ccfd20651b
- _personal_rate 的 TPL_MANAGER_SHARE 分支读 manager.personal.included：1=按业务员递减公式计提，0=单笔落 0（现状） - _load_allocations 装载生效方案并防御拦截（合计超 100%、参与人含负责人） - _persist_ledger 拆行落库：参与人=份额×比例(q2)、负责人=q2 全额−已分累计（行合计守恒防分漂）；快照带 alloc_plan/alloc_role/alloc_ratio - _prepare_mode 重算改 list_active_by_receipt 作废全部拆分行；uk 三列版支持同回款按人多行 - business_service 保存侧同口径校验（超 100% 400、负责人自分 400、hint 文案定稿） - 集成用例 +5（拆行守恒/叠加进度登记/重算全作废/双拦截）+保存侧 3 条 Co-Authored-By: Claude Code <noreply@anthropic.com>
930 lines
38 KiB
Python
930 lines
38 KiB
Python
"""业务管理业务编排（需求 2.2.1/2.2.4）。
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事务边界在本层：repository 只 flush，commit/rollback 只写在这里。
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- 业务编号自动生成（no_generator.next_no）：MAX+FOR UPDATE 锁当日序号区间，
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残余竞态以唯一键（1062）冲突重试一次兜底
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- 五项汇总冗余（total_sale/cost/ship/received/freight）由 ``_recalc_totals``
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单点重算 —— 明细/发货/回款任何写路径收口到此函数，禁止各处手写
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- 状态机：1执行中 → 2已完成 / 3已终止；终态不可再变更（一期口径，开放问题 #8）；
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终止必填原因；每次流转写 business_status_logs（创建写首条 old=new=1）
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- 归属变更（负责/协助）写 ownership_change_logs（owner_type=2），同事务一次
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commit；只影响变更后核算，不回溯历史（对照表 #19）
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- 毛利润视图为只读派生值（复用 formula.profit_rate/converted_profit），
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阈值按 asOf 取 M1 参数快照 —— 落库即漂移，M3 台账才是固化点
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"""
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import logging
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from datetime import date
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from decimal import ROUND_HALF_UP, Decimal
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from fractions import Fraction
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from sqlalchemy import Row, func, select
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from sqlalchemy.exc import IntegrityError
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from sqlalchemy.orm import Session
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from app.core.constants import (
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ACTION_CREATE,
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ACTION_DELETE,
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ACTION_UPDATE,
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MODULE_BUSINESS,
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NO_PREFIX_BUSINESS,
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)
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from app.core.db_errors import is_duplicate_entry
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from app.core.exceptions import BadRequestError, NotFoundError
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from app.core.response import PageQuery, PageResult
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from app.models import (
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ApprovalOrder,
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Business,
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BusinessItem,
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BusinessStatusLog,
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Customer,
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OwnershipChangeLog,
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Personnel,
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Receipt,
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SecondaryAllocation,
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Shipment,
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User,
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)
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from app.models.approval import APPROVAL_TYPE_SECONDARY_ALLOCATION
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from app.models.business import (
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BUSINESS_STATUS_ACTIVE,
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BUSINESS_STATUS_DONE,
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)
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from app.models.customer import OWNER_TYPE_BUSINESS
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from app.repositories import business_repository, customer_repository, personnel_repository
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from app.schemas.business import (
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BusinessCreateIn,
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BusinessDetailOut,
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BusinessItemIn,
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BusinessItemOut,
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BusinessOut,
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BusinessOwnershipIn,
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BusinessQuery,
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BusinessStatusIn,
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BusinessStatusLogOut,
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BusinessUpdateIn,
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GrossProfitCategoryOut,
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GrossProfitOut,
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GrossProfitRowOut,
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OwnershipChangeLogOut,
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SecondaryAllocationIn,
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SecondaryAllocationOut,
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)
