PayrollManagementSystem/db/init/init-dev.sql

-- ============================================================================
-- 开发环境初始化脚本
--
-- 执行时机：docker-entrypoint-initdb.d —— **仅在 MySQL 数据卷为空时的首次启动执行**
-- 数据卷已存在时修改本文件不会生效，需要：
--   docker compose -f docker/docker-compose.dev.yml down -v && up -d
--
-- 内容 = db/migration/ 下**全部迁移**的最终结构（额外带 DROP，开发环境允许重置）
-- 必须与 db/migration/V*.sql 的合集保持一致，
-- 由 backend/tests/integration/test_schema_sync.py 自动校验，防止两份 DDL 漂移
--
-- 结尾写入 alembic_version 记录（**须等于当前 head**，否则开发库重建后
-- 执行 alembic upgrade head 会重复建表并报 1050 Table already exists）
-- ============================================================================

SET NAMES utf8mb4;

-- 删除顺序遵循外键依赖：先删子表
DROP TABLE IF EXISTS `performance_ledgers`;
DROP TABLE IF EXISTS `settlement_items`;
DROP TABLE IF EXISTS `adjustment_orders`;
DROP TABLE IF EXISTS `monthly_settlements`;
DROP TABLE IF EXISTS `approval_steps`;
DROP TABLE IF EXISTS `approval_orders`;
DROP TABLE IF EXISTS `business_secondary_allocations`;
DROP TABLE IF EXISTS `system_settings`;
DROP TABLE IF EXISTS `param_values`;
DROP TABLE IF EXISTS `param_change_batches`;
DROP TABLE IF EXISTS `param_definitions`;
DROP TABLE IF EXISTS `business_roles`;
DROP TABLE IF EXISTS `operation_logs`;
DROP TABLE IF EXISTS `role_permissions`;
DROP TABLE IF EXISTS `user_roles`;
DROP TABLE IF EXISTS `login_logs`;
DROP TABLE IF EXISTS `permissions`;
DROP TABLE IF EXISTS `users`;
DROP TABLE IF EXISTS `roles`;
DROP TABLE IF EXISTS `alembic_version`;

-- 服务端字符集应为 utf8mb4 / utf8mb4_general_ci（与 compose 的启动参数一致）
SELECT @@character_set_server AS charset, @@collation_server AS collation;

-- ---------------------------------------------------------------------------
-- 权限表
-- ---------------------------------------------------------------------------
CREATE TABLE permissions (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    perm_code VARCHAR(128) NOT NULL COMMENT '权限编码，如 system:user:create',
    perm_name VARCHAR(64) NOT NULL COMMENT '权限名称',
    perm_type TINYINT NOT NULL COMMENT '类型：1菜单 2按钮 3接口' DEFAULT '1',
    parent_id BIGINT UNSIGNED COMMENT '父权限ID（permissions.id），顶级为空',
    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
    status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_permissions PRIMARY KEY (id),
    CONSTRAINT fk_permissions_parent_id FOREIGN KEY(parent_id) REFERENCES permissions (id) ON DELETE CASCADE,
    CONSTRAINT uk_permissions_perm_code UNIQUE (perm_code)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='权限表' COLLATE utf8mb4_general_ci;

-- ---------------------------------------------------------------------------
-- 角色表
-- ---------------------------------------------------------------------------
CREATE TABLE roles (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    role_code VARCHAR(32) NOT NULL COMMENT '角色编码：admin系统管理员 user普通用户',
    role_name VARCHAR(64) NOT NULL COMMENT '角色名称',
    description VARCHAR(255) COMMENT '角色说明',
    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
    status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_roles PRIMARY KEY (id),
    CONSTRAINT uk_roles_role_code UNIQUE (role_code)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='角色表' COLLATE utf8mb4_general_ci;

