1e53792ad6
打通 T+ 快照、业务、发货、回款和核算准备链路，保留来源差异并提供待补状态。 新增业务自动接入任务、跨平台读取服务托管、权限复核、来源关联和前端核对页面。 补充迁移、隔离集成测试、浏览器模拟验收及角色授权边界修复。
194 lines
7.3 KiB
Python
194 lines
7.3 KiB
Python
"""完整工资按人汇总：基本工资只计一次，试用期缓发及年度释放分列。"""
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from decimal import ROUND_HALF_UP, Decimal
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from sqlalchemy import select
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from app.models import BusinessRole, Personnel, ProbationPayment, SettlementItem
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from app.services import formula, probation_service
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from app.services.manager_share import month_end
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ZERO = Decimal("0")
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def build_items(session, rows, month):
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from app.services import personnel_salary
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from app.services.settlement_service import _salary_mode_of
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end = month_end(month)
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from app.services.personnel_roles import frozen_roles
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historical_roles = frozen_roles(session, rows, end)
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# 人员锁同时串行化不同工资月份对同一年度缓发余额的结清。
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people = {
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p.id: p for p in session.scalars(select(Personnel).order_by(Personnel.id).with_for_update())
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}
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roles = {r.id: r.role_code for r in session.scalars(select(BusinessRole))}
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profiles = {pid: personnel_salary.resolve(person, end) for pid, person in people.items()}
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buckets = {}
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def bucket(person):
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return buckets.setdefault(
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person.id,
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{
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"person": person,
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"performance": ZERO,
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"normal": ZERO,
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"deferred": ZERO,
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"ledger_ids": [],
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"annual": [],
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"details": [],
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},
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)
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for person in people.values():
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if (
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personnel_salary.employed(person, profiles[person.id], end)
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and profiles[person.id].salary_standard is not None
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):
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bucket(person)
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for row in rows:
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person = people.get(row.personnel_id)
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if person is None:
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continue
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item = bucket(person)
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item["performance"] += row.performance_amount or ZERO
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key = "deferred" if row.is_probation == 1 else "normal"
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item[key] += row.payable_amount or ZERO
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item["ledger_ids"].append(row.id)
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item["details"].append(
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{
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"ledger_id": row.id,
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"calc_type": row.calc_type,
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"performance": str(row.performance_amount or ZERO),
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"payable": str(row.payable_amount or ZERO),
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}
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)
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probation_service.record(session, row)
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session.flush()
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preview = probation_service.preview(session, month, lock=True)
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for annual in preview["rows"]:
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person = people.get(annual["personnel_id"])
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if person is None or not Decimal(annual["delta"]):
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continue
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later = session.scalars(
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select(ProbationPayment).where(
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ProbationPayment.personnel_id == person.id,
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ProbationPayment.year == annual["year"],
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ProbationPayment.month > month,
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)
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)
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if any(probation_service.payment_state(session, payment, True) != "ignored" for payment in later):
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from app.core.exceptions import BadRequestError
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raise BadRequestError("该年度已有后续月份结清记录，请按月份顺序处理差额")
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bucket(person)["annual"].append(annual)
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result = []
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for pid, values in sorted(buckets.items()):
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person = values["person"]
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profile = profiles[pid]
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role = historical_roles.get(pid, roles.get(profile.business_role_id, "salesperson"))
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mode = _salary_mode_of(session, role, month)
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annual = sum((Decimal(r["delta"]) for r in values["annual"]), ZERO)
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normal = values["normal"]
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basic = profile.salary_standard if personnel_salary.employed(person, profile, end) else ZERO
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trial = probation_service.on_date(profile, end)
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net = (
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((basic or ZERO) + normal + annual)
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if trial
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else formula.monthly_salary(normal + annual, basic, mode)
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)
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result.append(
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SettlementItem(
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personnel_id=pid,
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personnel_name=person.personnel_name,
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role_code=role,
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calc_type=2 if role == "sales_manager" else 1,
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performance_sum=values["performance"].quantize(
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Decimal("0.01"), rounding=ROUND_HALF_UP
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),
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payable_sum=(normal + annual).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP),
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normal_payable_sum=normal,
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deferred_sum=values["deferred"],
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probation_payment_sum=annual,
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basic_amount=basic,
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salary_mode="INCLUDE" if trial else mode,
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net_amount=net.quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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if net is not None
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else None,
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is_probation=int(trial),
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probation_note="试用期绩效进入缓发台账；本月仅发基本工资及符合条件的年度补发"
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if trial
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else None,
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snapshot_json={
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"ledger_ids": values["ledger_ids"],
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"calculation_details": values["details"],
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"probation_settlements": values["annual"],
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},
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)
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)
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return result, [row.id for row in rows]
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def frozen_rows(session, month, personnel_ids=None):
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from app.models import MonthlySettlement
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statement = (
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select(SettlementItem)
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.join(MonthlySettlement)
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.where(MonthlySettlement.settlement_month == month)
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)
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if personnel_ids is not None:
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statement = statement.where(SettlementItem.personnel_id.in_(personnel_ids))
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return [
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{
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"personnel_id": item.personnel_id,
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"personnel_name": item.personnel_name,
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"basic_amount": str(item.basic_amount) if item.basic_amount is not None else None,
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"normal_payable_sum": str(item.normal_payable_sum),
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"deferred_sum": str(item.deferred_sum),
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"probation_payment_sum": str(item.probation_payment_sum),
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"payable_sum": str(item.payable_sum),
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"net_amount": str(item.net_amount) if item.net_amount is not None else None,
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}
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for item in session.scalars(statement)
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]
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def export_settlement(session, month):
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from io import BytesIO
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from openpyxl import Workbook
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book = Workbook()
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sheet = book.active
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sheet.title = "工资分项"
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sheet.append(
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["人员", "基本工资", "正常绩效", "试用期缓发", "年终及续付差额", "本月实付绩效", "净工资"]
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)
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for row in frozen_rows(session, month):
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sheet.append(
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[
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row["personnel_name"],
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*[
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Decimal(row[key]) if row[key] is not None else None
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for key in (
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"basic_amount",
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"normal_payable_sum",
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"deferred_sum",
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"probation_payment_sum",
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"payable_sum",
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"net_amount",
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)
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],
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]
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)
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if sheet.cell(sheet.max_row, 1).data_type == "f":
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sheet.cell(sheet.max_row, 1).data_type = "s"
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sheet.freeze_panes = "A2"
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for col in sheet.columns:
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sheet.column_dimensions[col[0].column_letter].width = 24
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output = BytesIO()
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book.save(output)
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return output.getvalue()
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