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from app.services import approval_service, audit_service, param_service, personnel_service
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from app.services.audit_service import AuditRecord, RequestMeta
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from app.services.formula import converted_profit, profit_rate
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from app.services.no_generator import next_no
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logger = logging.getLogger(__name__)
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# 编号唯一键冲突后的重试次数：MAX+FOR UPDATE 已覆盖绝大多数竞态，
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# 重试是为极端场景（锁等待超时后重入）兜底 —— 无限重试反而掩盖死锁类缺陷
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_NO_RETRY = 1
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def _to_out(row: tuple) -> BusinessOut:
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"""(business, company_name, owner_name, assistant_name) → 响应模型。
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金额冗余列出参 str；汇总列可能为 NULL（server_default 只对 INSERT 生效，
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存量行可能为 NULL），统一转 "0" 保持契约稳定。
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"""
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business, company_name, owner_name, assistant_name = row
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return BusinessOut(
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id=business.id,
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business_no=business.business_no,
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customer_id=business.customer_id,
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customer_name=company_name,
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business_date=business.business_date,
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status=business.status,
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owner_personnel_id=business.owner_personnel_id,
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owner_personnel_name=owner_name,
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assistant_personnel_id=business.assistant_personnel_id,
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assistant_personnel_name=assistant_name,
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is_special=business.is_special,
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special_note=business.special_note,
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total_sale_amount=_str_or_zero(business.total_sale_amount),
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total_cost_amount=_str_or_zero(business.total_cost_amount),
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total_ship_amount=_str_or_zero(business.total_ship_amount),
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total_received_amount=_str_or_zero(business.total_received_amount),
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total_freight_amount=_str_or_zero(business.total_freight_amount),
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remark=business.remark,
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)
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def _str_or_zero(value: Decimal | None) -> str:
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return str(value) if value is not None else "0"
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def _item_to_out(item: BusinessItem) -> BusinessItemOut:
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return BusinessItemOut(
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id=item.id,
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product_id=item.product_id,
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product_name=item.product_name,
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spec_model=item.spec_model,
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unit=item.unit,
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product_category=item.product_category,
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quantity=str(item.quantity),
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sale_price=str(item.sale_price) if item.sale_price is not None else None,
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sale_amount=str(item.sale_amount),
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cost_amount=str(item.cost_amount) if item.cost_amount is not None else None,
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guided_price=str(item.guided_price) if item.guided_price is not None else None,
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remark=item.remark,
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)
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def _build_item_rows(business_id: int, items: list[BusinessItemIn]) -> list[BusinessItem]:
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"""入参明细行转 ORM 行：sale_amount 服务层按 数量×单价 计算固化。
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不信任前端传值（schema 亦无 sale_amount 入参）——单价可空时销售额记 0，
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由用户在编辑中补价后重算（毛利润视图中销售额 0 的行全部为 0，防除零）。
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乘积显式 quantize 两位固化：数量(2位)×单价(4位) 可产 6 位小数，直写
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DECIMAL(14,2) 会被 MySQL 静默舍入且回显漂移（创建响应读内存值、复查
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读库值前后不一致）；HALF_UP 与 MySQL 的 DECIMAL 舍入方向一致。
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"""
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rows: list[BusinessItem] = []
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for item in items:
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quantity = Decimal(item.quantity)
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sale_price = Decimal(item.sale_price) if item.sale_price is not None else None