-- ---------------------------------------------------------------------------
-- 系统用户表
-- ---------------------------------------------------------------------------
CREATE TABLE users (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    username VARCHAR(64) NOT NULL COMMENT '登录用户名',
    password VARCHAR(100) NOT NULL COMMENT '密码哈希（BCrypt，固定60字符）',
    real_name VARCHAR(64) COMMENT '真实姓名',
    phone VARCHAR(20) COMMENT '手机号',
    email VARCHAR(128) COMMENT '邮箱',
    status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
    token_version INTEGER NOT NULL COMMENT '令牌版本号：改密/禁用/强制下线时+1，使已签发Token立即失效' DEFAULT '1',
    last_login_time DATETIME COMMENT '最后登录时间',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_users PRIMARY KEY (id),
    CONSTRAINT uk_users_username UNIQUE (username)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='系统用户表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_users_phone ON users (phone);

-- ---------------------------------------------------------------------------
-- 登录日志表
-- ---------------------------------------------------------------------------
CREATE TABLE login_logs (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    user_id BIGINT UNSIGNED COMMENT '用户ID（账号不存在时为空）',
    username VARCHAR(64) NOT NULL COMMENT '登录用户名（原样记录）',
    ip VARCHAR(45) COMMENT '客户端IP（45位兼容IPv6）',
    user_agent VARCHAR(255) COMMENT '客户端User-Agent（截断存储）',
    success TINYINT NOT NULL COMMENT '是否成功：1成功 0失败' DEFAULT '0',
    fail_reason VARCHAR(64) COMMENT '失败原因：验证码错误/用户名或密码错误/账号锁定/账号禁用',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_login_logs PRIMARY KEY (id),
    CONSTRAINT fk_login_logs_user_id FOREIGN KEY(user_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='登录日志表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_login_logs_create_time ON login_logs (create_time);

CREATE INDEX idx_login_logs_username ON login_logs (username);

-- ---------------------------------------------------------------------------
-- 角色权限关联表
-- ---------------------------------------------------------------------------
CREATE TABLE role_permissions (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    role_id BIGINT UNSIGNED NOT NULL COMMENT '角色ID（roles.id）',
    permission_id BIGINT UNSIGNED NOT NULL COMMENT '权限ID（permissions.id）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_role_permissions PRIMARY KEY (id),
    CONSTRAINT fk_role_permissions_permission_id FOREIGN KEY(permission_id) REFERENCES permissions (id) ON DELETE CASCADE,
    CONSTRAINT fk_role_permissions_role_id FOREIGN KEY(role_id) REFERENCES roles (id) ON DELETE CASCADE,
    CONSTRAINT uk_role_permissions_role_id_permission_id UNIQUE (role_id, permission_id)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='角色权限关联表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_role_permissions_permission_id ON role_permissions (permission_id);

-- ---------------------------------------------------------------------------
-- 用户角色关联表
-- ---------------------------------------------------------------------------
CREATE TABLE user_roles (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    user_id BIGINT UNSIGNED NOT NULL COMMENT '用户ID（users.id）',
    role_id BIGINT UNSIGNED NOT NULL COMMENT '角色ID（roles.id）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_user_roles PRIMARY KEY (id),
    CONSTRAINT fk_user_roles_role_id FOREIGN KEY(role_id) REFERENCES roles (id) ON DELETE CASCADE,
    CONSTRAINT fk_user_roles_user_id FOREIGN KEY(user_id) REFERENCES users (id) ON DELETE CASCADE,
    CONSTRAINT uk_user_roles_user_id_role_id UNIQUE (user_id, role_id)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='用户角色关联表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_user_roles_role_id ON user_roles (role_id);

-- ---------------------------------------------------------------------------
-- 操作日志表（V2 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE operation_logs (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    user_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
    username VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余存储便于追溯）',
    module VARCHAR(64) NOT NULL COMMENT '所属模块，如 用户管理',
    action VARCHAR(32) NOT NULL COMMENT '操作类型：新增/修改/删除/导出',
    summary VARCHAR(255) NOT NULL COMMENT '操作摘要（中文，供人阅读）',
    method VARCHAR(8) COMMENT 'HTTP 方法',
    path VARCHAR(255) COMMENT '请求路径',
    ip VARCHAR(45) COMMENT '客户端IP（45位兼容IPv6）',
    user_agent VARCHAR(255) COMMENT '客户端User-Agent（截断存储）',
    request_data TEXT COMMENT '请求参数（已脱敏）',
    success TINYINT NOT NULL COMMENT '是否成功：1成功 0失败' DEFAULT '0',
    error_message VARCHAR(500) COMMENT '失败原因（写入方须截断）',
    duration_ms INTEGER COMMENT '处理耗时（毫秒）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_operation_logs PRIMARY KEY (id),
    CONSTRAINT fk_operation_logs_user_id FOREIGN KEY(user_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='操作日志表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_operation_logs_create_time ON operation_logs (create_time);

