.receipt_date)
+    revenue = Decimal(payload.revenue)
+    profit = Decimal(payload.profit)
+    received = Decimal(payload.received_amount)
+    used: list[ParamUsedOut] = []
+
+    def take(code: str) -> Fraction:
+        raw = snapshot.get(
+            code,
+            role_code=payload.business_role,
+            product_category=payload.product_category,
+        )
+        used.append(
+            ParamUsedOut(
+                param_code=code,
+                value_text=raw,
+                effective_date=snapshot.effective_date_of(
+                    code,
+                    role_code=payload.business_role,
+                    product_category=payload.product_category,
+                ),
+            )
+        )
+        return parse_fraction(raw)
+
+    if payload.product_category and payload.product_category not in PRODUCT_CATEGORIES:
+        raise BadRequestError(
+            f"产品类别 {payload.product_category!r} 不存在，可选：municipal_water / rail_transit"
+        )
+
+    days = formula.payment_days(payload.ship_date, payload.receipt_date)
+    rate, rate_text, base_override = _preview_rate(session, payload, snapshot, days, take)
+
+    profit_rate = formula.profit_rate(profit, revenue)
+    if base_override is not None:
+        # 基数覆盖（信息员按本人销售额计提）：不走折算与阈值
+        converted = base_override
+    else:
+        threshold = take("product.threshold")
+        converted = formula.converted_profit(revenue, profit_rate, threshold)
+    performance = formula.performance_amount(converted, rate)
+
+    barter_applied = payload.barter
+    after_barter: Decimal | None = None
+    if barter_applied:
+        discount = take("barter.discount")
+        after_barter = formula.apply_barter(performance, discount)
+
+    start_ratio = take("payment.start.ratio")
+    start_ok = formula.start_payment_ok(received, revenue, start_ratio)
+    weight_r = min(100, int(Fraction(received) / Fraction(revenue) * 100)) if revenue > 0 else 0
+    weight = formula.payment_weight(weight_r)
+    base_amount = after_barter if barter_applied else performance
+    payable = to_decimal(Fraction(base_amount) * weight)
+
+    probation_note: str | None = None
+    if payload.probation:
+        annual = take("probation.annual.threshold")
+        probation_note = f"试用期绩效照算不发放；年累计超 {to_decimal(annual)} 元部分年底一次性结算"
+
+    return ParamPreviewOut(
+        payment_days=days,
+        rate=str(rate),
+        rate_text=rate_text,
+        profit_rate=str(profit_rate),
+        converted_profit=str(converted),
+        performance_amount=str(performance),
+        barter_applied=barter_applied,
+        performance_after_barter=str(after_barter) if after_barter is not None else None,
+        start_payment_ok=start_ok,
+        payment_weight_r=weight_r,
+        payment_weight=str(weight),
+        payable_amount=str(payable),
+        probation_note=probation_note,
+        params_used=used,
+    )
+
+
+# ==================== 导出 ====================
+
+
+def export_changes(
+    session: Session, *, start_date: date | None = None, end_date: date | None = None
+) -> bytes:
+    """变更记录导出 Excel（openpyxl）。列：版本号/变更人/变更时间/生效日期/参数/维度/旧值/新值。"""
+    from openpyxl import Workbook
+
+    rows = param_repository.list_export_rows(session, start_date=start_date, end_date=end_date)
+    workbook = Workbook()
+    sheet = workbook.active
+    sheet.title = "参数变更记录"
+    sheet.append(
+        [
+            "版本号",
+            "变更人",
+            "变更时间",
+            "生效日期",
+            "参数编码",
+            "参数名称",
+            "维度值",
+            "旧值",
+            "新值",
+        ]
+    )
+    for batch, value, definition in rows:
+        sheet.append(
+            [
+                batch.version_no,
+                batch.operator_name,
+                batch.create_time.strftime("%Y-%m-%d %H:%M:%S"),
+                value.effective_date.strftime("%Y-%m-%d"),
+                definition.param_code,
+                definition.param_name,
+                value.dimension_value,
+                value.old_value_text,
+                value.value_text,
+            ]
+        )
+    buffer = BytesIO()
+    workbook.save(buffer)
+    return buffer.getvalue()

backend/pyproject.toml

@@ -34,6 +34,7 @@ dependencies = [
     # 图形验证码（纯 Python，依赖 Pillow）
     "captcha>=0.6",
     "pillow>=11.0",
+    "openpyxl>=3.1.5",
 ]
 
 [dependency-groups]

backend/tests/README.md

@@ -81,6 +81,17 @@ uv run pytest tests/integration -q   # 仅集成
 | `integration/test_health.py` | 统一信封与全局异常 | 7 | `/api/health` 始终 200 且依赖状态如实上报；404/405 返回统一信封而非框架默认 `detail` 数组；`/api/docs` 可访问 |
 | `integration/test_schema_sync.py` | DDL 不漂移 | 6 | `db/migration/V1__*.sql` 与 `db/init/init-dev.sql` 的**表集合与列集合逐表比对**——两份 DDL 手工同步迟早漂移，且漂移后果隐蔽（开发库结构与生产不一致，上线才发现） |
 
+### M1 计提参数与岗位角色（2026-10-13 完成）
+
+| 文件 | 守什么 | 用例数 |
+| --- | --- | --- |
+| `tests/integration/test_business_roles.py` | 岗位 CRUD 链路、内置岗位禁删禁停（种子 3 个）、模板编码校验、编辑换模板、权限 403、模板下拉 5 项 | 8 |
+| `tests/integration/test_param_management.py` | 目录 16 项与七分组、企业户 2‰→3‰ 按到账日回溯、斜率 4/360 分数原样存储、变更生命周期（立即/未来生效不泄漏/同日取最新/撤回回退/已生效禁撤）、值校验（上限/枚举/除零分数/过去日期）、预览金标准（27 天=97/10000、折算 15000、绩效 145.5、可付 52.38；361 天=4‰）、经理聚合口径拒绝、权限 403 | 18 |
+| `tests/unit/test_formula.py`、`tests/unit/test_param_registry.py` | 八个公式纯函数精确分数断言（第 1 天=899/90000、360=6‰、361=4‰、27 天、防除零、负绩效不归零、R×R）、注册表 16 项与迁移种子同源、模板声明参数闭环 | 43 |
+| `tests/unit/test_param_snapshot.py` | 快照覆盖链（角色>产品类别>默认）、注册表默认值兜底、同日取最新、冻结不可变 | 12 |
+
+运行：`uv run pytest -q` → **406 passed**（2026-10-13 全量含回归；T5 冒烟另验证提交/生效/撤回/对比/导出/预览全链路）。
+
 ## 三、运行记录
 
 | 日期 | 范围 | 用例数 | 结果 | 备注 |
@@ -114,9 +125,9 @@ uv run pytest tests/integration -q   # 仅集成
 
 | 模块 | 状态 | 说明 |
 | --- | --- | --- |
-| 基础数据管理 | 未开始 | 依赖 T+ 对接方式确认 |
+| 基础数据管理 | 未开始 | 需求已澄清（2026-10-12）；依赖 T+ 对接方式确认 |
-| 业务数据管理 | 未开始 | 依赖需求澄清（回款天数口径等 10 项） |
+| 业务数据管理 | 未开始 | 需求已澄清（28 项裁决见 `docs/问题与解决方案对照表_v2.xlsx`） |
-| 绩效工资核算 | 未开始 | 依赖需求澄清；金额精度需专项用例（`Fraction` 与 1/90 日斜率） |
+| 绩效工资核算 | 未开始 | 需求已澄清；金额精度需专项用例（`Fraction` 与 1/90 日斜率已在 M1 公式层覆盖） |
 | 报表统计 | 未开始 | 依赖报表口径确认 |
 
 > 系统管理模块（用户/角色/日志查询）已于 2026-10-10 完成并补齐用例，见上表。

backend/tests/integration/test_business_roles.py

@@ -0,0 +1,155 @@
+"""岗位角色管理接口集成测试（需要 MySQL 与 Redis）。
+
+守的是岗位管理的保护规则与模板绑定 —— 内置岗位被删停会让参数维度值
+失效、核算模板断锚；模板编码不校验会让核算引擎取不到公式。
+
+运行前置：``docker compose -f docker/docker-compose.dev.yml up -d``
+"""
+
+import uuid
+
+import pytest
+from fastapi.testclient import TestClient
+
+from app.core.constants import ROLE_USER
+
+pytestmark = pytest.mark.integration
+
+_ROLES = "/api/v1/system/business-roles"
+_TEMPLATES = "/api/v1/system/business-roles/meta/templates"
+
+
+def _new_code() -> str:
+    return f"t_br_{uuid.uuid4().hex[:6]}"
+
+
+class TestCrudFlow:
+    """正向链路：建 → 查（列表 + 模板下拉）→ 改 → 删。"""
+
+    def test_新增自定义岗位并联动列表(self, client: TestClient, admin: dict) -> None:
+        code = _new_code()
+        resp = client.post(
+            _ROLES,
+            json={
+                "role_code": code,
+                "role_name": "集成测试岗位",
+                "calc_template": "TPL_SALESPERSON_DECAY",
+                "description": "集成测试",
+                "sort_order": 50,
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 200, resp.text
+        body = resp.json()["data"]
+        assert body["role_code"] == code
+        assert body["is_builtin"] == 0
+        assert body["status"] == 1
+
+        listed = client.get(_ROLES, params={"keyword": code}, headers=admin["headers"])
+        assert any(r["role_code"] == code for r in listed.json()["data"]["list"])
+
+        # 清理
+        assert client.delete(f"{_ROLES}/{body['id']}", headers=admin["headers"]).status_code == 200
+
+    def test_重复编码拒绝(self, client: TestClient, admin: dict) -> None:
+        code = _new_code()
+        payload = {
+            "role_code": code,
+            "role_name": "首个",
+            "calc_template": "TPL_SALESPERSON_DECAY",
+        }
+        assert client.post(_ROLES, json=payload, headers=admin["headers"]).status_code == 200
+        dup = client.post(_ROLES, json=payload, headers=admin["headers"])
+        assert dup.status_code == 400
+        assert "已存在" in dup.json()["message"]
+        client.delete(
+            f"{_ROLES}/{client.get(_ROLES, params={'keyword': code}, headers=admin['headers']).json()['data']['list'][0]['id']}",
+            headers=admin["headers"],
+        )
+
+    def test_模板编码非法拒绝(self, client: TestClient, admin: dict) -> None:
+        resp = client.post(
+            _ROLES,
+            json={
+                "role_code": _new_code(),
+                "role_name": "坏模板岗位",
+                "calc_template": "TPL_NOT_EXIST",
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 400
+
+    def test_编辑岗位换模板生效(self, client: TestClient, admin: dict) -> None:
+        code = _new_code()
+        created = client.post(
+            _ROLES,
+            json={
+                "role_code": code,
+                "role_name": "待改岗位",
+                "calc_template": "TPL_SALESPERSON_DECAY",
+            },
+            headers=admin["headers"],
+        ).json()["data"]
+        updated = client.put(
+            f"{_ROLES}/{created['id']}",
+            json={
+                "role_name": "已改岗位",
+                "calc_template": "TPL_ENTERPRISE_FIXED",
+                "sort_order": 7,
+            },
+            headers=admin["headers"],
+        )
+        assert updated.status_code == 200
+        body = updated.json()["data"]
+        assert body["role_name"] == "已改岗位"
+        assert body["calc_template"] == "TPL_ENTERPRISE_FIXED"
+        assert body["role_code"] == code  # 编码不变
+        client.delete(f"{_ROLES}/{created['id']}", headers=admin["headers"])
+
+    def test_模板下拉含五个模板且声明参数已注册(self, client: TestClient, admin: dict) -> None:
+        options = client.get(_TEMPLATES, headers=admin["headers"]).json()["data"]
+        assert len(options) == 5
+        for tpl in options:
+            assert tpl["params"], f"{tpl['code']} 未声明参数"
+
+
+class TestBuiltinProtection:
+    """内置岗位（种子 3 个）禁删禁停 —— 参数维度与模板按编码锚定。"""
+
+    def test_停用内置岗位_403(self, client: TestClient, admin: dict) -> None:
+        rows = client.get(
+            _ROLES, params={"keyword": "salesperson"}, headers=admin["headers"]
+        ).json()["data"]["list"]
+        target = next(r for r in rows if r["role_code"] == "salesperson" and r["is_builtin"] == 1)
+        resp = client.put(
+            f"{_ROLES}/{target['id']}/status", json={"status": 0}, headers=admin["headers"]
+        )
+        assert resp.status_code == 403
+
+    def test_删除内置岗位_403(self, client: TestClient, admin: dict) -> None:
+        rows = client.get(
+            _ROLES, params={"keyword": "sales_manager"}, headers=admin["headers"]
+        ).json()["data"]["list"]
+        target = next(r for r in rows if r["role_code"] == "sales_manager")
+        resp = client.delete(f"{_ROLES}/{target['id']}", headers=admin["headers"])
+        assert resp.status_code == 403
+
+    def test_种子内置岗位三个且不可删标记正确(self, client: TestClient, admin: dict) -> None:
+        rows = client.get(_ROLES, params={"pageSize": 50}, headers=admin["headers"]).json()["data"][
+            "list"
+        ]
+        builtins = [r for r in rows if r["is_builtin"] == 1]
+        assert {r["role_code"] for r in builtins} == {
+            "salesperson",
+            "sales_manager",
+            "info_officer",
+        }
+
+
+class TestPermission:
+    """权限：普通用户全部 403（当前默认管理员专用）。"""
+
+    def test_普通用户访问岗位列表_403(self, client: TestClient, make_user, auth_headers) -> None:
+        user = make_user([ROLE_USER])
+        headers = auth_headers(user)
+        assert client.get(_ROLES, headers=headers).status_code == 403

backend/tests/integration/test_param_management.py

@@ -0,0 +1,347 @@
+"""计提参数管理接口集成测试（需要 MySQL 与 Redis）。
+
+守的是参数体系的口径与留痕 —— 时点化取值错一天、同日变更取错条目、
+旧值丢失、未来值泄漏到当前快照，任何一条都会直接算错钱。
+
+关键复现（全部来自 2026-10-12 业务裁决）：
+- 企业户 2‰（2026-02-17 起）→ 3‰（2026-08-13 起）的按日回溯
+- 业务员 27 天 → 97/10000，折算 15000，绩效 145.5，可付 52.38（预览金标准）
+- 同日多次变更取最新一条；撤回未生效批次后解析回退
+
+运行前置：``docker compose -f docker/docker-compose.dev.yml up -d``
+"""
+
+from datetime import date, timedelta
+from fractions import Fraction
+
+import pytest
+from fastapi.testclient import TestClient
+from sqlalchemy import delete
+
+from app.core.constants import ROLE_USER
+from app.core.db import get_session_factory
+from app.models import ParamChangeBatch, ParamValue
+
+pytestmark = pytest.mark.integration
+
+_PARAMS = "/api/v1/system/params"
+
+# 种子基线（与 V3 迁移一致）：断言的「预期值」均以此为准
+_SEED_PREPAY = "10"
+_SEED_START_RATIO = "60"
+
+
+@pytest.fixture
+def track_batches():
+    """记录测试创建的批次 id，用例结束整批清理（条目 + 批次头）。"""
+    created: list[int] = []
+
+    def _track(batch_id: int) -> None:
+        created.append(batch_id)
+
+    yield _track
+
+    factory = get_session_factory()
+    with factory() as session:
+        if created:
+            session.execute(delete(ParamValue).where(ParamValue.batch_id.in_(created)))
+            session.execute(delete(ParamChangeBatch).where(ParamChangeBatch.id.in_(created)))
+        session.commit()
+
+
+def _snapshot_value(client: TestClient, admin: dict, param_code: str, *, as_of: str) -> str | None:
+    """从目录接口取某参数默认维度的当前生效值。"""
+    items = client.get(_PARAMS, params={"as_of": as_of}, headers=admin["headers"]).json()["data"]
+    match = next(item for item in items if item["param_code"] == param_code)
+    dims = [v for v in match["values"] if v["dimension_value"] == ""]
+    return dims[0]["value_text"] if dims else None
+
+
+class TestCatalog:
+    """参数目录：种子完整性与时点化回溯。"""
+
+    def test_目录共16项且覆盖七个分组(self, client: TestClient, admin: dict) -> None:
+        items = client.get(_PARAMS, headers=admin["headers"]).json()["data"]
+        assert len(items) == 16
+        groups = {item["param_group"] for item in items}
+        assert groups == {
+            "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",
+        }
+
+    def test_企业户比例按到账日回溯_2千分3千分双种子(self, client: TestClient, admin: dict) -> None:
+        before = _snapshot_value(client, admin, "enterprise.rate", as_of="2026-08-12")
+        after = _snapshot_value(client, admin, "enterprise.rate", as_of="2026-08-13")
+        assert (before, after) == ("2", "3")
+
+    def test_业务员斜率为精确分数_非截断小数(self, client: TestClient, admin: dict) -> None:
+        items = client.get(_PARAMS, headers=admin["headers"]).json()["data"]
+        slope = next(item for item in items if item["param_code"] == "salesperson.rate.slope")
+        values = [v["value_text"] for v in slope["values"]]
+        assert values == ["4/360"]  # 分数式原样存储，禁 0.011111 截断
+
+
+class TestChangeLifecycle:
+    """变更生命周期：提交 → 生效 → 同日取最新 → 撤回回退。"""
+
+    def test_立即生效_快照变化且历史含旧值(
+        self, client: TestClient, admin: dict, track_batches
+    ) -> None:
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 1,
+                "remark": "集成-立即生效",
+                "items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "12"}],
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 200, resp.text
+        batch = resp.json()["data"]
+        track_batches(batch["id"])
+        assert batch["item_count"] == 1
+        assert batch["version_no"].startswith("P")
+
+        value = _snapshot_value(client, admin, "prepay.rate", as_of=str(date.today()))
+        assert value == "12"
+
+        history = client.get(
+            f"{_PARAMS}/prepay.rate/history",
+            params={"pageNum": 1, "pageSize": 5},
+            headers=admin["headers"],
+        ).json()["data"]
+        assert history["total"] >= 2  # 种子 1 条 + 本次 1 条
+        assert history["list"][0]["old_value_text"] == _SEED_PREPAY
+        assert history["list"][0]["value_text"] == "12"
+
+    def test_未来生效_当前快照不泄漏_到期后生效(
+        self, client: TestClient, admin: dict, track_batches
+    ) -> None:
+        future = date.today() + timedelta(days=30)
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 2,
+                "effective_date": future.isoformat(),
+                "remark": "集成-未来生效",
+                "items": [
+                    {"param_code": "payment.start.ratio", "dimension_value": "", "value": "65"}
+                ],
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 200
+        batch = resp.json()["data"]
+        track_batches(batch["id"])
+
+        today_value = _snapshot_value(client, admin, "payment.start.ratio", as_of=str(date.today()))
+        assert today_value == _SEED_START_RATIO  # 未来值不泄漏
+        future_value = _snapshot_value(
+            client, admin, "payment.start.ratio", as_of=future.isoformat()
+        )
+        assert future_value == "65"  # 到期即生效
+
+    def test_同日多次变更_取最新一条(self, client: TestClient, admin: dict, track_batches) -> None:
+        for value in ("12", "11"):
+            resp = client.post(
+                f"{_PARAMS}/changes",
+                json={
+                    "change_type": 1,
+                    "items": [{"param_code": "prepay.rate", "dimension_value": "", "value": value}],
+                },
+                headers=admin["headers"],
+            )
+            assert resp.status_code == 200
+            track_batches(resp.json()["data"]["id"])
+        value = _snapshot_value(client, admin, "prepay.rate", as_of=str(date.today()))
+        assert value == "11"
+
+    def test_撤回未生效批次_解析回退(self, client: TestClient, admin: dict, track_batches) -> None:
+        future = date.today() + timedelta(days=30)
+        batch = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 2,
+                "effective_date": future.isoformat(),
+                "items": [{"param_code": "barter.discount", "dimension_value": "", "value": "85"}],
+            },
+            headers=admin["headers"],
+        ).json()["data"]
+        track_batches(batch["id"])
+
+        future_value = _snapshot_value(client, admin, "barter.discount", as_of=future.isoformat())
+        assert future_value == "85"
+
+        assert (
+            client.delete(f"{_PARAMS}/changes/{batch['id']}", headers=admin["headers"]).status_code
+            == 200
+        )
+        rolled_back = _snapshot_value(client, admin, "barter.discount", as_of=future.isoformat())
+        assert rolled_back == _SEED_BARTER
+
+    def test_撤回已生效批次_400(self, client: TestClient, admin: dict, track_batches) -> None:
+        batch = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 1,
+                "items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "12"}],
+            },
+            headers=admin["headers"],
+        ).json()["data"]
+        track_batches(batch["id"])
+        resp = client.delete(f"{_PARAMS}/changes/{batch['id']}", headers=admin["headers"])
+        assert resp.status_code == 400
+        assert "已生效" in resp.json()["message"]
+
+
+_SEED_BARTER = "80"
+
+
+class TestValidation:
+    """值校验：畸形值在写入前拒绝（审查重点 1）。"""
+
+    def test_超取值上限拒绝(self, client: TestClient, admin: dict) -> None:
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 1,
+                "items": [{"param_code": "barter.discount", "dimension_value": "", "value": "120"}],
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 400
+
+    def test_枚举越界拒绝(self, client: TestClient, admin: dict) -> None:
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 1,
+                "items": [
+                    {"param_code": "payment.weight.mode", "dimension_value": "", "value": "PARTIAL"}
+                ],
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 400
+
+    def test_除零分数拒绝(self, client: TestClient, admin: dict) -> None:
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 1,
+                "items": [{"param_code": "barter.discount", "dimension_value": "", "value": "1/0"}],
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 400
+
+    def test_指定日期早于今日拒绝(self, client: TestClient, admin: dict) -> None:
+        yesterday = date.today() - timedelta(days=1)
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 2,
+                "effective_date": yesterday.isoformat(),
+                "items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "9"}],
+            },
+            headers=admin["headers"],
+        )
+        assert resp.status_code == 400
+
+
+class TestPreview:
+    """计算预览：业务裁决的「金标准」数值精确复现。"""
+
+    def test_业务员27天全链路精确复现(self, client: TestClient, admin: dict) -> None:
+        payload = {
+            "business_role": "salesperson",
+            "customer_type": "personal",
+            "product_category": "municipal_water",
+            "ship_date": "2025-12-15",
+            "receipt_date": "2026-01-10",
+            "revenue": "100000",
+            "profit": "45000",
+            "received_amount": "60000",
+        }
+        data = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).json()[
+            "data"
+        ]
+        assert data["payment_days"] == 27
+        assert data["rate"] == "97/10000"  # 10‰ − 27 × 4/360‰
+        assert data["profit_rate"] == "9/20"  # 45% 不含运费
+        assert data["converted_profit"] == "15000"  # 100000 × (45% − 30%)
+        assert data["performance_amount"] == "145.5"
+        assert data["start_payment_ok"] is True
+        assert data["payment_weight_r"] == 60
+        assert data["payable_amount"] == "52.38"  # 145.5 × 60% × 60%
+
+    def test_361天分界_固定下限4千分(self, client: TestClient, admin: dict) -> None:
+        payload = {
+            "business_role": "salesperson",
+            "customer_type": "personal",
+            "product_category": "municipal_water",
+            "ship_date": "2025-01-10",
+            "receipt_date": "2026-01-10",  # 366 天 ≥ 361
+            "revenue": "100000",
+            "profit": "45000",
+            "received_amount": "100000",
+        }
+        data = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).json()[
+            "data"
+        ]
+        # Fraction 自动约分：4/1000 存储为 1/250，按数值断言
+        assert Fraction(data["rate"]) == Fraction(4, 1000)
+
+    def test_经理聚合口径_预览拒绝(self, client: TestClient, admin: dict) -> None:
+        payload = {
+            "business_role": "sales_manager",
+            "customer_type": "personal",
+            "product_category": "municipal_water",
+            "ship_date": "2026-01-01",
+            "receipt_date": "2026-02-01",
+            "revenue": "100000",
+            "profit": "45000",
+            "received_amount": "0",
+        }
+        resp = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"])
+        assert resp.status_code == 400
+        assert "聚合" in resp.json()["message"]
+
+    def test_回款日早于发货日_400(self, client: TestClient, admin: dict) -> None:
+        payload = {
+            "business_role": "salesperson",
+            "customer_type": "personal",
+            "product_category": "municipal_water",
+            "ship_date": "2026-01-10",
+            "receipt_date": "2026-01-01",
+            "revenue": "100000",
+            "profit": "45000",
+            "received_amount": "0",
+        }
+        assert (
+            client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).status_code
+            == 400
+        )
+
+
+class TestPermission:
+    """权限：普通用户全部 403。"""
+
+    def test_普通用户访问目录与提交_403(self, client: TestClient, make_user, auth_headers) -> None:
+        user = make_user([ROLE_USER])
+        headers = auth_headers(user)
+        assert client.get(_PARAMS, headers=headers).status_code == 403
+        resp = client.post(
+            f"{_PARAMS}/changes",
+            json={
+                "change_type": 1,
+                "items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "9"}],
+            },
+            headers=headers,
+        )
+        assert resp.status_code == 403

backend/tests/unit/test_audit_serialization.py

@@ -62,7 +62,20 @@ class TestSerializeRequestData:
     def test_手机号被脱敏(self) -> None:
         text = _serialize_request_data({"phone": "13812345678"}) or ""
         assert "13812345678" not in text
-        assert "138****5678" in text
+        # phone 键已加入结构化抹除清单（整值 ***）—— 带空格/横线分隔的号码
+        # （如 138 0013 8000）会穿过分值文本正则，键名整值抹除是更强的防线
+        assert '"phone": "***"' in text
+
+    def test_带分隔符的手机号被脱敏(self) -> None:
+        """修复回归：'138 0013 8000' 类分隔符写法曾同时穿过分值正则与键名清单。"""
+        for payload in (
+            {"phone": "138 0013 8000"},
+            {"phone": "138-0013-8000"},
+            {"mobile": "13800138000"},
+        ):
+            text = _serialize_request_data(payload) or ""
+            assert "13800138000" not in text.replace(" ", "").replace("-", "")
+            assert "***" in text
 
     def test_超长中文按字节边界截断且无残字(self) -> None:
         """75000 字节（25000 个汉字）必然超限：

backend/tests/unit/test_formula.py

@@ -0,0 +1,131 @@
+"""公式纯函数测试。
+
+守的是：算钱公式的精确性与边界 —— 一旦按 float 或字面量截断计算，
+360/361 天分界、4/360 斜率、27 天回款示例会全部错位，直接影响工资金额。
+断言一律用 Fraction/Decimal 精确值，禁近似比较。
+"""
+
+from datetime import date
+from decimal import Decimal
+from fractions import Fraction
+
+from app.services.formula import (
+    apply_barter,
+    converted_profit,
+    payment_days,
+    payment_weight,
+    performance_amount,
+    profit_rate,
+    salesperson_rate,
+    start_payment_ok,
+)
+
+# 与迁移种子一致的业务员参数（存储口径：start/floor 为 ‰ 数，slope 为 ‰/天）
+SP_START = Fraction(10)
+SP_SLOPE = Fraction(4, 360)
+SP_FLOOR = Fraction(4)
+SP_BOUNDARY = 360
+
+
+def _sp_rate(days: int) -> Fraction:
+    return salesperson_rate(
+        days, start=SP_START, slope=SP_SLOPE, floor=SP_FLOOR, boundary_days=SP_BOUNDARY
+    )
+
+
+class TestPaymentDays:
+    """回款天数：发货日首日计第 1 天（对照表 #1；需规「26 天」示例作废）。"""
+
+    def test_发货日当天回款为第1天(self) -> None:
+        d = date(2026, 1, 1)
+        assert payment_days(d, d) == 1
+
+    def test_12月15日发货1月10日回款为27天(self) -> None:
+        assert payment_days(date(2025, 12, 15), date(2026, 1, 10)) == 27
+
+    def test_跨年按自然日连续累计(self) -> None:
+        assert payment_days(date(2025, 12, 31), date(2026, 1, 1)) == 2
+
+
+class TestSalespersonRate:
+    """业务员计提比例：1~360 天线性递减、≥361 天固定下限（对照表 #4）。"""
+
+    def test_第360天恰为千分之6_线性段终点(self) -> None:
+        assert _sp_rate(360) == Fraction(6, 1000)
+
+    def test_第361天固定下限千分之4_分界线(self) -> None:
+        # 公式外推为 5.989‰，业务确认「360 为分界线，360 以后按千分之四」
+        assert _sp_rate(361) == Fraction(4, 1000)
+
+    def test_第1天按公式为899比90000_非取整为10(self) -> None:
+        # 需规图示「第 1 天对应 10‰」为上限参考；公式值 = (10 − 4/360)/1000 = 899/90000
+        assert _sp_rate(1) == Fraction(899, 90000)
+
+    def test_第180天线性段中点千分之8(self) -> None:
+        assert _sp_rate(180) == Fraction(8, 1000)
+
+    def test_返回值为纯比例_非千分数(self) -> None:
+        # 绩效 = 折算额 × 比例，比例必须是 0.006 而非 6
+        assert _sp_rate(360) == Fraction(6, 1000)
+        assert _sp_rate(360) != Fraction(6)
+
+
+class TestProfitRate:
+    """毛利润率：不含运费口径（对照表 #2），毛利润额 / 销售额。"""
+
+    def test_毛利润率_不含运费(self) -> None:
+        assert profit_rate(Decimal("45"), Decimal("100")) == Fraction(9, 20)
+
+    def test_销售额为零_返回零_防除零(self) -> None:
+        assert profit_rate(Decimal("0"), Decimal("0")) == Fraction(0)
+
+
+class TestConvertedProfit:
+    """折算毛利润额（化简式）：销售额 ×(毛利润率 − 阈值)（对照表 #12/#13）。"""
+
+    def test_化简式结果_市政水利30点阈值(self) -> None:
+        # 100 × (9/20 − 30/100) = 15
+        assert converted_profit(Decimal("100"), Fraction(9, 20), Fraction(30)) == Decimal("15")
+
+    def test_化简式与定义式等价(self) -> None:
+        # 定义式：毛利润额 / 毛利润率 × (毛利润率 − 阈值) = 45 / (9/20) × (9/20 − 3/10) = 15
+        revenue, profit = Decimal("100"), Decimal("45")
+        rate = profit_rate(profit, revenue)
+        assert converted_profit(revenue, rate, Fraction(30)) == Decimal("15")
+
+    def test_毛利润额为零_折算为零_不除零(self) -> None:
+        assert converted_profit(Decimal("0"), Fraction(0), Fraction(30)) == Decimal("0")
+
+    def test_毛利润率低于阈值_折算为负_不归零(self) -> None:
+        # 100 × (1/10 − 3/10) = -20（业务确认负值正常计算）
+        assert converted_profit(Decimal("100"), Fraction(1, 10), Fraction(30)) == Decimal("-20")
+
+
+class TestPerformanceAmount:
+    """绩效 = 折算毛利润额 × 计提比例（乘法方向，对照表 #3）。"""
+
+    def test_乘法方向_折算额乘比例(self) -> None:
+        # 15000 × 97/10000 = 145.5
+        assert performance_amount(Decimal("15000"), Fraction(97, 10000)) == Decimal("145.5")
+
+    def test_负折算额_绩效为负不归零(self) -> None:
+        assert performance_amount(Decimal("-20"), Fraction(6, 1000)) == Decimal("-0.12")
+
+
+class TestModifiers:
+    """修饰器：以物抵顶、支付权重 R×R、起付判定（对照表 #21/#22/#24）。"""
+
+    def test_以物抵顶_按80点折算(self) -> None:
+        assert apply_barter(Decimal("145.5"), Fraction(80)) == Decimal("116.4")
+
+    def test_支付权重_R为60时0点36(self) -> None:
+        assert payment_weight(60) == Fraction(36, 100)
+
+    def test_支付权重_R为100时全额(self) -> None:
+        assert payment_weight(100) == Fraction(1)
+
+    def test_起付判定_达到60点(self) -> None:
+        assert start_payment_ok(Decimal("60000"), Decimal("100000"), Fraction(60)) is True
+
+    def test_起付判定_未达到60点(self) -> None:
+        assert start_payment_ok(Decimal("59999"), Decimal("100000"), Fraction(60)) is False

backend/tests/unit/test_models.py

@@ -19,6 +19,10 @@ EXPECTED_TABLES = {
     "role_permissions",
     "login_logs",
     "operation_logs",
+    "business_roles",
+    "param_definitions",
+    "param_change_batches",
+    "param_values",
 }
 
 

backend/tests/unit/test_param_registry.py

@@ -0,0 +1,154 @@
+"""参数注册表与公式模板注册表测试。
+
+守的是：注册表是参数种子数据与运行期校验的唯一来源 —— 一旦编码或默认值
+与迁移种子漂移，参数解析会取到错误口径；一旦取值校验失守，
+畸形值（如 "1/0"）会落库并在核算时崩溃或算错钱。
+"""
+
+from fractions import Fraction
+
+import pytest
+
+from app.core.exceptions import BadRequestError
+from app.services.calc_templates import TEMPLATES, get_template, required_params
+from app.services.param_registry import (
+    PARAM_REGISTRY,
+    get_spec,
+    parse_fraction,
+    validate_and_normalize,
+)
+
+# 与 db/migration/V3 迁移种子保持一致的 16 项编码
+EXPECTED_CODES = {
+    "salesperson.rate.start",
+    "salesperson.rate.slope",
+    "salesperson.rate.floor",
+    "salesperson.days.boundary",
+    "manager.share.team",
+    "manager.share.company",
+    "enterprise.rate",
+    "info.rate",
+    "prepay.rate",
+    "barter.discount",
+    "payment.start.ratio",
+    "payment.weight.mode",
+    "product.threshold",
+    "salary.basic.mode",
+    "probation.annual.threshold",
+    "probation.salary.basic",
+}
+
+
+class TestRegistry:
+    """注册表元数据完整性（与迁移种子同源）。"""
+
+    def test_注册表共16项(self) -> None:
+        assert len(PARAM_REGISTRY) == 16
+
+    def test_编码集合与迁移种子一致(self) -> None:
+        assert set(PARAM_REGISTRY) == EXPECTED_CODES
+
+    def test_每项必填字段非空(self) -> None:
+        for spec in PARAM_REGISTRY.values():
+            assert spec.code, "code 为空"
+            assert spec.name, f"{spec.code} 缺中文名称"
+            assert spec.group, f"{spec.code} 缺分组"
+            assert spec.value_type in {"DECIMAL", "INT", "BOOL", "ENUM", "TEXT"}
+
+    def test_默认值可按类型解析(self) -> None:
+        for spec in PARAM_REGISTRY.values():
+            if spec.default_value is None:
+                continue
+            if spec.value_type in {"DECIMAL", "INT"}:
+                parse_fraction(spec.default_value)  # 不可解析会抛 BadRequestError
+            elif spec.value_type == "ENUM":
+                assert spec.options, f"{spec.code} 为 ENUM 但无选项"
+                assert spec.default_value in spec.options
+
+    def test_取值域上下限可解析(self) -> None:
+        for spec in PARAM_REGISTRY.values():
+            if spec.value_min is not None:
+                parse_fraction(spec.value_min)
+            if spec.value_max is not None:
+                parse_fraction(spec.value_max)
+
+    def test_取未注册编码抛ValueError_属代码缺陷(self) -> None:
+        with pytest.raises(ValueError):
+            get_spec("not.exist.code")
+
+
+class TestParseFraction:
+    """Fraction 精确解析：4/360 不许经 float 中转。"""
+
+    def test_分数式精确解析_4除以360(self) -> None:
+        assert parse_fraction("4/360") == Fraction(1, 90)
+
+    def test_整数解析(self) -> None:
+        assert parse_fraction("10") == Fraction(10)
+
+    def test_小数解析(self) -> None:
+        assert parse_fraction("12.5") == Fraction(25, 2)
+
+    def test_除零分数拒绝(self) -> None:
+        with pytest.raises(BadRequestError):
+            parse_fraction("1/0")
+
+    def test_非数字拒绝(self) -> None:
+        with pytest.raises(BadRequestError):
+            parse_fraction("abc")
+
+
+class TestValidateAndNormalize:
+    """参数值校验：类型/取值域/枚举（审查重点 1：畸形值不得落库）。"""
+
+    def test_去除首尾空白后返回规范值(self) -> None:
+        spec = PARAM_REGISTRY["barter.discount"]
+        assert validate_and_normalize(spec, " 80 ") == "80"
+
+    def test_超取值域上限拒绝(self) -> None:
+        spec = PARAM_REGISTRY["barter.discount"]  # value_max=100
+        with pytest.raises(BadRequestError):
+            validate_and_normalize(spec, "120")
+
+    def test_低于取值域下限拒绝(self) -> None:
+        spec = PARAM_REGISTRY["barter.discount"]  # value_min=0
+        with pytest.raises(BadRequestError):
+            validate_and_normalize(spec, "-1")
+
+    def test_枚举越界拒绝(self) -> None:
+        spec = PARAM_REGISTRY["payment.weight.mode"]
+        with pytest.raises(BadRequestError):
+            validate_and_normalize(spec, "PARTIAL")
+
+    def test_枚举合法值通过(self) -> None:
+        spec = PARAM_REGISTRY["payment.weight.mode"]
+        assert validate_and_normalize(spec, "BALANCE") == "BALANCE"
+
+    def test_整数类型拒绝小数(self) -> None:
+        spec = PARAM_REGISTRY["salesperson.days.boundary"]
+        with pytest.raises(BadRequestError):
+            validate_and_normalize(spec, "360.5")
+
+    def test_分数式斜率原样保留不截断(self) -> None:
+        spec = PARAM_REGISTRY["salesperson.rate.slope"]
+        assert validate_and_normalize(spec, "4/360") == "4/360"
+
+
+class TestTemplates:
+    """公式模板注册表：有限集合，声明参数必须真实存在。"""
+
+    def test_共五个模板(self) -> None:
+        assert len(TEMPLATES) == 5
+
+    def test_模板声明参数均在注册表内(self) -> None:
+        for tpl in TEMPLATES.values():
+            for code in tpl.params:
+                assert code in PARAM_REGISTRY, f"{tpl.code} 声明了未注册参数 {code}"
+
+    def test_取模板声明参数(self) -> None:
+        params = required_params("TPL_SALESPERSON_DECAY")
+        assert "salesperson.rate.slope" in params
+
+    def test_未知模板抛ValueError_属代码缺陷(self) -> None:
+        with pytest.raises(ValueError):
+            get_template("TPL_NOT_EXIST")

backend/tests/unit/test_param_snapshot.py

@@ -0,0 +1,95 @@
+"""参数快照（时点化取值）测试。
+
+守的是：覆盖链与兜底 —— 一旦取错维度（如企业户取到市政阈值行）
+或漏兜底，核算会用错口径或直接崩溃；同日多次变更必须取最新留痕。
+仓储 SQL 的排序语义（同日取 id 最大）在集成测试中覆盖。
+"""
+
+from dataclasses import FrozenInstanceError
+from datetime import date
+from fractions import Fraction
+
+import pytest
+
+from app.services.param_service import ParamSnapshot
+
+
+def _snap(rows: list[tuple[str, str, str]]) -> ParamSnapshot:
+    """构造快照。rows 须模拟仓储输出：同一 (code, dim) 的最新值在前。"""
+    # 仓储实际返回 4 元组（含生效日期）；单测关注覆盖链，统一补同一个日期
+    return ParamSnapshot.from_rows(
+        date(2026, 10, 1), [(code, dim, value, date(2026, 1, 1)) for code, dim, value in rows]
+    )
+
+
+class TestCoverChain:
+    """覆盖链：角色维度 > 产品类别维度 > 默认行（''）。"""
+
+    def test_产品类别维度优先于默认行(self) -> None:
+        snap = _snap([("enterprise.rate", "", "3"), ("enterprise.rate", "municipal_water", "2")])
+        assert snap.get("enterprise.rate", product_category="municipal_water") == "2"
+
+    def test_无匹配维度时落默认行(self) -> None:
+        snap = _snap([("enterprise.rate", "", "3"), ("enterprise.rate", "municipal_water", "2")])
+        assert snap.get("enterprise.rate", product_category="rail_transit") == "3"
+
+    def test_角色维度优先于产品类别维度(self) -> None:
+        snap = _snap([("some.param", "municipal_water", "A"), ("some.param", "salesperson", "B")])
+        got = snap.get("some.param", role_code="salesperson", product_category="municipal_water")
+        assert got == "B"
+
+    def test_无任何维度匹配且无默认行_回退注册表默认值(self) -> None:
+        snap = _snap([("enterprise.rate", "municipal_water", "2")])
+        # 轨交无行、无默认行 → 回退注册表 default_value（3）
+        assert snap.fraction("enterprise.rate", product_category="rail_transit") == Fraction(3)
+
+
+class TestFallback:
+    """注册表默认值兜底（种子缺失时的安全网）。"""
+
+    def test_未定义参数按注册表默认值兜底(self) -> None:
+        snap = _snap([])
+        assert snap.fraction("prepay.rate") == Fraction(10)
+
+    def test_未注册编码抛ValueError_属代码缺陷(self) -> None:
+        snap = _snap([])
+        with pytest.raises(ValueError):
+            snap.fraction("not.registered.code")
+
+
+class TestSameDayChanges:
+    """同日多次变更：仓储 SQL 已按 (effective_date, id) 倒序，快照取先出现者。"""
+
+    def test_同日多次变更取最新一条(self) -> None:
+        snap = _snap([("enterprise.rate", "", "3"), ("enterprise.rate", "", "2")])
+        assert snap.fraction("enterprise.rate") == Fraction(3)
+
+
+class TestTypedGetters:
+    """类型化取值：Fraction 精确解析、整数、布尔、文本。"""
+
+    def test_fraction精确解析分数式(self) -> None:
+        snap = _snap([("salesperson.rate.slope", "salesperson", "4/360")])
+        assert snap.fraction("salesperson.rate.slope", role_code="salesperson") == Fraction(1, 90)
+
+    def test_integer(self) -> None:
+        snap = _snap([("salesperson.days.boundary", "salesperson", "360")])
+        assert snap.integer("salesperson.days.boundary", role_code="salesperson") == 360
+
+    def test_text返回枚举原文(self) -> None:
+        snap = _snap([("payment.weight.mode", "", "FULL")])
+        assert snap.text("payment.weight.mode") == "FULL"
+
+    def test_boolean(self) -> None:
+        snap = _snap([("some.flag", "", "1")])
+        assert snap.boolean("some.flag") is True
+        assert snap.boolean("some.flag") is not False
+
+
+class TestImmutability:
+    """快照冻结：解析结果不得被调用方改写（核算期间一致性）。"""
+
+    def test_字段不可赋值(self) -> None:
+        snap = _snap([])
+        with pytest.raises(FrozenInstanceError):
+            snap.biz_date = date(2026, 1, 1)  # type: ignore[misc]

backend/uv.lock

@@ -221,6 +221,15 @@ wheels = [
     { url = "https://pypi.tuna.tsinghua.edu.cn/packages/f6/b6/a1faf3a27ae9405fb34b1713cc73b2d8a26b04d5c561578fa2e6ef3e5bb9/cryptography-50.0.2-cp39-abi3-win_amd64.whl", hash = "sha256:4e81d95e5bafc2d6e34e4bed780e53e4d5b9a2f928573428aa4d35fbec1eb0de", size = 3854095, upload-time = "2026-09-30T15:29:46.782Z" },
 ]
 