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sale_amount = (
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(quantity * sale_price).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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if sale_price is not None
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else Decimal("0.00")
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)
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rows.append(
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BusinessItem(
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business_id=business_id,
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product_id=item.product_id,
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product_name=item.product_name,
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spec_model=item.spec_model or "",
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unit=item.unit,
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product_category=item.product_category,
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quantity=quantity,
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sale_price=sale_price,
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sale_amount=sale_amount,
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cost_amount=Decimal(item.cost_amount) if item.cost_amount is not None else None,
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guided_price=Decimal(item.guided_price) if item.guided_price is not None else None,
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remark=item.remark,
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)
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)
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return rows
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def _recalc_totals(session: Session, business: Business) -> None:
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"""重算业务的五项汇总冗余（明细/发货/回款写路径统一收口）。
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五条独立聚合查询（各表单列 SUM，走 business_id 索引）——业务单据量级
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为单业务数行，不值得为省查询做单大 JOIN。
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"""
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sale = session.execute(
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_sum(BusinessItem.sale_amount, BusinessItem.business_id, business.id)
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).scalar_one()
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cost = session.execute(
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_sum(BusinessItem.cost_amount, BusinessItem.business_id, business.id)
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).scalar_one()
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ship = session.execute(_sum_ship_items(business.id)).scalar_one()
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freight = session.execute(
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_sum(Shipment.freight_amount, Shipment.business_id, business.id)
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).scalar_one()
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received = session.execute(_sum(Receipt.amount, Receipt.business_id, business.id)).scalar_one()
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business.total_sale_amount = sale or Decimal("0")
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business.total_cost_amount = cost or Decimal("0")
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business.total_ship_amount = ship or Decimal("0")
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business.total_freight_amount = freight or Decimal("0")
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business.total_received_amount = received or Decimal("0")
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def _sum(column, match_column, value) -> object:
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return select(func.sum(column)).where(match_column == value)
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def _sum_ship_items(business_id: int):
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"""发货明细行金额合计（经发货单关联到业务）。"""
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from app.models import ShipmentItem
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return (
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select(func.sum(ShipmentItem.amount))
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.select_from(ShipmentItem)
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.join(Shipment, Shipment.id == ShipmentItem.shipment_id)
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.where(Shipment.business_id == business_id)
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)
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def _generate_no(session: Session) -> str:
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"""生成业务编号（MAX+FOR UPDATE；1062 兜底重试一次，见模块 docstring）。"""
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return next_no(session, model=Business, column_name="business_no", prefix=NO_PREFIX_BUSINESS)
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def _ensure_personnel_active(session: Session, personnel_id: int, label: str) -> Personnel:
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"""归属人员须存在且在职（共享校验收口于 personnel_service.ensure_active）。"""
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return personnel_service.ensure_active(session, personnel_id, label=label)
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def _ensure_customer(session: Session, customer_id: int) -> Customer:
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customer = customer_repository.get_by_id(session, customer_id)
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if customer is None:
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raise NotFoundError("客户不存在")
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return customer
