20fcf06f51
- 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>
219 lines
9.8 KiB
Python
219 lines
9.8 KiB
Python
"""业务数据模型：业务单、产品明细与状态流转留痕。
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- 汇总冗余列（total_* 五列）由服务层在明细/发货/回款增删改时**事务内单点
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重算**，禁手工直改 —— 列表页与 M3 起付判定直接读冗余列，避免每次 JOIN
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聚合；代价是所有写路径必须重算（business_service 统一收口）
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- 毛利润相关值（毛利润额/毛利润率/折算毛利润额）**不落库**：它们是
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sale_amount/cost_amount + 时点化阈值参数的派生值，落库会在成本调整或
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参数改版后漂移出「假快照」；M2 以只读毛利润视图实时计算（复用
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formula.profit_rate/converted_profit），M3 核算台账才是法定固化点
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- product_category 存在明细行级：混合业务按产品逐条计算（对照表 #14）
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- 运费仅记录展示，不计入毛利润口径（对照表 #2）；协助营销人员一期核算
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不使用（对照表 #15 剔除协助 25% 分成），字段保留仅记录事实（需规 2.2.1）
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"""
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from datetime import date, datetime
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from decimal import Decimal
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from sqlalchemy import Date, DateTime, ForeignKey, Index, Numeric, String, text
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from sqlalchemy.orm import Mapped, mapped_column
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from app.models.base import (
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BIGINT_UNSIGNED,
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TINYINT_TYPE,
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Base,
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TimestampMixin,
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TPlusSyncMixin,
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mysql_table_args,
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)
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# 业务状态（businesses.status，流转规则见 business_service：终态不可变更）
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BUSINESS_STATUS_ACTIVE = 1
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BUSINESS_STATUS_DONE = 2
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BUSINESS_STATUS_TERMINATED = 3
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class Business(Base, TimestampMixin, TPlusSyncMixin):
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"""业务表（需求 2.2.1）：业务编号自动生成，即报表 2.4.1 的「合同编号」。"""
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__tablename__ = "businesses"
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__table_args__ = mysql_table_args(
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"业务表（业务编号自动生成；T+同步不覆盖业务状态）",
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Index("idx_businesses_customer_id", "customer_id"),
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Index("idx_businesses_owner_personnel_id", "owner_personnel_id"),
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Index("idx_businesses_status", "status"),
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Index("idx_businesses_business_date", "business_date"),
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)
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id: Mapped[int] = mapped_column(
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BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
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)
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business_no: Mapped[str] = mapped_column(
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String(32),
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nullable=False,
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unique=True,
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comment="业务编号，自动生成 YW{YYYYMMDD}-{4位当日序号}（报表合同编号）",
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)
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customer_id: Mapped[int] = mapped_column(
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BIGINT_UNSIGNED,
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ForeignKey("customers.id", ondelete="RESTRICT"),
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nullable=False,
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comment="客户ID（customers.id）",
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)
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business_date: Mapped[date | None] = mapped_column(Date, comment="业务日期（T+ 同步口径）")
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status: Mapped[int] = mapped_column(
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TINYINT_TYPE,
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nullable=False,
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server_default="1",
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comment="业务状态：1执行中 2已完成 3已终止（终态不可变更；T+同步不覆盖）",
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)
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owner_personnel_id: Mapped[int | None] = mapped_column(
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BIGINT_UNSIGNED,
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ForeignKey("personnel.id", ondelete="RESTRICT"),
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comment="负责营销人员ID（核算归属锚点；NULL=待指定，M3 核算前置校验非空；变更留痕不回溯）",
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)
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assistant_personnel_id: Mapped[int | None] = mapped_column(
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BIGINT_UNSIGNED,
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ForeignKey("personnel.id", ondelete="RESTRICT"),
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comment="协助营销人员ID（一期核算不使用，对照表 #15；仅记录事实）",
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)
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is_special: Mapped[int] = mapped_column(
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TINYINT_TYPE,
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nullable=False,
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server_default="0",
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comment="特殊业务标记：1是 0否（公司参与等）",
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)
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special_note: Mapped[str | None] = mapped_column(String(255), comment="特殊业务说明")
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total_sale_amount: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 2),
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server_default="0",
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comment="销售额合计（明细行汇总冗余，服务层事务内维护，禁手工直改；不含运费口径）",
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)
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total_cost_amount: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 2),
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server_default="0",
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comment="成本合计（明细行汇总冗余，服务层事务内维护，禁手工直改）",
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)
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total_ship_amount: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 2),
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server_default="0",
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comment="发货金额合计（发货明细汇总冗余，服务层事务内维护，禁手工直改）",
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)
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total_received_amount: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 2),
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server_default="0",
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comment="回款合计（回款记录汇总冗余，服务层事务内维护；M3 起付判定直接消费）",
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)
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total_freight_amount: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 2),
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server_default="0",
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comment="运费合计（发货单汇总冗余，仅记录展示；不计入毛利润口径，对照表 #2）",
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)
