PayrollManagementSystem/backend/alembic/versions/e1133a7c670a_add_base_data_tables.py
liuwenxin 20fcf06f51 feat(business): 新增业务数据七表及 V5 迁移(业务/明细/状态留痕/发货/回款/评级配置)
- businesses 五项汇总冗余列服务层事务内维护;毛利润不落库(派生值,M3 台账固化)
- 行级 product_category 折算锚点(#14);回款 settlement_status 预置为 M3 防重锚点
- 评级等级种子四条(迁移+init-dev 双写);编号前缀常量 YW/SH/HK
- 双轨 SQL 同步(V4/V5 重导,schema_sync+test_models 164 例全绿)

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-10-13 11:22:34 +08:00

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"""基础数据管理六表:人员/辐射区域/拓展计划/产品/客户/归属变更留痕(M2)
- personnel / personnel_regions / personnel_plans:人员档案及其 1:N 子表
- products:产品主数据(类别锚定折算阈值参数)
- customers:客户档案(公司名称+负责人为业务唯一标识)
- ownership_change_logs:归属变更留痕(append-only,不回溯历史)
- 六张表的 T+ 同步预留列(source_no 等)全部可空、不设唯一键(对照表 #26)
Revision ID: e1133a7c670a
Revises: bfbda9c3191d
Create Date: 2026-10-13 09:36:02.219248
"""
from collections.abc import Sequence
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects import mysql
# revision identifiers, used by Alembic.
revision: str = "e1133a7c670a"
down_revision: str | Sequence[str] | None = "bfbda9c3191d"
branch_labels: str | Sequence[str] | None = None
depends_on: str | Sequence[str] | None = None
def upgrade() -> None:
"""应用迁移。"""
# ### commands auto generated by Alembic - please adjust! ###
op.create_table(
"products",
sa.Column(
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
),
sa.Column("product_name", sa.String(length=128), nullable=False, comment="产品名称"),
sa.Column(
"spec_model",
sa.String(length=128),
server_default="",
nullable=False,
comment="规格型号(空串而非 NULL:参与组合唯一键,MySQL 组合索引对 NULL 不去重)",
),
sa.Column("unit", sa.String(length=16), nullable=True, comment="计量单位"),
sa.Column(
"stock_quantity",
sa.Numeric(precision=14, scale=2),
nullable=True,
comment="数量(T+ 同步原样存储,语义待 IT 确认)",
),
sa.Column(
"sale_price",
sa.Numeric(precision=14, scale=4),
nullable=True,
comment="销售单价(元,T+ 同步)",
),
sa.Column(
"product_category",
sa.String(length=32),
nullable=False,
comment="产品类别:municipal_water市政水利 rail_transit轨道交通(决定折算阈值 30%/20%;T+同步不覆盖)",
),
sa.Column(
"status",
mysql.TINYINT(),
server_default="1",
nullable=False,
comment="状态:1启用 0停用",
),
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
sa.Column(
"create_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP"),
nullable=False,
comment="创建时间",
),
sa.Column(
"update_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
nullable=False,
comment="更新时间",
),
sa.Column(
"source_no",
sa.String(length=64),
nullable=True,
comment="T+ 原始单据号(同步幂等去重锚点;唯一键待 IT 定键后升级)",
),
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
sa.Column(
"sync_batch_no",
sa.String(length=32),
nullable=True,
comment="同步批次号(同步模块写入)",
),
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
sa.PrimaryKeyConstraint("id", name=op.f("pk_products")),
sa.UniqueConstraint("product_name", "spec_model", name="uk_products_name_spec"),
comment="产品表(类别锚定折算阈值参数;T+同步不覆盖产品类别)",
mysql_charset="utf8mb4",
mysql_collate="utf8mb4_general_ci",
mysql_engine="InnoDB",
)
op.create_index(op.f("idx_products_source_no"), "products", ["source_no"], unique=False)
op.create_table(
"ownership_change_logs",
sa.Column(
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
),
sa.Column(
"owner_type", mysql.TINYINT(), nullable=False, comment="归属类型:1客户归属 2业务归属"
),
sa.Column(
"customer_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="客户ID(固化,owner_type=1 时非空)",
),
sa.Column(
"business_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="业务ID(固化,owner_type=2 时非空)",
),
sa.Column(
"old_owner_personnel_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="变更前负责营销人员ID(固化)",
),
sa.Column(
"new_owner_personnel_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="变更后负责营销人员ID(固化)",
),
sa.Column(
"old_assistant_personnel_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="变更前协助营销人员ID(固化,仅业务归属使用)",
),
sa.Column(
"new_assistant_personnel_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="变更后协助营销人员ID(固化,仅业务归属使用)",
),
sa.Column("change_reason", sa.String(length=255), nullable=True, comment="变更原因"),
sa.Column(