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def _is_duplicate_entry(exc: IntegrityError) -> bool:
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return is_duplicate_entry(exc)
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def list_businesses(session: Session, query: BusinessQuery) -> PageResult[BusinessOut]:
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"""分页查询业务（附客户名与归属人名）。"""
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rows = business_repository.list_businesses(
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session,
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offset=query.offset,
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limit=query.page_size,
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keyword=query.keyword,
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status=query.status,
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customer_id=query.customer_id,
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owner_personnel_id=query.owner_personnel_id,
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date_from=query.date_from,
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date_to=query.date_to,
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)
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total = business_repository.count_businesses(
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session,
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keyword=query.keyword,
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status=query.status,
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customer_id=query.customer_id,
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owner_personnel_id=query.owner_personnel_id,
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date_from=query.date_from,
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date_to=query.date_to,
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)
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return PageResult[BusinessOut](
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records=[_to_out(row) for row in rows],
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total=total,
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page_num=query.page_num,
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page_size=query.page_size,
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)
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def get_detail(session: Session, business_id: int) -> BusinessDetailOut:
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"""业务详情（附明细行与二次分配方案，供编辑抽屉回显）。
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:raises NotFoundError: 业务不存在
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"""
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row = business_repository.get_with_names(session, business_id)
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if row is None:
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raise NotFoundError("业务不存在")
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out = BusinessDetailOut(**_to_out(row).model_dump())
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out.items = [
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_item_to_out(item) for item in business_repository.list_items(session, business_id)
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]
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allocations = business_repository.list_allocations(session, business_id)
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out.secondary_allocations = [
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SecondaryAllocationOut(
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personnel_id=a.personnel_id, personnel_name=a.personnel_name, ratio=str(a.ratio)
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)
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for a in allocations
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]
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out.allocation_hint = _allocation_hint(allocations)
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return out
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def _build_allocation_rows(
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session: Session,
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business_id: int,
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items: list[SecondaryAllocationIn],
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*,
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old_ids: set[int],
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) -> list[SecondaryAllocation]:
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"""构造二次分配明细行：人员校验 + 姓名冗余固化 + 比例转 Decimal。
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:param old_ids: 编辑前已参与的人员 ID 集合（create 传空集）。这些人的
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行是**历史事实**——personnel_name 冗余固化的设计本就允许离职后回显，
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编辑业务（哪怕只改备注）不应被历史参与人的离职状态卡死；仅对
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**新加入**的参与人做在职校验。
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:raises BadRequestError: 新增参与人员不存在或已离职 / 比例合计超 100%
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/ 参与人含合同负责人（口径见澄清 #1/#2 答复 2026-10-19：分配绩效、
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余额归合同负责营销人员——超 100% 会把负责人份额算成负数，负责人
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自分份额则双重计入）
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"""
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business = business_repository.get_by_id(session, business_id)
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if business is None:
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raise NotFoundError("业务不存在")
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total = sum((Decimal(item.ratio) for item in items), Decimal("0"))
