PayrollManagementSystem/backend/app/repositories/business_repository.py
liuwenxin 1e53792ad6 feat(T+): 完成数据贯通与自动接入闭环
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。
2026-11-05 18:47:13 +08:00

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"""业务数据仓储:业务单、明细、状态留痕与归属留痕。
只读写数据并 flush;commit/rollback 与业务异常一律在 service 层。
归属留痕复用 ownership_change_logs(owner_type=2 为业务维度,常量在
models/customer.py 定义)。
"""
from sqlalchemy import Row, Select, delete, exists, func, or_, select, update
from sqlalchemy.orm import Session, aliased
from app.models import (
Business,
BusinessItem,
BusinessStatusLog,
Customer,
OwnershipChangeLog,
Personnel,
Product,
Receipt,
SecondaryAllocation,
Shipment,
TPlusBusinessDocument,
)
from app.models.customer import OWNER_TYPE_BUSINESS
from app.repositories import ownership_log_repository
from app.repositories.ownership_log_repository import OwnershipLogRef
from app.schemas.business import BusinessQuery
READINESS_SQL_REASONS = frozenset({
"CUSTOMER_CATEGORY_PENDING", "PRODUCT_CATEGORY_PENDING", "NO_ACTUAL_SHIPMENT", "SOURCE_CONFLICT",
})
def get_by_id(session: Session, business_id: int, *, for_update: bool = False) -> Business | None:
"""按主键取业务行;for_update 供删除保护、编辑门槛与状态机使用。"""
stmt = select(Business).where(Business.id == business_id)
if for_update:
stmt = stmt.with_for_update()
return session.execute(stmt).scalars().first()
def has_docs(session: Session, business_id: int) -> bool:
"""业务名下是否已有发货单或回款(换客户/删除保护的引用检查)。
单条 OR exists 一次往返;新增挂靠业务的单据类型时在此补充条件,
编辑与删除两处共用同一判定,防「delete 补了检查、update 漏补」的分叉。
"""
stmt = select(
or_(
exists().where(Shipment.business_id == business_id),
exists().where(Receipt.business_id == business_id),
)
)
return bool(session.execute(stmt).scalar())
def create(session: Session, business: Business) -> None:
"""新增业务行(不 commit,flush 让自增 id 就位)。"""
session.add(business)
session.flush()
def get_with_names(
session: Session, business_id: int, *, for_update: bool = False
) -> tuple[Business, str, str | None, str | None] | None:
"""业务行 + 客户名 + 负责人名 + 协助人名(DTO 与审计摘要共用)。
for_update 供编辑/状态流转/归属变更使用:与发货/回款写路径的
get_by_id(for_update=True) 同一锁口径,编辑事务与单据写事务互斥,
「有发货禁换客户」的快照读校验不再被并发新增旁路。
"""
owner = aliased(Personnel)
assistant = aliased(Personnel)
stmt = (
select(Business, Customer.company_name, owner.personnel_name, assistant.personnel_name)
.join(Customer, Customer.id == Business.customer_id)
.outerjoin(owner, owner.id == Business.owner_personnel_id)
.outerjoin(assistant, assistant.id == Business.assistant_personnel_id)
.where(Business.id == business_id)
)
if for_update:
stmt = stmt.with_for_update()
return session.execute(stmt).first()
def _apply_filters(stmt: Select, query: BusinessQuery) -> Select:
"""业务列表的筛选条件(调用方须已 join Customer)。"""
if query.keyword:
# 业务编号/公司名称双列 OR 模糊;contains(autoescape) 同 query_utils.fuzzy
# 的转义口径(fuzzy 为单列 where 语义,双列 OR 在此直接组合)
stmt = stmt.where(
or_(
Business.business_no.contains(query.keyword, autoescape=True),
Customer.company_name.contains(query.keyword, autoescape=True),
)
)
if query.status is not None:
stmt = stmt.where(Business.status == query.status)
if query.customer_id is not None:
stmt = stmt.where(Business.customer_id == query.customer_id)
if query.owner_personnel_id is not None:
stmt = stmt.where(Business.owner_personnel_id == query.owner_personnel_id)
if query.date_from is not None:
stmt = stmt.where(Business.business_date >= query.date_from)
if query.date_to is not None:
stmt = stmt.where(Business.business_date <= query.date_to)
if query.source_type == "TPLUS":
stmt = stmt.where(Business.t_plus_id.is_not(None))
elif query.source_type == "MANUAL":
stmt = stmt.where(Business.t_plus_id.is_(None))
if query.source_personnel:
stmt = stmt.where(Business.integration_json["personnel_names"].as_string().contains(query.source_personnel, autoescape=True))
if query.readiness_reason in READINESS_SQL_REASONS:
stmt = stmt.where(Business.integration_json["source_database"].as_string().is_not(None))
if query.readiness_reason == "CUSTOMER_CATEGORY_PENDING":
stmt = stmt.where(Customer.customer_type.is_(None))
elif query.readiness_reason == "PRODUCT_CATEGORY_PENDING":
stmt = stmt.where(exists(select(BusinessItem.id).join(Product, Product.id == BusinessItem.product_id).where(
BusinessItem.business_id == Business.id, Product.product_category.is_(None))))
elif query.readiness_reason == "NO_ACTUAL_SHIPMENT":
stmt = stmt.where(~exists().where(Shipment.business_id == Business.id))
elif query.readiness_reason == "SOURCE_CONFLICT":
stmt = stmt.where(exists().where(TPlusBusinessDocument.business_id == Business.id,
TPlusBusinessDocument.status.in_(("CONFLICT", "PENDING"))))
return stmt
def scan_businesses(session: Session, query: BusinessQuery, before_id: int | None, limit: int = 100):
"""按主键倒序分批读取,供需要计算准备状态的筛选使用。"""
owner = aliased(Personnel)
assistant = aliased(Personnel)
stmt = select(Business, Customer.company_name, owner.personnel_name, assistant.personnel_name).join(
Customer, Customer.id == Business.customer_id)
stmt = _apply_filters(stmt, query).outerjoin(owner, owner.id == Business.owner_personnel_id).outerjoin(
assistant, assistant.id == Business.assistant_personnel_id)
if before_id is not None:
stmt = stmt.where(Business.id < before_id)
return list(session.execute(stmt.order_by(Business.id.desc()).limit(limit)).all())
def list_businesses(
session: Session, query: BusinessQuery
) -> list[tuple[Business, str, str | None, str | None]]:
"""分页查询业务(附客户名/负责人名/协助人名),按 id 倒序。"""
owner = aliased(Personnel)
assistant = aliased(Personnel)
stmt = select(
Business, Customer.company_name, owner.personnel_name, assistant.personnel_name
).join(Customer, Customer.id == Business.customer_id)
stmt = _apply_filters(stmt, query)
stmt = (
stmt.outerjoin(owner, owner.id == Business.owner_personnel_id)
.outerjoin(assistant, assistant.id == Business.assistant_personnel_id)
.order_by(Business.id.desc())
.offset(query.offset)
.limit(query.page_size)
)
return list(session.execute(stmt).all())
def count_businesses(session: Session, query: BusinessQuery) -> int:
stmt = (
select(func.count())
.select_from(Business)
.join(Customer, Customer.id == Business.customer_id)
)
stmt = _apply_filters(stmt, query)
return int(session.execute(stmt).scalar_one())
def list_items(session: Session, business_id: int) -> list[BusinessItem]:
"""业务明细行(编辑回显与汇总重算共用)。"""
return list(
session.execute(
select(BusinessItem)
.where(BusinessItem.business_id == business_id)
.order_by(BusinessItem.id)
).scalars()
)
def replace_items(session: Session, business_id: int, rows: list[BusinessItem]) -> None:
"""全量替换明细:先删、立即 flush、再插入(replace_roles 先例的防御写法)。
同一 flush 中 SQLAlchemy 先处理 INSERT 后处理 DELETE,先删后插不落库
会在有唯一键的表上撞键;business_items 虽无唯一键,统一按此写法防御。
"""
session.execute(delete(BusinessItem).where(BusinessItem.business_id == business_id))
session.flush()
for row in rows:
row.business_id = business_id
session.add(row)