+[[package]]
+name = "et-xmlfile"
+version = "2.0.0"
+source = { registry = "https://pypi.tuna.tsinghua.edu.cn/simple" }
+sdist = { url = "https://pypi.tuna.tsinghua.edu.cn/packages/d3/38/af70d7ab1ae9d4da450eeec1fa3918940a5fafb9055e934af8d6eb0c2313/et_xmlfile-2.0.0.tar.gz", hash = "sha256:dab3f4764309081ce75662649be815c4c9081e88f0837825f90fd28317d4da54", size = 17234, upload-time = "2024-10-25T17:25:40.039Z" }
+wheels = [
+    { url = "https://pypi.tuna.tsinghua.edu.cn/packages/c1/8b/5fe2cc11fee489817272089c4203e679c63b570a5aaeb18d852ae3cbba6a/et_xmlfile-2.0.0-py3-none-any.whl", hash = "sha256:7a91720bc756843502c3b7504c77b8fe44217c85c537d85037f0f536151b2caa", size = 18059, upload-time = "2024-10-25T17:25:39.051Z" },
+]
+
 [[package]]
 name = "fakeredis"
 version = "2.39.0"
@@ -378,6 +387,18 @@ wheels = [
     { url = "https://pypi.tuna.tsinghua.edu.cn/packages/c5/8e/4c24208776a65878d656996945aacfbfe010d3720d1a98fc0eb8491fc03b/markupsafe-3.0.4-cp312-cp312-win_arm64.whl", hash = "sha256:a4bbd2d87dd233b9fc5812160c3d0ffbe42edc22a26ce0469f58479ede633fe9", size = 14174, upload-time = "2026-10-02T23:05:07.617Z" },
 ]
 
+[[package]]
+name = "openpyxl"
+version = "3.1.5"
+source = { registry = "https://pypi.tuna.tsinghua.edu.cn/simple" }
+dependencies = [
+    { name = "et-xmlfile" },
+]
+sdist = { url = "https://pypi.tuna.tsinghua.edu.cn/packages/3d/f9/88d94a75de065ea32619465d2f77b29a0469500e99012523b91cc4141cd1/openpyxl-3.1.5.tar.gz", hash = "sha256:cf0e3cf56142039133628b5acffe8ef0c12bc902d2aadd3e0fe5878dc08d1050", size = 186464, upload-time = "2024-06-28T14:03:44.161Z" }
+wheels = [
+    { url = "https://pypi.tuna.tsinghua.edu.cn/packages/c0/da/977ded879c29cbd04de313843e76868e6e13408a94ed6b987245dc7c8506/openpyxl-3.1.5-py2.py3-none-any.whl", hash = "sha256:5282c12b107bffeef825f4617dc029afaf41d0ea60823bbb665ef3079dc79de2", size = 250910, upload-time = "2024-06-28T14:03:41.161Z" },
+]
+
 [[package]]
 name = "opentelemetry-api"
 version = "1.45.1"
@@ -407,6 +428,7 @@ dependencies = [
     { name = "alembic" },
     { name = "captcha" },
     { name = "fastapi" },
+    { name = "openpyxl" },
     { name = "pillow" },
     { name = "pwdlib", extra = ["bcrypt"] },
     { name = "pydantic" },
@@ -433,6 +455,7 @@ requires-dist = [
     { name = "alembic", specifier = ">=1.14" },
     { name = "captcha", specifier = ">=0.6" },
     { name = "fastapi", specifier = ">=0.115" },
+    { name = "openpyxl", specifier = ">=3.1.5" },
     { name = "pillow", specifier = ">=11.0" },
     { name = "pwdlib", extras = ["bcrypt"], specifier = ">=0.2" },
     { name = "pydantic", specifier = ">=2.9" },

db/init/init-dev.sql

@@ -16,6 +16,10 @@
 SET NAMES utf8mb4;
 
 -- 删除顺序遵循外键依赖：先删子表
+DROP TABLE IF EXISTS `param_values`;
+DROP TABLE IF EXISTS `param_change_batches`;
+DROP TABLE IF EXISTS `param_definitions`;
+DROP TABLE IF EXISTS `business_roles`;
 DROP TABLE IF EXISTS `operation_logs`;
 DROP TABLE IF EXISTS `role_permissions`;
 DROP TABLE IF EXISTS `user_roles`;
@@ -167,6 +171,89 @@ CREATE INDEX idx_operation_logs_user_id ON operation_logs (user_id);
 
 CREATE INDEX idx_operation_logs_username ON operation_logs (username);
 
+-- ---------------------------------------------------------------------------
+-- 业务岗位角色表（V3 迁移）
+-- ---------------------------------------------------------------------------
+CREATE TABLE business_roles (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    role_code VARCHAR(32) NOT NULL 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 VARCHAR(64) NOT NULL COMMENT '岗位名称',
+    calc_template VARCHAR(32) NOT NULL COMMENT '计提公式模板编码（以代码内模板注册表为准）',
+    description VARCHAR(255) COMMENT '岗位说明',
+    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
+    status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
+    is_builtin TINYINT NOT NULL COMMENT '是否内置岗位：1内置（禁删禁停） 0自定义' DEFAULT '0',
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
+    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+    CONSTRAINT pk_business_roles PRIMARY KEY (id),
+    CONSTRAINT uk_business_roles_role_code UNIQUE (role_code)
+)CHARSET=utf8mb4 ENGINE=InnoDB 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）' COLLATE utf8mb4_general_ci;
+
+-- ---------------------------------------------------------------------------
+-- 计提参数定义表（V3 迁移）
+-- ---------------------------------------------------------------------------
+CREATE TABLE param_definitions (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    param_code VARCHAR(64) NOT NULL COMMENT '参数编码，如 salesperson.rate.slope',
+    param_name VARCHAR(64) NOT NULL COMMENT '参数名称',
+    param_group VARCHAR(32) NOT NULL 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 VARCHAR(16) NOT NULL COMMENT '值类型：DECIMAL/INT/BOOL/ENUM/TEXT',
+    unit VARCHAR(16) COMMENT '展示单位：‰/%/元/天，无单位为空',
+    dimension_type VARCHAR(32) NOT NULL COMMENT '维度类型：NONE/PRODUCT_CATEGORY/BUSINESS_ROLE' DEFAULT 'NONE',
+    options_text VARCHAR(255) COMMENT '枚举选项（竖线分隔），仅 ENUM 使用',
+    default_value VARCHAR(64) COMMENT '系统默认值（Fraction 可解析字符串）',
+    value_min VARCHAR(64) COMMENT '取值下限（含），校验用',
+    value_max VARCHAR(64) COMMENT '取值上限（含），校验用',
+    description VARCHAR(255) COMMENT '口径说明（配置页展示）',
+    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
+    status TINYINT NOT NULL COMMENT '状态：1启用 0停用' DEFAULT '1',
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
+    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
+    CONSTRAINT pk_param_definitions PRIMARY KEY (id),
+    CONSTRAINT uk_param_definitions_param_code UNIQUE (param_code)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='计提参数定义表' COLLATE utf8mb4_general_ci;
+
+-- ---------------------------------------------------------------------------
+-- 参数变更批次表（V3 迁移）
+-- ---------------------------------------------------------------------------
+CREATE TABLE param_change_batches (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    version_no VARCHAR(32) NOT NULL COMMENT '版本号，如 P20261012-01',
+    effective_date DATE NOT NULL COMMENT '生效日期（业务日期口径）',
+    change_type TINYINT NOT NULL COMMENT '生效方式：1立即生效 2指定日期生效',
+    remark VARCHAR(255) COMMENT '变更说明',
+    operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
+    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
+    item_count INTEGER NOT NULL COMMENT '变更参数项数' DEFAULT '0',
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT pk_param_change_batches PRIMARY KEY (id),
+    CONSTRAINT fk_param_change_batches_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL,
+    CONSTRAINT uk_param_change_batches_version_no UNIQUE (version_no)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数变更批次表' COLLATE utf8mb4_general_ci;
+
+-- ---------------------------------------------------------------------------
+-- 参数版本条目表（V3 迁移，append-only）
+-- ---------------------------------------------------------------------------
+CREATE TABLE param_values (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
+    param_id BIGINT UNSIGNED NOT NULL COMMENT '参数定义ID（param_definitions.id）',
+    dimension_value VARCHAR(32) NOT NULL COMMENT '维度取值：NONE维度为空串；产品类别/岗位编码为具体值' DEFAULT '',
+    effective_date DATE NOT NULL COMMENT '生效日期（按业务日期时点化取值）',
+    value_text VARCHAR(64) NOT NULL COMMENT '参数值（Fraction 可解析字符串/枚举码/开关）',
+    old_value_text VARCHAR(64) COMMENT '变更前值（留痕）',
+    batch_id BIGINT UNSIGNED NOT NULL COMMENT '变更批次ID（param_change_batches.id）',
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT pk_param_values PRIMARY KEY (id),
+    CONSTRAINT fk_param_values_batch_id FOREIGN KEY(batch_id) REFERENCES param_change_batches (id) ON DELETE RESTRICT,
+    CONSTRAINT fk_param_values_param_id FOREIGN KEY(param_id) REFERENCES param_definitions (id) ON DELETE RESTRICT
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数版本条目表（append-only，按生效日期时点化取值）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_param_values_batch_id ON param_values (batch_id);
+
+CREATE INDEX idx_param_values_effective_date ON param_values (effective_date);
+
+CREATE INDEX idx_param_values_param_id_dimension_value_effective_date ON param_values (param_id, dimension_value, effective_date);
+
 -- ---------------------------------------------------------------------------
 -- 字典数据：角色（与 V1 迁移中的初始化数据一致）
 -- ---------------------------------------------------------------------------
@@ -174,6 +261,57 @@ INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('admin
 
 INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('user', '普通用户', '业务操作', 2);
 
+-- ---------------------------------------------------------------------------
+-- 字典数据：业务岗位与计提参数（与 V3 迁移种子一致；口径依据 2026-10-12 业务裁决）
+-- 显式指定 id：param_values 按 param_id 引用定义，与迁移种子保持同源一致
+-- ---------------------------------------------------------------------------
+INSERT INTO business_roles (id, role_code, role_name, calc_template, description, sort_order, is_builtin) VALUES
+(1, 'salesperson', '营销员', 'TPL_SALESPERSON_DECAY', '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‰）', 1, 1),
+(2, 'sales_manager', '营销经理', 'TPL_MANAGER_SHARE', '经理绩效：∑本团队业务员绩效×12.5% + ∑全公司业务员绩效×5%', 2, 1),
+(3, 'info_officer', '信息员', 'TPL_INFO_SALES_FIXED', '信息员绩效：本人销售额×1‰', 3, 1);
+
+INSERT INTO param_change_batches (id, version_no, effective_date, change_type, remark, operator_name, item_count) VALUES
+(1, 'P20260101-00', '2026-01-01', 1, '初始版本（系统初始化种子，口径依据 2026-10-12 业务裁决）', 'system', 19);
+
+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) VALUES
+(1, 'salesperson.rate.start', '业务员起始计提比例', '业务员个人户', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '10', '0', NULL, '线性递减段起始值：比例 = 起始 − 回款天数 × 斜率（≤分界天数）', 1),
+(2, 'salesperson.rate.slope', '业务员日递减斜率', '业务员个人户', 'DECIMAL', '‰/天', 'BUSINESS_ROLE', NULL, '4/360', '0', NULL, '精确分数 4/360‰/天（=1/90），禁止按 0.011111 截断存储', 2),
+(3, 'salesperson.rate.floor', '业务员计提下限', '业务员个人户', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '4', '0', NULL, '回款天数超过分界天数后固定取此比例（≥361 天 = 4‰）', 3),
+(4, 'salesperson.days.boundary', '线性递减分界天数', '业务员个人户', 'INT', '天', 'BUSINESS_ROLE', NULL, '360', '0', NULL, '≤分界天数按公式线性递减（360 天=6‰）；超过则取下限', 4),
+(5, 'manager.share.team', '经理本团队分成比例', '经理分成', 'DECIMAL', '%', 'BUSINESS_ROLE', NULL, '12.5', '0', '100', '∑本人带领业务员绩效 × 此比例（限本团队）', 5),
+(6, 'manager.share.company', '经理全公司分成比例', '经理分成', 'DECIMAL', '%', 'BUSINESS_ROLE', NULL, '5', '0', '100', '∑全部业务员绩效 × 此比例（全公司）', 6),
+(7, 'enterprise.rate', '企业户计提比例', '企业户', 'DECIMAL', '‰', 'PRODUCT_CATEGORY', NULL, '3', '0', NULL, '所有企业户适用；2026-08-13 起由 2‰ 提高至 3‰', 7),
+(8, 'info.rate', '信息员计提比例', '信息员', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '1', '0', NULL, '信息员绩效 = 本人销售额 × 此比例', 8),
+(9, 'prepay.rate', '预付款计提比例', '支付环节', 'DECIMAL', '‰', 'NONE', NULL, '10', '0', NULL, '预付款统一按此比例计提', 9),
+(10, 'barter.discount', '以物抵顶折算比例', '支付环节', 'DECIMAL', '%', 'NONE', NULL, '80', '0', '100', '以物抵顶回款绩效按应发绩效的此比例折算', 10),
+(11, 'payment.start.ratio', '支付起付比例', '支付环节', 'DECIMAL', '%', 'NONE', NULL, '60', '0', '100', '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', 11),
+(12, 'payment.weight.mode', '支付权重应用方式', '支付环节', 'ENUM', NULL, 'NONE', 'FULL|BALANCE', 'FULL', NULL, NULL, 'FULL=按 R×R 乘当月全额应发绩效；BALANCE=乘余额（语义待 M3 前确认）', 12),
+(13, 'product.threshold', '折算毛利润额阈值', '产品阈值', 'DECIMAL', '%', 'PRODUCT_CATEGORY', NULL, '30', '0', '100', '折算毛利润额 = 销售额 ×(毛利润率 − 阈值)；市政水利 30%、轨交 20%', 13),
+(14, 'salary.basic.mode', '月工资基本工资口径', '月工资口径', 'ENUM', NULL, 'BUSINESS_ROLE', 'INCLUDE|DEDUCT|EXCLUDE', 'INCLUDE', NULL, NULL, 'INCLUDE含基本工资 / DEDUCT扣除基本工资 / EXCLUDE不计', 14),
+(15, 'probation.annual.threshold', '试用期年累计结算阈值', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '18000', '0', NULL, '试用期年累计绩效超过此值部分年底一次性结算', 15),
+(16, 'probation.salary.basic', '试用期基本工资标准', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '3000', '0', NULL, '试用期仅发基本工资、不发放绩效（归属待 M2 复核）', 16);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES
+(1, 1, 'salesperson', '2026-02-17', '10', 1),
+(2, 2, 'salesperson', '2026-02-17', '4/360', 1),
+(3, 3, 'salesperson', '2026-02-17', '4', 1),
+(4, 4, 'salesperson', '2026-02-17', '360', 1),
+(5, 5, 'sales_manager', '2026-08-13', '12.5', 1),
+(6, 6, 'sales_manager', '2026-08-13', '5', 1),
+(7, 7, '', '2026-02-17', '2', 1),
+(8, 7, '', '2026-08-13', '3', 1),
+(9, 8, 'info_officer', '2026-08-13', '1', 1),
+(10, 9, '', '2026-01-01', '10', 1),
+(11, 10, '', '2026-01-01', '80', 1),
+(12, 11, '', '2026-01-01', '60', 1),
+(13, 12, '', '2026-01-01', 'FULL', 1),
+(14, 13, 'municipal_water', '2026-02-17', '30', 1),
+(15, 13, 'rail_transit', '2026-02-17', '20', 1),
+(16, 14, 'salesperson', '2026-01-01', 'INCLUDE', 1),
+(17, 14, 'sales_manager', '2026-01-01', 'DEDUCT', 1),
+(18, 15, '', '2026-01-01', '18000', 1),
+(19, 16, '', '2026-01-01', '3000', 1);
+
 -- ---------------------------------------------------------------------------
 -- 迁移版本记录：须等于当前 head，使 alembic upgrade head 成为空操作
 -- ---------------------------------------------------------------------------
@@ -182,4 +320,4 @@ CREATE TABLE alembic_version (
     CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
 )CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;
 
-INSERT INTO alembic_version (version_num) VALUES ('a45a8087831b');
+INSERT INTO alembic_version (version_num) VALUES ('bfbda9c3191d');

db/migration/V3__add_business_roles_and_params.sql

@@ -0,0 +1,153 @@
+-- Running upgrade a45a8087831b -> bfbda9c3191d
+
+CREATE TABLE business_roles (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    role_code VARCHAR(32) NOT NULL 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 VARCHAR(64) NOT NULL COMMENT '岗位名称', 
+    calc_template VARCHAR(32) NOT NULL COMMENT '计提公式模板编码（以代码内模板注册表为准）', 
+    description VARCHAR(255) COMMENT '岗位说明', 
+    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0', 
+    status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1', 
+    is_builtin TINYINT NOT NULL COMMENT '是否内置岗位：1内置（禁删禁停） 0自定义' DEFAULT '0', 
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP, 
+    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP, 
+    CONSTRAINT pk_business_roles PRIMARY KEY (id), 
+    CONSTRAINT uk_business_roles_role_code UNIQUE (role_code)
+)CHARSET=utf8mb4 ENGINE=InnoDB 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）' COLLATE utf8mb4_general_ci;
+
+CREATE TABLE param_definitions (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    param_code VARCHAR(64) NOT NULL COMMENT '参数编码，如 salesperson.rate.slope', 
+    param_name VARCHAR(64) NOT NULL COMMENT '参数名称', 
+    param_group VARCHAR(32) NOT NULL 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 VARCHAR(16) NOT NULL COMMENT '值类型：DECIMAL/INT/BOOL/ENUM/TEXT', 
+    unit VARCHAR(16) COMMENT '展示单位：‰/%/元/天，无单位为空', 
+    dimension_type VARCHAR(32) NOT NULL COMMENT '维度类型：NONE/PRODUCT_CATEGORY/BUSINESS_ROLE' DEFAULT 'NONE', 
+    options_text VARCHAR(255) COMMENT '枚举选项（竖线分隔），仅 ENUM 使用', 
+    default_value VARCHAR(64) COMMENT '系统默认值（Fraction 可解析字符串）', 
+    value_min VARCHAR(64) COMMENT '取值下限（含），校验用', 
+    value_max VARCHAR(64) COMMENT '取值上限（含），校验用', 
+    description VARCHAR(255) COMMENT '口径说明（配置页展示）', 
+    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0', 
+    status TINYINT NOT NULL COMMENT '状态：1启用 0停用' DEFAULT '1', 
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP, 
+    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP, 
+    CONSTRAINT pk_param_definitions PRIMARY KEY (id), 
+    CONSTRAINT uk_param_definitions_param_code UNIQUE (param_code)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='计提参数定义表' COLLATE utf8mb4_general_ci;
+
+CREATE TABLE param_change_batches (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    version_no VARCHAR(32) NOT NULL COMMENT '版本号，如 P20261012-01', 
+    effective_date DATE NOT NULL COMMENT '生效日期（业务日期口径）', 
+    change_type TINYINT NOT NULL COMMENT '生效方式：1立即生效 2指定日期生效', 
+    remark VARCHAR(255) COMMENT '变更说明', 
+    operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）', 
+    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）', 
+    item_count INTEGER NOT NULL COMMENT '变更参数项数' DEFAULT '0', 
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP, 
+    CONSTRAINT pk_param_change_batches PRIMARY KEY (id), 
+    CONSTRAINT fk_param_change_batches_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL, 
+    CONSTRAINT uk_param_change_batches_version_no UNIQUE (version_no)
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数变更批次表' COLLATE utf8mb4_general_ci;
+
+CREATE TABLE param_values (
+    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT, 
+    param_id BIGINT UNSIGNED NOT NULL COMMENT '参数定义ID（param_definitions.id）', 
+    dimension_value VARCHAR(32) NOT NULL COMMENT '维度取值：NONE维度为空串；产品类别/岗位编码为具体值' DEFAULT '', 
+    effective_date DATE NOT NULL COMMENT '生效日期（按业务日期时点化取值）', 
+    value_text VARCHAR(64) NOT NULL COMMENT '参数值（Fraction 可解析字符串/枚举码/开关）', 
+    old_value_text VARCHAR(64) COMMENT '变更前值（留痕）', 
+    batch_id BIGINT UNSIGNED NOT NULL COMMENT '变更批次ID（param_change_batches.id）', 
+    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP, 
+    CONSTRAINT pk_param_values PRIMARY KEY (id), 
+    CONSTRAINT fk_param_values_batch_id FOREIGN KEY(batch_id) REFERENCES param_change_batches (id) ON DELETE RESTRICT, 
+    CONSTRAINT fk_param_values_param_id FOREIGN KEY(param_id) REFERENCES param_definitions (id) ON DELETE RESTRICT
+)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数版本条目表（append-only，按生效日期时点化取值）' COLLATE utf8mb4_general_ci;
+
+CREATE INDEX idx_param_values_batch_id ON param_values (batch_id);
+
+CREATE INDEX idx_param_values_effective_date ON param_values (effective_date);
+
+CREATE INDEX idx_param_values_param_id_dimension_value_effective_date ON param_values (param_id, dimension_value, effective_date);
+
+INSERT INTO business_roles (id, role_code, role_name, calc_template, description, sort_order, is_builtin) VALUES (1, 'salesperson', '营销员', 'TPL_SALESPERSON_DECAY', '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‰）', 1, 1);
+
+INSERT INTO business_roles (id, role_code, role_name, calc_template, description, sort_order, is_builtin) VALUES (2, 'sales_manager', '营销经理', 'TPL_MANAGER_SHARE', '经理绩效：∑本团队业务员绩效×12.5% + ∑全公司业务员绩效×5%', 2, 1);
+
+INSERT INTO business_roles (id, role_code, role_name, calc_template, description, sort_order, is_builtin) VALUES (3, 'info_officer', '信息员', 'TPL_INFO_SALES_FIXED', '信息员绩效：本人销售额×1‰', 3, 1);
+
+INSERT INTO param_change_batches (id, version_no, effective_date, change_type, remark, operator_name, item_count) VALUES (1, 'P20260101-00', '2026-01-01', 1, '初始版本（系统初始化种子，口径依据 2026-10-12 业务裁决）', 'system', 19);
+
+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) VALUES (1, 'salesperson.rate.start', '业务员起始计提比例', '业务员个人户', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '10', '0', NULL, '线性递减段起始值：比例 = 起始 − 回款天数 × 斜率（≤分界天数）', 1);
+
+INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order) VALUES (2, 'salesperson.rate.slope', '业务员日递减斜率', '业务员个人户', 'DECIMAL', '‰/天', 'BUSINESS_ROLE', NULL, '4/360', '0', NULL, '精确分数 4/360‰/天（=1/90），禁止按 0.011111 截断存储', 2);
+
+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) VALUES (3, 'salesperson.rate.floor', '业务员计提下限', '业务员个人户', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '4', '0', NULL, '回款天数超过分界天数后固定取此比例（≥361 天 = 4‰）', 3);
+
+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) VALUES (4, 'salesperson.days.boundary', '线性递减分界天数', '业务员个人户', 'INT', '天', 'BUSINESS_ROLE', NULL, '360', '0', NULL, '≤分界天数按公式线性递减（360 天=6‰）；超过则取下限', 4);
+
+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) VALUES (5, 'manager.share.team', '经理本团队分成比例', '经理分成', 'DECIMAL', '%', 'BUSINESS_ROLE', NULL, '12.5', '0', '100', '∑本人带领业务员绩效 × 此比例（限本团队）', 5);
+
+INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order) VALUES (6, 'manager.share.company', '经理全公司分成比例', '经理分成', 'DECIMAL', '%', 'BUSINESS_ROLE', NULL, '5', '0', '100', '∑全部业务员绩效 × 此比例（全公司）', 6);
+
+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) VALUES (7, 'enterprise.rate', '企业户计提比例', '企业户', 'DECIMAL', '‰', 'PRODUCT_CATEGORY', NULL, '3', '0', NULL, '所有企业户适用；2026-08-13 起由 2‰ 提高至 3‰', 7);
+
+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) VALUES (8, 'info.rate', '信息员计提比例', '信息员', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '1', '0', NULL, '信息员绩效 = 本人销售额 × 此比例', 8);
+
+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) VALUES (9, 'prepay.rate', '预付款计提比例', '支付环节', 'DECIMAL', '‰', 'NONE', NULL, '10', '0', NULL, '预付款统一按此比例计提', 9);
+
+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) VALUES (10, 'barter.discount', '以物抵顶折算比例', '支付环节', 'DECIMAL', '%', 'NONE', NULL, '80', '0', '100', '以物抵顶回款绩效按应发绩效的此比例折算', 10);
+
+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) VALUES (11, 'payment.start.ratio', '支付起付比例', '支付环节', 'DECIMAL', '%', 'NONE', NULL, '60', '0', '100', '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', 11);
+
+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) VALUES (12, 'payment.weight.mode', '支付权重应用方式', '支付环节', 'ENUM', NULL, 'NONE', 'FULL|BALANCE', 'FULL', NULL, NULL, 'FULL=按 R×R 乘当月全额应发绩效；BALANCE=乘余额（语义待 M3 前确认）', 12);
+
+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) VALUES (13, 'product.threshold', '折算毛利润额阈值', '产品阈值', 'DECIMAL', '%', 'PRODUCT_CATEGORY', NULL, '30', '0', '100', '折算毛利润额 = 销售额 ×(毛利润率 − 阈值)；市政水利 30%、轨交 20%', 13);
+
+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) VALUES (14, 'salary.basic.mode', '月工资基本工资口径', '月工资口径', 'ENUM', NULL, 'BUSINESS_ROLE', 'INCLUDE|DEDUCT|EXCLUDE', 'INCLUDE', NULL, NULL, 'INCLUDE含基本工资 / DEDUCT扣除基本工资 / EXCLUDE不计', 14);
+
+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) VALUES (15, 'probation.annual.threshold', '试用期年累计结算阈值', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '18000', '0', NULL, '试用期年累计绩效超过此值部分年底一次性结算', 15);
+
+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) 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);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (1, 1, 'salesperson', '2026-02-17', '10', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (2, 2, 'salesperson', '2026-02-17', '4/360', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (3, 3, 'salesperson', '2026-02-17', '4', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (4, 4, 'salesperson', '2026-02-17', '360', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (5, 5, 'sales_manager', '2026-08-13', '12.5', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (6, 6, 'sales_manager', '2026-08-13', '5', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (7, 7, '', '2026-02-17', '2', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (8, 7, '', '2026-08-13', '3', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (9, 8, 'info_officer', '2026-08-13', '1', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (10, 9, '', '2026-01-01', '10', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (11, 10, '', '2026-01-01', '80', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (12, 11, '', '2026-01-01', '60', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (13, 12, '', '2026-01-01', 'FULL', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (14, 13, 'municipal_water', '2026-02-17', '30', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (15, 13, 'rail_transit', '2026-02-17', '20', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (16, 14, 'salesperson', '2026-01-01', 'INCLUDE', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (17, 14, 'sales_manager', '2026-01-01', 'DEDUCT', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (18, 15, '', '2026-01-01', '18000', 1);
+
+INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (19, 16, '', '2026-01-01', '3000', 1);
+
+UPDATE alembic_version SET version_num='bfbda9c3191d' WHERE alembic_version.version_num = 'a45a8087831b';
+

db/queries/计提参数.sql

@@ -0,0 +1,58 @@
+-- ============================================================================
+-- 计提参数查询留档（M1 参数体系）
+--
+-- 时点化取值核心规则：按 (param_id, dimension_value) 分组，取
+-- effective_date <= :biz_date 的 ORDER BY effective_date DESC, id DESC 首条
+-- （同日多次变更取最新一条，不设唯一键以保证完整留痕）。
+-- 参数总量约百行级，全量快照一次取回后在应用层按覆盖链
+-- （角色维度 > 产品类别维度 > 默认行）选择，无需在 SQL 层做维度回退。
+-- ============================================================================
+
+-- 1. 全量快照：某业务日期下每个（参数, 维度值）的最新生效值
+--    窗口函数版（MySQL 8.0+），供 param_repository.resolve_values 使用
+SELECT t.param_code, t.dimension_value, t.value_text, t.effective_date
+FROM (
+    SELECT pd.param_code,
+           pv.dimension_value,
+           pv.value_text,
+           pv.effective_date,
+           ROW_NUMBER() OVER (
+               PARTITION BY pv.param_id, pv.dimension_value
+               ORDER BY pv.effective_date DESC, pv.id DESC
+           ) AS rn
+    FROM param_values pv
+    JOIN param_definitions pd ON pd.id = pv.param_id
+    WHERE pv.effective_date <= :biz_date
+      AND pd.status = 1
+) t
+WHERE t.rn = 1;
+
+-- 2. 单参数版本历史（变更留痕，供参数历史接口与导出）
+SELECT pv.effective_date,
+       pv.dimension_value,
+       pv.old_value_text,
+       pv.value_text,
+       b.version_no,
+       b.operator_name,
+       b.create_time
+FROM param_values pv
+JOIN param_change_batches b ON b.id = pv.batch_id
+WHERE pv.param_id = :param_id
+ORDER BY pv.effective_date DESC, pv.id DESC;
+
+-- 3. 区间变更条目（对比视图辅助：应用层对两日期各执行查询 1 后逐项 diff，
+--    本查询列出区间内实际发生过的变更，供变更记录分页与导出）
+SELECT pd.param_code,
+       pd.param_name,
+       pv.dimension_value,
+       pv.old_value_text,
+       pv.value_text,
+       pv.effective_date,
+       b.version_no,
+       b.operator_name
+FROM param_values pv
+JOIN param_definitions pd ON pd.id = pv.param_id
+JOIN param_change_batches b ON b.id = pv.batch_id
+WHERE pv.effective_date > :from_date
+  AND pv.effective_date <= :to_date
+ORDER BY pv.effective_date, pv.id;