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if total > Decimal("100"):
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raise BadRequestError(
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f"二次分配比例合计 {total.quantize(Decimal('0.01'), rounding=ROUND_HALF_UP)}%"
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" 超过 100%（余额归合同负责营销人员，比例不可超满额）"
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)
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owner_id = business.owner_personnel_id
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if owner_id is not None and any(item.personnel_id == owner_id for item in items):
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raise BadRequestError("分摊参与人不可包含合同负责营销人员（负责人得余额份额）")
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rows: list[SecondaryAllocation] = []
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for item in items:
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if item.personnel_id in old_ids:
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person = personnel_repository.get_by_id(session, item.personnel_id)
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if person is None:
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raise BadRequestError("分摊参与人员不存在")
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else:
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person = _ensure_personnel_active(session, item.personnel_id, "分摊参与")
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rows.append(
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SecondaryAllocation(
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business_id=business_id,
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personnel_id=item.personnel_id,
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personnel_name=person.personnel_name,
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ratio=Decimal(item.ratio),
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)
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)
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return rows
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def _allocation_hint(allocations: list[SecondaryAllocation]) -> str | None:
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"""方案合计/余额提示（不要求合计满额是需求原文；余额归属 = 澄清 #2 答复）。
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无方案返回 None；合计恰满额只报合计，避免「余额 0」噪音。
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"""
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if not allocations:
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return None
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total = sum((a.ratio for a in allocations), Decimal("0"))
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total_text = total.quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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if total == Decimal("100"):
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return f"二次分配合计 {total_text}%"
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rest = (Decimal("100") - total).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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return f"二次分配合计 {total_text}%，余额 {rest}%（归合同负责营销人员）"
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def create_business(
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session: Session,
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payload: BusinessCreateIn,
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*,
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operator: User,
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meta: RequestMeta | None = None,
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) -> BusinessOut:
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"""创建业务 + 明细行 + 首条状态留痕，一个事务。
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创建时指定的归属不写归属留痕（留痕记「变更」，创建即初始事实）。
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:raises NotFoundError: 客户不存在
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:raises BadRequestError: 归属人员不存在或已离职 / 明细校验不通过
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"""
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with audit_service.audit(
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session,
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operator=operator,
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record=AuditRecord(
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module=MODULE_BUSINESS,
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action=ACTION_CREATE,
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summary=f"创建业务（客户ID={payload.customer_id}，明细 {len(payload.items)} 行）",
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request_data=payload.model_dump(exclude_none=True),
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),
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meta=meta,
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):
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_ensure_customer(session, payload.customer_id)
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if payload.owner_personnel_id is not None:
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_ensure_personnel_active(session, payload.owner_personnel_id, "负责")
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if payload.assistant_personnel_id is not None:
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_ensure_personnel_active(session, payload.assistant_personnel_id, "协助")
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# 编号唯一键冲突的重试整体收在审计上下文内：rollback 后同一事务重来，
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# 成功/最终失败各只记一条审计（吞异常 return 会被记成假成功，重入
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# 整个 create_* 则违反「不支持嵌套」约定）；上限 _NO_RETRY 防无限重试
|
||
# 掩盖死锁类缺陷。审计摘要预取的是首次编号——重试成功时入库编号见
|
||
# 应用日志（AuditRecord frozen，不回填）。
|
||