CREATE INDEX idx_operation_logs_module ON operation_logs (module);

CREATE INDEX idx_operation_logs_user_id ON operation_logs (user_id);

CREATE INDEX idx_operation_logs_username ON operation_logs (username);

-- ---------------------------------------------------------------------------
-- 业务岗位角色表（V3 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE business_roles (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    role_code VARCHAR(32) NOT NULL COMMENT '岗位编码：salesperson营销员 sales_manager营销经理 info_officer信息员，创建后不可修改',
    role_name VARCHAR(64) NOT NULL COMMENT '岗位名称',
    calc_template VARCHAR(32) NOT NULL COMMENT '计提公式模板编码（以代码内模板注册表为准）',
    description VARCHAR(255) COMMENT '岗位说明',
    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
    status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
    is_builtin TINYINT NOT NULL COMMENT '是否内置岗位：1内置（禁删禁停） 0自定义' DEFAULT '0',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_business_roles PRIMARY KEY (id),
    CONSTRAINT uk_business_roles_role_code UNIQUE (role_code)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务岗位角色表（与登录角色roles区分，决定计提公式与参数）' COLLATE utf8mb4_general_ci;

-- ---------------------------------------------------------------------------
-- 计提参数定义表（V3 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE param_definitions (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    param_code VARCHAR(64) NOT NULL COMMENT '参数编码，如 salesperson.rate.slope',
    param_name VARCHAR(64) NOT NULL COMMENT '参数名称',
    param_group VARCHAR(32) NOT NULL COMMENT '参数分组：业务员个人户/经理分成/企业户/信息员/支付环节/产品阈值/月工资口径',
    value_type VARCHAR(16) NOT NULL COMMENT '值类型：DECIMAL/INT/BOOL/ENUM/TEXT',
    unit VARCHAR(16) COMMENT '展示单位：‰/%/元/天，无单位为空',
    dimension_type VARCHAR(32) NOT NULL COMMENT '维度类型：NONE/PRODUCT_CATEGORY/BUSINESS_ROLE' DEFAULT 'NONE',
    options_text VARCHAR(255) COMMENT '枚举选项（竖线分隔），仅 ENUM 使用',
    default_value VARCHAR(64) COMMENT '系统默认值（Fraction 可解析字符串）',
    value_min VARCHAR(64) COMMENT '取值下限（含），校验用',
    value_max VARCHAR(64) COMMENT '取值上限（含），校验用',
    description VARCHAR(255) COMMENT '口径说明（配置页展示）',
    sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
    status TINYINT NOT NULL COMMENT '状态：1启用 0停用' DEFAULT '1',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_param_definitions PRIMARY KEY (id),
    CONSTRAINT uk_param_definitions_param_code UNIQUE (param_code)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='计提参数定义表' COLLATE utf8mb4_general_ci;

-- ---------------------------------------------------------------------------
-- 参数变更批次表（V3 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE param_change_batches (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    version_no VARCHAR(32) NOT NULL COMMENT '版本号，如 P20261012-01',
    effective_date DATE NOT NULL COMMENT '生效日期（业务日期口径）',
    change_type TINYINT NOT NULL COMMENT '生效方式：1立即生效 2指定日期生效',
    remark VARCHAR(255) COMMENT '变更说明',
    operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
    item_count INTEGER NOT NULL COMMENT '变更参数项数' DEFAULT '0',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_param_change_batches PRIMARY KEY (id),
    CONSTRAINT fk_param_change_batches_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL,
    CONSTRAINT uk_param_change_batches_version_no UNIQUE (version_no)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数变更批次表' COLLATE utf8mb4_general_ci;

