Files
PayrollManagementSystem/backend/app/repositories/dashboard_repository.py
T
liuwenxinandClaude Code 4c32a556de feat(approval): 审批单内容快照与二次分配方案版本化
补齐 code-review 遗留 2 项:审批单此前只固化 ref_id/refer_no 指针,复核者看到
的是业务当前内容;二次分配方案在编辑替换与驳回清空时一律物理删除,方案事实
无处回溯。

- 审批单加 version_no 与 snapshot_json(信封 schema_version/order_type/
  captured_at/data);二次分配、月结、调整单三类提交均固化送审内容,开关关闭
  的自动通过路径同样写快照;详情按 snapshot/live/missing 三态回显,历史单
  只读回退当前内容并显式告警,不回填历史快照
- 二次分配方案行改 append-only 版本化(version_no/is_active,唯一键扩为
  business+version+personnel):编辑替换与驳回清空只置历史,核算与详情默认
  只取生效行,业务详情新增 allocation_history
- 送审内容未变不重提、方案未变不新增版本:判据统一为送审内容,两个
  version_no 语义解耦(方案版本=内容第几版,审批单版本=第几次送审)
- 审批单列表、工作台待办、审批超时预警三处 defer 快照列,避免整列拉取
- 月结提交取行加 for_update,防并发提交算出重复的审批单版本号
- 修复审批类型筛选上界 le=2(调整单无法筛选)、快照金额把空值写成 0.00
- V11 迁移三件套同步(Alembic / db/migration / init-dev.sql)