for attempt in range(_NO_RETRY + 1):
|
||
try:
|
||
business = Business(
|
||
business_no=_generate_no(session),
|
||
customer_id=payload.customer_id,
|
||
business_date=payload.business_date,
|
||
status=BUSINESS_STATUS_ACTIVE,
|
||
owner_personnel_id=payload.owner_personnel_id,
|
||
assistant_personnel_id=payload.assistant_personnel_id,
|
||
is_special=payload.is_special,
|
||
special_note=payload.special_note,
|
||
remark=payload.remark,
|
||
)
|
||
business_repository.create(session, business)
|
||
business_repository.replace_items(
|
||
session, business.id, _build_item_rows(business.id, payload.items)
|
||
)
|
||
_recalc_totals(session, business)
|
||
business_repository.add_status_log(
|
||
session,
|
||
BusinessStatusLog(
|
||
business_id=business.id,
|
||
old_status=BUSINESS_STATUS_ACTIVE,
|
||
new_status=BUSINESS_STATUS_ACTIVE,
|
||
operator_id=operator.id,
|
||
operator_name=operator.username,
|
||
),
|
||
)
|
||
# 二次分配方案与业务同事务（需求：只出现在合同刚建立时）；
|
||
# 放在重试循环内——rollback 后方案行随业务一并重来
|
||
business_repository.replace_allocations(
|
||
session,
|
||
business.id,
|
||
_build_allocation_rows(
|
||
session, business.id, payload.secondary_allocations, old_ids=set()
|
||
),
|
||
)
|
||
# 方案非空才提单：开关关闭=自动通过留痕，开启=待财务复核。
|
||
# AP 编号撞键时 IntegrityError 穿透 → 外层编号重试循环把
|
||
# 业务/方案/审批单整体重来
|
||
if payload.secondary_allocations:
|
||
approval_service.submit_order(
|
||
session,
|
||
order_type=APPROVAL_TYPE_SECONDARY_ALLOCATION,
|
||
ref_id=business.id,
|
||
refer_no=business.business_no,
|
||
submitter=operator,
|
||
)
|
||
customer = customer_repository.get_by_id(session, business.customer_id)
|
||
out = _to_out((business, customer.company_name if customer else None, None, None))
|
||
new_id, new_no = business.id, business.business_no # 固化：commit 后不碰 ORM
|
||
session.commit()
|
||
break
|
||
except IntegrityError as exc:
|
||
session.rollback()
|
||
if _is_duplicate_entry(exc) and attempt < _NO_RETRY:
|
||
continue
|
||
raise
|
||
|
||
logger.info("创建业务 | business_id=%s | no=%s", new_id, new_no)
|
||
return out
|
||
|
||
|
||
def update_business(
|
||
session: Session,
|
||
business_id: int,
|
||
payload: BusinessUpdateIn,
|
||
*,
|
||
operator: User,
|
||
meta: RequestMeta | None = None,
|
||
) -> BusinessOut:
|
||
"""编辑业务：全量替换明细 + 重算汇总；归属不在此端点（防旁路）。
|
||
|
||
客户可改，但有发货或回款记录后禁改 —— 单据 FK 挂在业务上，换客户会让
|
||
发货/回款语义断裂（明细同理随业务走）。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
:raises BadRequestError: 业务已完成或已终止 / 归属人员不合法 / 有发货或回款时换客户
|
||
"""
|
||
row = business_repository.get_with_names(session, business_id, for_update=True)
|
||
business = row[0] if row else None
|
||
with audit_service.audit(
|
||
session,
|
||
operator=operator,
|
||
record=AuditRecord(
|
||
module=MODULE_BUSINESS,
|
||
action=ACTION_UPDATE,
|
||
summary=f"修改业务 {business.business_no if business else f'#{business_id}'}",
|
||
request_data=payload.model_dump(exclude_none=True),
|
||
),
|
||
meta=meta,
|
||
):
|
||
if row is None:
|
||
raise NotFoundError("业务不存在")
|
||
business, _, owner_name, assistant_name = row
|
||
|
||
# 终态门槛与发货/回款写准入同口径：明细与汇总是 M3 核算基线，
|
||
# 已完成/已终止的业务禁改（发货/回款服务以同一理由禁写终态业务）
|
||
if business.status != BUSINESS_STATUS_ACTIVE:
|
||
raise BadRequestError("业务已完成或已终止，禁止编辑业务")
|
||
|
||
if payload.customer_id != business.customer_id and business_repository.has_docs(
|
||
session, business_id
|
||
):
|
||
raise BadRequestError("业务已有发货或回款记录，不能更换客户")
|
||
customer = _ensure_customer(session, payload.customer_id)
|
||
if payload.owner_personnel_id is not None:
|
||
_ensure_personnel_active(session, payload.owner_personnel_id, "负责")
|
||
if payload.assistant_personnel_id is not None:
|
||
_ensure_personnel_active(session, payload.assistant_personnel_id, "协助")
|
||
|
||
business.customer_id = payload.customer_id
|
||
business.business_date = payload.business_date
|
||
business.is_special = payload.is_special
|
||
business.special_note = payload.special_note
|
||
business.remark = payload.remark
|
||
# 归属刻意不赋值：留痕只由 /ownership 端点产生，编辑路径改归属构成
|
||
# 「改归属不留痕」的旁路（与 customers 编辑不触归属同一口径）
|
||
business_repository.replace_items(
|
||
session, business_id, _build_item_rows(business_id, payload.items)
|
||
)
|
||
# 方案全量替换（空数组=清空）；终态门槛已挡「修改影响已结算月份」的
|
||
# 前置场景（月结在 ④，快照固化后按同一哲学隔离）
|
||
old_ids = {
|
||
a.personnel_id for a in business_repository.list_allocations(session, business_id)
|
||
}
|
||
business_repository.replace_allocations(
|
||
session,
|
||
business_id,
|
||
_build_allocation_rows(
|
||
session, business_id, payload.secondary_allocations, old_ids=old_ids
|
||
),
|
||
)
|
||
# 提单/撤单与方案同步生命周期：非空=提单（内含撤旧建新）；空=仅撤回
|
||
# 在途单 —— 否则旧在途单挂着已不存在的方案继续走审批
|
||
if payload.secondary_allocations:
|
||
approval_service.submit_order(
|
||
session,
|
||
order_type=APPROVAL_TYPE_SECONDARY_ALLOCATION,
|
||
ref_id=business_id,
|
||
refer_no=business.business_no,
|
||
submitter=operator,
|
||
)
|
||
else:
|
||
approval_service.withdraw_pending_orders(
|
||
session,
|
||
order_type=APPROVAL_TYPE_SECONDARY_ALLOCATION,
|
||
ref_id=business_id,
|
||
operator=operator,
|
||
)
|
||
_recalc_totals(session, business)
|
||
# 锁定行上已赋值，同一身份映射实例的 _to_out 即反映新值；名称字段
|
||
# 从首查 row 取（换客户时 _ensure_customer 已给出新公司名）
|
||
out = _to_out((business, customer.company_name, owner_name, assistant_name))
|
||
session.commit()
|
||
logger.info("修改业务 | business_id=%s", business_id)
|
||
return out
|
||
|
||
|
||
def delete_business(
|
||
session: Session,
|
||
business_id: int,
|
||
*,
|
||
operator: User,
|
||
meta: RequestMeta | None = None,
|
||
) -> None:
|
||
"""删除业务（物理删除）：有发货/回款 → 400 引导走「已终止」。
|
||
|
||
无单据引用的业务（建错的空单）方可删除；删除时连带清理明细、状态留痕
|
||
与业务维度的归属留痕（无外键固化表，须手动清）。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
:raises BadRequestError: 存在发货或回款记录 / 存在在途审批单
|
||
"""
|
||
business = business_repository.get_by_id(session, business_id, for_update=True)
|
||
with audit_service.audit(
|
||
session,
|
||
operator=operator,
|
||
record=AuditRecord(
|
||
module=MODULE_BUSINESS,
|
||
action=ACTION_DELETE,
|
||