docs/design/echarts.min.js

@@ -0,0 +1,45 @@
+
+/*
+* Licensed to the Apache Software Foundation (ASF) under one
+* or more contributor license agreements.  See the NOTICE file
+* distributed with this work for additional information
+* regarding copyright ownership.  The ASF licenses this file
+* to you under the Apache License, Version 2.0 (the
+* "License"); you may not use this file except in compliance
+* with the License.  You may obtain a copy of the License at
+*
+*   http://www.apache.org/licenses/LICENSE-2.0
+*
+* Unless required by applicable law or agreed to in writing,
+* software distributed under the License is distributed on an
+* "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+* KIND, either express or implied.  See the License for the
+* specific language governing permissions and limitations
+* under the License.
+*/
+
+!function(t,e){"object"==typeof exports&&"undefined"!=typeof module?e(exports):"function"==typeof define&&define.amd?define(["exports"],e):e((t="undefined"!=typeof globalThis?globalThis:t||self).echarts={})}(this,(function(t){"use strict";
+/*! *****************************************************************************
+    Copyright (c) Microsoft Corporation.
+
+    Permission to use, copy, modify, and/or distribute this software for any
+    purpose with or without fee is hereby granted.
+
+    THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH
+    REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
+    AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT,
+    INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
+    LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR
+    OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
+    PERFORMANCE OF THIS SOFTWARE.
+    ***************************************************************************** */var e=function(t,n){return e=Object.setPrototypeOf||{__proto__:[]}instanceof Array&&function(t,e){t.__proto__=e}||function(t,e){for(var n in e)Object.prototype.hasOwnProperty.call(e,n)&&(t[n]=e[n])},e(t,n)};function n(t,n){if("function"!=typeof n&&null!==n)throw new TypeError("Class extends value "+String(n)+" is not a constructor or null");function i(){this.constructor=t}e(t,n),t.prototype=null===n?Object.create(n):(i.prototype=n.prototype,new i)}var i=function(){this.firefox=!1,this.ie=!1,this.edge=!1,this.newEdge=!1,this.weChat=!1},r=new function(){this.browser=new i,this.node=!1,this.wxa=!1,this.worker=!1,this.svgSupported=!1,this.touchEventsSupported=!1,this.pointerEventsSupported=!1,this.domSupported=!1,this.transformSupported=!1,this.transform3dSupported=!1,this.hasGlobalWindow="undefined"!=typeof window};"object"==typeof wx&&"function"==typeof wx.getSystemInfoSync?(r.wxa=!0,r.touchEventsSupported=!0):"undefined"==typeof document&&"undefined"!=typeof self?r.worker=!0:"undefined"==typeof navigator||0===navigator.userAgent.indexOf("Node.js")?(r.node=!0,r.svgSupported=!0):function(t,e){var n=e.browser,i=t.match(/Firefox\/([\d.]+)/),r=t.match(/MSIE\s([\d.]+)/)||t.match(/Trident\/.+?rv:(([\d.]+))/),o=t.match(/Edge?\/([\d.]+)/),a=/micromessenger/i.test(t);i&&(n.firefox=!0,n.version=i[1]);r&&(n.ie=!0,n.version=r[1]);o&&(n.edge=!0,n.version=o[1],n.newEdge=+o[1].split(".")[0]>18);a&&(n.weChat=!0);e.svgSupported="undefined"!=typeof SVGRect,e.touchEventsSupported="ontouchstart"in window&&!n.ie&&!n.edge,e.pointerEventsSupported="onpointerdown"in window&&(n.edge||n.ie&&+n.version>=11),e.domSupported="undefined"!=typeof document;var s=document.documentElement.style;e.transform3dSupported=(n.ie&&"transition"in s||n.edge||"WebKitCSSMatrix"in window&&"m11"in new WebKitCSSMatrix||"MozPerspective"in s)&&!("OTransition"in s),e.transformSupported=e.transform3dSupported||n.ie&&+n.version>=9}(navigator.userAgent,r);var o="sans-serif",a="12px "+o;var s,l,u=function(t){var e={};if("undefined"==typeof JSON)return e;for(var n=0;n<t.length;n++){var i=String.fromCharCode(n+32),r=(t.charCodeAt(n)-20)/100;e[i]=r}return e}("007LLmW'55;N0500LLLLLLLLLL00NNNLzWW\\\\WQb\\0FWLg\\bWb\\WQ\\WrWWQ000CL5LLFLL0LL**F*gLLLL5F0LF\\FFF5.5N"),h={createCanvas:function(){return"undefined"!=typeof document&&document.createElement("canvas")},measureText:function(t,e){if(!s){var n=h.createCanvas();s=n&&n.getContext("2d")}if(s)return l!==e&&(l=s.font=e||a),s.measureText(t);t=t||"";var i=/((?:\d+)?\.?\d*)px/.exec(e=e||a),r=i&&+i[1]||12,o=0;if(e.indexOf("mono")>=0)o=r*t.length;else for(var c=0;c<t.length;c++){var p=u[t[c]];o+=null==p?r:p*r}return{width:o}},loadImage:function(t,e,n){var i=new Image;return i.onload=e,i.onerror=n,i.src=t,i}};function c(t){for(var e in h)t[e]&&(h[e]=t[e])}var p=V(["Function","RegExp","Date","Error","CanvasGradient","CanvasPattern","Image","Canvas"],(function(t,e){return t["[object "+e+"]"]=!0,t}),{}),d=V(["Int8","Uint8","Uint8Clamped","Int16","Uint16","Int32","Uint32","Float32","Float64"],(function(t,e){return t["[object "+e+"Array]"]=!0,t}),{}),f=Object.prototype.toString,g=Array.prototype,y=g.forEach,v=g.filter,m=g.slice,x=g.map,_=function(){}.constructor,b=_?_.prototype:null,w="__proto__",S=2311;function M(){return S++}function I(){for(var t=[],e=0;e<arguments.length;e++)t[e]=arguments[e];"undefined"!=typeof console&&console.error.apply(console,t)}function T(t){if(null==t||"object"!=typeof t)return t;var e=t,n=f.call(t);if("[object Array]"===n){if(!pt(t)){e=[];for(var i=0,r=t.length;i<r;i++)e[i]=T(t[i])}}else if(d[n]){if(!pt(t)){var o=t.constructor;if(o.from)e=o.from(t);else{e=new o(t.length);for(i=0,r=t.length;i<r;i++)e[i]=t[i]}}}else if(!p[n]&&!pt(t)&&!J(t))for(var a in e={},t)t.hasOwnProperty(a)&&a!==w&&(e[a]=T(t[a]));return e}function C(t,e,n){if(!q(e)||!q(t))return n?T(e):t;for(var i in e)if(e.hasOwnProperty(i)&&i!==w){var r=t[i],o=e[i];!q(o)||!q(r)||Y(o)||Y(r)||J(o)||J(r)||K(o)||K(r)||pt(o)||pt(r)?!n&&i in t||(t[i]=T(e[i])):C(r,o,n)}return t}function D(t,e){for(var n=t[0],i=1,r=t.length;i<r;i++)n=C(n,t[i],e);return n}function A(t,e){if(Object.assign)Object.assign(t,e);else for(var n in e)e.hasOwnProperty(n)&&n!==w&&(t[n]=e[n]);return t}function k(t,e,n){for(var i=G(e),r=0;r<i.length;r++){var o=i[r];(n?null!=e[o]:null==t[o])&&(t[o]=e[o])}return t}var L=h.createCanvas;function P(t,e){if(t){if(t.indexOf)return t.indexOf(e);for(var n=0,i=t.length;n<i;n++)if(t[n]===e)return n}return-1}function O(t,e){var n=t.prototype;function i(){}for(var r in i.prototype=e.prototype,t.prototype=new i,n)n.hasOwnProperty(r)&&(t.prototype[r]=n[r]);t.prototype.constructor=t,t.superClass=e}function R(t,e,n){if(t="prototype"in t?t.prototype:t,e="prototype"in e?e.prototype:e,Object.getOwnPropertyNames)for(var i=Object.getOwnPropertyNames(e),r=0;r<i.length;r++){var o=i[r];"constructor"!==o&&(n?null!=e[o]:null==t[o])&&(t[o]=e[o])}else k(t,e,n)}function N(t){retuLine truncated
+/*!
+    * ZRender, a high performance 2d drawing library.
+    *
+    * Copyright (c) 2013, Baidu Inc.
+    * All rights reserved.
+    *
+    * LICENSE
+    * https://github.com/ecomfe/zrender/blob/master/LICENSE.txt
+    */
+var Fr={},Gr={};var Wr,Hr=function(){function t(t,e,n){var i=this;this._sleepAfterStill=10,this._stillFrameAccum=0,this._needsRefresh=!0,this._needsRefreshHover=!0,this._darkMode=!1,n=n||{},this.dom=e,this.id=t;var o=new rn,a=n.renderer||"canvas";Fr[a]||(a=G(Fr)[0]),n.useDirtyRect=null!=n.useDirtyRect&&n.useDirtyRect;var s=new Fr[a](e,o,n,t),l=n.ssr||s.ssrOnly;this.storage=o,this.painter=s;var u,h=r.node||r.worker||l?null:new or(s.getViewportRoot(),s.root),c=n.useCoarsePointer;(null==c||"auto"===c?r.touchEventsSupported:!!c)&&(u=rt(n.pointerSize,44)),this.handler=new Ye(o,s,h,s.root,u),this.animation=new Wi({stage:{update:l?null:function(){return i._flush(!0)}}}),l||this.animation.start()}return t.prototype.add=function(t){!this._disposed&&t&&(this.storage.addRoot(t),t.addSelfToZr(this),this.refresh())},t.prototype.remove=function(t){!this._disposed&&t&&(this.storage.delRoot(t),t.removeSelfFromZr(this),this.refresh())},t.prototype.configLayer=function(t,e){this._disposed||(this.painter.configLayer&&this.painter.configLayer(t,e),this.refresh())},t.prototype.setBackgroundColor=function(t){this._disposed||(this.painter.setBackgroundColor&&this.painter.setBackgroundColor(t),this.refresh(),this._backgroundColor=t,this._darkMode=function(t){if(!t)return!1;if("string"==typeof t)return oi(t,1)<.4;if(t.colorStops){for(var e=t.colorStops,n=0,i=e.length,r=0;r<i;r++)n+=oi(e[r].color,1);return(n/=i)<.4}return!1}(t))},t.prototype.getBackgroundColor=function(){return this._backgroundColor},t.prototype.setDarkMode=function(t){this._darkMode=t},t.prototype.isDarkMode=function(){return this._darkMode},t.prototype.refreshImmediately=function(t){this._disposed||(t||this.animation.update(!0),this._needsRefresh=!1,this.painter.refresh(),this._needsRefresh=!1)},t.prototype.refresh=function(){this._disposed||(this._needsRefresh=!0,this.animation.start())},t.prototype.flush=function(){this._disposed||this._flush(!1)},t.prototype._flush=function(t){var e,n=Bi();this._needsRefresh&&(e=!0,this.refreshImmediately(t)),this._needsRefreshHover&&(e=!0,this.refreshHoverImmediately());var i=Bi();e?(this._stillFrameAccum=0,this.trigger("rendered",{elapsedTime:i-n})):this._sleepAfterStill>0&&(this._stillFrameAccum++,this._stillFrameAccum>this._sleepAfterStill&&this.animation.stop())},t.prototype.setSleepAfterStill=function(t){this._sleepAfterStill=t},t.prototype.wakeUp=function(){this._disposed||(this.animation.start(),this._stillFrameAccum=0)},t.prototype.refreshHover=function(){this._needsRefreshHover=!0},t.prototype.refreshHoverImmediately=function(){this._disposed||(this._needsRefreshHover=!1,this.painter.refreshHover&&"canvas"===this.painter.getType()&&this.painter.refreshHover())},t.prototype.resize=function(t){this._disposed||(t=t||{},this.painter.resize(t.width,t.height),this.handler.resize())},t.prototype.clearAnimation=function(){this._disposed||this.animation.clear()},t.prototype.getWidth=function(){if(!this._disposed)return this.painter.getWidth()},t.prototype.getHeight=function(){if(!this._disposed)return this.painter.getHeight()},t.prototype.setCursorStyle=function(t){this._disposed||this.handler.setCursorStyle(t)},t.prototype.findHover=function(t,e){if(!this._disposed)return this.handler.findHover(t,e)},t.prototype.on=function(t,e,n){return this._disposed||this.handler.on(t,e,n),this},t.prototype.off=function(t,e){this._disposed||this.handler.off(t,e)},t.prototype.trigger=function(t,e){this._disposed||this.handler.trigger(t,e)},t.prototype.clear=function(){if(!this._disposed){for(var t=this.storage.getRoots(),e=0;e<t.length;e++)t[e]instanceof Br&&t[e].removeSelfFromZr(this);this.storage.delAllRoots(),this.painter.clear()}},t.prototype.dispose=function(){var t;this._disposed||(this.animation.stop(),this.clear(),this.storage.dispose(),this.painter.dispose(),this.handler.dispose(),this.animation=this.storage=this.painter=this.handler=null,this._disposed=!0,t=this.id,delete Gr[t])},t}();function Yr(t,e){var n=new Hr(M(),t,e);return Gr[n.id]=n,n}function Xr(t,e){Fr[t]=e}function Ur(t){if("function"==typeof Wr)return Wr(t)}function Zr(t){Wr=t}var jr=Object.freeze({__proto__:null,init:Yr,dispose:function(t){t.dispose()},disposeAll:function(){for(var t in Gr)Gr.hasOwnProperty(t)&&Gr[t].dispose();Gr={}},getInstance:function(t){return Gr[t]},registerPainter:Xr,getElementSSRData:Ur,registerSSRDataGetter:Zr,version:"5.6.0"}),qr=1e-4;function Kr(t,e,n,i){var r=e[0],o=e[1],a=n[0],s=n[1],l=o-r,u=s-a;if(0===l)return 0===u?a:(a+s)/2;if(i)if(l>0){if(t<=r)return a;if(t>=o)return s}else{if(t>=r)return a;if(t<=o)return s}else{if(t===r)return a;if(t===o)return s}return(t-r)/l*u+a}function $r(t,e){switch(t){case"center":case"middle":t="50%";break;case"left":case"top":t="0%";break;case"right":case"bottom":t="100%"}return U(t)?(n=t,n.replace(/^\s+|\s+$/g,"")).match(/%$/)?parseFloat(t)/100*e:parseFloat(t):null==t?NaN:+t;var n}function Jr(t,e,n){return null==e&&(e=10),e=Math.min(Math.max(0,e),20),t=(+t).toFixed(e),n?t:+t}function Qr(t){return t.sort((funLine truncated

docs/design/视觉方向预览.html

@@ -0,0 +1,976 @@
+<!doctype html>
+<html lang="zh-CN">
+<head>
+<meta charset="utf-8" />
+<title>衍水工资系统 · 视觉方向预览</title>
+<style>
+  /* ============================================================
+     设计体系 v3（质感版）：中性灰白 · 靛蓝点缀 · 微质感
+     质感来源（而非装饰）：
+       1) 表面微渐变 —— 1–2% 明度差，暗示受光方向
+       2) 半透明描边 —— 边界在不同底色上自然融合
+       3) 分层阴影 —— 近距实影 + 远距弥散影叠加
+       4) 内高光 / 内阴影 —— 浮起与凹陷的材质暗示
+       5) 极微噪点 —— 去除纯色的「塑料感」
+       6) 精确排版 —— 字距、等宽数字、行高的一致节律
+     ============================================================ */
+  :root {
+    --ys-indigo: #2e4ba8;
+    --ys-indigo-hi: #3a58bc;       /* 渐变亮端 */
+    --ys-indigo-deep: #243c8b;
+    --ys-indigo-wash: #edf1fa;
+    --ys-paper: #ffffff;
+    --ys-mist: #f4f5f8;            /* 页面底 */
+    --ys-aside-1: #f2f4f8;         /* 侧栏渐变起 */
+    --ys-aside-2: #ecedf3;         /* 侧栏渐变止 */
+    --ys-ink: #1c2333;
+    --ys-ink-2: #5b6577;
+    --ys-ink-3: #9aa3b2;
+    --ys-line: rgba(28, 35, 51, 0.09);   /* 半透明描边 */
+    --ys-line-soft: rgba(28, 35, 51, 0.065);
+
+    --ys-ok: #1e9e6a;   --ys-ok-wash-1: #ecf8f2; --ys-ok-wash-2: #e4f3ec;
+    --ys-warn: #c98a1b; --ys-warn-wash-1: #fbf4e4; --ys-warn-wash-2: #f8efd9;
+    --ys-danger: #c94f4f; --ys-danger-wash: #fbeded;
+
+    --ys-radius: 10px;
+    --ys-radius-sm: 7px;
+    --ys-font: 'PingFang SC', 'Microsoft YaHei', 'Noto Sans SC', -apple-system,
+      'Segoe UI', 'Helvetica Neue', Arial, sans-serif;
+    --ys-ease: cubic-bezier(0.25, 0.1, 0.25, 1);
+
+    /* 分层阴影：近距定义轮廓，远距弥散氛围 */
+    --ys-shadow-card: 0 1px 2px rgba(28, 35, 51, 0.04), 0 3px 10px rgba(28, 35, 51, 0.03);
+    --ys-shadow-raise: 0 1px 2px rgba(28, 35, 51, 0.05), 0 6px 18px rgba(28, 35, 51, 0.07);
+
+    /* 极微噪点：去除大色块的塑料感（内联 SVG，无外部依赖） */
+    --ys-noise: url("data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' width='160' height='160'%3E%3Cfilter id='n'%3E%3CfeTurbulence type='fractalNoise' baseFrequency='0.8' numOctaves='2' stitchTiles='stitch'/%3E%3C/filter%3E%3Crect width='160' height='160' filter='url(%23n)'/%3E%3C/svg%3E");
+
+    /* 品牌字：思源黑体（现代几何黑体；实施时自托管 4 字子集，内网可用） */
+    --ys-font-brand: 'Noto Sans SC', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+  }
+
+  * { box-sizing: border-box; margin: 0; padding: 0; }
+  body {
+    font-family: var(--ys-font);
+    color: var(--ys-ink);
+    background-color: var(--ys-mist);
+    /* 点阵网格：22px 间距的 1px 微点 —— 给背景「秩序与密度」，不再空旷 */
+    background-image: radial-gradient(rgba(28, 35, 51, 0.07) 1px, transparent 1px);
+    background-size: 24px 24px;
+    font-size: 14px;
+    line-height: 1.6;
+    -webkit-font-smoothing: antialiased;
+  }
+  /* 噪点覆盖层：全页 2.2% 强度，肉眼几乎无感，但色块不再是「纯色塑料」 */
+  body::after {
+    content: ''; position: fixed; inset: 0; z-index: 2147483647;
+    pointer-events: none; opacity: 0.022; background-image: var(--ys-noise);
+  }
+  .num { font-variant-numeric: tabular-nums; }
+
+  .wrap { max-width: 1180px; margin: 0 auto; padding: 48px 32px 96px; }
+  .section { margin-top: 64px; }
+  .section > h2 {
+    font-size: 13px; font-weight: 500; letter-spacing: 0.08em;
+    color: var(--ys-ink-3); text-transform: uppercase;
+    display: flex; align-items: center; gap: 10px; margin-bottom: 20px;
+  }
+  .section > h2::after { content: ''; height: 1px; flex: 1; background: var(--ys-line); }
+
+  /* 签名元素：水线 */
+  .waterline {
+    width: 56px; height: 2px; border-radius: 1px;
+    background: linear-gradient(90deg, var(--ys-indigo), rgba(46, 75, 168, 0));
+    margin: 10px 0 0;
+  }
+
+  /* ---------- 封面 ---------- */
+  .cover { padding: 24px 0 8px; }
+  .cover .brand {
+    font-family: var(--ys-font-brand);
+    font-size: 15px; font-weight: 500; letter-spacing: 0.32em; color: var(--ys-ink-2);
+  }
+  .cover h1 { font-size: 30px; font-weight: 600; margin-top: 18px; letter-spacing: -0.01em; }
+  .cover .sub { color: var(--ys-ink-2); margin-top: 10px; font-size: 15px; }
+  .cover .tags { display: flex; gap: 8px; margin-top: 22px; flex-wrap: wrap; }
+  .tag {
+    font-size: 12px; color: var(--ys-ink-2);
+    background: linear-gradient(180deg, #ffffff, #fbfcfe);
+    border: 1px solid var(--ys-line); border-radius: 999px; padding: 4px 12px;
+    box-shadow: 0 1px 2px rgba(28, 35, 51, 0.03);
+  }
+
+  /* ---------- 色板 ---------- */
+  .swatches { display: grid; grid-template-columns: repeat(4, 1fr); gap: 14px; }
+  .swatch {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    overflow: hidden; box-shadow: var(--ys-shadow-card);
+  }
+  .swatch .chip { height: 76px; }
+  .swatch .meta { padding: 10px 14px 12px; }
+  .swatch .name { font-size: 13px; font-weight: 600; }
+  .swatch .hex { font-size: 12px; color: var(--ys-ink-2); margin-top: 2px; }
+  .swatch .use { font-size: 12px; color: var(--ys-ink-3); margin-top: 6px; line-height: 1.5; }
+
+  /* ---------- 字体 ---------- */
+  .type-sheet {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    padding: 26px 28px; box-shadow: var(--ys-shadow-card);
+  }
+  .type-row { display: flex; align-items: baseline; gap: 24px; padding: 12px 0; border-bottom: 1px dashed var(--ys-line-soft); }
+  .type-row:last-child { border-bottom: 0; }
+  .type-row .label { width: 150px; flex: none; font-size: 12px; color: var(--ys-ink-3); }
+  .t-page-title { font-size: 18px; font-weight: 600; letter-spacing: -0.01em; }
+  .t-card-title { font-size: 15px; font-weight: 600; }
+  .t-body { font-size: 14px; }
+  .t-th { font-size: 12px; font-weight: 500; letter-spacing: 0.04em; color: var(--ys-ink-2); }
+  .t-amount { font-size: 15px; font-weight: 600; font-variant-numeric: tabular-nums; }
+
+  .amount-demo {
+    margin-top: 18px;
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    padding: 18px 28px; box-shadow: var(--ys-shadow-card);
+  }
+  .amount-demo table { width: 100%; border-collapse: collapse; font-variant-numeric: tabular-nums; }
+  .amount-demo th {
+    text-align: right; font-size: 12px; font-weight: 500; letter-spacing: 0.04em;
+    color: var(--ys-ink-2); padding: 6px 0; border-bottom: 1px solid var(--ys-line);
+  }
+  .amount-demo th:first-child { text-align: left; }
+  .amount-demo td { text-align: right; padding: 9px 0; border-bottom: 1px solid var(--ys-line-soft); font-size: 13px; }
+  .amount-demo td:first-child { text-align: left; color: var(--ys-ink-2); }
+  .amount-demo tr:last-child td { border-bottom: 0; font-weight: 600; font-size: 15px; }
+
+  /* 品牌字候选（思源黑体已装于本机；实施时自托管子集） */
+  .brand-candidates { display: grid; grid-template-columns: repeat(3, 1fr); gap: 14px; margin-top: 14px; }
+  .bc {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    box-shadow: var(--ys-shadow-card); padding: 20px 24px; text-align: center;
+  }
+  .bc-cap { font-size: 11px; color: var(--ys-ink-3); margin-top: 12px; }
+  .bc-rec { color: var(--ys-indigo); font-weight: 500; margin-left: 4px; }
+
+  /* ---------- 组件 ---------- */
+  .comp-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 14px; }
+  .comp-card {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    padding: 22px 24px; box-shadow: var(--ys-shadow-card);
+  }
+  .comp-card h3 { font-size: 13px; font-weight: 600; color: var(--ys-ink-2); margin-bottom: 16px; letter-spacing: 0.02em; }
+  .row { display: flex; gap: 10px; align-items: center; flex-wrap: wrap; }
+
+  .btn {
+    height: 34px; padding: 0 16px; border-radius: var(--ys-radius-sm);
+    font-size: 13px; font-family: inherit; cursor: pointer;
+    border: 1px solid transparent;
+    transition: all 150ms var(--ys-ease);
+  }
+  /* 主按钮：微渐变 + 内高光 + 静置浅影 —— hover 抬升 1px、影加深 */
+  .btn-primary {
+    color: #fff;
+    background: linear-gradient(180deg, var(--ys-indigo-hi), var(--ys-indigo));
+    box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.18), 0 1px 2px rgba(46, 75, 168, 0.22);
+  }
+  .btn-primary:hover {
+    background: linear-gradient(180deg, #31509f, var(--ys-indigo-deep));
+    transform: translateY(-1px);
+    box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.18), 0 4px 12px rgba(46, 75, 168, 0.3);
+  }
+  .btn-primary:active { transform: translateY(0); box-shadow: inset 0 1px 2px rgba(0, 0, 0, 0.18); }
+  .btn-default {
+    background: linear-gradient(180deg, #ffffff, #fbfcfe); color: var(--ys-ink);
+    border-color: var(--ys-line); box-shadow: 0 1px 2px rgba(28, 35, 51, 0.03);
+  }
+  .btn-default:hover { color: var(--ys-indigo); border-color: rgba(46, 75, 168, 0.45); }
+  .btn-danger { background: linear-gradient(180deg, #ffffff, #fbfcfe); color: var(--ys-danger); border-color: rgba(201, 79, 79, 0.28); }
+  .btn-danger:hover { border-color: rgba(201, 79, 79, 0.6); }
+  .btn-text { background: none; color: var(--ys-indigo); padding: 0 6px; height: auto; }
+  .btn-text:hover { color: var(--ys-indigo-deep); }
+  .btn-ghost-hover { pointer-events: none; } /* 预览：静态展示 hover 态 */
+
+  .input {
+    height: 34px; padding: 0 12px; border-radius: var(--ys-radius-sm);
+    border: 1px solid rgba(28, 35, 51, 0.13); background: #fff;
+    font-size: 13px; font-family: inherit; color: var(--ys-ink); width: 190px;
+    box-shadow: inset 0 1px 2px rgba(28, 35, 51, 0.035);   /* 微凹陷：输入区的材质暗示 */
+    transition: border-color 150ms var(--ys-ease), box-shadow 150ms var(--ys-ease);
+  }
+  .input::placeholder { color: var(--ys-ink-3); }
+  .input:focus, .input.focused {
+    outline: none; border-color: var(--ys-indigo);
+    box-shadow: inset 0 1px 2px rgba(28, 35, 51, 0.03), 0 0 0 3px rgba(46, 75, 168, 0.13);
+  }
+
+  .pill { display: inline-flex; align-items: center; gap: 6px; font-size: 12px; padding: 2px 10px; border-radius: 999px; white-space: nowrap; }
+  .pill::before { content: ''; width: 6px; height: 6px; border-radius: 50%; background: currentColor; }
+  .pill-ok { color: var(--ys-ok); background: linear-gradient(180deg, var(--ys-ok-wash-1), var(--ys-ok-wash-2)); }
+  .pill-off { color: var(--ys-ink-2); background: linear-gradient(180deg, #f4f5f8, #eff1f5); }
+  .pill-warn { color: var(--ys-warn); background: linear-gradient(180deg, var(--ys-warn-wash-1), var(--ys-warn-wash-2)); }
+
+  .pager { display: flex; gap: 6px; align-items: center; font-size: 13px; color: var(--ys-ink-2); }
+  .pager .pg {
+    min-width: 30px; height: 30px; display: inline-flex; align-items: center; justify-content: center;
+    border-radius: var(--ys-radius-sm); border: 1px solid var(--ys-line);
+    background: linear-gradient(180deg, #ffffff, #fbfcfe); font-variant-numeric: tabular-nums;
+    box-shadow: 0 1px 2px rgba(28, 35, 51, 0.03);
+  }
+  .pager .pg.cur {
+    background: linear-gradient(180deg, var(--ys-indigo-hi), var(--ys-indigo));
+    border-color: transparent; color: #fff;
+    box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.18), 0 1px 2px rgba(46, 75, 168, 0.22);
+  }
+
+  /* ---------- 应用界面 ---------- */
+  .app-shot {
+    border: 1px solid var(--ys-line); border-radius: 14px; overflow: hidden;
+    background: var(--ys-mist); box-shadow: 0 12px 40px rgba(28, 35, 51, 0.1);
+  }
+  .app { display: grid; grid-template-columns: 220px 1fr; min-height: 620px; }
+  .aside {
+    background: linear-gradient(180deg, var(--ys-aside-1), var(--ys-aside-2));
+    border-right: 1px solid var(--ys-line);
+    padding: 20px 14px; display: flex; flex-direction: column;
+  }
+  .aside .logo { font-family: var(--ys-font-brand); font-size: 15px; font-weight: 500; letter-spacing: 0.3em; color: var(--ys-ink); padding: 0 10px; }
+  .aside .logo-sub { font-size: 11px; color: var(--ys-ink-3); letter-spacing: 0.06em; padding: 0 10px; margin-top: 4px; }
+  .menu-group { margin-top: 26px; }
+  .menu-label { font-size: 11px; letter-spacing: 0.1em; color: var(--ys-ink-3); padding: 0 10px; margin-bottom: 8px; }
+  .menu-item {
+    display: flex; align-items: center; gap: 10px; padding: 9px 10px; border-radius: var(--ys-radius-sm);
+    font-size: 13px; color: var(--ys-ink-2); position: relative; margin-bottom: 2px;
+    transition: all 150ms var(--ys-ease);
+  }
+  .menu-item:hover { color: var(--ys-ink); background: rgba(255, 255, 255, 0.55); }
+  /* 当前项：白底「浮起」——微渐变 + 内高光 + 分层阴影 */
+  .menu-item.active {
+    color: var(--ys-indigo); font-weight: 500;
+    background: linear-gradient(180deg, #ffffff, #fbfcfe);
+    box-shadow: inset 0 1px 0 #fff, 0 1px 2px rgba(28, 35, 51, 0.06), 0 4px 10px rgba(28, 35, 51, 0.06);
+  }
+  .menu-item.active::before {
+    content: ''; position: absolute; left: -14px; top: 8px; bottom: 8px; width: 2px;
+    border-radius: 1px; background: var(--ys-indigo);
+  }
+  .menu-item svg { width: 16px; height: 16px; flex: none; opacity: 0.7; }
+  .menu-item.active svg { opacity: 1; }
+  .aside-foot { margin-top: auto; padding: 0 10px 2px; }
+  .aside-foot-text { font-size: 11px; color: var(--ys-ink-3); letter-spacing: 0.06em; }
+
+  .main { display: flex; flex-direction: column; }
+  .topbar {
+    height: 52px;
+    background: linear-gradient(180deg, #ffffff, #fdfdfe);
+    border-bottom: 1px solid var(--ys-line);
+    box-shadow: 0 1px 0 rgba(28, 35, 51, 0.015);
+    display: flex; align-items: center; justify-content: space-between; padding: 0 22px;
+  }
+  .crumb { font-size: 13px; color: var(--ys-ink-3); }
+  .crumb b { color: var(--ys-ink); font-weight: 500; }
+  .topbar .who { display: flex; align-items: center; gap: 12px; font-size: 13px; color: var(--ys-ink-2); }
+  .topbar .who .logout { color: var(--ys-ink-3); }
+  .topbar .who .avatar {
+    width: 26px; height: 26px; border-radius: 50%;
+    background: linear-gradient(180deg, var(--ys-indigo-wash), #e4eaf7);
+    box-shadow: inset 0 1px 0 #fff, 0 1px 2px rgba(28, 35, 51, 0.06);
+    color: var(--ys-indigo); font-size: 12px;
+    display: inline-flex; align-items: center; justify-content: center;
+  }
+
+  .content {
+    padding: 22px; flex: 1;
+    /* 顶部受光：白光 + 靛蓝微光叠加，内容区有「空气感」 */
+    background:
+      radial-gradient(1100px 320px at 50% -110px, rgba(46, 75, 168, 0.055), rgba(46, 75, 168, 0) 65%),
+      radial-gradient(900px 220px at 50% -80px, rgba(255, 255, 255, 0.85), rgba(255, 255, 255, 0) 70%);
+  }
+  .page-head { display: flex; align-items: flex-end; justify-content: space-between; margin-bottom: 18px; }
+  .page-head h1 { font-size: 18px; font-weight: 600; letter-spacing: -0.01em; }
+  .page-head .desc { font-size: 12px; color: var(--ys-ink-3); margin-top: 4px; }
+
+  .filter {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    padding: 14px 16px; display: flex; gap: 10px; align-items: center; margin-bottom: 14px;
+    box-shadow: var(--ys-shadow-card);
+  }
+  .filter .spacer { flex: 1; }
+
+  .card {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    box-shadow: var(--ys-shadow-card); overflow: hidden;
+  }
+  table.grid { width: 100%; border-collapse: collapse; }
+  table.grid th {
+    text-align: left; font-size: 12px; font-weight: 500; letter-spacing: 0.04em;
+    color: var(--ys-ink-2); background: linear-gradient(180deg, #fafbfc, #f5f6f9);
+    padding: 10px 16px; border-bottom: 1px solid var(--ys-line);
+  }
+  table.grid td { padding: 12px 16px; border-bottom: 1px solid var(--ys-line-soft); font-size: 13px; }
+  table.grid tr:last-child td { border-bottom: 0; }
+  table.grid tbody tr { transition: background 120ms var(--ys-ease); }
+  table.grid tbody tr:hover { background: #f7f9fd; }
+  .cell-code { font-family: 'SFMono-Regular', Consolas, monospace; font-size: 12px; color: var(--ys-ink-2); }
+  .cell-muted { color: var(--ys-ink-2); }
+  .cell-actions a { color: var(--ys-indigo); font-size: 13px; margin-right: 12px; cursor: pointer; }
+  .cell-actions a.muted { color: var(--ys-ink-3); }
+  .card-foot { padding: 12px 16px; display: flex; justify-content: flex-end; border-top: 1px solid var(--ys-line); background: linear-gradient(180deg, #fdfdfe, #fbfcfe); }
+
+  /* ---------- 全局规范表 ---------- */
+  .spec-table { width: 100%; border-collapse: collapse; font-size: 12.5px; }
+  .spec-table td { padding: 7px 8px; border-bottom: 1px solid var(--ys-line-soft); color: var(--ys-ink-2); vertical-align: top; line-height: 1.6; }
+  .spec-table tr:last-child td { border-bottom: 0; }
+  .spec-table td:first-child { color: var(--ys-ink); font-weight: 500; white-space: nowrap; }
+  .spec-table td.num { text-align: right; white-space: nowrap; font-variant-numeric: tabular-nums; }
+  .spec-table td.bad { color: var(--ys-ink-3); text-decoration: line-through; text-decoration-color: rgba(201, 79, 79, 0.35); }
+  .spec-table td.good { color: var(--ys-ink); }
+
+  /* ---------- 首页仪表盘（Bento Grid） ---------- */
+  .bento { display: grid; grid-template-columns: repeat(4, 1fr); grid-auto-rows: 102px; gap: 14px; }
+  .bento-card {
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: var(--ys-radius);
+    box-shadow: var(--ys-shadow-card);
+    padding: 17px 20px; display: flex; flex-direction: column;
+    /* 微动效：入场交错上浮 + hover 抬升 2px（prefers-reduced-motion 下全部关闭） */
+    animation: rise 320ms var(--ys-ease) backwards;
+    transition: transform 180ms var(--ys-ease), box-shadow 180ms var(--ys-ease);
+  }
+  .bento-card:hover { transform: translateY(-2px); box-shadow: var(--ys-shadow-raise); }
+  .b-head { display: flex; align-items: center; justify-content: space-between; }
+  .b-icon { width: 15px; height: 15px; color: var(--ys-ink-3); opacity: 0.8; }
+  .bento-card:nth-child(1) { animation-delay: 0ms; }
+  .bento-card:nth-child(2) { animation-delay: 45ms; }
+  .bento-card:nth-child(3) { animation-delay: 90ms; }
+  .bento-card:nth-child(4) { animation-delay: 135ms; }
+  .bento-card:nth-child(5) { animation-delay: 180ms; }
+  .bento-card:nth-child(6) { animation-delay: 225ms; }
+  .bento-card:nth-child(7) { animation-delay: 270ms; }
+  .bento-card:nth-child(8) { animation-delay: 315ms; }
+  @keyframes rise { from { opacity: 0; transform: translateY(6px); } to { opacity: 1; transform: translateY(0); } }
+  @media (prefers-reduced-motion: reduce) {
+    .bento-card, .login-card { animation: none; transition: none; }
+  }
+  .b-2x2 { grid-column: span 2; grid-row: span 2; }
+  .b-2x1 { grid-column: span 2; }
+  .b-eyebrow { font-size: 12px; font-weight: 500; letter-spacing: 0.04em; color: var(--ys-ink-2); }
+  .b-big { font-size: 30px; font-weight: 600; letter-spacing: -0.02em; font-variant-numeric: tabular-nums; line-height: 1.15; margin-top: auto; }
+  .b-big small { font-size: 13px; font-weight: 500; color: var(--ys-ink-3); margin-left: 4px; letter-spacing: 0; }
+  .b-num { font-size: 24px; font-weight: 600; letter-spacing: -0.01em; font-variant-numeric: tabular-nums; line-height: 1.2; margin-top: auto; }
+  .b-num small { font-size: 12px; font-weight: 400; color: var(--ys-ink-3); margin-left: 3px; }
+  .b-sub { font-size: 11px; color: var(--ys-ink-3); margin-top: 3px; }
+  .b-up { color: var(--ys-ok); font-weight: 500; }
+  .b-todo { display: flex; align-items: baseline; gap: 8px; font-size: 13px; color: var(--ys-ink-2); }
+  .b-todo .cnt { color: var(--ys-indigo); font-weight: 600; font-variant-numeric: tabular-nums; }
+
+  /* ---------- 登录页 ---------- */
+  .login-shot { border: 1px solid var(--ys-line); border-radius: 14px; overflow: hidden; box-shadow: 0 12px 40px rgba(28, 35, 51, 0.1); }
+  .login { display: grid; grid-template-columns: 460px 1fr; min-height: 520px; }
+  .login-brand {
+    background: linear-gradient(168deg, #2c4aa6 0%, #223a85 55%, #17275c 100%);
+    box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.12);
+    padding: 46px 44px; display: flex; flex-direction: column; justify-content: space-between;
+    position: relative; overflow: hidden;
+  }
+  .login-brand .brandmark { font-family: var(--ys-font-brand); font-size: 19px; font-weight: 500; letter-spacing: 0.36em; color: #fff; }
+  .login-brand .slogan { font-size: 15px; color: rgba(255, 255, 255, 0.82); margin-top: 14px; line-height: 1.9; }
+  .login-brand .foot { font-size: 12px; color: rgba(255, 255, 255, 0.42); letter-spacing: 0.08em; }
+  .ripple { position: absolute; inset: auto 0 0 0; height: 220px; pointer-events: none; }
+  .ripple i { display: block; height: 1px; margin-top: 26px; }
+  .ripple i:nth-child(1) { background: linear-gradient(90deg, rgba(255,255,255,0.36), rgba(255,255,255,0.02)); }
+  .ripple i:nth-child(2) { margin-top: 22px; width: 92%; background: linear-gradient(90deg, rgba(255,255,255,0.30), rgba(255,255,255,0.02)); }
+  .ripple i:nth-child(3) { margin-top: 18px; width: 84%; background: linear-gradient(90deg, rgba(255,255,255,0.25), rgba(255,255,255,0.02)); }
+  .ripple i:nth-child(4) { margin-top: 15px; width: 74%; background: linear-gradient(90deg, rgba(255,255,255,0.20), rgba(255,255,255,0.02)); }
+  .ripple i:nth-child(5) { margin-top: 12px; width: 62%; background: linear-gradient(90deg, rgba(255,255,255,0.15), rgba(255,255,255,0.02)); }
+  .ripple i:nth-child(6) { margin-top: 10px; width: 48%; background: linear-gradient(90deg, rgba(255,255,255,0.11), rgba(255,255,255,0.02)); }
+  .login-form {
+    background: linear-gradient(180deg, #ffffff, #fdfdff);
+    box-shadow: inset 0 1px 0 #fff;
+    padding: 46px 56px; display: flex; flex-direction: column; justify-content: center;
+  }
+  .login-form h2 { font-size: 18px; font-weight: 600; letter-spacing: -0.01em; }
+  .login-form .hint { font-size: 13px; color: var(--ys-ink-3); margin: 6px 0 26px; }
+  .field { margin-bottom: 16px; }
+  .field label { display: block; font-size: 13px; color: var(--ys-ink-2); margin-bottom: 6px; }
+  .field .input { width: 100%; height: 38px; }
+  .captcha-row { display: flex; gap: 10px; }
+  .captcha-row .input { flex: 1; }
+  .captcha-box {
+    width: 104px; height: 38px; border: 1px solid var(--ys-line); border-radius: var(--ys-radius-sm);
+    display: flex; align-items: center; justify-content: center;
+    font-family: 'SFMono-Regular', Consolas, monospace; font-size: 17px; letter-spacing: 0.28em;
+    color: var(--ys-indigo); background: linear-gradient(180deg, #f7f8fb, #f1f3f8);
+    box-shadow: inset 0 1px 2px rgba(28, 35, 51, 0.04); user-select: none;
+  }
+  .login-btn { width: 100%; height: 38px; margin-top: 6px; font-size: 14px; }
+
+  /* 方案 B：居中卡片 */
+  .login-center {
+    position: relative; overflow: hidden;
+    min-height: 480px; display: flex; align-items: center; justify-content: center;
+    background-color: #f2f4f8;
+    background-image: radial-gradient(rgba(28, 35, 51, 0.07) 1px, transparent 1px);
+    background-size: 24px 24px;
+    padding: 40px;
+  }
+  /* 顶部光晕：靛蓝的「天光」，柔和地洒在登录卡上 */
+  .login-center::before {
+    content: ''; position: absolute; top: -160px; left: 50%; transform: translateX(-50%);
+    width: 860px; height: 460px; pointer-events: none;
+    background: radial-gradient(closest-side, rgba(46, 75, 168, 0.08), rgba(46, 75, 168, 0));
+  }
+  /* 背景涟漪：同心圆水波（「衍水」的品牌装饰，右上入画） */
+  .ripple-bg { position: absolute; top: -170px; right: -130px; width: 520px; height: 520px; pointer-events: none; }
+  .ripple-bg i {
+    position: absolute; inset: 0; border-radius: 50%;
+    border: 1px solid rgba(46, 75, 168, 0.09);
+  }
+  .ripple-bg i:nth-child(2) { inset: 65px; border-color: rgba(46, 75, 168, 0.07); }
+  .ripple-bg i:nth-child(3) { inset: 130px; border-color: rgba(46, 75, 168, 0.055); }
+  .ripple-bg i:nth-child(4) { inset: 195px; border: none; background: radial-gradient(circle, rgba(46, 75, 168, 0.05), rgba(46, 75, 168, 0.015)); }
+  .login-card {
+    position: relative; overflow: hidden;
+    animation: rise 320ms var(--ys-ease) backwards;
+    width: 400px;
+    background: linear-gradient(180deg, #ffffff, #fcfcfe);
+    border: 1px solid var(--ys-line); border-radius: 14px;
+    box-shadow: 0 2px 4px rgba(28, 35, 51, 0.04), 0 16px 40px rgba(28, 35, 51, 0.1);
+    padding: 30px 36px 32px;
+  }
+  .lc-brand { text-align: center; }
+  .lc-brand-name { font-family: var(--ys-font-brand); font-size: 17px; font-weight: 500; letter-spacing: 0.34em; color: var(--ys-ink); }
+  .lc-slogan { font-size: 12.5px; color: var(--ys-ink-3); margin-top: 8px; letter-spacing: 0.02em; }
+  .lc-form-head { font-size: 15px; font-weight: 600; margin-top: 26px; }
+  .lc-form-hint { font-size: 12px; color: var(--ys-ink-3); margin: 4px 0 18px; }
+  .lc-foot { text-align: center; margin-top: 16px; font-size: 11px; color: var(--ys-ink-3); letter-spacing: 0.08em; }
+  .login-card .input { width: 100%; height: 38px; }
+
+  .note { margin-top: 18px; font-size: 13px; color: var(--ys-ink-2); line-height: 1.9; }
+  .note b { color: var(--ys-ink); font-weight: 600; }
+  .states { display: flex; gap: 14px; margin-top: 12px; }
+  .state { text-align: center; }
+  .state .cap { font-size: 11px; color: var(--ys-ink-3); margin-top: 6px; }
+</style>
+</head>
+<body>
+<div class="wrap">
+
+  <!-- ============ 封面 ============ -->
+  <header class="cover" id="sec-cover">
+    <div class="brand">衍水集团</div>
+    <h1>营销人员工资管理系统 · 视觉方向</h1>
+    <div class="sub">企业级扁平 · 轻质感 · Bento 布局 · 品牌色点缀 · 微动效 · 精致文案</div>
+    <div class="waterline"></div>
+    <div class="tags">
+      <span class="tag">表面微渐变（受光）</span>
+      <span class="tag">半透明描边</span>
+      <span class="tag">分层阴影</span>
+      <span class="tag">内高光 / 内阴影</span>
+      <span class="tag">2% 噪点</span>
+      <span class="tag">等宽数字</span>
+      <span class="tag">120–180ms 轻动效</span>
+    </div>
+  </header>
+
+  <!-- ============ 色板 ============ -->
+  <section class="section" id="sec-palette">
+    <h2>01 · 色板与材质</h2>
+    <div class="swatches">
+      <div class="swatch">
+        <div class="chip" style="background:linear-gradient(180deg,#3a58bc,#2e4ba8)"></div>
+        <div class="meta"><div class="name">靛蓝</div><div class="hex num">#2E4BA8 ↑#3A58BC</div>
+        <div class="use">品牌色。按钮/链接/焦点/当前菜单，配微渐变与内高光</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:linear-gradient(180deg,#f2f4f8,#ecedf3)"></div>
+        <div class="meta"><div class="name">侧栏灰</div><div class="hex num">#F2F4F8 → #ECEDF3</div>
+        <div class="use">侧栏微渐变（自上而下微沉）</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:#f4f5f8"></div>
+        <div class="meta"><div class="name">雾灰</div><div class="hex num">#F4F5F8</div>
+        <div class="use">页面底</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:linear-gradient(180deg,#ffffff,#fcfcfe);border-bottom:1px solid #e3e6ec"></div>
+        <div class="meta"><div class="name">纸白</div><div class="hex num">#FFFFFF → #FCFCFE</div>
+        <div class="use">卡片/表格：顶白底微灰的「受光」渐变</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:#e4e7ec"></div>
+        <div class="meta"><div class="name">界线</div><div class="hex num">rgba(28,35,51,.09)</div>
+        <div class="use">1px 半透明描边：在不同底色上自然融合</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:#1c2333"></div>
+        <div class="meta"><div class="name">墨色</div><div class="hex num">#1C2333</div>
+        <div class="use">主文字（冷调近黑）</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:#5b6577"></div>
+        <div class="meta"><div class="name">次墨</div><div class="hex num">#5B6577</div>
+        <div class="use">次级文字、表头、说明</div></div>
+      </div>
+      <div class="swatch">
+        <div class="chip" style="background:linear-gradient(90deg,#1e9e6a,#c98a1b,#c94f4f)"></div>
+        <div class="meta"><div class="name">语义色</div><div class="hex num">#1E9E6A · #C98A1B · #C94F4F</div>
+        <div class="use">成功/警示/危险，浅底微渐变 + 深字</div></div>
+      </div>
+    </div>
+  </section>
+
+  <!-- ============ 字体与数字 ============ -->
+  <section class="section" id="sec-type">
+    <h2>02 · 字体与数字</h2>
+    <div class="type-sheet">
+      <div class="type-row"><span class="label">页面标题</span><span class="t-page-title">岗位角色</span><span class="label" style="width:auto">18px / 600 · 字距 −0.01em</span></div>
+      <div class="type-row"><span class="label">卡片标题</span><span class="t-card-title">计提参数 · 业务员个人户</span><span class="label" style="width:auto">15px / 600</span></div>
+      <div class="type-row"><span class="label">正文 / 表格</span><span class="t-body">回款天数 = 发货日首日起算，按自然日累计</span><span class="label" style="width:auto">14px / 400 · 13px / 400</span></div>
+      <div class="type-row"><span class="label">表头 / 标签</span><span class="t-th">岗位编码　公式模板　生效日期</span><span class="label" style="width:auto">12px / 500 · 字距 +0.04em</span></div>
+      <div class="type-row"><span class="label">品牌字</span><span style="font-weight:600;letter-spacing:.35em;font-size:15px">衍水集团</span><span class="label" style="width:auto">无衬线 600 · 大字距 · 仅品牌落款一处</span></div>
+    </div>
+    <div class="amount-demo">
+      <table>
+        <thead><tr><th>回款日期</th><th>回款金额（元）</th><th>回款天数</th><th>计提比例</th><th>绩效金额（元）</th></tr></thead>
+        <tbody>
+          <tr><td>2026-01-10</td><td>386,200.00</td><td>27</td><td>9.7‰</td><td>14,062.31</td></tr>
+          <tr><td>2026-02-18</td><td>1,240,000.00</td><td>361</td><td>4‰</td><td>19,840.00</td></tr>
+          <tr><td>合计</td><td>1,626,200.00</td><td>—</td><td>—</td><td>33,902.31</td></tr>
+        </tbody>
+      </table>
+      <div class="note">金额与比例一律<b>等宽数字（tabular-nums）右对齐</b>，合计行加粗放大半档——列对列、位对位，扫一眼就能核对。</div>
+    </div>
+    <div class="brand-candidates">
+      <div class="bc">
+        <div style="font-family:'Noto Sans SC',sans-serif;font-weight:500;letter-spacing:.32em;font-size:16px">衍水集团</div>
+        <div class="bc-cap">A · 思源黑体 500 · 0.32em <span class="bc-rec">当前应用</span></div>
+      </div>
+      <div class="bc">
+        <div style="font-family:'Noto Sans SC',sans-serif;font-weight:300;letter-spacing:.42em;font-size:16px">衍水集团</div>
+        <div class="bc-cap">B · 思源黑体 300 细体 · 0.42em</div>
+      </div>
+      <div class="bc">
+        <div style="font-family:'Microsoft YaHei',sans-serif;font-weight:600;letter-spacing:.25em;font-size:16px">衍水集团</div>
+        <div class="bc-cap">C · 微软雅黑 600 · 0.25em</div>
+      </div>
+    </div>
+  </section>
+
+  <!-- ============ 组件 ============ -->
+  <section class="section" id="sec-comp">
+    <h2>03 · 组件基调</h2>
+    <div class="comp-grid">
+      <div class="comp-card">
+        <h3>按钮 · 三态</h3>
+        <div class="states">
+          <div class="state"><button class="btn btn-primary btn-ghost-hover">新增岗位</button><div class="cap">静置</div></div>
+          <div class="state"><button class="btn btn-primary" style="background:linear-gradient(180deg,#31509f,#243c8b);transform:translateY(-1px);box-shadow:inset 0 1px 0 rgba(255,255,255,.18),0 4px 12px rgba(46,75,168,.3)">新增岗位</button><div class="cap">悬停：抬升 1px · 影加深</div></div>
+          <div class="state"><button class="btn btn-primary" style="box-shadow:inset 0 1px 2px rgba(0,0,0,.18)">新增岗位</button><div class="cap">按下：回落 · 内阴影</div></div>
+        </div>
+        <div class="note">微渐变 + 内高光给按钮「实体感」；次级按钮一律白底细边框，无阴影污染。</div>
+      </div>
+      <div class="comp-card">
+        <h3>输入框 · 状态</h3>
+        <div class="row">
+          <input class="input" placeholder="搜索岗位编码或名称" />
+          <input class="input focused" value="4/360" />
+        </div>
+        <div class="row" style="margin-top:14px">
+          <span class="pill pill-ok">启用</span>
+          <span class="pill pill-off">禁用</span>
+          <span class="pill pill-warn">待生效</span>
+        </div>
+        <div class="note">输入框带微内阴影（凹陷暗示）；聚焦 = 靛蓝描边 + 3px 柔光外环。</div>
+      </div>
+      <div class="comp-card">
+        <h3>分页</h3>
+        <div class="pager">
+          <span class="pg">‹</span><span class="pg cur">1</span><span class="pg">2</span><span class="pg">3</span><span class="pg">›</span>
+          <span style="margin-left:10px">共 28 条 · 每页 10 条</span>
+        </div>
+        <div class="note" style="margin-top:14px">当前页与主按钮同材质：微渐变 + 内高光。</div>
+      </div>
+      <div class="comp-card">
+        <h3>动效原则</h3>
+        <div class="note">
+          过渡 120–180ms，<b>只做颜色、阴影与 1px 内的位移</b>；弹层淡入 + 4px 上移；
+          数字与表格不加动画；尊重 <b>prefers-reduced-motion</b>。
+          动效的目标是「顺滑可信」，不是表演。
+        </div>
+      </div>
+    </div>
+  </section>
+
+  <!-- ============ 应用界面 ============ -->
+  <section class="section" id="sec-app">
+    <h2>04 · 应用界面（布局与列表页）</h2>
+    <div class="app-shot">
+      <div class="app">
+        <aside class="aside">
+          <div class="logo">衍水集团</div>
+          <div class="logo-sub">营销人员工资管理系统</div>
+          <div class="waterline" style="width:22px;margin:10px 10px 0;"></div>
+          <div class="menu-group">
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linejoin="round"><path d="M2.5 7 8 2.5 13.5 7v6.5H10V9.5H6v4H2.5Z"/></svg>
+              首页
+            </div>
+          </div>
+          <div class="menu-group">
+            <div class="menu-label">系统管理</div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><circle cx="8" cy="5.5" r="2.5"/><path d="M3 13.5c0-2.5 2.2-4 5-4s5 1.5 5 4"/></svg>
+              用户管理
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linejoin="round"><path d="M8 2 13 4v4c0 3-2 5-5 6-3-1-5-3-5-6V4Z"/></svg>
+              角色管理
+            </div>
+            <div class="menu-item active">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><rect x="2.5" y="3.5" width="11" height="9" rx="1.5"/><circle cx="6" cy="7.5" r="1.2"/><path d="M4.5 11c.3-1 1-1.5 1.5-1.5s1.2.5 1.5 1.5M9.5 6.5h2M9.5 9h2"/></svg>
+              岗位角色
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><path d="M3 5h10M3 11h10"/><circle cx="6" cy="5" r="1.6"/><circle cx="10" cy="11" r="1.6"/></svg>
+              计提参数
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><path d="M4 4.5h8M4 8h8M4 11.5h5"/></svg>
+              操作日志
+            </div>
+          </div>
+          <div class="aside-foot">
+            <div class="waterline" style="width:22px;margin:0 0 8px;"></div>
+            <div class="aside-foot-text">内部系统 · v0.1</div>
+          </div>
+        </aside>
+        <div class="main">
+          <div class="topbar">
+            <div class="crumb">系统管理 <span>/</span> <b>岗位角色</b></div>
+            <div class="who"><span class="avatar">管</span><span>管理员</span><span class="logout">退出登录</span></div>
+          </div>
+          <div class="content">
+            <div class="page-head">
+              <div>
+                <h1>岗位角色</h1>
+                <div class="desc">决定人员适用的计提公式模板与参数；新增岗位无需改代码</div>
+                <div class="waterline"></div>
+              </div>
+              <button class="btn btn-primary">新增岗位</button>
+            </div>
+            <div class="filter">
+              <input class="input" placeholder="岗位编码或名称" />
+              <input class="input" placeholder="状态：全部" style="width:130px" />
+              <button class="btn btn-primary">查询</button>
+              <button class="btn btn-default">重置</button>
+              <span class="spacer"></span>
+            </div>
+            <div class="card">
+              <table class="grid">
+                <thead>
+                  <tr><th>岗位编码</th><th style="width:110px">岗位名称</th><th>公式模板</th><th>说明</th><th style="width:90px">状态</th><th style="width:150px">操作</th></tr>
+                </thead>
+                <tbody>
+                  <tr>
+                    <td class="cell-code">salesperson</td><td>营销员</td>
+                    <td class="cell-muted">业务员个人户 · 天数线性递减</td>
+                    <td class="cell-muted">回款天数线性递减（360 天=6‰，361 天起 4‰）</td>
+                    <td><span class="pill pill-ok">启用</span></td>
+                    <td class="cell-actions"><a>编辑</a><a class="muted" title="内置岗位不可删除">删除</a></td>
+                  </tr>
+                  <tr>
+                    <td class="cell-code">sales_manager</td><td>营销经理</td>
+                    <td class="cell-muted">营销经理 · 团队与全公司分成</td>
+                    <td class="cell-muted">本团队 12.5% + 全公司 5%</td>
+                    <td><span class="pill pill-ok">启用</span></td>
+                    <td class="cell-actions"><a>编辑</a><a class="muted" title="内置岗位不可删除">删除</a></td>
+                  </tr>
+                  <tr>
+                    <td class="cell-code">info_officer</td><td>信息员</td>
+                    <td class="cell-muted">信息员 · 销售额固定比例</td>
+                    <td class="cell-muted">本人销售额 × 1‰</td>
+                    <td><span class="pill pill-ok">启用</span></td>
+                    <td class="cell-actions"><a>编辑</a><a class="muted" title="内置岗位不可删除">删除</a></td>
+                  </tr>
+                  <tr>
+                    <td class="cell-code">senior_sales</td><td>高级业务员</td>
+                    <td class="cell-muted">业务员个人户 · 天数线性递减</td>
+                    <td class="cell-muted">自定义岗位（新增岗位无需改代码）</td>
+                    <td><span class="pill pill-off">禁用</span></td>
+                    <td class="cell-actions"><a>编辑</a><a>删除</a></td>
+                  </tr>
+                </tbody>
+              </table>
+              <div class="card-foot">
+                <div class="pager">
+                  <span class="pg">‹</span><span class="pg cur">1</span><span class="pg">›</span>
+                  <span style="margin-left:10px">共 4 条</span>
+                </div>
+              </div>
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+    <div class="note">
+      质感的三层材料：<b>侧栏</b>灰渐变（沉）→ <b>内容底</b>雾灰 + 顶部受光 → <b>卡片</b>纸白微渐变 + 半透明描边 + 分层阴影。
+      当前项白底浮起，白色被灰托住，不再扎眼。
+    </div>
+  </section>
+
+  <!-- ============ 首页仪表盘 ============ -->
+  <section class="section" id="sec-bento">
+    <h2>05 · 首页仪表盘（Bento Grid）</h2>
+    <div class="app-shot">
+      <div class="app">
+        <aside class="aside">
+          <div class="logo">衍水集团</div>
+          <div class="logo-sub">营销人员工资管理系统</div>
+          <div class="waterline" style="width:22px;margin:10px 10px 0;"></div>
+          <div class="menu-group">
+            <div class="menu-item active">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linejoin="round"><path d="M2.5 7 8 2.5 13.5 7v6.5H10V9.5H6v4H2.5Z"/></svg>
+              首页
+            </div>
+          </div>
+          <div class="menu-group">
+            <div class="menu-label">系统管理</div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><circle cx="8" cy="5.5" r="2.5"/><path d="M3 13.5c0-2.5 2.2-4 5-4s5 1.5 5 4"/></svg>
+              用户管理
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linejoin="round"><path d="M8 2 13 4v4c0 3-2 5-5 6-3-1-5-3-5-6V4Z"/></svg>
+              角色管理
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><rect x="2.5" y="3.5" width="11" height="9" rx="1.5"/><circle cx="6" cy="7.5" r="1.2"/><path d="M4.5 11c.3-1 1-1.5 1.5-1.5s1.2.5 1.5 1.5M9.5 6.5h2M9.5 9h2"/></svg>
+              岗位角色
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><path d="M3 5h10M3 11h10"/><circle cx="6" cy="5" r="1.6"/><circle cx="10" cy="11" r="1.6"/></svg>
+              计提参数
+            </div>
+            <div class="menu-item">
+              <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><path d="M4 4.5h8M4 8h8M4 11.5h5"/></svg>
+              操作日志
+            </div>
+          </div>
+          <div class="aside-foot">
+            <div class="waterline" style="width:22px;margin:0 0 8px;"></div>
+            <div class="aside-foot-text">内部系统 · v0.1</div>
+          </div>
+        </aside>
+        <div class="main">
+          <div class="topbar">
+            <div class="crumb"><b>仪表盘</b></div>
+            <div class="who"><span class="avatar">管</span><span>管理员</span><span class="logout">退出登录</span></div>
+          </div>
+          <div class="content">
+            <div class="page-head">
+              <div>
+                <h1>仪表盘</h1>
+                <div class="desc">数据截至今日 06:00 · 12 笔回款待核算</div>
+                <div class="waterline"></div>
+              </div>
+            </div>
+            <div class="bento">
+              <div class="bento-card b-2x2">
+                <div class="b-eyebrow">本月绩效总额</div>
+                <div class="b-big" style="color:var(--ys-indigo)">268,430.16<small>元</small></div>
+                <div class="b-sub">较上月 <span class="b-up">+12.4%</span> · 已核销 86 笔</div>
+                <div id="chartPerf" style="width:100%;height:40px;margin-top:12px"></div>
+              </div>
+              <div class="bento-card b-2x2">
+                <div class="b-eyebrow">近 6 个月回款</div>
+                <div class="b-sub" style="margin-top:2px">单位：万元</div>
+                <div id="chartRev" style="width:100%;height:78px;margin-top:auto"></div>
+              </div>
+              <div class="bento-card b-2x1">
+                <div class="b-eyebrow">待办</div>
+                <div style="margin-top:auto;display:flex;flex-direction:column;gap:4px">
+                  <div class="b-todo"><span class="cnt">12 笔</span>回款待核算</div>
+                  <div class="b-todo"><span class="cnt">3 笔</span>业务归属待确认</div>
+                </div>
+              </div>
+              <div class="bento-card">
+                <div class="b-head"><div class="b-eyebrow">营销人员</div>
+                  <svg class="b-icon" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><circle cx="8" cy="5.5" r="2.5"/><path d="M3 13.5c0-2.5 2.2-4 5-4s5 1.5 5 4"/></svg>
+                </div>
+                <div class="b-num">36<small>人</small></div>
+              </div>
+              <div class="bento-card">
+                <div class="b-head"><div class="b-eyebrow">岗位角色</div>
+                  <svg class="b-icon" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><rect x="2.5" y="3.5" width="11" height="9" rx="1.5"/><circle cx="6" cy="7.5" r="1.2"/><path d="M4.5 11c.3-1 1-1.5 1.5-1.5s1.2.5 1.5 1.5M9.5 6.5h2M9.5 9h2"/></svg>
+                </div>
+                <div class="b-num">3<small>个</small></div>
+              </div>
+              <div class="bento-card b-2x1">
+                <div class="b-eyebrow">常用操作</div>
+                <div class="row" style="margin-top:auto">
+                  <button class="btn btn-primary" style="height:30px;font-size:12px;padding:0 13px">录入回款</button>
+                  <button class="btn btn-default" style="height:30px;font-size:12px;padding:0 13px">计提参数</button>
+                  <button class="btn btn-default" style="height:30px;font-size:12px;padding:0 13px">岗位角色</button>
+                </div>
+              </div>
+              <div class="bento-card">
+                <div class="b-head"><div class="b-eyebrow">计提参数</div>
+                  <svg class="b-icon" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><path d="M3 5h10M3 11h10"/><circle cx="6" cy="5" r="1.6"/><circle cx="10" cy="11" r="1.6"/></svg>
+                </div>
+                <div class="b-num">16<small>项</small></div>
+                <div class="b-sub">版本 P20260101-00</div>
+              </div>
+              <div class="bento-card">
+                <div class="b-head"><div class="b-eyebrow">T+ 同步</div>
+                  <svg class="b-icon" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"><path d="M13 8a5 5 0 1 1-1.5-3.5"/><path d="M13 2.5V5h-2.5"/></svg>
+                </div>
+                <div class="b-num" style="color:var(--ys-ok)">正常</div>
+                <div class="b-sub">每周一 06:00</div>
+              </div>
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+    <div class="note">
+      <b>Bento Grid</b>：大小不一的卡片按重要性排布——绩效总额与回款趋势占 2×2 主角位，数字型指标 1×1 紧凑排列。
+      卡片入场为 <b>45ms 交错上浮（320ms）</b>，悬停抬升 2px、阴影加深——打开预览即可看到微动效。
+    </div>
+  </section>
+
+  <!-- ============ 登录页 ============ -->
+  <section class="section" id="sec-login">
+    <h2>06 · 登录页（重做）</h2>
+    <div class="login-shot">
+      <div class="login-center">
+        <div class="ripple-bg"><i></i><i></i><i></i><i></i></div>
+        <div style="position:relative">
+          <div class="login-card">
+            <div class="lc-brand">
+              <div class="lc-brand-name">衍水集团</div>
+              <div class="lc-slogan">把每一笔回款，算成一份踏实。</div>
+              <div class="waterline" style="width:40px;margin:14px auto 0"></div>
+            </div>
+            <div class="lc-form-head" style="margin-top:28px">欢迎回来</div>
+            <div class="lc-form-hint">请输入账号密码进入系统</div>
+            <div class="field">
+              <label>用户名</label>
+              <input class="input" placeholder="请输入用户名" />
+            </div>
+            <div class="field">
+              <label>密码</label>
+              <input class="input" type="password" placeholder="请输入密码" />
+            </div>
+            <div class="field">
+              <label>验证码</label>
+              <div class="captcha-row">
+                <input class="input" placeholder="请输入验证码" />
+                <div class="captcha-box">7K3P</div>
+              </div>
+            </div>
+            <button class="btn btn-primary login-btn">登 录</button>
+          </div>
+          <div class="lc-foot">© 衍水集团 · 内部系统</div>
+        </div>
+      </div>
+    </div>
+    <div class="note">
+      背景三层：<b>点阵网格</b>（秩序）+ <b>顶部靛蓝天光</b>（氛围）+ <b>右上涟漪同心圆</b>（「衍水」的品牌装饰）；
+      卡片内品牌区承担门面——品牌字、标语、水线；表单以「欢迎回来」承接。装饰与文案都来自「衍水」本身。
+    </div>
+  </section>
+
+  <!-- ============ 签名元素 ============ -->
+  <section class="section" id="sec-sign">
+    <h2>07 · 签名元素：水线</h2>
+    <div class="comp-card">
+      <div style="font-size:18px;font-weight:600;letter-spacing:-0.01em">计提参数</div>
+      <div class="waterline" style="width:56px"></div>
+      <div class="note" style="max-width:720px">
+        页面标题下的<b>渐隐靛蓝细线（56px，左实右虚）</b>——「衍水」之水的提纯，全站唯一的装饰性元素，
+        只在每个页面标题处出现一次。它与登录页的水纹层理同源：<b>品牌连续，而非推倒重来</b>。
+      </div>
+    </div>
+  </section>
+
+  <!-- ============ 微动效与精致文案（全局规范） ============ -->
+  <section class="section" id="sec-motion">
+    <h2>08 · 微动效与精致文案（全局规范）</h2>
+    <div class="comp-grid">
+      <div class="comp-card">
+        <h3>微动效 · 全站统一</h3>
+        <table class="spec-table">
+          <tr><td>页面 / 卡片入场</td><td>淡入 + 上浮 6px，45ms 交错</td><td class="num">320ms</td></tr>
+          <tr><td>按钮悬停 / 按下</td><td>抬升 1px、影加深 / 回落内阴影</td><td class="num">150ms</td></tr>
+          <tr><td>卡片悬停</td><td>抬升 2px、阴影加深</td><td class="num">180ms</td></tr>
+          <tr><td>输入聚焦</td><td>靛蓝描边 + 3px 柔光外环</td><td class="num">150ms</td></tr>
+          <tr><td>弹层 / 抽屉</td><td>淡入 + 上移 4px</td><td class="num">160ms</td></tr>
+          <tr><td>表格行</td><td>底色渐显（无位移）</td><td class="num">120ms</td></tr>
+          <tr><td>数据刷新</td><td>数字不做滚动动画（核对场景，动即干扰）</td><td class="num">—</td></tr>
+          <tr><td>无障碍</td><td>prefers-reduced-motion 时全部关闭</td><td class="num">—</td></tr>
+        </table>
+        <div class="note">目标不是「有动画」，而是<b>顺滑可信</b>：每次操作都有轻微、及时、可预期的反馈。</div>
+      </div>
+      <div class="comp-card">
+        <h3>精致文案 · 全站统一</h3>
+        <table class="spec-table">
+          <tr><td>按钮</td><td class="bad">提交</td><td class="good">保存变更 · 录入回款</td></tr>
+          <tr><td>空态</td><td class="bad">暂无数据</td><td class="good">还没有岗位角色，点「新增岗位」创建第一个</td></tr>
+          <tr><td>错误</td><td class="bad">操作失败</td><td class="good">岗位编码已存在，请换一个</td></tr>
+          <tr><td>危险确认</td><td class="bad">确定删除吗？</td><td class="good">删除后无法恢复，该岗位下的人员需重新归属</td></tr>
+          <tr><td>成功提示</td><td class="bad">操作成功</td><td class="good">岗位已创建 · 参数 11-01 起生效</td></tr>
+          <tr><td>页面描述</td><td class="bad">本页面用于管理</td><td class="good">决定人员适用的计提公式模板与参数；新增岗位无需改代码</td></tr>
+        </table>
+        <div class="note">说清楚<b>会发生什么</b>；动词开头、句子短；不道歉、不卖萌；<b>空态是邀请，错误是路标</b>。</div>
+      </div>
+    </div>
+  </section>
+
+</div>
+<script src="echarts.min.js"></script>
+<script>
+  /* 仪表盘图表：ECharts 定制主题（圆角柱 / 无网格线 / 浅灰轴标签）——实施时前端引入 echarts 依赖 */
+  const chartFont = "'PingFang SC','Microsoft YaHei','Noto Sans SC',sans-serif";
+  const rev = echarts.init(document.getElementById('chartRev'), null, { renderer: 'svg' });
+  rev.setOption({
+    grid: { left: 0, right: 0, top: 6, bottom: 20, containLabel: true },
+    xAxis: {
+      type: 'category', data: ['5月', '6月', '7月', '8月', '9月', '10月'],
+      axisLine: { show: false }, axisTick: { show: false },
+      axisLabel: { color: '#9aa3b2', fontSize: 9, margin: 10, fontFamily: chartFont }
+    },
+    yAxis: { type: 'value', show: false },
+    series: [{
+      type: 'bar', barWidth: 22, data: [34, 42, 30, 48, 38, 56],
+      itemStyle: {
+        borderRadius: [3, 3, 0, 0],
+        color: (p) => p.dataIndex === 5
+          ? new echarts.graphic.LinearGradient(0, 0, 0, 1, [{ offset: 0, color: '#3a58bc' }, { offset: 1, color: '#2e4ba8' }])
+          : new echarts.graphic.LinearGradient(0, 0, 0, 1, [{ offset: 0, color: '#d5def3' }, { offset: 1, color: '#e8edf8' }])
+      }
+    }]
+  });
+  const perf = echarts.init(document.getElementById('chartPerf'), null, { renderer: 'svg' });
+  perf.setOption({
+    grid: { left: 0, right: 0, top: 6, bottom: 2 },
+    xAxis: { type: 'category', show: false, boundaryGap: false, data: [1, 2, 3, 4, 5, 6, 7] },
+    yAxis: { type: 'value', show: false, min: 0 },
+    series: [{
+      type: 'line', data: [8, 13, 10, 19, 23, 29, 33], smooth: 0.4, symbol: 'none',
+      lineStyle: { color: '#2e4ba8', width: 1.6 },
+      areaStyle: {
+        color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
+          { offset: 0, color: 'rgba(46,75,168,.10)' }, { offset: 1, color: 'rgba(46,75,168,0)' }
+        ])
+      }
+    }]
+  });
+</script>
+</body>
+</html>