测试:单元 +16(方案内容比较 10、审批入参 6)、集成 +12;全量 891 passed。

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-10-20 18:30:51 +08:00

245 lines
7.9 KiB
Python

"""工作台仓储:四区块的只读聚合查询;不 commit、不抛业务异常。
总览只做 SQL 聚合(SUM/COUNT DISTINCT),不复用报表的
``department_summary``——后者会加载整月台账并逐团队查人员,适合报表页,
不适合每次打开工作台。
"""
from datetime import date, datetime
from sqlalchemy import exists, func, or_, select
from sqlalchemy.orm import Session, defer
from app.models import (
ApprovalOrder,
Business,
BusinessRole,
MonthlySettlement,
PerformanceLedger,
Personnel,
Receipt,
Shipment,
)
from app.models.approval import (
APPROVAL_STATUS_PENDING_FINANCE,
APPROVAL_STATUS_PENDING_LEADER,
)
_ACTIVE_SINGLE = (PerformanceLedger.calc_type == 1, PerformanceLedger.is_active == 1)
_PENDING_STATUSES = (
APPROVAL_STATUS_PENDING_FINANCE,
APPROVAL_STATUS_PENDING_LEADER,
)
# ==== 经营绩效总览 ====
def sum_month_performance(session: Session, month: str) -> dict:
"""当月单笔生效行合计与人员数(拆行求和不失真,人数需 DISTINCT)。"""
return session.execute(
select(
func.coalesce(func.sum(PerformanceLedger.performance_amount), 0).label(
"performance_total"
),
func.coalesce(func.sum(PerformanceLedger.payable_amount), 0).label("payable_total"),
func.count(func.distinct(PerformanceLedger.personnel_id)).label("person_count"),
).where(
PerformanceLedger.settlement_month == month,
*_ACTIVE_SINGLE,
)
).mappings().one()
def performance_trend(session: Session, months: list[str]) -> dict[str, object]:
"""近 N 个月绩效合计(按台账归属月)。"""
rows = session.execute(
select(
PerformanceLedger.settlement_month,
func.coalesce(func.sum(PerformanceLedger.performance_amount), 0),
)
.where(
PerformanceLedger.settlement_month.in_(months),
*_ACTIVE_SINGLE,
)
.group_by(PerformanceLedger.settlement_month)
).all()
return dict(rows)
def receipt_trend(
session: Session, *, start_date: date, end_date: date
) -> dict[str, object]:
"""近 N 个月回款合计(按到账月,含未核算回款——与台账口径不同,页面注明)。
过滤走 ``receipt_date`` 原始列范围(可用索引);``DATE_FORMAT`` 只用于
分组,不参与 WHERE,避免函数列导致全表扫描。
"""
month_expr = func.date_format(Receipt.receipt_date, "%Y-%m")
rows = session.execute(
select(month_expr, func.coalesce(func.sum(Receipt.amount), 0))
.where(Receipt.receipt_date >= start_date, Receipt.receipt_date < end_date)
.group_by(month_expr)
).all()
return dict(rows)
def count_active_managers(session: Session) -> int:
"""在职营销经理数(团队数口径,与部门汇总的团队枚举一致)。"""
return int(
session.execute(
select(func.count())
.select_from(Personnel)
.join(BusinessRole, Personnel.business_role_id == BusinessRole.id)
.where(
BusinessRole.role_code == "sales_manager",
Personnel.status == 1,
)
).scalar_one()
)
def get_month_settlement(session: Session, month: str) -> MonthlySettlement | None:
"""当月月结头(状态与锁定时间角标)。"""
return session.execute(
select(MonthlySettlement).where(MonthlySettlement.settlement_month == month)
).scalar_one_or_none()
# ==== 待办事项 ====
def list_pending_approvals(
session: Session, *, statuses: tuple[int, ...], limit: int
) -> list[ApprovalOrder]:
"""待处理审批单(按提交时间升序——最久的排前面)。
``statuses`` 由调用方按当前用户角色解析(待我审批),空元组返回空列表。
排除 snapshot_json 列(快照可达上百 KB,待办只取单号/类型/提交人/时间)。
"""
if not statuses:
return []
return list(
session.execute(
select(ApprovalOrder)
.options(defer(ApprovalOrder.snapshot_json))
.where(ApprovalOrder.status.in_(statuses))
.order_by(ApprovalOrder.create_time.asc(), ApprovalOrder.id.asc())
.limit(limit)
).scalars()
)
def count_pending_approvals(session: Session, *, statuses: tuple[int, ...]) -> int:
if not statuses:
return 0
return int(
session.execute(
select(func.count())
.select_from(ApprovalOrder)
.where(ApprovalOrder.status.in_(statuses))
).scalar_one()
)
def list_unassigned_receipts(session: Session, *, limit: int) -> list:
"""回款未指定发货批次(shipment_id IS NULL,核算前置缺失)。"""
return list(
session.execute(
select(
Receipt,
Business.business_no.label("business_no"),
)
.outerjoin(Business, Business.id == Receipt.business_id)
.where(Receipt.shipment_id.is_(None))
.order_by(Receipt.receipt_date.asc(), Receipt.id.asc())
.limit(limit)
).all()
)
def count_unassigned_receipts(session: Session) -> int:
return int(
session.execute(
select(func.count())
.select_from(Receipt)
.where(Receipt.shipment_id.is_(None))
).scalar_one()
)
# ==== 风险预警 ====
def list_overdue_shipments(session: Session, *, cutoff: date, limit: int) -> list:
"""发货后超过阈值且该批次无任何回款的发货单(回款逾期规则)。
已终止业务(status=3)不再催收,排除在预警之外;业务行缺失时仍保留,
避免历史脏数据让发货单从预警中静默消失。
"""
has_receipt = exists().where(Receipt.shipment_id == Shipment.id)
return list(
session.execute(
select(
Shipment,
Business.business_no.label("business_no"),
)
.outerjoin(Business, Business.id == Shipment.business_id)
.where(
Shipment.ship_date <= cutoff,
~has_receipt,
or_(Business.status.is_(None), Business.status != 3),
)
.order_by(Shipment.ship_date.asc())
.limit(limit)
).all()
)
def count_overdue_shipments(session: Session, *, cutoff: date) -> int:
has_receipt = exists().where(Receipt.shipment_id == Shipment.id)
return int(
session.execute(
select(func.count())
.select_from(Shipment)
.outerjoin(Business, Business.id == Shipment.business_id)
.where(
Shipment.ship_date <= cutoff,
~has_receipt,
or_(Business.status.is_(None), Business.status != 3),
)
).scalar_one()
)
def list_overdue_approvals(
session: Session, *, cutoff: datetime, limit: int
) -> list[ApprovalOrder]:
"""提交后超过阈值仍未处理的审批单(审批超时规则)。
排除 snapshot_json 列(同待办:预警只用单号/类型/提交人/时间)。
"""
return list(
session.execute(
select(ApprovalOrder)
.options(defer(ApprovalOrder.snapshot_json))
.where(
ApprovalOrder.status.in_(_PENDING_STATUSES),
ApprovalOrder.create_time < cutoff,
)
.order_by(ApprovalOrder.create_time.asc())
.limit(limit)
).scalars()
)
def count_overdue_approvals(session: Session, *, cutoff: datetime) -> int:
return int(
session.execute(
select(func.count())
.select_from(ApprovalOrder)
.where(
ApprovalOrder.status.in_(_PENDING_STATUSES),
ApprovalOrder.create_time < cutoff,
)
).scalar_one()
)