summary=f"删除业务 {business.business_no if business else f'#{business_id}'}",
|
||
),
|
||
meta=meta,
|
||
):
|
||
if business is None:
|
||
raise NotFoundError("业务不存在")
|
||
if business_repository.has_docs(session, business_id):
|
||
raise BadRequestError("业务已有发货或回款记录，请改为已终止而非删除")
|
||
# 在途审批单（ref_id 固化无外键，业务删了单还挂着且可被继续审批）：
|
||
# 禁删引导先完成/撤回审批，而不是静默留下指向已删业务的活单
|
||
if _count_pending_approvals(session, business_id):
|
||
raise BadRequestError("该业务有在途审批单，请先完成或撤回审批后再删除")
|
||
|
||
business_no = business.business_no
|
||
_hard_delete(session, business_id)
|
||
session.commit()
|
||
logger.info("删除业务 | business_id=%s | no=%s", business_id, business_no)
|
||
|
||
|
||
def _count_pending_approvals(session: Session, business_id: int) -> int:
|
||
"""该业务的在途审批单数（status 1/2；终态单随业务删除一并清理）。"""
|
||
from sqlalchemy import func, select
|
||
|
||
from app.models import ApprovalOrder
|
||
from app.models.approval import (
|
||
APPROVAL_STATUS_PENDING_FINANCE,
|
||
APPROVAL_STATUS_PENDING_LEADER,
|
||
)
|
||
|
||
return int(
|
||
session.execute(
|
||
select(func.count())
|
||
.select_from(ApprovalOrder)
|
||
.where(
|
||
ApprovalOrder.order_type == APPROVAL_TYPE_SECONDARY_ALLOCATION,
|
||
ApprovalOrder.ref_id == business_id,
|
||
ApprovalOrder.status.in_(
|
||
(APPROVAL_STATUS_PENDING_FINANCE, APPROVAL_STATUS_PENDING_LEADER)
|
||
),
|
||
)
|
||
).scalar_one()
|
||
)
|
||
|
||
|
||
def _hard_delete(session: Session, business_id: int) -> None:
|
||
"""按依赖序删除：明细 → 二次分配方案 → 审批单（steps 随 CASCADE）→
|
||
状态留痕 → 业务维度归属留痕 → 主表。"""
|
||
from sqlalchemy import delete
|
||
|
||
session.execute(delete(BusinessItem).where(BusinessItem.business_id == business_id))
|
||
session.execute(
|
||
delete(SecondaryAllocation).where(SecondaryAllocation.business_id == business_id)
|
||
)
|
||
session.execute(
|
||
delete(ApprovalOrder).where(
|
||
ApprovalOrder.order_type == APPROVAL_TYPE_SECONDARY_ALLOCATION,
|
||
ApprovalOrder.ref_id == business_id,
|
||
)
|
||
)
|
||
session.execute(delete(BusinessStatusLog).where(BusinessStatusLog.business_id == business_id))
|
||
session.execute(
|
||
delete(OwnershipChangeLog).where(
|
||
OwnershipChangeLog.owner_type == OWNER_TYPE_BUSINESS,
|
||
OwnershipChangeLog.business_id == business_id,
|
||
)
|
||
)
|
||
session.execute(delete(Business).where(Business.id == business_id))
|
||
|
||
|
||
def change_status(
|
||
session: Session,
|
||
business_id: int,
|
||
payload: BusinessStatusIn,
|
||
*,
|
||
operator: User,
|
||
meta: RequestMeta | None = None,
|
||
) -> BusinessOut:
|
||
"""状态流转：1→2 / 1→3，终态不可再变更；每次流转写留痕。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
:raises BadRequestError: 非执行中状态流转 / 目标与当前相同
|
||
"""
|
||
row = business_repository.get_with_names(session, business_id, for_update=True)
|
||
with audit_service.audit(
|
||
session,
|
||
operator=operator,
|
||
record=AuditRecord(
|
||
module=MODULE_BUSINESS,
|
||
action=ACTION_UPDATE,
|
||
summary=(
|
||
f"业务状态变更 {row[0].business_no if row else f'#{business_id}'} → "
|
||
f"{'已完成' if payload.status == BUSINESS_STATUS_DONE else '已终止'}"
|
||
),
|
||
request_data=payload.model_dump(exclude_none=True),
|
||
),
|
||
meta=meta,
|
||
):
|
||
if row is None:
|
||
raise NotFoundError("业务不存在")
|
||
business, _, _, _ = row
|
||
if business.status != BUSINESS_STATUS_ACTIVE:
|
||
raise BadRequestError("已完成或已终止的业务不可再变更状态")
|
||
if business.status == payload.status:
|
||
raise BadRequestError("状态未变化")
|
||
|
||
# 变更前状态须在赋值前固化：ORM 属性赋值后 old_status 就取不到旧值
|
||
# （留痕会记成 old==new 失真，时间线无法回溯）
|
||
old_status = business.status
|
||
business.status = payload.status
|
||
business_repository.add_status_log(
|
||
session,
|
||
BusinessStatusLog(
|
||
business_id=business_id,
|
||
old_status=old_status,
|
||
new_status=payload.status,
|
||
change_reason=payload.reason,
|
||
operator_id=operator.id,
|
||
operator_name=operator.username,
|
||
),
|
||
)
|
||
# 锁定行上已赋值，同一身份映射实例的 _to_out 即反映新状态
|
||
out = _to_out(row)
|
||
session.commit()
|
||
logger.info(
|
||
"业务状态变更 | business_id=%s | %s -> %s",
|
||
business_id,
|
||
old_status,
|
||
payload.status,
|
||
)
|
||
return out
|
||
|
||
|
||
def change_ownership(
|
||
session: Session,
|
||
business_id: int,
|
||
payload: BusinessOwnershipIn,
|
||
*,
|
||
operator: User,
|
||
meta: RequestMeta | None = None,
|
||
) -> BusinessOut:
|
||
"""归属变更（负责/协助）：同事务「更新主表 + 插留痕」，一次 commit。
|
||
|
||
负责与协助之一发生变化即记一条留痕（前后值都含两个字段）；两者均未变化
|
||
→ 400「归属未变化」。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
:raises BadRequestError: 归属人员不存在或已离职 / 归属未变化
|
||
"""
|
||
row = business_repository.get_with_names(session, business_id, for_update=True)
|
||
with audit_service.audit(
|
||
session,
|
||
operator=operator,
|
||
record=AuditRecord(
|
||
module=MODULE_BUSINESS,
|
||
action=ACTION_UPDATE,
|
||
summary=f"调整业务归属 {row[0].business_no if row else f'#{business_id}'}",
|
||
request_data=payload.model_dump(exclude_none=True),
|
||
),
|
||
meta=meta,
|
||
):
|
||
if row is None:
|
||
raise NotFoundError("业务不存在")
|
||
business, _, old_owner_name, old_assistant_name = row
|
||
# 归属变更的出参姓名来自校验函数的返回行（锁定读）：首查姓名是变更前
|
||
# 固化标量，新归属人名必须按新 ID 重取
|
||
new_owner = (
|
||
_ensure_personnel_active(session, payload.new_owner_personnel_id, "负责")
|
||
if payload.new_owner_personnel_id is not None
|
||
else None
|
||
)
|
||
new_assistant = (
|
||
_ensure_personnel_active(session, payload.new_assistant_personnel_id, "协助")
|
||
if payload.new_assistant_personnel_id is not None
|
||
else None
|
||
)
|
||
|
||
owner_changed = business.owner_personnel_id != payload.new_owner_personnel_id
|
||
assistant_changed = business.assistant_personnel_id != payload.new_assistant_personnel_id
|
||
if not owner_changed and not assistant_changed:
|
||
raise BadRequestError("归属未变化")
|
||
|
||
old_owner_id = business.owner_personnel_id
|
||
old_assistant_id = business.assistant_personnel_id
|
||
business.owner_personnel_id = payload.new_owner_personnel_id
|
||
business.assistant_personnel_id = payload.new_assistant_personnel_id