docs/superpowers/plans/2026-10-12-M1-系统设置与参数体系.md

@@ -0,0 +1,268 @@
+# M1 开发计划：系统设置与参数体系（#28）
+
+## Context
+
+《剩余开发计划》已定稿（`docs/superpowers/plans/2026-10-12-剩余开发计划.md`），M1 是首个工作块。本文档即 M1 的正式开发计划（2026-10-12 批准）：涵盖设计（四表/参数/模板/接口）、任务分解（T1–T8 步骤级）、执行安排与验收标准；开工后按第二章逐任务执行。
+
+**为什么先做 M1**：岗位角色被基础数据的人员管理引用（外键上游）；参数快照与公式模板是绩效核算的输入契约。先立地基可避免后续模块加表、加外键、改表单的连锁返工；计算预览还可作为业务对账工具先行验收公式口径。
+
+**#28 需求原文要点**：① 人员岗位角色（营销员/营销经理/信息员等）支持增删，新增岗位时在系统设置中绑定计提公式与参数，**无需改代码**；② 全部计提比例、系数、阈值、分成比例、起付比例统一在系统设置维护，**支持版本管理与留痕**。
+
+## 现状（开工前已核查）
+
+| 项 | 状态 |
+| --- | --- |
+| 分支 | `feat/system-params`（基于 `feature/system-management` HEAD；后者领先 main 5 提交、未合并——是否先合并 main 由用户决定，不阻塞开发） |
+| 容器 | Docker Desktop 位于 `D:\work\app\Docker\Docker Desktop.exe`（非默认路径） |
+| 工作区 | docs/ 下有用户侧整理改动（业务清单删除、v2 新增、superpowers 目录），与 M1 无关，不动 |
+| 基线 | 301 用例全绿（系统管理交付时）；开工先复跑确认 |
+
+## 范围
+
+**做**：四张新表与种子（V3 迁移双轨）；岗位角色 CRUD + 模板绑定；参数目录/版本化存储/按日期取值/变更留痕/对比/导出；公式纯函数与模板注册表；计算预览；前端两个页面（岗位角色、计提参数）。
+
+**不做**：核算引擎与台账（M3）；基础数据与业务数据（M2）；参数 Redis 缓存（一期不做，保留键位）；规则引擎（既有决策）。
+
+---
+
+## 一、技术设计
+
+### 1.1 数据模型（四张新表，V3 迁移）
+
+**`business_roles` 业务岗位角色表**（与系统登录角色 `roles` 严格区分，表注释写明）
+
+| 列 | 类型 | 约束/说明 |
+| --- | --- | --- |
+| id | BIGINT UNSIGNED | PK AUTO_INCREMENT |
+| role_code | VARCHAR(32) | NOT NULL，uk；创建后不可改 |
+| role_name | VARCHAR(64) | NOT NULL |
+| calc_template | VARCHAR(32) | NOT NULL，公式模板编码（以代码注册表为准） |
+| description | VARCHAR(255) | NULL |
+| sort_order | INT | NOT NULL DEFAULT 0 |
+| status | TINYINT | NOT NULL DEFAULT 1（1 启用 0 禁用） |
+| is_builtin | TINYINT | NOT NULL DEFAULT 0（1 内置禁删） |
+| create_time / update_time | DATETIME | TimestampMixin（update 用 `text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP")`） |
+
+**`param_definitions` 参数定义表**：`param_code` VARCHAR(64) uk；`param_name` VARCHAR(64)；`param_group` VARCHAR(32)；`value_type` VARCHAR(16)（DECIMAL/INT/BOOL/ENUM/TEXT）；`unit` VARCHAR(16)（‰/%/元/天）；`dimension_type` VARCHAR(32) DEFAULT 'NONE'（NONE/PRODUCT_CATEGORY/BUSINESS_ROLE）；`options_text` VARCHAR(255)（枚举竖线分隔）；`default_value`/`value_min`/`value_max` VARCHAR(64)（Fraction 可解析字符串）；`description` VARCHAR(255)；`sort_order` INT；`status` TINYINT；TimestampMixin。
+
+**`param_change_batches` 参数变更批次表**：`version_no` VARCHAR(32) uk（`P{YYYYMMDD}-{当日序号}`）；`effective_date` DATE NOT NULL idx；`change_type` TINYINT（1 立即 2 指定日期）；`remark` VARCHAR(255)；`operator_id` FK→users ON DELETE SET NULL + `operator_name` VARCHAR(64) 冗余固化；`item_count` INT DEFAULT 0；仅 `create_time`（append-only，不继承 TimestampMixin）。
+
+**`param_values` 参数版本条目表（append-only）**：`param_id` FK→param_definitions RESTRICT idx；`dimension_value` VARCHAR(32) NOT NULL DEFAULT `''`（用空串不用 NULL）；`effective_date` DATE NOT NULL idx；`value_text` VARCHAR(64) NOT NULL；`old_value_text` VARCHAR(64)；`batch_id` FK→param_change_batches RESTRICT idx；仅 `create_time`。热路径索引 `idx_param_values_param_id_dimension_value_effective_date`。已生效条目禁改禁删；未生效批次可整批撤回。
+
+**种子**（迁移 + init-dev 双写）：3 个内置岗位（`salesperson 营销员`/TPL_SALESPERSON_DECAY、`sales_manager 营销经理`/TPL_MANAGER_SHARE、`info_officer 信息员`/TPL_INFO_SALES_FIXED）+ 16 项参数定义 + 版本条目 + 一条初始批次（`P20260101-00`）。
+
+### 1.2 参数清单（16 项）
+
+| param_code | 名称 | 类型/单位 | 维度 | 默认值 | 生效日期 |
+| --- | --- | --- | --- | --- | --- |
+| salesperson.rate.start | 业务员起始计提比例 | DECIMAL ‰ | BUSINESS_ROLE | 10 | 2026-02-17 |
+| salesperson.rate.slope | 业务员日递减斜率 | DECIMAL ‰/天 | BUSINESS_ROLE | **4/360** | 2026-02-17 |
+| salesperson.rate.floor | 业务员计提下限 | DECIMAL ‰ | BUSINESS_ROLE | 4 | 2026-02-17 |
+| salesperson.days.boundary | 线性递减分界天数 | INT 天 | BUSINESS_ROLE | 360 | 2026-02-17 |
+| manager.share.team | 经理本团队分成 | DECIMAL % | BUSINESS_ROLE | 12.5 | 2026-08-13 |
+| manager.share.company | 经理全公司分成 | DECIMAL % | BUSINESS_ROLE | 5 | 2026-08-13 |
+| enterprise.rate | 企业户计提比例 | DECIMAL ‰ | PRODUCT_CATEGORY | **2（02-17 起）/ 3（08-13 起）** | 双行 |
+| info.rate | 信息员计提比例 | DECIMAL ‰ | BUSINESS_ROLE | 1 | 2026-08-13 |
+| prepay.rate | 预付款计提比例 | DECIMAL ‰ | NONE | 10 | 2026-01-01 |
+| barter.discount | 以物抵顶折算比例 | DECIMAL % | NONE | 80 | 2026-01-01 |
+| payment.start.ratio | 支付起付比例 | DECIMAL % | NONE | 60 | 2026-01-01 |
+| payment.weight.mode | 支付权重应用方式 | ENUM FULL\|BALANCE | NONE | FULL | 2026-01-01 |
+| product.threshold | 折算毛利润额阈值 | DECIMAL % | PRODUCT_CATEGORY | 市政水利 30 / 轨交 20 | 2026-02-17 |
+| salary.basic.mode | 月工资基本工资口径 | ENUM INCLUDE\|DEDUCT\|EXCLUDE | BUSINESS_ROLE | 业务员 INCLUDE / 经理 DEDUCT | 2026-01-01 |
+| probation.annual.threshold | 试用期年累计结算阈值 | DECIMAL 元 | NONE | 18000 | 2026-01-01 |
+| probation.salary.basic | 试用期基本工资标准 | DECIMAL 元 | NONE | 3000 | 2026-01-01 |
+
+**不设参数**（作废条款落地）：经理个人户 8‰ 起始/斜率；协助 25% 分成；含运费口径开关。
+
+**值校验规则**（`validate_and_normalize`）：DECIMAL 用 `Fraction(text)` 解析（拒绝 `1/0`、非数字），并按 `value_min`/`value_max` 校验；INT 必须整数；BOOL 仅 0/1；ENUM 必须在 `options_text` 内；规范化去首尾空白、分数式原样存储。
+
+### 1.3 公式模板与消费契约
+
+**模板注册表**（`app/services/calc_templates.py`，代码内有限集合，一期不引入规则引擎的落地方式）：
+
+| 模板编码 | 形态 | 声明参数 |
+| --- | --- | --- |
+| TPL_SALESPERSON_DECAY | 分段：≤分界 = 起始 − 天数×斜率；> 分界 = 下限 | salesperson.rate.* / days.boundary |
+| TPL_MANAGER_SHARE | 聚合：∑本团队×12.5% + ∑全公司×5% | manager.share.* |
+| TPL_ENTERPRISE_FIXED | 乘法：折算毛利润额 × 比例 | enterprise.rate |
+| TPL_INFO_SALES_FIXED | 乘法：本人销售额 × 比例 | info.rate |
+| TPL_PREPAY_FIXED | 乘法：回款额 × 比例 | prepay.rate |
+
+修饰器（不绑角色，参数驱动）：以物抵顶 ×80%、支付权重 R×R、起付 60%、试用期缓发。**绑定模型**：`business_roles.calc_template` → 模板；角色级覆盖经 `dimension_type=BUSINESS_ROLE` 条目；新增岗位 = 新增行 + 选模板（零代码）。
+
+**消费接口契约**（M3 核算与预览共用）：
+
+```python
+# app/services/param_service.py
+@dataclass(frozen=True, slots=True)
+class ParamSnapshot:
+    biz_date: date
+    def get(self, code, *, role_code=None, product_category=None) -> str: ...  # 覆盖链：角色 > 产品类别 > 默认
+    def fraction(self, code, **dims) -> Fraction: ...
+    def integer(self, code, **dims) -> int: ...
+    def boolean(self, code, **dims) -> bool: ...
+    def text(self, code, **dims) -> str: ...
+
+def resolve_snapshot(session, biz_date: date) -> ParamSnapshot
+def submit_change(session, payload, *, operator, meta=None) -> ParamChangeBatchOut
+def compare(session, *, from_date: date, to_date: date) -> list[ParamDiffOut]
+
+# app/services/formula.py（纯函数，禁 float）
+def payment_days(ship_date, receipt_date) -> int            # 发货日首日=1
+def salesperson_rate(days, *, start, slope, floor, boundary_days) -> Fraction
+def profit_rate(profit: Decimal, revenue: Decimal) -> Fraction      # 不含运费；revenue=0 防除零
+def converted_profit(revenue, rate, threshold) -> Decimal   # 化简式：销售额 ×(毛利润率−阈值)
+def performance_amount(base, rate) -> Decimal               # 乘法方向（对照表 #3）
+def apply_barter(amount, discount) -> Decimal
+def payment_weight(r: int) -> Fraction                      # r×r
+def start_payment_ok(received, revenue, ratio) -> bool
+```
+
+### 1.4 API 设计（/api/v1/system/*，AdminUser）
+
+**岗位角色**：`GET/POST /business-roles`、`GET/PUT/DELETE /business-roles/{id}`、`PUT /business-roles/{id}/status`、`GET /business-roles/meta/templates`（模板下拉，含声明参数说明）。
+
+**计提参数**：`GET /params`（目录+当前快照，支持 `asOf`）、`GET /params/{param_code}/history`、`POST /params/changes`（提交变更批次）、`DELETE /params/changes/{batch_id}`（撤回未生效）、`GET /params/changes`（记录分页）、`GET /params/changes/{batch_id}`（明细）、`GET /params/compare`（两日期对比）、`GET /params/export`（Excel，`StreamingResponse` 非统一信封）、`POST /params/preview`（计算预览）。
+
+**关键示例 1：提交变更**
+
+```json
+// POST /api/v1/system/params/changes
+{
+  "changeType": 2,
+  "effectiveDate": "2026-11-01",
+  "remark": "四季度系数调整",
+  "items": [
+    { "paramCode": "enterprise.rate", "dimensionValue": "", "value": "3" },
+    { "paramCode": "product.threshold", "dimensionValue": "rail_transit", "value": "22" }
+  ]
+}
+// data：
+{ "batchId": 12, "versionNo": "P20261012-01", "effectiveDate": "2026-11-01",
+  "changeType": 2, "itemCount": 2, "operatorName": "admin", "createTime": "..." }
+```
+
+**关键示例 2：计算预览**（示意值已验算）
+
+```json
+// POST /api/v1/system/params/preview
+{ "businessRole": "salesperson", "customerType": "personal",
+  "productCategory": "municipal_water", "shipDate": "2025-12-15",
+  "receiptDate": "2026-01-10", "revenue": "100000", "profit": "45000",
+  "receivedAmount": "60000", "barter": false, "probation": false }
+// data：
+{ "paymentDays": 27, "rate": "97/10000", "rateText": "9.7‰（10‰ − 27 天 × 4/360‰）",
+  "profitRate": "9/20", "convertedProfit": "15000", "performanceAmount": "145.5",
+  "startPaymentOk": true, "paymentWeightR": 60, "paymentWeight": "9/25",
+  "payableAmount": "52.38", "paramVersion": "P20260101-00", "paramEffectiveDate": "2026-02-17" }
+```
+
+### 1.5 前端设计
+
+**岗位角色页**（`views/system/business-roles/index.vue`）：列表（复用 `usePagedList`/`AppPagination`/`StatusTag`）+ 新增/编辑弹窗（模板下拉，选中后展示模板声明的参数清单与当前值）+ 启停/删除（内置岗位按钮禁用并 title 提示原因）。路由 meta `{ title: '岗位角色', group: '系统管理', requiresAdmin: true, order: 5 }`。
+
+**计提参数页**（`views/system/params/index.vue`）：按 `param_group` 分组展示（名称/当前值+单位/生效日期/口径说明）；编辑后进入「待提交」区，顶部选生效方式（立即/指定日期）+ 备注；「提交变更」二次确认（列出每项 旧值→新值）；版本管理抽屉（变更记录分页 + 批次明细 + 两日期对比 + Excel 导出下载）；预览抽屉（表单 → 结果卡，注明「斜率精确值 4/360」）。路由 meta order 6。导出接口走 axios 实例取 blob（非统一信封，api 文件内注明）。
+
+---
+
+## 二、任务分解（T1–T8）
+
+任务依赖：T1 → T2 → T3 → (T4 ∥ T5) → (T6 ∥ T7) → T8。每任务遵循「写测试 → 确认失败 → 实现 → 确认通过 → commit」。
+
+### T1 迁移与模型（四表 + 种子）
+
+**文件**：`app/models/business_role.py`、`app/models/param.py`（创建）；`app/models/__init__.py`（改）；`alembic/versions/xxxx_*.py`（autogenerate+种子）；`db/migration/V3__add_business_roles_and_params.sql`、`db/init/init-dev.sql`（改）、`db/queries/计提参数.sql`（创建）。
+
+- [ ] 写两个模型文件（参照 `app/models/role.py` 写法；`ParamChangeBatch`/`ParamValue` 不继承 TimestampMixin）
+- [ ] 注册进 `models/__init__.py`（漏注册会让 autogenerate 生成删表迁移）
+- [ ] `uv run alembic revision --autogenerate -m "新增岗位角色与计提参数四表"` → 人工检查命名/注释/ON UPDATE → 补种子（3 岗位/16 定义/版本条目/初始批次）
+- [ ] `uv run alembic upgrade head` → `uv run alembic upgrade <V2_rev>:head --sql > db/migration/V3__*.sql`
+- [ ] 同步 `db/init/init-dev.sql`（建表 + 种子 + alembic_version 更新）
+- [ ] 写 `db/queries/计提参数.sql`（时点化解析与对比查询留档）
+- [ ] 验证：`uv run pytest tests/integration/test_schema_sync.py tests/unit/test_models.py -q` 全绿
+- [ ] Commit：`feat(system): 新增岗位角色与计提参数四表及 V3 迁移`
+
+### T2 参数注册表 + 公式纯函数
+
+**文件**：`app/services/param_registry.py`、`calc_templates.py`、`formula.py`（创建）；`app/core/constants.py`（改）；`tests/unit/test_formula.py`、`test_param_registry.py`。
+
+- [ ] 写失败测试（关键断言）：`salesperson_rate(360,...) == Fraction(6,1000)`；`361 天 == Fraction(4,1000)`；`第 1 天 == Fraction(10) - Fraction(1,90)`；`payment_days(2025-12-15, 2026-01-10) == 27`；同日回款 == 1；`converted_profit(0,...) == 0`（防除零）；负绩效不归零；`payment_weight(60) == Fraction(36,100)`；`parse_fraction("4/360") == Fraction(1,90)`；注册表 16 项且模板声明参数均存在
+- [ ] 运行确认失败 → 实现三个文件 → 运行 `uv run pytest tests/unit -q` 全绿
+- [ ] Commit：`feat(system): 计提公式模板注册表与精确分数计算函数`
+
+### T3 参数仓储 + 取值服务（时点化解析）
+
+**文件**：`app/repositories/param_repository.py`、`app/services/param_service.py`（解析部分）；`tests/unit/test_param_snapshot.py`。
+
+- [ ] 写失败测试：覆盖链（角色 > 产品类别 > 默认）；未定义参数按注册表默认值兜底；同日多次变更取 id 最大
+- [ ] 实现 `resolve_values(session, biz_date)`（一条 SQL 取全量快照）+ `ParamSnapshot`/`resolve_snapshot` → `uv run pytest tests/unit -q` 全绿
+- [ ] Commit：`feat(system): 计提参数按业务日期时点化取值服务`
+
+### T4 岗位角色 CRUD 后端（含审计与保护规则）
+
+**文件**：`app/repositories/business_role_repository.py`、`app/schemas/business_role.py`、`app/services/business_role_service.py`、`app/api/v1/system/business_roles.py`（创建）；`app/api/router.py`、`app/core/constants.py`（改）。整体参照 `roles` 模块模式。
+
+- [ ] 实现（保护规则：内置禁删禁停、code 不可改、模板必须存在于注册表、人员引用计数钩子预留；写操作包 `audit_service.audit()`）
+- [ ] 冒烟：新增自定义岗位 ✓、删除内置 → 403、非法模板 → 400
+- [ ] Commit：`feat(system): 业务岗位角色管理接口与保护规则`
+
+### T5 参数变更/历史/对比/导出/预览后端
+
+**文件**：`app/schemas/param.py`、`app/api/v1/system/params.py`（创建）；`param_service.py` 扩展、`app/api/router.py`、`constants.py`（改）；`pyproject.toml`（`uv add openpyxl`）。
+
+- [ ] 实现 9 个端点（提交/撤回/历史/分页/明细/对比/导出/预览/目录快照）；撤回已生效批次 → 400；导出列含变更人/时间/项/旧值/新值/生效日期
+- [ ] 冒烟链路：提交（指定未来日期）→ 当前快照不变 → 立即生效提交 → 快照变化 → 撤回未生效 → 回退 → 预览 360/361 → 导出可打开
+- [ ] Commit：`feat(system): 计提参数版本管理、变更留痕与计算预览接口`
+
+### T6 前端岗位角色页
+
+**文件**：`src/api/businessRoles.ts`、`src/views/system/business-roles/index.vue`（创建）；`router/index.ts`、`utils/constants.ts`（改）。
+
+- [ ] 实现页面与路由 → `pnpm type-check && pnpm build` 通过
+- [ ] Commit：`feat(system): 前端岗位角色管理页面`
+
+### T7 前端参数配置页（版本管理 + 预览）
+
+**文件**：`src/api/params.ts`、`src/views/system/params/index.vue`（创建）；`router/index.ts`、`utils/constants.ts`（改）。
+
+- [ ] 实现页面（分组表/生效方式/二次确认/版本抽屉/预览抽屉）→ `pnpm type-check` 通过
+- [ ] e2e 链路：改参数 → 变更记录出现 → 预览值变化 → 导出可下载
+- [ ] Commit：`feat(system): 前端计提参数配置与版本管理页面`
+
+### T8 模块测试统一编写与文档
+
+**文件**：`tests/unit/test_param_service.py`、`tests/integration/test_business_roles.py`、`test_param_management.py`（创建）；`backend/tests/README.md`、`frontend/README.md`、`backend/README.md`、`frontend/e2e/*`（改）。
+
+- [ ] 集成用例：参数精度全链路（注册表→种子→解析→预览一致）；未来生效不泄漏；撤回回退；同日多次变更；审计留痕；权限 403；岗位保护规则
+- [ ] 全量回归 `uv run pytest -q`（301 基线 + 新增全绿）；e2e；三份 README 更新
+- [ ] Commit：`test(system): 参数体系模块用例与测试记录`
+
+---
+
+## 三、执行安排
+
+- **分支**：`feat/system-params`（已创建）；`feature/system-management` 是否先合并 main 由用户决定，不阻塞
+- **环境**：启动 `D:\work\app\Docker\Docker Desktop.exe` → `docker compose -f docker/docker-compose.dev.yml up -d`；T2 纯函数开发不依赖容器
+- **方式**：原生执行（当前会话逐任务推进）；每任务后跑验证命令；T8 全量回归；收尾一轮 code review
+- **注意**：Windows uvicorn `--reload` 偶发卡死——验证 reload 以「新 worker 的 startup complete」为准；开放问题 7 项（见下）按默认处理，不阻塞
+
+## 四、验收标准（M1 完成的定义）
+
+1. 管理员可新增岗位并绑定公式模板（无需改代码）；内置岗位禁删禁停
+2. 任一参数变更产生含变更人/时间/项/旧值/新值/生效日期的记录（批次 + 操作日志双保险）
+3. 任意业务日期可解析出当时快照（08-12 企业户=2‰、08-13=3‰ 回溯正确）
+4. 计算预览精确复现：360 天=6‰、361 天=4‰、12-15→01-10=27 天
+5. `uv run pytest -q` 301 基线 + 新增全绿；`pnpm type-check && pnpm build` 通过；e2e 链路通过
+6. `db/migration/V3__*.sql` 与 `db/init/init-dev.sql` 双轨同步（`test_schema_sync.py` 把关）
+
+## 五、风险与开放问题
+
+**风险（已定对策）**：参数缓存一期不做（保留 `ys:param.ver:*` 键位，未来按批次版本号精确失效）；同日多次变更 UI 明示「按最新一条生效」；`4/360` 展示注明精确值；模板扩展摩擦一期接受（受控下拉）；预览出参与需规 2.4.1 明细列同名（减少 M3 映射）；openpyxl 在 T5 增补依赖。
+
+**开放问题（不阻塞，按默认处理）**：① 第 1 天 10‰ vs 9.9889‰ → 按公式实现并参数化；② 企业户 2‰ 历史种子 → 已双种子；③ BALANCE 模式语义 → M3 前确认；④ `probation.salary.basic` 归属 → M2 时复核；⑤ 参数查询权限 → 暂 AdminUser；⑥ 导出列集合 → 以需规 2.3.1(四) 为准；⑦ 经理个人户业绩进入 12.5%+5% 的衔接 → **M3 开工前必须确认**。
+
+## 六、验证方式
+
+1. 按 T1–T8 的验证节点逐任务执行（见第二章各任务）；T8 后全量回归 + e2e；
+2. 验收标准 6 条逐条核对（见第四章）；
+3. 与 `ai-aux/AI_CONTEXT.md` 需求裁决节交叉核对口径无冲突。