-- ---------------------------------------------------------------------------
-- 参数版本条目表（V3 迁移，append-only）
-- ---------------------------------------------------------------------------
CREATE TABLE param_values (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    param_id BIGINT UNSIGNED NOT NULL COMMENT '参数定义ID（param_definitions.id）',
    dimension_value VARCHAR(32) NOT NULL COMMENT '维度取值：NONE维度为空串；产品类别/岗位编码为具体值' DEFAULT '',
    effective_date DATE NOT NULL COMMENT '生效日期（按业务日期时点化取值）',
    value_text VARCHAR(64) NOT NULL COMMENT '参数值（Fraction 可解析字符串/枚举码/开关）',
    old_value_text VARCHAR(64) COMMENT '变更前值（留痕）',
    batch_id BIGINT UNSIGNED NOT NULL COMMENT '变更批次ID（param_change_batches.id）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_param_values PRIMARY KEY (id),
    CONSTRAINT fk_param_values_batch_id FOREIGN KEY(batch_id) REFERENCES param_change_batches (id) ON DELETE RESTRICT,
    CONSTRAINT fk_param_values_param_id FOREIGN KEY(param_id) REFERENCES param_definitions (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数版本条目表（append-only，按生效日期时点化取值）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_param_values_batch_id ON param_values (batch_id);

CREATE INDEX idx_param_values_effective_date ON param_values (effective_date);

CREATE INDEX idx_param_values_param_id_dimension_value_effective_date ON param_values (param_id, dimension_value, effective_date);

-- ---------------------------------------------------------------------------
-- 营销人员表（V4 迁移；T+ 同步不覆盖岗位与工资标准）
-- ---------------------------------------------------------------------------
CREATE TABLE personnel (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    personnel_name VARCHAR(64) NOT NULL COMMENT '姓名',
    business_role_id BIGINT UNSIGNED NOT NULL COMMENT '岗位角色ID（决定计提公式模板；T+同步不覆盖）',
    manager_id BIGINT UNSIGNED 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）',
    phone VARCHAR(20) COMMENT '联系电话',
    hire_date DATE COMMENT '入职日期',
    is_probation TINYINT NOT NULL COMMENT '是否试用期：1是 0否（试用期绩效照算不发放）' DEFAULT '0',
    salary_standard DECIMAL(12, 2) COMMENT '月工资标准（元；T+同步不覆盖）',
    status TINYINT NOT NULL 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）' DEFAULT '1',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    source_no VARCHAR(64) 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）',
    t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
    sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
    synced_at DATETIME COMMENT '最近同步时间',
    CONSTRAINT pk_personnel PRIMARY KEY (id),
    CONSTRAINT fk_personnel_business_role_id FOREIGN KEY(business_role_id) REFERENCES business_roles (id) ON DELETE RESTRICT,
    CONSTRAINT fk_personnel_manager_id FOREIGN KEY(manager_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='营销人员表（T+同步不覆盖岗位与工资标准）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_personnel_business_role_id ON personnel (business_role_id);

CREATE INDEX idx_personnel_manager_id ON personnel (manager_id);

CREATE INDEX idx_personnel_source_no ON personnel (source_no);

-- ---------------------------------------------------------------------------
-- 产品辐射区域表（V4 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE personnel_regions (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '人员ID（personnel.id）',
    region_name VARCHAR(128) NOT NULL COMMENT '区域名称（产品辐射地理范围）',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_personnel_regions PRIMARY KEY (id),
    CONSTRAINT fk_personnel_regions_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='产品辐射区域表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_personnel_regions_personnel_id ON personnel_regions (personnel_id);

-- ---------------------------------------------------------------------------
-- 市场拓展计划表（V4 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE personnel_plans (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '人员ID（personnel.id）',
    plan_period VARCHAR(32) NOT NULL COMMENT '计划期间（如 2026Q1、2026-05）',
    plan_content VARCHAR(500) NOT NULL COMMENT '计划内容',
    target_desc VARCHAR(255) COMMENT '指标说明（文字描述）',
    source_no VARCHAR(64) COMMENT 'T+ 原始条目号（预留）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_personnel_plans PRIMARY KEY (id),
    CONSTRAINT fk_personnel_plans_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='市场拓展计划表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_personnel_plans_personnel_id ON personnel_plans (personnel_id);