|
||
business_repository.add_ownership_log(
|
||
session,
|
||
OwnershipChangeLog(
|
||
owner_type=OWNER_TYPE_BUSINESS,
|
||
business_id=business_id,
|
||
old_owner_personnel_id=old_owner_id,
|
||
new_owner_personnel_id=payload.new_owner_personnel_id,
|
||
old_assistant_personnel_id=old_assistant_id,
|
||
new_assistant_personnel_id=payload.new_assistant_personnel_id,
|
||
change_reason=payload.reason,
|
||
operator_id=operator.id,
|
||
operator_name=operator.username,
|
||
),
|
||
)
|
||
# 出参组装：ID 在锁定行上已赋值（_to_out 读内存值即反映新值），姓名
|
||
# 一侧「变更项用新 ID 的人名、未变项沿用首查名」——首查名是变更前快照
|
||
out = _to_out(
|
||
(
|
||
business,
|
||
row[1],
|
||
new_owner.personnel_name if new_owner is not None else old_owner_name,
|
||
new_assistant.personnel_name if new_assistant is not None else old_assistant_name,
|
||
)
|
||
)
|
||
session.commit()
|
||
logger.info(
|
||
"调整业务归属 | business_id=%s | owner %s->%s | assistant %s->%s",
|
||
business_id,
|
||
old_owner_id,
|
||
payload.new_owner_personnel_id,
|
||
old_assistant_id,
|
||
payload.new_assistant_personnel_id,
|
||
)
|
||
return out
|
||
|
||
|
||
def list_ownership_logs(
|
||
session: Session, business_id: int, query: PageQuery
|
||
) -> PageResult[OwnershipChangeLogOut]:
|
||
"""某业务的归属变更留痕（分页）。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
"""
|
||
if business_repository.get_by_id(session, business_id) is None:
|
||
raise NotFoundError("业务不存在")
|
||
rows = business_repository.list_ownership_logs(
|
||
session, business_id, offset=query.offset, limit=query.page_size
|
||
)
|
||
total = business_repository.count_ownership_logs(session, business_id=business_id)
|
||
return PageResult[OwnershipChangeLogOut](
|
||
records=[_log_to_out(row) for row in rows],
|
||
total=total,
|
||
page_num=query.page_num,
|
||
page_size=query.page_size,
|
||
)
|
||
|
||
|
||
def _log_to_out(row: Row) -> OwnershipChangeLogOut:
|
||
log, old_owner_name, new_owner_name = row
|
||
return OwnershipChangeLogOut(
|
||
id=log.id,
|
||
business_id=log.business_id,
|
||
old_owner_personnel_id=log.old_owner_personnel_id,
|
||
new_owner_personnel_id=log.new_owner_personnel_id,
|
||
old_assistant_personnel_id=log.old_assistant_personnel_id,
|
||
new_assistant_personnel_id=log.new_assistant_personnel_id,
|
||
old_owner_name=old_owner_name,
|
||
new_owner_name=new_owner_name,
|
||
change_reason=log.change_reason,
|
||
operator_id=log.operator_id,
|
||
operator_name=log.operator_name,
|
||
create_time=log.create_time,
|
||
)
|
||
|
||
|
||
def list_status_logs(
|
||
session: Session, business_id: int, query: PageQuery
|
||
) -> PageResult[BusinessStatusLogOut]:
|
||
"""某业务的状态流转时间线（分页，时间正序）。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
"""
|
||
if business_repository.get_by_id(session, business_id) is None:
|
||
raise NotFoundError("业务不存在")
|
||
rows = business_repository.list_status_logs(
|
||
session, business_id, offset=query.offset, limit=query.page_size
|
||
)
|
||
total = business_repository.count_status_logs(session, business_id=business_id)
|
||
return PageResult[BusinessStatusLogOut](
|
||
records=[BusinessStatusLogOut.model_validate(row) for row in rows],
|
||
total=total,
|
||
page_num=query.page_num,
|
||
page_size=query.page_size,
|
||
)
|
||
|
||
|
||
def gross_profit(session: Session, business_id: int, as_of: date | None) -> GrossProfitOut:
|
||
"""毛利润数据视图（需求 2.2.4）：行级派生值 + 类别汇总，实时计算不落库。
|
||
|
||
阈值按 asOf（默认今日）取 M1 参数快照（product.threshold，按行类别维度，
|
||
存储口径为 % 数如 30，直接进 converted_profit）；毛利润率按 M1 预览同一
|
||
出参口径输出 Fraction 分数字符串（如 "97/10000"）；成本缺失的行派生列为
|
||
None 并标注原因；汇总只聚合可计算行。
|
||
|
||
:raises NotFoundError: 业务不存在
|
||
"""
|
||
if business_repository.get_by_id(session, business_id) is None:
|
||
raise NotFoundError("业务不存在")
|
||
as_of = as_of or date.today()
|
||
snapshot = param_service.resolve_snapshot(session, as_of)
|
||
|
||
def threshold_of(category: str) -> Fraction:
|
||
return snapshot.fraction("product.threshold", product_category=category)
|
||
|
||
rows_out: list[GrossProfitRowOut] = []
|
||
missing_count = 0
|
||
# 类别聚合容器：{类别: [sale, cost]}，成本缺失行不计入该类别聚合
|
||
agg: dict[str, list[Decimal]] = {}
|
||
for item in business_repository.list_items(session, business_id):
|
||
threshold = threshold_of(item.product_category)
|
||
row_kwargs: dict = {
|
||
"item_id": item.id,
|
||
"product_category": item.product_category,
|
||
"product_name": item.product_name,
|
||
"spec_model": item.spec_model,
|
||
"quantity": str(item.quantity),
|
||
"sale_amount": str(item.sale_amount),
|
||
"threshold": str(threshold),
|
||
}
|
||
if item.cost_amount is None:
|
||
missing_count += 1
|
||
row_kwargs.update(
|
||
cost_amount=None,
|
||
profit_amount=None,
|
||
profit_rate=None,
|
||
converted_profit=None,
|
||
missing_reason="成本缺失，无法计算毛利润",
|
||
)
|
||
else:
|
||
profit = item.sale_amount - item.cost_amount
|
||
rate = profit_rate(profit, item.sale_amount)
|
||
conv = converted_profit(item.sale_amount, rate, threshold)
|
||
row_kwargs.update(
|
||
cost_amount=str(item.cost_amount),
|
||
profit_amount=str(profit),
|
||
profit_rate=str(rate),
|
||
converted_profit=str(conv),
|
||
missing_reason=None,
|
||
)
|
||
bucket = agg.setdefault(item.product_category, [Decimal("0"), Decimal("0")])
|
||
bucket[0] += item.sale_amount
|
||
bucket[1] += item.cost_amount
|
||
rows_out.append(GrossProfitRowOut(**row_kwargs))
|
||
|
||
categories = [
|
||
GrossProfitCategoryOut(
|
||
product_category=category,
|
||
sale_amount=str(sale),
|
||
cost_amount=str(cost),
|
||
profit_amount=str(sale - cost),
|
||
profit_rate=str(profit_rate(sale - cost, sale)),
|
||
threshold=str(threshold_of(category)),
|
||
converted_profit=str(
|
||
converted_profit(sale, profit_rate(sale - cost, sale), threshold_of(category))
|
||
),
|
||
)
|
||
for category, [sale, cost] in agg.items()
|
||
]
|
||
return GrossProfitOut(
|
||
business_id=business_id,
|
||
as_of=as_of,
|
||
rows=rows_out,
|
||
categories=categories,
|
||
missing_count=missing_count,
|
||
)
|