docs/superpowers/plans/2026-10-12-剩余开发计划.md

@@ -0,0 +1,607 @@
+# 剩余开发计划（路线图 + 首工作块实施计划）
+
+> **面向 AI 代理的工作者：** 首工作块（M1）实施时使用 subagent-driven-development（推荐）或 executing-plans 逐任务实现本计划第二章；步骤使用复选框（`- [ ]`）语法跟踪进度。第一章路线图供全局导航。
+
+**目标：** 在需求裁决全部落定（2026-10-12）后，为剩余 5 大模块与 T+ 同步给出推进路线；并交付首个工作块「系统设置与参数体系（#28）」的可执行实施计划（任务级，含测试与验证）。
+
+**架构：** 沿用现有六层（api → services → repositories → models，schemas 承载请求/响应，core 横切）；新增「公式模板注册表（代码内有限集合）+ 参数按生效日期时点化存储 + 计算预览」作为核算模块的输入契约，不引入规则引擎。
+
+**技术栈：** 后端 Python 3.12 + FastAPI + SQLAlchemy 2.0（同步）+ MySQL 8.0 + Redis 7；前端 Vue 3.5 + TS 5.9 + Vite 8 + Element Plus 2.14 + Pinia 4。
+
+**规格：** `ai-aux/AI_CONTEXT.md`「需求裁决」节（权威口径）；`docs/问题与解决方案对照表_v2.xlsx`（28 项裁决）；`docs/2026.9.8修改方案.docx`（公式与生效日期）。需规（`docs/衍水绩效管理系统功能需规.docx`）中 4 类作废条款不再引用：26 天示例、含运费公式、协助 25%、经理个人户 8‰。
+
+## 全局约束
+
+- 表：小写蛇形复数、列小写蛇形、每列中文 COMMENT、主键 `id`、`uk_`/`idx_`/`fk_` 前缀；金额类 DECIMAL；时间列用 `TimestampMixin`（`ON UPDATE CURRENT_TIMESTAMP` 须 `text()` 显式写）；append-only 表不继承 TimestampMixin（与 `login_logs` 先例一致）
+- 迁移双轨：Alembic 生成迁移 → 导出 SQL 到 `db/migration/V{n}__*.sql`（按序编号）→ 同步 `db/init/init-dev.sql`；`tests/integration/test_schema_sync.py` 拦截漂移
+- 六层红线：api 只参数绑定（写 `def` 非 `async def`）→ services 唯一事务边界 → repositories 只 `flush()`；统一响应 `{code,message,data}`，分页 `pageNum/pageSize` → `list/total/pageNum/pageSize`
+- 写操作接入 `audit_service.audit()`；审计脱敏在格式化后执行（顺序不可倒）
+- 金额全程 `Decimal`/`Fraction`，**禁 float**；`4/360` 按精确分数存储（`"4/360"`，禁 `0.011111`）
+- Redis 键前缀 `ys:`，TTL 按业务语义；禁 `KEYS *` / `FLUSHALL` / `FLUSHDB`
+- 前端：TS 锁 `~5.9.3`（不可 7.x）；复用 `usePagedList`/`useConfirmAction`/`AppPagination`/`StatusTag`；视觉沿用 `--ys-*` token；新页面必须写 `meta.title`
+- 测试：业务模块整体功能完成时统一编写用例；记录写入 `backend/tests/README.md` / `frontend/README.md`
+- 提交：`feat(scope): 中文说明`；不直推 main/develop
+
+## 审查重点（Review Focus）
+
+以下输入/失败模式最可能伤到使用者，对应测试已钉进第二章各任务：
+
+1. 畸形参数值（`"1/0"` 除零分数、非数字、超取值域）→ 保存必须 400 拒绝且不落库（T2/T5）
+2. 指定未来生效的变更泄漏进当前快照 → 快照解析必须不含（T3/T5）
+3. 撤回未生效批次后解析未回退 → 必须回退到撤回前值（T5）
+4. 回款天数边界：同日回款 = 1 天；12-15 → 01-10 = 27 天；跨年连续（T2）
+5. 计提比例边界：360 天 = 6‰、361 天 = 4‰、第 1 天 = 10 − 4/360 ≈ 9.9889‰（精确分数断言）（T2）
+6. 毛利润额 = 0 → 折算额 0、绩效 0 不除零；负绩效按公式正常计算不归零（T2）
+
+---
+
+## 第一章 模块级路线图
+
+### 1.1 推荐顺序与依赖
+
+```text
+① 系统设置与参数体系（#28）        ← 地基：岗位角色 + 参数 + 公式模板
+② 基础数据管理                     ← 人员引用 ① 岗位角色（外键上游）
+③ 业务数据管理                     ← 引用 ② 人员/产品/客户
+④ 绩效工资核算                     ← 消费 ① 参数快照（按回款到账日）+ ②③ 数据
+⑤ 报表统计（∥ ⑥ T+ 同步）         ← ⑤ 只读消费 ③④；⑥ 写入 ②③ 目标表，受 IT 字段映射制约
+```
+
+### 1.2 顺序论证（要点）
+
+**① 先于基础数据：** 外键方向在上游（人员→岗位，先建避免迁移返工）；参数取值契约是 ④ 的输入面，先定型让后续模块按契约编码；计算预览（需规 2.3.1 四）首块即可交给业务对账「360 天=6‰、361 天=4‰」，验收前移；参数清单提炼本身 = 28 项裁决逐条复核。阈值参数归 ① 有明文依据（#28「全部阈值统一在系统设置维护」）。
+
+**⑥ 放最后：** 字段映射未定（对照表 #26 ⏳IT），放前部会把外部不确定性引入关键路径；目标表由 ②③ 定稿后同步才有意义；一期可手工录入闭环。**但预留前移**：②③ 表设计必须含外部唯一键列（`source_no`/`t_plus_id`）、同步批次时间列，并约定「同步不覆盖人工字段（指导价、归属、岗位）」。
+
+**⑤ 可后置：** 纯消费端无下游，口径依赖真实核算数据校准；唯一约束是 ④ 设计台账时对照需规 2.4.1 明细列（合同编号/发货日/回款日/回款天数/产品类别/客户类型/人员岗位/计提比例/支付权重R/绩效金额）一次性建全。
+
+### 1.3 各块范围与验收标准
+
+| 块 | 范围界定 | 验收标准（一句话） |
+| --- | --- | --- |
+| ① 系统设置与参数体系 | 岗位角色 CRUD + 模板绑定；参数目录/版本化存储/按日期取值/变更留痕/对比/导出；公式纯函数；计算预览 | 管理员可新增岗位并绑定模板；任一参数变更产生含变更人/时间/项/旧值/新值/生效日期的记录；任意业务日期可解析当时快照；预览精确复现 360 天=6‰、361 天=4‰；301 基线不回归 |
+| ② 基础数据管理 | 人员（岗位/工资标准/团队/辐射区域/拓展计划）、产品类型与目录、业务(客户)与归属变更 | 三类数据可维护并留痕；人员岗位引用 ① 岗位表；表含 T+ 预留列；客户分类（个人户/经理个人户/企业户）与归属修改不回溯历史 |
+| ③ 业务数据管理 | 业务明细+指导价、发货（批次/运费/发货日）、回款（批次号/到账日/以物抵顶/手动指定发货批次）、毛利润（不含运费）、客户评级计算器 | 一笔业务可多产品多批次发货、多笔回款；回款天数按「发货日首日=1」自动算；折算走精确分数；评级只出等级不影响金额 |
+| ④ 绩效工资核算 | 核算引擎（按回款到账日取参数）、单笔台账+核销防重、经理 12.5%+5%、试用期/年累计 18000、起付 60% 与 R×R、预付款/以物抵顶、月工资（分岗口径）、重算授权留痕 | 任一笔回款可复算到分（零误差）；同笔回款不重复核算；08-13 前后企业户 2‰/3‰ 回溯正确；月工资表可生成 |
+| ⑤ 报表统计 | 个人绩效明细、部门汇总、业务统计、回款区间统计、Excel 导出与打印 | 四表口径与台账一致且可下钻单笔；导出精度与页面一致 |
+| ⑥ T+ 数据同步 | 五类数据抓取/清洗/入库、唯一键去重、失败重试、同步日志、周定时+手动触发 | 手动同步幂等（重跑不重复入库）；失败有日志与重试；不覆盖人工字段 |
+
+### 1.4 里程碑（交付批次）
+
+| 批次 | 内容 | 说明 |
+| --- | --- | --- |
+| **M1** | ① 系统设置与参数体系 | 独立可交付；预览工具可作业务对账入口先行验收 |
+| **M2** | ② + ③ | 合并交付：一次表结构评审把 T+ 预留列与报表字段清单同时定稿 |
+| **M3** | ④ 绩效工资核算 | 核心钱袋子；测试重点在精度与参数回溯 |
+| **M4** | ⑤ 报表 + ⑥ T+ 同步（并行） | ⑥ 受 IT 制约，谁先就绪谁先交 |
+
+### 1.5 需求依据对照
+
+| 块 | 依据 | 关联作废条款（不引用） |
+| --- | --- | --- |
+| ① | 需规 2.3.1(四)/2.5.2/2.1.2；对照表 #28/#5/#8/#20–#24 | 经理个人户 8‰（不设参数）；含运费口径；协助 25%（不设参数） |
+| ② | 需规 2.1.1–2.1.3；对照表 #9/#19/#26 | 信息部负责人条款（信息员独立角色） |
+| ③ | 需规 2.2.1–2.2.5；对照表 #1/#2/#12/#13/#14/#18/#25 | 26 天示例；含运费公式（2.2.4/2.3.3 整段） |
+| ④ | 需规 2.3.1–2.3.3；对照表 #3/#4/#6/#7/#11/#15/#16/#17/#20–#24 | 协助 25%；经理 8‰；26 天示例；含运费公式 |
+| ⑤ | 需规 2.4.1–2.4.3；对照表 #22（明细展示 R） | — |
+| ⑥ | 需规各「同步 T+」条；对照表 #10/#26/#27 | — |
+
+---
+
+## 第二章 首工作块「系统设置与参数体系（#28）」实施计划
+
+### 2.1 关键设计取舍（已定）
+
+1. **参数存储 = 参数定义 + 逐项版本条目（时点化 append-only）+ 变更批次表承载「版本」**；否决全量快照（改一项复制全量、单参数历史需遍历）与单行 JSON（无回溯、无字段校验）；
+2. 数值一律以 **Fraction 可解析字符串**存储（`"4/360"`，禁 `0.011111`），解析走 `Fraction(text)` 不经 float；
+3. **不设日期唯一键**：同日多次修正是合法留痕，解析按 `effective_date DESC, id DESC` 取最新；
+4. **一期不做参数 Redis 缓存**（算钱系统缓存失效即错钱；20 行级查询成本可忽略），保留 `ys:param:ver:*` 键位待实测后启用；
+5. 维度覆盖链：**角色维度 > 产品类别维度 > 默认行**；`dimension_value` 用空串不用 NULL（MySQL 组合索引对 NULL 不去重）；
+6. append-only 表（`param_values`/`param_change_batches`）**不继承 TimestampMixin**（无 update_time，与 `login_logs` 先例一致）。
+
+### 2.2 表设计（V3 迁移，四张新表）
+
+**`business_roles` 业务岗位角色表**（与系统登录角色 `roles` 严格区分，表注释写明；这是 #28「人员岗位角色」的落点）
+
+| 列 | 类型 | 约束/说明 |
+| --- | --- | --- |
+| id | BIGINT UNSIGNED | PK AUTO_INCREMENT |
+| role_code | VARCHAR(32) | NOT NULL，uk；创建后不可改（同 roles 保护） |
+| role_name | VARCHAR(64) | NOT NULL |
+| calc_template | VARCHAR(32) | NOT NULL，计提公式模板编码（以代码注册表为准） |
+| description | VARCHAR(255) | NULL |
+| sort_order | INT | NOT NULL DEFAULT 0 |
+| status | TINYINT | NOT NULL DEFAULT 1（1 启用 0 禁用） |
+| is_builtin | TINYINT | NOT NULL DEFAULT 0（1 内置禁删） |
+| create_time / update_time | DATETIME | TimestampMixin |
+
+种子（迁移 + init-dev 双写）：`salesperson 营销员`（TPL_SALESPERSON_DECAY）、`sales_manager 营销经理`（TPL_MANAGER_SHARE）、`info_officer 信息员`（TPL_INFO_SALES_FIXED），均内置。
+
+**`param_definitions` 计提参数定义表**：`param_code` VARCHAR(64) uk；`param_name` VARCHAR(64)；`param_group` VARCHAR(32)；`value_type` VARCHAR(16)（DECIMAL/INT/BOOL/ENUM/TEXT）；`unit` VARCHAR(16)（‰/%/元/天，可 NULL）；`dimension_type` VARCHAR(32) NOT NULL DEFAULT 'NONE'（NONE/PRODUCT_CATEGORY/BUSINESS_ROLE）；`options_text` VARCHAR(255)（枚举竖线分隔）；`default_value` / `value_min` / `value_max` VARCHAR(64)（Fraction 可解析字符串）；`description` VARCHAR(255)；`sort_order` INT；`status` TINYINT；TimestampMixin。
+
+**`param_change_batches` 参数变更批次表**：`version_no` VARCHAR(32) uk（如 `P20261012-01`）；`effective_date` DATE NOT NULL idx；`change_type` TINYINT（1 立即 2 指定日期）；`remark` VARCHAR(255)；`operator_id` BIGINT UNSIGNED FK→users ON DELETE SET NULL + `operator_name` VARCHAR(64) 冗余固化；`item_count` INT NOT NULL DEFAULT 0；仅 `create_time`。
+
+**`param_values` 参数版本条目表（append-only）**：`param_id` FK→param_definitions RESTRICT idx；`dimension_value` VARCHAR(32) NOT NULL DEFAULT `''`；`effective_date` DATE NOT NULL idx；`value_text` VARCHAR(64) NOT NULL；`old_value_text` VARCHAR(64) NULL；`batch_id` FK→param_change_batches RESTRICT idx；仅 `create_time`。索引 `idx_param_values_param_id_dimension_value_effective_date`（解析热路径）。已生效条目禁改禁删；未生效批次可整批撤回（删批次+条目）。解析 SQL 留存 `db/queries/计提参数.sql`。
+
+### 2.3 参数清单（16 项，迁移种子）
+
+| param_code | 名称 | 类型/单位 | 维度 | 默认值 | 依据 |
+| --- | --- | --- | --- | --- | --- |
+| salesperson.rate.start | 业务员起始计提比例 | DECIMAL ‰ | BUSINESS_ROLE | 10 | 需规 2.3.1(一)1 |
+| salesperson.rate.slope | 业务员日递减斜率 | DECIMAL ‰/天 | BUSINESS_ROLE | **4/360** | 对照表 #4 |
+| salesperson.rate.floor | 业务员计提下限 | DECIMAL ‰ | BUSINESS_ROLE | 4 | 对照表 #4 |
+| salesperson.days.boundary | 线性递减分界天数 | INT 天 | BUSINESS_ROLE | 360 | 对照表 #4 |
+| manager.share.team | 经理本团队分成 | DECIMAL % | BUSINESS_ROLE | 12.5 | #6/#15/#16 |
+| manager.share.company | 经理全公司分成 | DECIMAL % | BUSINESS_ROLE | 5 | 同上 |
+| enterprise.rate | 企业户计提比例 | DECIMAL ‰ | PRODUCT_CATEGORY | 3 | #20 |
+| info.rate | 信息员计提比例 | DECIMAL ‰ | BUSINESS_ROLE | 1 | #9 |
+| prepay.rate | 预付款计提比例 | DECIMAL ‰ | NONE | 10 | #23 |
+| barter.discount | 以物抵顶折算比例 | DECIMAL % | NONE | 80 | #24 |
+| payment.start.ratio | 支付起付比例 | DECIMAL % | NONE | 60 | #21 |
+| payment.weight.mode | 支付权重应用方式 | ENUM FULL\|BALANCE | NONE | FULL | #22 |
+| product.threshold | 折算毛利润额阈值 | DECIMAL % | PRODUCT_CATEGORY | 市政水利 30 / 轨交 20 | #12、需规 2.1.2 |
+| salary.basic.mode | 月工资基本工资口径 | ENUM INCLUDE\|DEDUCT\|EXCLUDE | BUSINESS_ROLE | 业务员 INCLUDE / 经理 DEDUCT | #8 |
+| probation.annual.threshold | 试用期年累计结算阈值 | DECIMAL 元 | NONE | 18000 | #17 |
+| probation.salary.basic | 试用期基本工资标准 | DECIMAL 元 | NONE | 3000 | 需规（归人员字段则撤，见开放问题） |
+
+**不设参数**（作废条款的落地）：经理个人户 8‰ 起始/斜率；协助 25% 分成；含运费口径开关。
+
+**种子生效日期**（迁移与 init-dev 双写）：`product.threshold`/`salesperson.*` = 2026-02-17；`enterprise.rate` = **2026-02-17 起 2‰ + 2026-08-13 起 3‰ 两行**；`manager.share.*`/`info.rate` = 2026-08-13；支付环节/预付款/以物抵顶/月工资口径 = 2026-01-01。
+
+### 2.4 公式模板与角色绑定
+
+**模板注册表**（`app/services/calc_templates.py`，代码内有限集合）：
+
+| 模板编码 | 名称 | 形态 | 声明参数 |
+| --- | --- | --- | --- |
+| TPL_SALESPERSON_DECAY | 业务员个人户·天数线性递减 | 分段：≤分界 = 起始 − 天数×斜率；> 分界 = 下限 | salesperson.rate.* / days.boundary |
+| TPL_MANAGER_SHARE | 经理·团队与全公司分成 | 聚合：∑本团队×12.5% + ∑全公司×5% | manager.share.* |
+| TPL_ENTERPRISE_FIXED | 企业户·固定计提 | 乘法：折算毛利润额 × 比例 | enterprise.rate |
+| TPL_INFO_SALES_FIXED | 信息员·销售额固定比例 | 乘法：本人销售额 × 比例 | info.rate |
+| TPL_PREPAY_FIXED | 预付款·固定计提 | 乘法：回款额 × 比例 | prepay.rate |
+
+修饰器（不绑角色，参数驱动）：以物抵顶 ×80%、支付权重 R×R、起付 60%、试用期缓发。
+
+**绑定模型**：`business_roles.calc_template` → 模板；角色级覆盖经 `dimension_type=BUSINESS_ROLE` 条目。新增岗位 = 新增行 + 选模板（零代码，满足 #28 ①）。
+
+**消费接口契约**（④ 与预览共用，函数签名级）：
+
+```python
+# app/services/param_service.py
+@dataclass(frozen=True, slots=True)
+class ParamSnapshot:
+    biz_date: date
+    def get(self, code, *, role_code=None, product_category=None) -> str: ...  # 覆盖链解析后原始值
+    def fraction(self, code, **dims) -> Fraction: ...
+    def integer(self, code, **dims) -> int: ...
+    def boolean(self, code, **dims) -> bool: ...
+    def text(self, code, **dims) -> str: ...
+
+def resolve_snapshot(session, biz_date: date) -> ParamSnapshot
+def submit_change(session, payload, *, operator, meta=None) -> ParamChangeBatchOut
+def compare(session, *, from_date: date, to_date: date) -> list[ParamDiffOut]
+
+# app/services/formula.py（纯函数，预览与 ④ 共用；禁 float）
+def payment_days(ship_date, receipt_date) -> int            # 发货日首日=1
+def salesperson_rate(days, *, start, slope, floor, boundary_days) -> Fraction
+def profit_rate(profit: Decimal, revenue: Decimal) -> Fraction      # 不含运费；revenue=0 防除零
+def converted_profit(revenue, rate, threshold) -> Decimal   # 化简式：销售额 ×(毛利润率−阈值)
+def performance_amount(base, rate) -> Decimal               # 乘法方向（对照表 #3）
+def apply_barter(amount, discount) -> Decimal
+def payment_weight(r: int) -> Fraction                      # r×r
+def start_payment_ok(received, revenue, ratio) -> bool
+```
+
+### 2.5 文件清单
+
+#### 后端
+
+| 层 | 文件 | 内容 |
+| --- | --- | --- |
+| models | `app/models/business_role.py`、`app/models/param.py`、`app/models/__init__.py`（改） | 四张表；**必须注册进 `__init__`**（漏注册会让 autogenerate 生成删表迁移） |
+| repositories | `app/repositories/business_role_repository.py`、`param_repository.py` | 只 flush；`resolve_values(session, biz_date)` 一条 SQL 取全量快照；批次撤回用 `for_update` 锁行 |
+| schemas | `app/schemas/business_role.py`、`param.py` | Out/CreateIn/UpdateIn/StatusIn/Query、TemplateOptionOut；ParamDefinitionOut/SnapshotOut/ChangeIn/Out/BatchOut/BatchDetailOut/DiffOut/PreviewIn/Out |
+| services | `app/services/param_registry.py`、`calc_templates.py`、`formula.py`、`business_role_service.py`、`param_service.py` | 参数目录注册表（种子唯一来源 + 运行期校验）；模板注册表；纯函数；岗位 CRUD+保护规则；参数提交/历史/对比/预览/导出 |
+| api | `app/api/v1/system/business_roles.py`、`params.py`、`app/api/router.py`（改） | 挂载 `/api/v1/system/business-roles`、`/api/v1/system/params`（AdminUser） |
+| core | `app/core/constants.py`（改） | `MODULE_BUSINESS_ROLE`/`MODULE_PARAM`、内置岗位编码、产品类别码 |
+| 迁移 | `alembic/versions/xxxx_*.py`、`db/migration/V3__add_business_roles_and_params.sql`、`db/init/init-dev.sql`（改）、`db/queries/计提参数.sql` | 四表 + 种子；双轨同步 |
+| 依赖 | `backend/pyproject.toml`（改） | 增补 `openpyxl`（参数导出用；`uv add openpyxl`） |
+
+**接口集合**：business-roles 列表/新增/详情/编辑/删除/启停 + `meta/templates` 模板下拉；params 目录快照（`asOf`）、单参数历史、变更批次提交/撤回/分页/明细、双日期对比、Excel 导出（`StreamingResponse`，非统一信封）、计算预览。写操作全走 `audit_service.audit()`；变更批次表与操作日志互为双保险。
+
+#### 前端
+
+| 类型 | 文件 | 说明 |
+| --- | --- | --- |
+| api | `src/api/businessRoles.ts`、`src/api/params.ts` | params 的导出接口直接用 axios 实例（响应为 blob，非统一信封，文件内注明例外） |
+| 页面 | `src/views/system/business-roles/index.vue` | 列表+表单+启停+删除（保护提示）+模板选择（展示模板声明参数） |
+| 页面 | `src/views/system/params/index.vue` | 按 param_group 分组；生效方式（立即/指定日期）+备注；保存二次确认；版本管理抽屉（记录/明细/对比/导出）；预览抽屉 |
+| 路由 | `src/router/index.ts`（改） | `{ title: '岗位角色', group: '系统管理', requiresAdmin: true, order: 5 }`、`{ title: '计提参数', …, order: 6 }` |
+| 常量 | `src/utils/constants.ts`（改） | MODULE_OPTIONS 增补；参数分组/单位展示映射 |
+| 复用 | `usePagedList`/`useConfirmAction`/`AppPagination`/`StatusTag`/`--ys-*` | 不新增组件 |
+
+### 2.6 任务序列（步骤级）
+
+任务依赖：T1 → T2 → T3 → (T4 ∥ T5) → (T6 ∥ T7) → T8。
+
+---
+
+#### 任务 T1：迁移与模型（四张新表 + 种子）
+
+**文件：**
+
+- 创建：`backend/app/models/business_role.py`、`backend/app/models/param.py`
+- 修改：`backend/app/models/__init__.py`
+- 创建：`backend/alembic/versions/xxxx_add_business_roles_and_params.py`（autogenerate 后人工补种子）
+- 创建：`db/migration/V3__add_business_roles_and_params.sql`
+- 修改：`db/init/init-dev.sql`
+- 创建：`db/queries/计提参数.sql`
+
+- [ ] **步骤 1：写两个模型文件**
+
+按 2.2 字段设计实现 `BusinessRole`、`ParamDefinition`、`ParamChangeBatch`、`ParamValue`。写法参照 `backend/app/models/role.py`（`Mapped`/`mapped_column`、`mysql_table_args("中文表注释")`、`BIGINT_UNSIGNED`、`TINYINT_TYPE`）；`ParamChangeBatch`/`ParamValue` 不继承 `TimestampMixin`，仅手写 `create_time`（`server_default=text("CURRENT_TIMESTAMP")`）；外键目标类型必须与 `users.id` 一致（`BIGINT_UNSIGNED`）。
+
+- [ ] **步骤 2：注册进 `models/__init__.py`**
+
+四个类加入导入与 `__all__`（漏注册会让 autogenerate 把新表当成待删除）。
+
+- [ ] **步骤 3：生成迁移并补种子**
+
+```bash
+cd backend && uv run alembic revision --autogenerate -m "新增岗位角色与计提参数四表"
+```
+
+人工检查：表/列中文 COMMENT、`uk_`/`idx_`/`fk_` 命名、`ON UPDATE CURRENT_TIMESTAMP` 子句；然后按 2.2/2.3 用 `op.bulk_insert` 或 `op.execute` 补种子：3 个内置岗位、16 项参数定义、版本条目（`enterprise.rate` 两行：2026-02-17=2、2026-08-13=3；其余按 2.3 生效日期表；维度行展开——`product.threshold` 两行市政/轨交、`salary.basic.mode` 两行业务员/经理）。种子条目的 `batch_id` 需要一条「初始版本」批次（`version_no` 如 `P20260101-00`、`remark` 初始版本）。
+
+- [ ] **步骤 4：应用迁移并导出 SQL**
+
+```bash
+cd backend && uv run alembic upgrade head
+uv run alembic upgrade <V2_revision>:head --sql > ../db/migration/V3__add_business_roles_and_params.sql
+```
+
+（V2 revision 从 `alembic/versions/` 中操作日志迁移文件读取。）
+
+- [ ] **步骤 5：同步 `db/init/init-dev.sql`**
+
+追加四表 DDL（与迁移产出一致）+ 种子 INSERT + 更新末尾 `alembic_version` 为 V3 revision id。
+
+- [ ] **步骤 6：写 `db/queries/计提参数.sql`**
+
+留存解析查询（时点化取值：`WHERE effective_date <= :biz_date ORDER BY effective_date DESC, id DESC` 取每组最新）与对比查询。
+
+- [ ] **步骤 7：验证**
+
+```bash
+cd backend && uv run pytest tests/integration/test_schema_sync.py tests/unit/test_models.py -q
+```
+
+预期：全部 PASS（schema 双轨无漂移、新表规范断言通过）。
+
+- [ ] **步骤 8：Commit**
+
+```bash
+git add backend/app/models backend/alembic db/init/init-dev.sql db/migration db/queries
+git commit -m "feat(system): 新增岗位角色与计提参数四表及 V3 迁移"
+```
+
+---
+
+#### 任务 T2：参数注册表 + 公式纯函数
+
+**文件：**
+
+- 创建：`backend/app/services/param_registry.py`、`backend/app/services/calc_templates.py`、`backend/app/services/formula.py`
+- 修改：`backend/app/core/constants.py`（内置岗位编码、产品类别码常量）
+- 测试：`backend/tests/unit/test_formula.py`、`backend/tests/unit/test_param_registry.py`
+
+- [ ] **步骤 1：编写失败的测试（公式，算钱核心）**
+
+代表性用例（全部精确分数断言，禁近似）：
+
+```python
+def test_业务员360天_比例恰为6‰():
+    rate = salesperson_rate(360, start=Fraction(10), slope=Fraction(4, 360),
+                            floor=Fraction(4), boundary_days=360)
+    assert rate == Fraction(6, 1000)
+
+def test_业务员361天_固定下限4‰_分界线():
+    rate = salesperson_rate(361, start=Fraction(10), slope=Fraction(4, 360),
+                            floor=Fraction(4), boundary_days=360)
+    assert rate == Fraction(4, 1000)
+
+def test_业务员第1天_按公式为899比90000_精确分数():
+    rate = salesperson_rate(1, start=Fraction(10), slope=Fraction(4, 360),
+                            floor=Fraction(4), boundary_days=360)
+    assert rate == Fraction(10) - Fraction(1, 90)   # 899/90 ‰
+
+def test_回款天数_发货日首日为第1天_12月15日到1月10日为27天():
+    assert payment_days(date(2025, 12, 15), date(2026, 1, 10)) == 27
+
+def test_回款天数_同日回款为1天():
+    d = date(2026, 1, 1)
+    assert payment_days(d, d) == 1
+
+def test_毛利润额为零_折算额与绩效均为零_不除零():
+    assert converted_profit(Decimal("0"), Fraction(0), Fraction(3, 10)) == Decimal("0")
+
+def test_毛利润率低于阈值_折算为负_绩效负值不归零():
+    # 销售额 100、毛利润率 10%、阈值 30% → 折算 -20
+    assert converted_profit(Decimal("100"), Fraction(1, 10), Fraction(3, 10)) == Decimal("-20")
+    assert performance_amount(Decimal("-20"), Fraction(6, 1000)) == Decimal("-0.12")
+
+def test_支付权重_R为60时权重0点36():
+    assert payment_weight(60) == Fraction(36, 100)
+
+def test_注册表_16项_编码唯一_必填字段非空():
+    assert len(PARAM_REGISTRY) == 16
+    assert len({s.code for s in PARAM_REGISTRY.values()}) == 16
+    # 每项 name/group/value_type 非空
+
+def test_解析分数_4除以360_按Fraction不丢精度():
+    assert parse_fraction("4/360") == Fraction(1, 90)
+
+def test_模板注册表_五个模板_声明参数均在注册表内():
+    # TEMPLATES 的 params 引用必须全部存在于 PARAM_REGISTRY（跨表一致性）
+```
+
+- [ ] **步骤 2：运行确认失败**
+
+```bash
+cd backend && uv run pytest tests/unit/test_formula.py tests/unit/test_param_registry.py -q
+```
+
+预期：FAIL（`ModuleNotFoundError` / `NameError`）。
+
+- [ ] **步骤 3：实现三个 service 文件**
+
+`formula.py`：8 个纯函数（签名见 2.4 契约）。要点：`salesperson_rate` 中 `days <= boundary_days` 用线性式、否则取 `floor`；`converted_profit` 用化简式 `revenue × (rate − threshold)`；`performance_amount` 为乘法；`payment_days` 为 `(receipt_date - ship_date).days + 1`。
+
+`param_registry.py`：`ParamSpec` 冻结 dataclass + `PARAM_REGISTRY`（16 项，值与 2.3 种子一致）+ `get_spec`（未注册编码抛 500 级异常，属代码 bug）+ `parse_fraction`（`Fraction(text)`，捕获 `ZeroDivisionError`/`ValueError` → 400）+ `validate_and_normalize`（类型/取值域/枚举校验，返回规范串）。
+
+`calc_templates.py`：`TemplateSpec` + `TEMPLATES`（5 个模板，见 2.4）+ `get_template`/`required_params`。
+
+- [ ] **步骤 4：运行确认通过**
+
+```bash
+cd backend && uv run pytest tests/unit -q
+```
+
+预期：全部 PASS（含既有单元基线）。
+
+- [ ] **步骤 5：Commit**
+
+```bash
+git add backend/app/services/formula.py backend/app/services/param_registry.py backend/app/services/calc_templates.py backend/app/core/constants.py backend/tests/unit/test_formula.py backend/tests/unit/test_param_registry.py
+git commit -m "feat(system): 计提公式模板注册表与精确分数计算函数"
+```
+
+---
+
+#### 任务 T3：参数仓储 + 取值服务（时点化解析）
+
+**文件：**
+
+- 创建：`backend/app/repositories/param_repository.py`
+- 创建：`backend/app/services/param_service.py`（先实现 `ParamSnapshot`/`resolve_snapshot` 与覆盖链选择）
+- 测试：`backend/tests/unit/test_param_snapshot.py`（覆盖链纯逻辑；真实 DB 解析在 T8 统一集成测试）
+
+- [ ] **步骤 1：编写失败的测试（覆盖链与兜底）**
+
+```python
+def test_覆盖链_角色维度优先于产品类别与默认():
+    # rows: (code, dimension) 含 ('enterprise.rate', ''), ('enterprise.rate', 'municipal_water')
+    # 取 role_code=None, product_category='municipal_water' → 返回产品类别行
+
+def test_未定义参数_按注册表默认值兜底():
+    # 某参数无任何版本条目 → snapshot.fraction(code) == 注册表 default_value 的 Fraction
+
+def test_同日多次变更_取id最大的一条():
+    # 同日两行 → 取 id 大者
+```
+
+- [ ] **步骤 2：运行确认失败**（`uv run pytest tests/unit/test_param_snapshot.py -q`，预期 FAIL）
+
+- [ ] **步骤 3：实现**
+
+`param_repository.py`：`resolve_values(session, biz_date)` 一条 SQL 取全量快照（按 `(param_id, dimension_value)` 分组取 `effective_date DESC, id DESC` 首行；可用窗口函数或子查询，SQL 留存 `db/queries/计提参数.sql`）；批次 CRUD 与 `for_update` 加锁函数（签名参照 2.5 与设计报告）。
+
+`param_service.py`：`ParamSnapshot`（frozen dataclass，持有解析后 `dict[(code, dim)] → value` 与 `biz_date`）+ `resolve_snapshot(session, biz_date)`（读定义 + 读条目 + 合并注册表默认值）；`get/fraction/integer/boolean/text` 五类取值（覆盖链：role_code 维度 > product_category 维度 > 默认行；`fraction` 走 `parse_fraction`）。
+
+- [ ] **步骤 4：运行确认通过**（`uv run pytest tests/unit -q`，预期 PASS）
+
+- [ ] **步骤 5：Commit**
+
+```bash
+git add backend/app/repositories/param_repository.py backend/app/services/param_service.py backend/tests/unit/test_param_snapshot.py
+git commit -m "feat(system): 计提参数按业务日期时点化取值服务"
+```
+
+---
+
+#### 任务 T4：岗位角色 CRUD 后端（含审计与保护规则）
+
+**文件：**
+
+- 创建：`backend/app/repositories/business_role_repository.py`、`backend/app/schemas/business_role.py`、`backend/app/services/business_role_service.py`、`backend/app/api/v1/system/business_roles.py`
+- 修改：`backend/app/api/router.py`、`backend/app/core/constants.py`（MODULE_BUSINESS_ROLE）
+
+- [ ] **步骤 1：实现四层文件**
+
+整体参照 `roles` 模块（`role_repository.py`/`role_service.py`/`api/v1/system/roles.py`）的写法与保护规则模式。接口：列表（分页+关键字+状态）、新增、详情、编辑、删除、启停、`GET /meta/templates` 模板下拉。保护规则：`is_builtin` 禁删禁停；`role_code` 创建后不可改；`calc_template` 必须存在于 `TEMPLATES`（否则 400）；删除前检查人员引用（② 落地前以引用计数钩子预留，接入后生效）；写操作全部包 `audit_service.audit()`。
+
+- [ ] **步骤 2：冒烟验证（容器 + 后端在跑）**
+
+```bash
+cd backend && uv run uvicorn app.main:app --reload --port 8000
+# 另一终端：curl 登录取 token 后依次打 7 个端点；重点验证：
+# - 新增自定义岗位（绑 TPL_ENTERPRISE_FIXED）→ 201/200
+# - 删除内置 salesperson → 403；删除自定义岗位 → 成功
+# - calc_template 传不存在的编码 → 400
+```
+
+- [ ] **步骤 3：Commit**
+
+```bash
+git add backend/app/repositories/business_role_repository.py backend/app/schemas/business_role.py backend/app/services/business_role_service.py backend/app/api/v1/system/business_roles.py backend/app/api/router.py backend/app/core/constants.py
+git commit -m "feat(system): 业务岗位角色管理接口与保护规则"
+```
+
+（模块级正式用例按项目约定在 T8 统一编写。）
+
+---
+
+#### 任务 T5：参数变更/历史/对比/导出/预览后端
+
+**文件：**
+
+- 创建：`backend/app/schemas/param.py`、`backend/app/api/v1/system/params.py`
+- 修改：`backend/app/services/param_service.py`（提交/撤回/历史/对比/预览/导出）、`backend/app/api/router.py`、`backend/app/core/constants.py`（MODULE_PARAM）、`backend/pyproject.toml`（`uv add openpyxl`）
+
+- [ ] **步骤 1：加依赖**：`cd backend && uv add openpyxl`（参数导出用）
+
+- [ ] **步骤 2：实现 schemas 与 service 扩展**
+
+`submit_change`：事务内校验全部 items（`validate_and_normalize`）→ 建批次（`version_no` 规则 `P{YYYYMMDD}-{当日序号}`）→ 逐项写 `param_values`（`old_value_text` 取当前生效值）→ `item_count` → commit。`withdraw_batch`：已生效（`effective_date <= today`）禁撤（400）；`for_update` 锁批次行后删条目与批次。`compare`：两日期各取快照后逐项 diff。`preview`：入参（产品类别/客户类型/岗位/发货日/回款日/回款金额/销售额/毛利润额/是否以物抵顶/是否试用期）→ 输出（回款天数/计提比例/折算毛利润额/单笔绩效/起付判定/R×R 结果/所用参数生效版本）。`export_changes`：openpyxl 流式写变更记录（列：变更人/时间/参数/旧值/新值/生效日期/批次号）。
+
+- [ ] **步骤 3：实现 api 层**
+
+9 个端点（目录快照/历史/提交/撤回/批次分页/批次明细/对比/导出/预览）；写操作包审计；导出返回 `StreamingResponse`（非统一信封，前端 api 层注明）。
+
+- [ ] **步骤 4：冒烟验证**
+
+```bash
+# 提交一次变更（3 项参数，指定未来日期）→ 当前快照不变
+# 到该日期（或提交立即生效）→ 快照变化、历史出现记录
+# 撤回未生效批次 → 快照回退；撤回已生效批次 → 400
+# 预览：360 天/361 天边界、12-15→01-10=27 天精确复现
+# 导出 → xlsx 可打开且列齐全
+```
+
+- [ ] **步骤 5：Commit**
+
+```bash
+git add backend/app/schemas/param.py backend/app/services/param_service.py backend/app/api/v1/system/params.py backend/app/api/router.py backend/app/core/constants.py backend/pyproject.toml backend/uv.lock
+git commit -m "feat(system): 计提参数版本管理、变更留痕与计算预览接口"
+```
+
+---
+
+#### 任务 T6：前端岗位角色页
+
+**文件：**
+
+- 创建：`frontend/src/api/businessRoles.ts`、`frontend/src/views/system/business-roles/index.vue`
+- 修改：`frontend/src/router/index.ts`、`frontend/src/utils/constants.ts`
+
+- [ ] **步骤 1：api 封装 + 页面**
+
+页面整体复用用户管理页模式（`usePagedList` + `useConfirmAction` + `AppPagination` + `StatusTag`）；表单含模板下拉（选中后展示模板声明的参数清单与当前值）；内置岗位删除/停用按钮禁用并给 title 提示；路由 meta `{ title: '岗位角色', group: '系统管理', requiresAdmin: true, order: 5 }`。
+
+- [ ] **步骤 2：验证**
+
+```bash
+cd frontend && pnpm type-check && pnpm build
+```
+
+预期：类型检查与构建通过。
+
+- [ ] **步骤 3：Commit**
+
+```bash
+git add frontend/src/api/businessRoles.ts frontend/src/views/system/business-roles frontend/src/router/index.ts frontend/src/utils/constants.ts
+git commit -m "feat(system): 前端岗位角色管理页面"
+```
+
+---
+
+#### 任务 T7：前端参数配置页（含版本管理抽屉与预览）
+
+**文件：**
+
+- 创建：`frontend/src/api/params.ts`、`frontend/src/views/system/params/index.vue`
+- 修改：`frontend/src/router/index.ts`、`frontend/src/utils/constants.ts`
+
+- [ ] **步骤 1：api 封装**（导出接口用 axios 实例取 blob，注明非统一信封例外）
+
+- [ ] **步骤 2：页面实现**
+
+按 `param_group` 分组展示参数（名称/当前值+单位/生效日期/口径说明）；顶部「生效方式（立即/指定日期）+ 生效日期 + 备注」；保存前二次确认（列出改动项与旧值→新值）；版本管理抽屉（变更记录分页 + 批次明细 + 两日期对比 + 导出下载）；预览抽屉（表单 → 结果卡，注明「斜率精确值 4/360」）；路由 meta order 6。
+
+- [ ] **步骤 3：验证**
+
+```bash
+cd frontend && pnpm type-check
+# e2e（需容器+前后端在跑）：改一个参数 → 变更记录出现 → 预览值变化 → 导出可下载
+```
+
+- [ ] **步骤 4：Commit**
+
+```bash
+git add frontend/src/api/params.ts frontend/src/views/system/params frontend/src/router/index.ts frontend/src/utils/constants.ts
+git commit -m "feat(system): 前端计提参数配置与版本管理页面"
+```
+
+---
+
+#### 任务 T8：模块测试统一编写与文档更新
+
+**文件：**
+
+- 创建：`backend/tests/unit/test_param_service.py`（可 fakeredis 化的部分）、`backend/tests/integration/test_business_roles.py`、`backend/tests/integration/test_param_management.py`
+- 修改：`backend/tests/README.md`、`frontend/README.md`、`backend/README.md`（接口清单）、`frontend/e2e/system_management.py` 或新增 `frontend/e2e/param_management.py`
+
+- [ ] **步骤 1：编写集成用例**（覆盖审查重点 1/2/3）
+
+参数精度专项（Fraction/1/90 全链路：注册表 → 种子 → 解析 → 预览一致）；未来生效不泄漏；撤回回退；同日多次变更取最新；审计留痕（成功与失败）；权限（普通用户 403）；岗位保护规则（内置禁删、模板校验）。
+
+- [ ] **步骤 2：全量回归**
+
+```bash
+cd backend && uv run pytest -q
+```
+
+预期：301 基线 + 新增用例全绿。
+
+- [ ] **步骤 3：e2e 与文档**
+
+前端 e2e 步骤（菜单出现两个新页、改参数→记录→预览链路）；更新三份 README（用例清单/运行记录/发现缺陷/待补用例、接口清单）。
+
+- [ ] **步骤 4：Commit**
+
+```bash
+git add backend/tests frontend/e2e backend/README.md frontend/README.md
+git commit -m "test(system): 参数体系模块用例与测试记录"
+```
+
+---
+
+### 2.7 风险与开放问题
+
+#### 风险（已定对策）
+
+1. 参数缓存：一期不做（见 2.1-4）；若未来启用必须按批次版本号精确失效，禁通配删除；
+2. 同日多次变更：UI 明示「同日多次变更按最新一条生效」；
+3. `4/360` 展示：存储分数、展示格式化（预览页注明「精确值 4/360，非截断 0.011111」）；
+4. 模板扩展摩擦：新公式形态仍需加模板（一期接受，与「不引入规则引擎」一致）；岗位表单把模板做成带说明的受控下拉；
+5. 报表字段前移：预览出参尽量与需规 2.4.1 明细列同名，减少 ④ 映射工作；
+6. 参数导出用 openpyxl：已在 T5 增补依赖（AI_CONTEXT 已认可方向）。
+
+#### 开放问题（不阻塞首块开工，逐项有默认处理）
+
+| # | 问题 | 默认处理 |
+| --- | --- | --- |
+| 1 | 第 1 天计提：需规图示「第 1 天 10‰」vs 公式 `10 − 4/360 ≈ 9.9889‰` | 按公式实现（上限为参考）；起始值参数化，业务如需 10‰ 可在系统设置调整 |
+| 2 | 企业户 02-17 前历史（2‰ 是否回溯） | 已按双种子（02-17=2‰、08-13=3‰）实现；如无需回溯可撤首行 |
+| 3 | `payment.weight.mode` BALANCE 模式语义（余额口径） | 首块只存枚举；语义在 ④ 开工前确认 |
+| 4 | `probation.salary.basic`（3000 元）是参数还是人员工资标准字段 | 暂列参数；② 开工时如归人员字段则移除 |
+| 5 | 参数查询权限（普通用户可否只读快照） | 建议「查看可、修改仅管理员」，实现为 AdminUser 时可放宽——待确认 |
+| 6 | 导出格式与列集合（是否含批次说明/操作人） | 以需规 2.3.1(四) 字段为准，导出前与业务对一次列 |
+| 7 | 经理个人户业绩如何进入 12.5%+5%（裁决 #7 的具体衔接：该业绩是否计入「本人带领业务员」基数） | ④ 开工前必须确认（影响台账归属字段设计） |
+
+## 验证方式
+
+1. 计划内容与 `ai-aux/AI_CONTEXT.md` 需求裁决节逐条核对（口径无冲突、无遗漏作废条款）；
+2. 计划中的命令与项目现有命令体系一致（uv / pnpm / docker compose）；
+3. 首块每个任务有独立可测交付物；测试要点符合「模块整体完成时统一编写」约定（纯函数与 core 级随实现即时测）；
+4. 执行阶段验证：T1 后 `test_schema_sync.py` 通过；T2/T3 后纯单元全绿；T5 后冒烟链路完整；T8 后全量 301+ 用例与 e2e 全绿。