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remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
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class BusinessItem(Base, TimestampMixin):
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"""业务产品明细表（需求 2.2.1/2.2.4）：毛利润的行级源数据。
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product_id 可空=自由录入产品（配合「数据提取」一键入产品库）；
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产品名称/规格冗余固化，防产品改名影响历史业务。
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sale_amount 由服务层按 数量×单价 计算固化，不信任前端传值。
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cost_amount 来源待 T+ 对接确认（可空，人工可录先行）。
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"""
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__tablename__ = "business_items"
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__table_args__ = mysql_table_args(
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"业务产品明细表（毛利润行级源数据；指导价 T+同步不覆盖）",
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Index("idx_business_items_business_id", "business_id"),
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Index("idx_business_items_product_id", "product_id"),
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Index("idx_business_items_product_category", "product_category"),
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)
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id: Mapped[int] = mapped_column(
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BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
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)
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business_id: Mapped[int] = mapped_column(
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BIGINT_UNSIGNED,
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ForeignKey("businesses.id", ondelete="RESTRICT"),
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nullable=False,
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comment="业务ID（businesses.id）",
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)
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product_id: Mapped[int | None] = mapped_column(
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BIGINT_UNSIGNED,
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ForeignKey("products.id", ondelete="RESTRICT"),
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comment="产品ID（products.id；NULL=自由录入，未入产品库）",
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)
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product_name: Mapped[str] = mapped_column(
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String(128), nullable=False, comment="产品名称（引用产品时冗余固化）"
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)
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spec_model: Mapped[str] = mapped_column(
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String(128),
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nullable=False,
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server_default="''",
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comment="规格型号（冗余固化；空串对齐 products 组合唯一键口径）",
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)
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unit: Mapped[str | None] = mapped_column(String(16), comment="计量单位")
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product_category: Mapped[str] = mapped_column(
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String(32),
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nullable=False,
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comment="产品类别（行级折算锚点，混合业务按产品逐条计算，对照表 #14；值域同 PRODUCT_CATEGORIES）",
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)
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quantity: Mapped[Decimal] = mapped_column(Numeric(14, 2), nullable=False, comment="数量（>0）")
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sale_price: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 4), comment="销售单价（元；T+ 同步或人工）"
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)
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sale_amount: Mapped[Decimal] = mapped_column(
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Numeric(14, 2),
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nullable=False,
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comment="销售额 = 数量×销售单价（服务层计算固化；不含运费口径，毛利润率分母）",
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)
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cost_amount: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 2),
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comment="成本额（T+ 同步或人工录入，来源待 T+ 确认；毛利润额 = 销售额 − 成本额）",
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)
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guided_price: Mapped[Decimal | None] = mapped_column(
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Numeric(14, 4), comment="指导价（人工录入；T+同步不覆盖，需规 2.2.1/2.2.4）"
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)
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remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
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class BusinessStatusLog(Base):
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"""业务状态变更记录表（append-only，需求 2.2.1「支持状态变更记录」）。
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不继承 TimestampMixin（留痕无更新语义）；business_id 为无外键的固化 ID
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（businesses 建表在本表之后的迁移批次内 —— 实为同批，但留痕统一口径：
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被引用方删除后记录仍完整可读，删除保护由服务层检查承担）。
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首条记录在业务创建时写入（old=new=1 执行中），详情页时间线从创建起展示。
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"""
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__tablename__ = "business_status_logs"
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__table_args__ = mysql_table_args(
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"业务状态变更记录表（append-only）",
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Index("idx_business_status_logs_business_id", "business_id"),
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Index("idx_business_status_logs_create_time", "create_time"),
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)
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id: Mapped[int] = mapped_column(
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BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
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)
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business_id: Mapped[int] = mapped_column(
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BIGINT_UNSIGNED,
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comment="业务ID（固化，无外键；删除保护由服务层承担）",
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)
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old_status: Mapped[int] = mapped_column(
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TINYINT_TYPE, nullable=False, comment="变更前状态（创建首条为 1）"
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)
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new_status: Mapped[int] = mapped_column(TINYINT_TYPE, nullable=False, comment="变更后状态")
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change_reason: Mapped[str | None] = mapped_column(String(255), comment="变更原因（终止时必填）")
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operator_id: Mapped[int | None] = mapped_column(
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BIGINT_UNSIGNED,
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ForeignKey("users.id", ondelete="SET NULL"),
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comment="操作人ID（账号删除后置空）",
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)
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operator_name: Mapped[str] = mapped_column(
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String(64), nullable=False, comment="操作人用户名（冗余固化）"
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)
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create_time: Mapped[datetime] = mapped_column(
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DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
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)
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