PayrollManagementSystem/backend/app/schemas/settlement.py
liuwenxin ebb3a92f25 fix(report): 报表统计修复批次——对账口径、导出审计与月份校验
- 部门汇总全公司 5% 按每位有台账聚合行的营销经理各计一次,
  团队应发小计取聚合额 + 调整净额;与月结 total_payable 对拍
  (有调整单时 + adjust_net_total),分列舍入差单列
- 人员归属按行类型拆分(普通/经理个人户/仅调整单),调整单全量并入,
  团队与未分配不重复;按经理筛选只汇总展示团队
- 导出改单 sheet 分块签字稿,审计覆盖取数与超限;筛选页眉 ID→名称
- 月份校验抽 core/month,报表/月结/调整单非法月份统一 400;
  岗位只读选项供财务/领导筛选
- 前端修复:部门下钻带入筛选、回款多桶独立状态、打印截断判定、
  summary 请求序号保护

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-10-20 09:44:43 +08:00

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"""月度结算的请求/响应模型(M3 ④)。"""
from datetime import datetime
from decimal import Decimal
from pydantic import BaseModel, ConfigDict, Field, field_validator
from app.core.month import validate_month
from app.core.response import PageQuery
def _check_month(value: str) -> str:
"""月份格式 YYYY-MM 且月份 01-12(settlement_month 全表唯一的维度)。"""
return validate_month(value)
class SettlementGenerateIn(BaseModel):
"""月结生成入参。"""
month: str = Field(description="结算月份 YYYY-MM")
@field_validator("month")
@classmethod
def _v_month(cls, value: str) -> str:
return _check_month(value)
class SettlementQuery(PageQuery):
"""月结列表查询。"""
status: int | None = Field(default=None, ge=1, le=4, description="状态筛选")
class SettlementItemOut(BaseModel):
"""月结明细行。"""
model_config = ConfigDict(from_attributes=True)
id: int
personnel_id: int
personnel_name: str
role_code: str
calc_type: int
performance_sum: Decimal
payable_sum: Decimal
basic_amount: Decimal | None = None
salary_mode: str | None = None
net_amount: Decimal | None = None
is_probation: int
probation_note: str | None = None
class SettlementOut(BaseModel):
"""月结头表响应。"""
model_config = ConfigDict(from_attributes=True)
id: int
settlement_month: str
status: int
total_performance: Decimal | None = None
total_payable: Decimal | None = None
person_count: int
approval_order_no: str | None = None
submitter_name: str
locked_at: datetime | datetime | None = None
locked_by: str | None = None
create_time: datetime
class SettlementDetailOut(SettlementOut):
"""月结详情:附明细。"""
items: list[SettlementItemOut] = Field(default_factory=list)
class AdjustmentCreateIn(BaseModel):
"""调整单创建入参(金额恒正,方向表达补发/扣减)。"""
model_config = ConfigDict(str_strip_whitespace=True)
settlement_month: str = Field(description="调整月份 YYYY-MM")
personnel_id: int = Field(ge=1, description="调整人员ID")
direction: int = Field(ge=1, le=2, description="1补发 2扣减")
# 正则先拦格式(非负两位小数、≤12 位整数防 NUMERIC(14,2) 溢出);
# 「> 0」由服务层判定(schema 只管形状,语义校验留在 service)
amount: str = Field(
pattern=r"^\d{1,12}(\.\d{1,2})?$",
description="金额(元,两位小数,恒正)",
)
reason: str = Field(min_length=1, max_length=255, description="扣补说明")
@field_validator("settlement_month")
@classmethod
def _v_settlement_month(cls, value: str) -> str:
return _check_month(value)