session.flush()
def list_allocations(
session: Session, business_id: int, *, active_only: bool = True
) -> list[SecondaryAllocation]:
"""二次分配方案(详情回显与核算取数;默认仅当前生效版本)。"""
stmt = select(SecondaryAllocation).where(SecondaryAllocation.business_id == business_id)
if active_only:
stmt = stmt.where(SecondaryAllocation.is_active == 1)
return list(
session.execute(
stmt.order_by(SecondaryAllocation.version_no, SecondaryAllocation.id)
).scalars()
)
def list_allocation_versions(session: Session, business_id: int) -> list[SecondaryAllocation]:
"""方案全部版本行(含历史;业务详情「方案历史」用,按版本正序)。"""
return list_allocations(session, business_id, active_only=False)
def replace_allocations(
session: Session, business_id: int, rows: list[SecondaryAllocation]
) -> None:
"""全量替换二次分配方案:旧生效行置历史,新行按下一版本号插入。
不 commit(事务边界在服务层)。版本行 append-only——编辑与清空都不
物理删除,驳回后仍可回溯被否决方案的参与人与比例。空 ``rows`` 表示
只清空生效态(不产生新版本)。
"""
deactivate_allocations(session, business_id)
if not rows:
return
next_version = (
session.execute(
select(func.coalesce(func.max(SecondaryAllocation.version_no), 0)).where(
SecondaryAllocation.business_id == business_id
)
).scalar_one()
+ 1
)
for row in rows:
row.business_id = business_id
row.version_no = next_version
row.is_active = 1
session.add(row)
session.flush()
def deactivate_allocations(session: Session, business_id: int) -> None:
"""把业务的当前生效方案置为历史(审批驳回/编辑替换时调用;行保留)。
被否决的方案不得以「当前生效行」身份继续被核算取到;``is_active=0``
后核算侧自然读不到,而历史版本仍可在业务详情回溯。不 commit。
显式声明 ``synchronize_session="fetch"``:Core UPDATE 默认走 auto 策略
(优先 evaluate,本例的条件恰好能在 Python 侧求值,故实测也会刷新在途
对象)。显式写 fetch 是为了不把「在途对象被刷新」这件事押在 evaluate
能否解析条件上——条件一旦复杂化,auto 会退化为不刷新,同一会话里已
加载的方案行就会停留在 ``is_active=1`` 的过期内存值(查询虽有
is_active 过滤,但行对象本身仍是「生效态」,被序列化或参与判断就是
错的)。
"""
session.execute(
update(SecondaryAllocation)
.where(
SecondaryAllocation.business_id == business_id,
SecondaryAllocation.is_active == 1,
)
.values(is_active=0)
.execution_options(synchronize_session="fetch")
)
session.flush()
def add_status_log(session: Session, log: BusinessStatusLog) -> None:
"""追加状态留痕(不 commit)。"""
session.add(log)
session.flush()
def list_status_logs(
session: Session, business_id: int, *, offset: int, limit: int
) -> list[BusinessStatusLog]:
"""状态流转时间线(详情页),按时间正序(时间线从创建起展示)。"""
return list(
session.execute(
select(BusinessStatusLog)
.where(BusinessStatusLog.business_id == business_id)
.order_by(BusinessStatusLog.create_time, BusinessStatusLog.id)
.offset(offset)
.limit(limit)
).scalars()
)
def count_status_logs(session: Session, business_id: int) -> int:
return int(
session.execute(
select(func.count())
.select_from(BusinessStatusLog)
.where(BusinessStatusLog.business_id == business_id)
).scalar_one()
)
def add_ownership_log(session: Session, log: OwnershipChangeLog) -> None:
"""追加归属变更留痕(共享实现,不 commit)。"""
ownership_log_repository.add(session, log)
def list_ownership_logs(
session: Session, business_id: int, *, offset: int, limit: int
) -> list[Row]:
"""某业务的归属变更留痕(共享实现,owner_type/business_id 参数化)。"""
return ownership_log_repository.list_by_ref(
session, _business_log_ref(business_id), offset=offset, limit=limit
)
def count_ownership_logs(session: Session, business_id: int) -> int:
return ownership_log_repository.count_by_ref(session, _business_log_ref(business_id))
def _business_log_ref(business_id: int) -> OwnershipLogRef:
"""业务维度的归属留痕锚点。"""
return OwnershipLogRef(
owner_type=OWNER_TYPE_BUSINESS,
ref_column=OwnershipChangeLog.business_id,
ref_id=business_id,
)