-- ---------------------------------------------------------------------------
-- 产品表（V4 迁移；类别锚定折算阈值参数，T+ 同步不覆盖产品类别）
-- ---------------------------------------------------------------------------
CREATE TABLE products (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    product_name VARCHAR(128) NOT NULL COMMENT '产品名称',
    spec_model VARCHAR(128) NOT NULL 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）' DEFAULT '',
    unit VARCHAR(16) COMMENT '计量单位',
    stock_quantity DECIMAL(14, 2) COMMENT '数量（T+ 同步原样存储，语义待 IT 确认）',
    sale_price DECIMAL(14, 4) COMMENT '销售单价（元，T+ 同步）',
    product_category VARCHAR(32) NOT NULL 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）',
    status TINYINT NOT NULL COMMENT '状态：1启用 0停用' DEFAULT '1',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    source_no VARCHAR(64) 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）',
    t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
    sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
    synced_at DATETIME COMMENT '最近同步时间',
    CONSTRAINT pk_products PRIMARY KEY (id),
    CONSTRAINT uk_products_name_spec UNIQUE (product_name, spec_model)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='产品表（类别锚定折算阈值参数；T+同步不覆盖产品类别）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_products_source_no ON products (source_no);

-- ---------------------------------------------------------------------------
-- 客户表（V4 迁移；公司名称+负责人为业务唯一标识，T+ 同步不覆盖客户分类）
-- ---------------------------------------------------------------------------
CREATE TABLE customers (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    company_name VARCHAR(128) NOT NULL COMMENT '公司名称',
    owner_name VARCHAR(64) NOT NULL COMMENT '客户负责人姓名（客户公司负责人的人名，非系统人员）',
    contact_person VARCHAR(64) COMMENT '联系人',
    contact_phone VARCHAR(20) COMMENT '联系电话',
    address VARCHAR(255) COMMENT '地址',
    industry VARCHAR(64) COMMENT '所属行业（自由文本）',
    customer_type VARCHAR(32) NOT NULL 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）' DEFAULT 'personal',
    owner_personnel_id BIGINT UNSIGNED 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）',
    remark VARCHAR(255) COMMENT '备注',
    rating_score TINYINT COMMENT '评级总分（0-100，评级计算器保存；null=未评分；人工维护字段，T+ 同步不覆盖）',
    rating_time DATETIME COMMENT '最近评级时间（评级计算器保存评分时刷新；人工维护字段）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    source_no VARCHAR(64) 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）',
    t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
    sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
    synced_at DATETIME COMMENT '最近同步时间',
    CONSTRAINT pk_customers PRIMARY KEY (id),
    CONSTRAINT uk_customers_company_owner UNIQUE (company_name, owner_name),
    CONSTRAINT fk_customers_owner_personnel_id FOREIGN KEY(owner_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB 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）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_customers_customer_type ON customers (customer_type);

CREATE INDEX idx_customers_owner_personnel_id ON customers (owner_personnel_id);

CREATE INDEX idx_customers_source_no ON customers (source_no);

-- ---------------------------------------------------------------------------
-- 归属变更记录表（V4 迁移，append-only；客户/业务归属变更留痕，不回溯历史）
-- ---------------------------------------------------------------------------
CREATE TABLE ownership_change_logs (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    owner_type TINYINT NOT NULL COMMENT '归属类型：1客户归属 2业务归属',
    customer_id BIGINT UNSIGNED COMMENT '客户ID（固化，owner_type=1 时非空）',
    business_id BIGINT UNSIGNED COMMENT '业务ID（固化，owner_type=2 时非空）',
    old_owner_personnel_id BIGINT UNSIGNED COMMENT '变更前负责营销人员ID（固化）',
    new_owner_personnel_id BIGINT UNSIGNED COMMENT '变更后负责营销人员ID（固化）',
    old_assistant_personnel_id BIGINT UNSIGNED COMMENT '变更前协助营销人员ID（固化，仅业务归属使用）',
    new_assistant_personnel_id BIGINT UNSIGNED COMMENT '变更后协助营销人员ID（固化，仅业务归属使用）',
    change_reason VARCHAR(255) COMMENT '变更原因',
    operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_ownership_change_logs PRIMARY KEY (id),
    CONSTRAINT fk_ownership_change_logs_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB 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）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_ownership_change_logs_customer_id ON ownership_change_logs (customer_id);

