PayrollManagementSystem/backend/app/schemas/dashboard.py
liuwenxin 39a3fa7796 fix(dashboard): 修复普通用户落地页与待办角色过滤
- 新增 router/access.ts 统一准入与落地页(工作台→业务数据→回款),
  守卫/登录回跳/菜单/面包屑复用;普通用户不再被无限重定向
- 待办按角色映射在途审批节点(财务/领导/admin),admin 不代办但可查全部
- 预警排除已终止业务;WarningBlock.total 为全量命中数;回款趋势改日期范围
- 工作台加载请求序号防竞态;KPI 口径说明补经理分成/调整单
- 新增 role_home_flow e2e,更新 system_management 普通用户断言

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-10-20 09:45:03 +08:00

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"""工作台的请求/响应模型(M4 ⑧)。
四区块一次返回(前端一次请求渲染整页,避免 6-10 次往返):
经营绩效总览 / 待办事项 / 风险预警 / 最近动态。金额一律 Decimal
(序列化为字符串),前端不做数值运算。
待办与预警为**查询时实时派生**(不落库、不引调度器,见计划决策);
⑥ T+ 同步未建前,同步相关条目用 `sync_available=false` 显式降级,
不返回伪造的 0 条。
"""
from datetime import date, datetime
from decimal import Decimal
from pydantic import BaseModel, Field
class TrendPoint(BaseModel):
"""近 6 个月趋势点(绩效按台账归属月,回款按到账月)。"""
month: str
performance_total: Decimal | None = None
receipt_total: Decimal | None = None
class SettlementBrief(BaseModel):
"""当月月结状态(工作台总览角标)。"""
exists: bool = False
status: int | None = Field(default=None, description="1草稿 2待审批 3已审定 4已驳回")
total_performance: Decimal | None = None
total_payable: Decimal | None = None
locked_at: datetime | None = None
class OverviewBlock(BaseModel):
"""经营绩效总览(FR-033):口径与台账/月结一致。"""
month: str
performance_total: Decimal | None = Field(default=None, description="当月单笔绩效合计")
payable_total: Decimal | None = Field(default=None, description="当月应付绩效合计")
person_count: int = Field(default=0, description="当月有台账的人员数(拆行去重)")
team_count: int = Field(default=0, description="在职营销经理数(团队数)")
settlement: SettlementBrief
trend: list[TrendPoint] = Field(default_factory=list, description="近 6 个月")
note: str = Field(default="", description="口径说明(页面展示)")
class ApprovalTodoItem(BaseModel):
"""待审批条目。"""
order_id: int
order_no: str
order_type: int
submitter_name: str | None = None
create_time: datetime
class ReceiptTodoItem(BaseModel):
"""回款未指定发货批次条目。"""
receipt_id: int
receipt_batch_no: str
business_id: int
business_no: str | None = None
amount: Decimal
receipt_date: date
class TodoBlock(BaseModel):
"""待办事项(FR-034,澄清 #11 起步范围)。"""
pending_approval_total: int = 0
pending_approvals: list[ApprovalTodoItem] = Field(default_factory=list)
unassigned_receipt_total: int = 0
unassigned_receipts: list[ReceiptTodoItem] = Field(default_factory=list)
sync_available: bool = Field(default=False, description="⑥ 同步模块是否已启用")
sync_failure_total: int = 0
class WarningItem(BaseModel):
"""风险预警条目(实时派生,不改变业务数据)。"""
code: str = Field(description="规则编码:receipt_overdue / approval_timeout")
level: str = Field(description="级别:warning / danger")
object_type: str
object_id: int
title: str
detail: str
suggest: str
link: str | None = Field(default=None, description="前端跳转路径")
class WarningBlock(BaseModel):
"""风险预警(FR-035,首批两条可算规则;同步规则待 ⑥)。"""
enabled: bool = True
receipt_overdue_days: int = 90
approval_timeout_days: int = 3
items: list[WarningItem] = Field(default_factory=list)
total: int = Field(default=0, description="全部规则命中总数(items 仅为展示上限内的子集)")
receipt_overdue_total: int = 0
approval_timeout_total: int = 0
sync_available: bool = False
class ActivityItem(BaseModel):
"""最近动态条目(来源 operation_logs,只读聚合)。"""
id: int
module: str
action: str
summary: str
username: str | None = None
success: int
create_time: datetime
class DashboardOut(BaseModel):
"""工作台四区块一次性响应。"""
month: str
overview: OverviewBlock
todos: TodoBlock
warnings: WarningBlock
activities: list[ActivityItem] = Field(default_factory=list)