frontend/README.md

@@ -1,11 +1,13 @@
 # 前端
 
-> AI摘要：衍水集团营销人员工资管理系统的前端。Vue 3 + TypeScript + Vite + Element Plus + Pinia。关键文件 `src/api/request.ts`（统一请求封装）、`src/components/layout/BasicLayout.vue`（应用布局与导航）、`src/router/index.ts`（路由守卫）、`src/store/user.ts`（会话状态）。当前完成登录链路与系统管理页面（用户/角色/日志查询），业务模块页面待接入。
+> AI摘要：衍水集团营销人员工资管理系统的前端。Vue 3 + TypeScript + Vite + Element Plus + Pinia。关键文件 `src/api/request.ts`（统一请求封装）、`src/components/layout/BasicLayout.vue`（应用布局与导航）、`src/router/index.ts`（路由守卫）、`src/store/user.ts`（会话状态）。已实现登录链路（2026-10 视觉方向重做：点阵底/涟漪/天光/居中卡片）、系统管理页面、岗位角色与计提参数配置页、Bento 仪表盘首页；视觉体系与设计预览见 `docs/design/视觉方向预览.html`。
 
 ## 职责
 
 - 登录页与图形验证码交互
 - 会话状态管理与路由守卫
+- 岗位角色管理页（模板绑定）、计提参数配置页（分组目录/批次提交/版本对比/导出/计算预览）
+- 首页 Bento 仪表盘（M1 空态设计；业务上线后接入真实统计，图表用 ECharts）
 - 后续：基础数据、业务数据、绩效核算、报表等业务页面
 
 ## 技术栈与版本约束
@@ -136,3 +138,13 @@ E2E_ADMIN_PASSWORD=<开发库admin密码> python e2e/system_management.py
 **验证码图片不显示** —— 多为代理未生效。访问 `http://localhost:5173/api/health` 应返回统一信封格式 JSON。
 
 **`pnpm install` 报 peer 依赖错误** —— 确认 `@vue/devtools-api` 在 `dependencies` 中（pinia 4 的必需 peer）。
+
+## 端到端测试（2026-10-13 追加 · M1 参数体系）
+
+| 脚本 | 覆盖 | 结果 |
+| --- | --- | --- |
+| `e2e/login_flow.py` | 登录链路 8 项 | ✓ 全通过（登录页视觉重做后回归） |
+| `e2e/system_management.py` | 系统管理 13 项 | ✓ 全通过（布局白化后回归） |
+| `e2e/param_management.py` | 计提参数 7 步：目录分组 → 修改入待提交 → 批次提交（立即生效）→ 目录反映新值 → 版本记录 → 恢复种子值 → 计算预览金标准（27 天 / 9.7‰ / 145.5 元） | ✓ 全通过（首跑） |
+
+运行前置：容器 + 后端（8000）+ 前端 dev（5173）；`E2E_ADMIN_PASSWORD` 传管理员密码。

frontend/e2e/param_management.py

@@ -0,0 +1,145 @@
+"""计提参数管理端到端测试（需要容器、后端、前端都在运行）。
+
+覆盖链路（M1 验收）：目录分组展示 → 修改参数入「待提交」→ 批次提交（立即
+生效）→ 目录反映新值 → 版本记录可见 → 计算预览金标准复现（27 天 / 9.7‰ /
+145.5 元）→ 值改回种子值恢复现场。
+
+运行：``E2E_ADMIN_PASSWORD=... python e2e/param_management.py``
+"""
+
+import sys
+
+sys.path.insert(0, __import__("os").path.dirname(__file__))
+
+from playwright.sync_api import sync_playwright
+
+from common import (
+    BASE_URL,
+    E2EFailure,
+    collect_console_errors,
+    expect_toast,
+    fail,
+    login,
+    wait_toast,
+)
+
+if hasattr(sys.stdout, "reconfigure"):
+    sys.stdout.reconfigure(encoding="utf-8")
+
+PARAMS_URL = f"{BASE_URL}/system/params"
+console_errors: list[str] = []
+
+
+def step(title: str) -> None:
+    print(f"—— {title}")
+
+
+def main() -> int:
+    failures: list[str] = []
+    with sync_playwright() as p:
+        browser = p.chromium.launch()
+        page = browser.new_page(viewport={"width": 1440, "height": 860})
+        errors = collect_console_errors(page, console_errors)
+
+        try:
+            admin_password = __import__("os").environ.get("E2E_ADMIN_PASSWORD")
+            if not admin_password:
+                print("✗ 缺少环境变量 E2E_ADMIN_PASSWORD（管理员密码不入库）")
+                return 1
+            login(page, "admin", admin_password)
+            page.goto(PARAMS_URL, wait_until="networkidle")
+
+            step("1. 目录分组展示")
+            if page.locator(".group-title", has_text="支付环节").count() == 0:
+                fail("目录分组", "未找到「支付环节」分组")
+            # 展开「支付环节」分组
+            page.locator(".el-collapse-item__header", has_text="支付环节").click()
+            page.wait_for_timeout(300)
+
+            step("2. 修改预付款比例 10 → 12（立即生效）")
+            row = page.locator(".param-table tbody tr", has_text="预付款计提比例").first
+            row.get_by_role("button", name="改", exact=True).click()
+            dialog = page.locator(".el-dialog")
+            dialog.locator("input").fill("12")
+            dialog.get_by_role("button", name="加入待提交").click()
+            if "待改为 12" not in page.content():
+                fail("待提交", "参数行未出现「待改为 12」标记")
+
+            step("3. 提交批次")
+            page.get_by_role("button", name="提交变更").click()
+            page.locator(".el-message-box").get_by_role("button", name="提交").click()
+            expect_toast(page, "已提交", "提交批次")
+
+            step("4. 目录反映新值")
+            page.wait_for_timeout(500)
+            row = page.locator(".param-table tbody tr", has_text="预付款计提比例").first
+            if "12" not in row.text_content():
+                fail("目录生效", "提交后目录未显示新值 12")
+
+            step("5. 版本记录可见")
+            page.get_by_role("button", name="版本管理").click()
+            page.wait_for_timeout(500)
+            first_version = page.locator(".el-drawer .el-table tbody tr").first.text_content()
+            if "P2026" not in first_version:
+                fail("版本记录", f"最新记录异常：{first_version}")
+            page.keyboard.press("Escape")
+            page.wait_for_timeout(300)
+
+            step("6. 恢复种子值 10")
+            row = page.locator(".param-table tbody tr", has_text="预付款计提比例").first
+            row.get_by_role("button", name="改", exact=True).click()
+            dialog = page.locator(".el-dialog")
+            dialog.locator("input").fill("10")
+            dialog.get_by_role("button", name="加入待提交").click()
+            page.get_by_role("button", name="提交变更").click()
+            page.locator(".el-message-box").get_by_role("button", name="提交").click()
+            wait_toast(page, "已提交")
+            page.wait_for_timeout(400)
+
+            step("7. 计算预览金标准（27 天 / 9.7‰ / 145.5）")
+            page.get_by_role("button", name="计算预览").click()
+            page.wait_for_timeout(600)
+            # 多个抽屉组件常驻 DOM（隐藏未销毁），按标题过滤出预览抽屉
+            drawer = page.locator(".el-drawer").filter(has_text="计算预览").last
+            # 岗位下拉默认 salesperson（v-model 初始值），无需操作
+            drawer.locator(".el-form-item", has_text="发货日").locator("input").click()
+            page.keyboard.type("2025-12-15")
+            page.keyboard.press("Enter")
+            drawer.locator(".el-form-item", has_text="回款到账日").locator("input").click()
+            page.keyboard.type("2026-01-10")
+            page.keyboard.press("Enter")
+            drawer.locator(".el-form-item", has_text="销售额").locator("input").fill("100000")
+            drawer.locator(".el-form-item", has_text="毛利润额").locator("input").fill("45000")
+            drawer.locator(".el-form-item", has_text="本笔回款").locator("input").fill("60000")
+            drawer.get_by_role("button", name="试 算").click()
+            page.wait_for_timeout(900)
+            result_text = drawer.locator(".preview-result").text_content()
+            for expected in ["27 天", "145.5", "97/10000"]:
+                if expected not in result_text:
+                    fail("预览金标准", f"结果缺少 {expected}：{result_text[:200]}")
+
+        except E2EFailure as exc:
+            failures.append(str(exc))
+            page.screenshot(path="e2e/failure.png")
+        except Exception as exc:  # noqa: BLE001
+            import traceback
+            traceback.print_exc()
+            failures.append(f"未预期异常：{exc}")
+            page.screenshot(path="e2e/failure.png")
+        finally:
+            browser.close()
+
+    if failures:
+        print(f"✗ {failures[0]}")
+        if console_errors:
+            print(f"  控制台错误（最近 3 条）：{console_errors[-3:]}")
+        return 1
+
+    print("✓ 计提参数管理端到端：7 步全部通过（目录/待提交/提交/生效/版本/恢复/预览金标准）")
+    if console_errors:
+        print(f"  （控制台非致命消息 {len(console_errors)} 条，见上方日志）")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())

frontend/src/api/businessRoles.ts

@@ -0,0 +1,90 @@
+import { request } from './request'
+import type { PageData } from './types'
+
+/** 公式模板下拉项（含声明参数，供岗位表单展示） */
+export interface TemplateOption {
+  code: string
+  name: string
+  description: string
+  params: { code: string; name: string }[]
+}
+
+/** 岗位角色列表项（对应后端 `BusinessRoleOut`） */
+export interface BusinessRoleItem {
+  id: number
+  role_code: string
+  role_name: string
+  calc_template: string
+  description: string | null
+  sort_order: number
+  status: number
+  /** 1内置（禁删禁停） 0自定义 */
+  is_builtin: number
+}
+
+export interface BusinessRoleQueryParams {
+  pageNum?: number
+  pageSize?: number
+  keyword?: string
+  status?: number
+}
+
+export interface BusinessRoleCreateParams {
+  role_code: string
+  role_name: string
+  calc_template: string
+  description?: string
+  sort_order?: number
+}
+
+/** 编辑：不含 role_code（创建后不可修改，编码是参数维度与模板绑定的锚点） */
+export interface BusinessRoleUpdateParams {
+  role_name: string
+  calc_template: string
+  description?: string
+  sort_order?: number
+}
+
+/** 分页查询岗位角色（含停用） */
+export function listBusinessRoles(
+  params: BusinessRoleQueryParams,
+): Promise<PageData<BusinessRoleItem>> {
+  return request({ url: '/v1/system/business-roles', method: 'get', params })
+}
+
+/** 新增岗位 */
+export function createBusinessRole(
+  data: BusinessRoleCreateParams,
+): Promise<BusinessRoleItem> {
+  return request({ url: '/v1/system/business-roles', method: 'post', data })
+}
+
+/** 编辑岗位 */
+export function updateBusinessRole(
+  roleId: number,
+  data: BusinessRoleUpdateParams,
+): Promise<BusinessRoleItem> {
+  return request({ url: `/v1/system/business-roles/${roleId}`, method: 'put', data })
+}
+
+/** 删除岗位（内置岗位后端拒绝，前端同步禁用按钮） */
+export function deleteBusinessRole(roleId: number): Promise<null> {
+  return request({ url: `/v1/system/business-roles/${roleId}`, method: 'delete' })
+}
+
+/** 启用 / 禁用（内置岗位后端拒绝停用） */
+export function setBusinessRoleStatus(
+  roleId: number,
+  status: number,
+): Promise<BusinessRoleItem> {
+  return request({
+    url: `/v1/system/business-roles/${roleId}/status`,
+    method: 'put',
+    data: { status },
+  })
+}
+
+/** 公式模板下拉（含声明参数说明） */
+export function listTemplateOptions(): Promise<TemplateOption[]> {
+  return request({ url: '/v1/system/business-roles/meta/templates', method: 'get' })
+}

frontend/src/api/params.ts

@@ -0,0 +1,208 @@
+import service, { request } from './request'
+import type { PageData } from './types'
+
+/** 参数目录项（含各维度截至查询时点的生效值） */
+export interface ParamDimensionValue {
+  dimension_value: string
+  value_text: string
+  effective_date: string | null
+}
+
+export interface ParamCatalogItem {
+  param_code: string
+  param_name: string
+  param_group: string
+  value_type: string
+  unit: string | null
+  dimension_type: string
+  options: string[]
+  default_value: string | null
+  value_min: string | null
+  value_max: string | null
+  description: string | null
+  values: ParamDimensionValue[]
+}
+
+/** 参数目录（asOf 缺省为今日） */
+export function getCatalog(asOf?: string): Promise<ParamCatalogItem[]> {
+  return request({ url: '/v1/system/params', method: 'get', params: asOf ? { as_of: asOf } : {} })
+}
+
+/** 变更条目：参数 + 维度 + 新值 */
+export interface ParamChangeItem {
+  param_code: string
+  dimension_value: string
+  value: string
+}
+
+export interface ParamChangePayload {
+  /** 生效方式：1立即生效 2指定日期生效 */
+  change_type: number
+  effective_date?: string
+  remark?: string
+  items: ParamChangeItem[]
+}
+
+export interface ParamChangeBatch {
+  id: number
+  version_no: string
+  effective_date: string
+  change_type: number
+  remark: string | null
+  operator_name: string
+  item_count: number
+  create_time: string
+}
+
+/** 提交变更批次 */
+export function submitChanges(data: ParamChangePayload): Promise<ParamChangeBatch> {
+  return request({ url: '/v1/system/params/changes', method: 'post', data })
+}
+
+export interface ParamBatchItem {
+  param_code: string
+  param_name: string
+  dimension_value: string
+  old_value_text: string | null
+  value_text: string
+  effective_date: string
+}
+
+export interface ParamBatchDetail {
+  id: number
+  version_no: string
+  effective_date: string
+  change_type: number
+  remark: string | null
+  operator_name: string
+  item_count: number
+  create_time: string
+  items: ParamBatchItem[]
+}
+
+/** 批次明细（旧值 → 新值） */
+export function getBatchDetail(batchId: number): Promise<ParamBatchDetail> {
+  return request({ url: `/v1/system/params/changes/${batchId}`, method: 'get' })
+}
+
+export interface ParamBatch {
+  id: number
+  version_no: string
+  effective_date: string
+  change_type: number
+  remark: string | null
+  operator_name: string
+  item_count: number
+  create_time: string
+}
+
+/** 变更记录分页 */
+export function listBatches(params: {
+  pageNum?: number
+  pageSize?: number
+  start_date?: string
+  end_date?: string
+}): Promise<PageData<ParamBatch>> {
+  return request({ url: '/v1/system/params/changes', method: 'get', params })
+}
+
+/** 撤回未生效批次 */
+export function withdrawBatch(batchId: number): Promise<null> {
+  return request({ url: `/v1/system/params/changes/${batchId}`, method: 'delete' })
+}
+
+export interface ParamDiff {
+  param_code: string
+  param_name: string
+  param_group: string
+  dimension_value: string
+  old_value: string | null
+  new_value: string | null
+  changed: boolean
+}
+
+/** 两日期快照对比 */
+export function compareParams(fromDate: string, toDate: string): Promise<ParamDiff[]> {
+  return request({
+    url: '/v1/system/params/compare',
+    method: 'get',
+    params: { from_date: fromDate, to_date: toDate },
+  })
+}
+
+export interface ParamHistory {
+  version_no: string
+  dimension_value: string
+  old_value_text: string | null
+  value_text: string
+  effective_date: string
+  operator_name: string
+  create_time: string
+}
+
+/** 单参数版本历史 */
+export function getParamHistory(
+  paramCode: string,
+  params: { pageNum?: number; pageSize?: number; dimension_value?: string },
+): Promise<PageData<ParamHistory>> {
+  return request({ url: `/v1/system/params/${paramCode}/history`, method: 'get', params })
+}
+
+/**
+ * 导出变更记录（文件流）。
+ *
+ * 走 axios 实例（带令牌）而非 request 封装：响应是 xlsx 文件流，
+ * 不是统一信封，拦截器已对 responseType=blob 直通。
+ */
+export async function exportChanges(params: {
+  start_date?: string
+  end_date?: string
+}): Promise<Blob> {
+  const response = await service.get('/v1/system/params/export', {
+    params,
+    responseType: 'blob',
+  })
+  return response.data as Blob
+}
+
+/** 计算预览入参（金额为字符串，Decimal 承载） */
+export interface ParamPreviewPayload {
+  business_role?: string
+  customer_type?: string
+  product_category?: string
+  ship_date: string
+  receipt_date: string
+  revenue: string
+  profit: string
+  received_amount: string
+  barter: boolean
+  probation: boolean
+}
+
+export interface ParamUsed {
+  param_code: string
+  value_text: string
+  effective_date: string | null
+}
+
+export interface ParamPreviewResult {
+  payment_days: number
+  rate: string
+  rate_text: string
+  profit_rate: string
+  converted_profit: string
+  performance_amount: string
+  barter_applied: boolean
+  performance_after_barter: string | null
+  start_payment_ok: boolean
+  payment_weight_r: number
+  payment_weight: string
+  payable_amount: string
+  probation_note: string | null
+  params_used: ParamUsed[]
+}
+
+/** 计算预览 */
+export function previewCalc(data: ParamPreviewPayload): Promise<ParamPreviewResult> {
+  return request({ url: '/v1/system/params/preview', method: 'post', data })
+}

frontend/src/api/request.ts

@@ -51,6 +51,10 @@ function handleUnauthorized(message: string): void {
 
 service.interceptors.response.use(
   (response: AxiosResponse<ApiResult>) => {
+    // 文件流（导出下载）不是统一信封，直通给调用方处理
+    if (response.config.responseType === 'blob') {
+      return response
+    }
     const body = response.data
     if (body.code !== 200) {
       // 防御性分支：后端非 2xx 走 reject 拦截器，这里是 2xx 但业务码异常的情况
@@ -61,7 +65,19 @@ service.interceptors.response.use(
   },
   (error: AxiosError<ApiResult>) => {
     const status = error.response?.status
-    const message = error.response?.data?.message ?? '网络异常，请稍后重试'
+    let message = error.response?.data?.message ?? '网络异常，请稍后重试'
+    // blob 请求失败时 data 是 Blob（如导出接口返回的 JSON 信封错误），需读出真实 message
+    if (error.response?.data instanceof Blob) {
+      message = '导出失败，请稍后重试'
+      void error.response.data.text().then((text) => {
+        try {
+          const body = JSON.parse(text) as { message?: string }
+          if (body.message) ElMessage.error(body.message)
+        } catch {
+          /* 非 JSON 响应，保持兜底提示 */
+        }
+      })
+    }
 
     if (status === 401) {
       // 401 严格表示「受保护接口的鉴权失败」。登录接口自身失败返回 400/403，

frontend/src/assets/styles/index.css

@@ -2,32 +2,49 @@
 
 :root {
   /*
-   * 品牌色：与登录页视觉体系同一套（原为登录页 scoped 局部变量，布局框架
+   * 品牌色（2026-10-12 视觉方向：企业级扁平 · 轻质感 · 靛蓝点缀）。
-   * 与系统管理页面共用后提升为全局 token）。
+   * 靛蓝只作重点点缀（主按钮/链接/焦点/当前菜单），大面积用中性灰白。
-   * 金色分两档：亮金只用于深色底、深金只用于浅色底，保证两处对比度都达标。
+   * 设计预览与规范：docs/design/视觉方向预览.html
    */
-  --ys-ink-900: #061a22;
+  --ys-indigo: #2e4ba8;
-  --ys-ink-800: #0a2833;
+  --ys-indigo-deep: #223a85;
-  --ys-ink-700: #0f3646;
+  --ys-indigo-wash: #edf1fa;
-  --ys-ink-600: #1a4f63;
+  --ys-paper: #ffffff;
-  --ys-gold-bright: #c9a227;
+  --ys-mist: #f4f5f8;
-  --ys-gold-deep: #8f6520;
+  --ys-line: rgba(28, 35, 51, 0.09);
-  --ys-paper: #fafaf7;
+  --ys-ink: #1c2333;
-  --ys-text: #16262d;
+  --ys-ink-2: #5b6577;
-  --ys-muted: #6b7b84;
+  --ys-ink-3: #9aa3b2;
 
   /*
-   * Element Plus 主色 = 赭金（浅色底配白字约 6.2:1）。
+   * 旧 token 名保留映射（BasicLayout / 登录页存量引用，值迁移到新体系：
+   * 深水青 → 冷墨系、金色 → 靛蓝系），存量页面迁移完成后移除。
+   */
+  --ys-ink-900: #16203a;
+  --ys-ink-800: #1c2333;
+  --ys-ink-700: #242e4a;
+  --ys-ink-600: #3a4a6e;
+  --ys-gold-bright: #6d81c2;
+  --ys-gold-deep: #2e4ba8;
+
+  --ys-text: #1c2333;
+  --ys-muted: #5b6577;
+
+  /* 品牌字：思源黑体（实施时自托管 4 字子集，内网可用） */
+  --ys-font-brand: 'Noto Sans SC', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+
+  /*
+   * Element Plus 主色 = 靛蓝（白字对比约 7.5:1）。
    * 色阶为按 Element Plus 公式「主色与白色混合」预先算好的静态值 ——
    * 不用 color-mix()，避免依赖较新的浏览器特性。
    */
-  --el-color-primary: #8f6520;
+  --el-color-primary: #2e4ba8;
-  --el-color-primary-light-3: #b19363;
+  --el-color-primary-light-3: #6d81c2;
-  --el-color-primary-light-5: #c7b290;
+  --el-color-primary-light-5: #97a5d4;
-  --el-color-primary-light-7: #ddd1bc;
+  --el-color-primary-light-7: #c0c9e5;
-  --el-color-primary-light-8: #e9e0d2;
+  --el-color-primary-light-8: #d5dbee;
-  --el-color-primary-light-9: #f4f0e9;
+  --el-color-primary-light-9: #eaedf6;
-  --el-color-primary-dark-2: #72511a;
+  --el-color-primary-dark-2: #253c86;
 }
 
 * {
@@ -46,8 +63,8 @@ body {
   font-family: 'Helvetica Neue', Helvetica, 'PingFang SC', 'Hiragino Sans GB',
     'Microsoft YaHei', Arial, sans-serif;
   font-size: 14px;
-  color: #303133;
+  color: var(--ys-ink);
-  background-color: #f5f7fa;
+  background-color: var(--ys-mist);
   -webkit-font-smoothing: antialiased;
 }
 

frontend/src/components/layout/AppMenu.vue

@@ -24,26 +24,42 @@ const { topLevelMenus, groupedMenus } = useAppMenu()
 
