PayrollManagementSystem/backend/alembic/versions/e1133a7c670a_add_base_data_tables.py

"""基础数据管理六表：人员/辐射区域/拓展计划/产品/客户/归属变更留痕（M2）

- personnel / personnel_regions / personnel_plans：人员档案及其 1:N 子表
- products：产品主数据（类别锚定折算阈值参数）
- customers：客户档案（公司名称+负责人为业务唯一标识）
- ownership_change_logs：归属变更留痕（append-only，不回溯历史）
- 六张表的 T+ 同步预留列（source_no 等）全部可空、不设唯一键（对照表 #26）

Revision ID: e1133a7c670a
Revises: bfbda9c3191d
Create Date: 2026-10-13 09:36:02.219248

"""

from collections.abc import Sequence

from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects import mysql

# revision identifiers, used by Alembic.
revision: str = "e1133a7c670a"
down_revision: str | Sequence[str] | None = "bfbda9c3191d"
branch_labels: str | Sequence[str] | None = None
depends_on: str | Sequence[str] | None = None


def upgrade() -> None:
    """应用迁移。"""
    # ### commands auto generated by Alembic - please adjust! ###
    op.create_table(
        "products",
        sa.Column(
            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
        ),
        sa.Column("product_name", sa.String(length=128), nullable=False, comment="产品名称"),
        sa.Column(
            "spec_model",
            sa.String(length=128),
            server_default="",
            nullable=False,
            comment="规格型号（空串而非 NULL：参与组合唯一键，MySQL 组合索引对 NULL 不去重）",
        ),
        sa.Column("unit", sa.String(length=16), nullable=True, comment="计量单位"),
        sa.Column(
            "stock_quantity",
            sa.Numeric(precision=14, scale=2),
            nullable=True,
            comment="数量（T+ 同步原样存储，语义待 IT 确认）",
        ),
        sa.Column(
            "sale_price",
            sa.Numeric(precision=14, scale=4),
            nullable=True,
            comment="销售单价（元，T+ 同步）",
        ),
        sa.Column(
            "product_category",
            sa.String(length=32),
            nullable=False,
            comment="产品类别：municipal_water市政水利 rail_transit轨道交通（决定折算阈值 30%/20%；T+同步不覆盖）",
        ),
        sa.Column(
            "status",
            mysql.TINYINT(),
            server_default="1",
            nullable=False,
            comment="状态：1启用 0停用",
        ),
        sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
        sa.Column(
            "create_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP"),
            nullable=False,
            comment="创建时间",
        ),
        sa.Column(
            "update_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
            nullable=False,
            comment="更新时间",
        ),
        sa.Column(
            "source_no",
            sa.String(length=64),
            nullable=True,
            comment="T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）",
        ),
        sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
        sa.Column(
            "sync_batch_no",
            sa.String(length=32),
            nullable=True,
            comment="同步批次号（同步模块写入）",
        ),
        sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
        sa.PrimaryKeyConstraint("id", name=op.f("pk_products")),
        sa.UniqueConstraint("product_name", "spec_model", name="uk_products_name_spec"),
        comment="产品表（类别锚定折算阈值参数；T+同步不覆盖产品类别）",
        mysql_charset="utf8mb4",
        mysql_collate="utf8mb4_general_ci",
        mysql_engine="InnoDB",
    )
    op.create_index(op.f("idx_products_source_no"), "products", ["source_no"], unique=False)
    op.create_table(
        "ownership_change_logs",
        sa.Column(
            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
        ),
        sa.Column(
            "owner_type", mysql.TINYINT(), nullable=False, comment="归属类型：1客户归属 2业务归属"
        ),
        sa.Column(
            "customer_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="客户ID（固化，owner_type=1 时非空）",
        ),
        sa.Column(
            "business_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="业务ID（固化，owner_type=2 时非空）",
        ),
        sa.Column(
            "old_owner_personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="变更前负责营销人员ID（固化）",
        ),
        sa.Column(
            "new_owner_personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="变更后负责营销人员ID（固化）",
        ),
        sa.Column(
            "old_assistant_personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="变更前协助营销人员ID（固化，仅业务归属使用）",
        ),
        sa.Column(
            "new_assistant_personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="变更后协助营销人员ID（固化，仅业务归属使用）",
        ),
        sa.Column("change_reason", sa.String(length=255), nullable=True, comment="变更原因"),
        sa.Column(
            "operator_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="操作人ID（账号删除后置空）",
        ),
        sa.Column(
            "operator_name",
            sa.String(length=64),
            nullable=False,
            comment="操作人用户名（冗余固化）",
        ),
        sa.Column(
            "create_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP"),
            nullable=False,
            comment="创建时间",
        ),
        sa.ForeignKeyConstraint(
            ["operator_id"],
            ["users.id"],
            name=op.f("fk_ownership_change_logs_operator_id"),
            ondelete="SET NULL",