"operator_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="操作人ID(账号删除后置空)",
),
sa.Column(
"operator_name",
sa.String(length=64),
nullable=False,
comment="操作人用户名(冗余固化)",
),
sa.Column(
"create_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP"),
nullable=False,
comment="创建时间",
),
sa.ForeignKeyConstraint(
["operator_id"],
["users.id"],
name=op.f("fk_ownership_change_logs_operator_id"),
ondelete="SET NULL",
),
sa.PrimaryKeyConstraint("id", name=op.f("pk_ownership_change_logs")),
comment="归属变更记录表(append-only;客户/业务归属变更留痕,不回溯历史)",
mysql_charset="utf8mb4",
mysql_collate="utf8mb4_general_ci",
mysql_engine="InnoDB",
)
op.create_index(
op.f("idx_ownership_change_logs_customer_id"),
"ownership_change_logs",
["customer_id"],
unique=False,
)
op.create_index(
op.f("idx_ownership_change_logs_business_id"),
"ownership_change_logs",
["business_id"],
unique=False,
)
op.create_index(
op.f("idx_ownership_change_logs_create_time"),
"ownership_change_logs",
["create_time"],
unique=False,
)
op.create_table(
"personnel",
sa.Column(
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
),
sa.Column("personnel_name", sa.String(length=64), nullable=False, comment="姓名"),
sa.Column(
"business_role_id",
mysql.BIGINT(unsigned=True),
nullable=False,
comment="岗位角色ID(决定计提公式模板;T+同步不覆盖)",
),
sa.Column(
"manager_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="直属营销经理ID(NULL=经理本人或未分配;团队成员关系锚点)",
),
sa.Column("phone", sa.String(length=20), nullable=True, comment="联系电话"),
sa.Column("hire_date", sa.Date(), nullable=True, comment="入职日期"),
sa.Column(
"is_probation",
mysql.TINYINT(),
server_default="0",
nullable=False,
comment="是否试用期:1是 0否(试用期绩效照算不发放)",
),
sa.Column(
"salary_standard",
sa.Numeric(precision=12, scale=2),
nullable=True,
comment="月工资标准(元;T+同步不覆盖)",
),
sa.Column(
"status",
mysql.TINYINT(),
server_default="1",
nullable=False,
comment="状态:1在职 0离职(离职人员不可再被业务/客户归属引用)",
),
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
sa.Column(
"create_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP"),
nullable=False,
comment="创建时间",
),
sa.Column(
"update_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
nullable=False,
comment="更新时间",
),
sa.Column(
"source_no",
sa.String(length=64),
nullable=True,
comment="T+ 原始单据号(同步幂等去重锚点;唯一键待 IT 定键后升级)",
),
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
sa.Column(
"sync_batch_no",
sa.String(length=32),
nullable=True,
comment="同步批次号(同步模块写入)",
),
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
sa.ForeignKeyConstraint(
["business_role_id"],
["business_roles.id"],
name=op.f("fk_personnel_business_role_id"),
ondelete="RESTRICT",
),
sa.ForeignKeyConstraint(
["manager_id"],
["personnel.id"],
name=op.f("fk_personnel_manager_id"),
ondelete="RESTRICT",
),
sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel")),
comment="营销人员表(T+同步不覆盖岗位与工资标准)",
mysql_charset="utf8mb4",
mysql_collate="utf8mb4_general_ci",
mysql_engine="InnoDB",
)
op.create_index(
op.f("idx_personnel_business_role_id"), "personnel", ["business_role_id"], unique=False
)
op.create_index(op.f("idx_personnel_manager_id"), "personnel", ["manager_id"], unique=False)
op.create_index(op.f("idx_personnel_source_no"), "personnel", ["source_no"], unique=False)
op.create_table(
"customers",
sa.Column(
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
),
sa.Column("company_name", sa.String(length=128), nullable=False, comment="公司名称"),
sa.Column(
"owner_name",
sa.String(length=64),
nullable=False,
comment="客户负责人姓名(客户公司负责人的人名,非系统人员)",
),
sa.Column("contact_person", sa.String(length=64), nullable=True, comment="联系人"),
sa.Column("contact_phone", sa.String(length=20), nullable=True, comment="联系电话"),
sa.Column("address", sa.String(length=255), nullable=True, comment="地址"),
sa.Column("industry", sa.String(length=64), nullable=True, comment="所属行业(自由文本)"),
sa.Column(
"customer_type",
sa.String(length=32),
server_default="personal",
nullable=False,
comment="客户分类:personal个人户 manager_personal经理个人户 enterprise企业户(计提规则匹配锚点;T+同步不覆盖)",
),
sa.Column(
"owner_personnel_id",
mysql.BIGINT(unsigned=True),
nullable=True,