 <style scoped>
 /*
- * 深色底上的菜单：覆盖 Element Plus 的主题变量而非直接写颜色 ——
+ * 中性灰侧栏上的菜单：覆盖 Element Plus 的主题变量而非直接写颜色 ——
  * 后者与组件库规则同权重，受样式注入顺序影响而不稳定。
- * 激活色用亮金（深色底专用档，见 index.css 的金色两档约定）。
+ * 激活项 = 白底浮起（微渐变 + 内高光 + 分层阴影）+ 左侧 2px 靛蓝条。
  */
 .app-menu {
   --el-menu-bg-color: transparent;
-  --el-menu-text-color: rgb(250 250 247 / 78%);
+  --el-menu-text-color: var(--ys-ink-2);
-  --el-menu-active-color: var(--ys-gold-bright);
+  --el-menu-active-color: var(--ys-indigo);
-  --el-menu-hover-bg-color: rgb(255 255 255 / 6%);
+  --el-menu-hover-bg-color: rgba(255, 255, 255, 0.6);
-  --el-menu-item-height: 44px;
+  --el-menu-item-height: 40px;
 
   border-right: none;
 }
 
 .app-menu :deep(.el-menu-item.is-active) {
-  background-color: rgb(201 162 39 / 12%);
+  position: relative;
-  font-weight: 600;
+  background: linear-gradient(180deg, #ffffff, #fbfcfe);
+  box-shadow:
+    inset 0 1px 0 #fff,
+    0 1px 2px rgba(28, 35, 51, 0.06),
+    0 4px 10px rgba(28, 35, 51, 0.06);
+  font-weight: 500;
+}
+
+.app-menu :deep(.el-menu-item.is-active)::before {
+  content: '';
+  position: absolute;
+  left: -14px;
+  top: 9px;
+  bottom: 9px;
+  width: 2px;
+  border-radius: 1px;
+  background: var(--ys-indigo);
 }
 
 .app-menu :deep(.el-sub-menu.is-active > .el-sub-menu__title) {
-  color: var(--ys-gold-bright);
+  color: var(--ys-indigo);
 }
 </style>

frontend/src/components/layout/BasicLayout.vue

@@ -42,6 +42,7 @@ async function handleLogout(): Promise<void> {
       <div class="app-brand">
         <span class="app-brand__name">衍水集团</span>
         <span class="app-brand__sub">营销人员工资管理系统</span>
+        <span class="app-brand__line"></span>
       </div>
       <AppMenu class="app-aside__menu" />
     </el-aside>
@@ -96,6 +97,7 @@ async function handleLogout(): Promise<void> {
       <div class="app-brand">
         <span class="app-brand__name">衍水集团</span>
         <span class="app-brand__sub">营销人员工资管理系统</span>
+        <span class="app-brand__line"></span>
       </div>
       <AppMenu />
     </el-drawer>
@@ -110,27 +112,39 @@ async function handleLogout(): Promise<void> {
 .app-aside {
   display: flex;
   flex-direction: column;
-  background: linear-gradient(180deg, var(--ys-ink-900) 0%, var(--ys-ink-700) 100%);
+  /* 中性灰侧栏：比页面底沉一档，与纸白卡片拉开层次 */
+  background: linear-gradient(180deg, #f2f4f8 0%, #ecedf3 100%);
+  border-right: 1px solid var(--ys-line);
 }
 
 .app-brand {
   display: flex;
   flex-direction: column;
-  gap: 2px;
+  gap: 3px;
-  padding: 18px 20px 14px;
+  padding: 18px 20px 12px;
 }
 
 .app-brand__name {
-  font-family: 'Songti SC', SimSun, serif;
+  font-family: var(--ys-font-brand);
-  font-size: 18px;
+  font-size: 16px;
-  letter-spacing: 2px;
+  font-weight: 500;
-  color: var(--ys-paper);
+  letter-spacing: 4px;
+  color: var(--ys-ink);
 }
 
 .app-brand__sub {
-  font-size: 12px;
+  font-size: 11px;
-  letter-spacing: 1px;
+  letter-spacing: 0.06em;
-  color: rgb(250 250 247 / 55%);
+  color: var(--ys-ink-3);
+}
+
+/* 品牌签名：logo 下的渐隐水线（全站唯一装饰元素，页面标题处同款） */
+.app-brand__line {
+  width: 24px;
+  height: 2px;
+  border-radius: 1px;
+  margin-top: 8px;
+  background: linear-gradient(90deg, var(--ys-indigo), rgba(46, 75, 168, 0));
 }
 
 .app-aside__menu {
@@ -143,8 +157,8 @@ async function handleLogout(): Promise<void> {
   align-items: center;
   justify-content: space-between;
   height: 56px;
-  background-color: #fff;
+  background: linear-gradient(180deg, #ffffff, #fdfdfe);
-  border-bottom: 1px solid #e5e7eb;
+  border-bottom: 1px solid var(--ys-line);
 }
 
 .app-header__left {
@@ -173,7 +187,7 @@ async function handleLogout(): Promise<void> {
 }
 
 .app-header__menu-toggle:focus-visible {
-  outline: 2px solid var(--ys-gold-deep);
+  outline: 2px solid var(--ys-indigo);
   outline-offset: 2px;
 }
 
@@ -190,7 +204,10 @@ async function handleLogout(): Promise<void> {
 
 .app-main {
   padding: 20px;
-  background-color: #f5f7fa;
+  /* 雾灰底 + 点阵网格：内容区的秩序与密度 */
+  background-color: var(--ys-mist);
+  background-image: radial-gradient(rgba(28, 35, 51, 0.05) 1px, transparent 1px);
+  background-size: 24px 24px;
 }
 
 @media (max-width: 768px) {
@@ -211,9 +228,9 @@ async function handleLogout(): Promise<void> {
 </style>
 
 <style>
-/* 抽屉内容铺满深色底（非 scoped：目标元素由 el-drawer 渲染在组件根之外） */
+/* 抽屉内容铺满侧栏同款灰（非 scoped：目标元素由 el-drawer 渲染在组件根之外） */
 .app-drawer .el-drawer__body {
   padding: 0;
-  background: linear-gradient(180deg, var(--ys-ink-900) 0%, var(--ys-ink-700) 100%);
+  background: linear-gradient(180deg, #f2f4f8 0%, #ecedf3 100%);
 }
 </style>

frontend/src/router/index.ts

@@ -52,11 +52,23 @@ const routes: RouteRecordRaw[] = [
         component: () => import('@/views/system/roles/index.vue'),
         meta: { title: '角色管理', group: '系统管理', requiresAdmin: true, order: 3 },
       },
+      {
+        path: '/system/business-roles',
+        name: 'system-business-roles',
+        component: () => import('@/views/system/business-roles/index.vue'),
+        meta: { title: '岗位角色', group: '系统管理', requiresAdmin: true, order: 5 },
+      },
+      {
+        path: '/system/params',
+        name: 'system-params',
+        component: () => import('@/views/system/params/index.vue'),
+        meta: { title: '计提参数', group: '系统管理', requiresAdmin: true, order: 6 },
+      },
       {
         path: '/system/logs',
         name: 'system-logs',
         component: () => import('@/views/system/logs/index.vue'),
-        meta: { title: '日志查询', group: '系统管理', requiresAdmin: true, order: 4 },
+        meta: { title: '日志查询', group: '系统管理', requiresAdmin: true, order: 7 },
       },
     ],
   },

frontend/src/utils/constants.ts

@@ -7,7 +7,7 @@ export const ROLE_ADMIN = 'admin'
  * 操作日志的模块 / 操作词表 —— 与后端 `core/constants.py` 的
  * `MODULE_*` / `ACTION_*` 保持一致；新增模块时两处同步（后端是权威来源）。
  */
-export const MODULE_OPTIONS = ['用户管理', '角色管理'] as const
+export const MODULE_OPTIONS = ['用户管理', '角色管理', '岗位角色', '计提参数'] as const
 export const ACTION_OPTIONS = ['新增', '修改', '删除', '重置密码', '启用', '禁用'] as const
 
 /** 启用/禁用筛选选项（文案与 StatusTag 的展示一致） */

frontend/src/views/dashboard/index.vue

@@ -1,49 +1,350 @@
 <script setup lang="ts">
-import { useUserStore } from '@/store/user'
+import { onMounted, ref } from 'vue'
-import { formatDateTime } from '@/utils/format'
+import { useRouter } from 'vue-router'
+
+import * as businessRoleApi from '@/api/businessRoles'
+import * as paramsApi from '@/api/params'
+import { handledError } from '@/utils/error'
+
+const router = useRouter()
 
 /**
- * 首页：登录链路验证页。
+ * 首页仪表盘（Bento Grid，2026-10-12 视觉方向）。
  *
- * 顶部栏（用户信息、退出登录）已由 BasicLayout 提供，本页只保留内容区；
+ * M1 阶段：计提参数与岗位配置已就绪（真实数据）；绩效/回款/待办等业务卡
- * 用户名等字段的展示是端到端脚本的断言对象，调整时需同步 e2e。
+ * 展示空态 —— 业务数据管理上线后接入真实统计（图表用 ECharts 渲染）。
+ * 空态文案遵循全局规范：空态是邀请，说明「这里将出现什么、怎么让它出现」。
  */
-const userStore = useUserStore()
+const roleCount = ref<number | null>(null)
+const paramCount = ref<number | null>(null)
+const latestVersion = ref<string | null>(null)
+
+onMounted(() => {
+  // 三项统计各自容错：一张卡失败不影响其余卡片
+  void (async () => {
+    try {
+      const page = await businessRoleApi.listBusinessRoles({ pageNum: 1, pageSize: 1 })
+      roleCount.value = page.total
+    } catch (error) {
+      handledError(error)
+    }
+  })()
+  void (async () => {
+    try {
+      const catalog = await paramsApi.getCatalog()
+      paramCount.value = catalog.length
+    } catch (error) {
+      handledError(error)
+    }
+  })()
+  void (async () => {
+    try {
+      const page = await paramsApi.listBatches({ pageNum: 1, pageSize: 1 })
+      latestVersion.value = page.list[0]?.version_no ?? null
+    } catch (error) {
+      handledError(error)
+    }
+  })()
+})
 </script>
 
 <template>
-  <el-card shadow="never">
+  <div>
-    <template #header>
+    <div class="page-head">
-      <span>登录状态验证通过</span>
+      <h1 class="page-title">仪表盘</h1>
-    </template>
+      <p class="page-desc">系统概览 · 计提参数与岗位配置就绪，业务数据管理上线后接入核算统计</p>
+      <span class="waterline"></span>
+    </div>
 
-    <el-descriptions :column="2" border>
+    <div class="bento">
-      <el-descriptions-item label="用户 ID">{{ userStore.userInfo?.id }}</el-descriptions-item>
+      <!-- 绩效总额：业务上线前的空态 -->
-      <el-descriptions-item label="用户名">{{ userStore.userInfo?.username }}</el-descriptions-item>
+      <div class="bento-card b-2x2">
-      <el-descriptions-item label="姓名">
+        <div class="b-eyebrow">本月绩效总额</div>
-        {{ userStore.userInfo?.real_name || '—' }}
+        <div class="b-empty">
-      </el-descriptions-item>
+          <div class="b-empty-title">暂无核算数据</div>
-      <el-descriptions-item label="角色">
+          <div class="b-empty-desc">回款录入并核算后，这里将显示本月绩效总额与趋势</div>
-        {{ userStore.roles.join('、') || '—' }}
+        </div>
-      </el-descriptions-item>
+      </div>
-      <el-descriptions-item label="上次登录">
-        {{ formatDateTime(userStore.userInfo?.last_login_time) }}
-      </el-descriptions-item>
-    </el-descriptions>
 
-    <el-alert
+      <!-- 回款趋势：业务上线前的空态 -->
-      class="dashboard-hint"
+      <div class="bento-card b-2x2">
-      type="info"
+        <div class="b-eyebrow">近 6 个月回款</div>
-      :closable="false"
+        <div class="b-empty">
-      show-icon
+          <div class="b-empty-title">暂无回款数据</div>
-      title="这是登录链路的验证页"
+          <div class="b-empty-desc">业务数据管理上线后，此处展示按月回款趋势</div>
-      description="刷新页面可验证会话恢复（守卫会调用 /me）；「系统管理」菜单已接入用户管理、角色管理与日志查询。"
+        </div>
-    />
+      </div>
-  </el-card>
+
+      <!-- 待办 -->
+      <div class="bento-card b-2x1">
+        <div class="b-eyebrow">待办</div>
+        <div class="b-empty-mini">业务数据管理上线后，待核算回款会出现在这里</div>
+      </div>
+
+      <!-- 营销人员：人员管理上线后接入 -->
+      <div class="bento-card">
+        <div class="b-eyebrow">营销人员</div>
+        <div class="b-empty-mini">人员管理上线后同步</div>
+      </div>
+
+      <!-- 岗位角色：真实数据 -->
+      <div class="bento-card">
+        <div class="b-eyebrow">岗位角色</div>
+        <div class="b-num">{{ roleCount ?? '—' }}<small>个</small></div>
+        <button class="b-link" type="button" @click="router.push('/system/business-roles')">
+          管理 ›
+        </button>
+      </div>
+
+      <!-- 计提参数：真实数据 -->
+      <div class="bento-card">
+        <div class="b-eyebrow">计提参数</div>
+        <div class="b-num">{{ paramCount ?? '—' }}<small>项</small></div>
+        <button class="b-link" type="button" @click="router.push('/system/params')">
+          维护 ›
+        </button>
+      </div>
+
+      <!-- 常用操作 -->
+      <div class="bento-card b-2x1">
+        <div class="b-eyebrow">常用操作</div>
+        <div class="b-links">
+          <button class="b-op" type="button" @click="router.push('/system/params')">
+            计提参数
+          </button>
+          <button class="b-op" type="button" @click="router.push('/system/business-roles')">
+            岗位角色
+          </button>
+          <button class="b-op" type="button" @click="router.push('/system/logs')">
+            操作日志
+          </button>
+          <span class="b-op b-op-disabled" title="业务数据管理上线后开放">录入回款</span>
+        </div>
+      </div>
+
+      <!-- T+ 同步 -->
+      <div class="bento-card">
+        <div class="b-eyebrow">T+ 同步</div>
+        <div class="b-state">待接入</div>
+        <div class="b-sub">每周一次 · 手动触发</div>
+      </div>
+    </div>
+  </div>
 </template>
 
 <style scoped>
-.dashboard-hint {
+.page-head {
-  margin-top: 18px;
+  margin-bottom: 18px;
+}
+
+.page-title {
+  margin: 0;
+  font-size: 18px;
+  font-weight: 600;
+  letter-spacing: -0.01em;
+  color: var(--ys-ink);
+}
+
+.page-desc {
+  margin: 4px 0 0;
+  font-size: 12px;
+  color: var(--ys-ink-3);
+}
+
+.waterline {
+  display: block;
+  width: 56px;
+  height: 2px;
+  margin-top: 10px;
+  border-radius: 1px;
+  background: linear-gradient(90deg, var(--ys-indigo), rgba(46, 75, 168, 0));
+}
+
+/* Bento Grid：4 列基格，卡片按重要性混排大小 */
+.bento {
+  display: grid;
+  grid-template-columns: repeat(4, 1fr);
+  grid-auto-rows: 102px;
+  gap: 14px;
+}
+
+.bento-card {
+  display: flex;
+  flex-direction: column;
+  padding: 17px 20px;
+  overflow: hidden;
+  background: linear-gradient(180deg, #ffffff, #fcfcfe);
+  border: 1px solid var(--ys-line);
+  border-radius: 10px;
+  box-shadow:
+    0 1px 2px rgba(28, 35, 51, 0.04),
+    0 3px 10px rgba(28, 35, 51, 0.03);
+  transition:
+    transform 180ms cubic-bezier(0.25, 0.1, 0.25, 1),
+    box-shadow 180ms cubic-bezier(0.25, 0.1, 0.25, 1);
+}
+
+.bento-card:hover {
+  transform: translateY(-2px);
+  box-shadow:
+    0 1px 2px rgba(28, 35, 51, 0.05),
+    0 6px 18px rgba(28, 35, 51, 0.07);
+}
+
+.b-2x2 {
+  grid-column: span 2;
+  grid-row: span 2;
+}
+
+.b-2x1 {
+  grid-column: span 2;
+}
+
+.b-eyebrow {
+  font-size: 12px;
+  font-weight: 500;
+  letter-spacing: 0.04em;
+  color: var(--ys-ink-2);
+}
+
+.b-num {
+  margin-top: auto;
+  font-size: 24px;
+  font-weight: 600;
+  font-variant-numeric: tabular-nums;
+  line-height: 1.2;
+  letter-spacing: -0.01em;
+  color: var(--ys-ink);
+}
+
+.b-num small {
+  margin-left: 3px;
+  font-size: 12px;
+  font-weight: 400;
+  color: var(--ys-ink-3);
+}
+
+.b-sub {
+  margin-top: 3px;
+  font-size: 11px;
+  color: var(--ys-ink-3);
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.b-state {
+  margin-top: auto;
+  font-size: 15px;
+  font-weight: 600;
+  color: var(--ys-ink-2);
+}
+
+.b-empty {
+  display: flex;
+  flex: 1;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  text-align: center;
+}
+
+.b-empty-title {
+  font-size: 14px;
+  font-weight: 500;
+  color: var(--ys-ink-2);
+}
+
+.b-empty-desc {
+  max-width: 260px;
+  margin-top: 6px;
+  font-size: 12px;
+  color: var(--ys-ink-3);
+  line-height: 1.7;
+}
+
+.b-empty-mini {
+  margin-top: auto;
+  margin-bottom: auto;
+  font-size: 12px;
+  color: var(--ys-ink-3);
+  line-height: 1.7;
+}
+
+.b-links {
+  display: flex;
+  gap: 8px;
+  align-items: center;
+  margin-top: auto;
+}
+
+.b-link {
+  padding: 0;
+  margin-top: 6px;
+  font-size: 12px;
+  color: var(--ys-indigo);
+  text-align: left;
+  cursor: pointer;
+  background: none;
+  border: none;
+}
+
+.b-link:hover {
+  color: var(--ys-indigo-deep);
+}
+
+.b-op {
+  height: 30px;
+  padding: 0 13px;
+  font-size: 12px;
+  font-family: inherit;
+  color: var(--ys-ink);
+  cursor: pointer;
+  background: linear-gradient(180deg, #ffffff, #fbfcfe);
+  border: 1px solid var(--ys-line);
+  border-radius: 7px;
+  transition:
+    color 150ms cubic-bezier(0.25, 0.1, 0.25, 1),
+    border-color 150ms cubic-bezier(0.25, 0.1, 0.25, 1);
+}
+
+button.b-op:hover {
+  color: var(--ys-indigo);
+  border-color: rgba(46, 75, 168, 0.45);
+}
+
+.b-op-disabled {
+  color: var(--ys-ink-3);
+  cursor: not-allowed;
+}
+
+@media (max-width: 1024px) {
+  .bento {
+    grid-template-columns: repeat(2, 1fr);
+  }
+}
+
+@media (max-width: 640px) {
+  .bento {
+    grid-template-columns: 1fr;
+    grid-auto-rows: auto;
+  }
+
+  .bento-card {
+    min-height: 90px;
+  }
+
+  .b-2x2,
+  .b-2x1 {
+    grid-column: span 1;
+    grid-row: span 1;
+    min-height: 130px;
+  }
+}
+
+@media (prefers-reduced-motion: reduce) {
+  .bento-card {
+    transition: none;
+  }
 }
 </style>

frontend/src/views/login/index.vue

@@ -77,53 +77,29 @@ onMounted(refreshCaptcha)
 
 <template>
   <div class="login">
-    <!-- 品牌面板：以「水」为意象 —— 公司名衍水，业务是流水之账 -->
+    <!-- 背景装饰：右上涟漪同心圆（「衍水」品牌意象）；顶部天光由 .login::before 承担 -->
-    <section class="brand">
+    <div class="login-ripple" aria-hidden="true">
-      <!-- 水纹层理：越往下越密，如潜向深处。纯装饰，对读屏隐藏 -->
+      <i></i><i></i><i></i><i></i>
-      <svg class="brand-flow" viewBox="0 0 600 1000" preserveAspectRatio="xMidYMid slice" aria-hidden="true">
-        <path class="brand-flow__line" style="--i: 0" d="M-40,150 C 150,95 260,205 420,155 S 620,95 660,120" />
-        <path class="brand-flow__line" style="--i: 1" d="M-40,265 C 170,200 300,320 460,255 S 630,190 660,215" />
-        <path class="brand-flow__line" style="--i: 2" d="M-40,372 C 160,318 320,420 470,360 S 640,300 660,320" />
-        <path class="brand-flow__line" style="--i: 3" d="M-40,470 C 180,428 310,510 480,462 S 645,410 660,425" />
-        <path class="brand-flow__line" style="--i: 4" d="M-40,562 C 150,532 330,596 470,560 S 640,520 660,530" />
-        <path class="brand-flow__line" style="--i: 5" d="M-40,650 C 190,626 300,678 490,648 S 650,618 660,624" />
-        <path class="brand-flow__line" style="--i: 6" d="M-40,732 C 160,714 320,752 460,730 S 640,708 660,712" />
-        <path class="brand-flow__line" style="--i: 7" d="M-40,810 C 175,798 305,826 485,808 S 645,792 660,795" />
-        <path class="brand-flow__line" style="--i: 8" d="M-40,882 C 155,873 330,894 470,880 S 645,868 660,870" />
-        <path class="brand-flow__line" style="--i: 9" d="M-40,946 C 185,939 300,955 490,944 S 650,934 660,935" />
-      </svg>
-
-      <!-- 品牌内容整体居中成块。此前用 space-between 把品牌与标语顶到两端，
-           中间空出大片，两处都成了孤岛；聚成一块才有构图 -->
-      <div class="brand-inner">
-        <div class="brand-block">
-          <h1 class="brand-name">衍水集团</h1>
-          <hr class="brand-rule" />
-          <p class="brand-system">营销人员工资管理系统</p>
-
-          <!-- 断行位置显式控制：中文可在任意字间断行，交给浏览器自动换行
-               会把「楚」这样的单字挤到末行 -->
-          <p class="brand-hero">
-            <span>每一笔回款，</span>
-            <span>都算得清楚</span>
-          </p>
-          <p class="brand-stages">回款 · 计提 · 核算 · 发放</p>
     </div>
-      </div>
-    </section>
 
-    <!-- 表单面板 -->
+    <div class="login-wrap">
-    <section class="panel">
+      <div class="login-card">
-      <div class="panel-inner">
+        <div class="card-brand">
-        <h2 class="panel-title">登录</h2>
+          <div class="card-brand__name">衍水集团</div>
-        <p class="panel-hint">请使用管理员分配的账号</p>
+          <p class="card-brand__slogan">把每一笔回款，算成一份踏实。</p>
+          <span class="waterline"></span>
+        </div>
+
+        <div class="card-head">
+          <h2 class="card-title">欢迎回来</h2>
+          <p class="card-hint">请输入账号密码进入系统</p>
+        </div>
 
         <el-form
           ref="formRef"
           :model="form"
           :rules="rules"
           label-position="top"
-          size="large"
           @keyup.enter="handleSubmit"
         >
           <el-form-item label="用户名" prop="username">
@@ -173,175 +149,149 @@ onMounted(refreshCaptcha)
             </el-button>
           </el-form-item>
         </el-form>
-
-        <p class="panel-foot">衍水集团 · 内部系统</p>
       </div>
-    </section>
+
+      <p class="login-foot">© 衍水集团 · 内部系统</p>
+    </div>
   </div>
 </template>
 
 <style scoped>
-/*
+/* 视觉体系（2026-10-12 确认）：企业级扁平 · 轻质感 · 品牌色点缀 · 微动效 */
- * 配色：品牌 token 已提升为全局（见 assets/styles/index.css，布局框架与
- * 系统管理页面共用），此处只做局部别名，用法与取值均与原先一致。
- */
 .login {
-  --ink-900: var(--ys-ink-900);
-  --ink-800: var(--ys-ink-800);
-  --ink-700: var(--ys-ink-700);
-  --ink-600: var(--ys-ink-600);
-  --gold-bright: var(--ys-gold-bright);
-  --gold-deep: var(--ys-gold-deep);
-  --paper: var(--ys-paper);
-  --text: var(--ys-text);
-  --muted: var(--ys-muted);
-
-  display: flex;
-  min-height: 100vh;
-}
-
-/* ============ 品牌面板 ============ */
-
-.brand {
   position: relative;
   display: flex;
-  flex: 1 1 56%;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  min-height: 100vh;
+  padding: 40px 24px;
   overflow: hidden;
-  background: linear-gradient(158deg, var(--ink-800) 0%, var(--ink-900) 62%, #04141b 100%);
+  background-color: #f2f4f8;
+  /* 点阵网格：秩序与密度 */
+  background-image: radial-gradient(rgba(28, 35, 51, 0.07) 1px, transparent 1px);
+  background-size: 24px 24px;
 }
 
-/* 水下的光：给居中的内容一个落点，否则深色面板会显得空 */
+/* 顶部天光：靛蓝微光从上方洒下，给页面空气感 */
-.brand::before {
+.login::before {
-  position: absolute;
-  inset: 0;
   content: '';
-  background: radial-gradient(58% 46% at 32% 46%, rgb(32 116 146 / 26%), transparent 72%);
+  position: absolute;
+  top: -180px;
+  left: 50%;
+  width: 900px;
+  height: 480px;
+  transform: translateX(-50%);
+  pointer-events: none;
+  background: radial-gradient(closest-side, rgba(46, 75, 168, 0.09), rgba(46, 75, 168, 0));
+}
+
+/* 右上涟漪：同心圆水波，部分出画 */
+.login-ripple {
+  position: absolute;
+  top: -190px;
+  right: -150px;
+  width: 560px;
+  height: 560px;
   pointer-events: none;
 }
 
-.brand-flow {
+.login-ripple i {
   position: absolute;
   inset: 0;
-  width: 100%;
+  border-radius: 50%;
-  height: 100%;
+  border: 1px solid rgba(46, 75, 168, 0.1);
 }
 
-.brand-flow__line {
+.login-ripple i:nth-child(2) {
-  fill: none;
+  inset: 70px;
-  stroke: var(--ink-600);
+  border-color: rgba(46, 75, 168, 0.075);
-  stroke-width: 1;
-  opacity: 0.55;
-  /* 逐条画出：一个统一的入场动作，而非散落特效 */
-  stroke-dasharray: 1200;
-  stroke-dashoffset: 1200;
-  animation: flow-draw 2.4s cubic-bezier(0.22, 0.61, 0.36, 1) forwards;
-  animation-delay: calc(var(--i) * 0.13s);
 }
 
-@keyframes flow-draw {
+.login-ripple i:nth-child(3) {
-  to {
+  inset: 140px;
-    stroke-dashoffset: 0;
+  border-color: rgba(46, 75, 168, 0.055);
-  }
 }
 
-.brand-inner {
+.login-ripple i:nth-child(4) {
+  inset: 210px;
+  border: none;
+  background: radial-gradient(circle, rgba(46, 75, 168, 0.05), rgba(46, 75, 168, 0.015));
+}
+
+.login-wrap {
   position: relative;
-  z-index: 1;
   display: flex;
+  flex-direction: column;
   align-items: center;
-  width: 100%;
-  padding: 56px clamp(40px, 6vw, 104px);
 }
 
-/* 内容成块并限宽：超宽屏下文字块不会被拉散 */
+/* 登录卡：纸白微渐变 + 半透明描边 + 分层阴影 + 入场上浮 */
-.brand-block {
+.login-card {
-  max-width: 30rem;
+  width: 400px;
+  max-width: 100%;
+  padding: 30px 36px 32px;
+  overflow: hidden;
+  animation: card-rise 320ms cubic-bezier(0.25, 0.1, 0.25, 1) backwards;
+  background: linear-gradient(180deg, #ffffff, #fcfcfe);
+  border: 1px solid rgba(28, 35, 51, 0.09);
+  border-radius: 14px;
+  box-shadow:
+    0 2px 4px rgba(28, 35, 51, 0.04),
+    0 16px 40px rgba(28, 35, 51, 0.1);
 }
 
-.brand-name {
+@keyframes card-rise {
-  margin: 0;
-  font-family: 'Source Han Serif SC', 'Noto Serif SC', 'Songti SC', 'SimSun', serif;
-  font-size: clamp(36px, 3.6vw, 54px);
-  font-weight: 600;
-  line-height: 1.15;
-  letter-spacing: 0.2em;
-  color: #f2f6f7;
-}
-
-.brand-rule {
-  width: 52px;
-  height: 2px;
-  margin: 24px 0 18px;
-  background-color: var(--gold-bright);
-  border: 0;
-}
-
-.brand-system {
-  margin: 0;
-  font-size: clamp(13px, 1.1vw, 16px);
-  font-weight: 300;
-  letter-spacing: 0.28em;
-  color: #9db6c0;
-}
-
-.brand-hero {
-  margin: 58px 0 0;
-  font-size: clamp(16px, 1.4vw, 21px);
-  font-weight: 400;
-  line-height: 1.8;
-  letter-spacing: 0.06em;
-  color: #d9e5ea;
-}
-
-.brand-hero span {
-  display: block;
-}
-
-/* 三个业务环节：用间隔点连成一行，比带框的标签轻得多，
-   也不会被误读成可点击的按钮 */
-.brand-stages {
-  margin: 18px 0 0;
-  font-size: 12px;
-  letter-spacing: 0.24em;
-  color: #6f8b97;
-}
-
-/* ============ 表单面板 ============ */
-
-.panel {
-  display: flex;
-  flex: 1 1 44%;
-  align-items: center;
-  justify-content: center;
-  padding: 48px clamp(28px, 5vw, 80px);
-  background-color: var(--paper);
-}
-
-.panel-inner {
-  width: 100%;
-  max-width: 356px;
-  animation: panel-rise 0.7s cubic-bezier(0.22, 0.61, 0.36, 1) 0.35s both;
-}
-
-@keyframes panel-rise {
   from {
     opacity: 0;
-    transform: translateY(14px);
+    transform: translateY(8px);
   }
 }
 
-.panel-title {
+.card-brand {
-  margin: 0 0 6px;
+  text-align: center;
-  font-size: 25px;
+}
+
+.card-brand__name {
+  font-family: var(--ys-font-brand);
+  font-size: 17px;
+  font-weight: 500;
+  letter-spacing: 0.34em;
+  color: var(--ys-ink);
+}
+
+.card-brand__slogan {
+  margin-top: 8px;
+  font-size: 12.5px;
+  letter-spacing: 0.02em;
+  color: var(--ys-ink-3);
+}
+
+/* 签名元素：渐隐靛蓝水线 */
+.waterline {
+  display: block;
+  width: 40px;
+  height: 2px;
+  margin: 14px auto 0;
+  border-radius: 1px;
+  background: linear-gradient(90deg, var(--ys-indigo), rgba(46, 75, 168, 0));
+}
+
+.card-head {
+  margin-top: 26px;
+}
+
+.card-title {
+  margin: 0;
+  font-size: 15px;
   font-weight: 600;
-  letter-spacing: 0.16em;
+  color: var(--ys-ink);
-  color: var(--text);
 }
 
-.panel-hint {
+.card-hint {
-  margin: 0 0 30px;
+  margin: 4px 0 0;
-  font-size: 13px;
+  font-size: 12px;
-  color: var(--muted);
+  color: var(--ys-ink-3);
 }
 
 .captcha {
@@ -370,14 +320,15 @@ onMounted(refreshCaptcha)
   padding: 0;
   overflow: hidden;
   cursor: pointer;
-  background-color: #fff;
+  background: linear-gradient(180deg, #f7f8fb, #f1f3f8);
-  border: 1px solid #dcdfe6;
+  border: 1px solid var(--ys-line);
-  border-radius: 4px;
+  border-radius: 7px;
-  transition: border-color 0.2s;
+  box-shadow: inset 0 1px 2px rgba(28, 35, 51, 0.04);
+  transition: border-color 150ms var(--ys-ease, ease);
 }
 
 .captcha__image:hover {
-  border-color: var(--gold-deep);
+  border-color: var(--ys-indigo);
 }
 
 .captcha__image img {
@@ -389,89 +340,54 @@ onMounted(refreshCaptcha)
 
 .captcha__placeholder {
   font-size: 12px;
-  color: var(--muted);
+  color: var(--ys-ink-3);
 }
 
 .form-actions :deep(.el-form-item__content) {
   margin-top: 4px;
 }
 
-/* 覆盖 Element Plus 的按钮变量而非直接写 background-color ——
-   后者与 .el-button--primary 同权重，会受样式注入顺序影响而不稳定 */
 .submit {
   width: 100%;
   letter-spacing: 0.4em;
-  --el-button-bg-color: var(--gold-deep);
-  --el-button-border-color: var(--gold-deep);
-  --el-button-hover-bg-color: #a3762a;
-  --el-button-hover-border-color: #a3762a;
-  --el-button-active-bg-color: #7d5719;
-  --el-button-active-border-color: #7d5719;
 }
 
-.panel-foot {
+.login-foot {
-  margin: 32px 0 0;
+  margin: 16px 0 0;
-  font-size: 12px;
+  font-size: 11px;
-  text-align: center;
+  letter-spacing: 0.08em;
-  letter-spacing: 0.1em;
+  color: var(--ys-ink-3);
-  color: #9aa8af;
 }
 
-/* 输入框聚焦态也落在同一套配色上 */
+/* 输入聚焦落在体系主色上（Element Plus 主色已随全局 token 换为靛蓝） */
-.panel :deep(.el-input__wrapper) {
+.login :deep(.el-input__wrapper) {
-  --el-input-focus-border-color: var(--gold-deep);
+  box-shadow: 0 0 0 1px rgba(28, 35, 51, 0.13) inset;
 }
 
-/* ============ 响应式 ============ */
+.login :deep(.el-input__wrapper.is-focus) {
+  box-shadow:
+    0 0 0 1px var(--ys-indigo) inset,
+    0 0 0 3px rgba(46, 75, 168, 0.13);
+}
 
-@media (max-width: 900px) {
+@media (max-width: 640px) {
   .login {
-    flex-direction: column;
+    padding: 24px 16px;
   }
 
-  .brand {
+  .login-card {
-    flex: 0 0 auto;
+    padding: 26px 24px 28px;
-    padding: 36px 26px 32px;
   }
 
-  .brand-inner {
+  /* 窄屏上涟漪出画更多，避免挤压卡片 */
-    padding: 0;
+  .login-ripple {
-  }
+    top: -260px;
-
+    right: -240px;
-  .brand-flow {
-    opacity: 0.5;
-  }
-
-  .brand-name {
-    font-size: 30px;
-    letter-spacing: 0.16em;
-  }
-
-  .brand-rule {
-    margin: 16px 0 12px;
-  }
-
-  /* 窄屏上只留品牌识别，标语与环节行让位给表单 */
-  .brand-hero,
-  .brand-stages {
-    display: none;
-  }
-
-  .panel {
-    flex: 1;
-    padding: 38px 26px 46px;
   }
 }
 