        ),
        sa.PrimaryKeyConstraint("id", name=op.f("pk_ownership_change_logs")),
        comment="归属变更记录表（append-only；客户/业务归属变更留痕，不回溯历史）",
        mysql_charset="utf8mb4",
        mysql_collate="utf8mb4_general_ci",
        mysql_engine="InnoDB",
    )
    op.create_index(
        op.f("idx_ownership_change_logs_customer_id"),
        "ownership_change_logs",
        ["customer_id"],
        unique=False,
    )
    op.create_index(
        op.f("idx_ownership_change_logs_business_id"),
        "ownership_change_logs",
        ["business_id"],
        unique=False,
    )
    op.create_index(
        op.f("idx_ownership_change_logs_create_time"),
        "ownership_change_logs",
        ["create_time"],
        unique=False,
    )
    op.create_table(
        "personnel",
        sa.Column(
            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
        ),
        sa.Column("personnel_name", sa.String(length=64), nullable=False, comment="姓名"),
        sa.Column(
            "business_role_id",
            mysql.BIGINT(unsigned=True),
            nullable=False,
            comment="岗位角色ID（决定计提公式模板；T+同步不覆盖）",
        ),
        sa.Column(
            "manager_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="直属营销经理ID（NULL=经理本人或未分配；团队成员关系锚点）",
        ),
        sa.Column("phone", sa.String(length=20), nullable=True, comment="联系电话"),
        sa.Column("hire_date", sa.Date(), nullable=True, comment="入职日期"),
        sa.Column(
            "is_probation",
            mysql.TINYINT(),
            server_default="0",
            nullable=False,
            comment="是否试用期：1是 0否（试用期绩效照算不发放）",
        ),
        sa.Column(
            "salary_standard",
            sa.Numeric(precision=12, scale=2),
            nullable=True,
            comment="月工资标准（元；T+同步不覆盖）",
        ),
        sa.Column(
            "status",
            mysql.TINYINT(),
            server_default="1",
            nullable=False,
            comment="状态：1在职 0离职（离职人员不可再被业务/客户归属引用）",
        ),
        sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
        sa.Column(
            "create_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP"),
            nullable=False,
            comment="创建时间",
        ),
        sa.Column(
            "update_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
            nullable=False,
            comment="更新时间",
        ),
        sa.Column(
            "source_no",
            sa.String(length=64),
            nullable=True,
            comment="T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）",
        ),
        sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
        sa.Column(
            "sync_batch_no",
            sa.String(length=32),
            nullable=True,
            comment="同步批次号（同步模块写入）",
        ),
        sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
        sa.ForeignKeyConstraint(
            ["business_role_id"],
            ["business_roles.id"],
            name=op.f("fk_personnel_business_role_id"),
            ondelete="RESTRICT",
        ),
        sa.ForeignKeyConstraint(
            ["manager_id"],
            ["personnel.id"],
            name=op.f("fk_personnel_manager_id"),
            ondelete="RESTRICT",
        ),
        sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel")),
        comment="营销人员表（T+同步不覆盖岗位与工资标准）",
        mysql_charset="utf8mb4",
        mysql_collate="utf8mb4_general_ci",
        mysql_engine="InnoDB",
    )
    op.create_index(
        op.f("idx_personnel_business_role_id"), "personnel", ["business_role_id"], unique=False
    )
    op.create_index(op.f("idx_personnel_manager_id"), "personnel", ["manager_id"], unique=False)
    op.create_index(op.f("idx_personnel_source_no"), "personnel", ["source_no"], unique=False)
    op.create_table(
        "customers",
        sa.Column(
            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
        ),
        sa.Column("company_name", sa.String(length=128), nullable=False, comment="公司名称"),
        sa.Column(
            "owner_name",
            sa.String(length=64),
            nullable=False,
            comment="客户负责人姓名（客户公司负责人的人名，非系统人员）",
        ),
        sa.Column("contact_person", sa.String(length=64), nullable=True, comment="联系人"),
        sa.Column("contact_phone", sa.String(length=20), nullable=True, comment="联系电话"),
        sa.Column("address", sa.String(length=255), nullable=True, comment="地址"),
        sa.Column("industry", sa.String(length=64), nullable=True, comment="所属行业（自由文本）"),
        sa.Column(
            "customer_type",
            sa.String(length=32),
            server_default="personal",
            nullable=False,
            comment="客户分类：personal个人户 manager_personal经理个人户 enterprise企业户（计提规则匹配锚点；T+同步不覆盖）",
        ),
        sa.Column(
            "owner_personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=True,
            comment="归属负责营销人员ID（手动修改不回溯历史，变更留痕见 ownership_change_logs）",
        ),
        sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
        sa.Column(
            "create_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP"),
            nullable=False,
            comment="创建时间",
        ),
        sa.Column(