comment="归属负责营销人员ID(手动修改不回溯历史,变更留痕见 ownership_change_logs)",
),
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
sa.Column(
"create_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP"),
nullable=False,
comment="创建时间",
),
sa.Column(
"update_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
nullable=False,
comment="更新时间",
),
sa.Column(
"source_no",
sa.String(length=64),
nullable=True,
comment="T+ 原始单据号(同步幂等去重锚点;唯一键待 IT 定键后升级)",
),
sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
sa.Column(
"sync_batch_no",
sa.String(length=32),
nullable=True,
comment="同步批次号(同步模块写入)",
),
sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
sa.ForeignKeyConstraint(
["owner_personnel_id"],
["personnel.id"],
name=op.f("fk_customers_owner_personnel_id"),
ondelete="RESTRICT",
),
sa.PrimaryKeyConstraint("id", name=op.f("pk_customers")),
sa.UniqueConstraint("company_name", "owner_name", name="uk_customers_company_owner"),
comment="客户表(公司名称+负责人为业务唯一标识;T+同步不覆盖客户分类)",
mysql_charset="utf8mb4",
mysql_collate="utf8mb4_general_ci",
mysql_engine="InnoDB",
)
op.create_index(
op.f("idx_customers_customer_type"), "customers", ["customer_type"], unique=False
)
op.create_index(
op.f("idx_customers_owner_personnel_id"), "customers", ["owner_personnel_id"], unique=False
)
op.create_index(op.f("idx_customers_source_no"), "customers", ["source_no"], unique=False)
op.create_table(
"personnel_plans",
sa.Column(
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
),
sa.Column(
"personnel_id",
mysql.BIGINT(unsigned=True),
nullable=False,
comment="人员ID(personnel.id)",
),
sa.Column(
"plan_period",
sa.String(length=32),
nullable=False,
comment="计划期间(如 2026Q1、2026-05)",
),
sa.Column("plan_content", sa.String(length=500), nullable=False, comment="计划内容"),
sa.Column(
"target_desc", sa.String(length=255), nullable=True, comment="指标说明(文字描述)"
),
sa.Column(
"source_no", sa.String(length=64), nullable=True, comment="T+ 原始条目号(预留)"
),
sa.Column(
"create_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP"),
nullable=False,
comment="创建时间",
),
sa.Column(
"update_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
nullable=False,
comment="更新时间",
),
sa.ForeignKeyConstraint(
["personnel_id"],
["personnel.id"],
name=op.f("fk_personnel_plans_personnel_id"),
ondelete="RESTRICT",
),
sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel_plans")),
comment="市场拓展计划表",
mysql_charset="utf8mb4",
mysql_collate="utf8mb4_general_ci",
mysql_engine="InnoDB",
)
op.create_index(
op.f("idx_personnel_plans_personnel_id"), "personnel_plans", ["personnel_id"], unique=False
)
op.create_table(
"personnel_regions",
sa.Column(
"id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
),
sa.Column(
"personnel_id",
mysql.BIGINT(unsigned=True),
nullable=False,
comment="人员ID(personnel.id)",
),
sa.Column(
"region_name",
sa.String(length=128),
nullable=False,
comment="区域名称(产品辐射地理范围)",
),
sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
sa.Column(
"create_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP"),
nullable=False,
comment="创建时间",
),
sa.Column(
"update_time",
sa.DateTime(),
server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
nullable=False,
comment="更新时间",
),
sa.ForeignKeyConstraint(
["personnel_id"],
["personnel.id"],
name=op.f("fk_personnel_regions_personnel_id"),
ondelete="RESTRICT",
),
sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel_regions")),
comment="产品辐射区域表",
mysql_charset="utf8mb4",
mysql_collate="utf8mb4_general_ci",
mysql_engine="InnoDB",
)
op.create_index(
op.f("idx_personnel_regions_personnel_id"),
"personnel_regions",
["personnel_id"],
unique=False,
)
# ### end Alembic commands ###
def downgrade() -> None:
"""回滚迁移。
**注意(autogenerate 不会替你处理)**:生成的 `op.drop_index` 与
`op.drop_table` 顺序需人工检查 —— 若某索引是外键的唯一支撑索引,
单独 drop_index 会报 MySQL 1553(needed in a foreign key constraint)。
**整表回滚应只保留 `op.drop_table`**,DROP TABLE 会连带删除索引与外键。
"""
op.drop_table("personnel_regions")
op.drop_table("personnel_plans")
op.drop_table("customers")
op.drop_table("personnel")
op.drop_table("ownership_change_logs")
op.drop_table("products")