-/* 尊重系统的「减弱动效」偏好：保留终态，去掉过渡 */
 @media (prefers-reduced-motion: reduce) {
-  .brand-flow__line {
+  .login-card {
-    stroke-dashoffset: 0;
-    animation: none;
-  }
-
-  .panel-inner {
-    opacity: 1;
     animation: none;
   }
 }

frontend/src/views/system/business-roles/index.vue

@@ -0,0 +1,374 @@
+<script setup lang="ts">
+import { computed, onMounted, reactive, ref } from 'vue'
+import { ElMessage, type FormInstance, type FormRules } from 'element-plus'
+
+import * as businessRoleApi from '@/api/businessRoles'
+import type { BusinessRoleItem, TemplateOption } from '@/api/businessRoles'
+import AppPagination from '@/components/table/AppPagination.vue'
+import StatusTag from '@/components/table/StatusTag.vue'
+import { useConfirmAction } from '@/composables/useConfirmAction'
+import { usePagedList } from '@/composables/usePagedList'
+import { STATUS_OPTIONS } from '@/utils/constants'
+import { handledError } from '@/utils/error'
+
+/**
+ * 岗位角色管理（需求 #28）。
+ *
+ * 与后端约定对齐：
+ * - 内置岗位（营销员/营销经理/信息员）禁删禁停 —— 前端禁用按钮，后端仍会拦截
+ * - 岗位编码创建后不可修改（它是参数维度值与模板绑定的锚点）
+ * - 公式模板为受控下拉（代码内注册表的有限集合）；新增岗位 = 选模板 + 配参数，
+ *   无需改代码
+ */
+const { confirmAndRun } = useConfirmAction()
+
+// ==================== 列表 ====================
+
+const filters = reactive({
+  keyword: '',
+  status: undefined as number | undefined,
+})
+
+const { records, total, pageNum, pageSize, loading, load, search, onPageChange, onSizeChange, reloadAfterDelete } =
+  usePagedList<BusinessRoleItem, businessRoleApi.BusinessRoleQueryParams>(
+    businessRoleApi.listBusinessRoles,
+    () => ({
+      keyword: filters.keyword,
+      status: filters.status,
+    }),
+  )
+
+const templateOptions = ref<TemplateOption[]>([])
+
+async function loadTemplateOptions(): Promise<void> {
+  try {
+    templateOptions.value = await businessRoleApi.listTemplateOptions()
+  } catch (error) {
+    handledError(error) // 拦截器已提示；下拉为空不阻断列表使用
+  }
+}
+
+/** 模板编码 → 名称（表格列展示用，下拉未加载完成时回退显示编码） */
+function templateName(code: string): string {
+  return templateOptions.value.find((tpl) => tpl.code === code)?.name ?? code
+}
+
+function resetFilters(): void {
+  filters.keyword = ''
+  filters.status = undefined
+  search()
+}
+
+// ==================== 新增 / 编辑 ====================
+
+const dialogVisible = ref(false)
+const editingId = ref<number | null>(null)
+/** 单一状态源：编辑中 ⇔ editingId 非空（避免双状态漂移） */
+const isEdit = computed(() => editingId.value !== null)
+const formRef = ref<FormInstance>()
+const submitting = ref(false)
+
+const form = reactive({
+  role_code: '',
+  role_name: '',
+  calc_template: '',
+  description: '',
+  sort_order: 0,
+})
+
+/** 编辑中的行（内置岗位的模板仍可改，但编码与删除/停用受保护） */
+const editingRow = computed(() =>
+  editingId.value === null ? null : records.value.find((r) => r.id === editingId.value) ?? null,
+)
+
+const rules = computed<FormRules>(() => ({
+  role_code: isEdit.value
+    ? []
+    : [
+        { required: true, message: '请输入岗位编码', trigger: 'blur' },
+        { pattern: /^[a-z][a-z0-9_]{1,31}$/, message: '编码须以小写字母开头，仅可含小写字母、数字与下划线', trigger: 'blur' },
+      ],
+  role_name: [
+    { required: true, message: '请输入岗位名称', trigger: 'blur' },
+    { max: 64, message: '岗位名称最长 64 个字符', trigger: 'blur' },
+  ],
+  calc_template: [{ required: true, message: '请选择计提公式模板', trigger: 'change' }],
+  description: [{ max: 255, message: '说明最长 255 个字符', trigger: 'blur' }],
+}))
+
+const selectedTemplate = computed(() =>
+  templateOptions.value.find((tpl) => tpl.code === form.calc_template) ?? null,
+)
+
+function openCreate(): void {
+  editingId.value = null
+  Object.assign(form, {
+    role_code: '',
+    role_name: '',
+    calc_template: '',
+    description: '',
+    sort_order: 0,
+  })
+  dialogVisible.value = true
+  formRef.value?.clearValidate()
+}
+
+function openEdit(row: BusinessRoleItem): void {
+  editingId.value = row.id
+  Object.assign(form, {
+    role_code: row.role_code,
+    role_name: row.role_name,
+    calc_template: row.calc_template,
+    description: row.description ?? '',
+    sort_order: row.sort_order,
+  })
+  dialogVisible.value = true
+  formRef.value?.clearValidate()
+}
+
+async function handleSubmit(): Promise<void> {
+  const valid = await formRef.value?.validate().catch(() => false)
+  if (!valid) return
+
+  submitting.value = true
+  try {
+    if (editingId.value !== null) {
+      await businessRoleApi.updateBusinessRole(editingId.value, {
+        role_name: form.role_name,
+        calc_template: form.calc_template,
+        description: form.description,
+        sort_order: form.sort_order,
+      })
+      ElMessage.success('已保存')
+    } else {
+      await businessRoleApi.createBusinessRole({
+        role_code: form.role_code,
+        role_name: form.role_name,
+        calc_template: form.calc_template,
+        description: form.description || undefined,
+        sort_order: form.sort_order,
+      })
+      ElMessage.success('岗位已创建')
+    }
+    dialogVisible.value = false
+    await load()
+  } catch (error) {
+    handledError(error) // 失败提示由请求拦截器统一完成
+  } finally {
+    submitting.value = false
+  }
+}
+
+// ==================== 启停 / 删除 ====================
+
+/** 内置岗位禁删禁停（按钮禁用 + title 说明原因） */
+function isBuiltin(row: BusinessRoleItem): boolean {
+  return row.is_builtin === 1
+}
+
+function builtinHint(row: BusinessRoleItem): string {
+  return isBuiltin(row) ? '内置岗位不可删除或停用' : ''
+}
+
+async function handleToggleStatus(row: BusinessRoleItem): Promise<void> {
+  const next = row.status === 1 ? 0 : 1
+  const action = next === 1 ? '启用' : '禁用'
+  await confirmAndRun({
+    confirmText:
+      next === 0
+        ? `确定禁用岗位「${row.role_name}」？禁用后新核算不再匹配该岗位。`
+        : `确定启用岗位「${row.role_name}」？`,
+    title: `${action}确认`,
+    confirmButtonText: action,
+    successText: `已${action}`,
+    run: () => businessRoleApi.setBusinessRoleStatus(row.id, next),
+    after: load,
+  })
+}
+
+async function handleDelete(row: BusinessRoleItem): Promise<void> {
+  await confirmAndRun({
+    confirmText: `确定删除岗位「${row.role_name}」？删除为物理删除、不可恢复；该岗位编码相关的参数维度值不会随之清理。`,
+    title: '删除确认',
+    confirmButtonText: '删除',
+    successText: '岗位已删除',
+    run: () => businessRoleApi.deleteBusinessRole(row.id),
+    after: reloadAfterDelete,
+  })
+}
+
+// ==================== 初始化 ====================
+
+onMounted(() => {
+  // 两个请求各自容错（load 内部已兜底），互不拖累
+  void load()
+  void loadTemplateOptions()
+})
+</script>
+
+<template>
+  <div>
+    <el-card shadow="never">
+      <el-form class="filter-form" :inline="true" @submit.prevent>
+        <el-form-item label="关键词">
+          <el-input
+            v-model="filters.keyword"
+            placeholder="岗位编码或名称"
+            clearable
+            style="width: 180px"
+            @keyup.enter="search"
+          />
+        </el-form-item>
+        <el-form-item label="状态">
+          <el-select v-model="filters.status" placeholder="全部" clearable style="width: 110px">
+            <el-option
+              v-for="item in STATUS_OPTIONS"
+              :key="item.value"
+              :label="item.label"
+              :value="item.value"
+            />
+          </el-select>
+        </el-form-item>
+        <el-form-item>
+          <el-button type="primary" @click="search">查询</el-button>
+          <el-button @click="resetFilters">重置</el-button>
+        </el-form-item>
+      </el-form>
+
+      <div class="toolbar">
+        <el-button type="primary" @click="openCreate">新增岗位</el-button>
+      </div>
+
+      <el-table v-loading="loading" :data="records" stripe>
+        <el-table-column prop="role_code" label="岗位编码" min-width="130">
+          <template #default="{ row }">
+            <span class="role-code">{{ row.role_code }}</span>
+          </template>
+        </el-table-column>
+        <el-table-column prop="role_name" label="岗位名称" min-width="110" />
+        <el-table-column label="公式模板" min-width="170">
+          <template #default="{ row }">{{ templateName(row.calc_template) }}</template>
+        </el-table-column>
+        <el-table-column prop="description" label="说明" min-width="200">
+          <template #default="{ row }">{{ row.description || '—' }}</template>
+        </el-table-column>
+        <el-table-column prop="sort_order" label="排序" width="70" align="center" />
+        <el-table-column label="状态" width="90" align="center">
+          <template #default="{ row }">
+            <StatusTag :value="row.status" />
+          </template>
+        </el-table-column>
+        <el-table-column label="操作" width="190" fixed="right">
+          <template #default="{ row }">
+            <el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
+            <span :title="builtinHint(row)">
+              <el-button
+                link
+                type="warning"
+                size="small"
+                :disabled="isBuiltin(row)"
+                @click="handleToggleStatus(row)"
+              >
+                {{ row.status === 1 ? '禁用' : '启用' }}
+              </el-button>
+            </span>
+            <span :title="builtinHint(row)">
+              <el-button
+                link
+                type="danger"
+                size="small"
+                :disabled="isBuiltin(row)"
+                @click="handleDelete(row)"
+              >
+                删除
+              </el-button>
+            </span>
+          </template>
+        </el-table-column>
+      </el-table>
+
+      <AppPagination
+        :total="total"
+        :page-num="pageNum"
+        :page-size="pageSize"
+        @page-change="onPageChange"
+        @size-change="onSizeChange"
+      />
+    </el-card>
+
+    <!-- 新增 / 编辑 -->
+    <el-dialog
+      v-model="dialogVisible"
+      :title="isEdit ? '编辑岗位' : '新增岗位'"
+      width="540px"
+      destroy-on-close
+    >
+      <el-form ref="formRef" :model="form" :rules="rules" label-width="90px">
+        <el-form-item label="岗位编码" prop="role_code">
+          <el-input
+            v-model="form.role_code"
+            :disabled="isEdit"
+            :placeholder="editingRow ? '' : '如 senior_sales，创建后不可修改'"
+          />
+        </el-form-item>
+        <el-form-item label="岗位名称" prop="role_name">
+          <el-input v-model="form.role_name" placeholder="如 高级业务员" />
+        </el-form-item>
+        <el-form-item label="公式模板" prop="calc_template">
+          <el-select
+            v-model="form.calc_template"
+            placeholder="选择计提公式模板"
+            style="width: 100%"
+          >
+            <el-option
+              v-for="tpl in templateOptions"
+              :key="tpl.code"
+              :label="tpl.name"
+              :value="tpl.code"
+            />
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="selectedTemplate" label-width="90px">
+          <div class="tpl-info">
+            <div>{{ selectedTemplate.description }}</div>
+            <div v-if="selectedTemplate.params.length" class="tpl-params">
+              涉及参数：{{ selectedTemplate.params.map((p) => p.name).join('、') }}（在「计提参数」中维护）
+            </div>
+          </div>
+        </el-form-item>
+        <el-form-item label="岗位说明" prop="description">
+          <el-input v-model="form.description" type="textarea" :rows="2" placeholder="选填" />
+        </el-form-item>
+        <el-form-item label="排序" prop="sort_order">
+          <el-input-number v-model="form.sort_order" :min="0" :max="9999" />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialogVisible = false">取消</el-button>
+        <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<style scoped>
+.role-code {
+  font-family: 'SFMono-Regular', Consolas, 'Courier New', monospace;
+  font-size: 12px;
+  color: var(--ys-ink-2);
+}
+
+.tpl-info {
+  width: 100%;
+  padding: 8px 12px;
+  border-radius: 6px;
+  background: var(--ys-indigo-wash);
+  color: var(--ys-ink-2);
+  font-size: 12px;
+  line-height: 1.7;
+}
+
+.tpl-params {
+  color: var(--ys-ink-3);
+}
+</style>

frontend/src/views/system/params/index.vue

@@ -0,0 +1,998 @@
+<script setup lang="ts">
+import { computed, onMounted, reactive, ref } from 'vue'
+import { ElMessage, ElMessageBox } from 'element-plus'
+
+import * as businessRoleApi from '@/api/businessRoles'
+import * as paramsApi from '@/api/params'
+import type {
+  ParamBatch,
+  ParamBatchDetail,
+  ParamCatalogItem,
+  ParamDiff,
+  ParamHistory,
+  ParamPreviewResult,
+} from '@/api/params'
+import AppPagination from '@/components/table/AppPagination.vue'
+import { useConfirmAction } from '@/composables/useConfirmAction'
+import { handledError } from '@/utils/error'
+
+/**
+ * 计提参数配置（需求 #28）。
+ *
+ * 与后端约定对齐：
+ * - 目录按「分组 → 参数 → 维度值」展示当前生效值；修改先进「待提交」，
+ *   以批次提交（一次一批，逐项留痕旧值/新值）
+ * - 支持立即生效或指定日期生效；未生效批次可整批撤回
+ * - 图表/导出：统计用 ECharts（用户指定），导出为 xlsx 文件流
+ */
+const { confirmAndRun } = useConfirmAction()
+
+// ==================== 目录 ====================
+
+const catalog = ref<ParamCatalogItem[]>([])
+const catalogLoading = ref(false)
+
+async function loadCatalog(): Promise<void> {
+  catalogLoading.value = true
+  try {
+    catalog.value = await paramsApi.getCatalog()
+  } catch (error) {
+    handledError(error)
+  } finally {
+    catalogLoading.value = false
+  }
+}
+
+/** 分组后的目录（保持后端 sort_order 顺序） */
+const groupedCatalog = computed(() => {
+  const groups = new Map<string, ParamCatalogItem[]>()
+  for (const item of catalog.value) {
+    groups.set(item.param_group, [...(groups.get(item.param_group) ?? []), item])
+  }
+  return [...groups.entries()].map(([name, items]) => ({ name, items }))
+})
+
+/** 维度值 → 展示名（NONE 维度为空串） */
+const DIMENSION_LABELS: Record<string, string> = {
+  '': '默认',
+  municipal_water: '市政水利',
+  rail_transit: '轨道交通',
+}
+
+function dimensionLabel(dimension: string): string {
+  return DIMENSION_LABELS[dimension] ?? dimension
+}
+
+/** 带单位的值展示 */
+function formatValue(item: ParamCatalogItem, value: string): string {
+  return item.unit ? `${value} ${item.unit}` : value
+}
+
+// ==================== 修改（待提交） ====================
+
+interface PendingChange {
+  item: ParamCatalogItem
+  dimension_value: string
+  old_value: string
+  new_value: string
+}
+
+const pending = reactive<Record<string, PendingChange>>({})
+const pendingList = computed(() => Object.entries(pending).map(([key, change]) => ({ key, ...change })))
+
+function pendingKey(paramCode: string, dimension: string): string {
+  return `${paramCode}|${dimension}`
+}
+
+function pendingOf(item: ParamCatalogItem, dimension: string): PendingChange | undefined {
+  return pending[pendingKey(item.param_code, dimension)]
+}
+
+const editVisible = ref(false)
+const editTarget = ref<{ item: ParamCatalogItem; dimension: string } | null>(null)
+const editValue = ref('')
+
+/** 可选维度：该参数已有维度值（无则视为默认） */
+const editDimensions = computed(() => {
+  if (!editTarget.value) return []
+  const dims = new Set<string>(editTarget.value.item.values.map((v) => v.dimension_value))
+  if (dims.size === 0) dims.add('')
+  return [...dims]
+})
+
+function currentValue(item: ParamCatalogItem, dimension: string): string | undefined {
+  return item.values.find((v) => v.dimension_value === dimension)?.value_text
+}
+
+function openEdit(item: ParamCatalogItem, dimension: string): void {
+  editTarget.value = { item, dimension }
+  editValue.value = currentValue(item, dimension) ?? item.default_value ?? ''
+  editVisible.value = true
+}
+
+function confirmEdit(): void {
+  if (!editTarget.value) return
+  const { item, dimension } = editTarget.value
+  const value = editValue.value.trim()
+  if (!value) {
+    ElMessage.warning('请输入新值')
+    return
+  }
+  const old = currentValue(item, dimension) ?? item.default_value ?? ''
+  if (value === old) {
+    ElMessage.info('新值与当前值相同，未加入待提交')
+    return
+  }
+  pending[pendingKey(item.param_code, dimension)] = {
+    item,
+    dimension_value: dimension,
+    old_value: old,
+    new_value: value,
+  }
+  editVisible.value = false
+  ElMessage.success('已加入待提交，提交前不会生效')
+}
+
+function removePending(key: string): void {
+  delete pending[key]
+}
+
+// ==================== 提交批次 ====================
+
+const changeType = ref<1 | 2>(1)
+const effectiveDate = ref<string>('')
+const remark = ref('')
+const submitting = ref(false)
+
+const effectiveText = computed(() =>
+  changeType.value === 1 ? '立即生效' : `${effectiveDate.value} 起生效`,
+)
+
+async function submitAll(): Promise<void> {
+  if (changeType.value === 2 && !effectiveDate.value) {
+    ElMessage.warning('请选择生效日期')
+    return
+  }
+  try {
+    await ElMessageBox.confirm(
+      `共 ${pendingList.value.length} 项变更，${effectiveText.value}。提交后逐项留痕，未生效前可整批撤回。`,
+      '提交确认',
+      { confirmButtonText: '提交', cancelButtonText: '再想想', type: 'warning' },
+    )
+  } catch {
+    return
+  }
+
+  submitting.value = true
+  try {
+    const batch = await paramsApi.submitChanges({
+      change_type: changeType.value,
+      effective_date: changeType.value === 2 ? effectiveDate.value : undefined,
+      remark: remark.value || undefined,
+      items: pendingList.value.map((p) => ({
+        param_code: p.item.param_code,
+        dimension_value: p.dimension_value,
+        value: p.new_value,
+      })),
+    })
+    ElMessage.success(`已提交，版本 ${batch.version_no}`)
+    Object.keys(pending).forEach((key) => delete pending[key])
+    remark.value = ''
+    await loadCatalog()
+  } catch (error) {
+    handledError(error)
+  } finally {
+    submitting.value = false
+  }
+}
+
+// ==================== 版本管理抽屉 ====================
+
+const versionVisible = ref(false)
+const batches = ref<ParamBatch[]>([])
+const batchesTotal = ref(0)
+const batchesPage = ref(1)
+const batchesPageSize = ref(10)
+const batchesLoading = ref(false)
+const detailCache = reactive<Record<number, ParamBatchDetail>>({})
+
+async function loadBatches(): Promise<void> {
+  batchesLoading.value = true
+  try {
+    const page = await paramsApi.listBatches({ pageNum: batchesPage.value, pageSize: batchesPageSize.value })
+    batches.value = page.list
+    batchesTotal.value = page.total
+  } catch (error) {
+    handledError(error)
+  } finally {
+    batchesLoading.value = false
+  }
+}
+
+async function detailOf(batch: ParamBatch): Promise<ParamBatchDetail> {
+  if (detailCache[batch.id]) return detailCache[batch.id]
+  const detail = await paramsApi.getBatchDetail(batch.id)
+  detailCache[batch.id] = detail
+  return detail
+}
+
+function changeTypeText(changeType: number): string {
+  return changeType === 1 ? '立即生效' : '指定日期'
+}
+
+/** 本地日期（YYYY-MM-DD）：toISOString 是 UTC，北京时间 0–8 点会差一天 */
+function localToday(): string {
+  const d = new Date()
+  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
+}
+
+async function handleWithdraw(batch: ParamBatch): Promise<void> {
+  await confirmAndRun({
+    confirmText: `确定撤回批次「${batch.version_no}」（${batch.item_count} 项，${batch.effective_date} 起生效）？撤回后这些变更不再生效。`,
+    title: '撤回确认',
+    confirmButtonText: '撤回',
+    successText: '批次已撤回',
+    run: () => paramsApi.withdrawBatch(batch.id),
+    after: () => {
+      loadBatches()
+      void loadCatalog()
+    },
+  })
+}
+
+// ---------- 对比 ----------
+
+const compareFrom = ref('')
+const compareTo = ref('')
+const comparing = ref(false)
+const diffResult = ref<ParamDiff[]>([])
+const diffSearched = ref(false)
+
+async function doCompare(): Promise<void> {
+  if (!compareFrom.value || !compareTo.value) {
+    ElMessage.warning('请选择两个对比日期')
+    return
+  }
+  comparing.value = true
+  try {
+    diffResult.value = await paramsApi.compareParams(compareFrom.value, compareTo.value)
+    diffSearched.value = true
+  } catch (error) {
+    handledError(error)
+  } finally {
+    comparing.value = false
+  }
+}
+
+// ---------- 导出 ----------
+
+const exporting = ref(false)
+
+async function doExport(): Promise<void> {
+  exporting.value = true
+  try {
+    const blob = await paramsApi.exportChanges({
+      start_date: compareFrom.value || undefined,
+      end_date: compareTo.value || undefined,
+    })
+    const url = URL.createObjectURL(blob)
+    const link = document.createElement('a')
+    link.href = url
+    link.download = `param_changes_${localToday()}.xlsx`
+    link.click()
+    URL.revokeObjectURL(url)
+    ElMessage.success('已导出')
+  } catch (error) {
+    handledError(error)
+  } finally {
+    exporting.value = false
+  }
+}
+
+function openVersionDrawer(): void {
+  versionVisible.value = true
+  batchesPage.value = 1
+  void loadBatches()
+}
+
+// ==================== 历史抽屉 ====================
+
+const historyVisible = ref(false)
+const historyItem = ref<ParamCatalogItem | null>(null)
+const historyRows = ref<ParamHistory[]>([])
+const historyTotal = ref(0)
+const historyPage = ref(1)
+const historyPageSize = ref(10)
+const historyLoading = ref(false)
+
+function openHistory(item: ParamCatalogItem): void {
+  historyItem.value = item
+  historyVisible.value = true
+  historyPage.value = 1
+  void loadHistory()
+}
+
+async function loadHistory(): Promise<void> {
+  if (!historyItem.value) return
+  historyLoading.value = true
+  try {
+    const page = await paramsApi.getParamHistory(historyItem.value.param_code, {
+      pageNum: historyPage.value,
+      pageSize: historyPageSize.value,
+    })
+    historyRows.value = page.list
+    historyTotal.value = page.total
+  } catch (error) {
+    handledError(error)
+  } finally {
+    historyLoading.value = false
+  }
+}
+
+// ==================== 计算预览抽屉 ====================
+
+const previewVisible = ref(false)
+const previewLoading = ref(false)
+const previewResult = ref<ParamPreviewResult | null>(null)
+const roleOptions = ref<businessRoleApi.BusinessRoleItem[]>([])
+
+const previewForm = reactive({
+  business_role: 'salesperson',
+  customer_type: 'personal',
+  product_category: 'municipal_water',
+  ship_date: '',
+  receipt_date: '',
+  revenue: '',
+  profit: '',
+  received_amount: '',
+  barter: false,
+  probation: false,
+})
+
+const PRODUCT_OPTIONS = [
+  { label: '市政水利', value: 'municipal_water' },
+  { label: '轨道交通', value: 'rail_transit' },
+]
+
+const CUSTOMER_OPTIONS = [
+  { label: '个人户', value: 'personal' },
+  { label: '企业户', value: 'enterprise' },
+]
+
+async function loadRoleOptions(): Promise<void> {
+  try {
+    const page = await businessRoleApi.listBusinessRoles({ pageNum: 1, pageSize: 100 })
+    roleOptions.value = page.list
+  } catch (error) {
+    handledError(error)
+  }
+}
+
+function openPreviewDrawer(): void {
+  previewVisible.value = true
+  if (roleOptions.value.length === 0) void loadRoleOptions()
+}
+
+async function runPreview(): Promise<void> {
+  if (!previewForm.ship_date || !previewForm.receipt_date) {
+    ElMessage.warning('请选择发货日与回款到账日')
+    return
+  }
+  previewLoading.value = true
+  try {
+    previewResult.value = await paramsApi.previewCalc({
+      business_role: previewForm.business_role || undefined,
+      customer_type: previewForm.customer_type || undefined,
+      product_category: previewForm.product_category || undefined,
+      ship_date: previewForm.ship_date,
+      receipt_date: previewForm.receipt_date,
+      revenue: previewForm.revenue,
+      profit: previewForm.profit,
+      received_amount: previewForm.received_amount,
+      barter: previewForm.barter,
+      probation: previewForm.probation,
+    })
+  } catch (error) {
+    handledError(error)
+  } finally {
+    previewLoading.value = false
+  }
+}
+
+// ==================== 初始化 ====================
+
+onMounted(() => {
+  void loadCatalog()
+})
+</script>
+
+<template>
+  <div>
+    <el-card shadow="never">
+      <div class="page-toolbar">
+        <span class="page-desc">
+          计提比例、系数、阈值、分成与起付比例在此统一维护；变更逐项留痕并支持按日期生效。
+        </span>
+        <span>
+          <el-button @click="openPreviewDrawer">计算预览</el-button>
+          <el-button @click="openVersionDrawer">版本管理</el-button>
+          <el-button @click="doExport" :loading="exporting">导出记录</el-button>
+        </span>
+      </div>
+
+      <el-collapse v-loading="catalogLoading">
+        <el-collapse-item v-for="group in groupedCatalog" :key="group.name" :name="group.name">
+          <template #title>
+            <span class="group-title">{{ group.name }}</span>
+          </template>
+          <table class="param-table">
+            <thead>
+              <tr>
+                <th style="width: 190px">参数</th>
+                <th>当前生效值</th>
+                <th style="width: 110px">操作</th>
+              </tr>
+            </thead>
+            <tbody>
+              <tr v-for="item in group.items" :key="item.param_code">
+                <td>
+                  <div class="param-name">{{ item.param_name }}</div>
+                  <div class="param-desc">{{ item.description || item.param_code }}</div>
+                </td>
+                <td>
+                  <template v-if="item.values.length">
+                    <div v-for="v in item.values" :key="v.dimension_value" class="value-row">
+                      <span class="dim-label">{{ dimensionLabel(v.dimension_value) }}</span>
+                      <b class="num">{{ formatValue(item, v.value_text) }}</b>
+                      <span class="eff">{{ v.effective_date }} 起</span>
+                      <el-tag
+                        v-if="pendingOf(item, v.dimension_value)"
+                        size="small"
+                        type="warning"
+                        disable-transitions
+                      >
+                        待改为 {{ pendingOf(item, v.dimension_value)!.new_value }}
+                      </el-tag>
+                      <el-button
+                        link
+                        type="primary"
+                        size="small"
+                        @click="openEdit(item, v.dimension_value)"
+                      >
+                        改
+                      </el-button>
+                    </div>
+                  </template>
+                  <span v-else class="no-value">
+                    未设置（默认 {{ item.default_value ?? '—' }}）
+                  </span>
+                </td>
+                <td>
+                  <el-button
+                    v-if="!item.values.length"
+                    link
+                    type="primary"
+                    size="small"
+                    @click="openEdit(item, '')"
+                  >
+                    设置
+                  </el-button>
+                  <el-button link type="primary" size="small" @click="openHistory(item)">历史</el-button>
+                </td>
+              </tr>
+            </tbody>
+          </table>
+        </el-collapse-item>
+      </el-collapse>
+    </el-card>
+
+    <!-- 待提交批次 -->
+    <el-card v-if="pendingList.length" shadow="never" class="pending-card">
+      <template #header>
+        <div class="pending-head">
+          <b>待提交变更（{{ pendingList.length }} 项）</b>
+          <span class="pending-hint">提交前不会生效；提交后未生效前可整批撤回</span>
+        </div>
+      </template>
+      <el-table :data="pendingList" size="small">
+        <el-table-column label="参数" min-width="160">
+          <template #default="{ row }">{{ row.item.param_name }}</template>
+        </el-table-column>
+        <el-table-column label="维度" width="110">
+          <template #default="{ row }">{{ dimensionLabel(row.dimension_value) }}</template>
+        </el-table-column>
+        <el-table-column label="旧值" min-width="110">
+          <template #default="{ row }">{{ row.old_value || '—' }}</template>
+        </el-table-column>
+        <el-table-column label="新值" min-width="110">
+          <template #default="{ row }"><b class="num">{{ row.new_value }}</b></template>
+        </el-table-column>
+        <el-table-column label="操作" width="80">
+          <template #default="{ row }">
+            <el-button link type="danger" size="small" @click="removePending(row.key)">移除</el-button>
+          </template>
+        </el-table-column>
+      </el-table>
+      <div class="submit-row">
+        <el-radio-group v-model="changeType">
+          <el-radio-button :value="1">立即生效</el-radio-button>
+          <el-radio-button :value="2">指定日期生效</el-radio-button>
+        </el-radio-group>
+        <el-date-picker
+          v-if="changeType === 2"
+          v-model="effectiveDate"
+          type="date"
+          value-format="YYYY-MM-DD"
+          placeholder="生效日期"
+          style="width: 150px"
+        />
+        <el-input
+          v-model="remark"
+          placeholder="变更说明（如：四季度系数调整）"
+          style="width: 240px"
+          maxlength="255"
+        />
+        <el-button type="primary" :loading="submitting" @click="submitAll">提交变更</el-button>
+      </div>
+    </el-card>
+
+    <!-- 修改参数 -->
+    <el-dialog v-model="editVisible" title="修改参数" width="440px" destroy-on-close>
+      <template v-if="editTarget">
+        <div class="edit-name">{{ editTarget.item.param_name }}</div>
+        <div class="edit-desc">{{ editTarget.item.description || editTarget.item.param_code }}</div>
+        <el-form label-width="80px" style="margin-top: 16px" @submit.prevent>
+          <el-form-item v-if="editDimensions.length > 1 || editTarget.item.dimension_type !== 'NONE'" label="维度">
+            <el-select v-model="editTarget.dimension" style="width: 100%">
+              <el-option
+                v-for="dim in editDimensions"
+                :key="dim"
+                :label="dimensionLabel(dim)"
+                :value="dim"
+              />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="当前值">
+            <span class="num">{{ currentValue(editTarget.item, editTarget.dimension) ?? editTarget.item.default_value ?? '—' }}</span>
+            <span v-if="editTarget.item.unit" style="color: var(--ys-ink-3)"> {{ editTarget.item.unit }}</span>
+          </el-form-item>
+          <el-form-item label="新值">
+            <el-select
+              v-if="editTarget.item.value_type === 'ENUM'"
+              v-model="editValue"
+              style="width: 100%"
+            >
+              <el-option v-for="opt in editTarget.item.options" :key="opt" :label="opt" :value="opt" />
+            </el-select>
+            <el-input v-else v-model="editValue" placeholder="输入新值（分数式如 4/360 原样保留）" />
+          </el-form-item>
+        </el-form>
+        <div class="edit-tip">
+          取值范围：{{ editTarget.item.value_min ?? '−' }} ~ {{ editTarget.item.value_max ?? '不限' }}；
+          精确分数（如 4/360）原样存储、不做小数截断。
+        </div>
+      </template>
+      <template #footer>
+        <el-button @click="editVisible = false">取消</el-button>
+        <el-button type="primary" @click="confirmEdit">加入待提交</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 版本管理抽屉 -->
+    <el-drawer v-model="versionVisible" title="版本管理" size="760px">
+      <div class="drawer-block">
+        <div class="drawer-row">
+          <el-date-picker
+            v-model="compareFrom"
+            type="date"
+            value-format="YYYY-MM-DD"
+            placeholder="对比起始日期"
+            style="width: 150px"
+          />
+          <el-date-picker
+            v-model="compareTo"
+            type="date"
+            value-format="YYYY-MM-DD"
+            placeholder="对比截止日期"
+            style="width: 150px"
+          />
+          <el-button :loading="comparing" @click="doCompare">对比</el-button>
+          <el-button :loading="exporting" @click="doExport">导出记录</el-button>
+        </div>
+        <template v-if="diffSearched">
+          <div class="drawer-title">快照对比（{{ compareFrom }} → {{ compareTo }}）</div>
+          <el-table :data="diffResult" size="small" max-height="260">
+            <el-table-column prop="param_name" label="参数" min-width="130" />
+            <el-table-column label="维度" width="90">
+              <template #default="{ row }">{{ dimensionLabel(row.dimension_value) }}</template>
+            </el-table-column>
+            <el-table-column label="旧值" min-width="90">
+              <template #default="{ row }">{{ row.old_value ?? '—' }}</template>
+            </el-table-column>
+            <el-table-column label="新值" min-width="90">
+              <template #default="{ row }">
+                <span :class="{ changed: row.changed }">{{ row.new_value ?? '—' }}</span>
+              </template>
+            </el-table-column>
+            <el-table-column label="变化" width="70" align="center">
+              <template #default="{ row }">
+                <el-tag v-if="row.changed" size="small" type="warning" disable-transitions>变化</el-tag>
+              </template>
+            </el-table-column>
+          </el-table>
+        </template>
+      </div>
+
+      <div class="drawer-block">
+        <div class="drawer-title">变更记录</div>
+        <el-table v-loading="batchesLoading" :data="batches" size="small">
+          <el-table-column type="expand">
+            <template #default="{ row }">
+              <div class="batch-items">
+                <template v-if="detailCache[row.id]">
+                  <div v-for="item in detailCache[row.id].items" :key="item.param_code + item.dimension_value" class="batch-item">
+                    <span class="param-name">{{ item.param_name }}</span>
+                    <span class="dim-label">{{ dimensionLabel(item.dimension_value) }}</span>
+                    <span class="num">{{ item.old_value_text ?? '—' }} → <b>{{ item.value_text }}</b></span>
+                  </div>
+                </template>
+                <el-button v-else link size="small" @click="detailOf(row).catch(() => {})">
+                  加载明细…
+                </el-button>
+              </div>
+            </template>
+          </el-table-column>
+          <el-table-column prop="version_no" label="版本号" width="120" />
+          <el-table-column prop="effective_date" label="生效日期" width="110" />
+          <el-table-column label="方式" width="90">
+            <template #default="{ row }">{{ changeTypeText(row.change_type) }}</template>
+          </el-table-column>
+          <el-table-column prop="item_count" label="项数" width="60" align="center" />
+          <el-table-column prop="operator_name" label="操作人" width="90" />
+          <el-table-column label="操作" width="80">
+            <template #default="{ row }">
+              <el-button
+                v-if="row.effective_date > localToday()"
+                link
+                type="danger"
+                size="small"
+                @click="handleWithdraw(row)"
+              >
+                撤回
+              </el-button>
+            </template>
+          </el-table-column>
+        </el-table>
+        <AppPagination
+          :total="batchesTotal"
+          :page-num="batchesPage"
+          :page-size="batchesPageSize"
+          @page-change="(p: number) => { batchesPage = p; void loadBatches() }"
+          @size-change="(s: number) => { batchesPageSize = s; batchesPage = 1; void loadBatches() }"
+        />
+      </div>
+    </el-drawer>
+
+    <!-- 历史抽屉 -->
+    <el-drawer v-model="historyVisible" :title="`参数历史 · ${historyItem?.param_name ?? ''}`" size="560px">
+      <el-table v-loading="historyLoading" :data="historyRows" size="small">
+        <el-table-column prop="effective_date" label="生效日期" width="105" />
+        <el-table-column label="维度" width="90">
+          <template #default="{ row }">{{ dimensionLabel(row.dimension_value) }}</template>
+        </el-table-column>
+        <el-table-column label="旧值 → 新值" min-width="130">
+          <template #default="{ row }">
+            <span class="num">{{ row.old_value_text ?? '—' }} → {{ row.value_text }}</span>
+          </template>
+        </el-table-column>
+        <el-table-column prop="version_no" label="版本" width="115" />
+        <el-table-column prop="operator_name" label="操作人" width="80" />
+      </el-table>
+      <AppPagination
+        :total="historyTotal"
+        :page-num="historyPage"
+        :page-size="historyPageSize"
+        @page-change="(p: number) => { historyPage = p; void loadHistory() }"
+        @size-change="(s: number) => { historyPageSize = s; historyPage = 1; void loadHistory() }"
+      />
+    </el-drawer>
+
+    <!-- 计算预览抽屉 -->
+    <el-drawer v-model="previewVisible" title="计算预览" size="480px">
+      <el-form label-width="90px" @submit.prevent>
+        <el-form-item label="客户类型">
+          <el-select v-model="previewForm.customer_type" style="width: 100%">
+            <el-option v-for="o in CUSTOMER_OPTIONS" :key="o.value" :label="o.label" :value="o.value" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="岗位">
+          <el-select v-model="previewForm.business_role" clearable style="width: 100%">
+            <el-option
+              v-for="role in roleOptions"
+              :key="role.role_code"
+              :label="role.role_name"
+              :value="role.role_code"
+            />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="产品类别">
+          <el-select v-model="previewForm.product_category" style="width: 100%">
+            <el-option v-for="o in PRODUCT_OPTIONS" :key="o.value" :label="o.label" :value="o.value" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="发货日">
+          <el-date-picker
+            v-model="previewForm.ship_date"
+            type="date"
+            value-format="YYYY-MM-DD"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="回款到账日">
+          <el-date-picker
+            v-model="previewForm.receipt_date"
+            type="date"
+            value-format="YYYY-MM-DD"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="销售额">
+          <el-input v-model="previewForm.revenue" placeholder="不含运费" />
+        </el-form-item>
+        <el-form-item label="毛利润额">
+          <el-input v-model="previewForm.profit" placeholder="可为负" />
+        </el-form-item>
+        <el-form-item label="本笔回款">
+          <el-input v-model="previewForm.received_amount" />
+        </el-form-item>
+        <el-form-item label="以物抵顶">
+          <el-switch v-model="previewForm.barter" />
+        </el-form-item>
+        <el-form-item label="试用期">
+          <el-switch v-model="previewForm.probation" />
+        </el-form-item>
+        <el-form-item>
+          <el-button type="primary" :loading="previewLoading" @click="runPreview">试 算</el-button>
+        </el-form-item>
+      </el-form>
+
+      <template v-if="previewResult">
+        <div class="preview-result">
+          <div class="pr-row big">
+            <span>单笔绩效</span><b class="num">{{ previewResult.performance_amount }} 元</b>
+          </div>
+          <div class="pr-row"><span>回款天数</span><b class="num">{{ previewResult.payment_days }} 天</b></div>
+          <div class="pr-row"><span>计提比例</span><b class="num">{{ previewResult.rate }}</b></div>
+          <div class="pr-row"><span>计提说明</span><b>{{ previewResult.rate_text }}</b></div>
+          <div class="pr-row"><span>折算毛利润额</span><b class="num">{{ previewResult.converted_profit }} 元</b></div>
+          <div class="pr-row"><span>毛利润率</span><b class="num">{{ previewResult.profit_rate }}</b></div>
+          <div class="pr-row"><span>起付判定</span><b>{{ previewResult.start_payment_ok ? '已达标' : '未达标（累计中）' }}</b></div>
+          <div class="pr-row"><span>支付权重</span><b class="num">R={{ previewResult.payment_weight_r }}，权重 {{ previewResult.payment_weight }}</b></div>
+          <div class="pr-row"><span>当月可支付</span><b class="num">{{ previewResult.payable_amount }} 元</b></div>
+          <div v-if="previewResult.probation_note" class="pr-note">{{ previewResult.probation_note }}</div>
+        </div>
+        <div class="pr-used">
+          <div class="drawer-title">所用参数（按回款到账日取值）</div>
+          <div v-for="u in previewResult.params_used" :key="u.param_code" class="pr-used-row">
+            {{ u.param_code }} = {{ u.value_text }}
+            <span v-if="u.effective_date" class="eff">（{{ u.effective_date }} 起）</span>
+          </div>
+        </div>
+      </template>
+    </el-drawer>
+  </div>
+</template>
+
+<style scoped>
+.page-toolbar {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 14px;
+}
+
+.page-desc {
+  font-size: 13px;
+  color: var(--ys-ink-2);
+}
+
+.group-title {
+  font-weight: 600;
+  color: var(--ys-ink);
+}
+
+.param-table {
+  width: 100%;
+  border-collapse: collapse;
+}
+
+.param-table th {
+  text-align: left;
+  font-size: 12px;
+  font-weight: 500;
+  letter-spacing: 0.04em;
+  color: var(--ys-ink-2);
+  padding: 6px 8px;
+  border-bottom: 1px solid var(--ys-line);
+}
+
+.param-table td {
+  padding: 10px 8px;
+  border-bottom: 1px solid var(--ys-line);
+  font-size: 13px;
+  vertical-align: top;
+}
+
+.param-name {
+  font-weight: 500;
+}
+
+.param-desc {
+  font-size: 12px;
+  color: var(--ys-ink-3);
+  margin-top: 2px;
+}
+
+.value-row {
+  display: flex;
+  align-items: baseline;
+  gap: 8px;
+  line-height: 1.9;
+}
+
+.dim-label {
+  font-size: 12px;
+  color: var(--ys-ink-3);
+  min-width: 56px;
+}
+
+.num {
+  font-variant-numeric: tabular-nums;
+}
+
+.eff {
+  font-size: 12px;
+  color: var(--ys-ink-3);
+}
+
+.no-value {
+  color: var(--ys-ink-3);
+  font-size: 12px;
+}
+
+.pending-card {
+  margin-top: 14px;
+}
+
+.pending-head {
+  display: flex;
+  align-items: baseline;
+  gap: 12px;
+}
+
+.pending-hint {
+  font-size: 12px;
+  color: var(--ys-ink-3);
+}
+
+.submit-row {
+  display: flex;
+  gap: 10px;
+  align-items: center;
+  margin-top: 14px;
+}
+
+.edit-name {
+  font-size: 15px;
+  font-weight: 600;
+}
+
+.edit-desc {
+  font-size: 12px;
+  color: var(--ys-ink-3);
+  margin-top: 4px;
+}
+
+.edit-tip {
+  font-size: 12px;
+  color: var(--ys-ink-3);
+  background: var(--ys-mist);
+  border-radius: 6px;
+  padding: 8px 12px;
+}
+
+.drawer-block {
+  margin-bottom: 24px;
+}
+
+.drawer-row {
+  display: flex;
+  gap: 10px;
+  align-items: center;
+  margin-bottom: 12px;
+}
+
+.drawer-title {
+  font-size: 13px;
+  font-weight: 600;
+  color: var(--ys-ink-2);
+  margin: 10px 0 8px;
+}
+
+.batch-items {
+  padding: 6px 12px;
+  background: var(--ys-mist);
+  border-radius: 6px;
+}
+
+.batch-item {
+  display: flex;
+  gap: 10px;
+  align-items: baseline;
+  font-size: 12.5px;
+  line-height: 2;
+}
+
+.batch-item .param-name {
+  min-width: 130px;
+  color: var(--ys-ink);
+}
+
+.changed {
+  color: var(--ys-indigo);
+  font-weight: 600;
+}
+
+.preview-result {
+  margin-top: 18px;
+  border: 1px solid var(--ys-line);
+  border-radius: 10px;
+  padding: 16px 18px;
+  background: linear-gradient(180deg, #ffffff, #fcfcfe);
+}
+
+.pr-row {
+  display: flex;
+  justify-content: space-between;
+  align-items: baseline;
+  padding: 6px 0;
+  font-size: 13px;
+  color: var(--ys-ink-2);
+}
+
+.pr-row.big {
+  border-bottom: 1px solid var(--ys-line);
+  margin-bottom: 6px;
+  padding-bottom: 10px;
+}
+
+.pr-row.big b {
+  font-size: 20px;
+  color: var(--ys-indigo);
+}
+
+.pr-row b {
+  color: var(--ys-ink);
+  font-weight: 600;
+}
+
+.pr-note {
+  margin-top: 10px;
+  font-size: 12px;
+  color: var(--ys-warn);
+  background: #fbf4e4;
+  border-radius: 6px;
+  padding: 8px 12px;
+}
+
+.pr-used {
+  margin-top: 16px;
+}
+
+.pr-used-row {
+  font-size: 12px;
+  color: var(--ys-ink-2);
+  line-height: 2;
+  font-variant-numeric: tabular-nums;
+}
+</style>