            "update_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
            nullable=False,
            comment="更新时间",
        ),
        sa.Column(
            "source_no",
            sa.String(length=64),
            nullable=True,
            comment="T+ 原始单据号（同步幂等去重锚点；唯一键待 IT 定键后升级）",
        ),
        sa.Column("t_plus_id", sa.String(length=64), nullable=True, comment="T+ 系统内部标识"),
        sa.Column(
            "sync_batch_no",
            sa.String(length=32),
            nullable=True,
            comment="同步批次号（同步模块写入）",
        ),
        sa.Column("synced_at", sa.DateTime(), nullable=True, comment="最近同步时间"),
        sa.ForeignKeyConstraint(
            ["owner_personnel_id"],
            ["personnel.id"],
            name=op.f("fk_customers_owner_personnel_id"),
            ondelete="RESTRICT",
        ),
        sa.PrimaryKeyConstraint("id", name=op.f("pk_customers")),
        sa.UniqueConstraint("company_name", "owner_name", name="uk_customers_company_owner"),
        comment="客户表（公司名称+负责人为业务唯一标识；T+同步不覆盖客户分类）",
        mysql_charset="utf8mb4",
        mysql_collate="utf8mb4_general_ci",
        mysql_engine="InnoDB",
    )
    op.create_index(
        op.f("idx_customers_customer_type"), "customers", ["customer_type"], unique=False
    )
    op.create_index(
        op.f("idx_customers_owner_personnel_id"), "customers", ["owner_personnel_id"], unique=False
    )
    op.create_index(op.f("idx_customers_source_no"), "customers", ["source_no"], unique=False)
    op.create_table(
        "personnel_plans",
        sa.Column(
            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
        ),
        sa.Column(
            "personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=False,
            comment="人员ID（personnel.id）",
        ),
        sa.Column(
            "plan_period",
            sa.String(length=32),
            nullable=False,
            comment="计划期间（如 2026Q1、2026-05）",
        ),
        sa.Column("plan_content", sa.String(length=500), nullable=False, comment="计划内容"),
        sa.Column(
            "target_desc", sa.String(length=255), nullable=True, comment="指标说明（文字描述）"
        ),
        sa.Column(
            "source_no", sa.String(length=64), nullable=True, comment="T+ 原始条目号（预留）"
        ),
        sa.Column(
            "create_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP"),
            nullable=False,
            comment="创建时间",
        ),
        sa.Column(
            "update_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
            nullable=False,
            comment="更新时间",
        ),
        sa.ForeignKeyConstraint(
            ["personnel_id"],
            ["personnel.id"],
            name=op.f("fk_personnel_plans_personnel_id"),
            ondelete="RESTRICT",
        ),
        sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel_plans")),
        comment="市场拓展计划表",
        mysql_charset="utf8mb4",
        mysql_collate="utf8mb4_general_ci",
        mysql_engine="InnoDB",
    )
    op.create_index(
        op.f("idx_personnel_plans_personnel_id"), "personnel_plans", ["personnel_id"], unique=False
    )
    op.create_table(
        "personnel_regions",
        sa.Column(
            "id", mysql.BIGINT(unsigned=True), autoincrement=True, nullable=False, comment="主键ID"
        ),
        sa.Column(
            "personnel_id",
            mysql.BIGINT(unsigned=True),
            nullable=False,
            comment="人员ID（personnel.id）",
        ),
        sa.Column(
            "region_name",
            sa.String(length=128),
            nullable=False,
            comment="区域名称（产品辐射地理范围）",
        ),
        sa.Column("remark", sa.String(length=255), nullable=True, comment="备注"),
        sa.Column(
            "create_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP"),
            nullable=False,
            comment="创建时间",
        ),
        sa.Column(
            "update_time",
            sa.DateTime(),
            server_default=sa.text("CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP"),
            nullable=False,
            comment="更新时间",
        ),
        sa.ForeignKeyConstraint(
            ["personnel_id"],
            ["personnel.id"],
            name=op.f("fk_personnel_regions_personnel_id"),
            ondelete="RESTRICT",
        ),
        sa.PrimaryKeyConstraint("id", name=op.f("pk_personnel_regions")),
        comment="产品辐射区域表",
        mysql_charset="utf8mb4",
        mysql_collate="utf8mb4_general_ci",
        mysql_engine="InnoDB",
    )
    op.create_index(
        op.f("idx_personnel_regions_personnel_id"),
        "personnel_regions",
        ["personnel_id"],
        unique=False,
    )
    # ### end Alembic commands ###


def downgrade() -> None:
    """回滚迁移。

    **注意（autogenerate 不会替你处理）**：生成的 `op.drop_index` 与
    `op.drop_table` 顺序需人工检查 —— 若某索引是外键的唯一支撑索引，
    单独 drop_index 会报 MySQL 1553（needed in a foreign key constraint）。
    **整表回滚应只保留 `op.drop_table`**，DROP TABLE 会连带删除索引与外键。
    """
    op.drop_table("personnel_regions")
    op.drop_table("personnel_plans")
    op.drop_table("customers")
    op.drop_table("personnel")
    op.drop_table("ownership_change_logs")
    op.drop_table("products")