CREATE INDEX idx_ownership_change_logs_business_id ON ownership_change_logs (business_id);

CREATE INDEX idx_ownership_change_logs_create_time ON ownership_change_logs (create_time);

-- ---------------------------------------------------------------------------
-- 字典数据：角色（与 V1 迁移中的初始化数据一致）
-- ---------------------------------------------------------------------------
INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('admin', '系统管理员', '全部权限，含计提参数与系数表配置', 1);

INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('user', '普通用户', '业务操作', 2);

-- 2026-10-15 复核审批补充需求：三个职能登录角色（与 V6 迁移种子一致；
-- 内置保护由 role_service 的 BUILTIN_ROLE_CODES 白名单承担）
INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('marketing_ops', '营销后勤', '提交与录入（审批链第一节点：月结/二次分配提交）', 3);

INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('finance', '财务', '复核（审批链第二节点）', 4);

INSERT INTO roles (role_code, role_name, description, sort_order) VALUES ('leader', '领导', '审核（审批链第三节点；全览只读）', 5);

-- ---------------------------------------------------------------------------
-- 字典数据：业务岗位与计提参数（与 V3 迁移种子一致；口径依据 2026-10-12 业务裁决）
-- 显式指定 id：param_values 按 param_id 引用定义，与迁移种子保持同源一致
-- ---------------------------------------------------------------------------
INSERT INTO business_roles (id, role_code, role_name, calc_template, description, sort_order, is_builtin) VALUES
(1, 'salesperson', '营销员', 'TPL_SALESPERSON_DECAY', '业务员个人户：回款天数线性递减（10‰ − 天数×4/360‰，361 天起固定 4‰）', 1, 1),
(2, 'sales_manager', '营销经理', 'TPL_MANAGER_SHARE', '经理绩效：∑本团队业务员绩效×12.5% + ∑全公司业务员绩效×5%', 2, 1),
(3, 'info_officer', '信息员', 'TPL_INFO_SALES_FIXED', '信息员绩效：本人销售额×1‰', 3, 1);

INSERT INTO param_change_batches (id, version_no, effective_date, change_type, remark, operator_name, item_count) VALUES
(1, 'P20260101-00', '2026-01-01', 1, '初始版本（系统初始化种子，口径依据 2026-10-12 业务裁决与 2026-10-19 澄清答复）', 'system', 19);

INSERT INTO param_definitions (id, param_code, param_name, param_group, value_type, unit, dimension_type, options_text, default_value, value_min, value_max, description, sort_order) VALUES
(1, 'salesperson.rate.start', '业务员起始计提比例', '业务员个人户', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '10', '0', NULL, '线性递减段起始值：比例 = 起始 − 回款天数 × 斜率（≤分界天数）', 1),
(2, 'salesperson.rate.slope', '业务员日递减斜率', '业务员个人户', 'DECIMAL', '‰/天', 'BUSINESS_ROLE', NULL, '4/360', '0', NULL, '精确分数 4/360‰/天（=1/90），禁止按 0.011111 截断存储', 2),
(3, 'salesperson.rate.floor', '业务员计提下限', '业务员个人户', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '4', '0', NULL, '回款天数超过分界天数后固定取此比例（≥361 天 = 4‰）', 3),
(4, 'salesperson.days.boundary', '线性递减分界天数', '业务员个人户', 'INT', '天', 'BUSINESS_ROLE', NULL, '360', '0', NULL, '≤分界天数按公式线性递减（360 天=6‰）；超过则取下限', 4),
(5, 'manager.share.team', '经理本团队分成比例', '经理分成', 'DECIMAL', '%', 'BUSINESS_ROLE', NULL, '12.5', '0', '100', '∑本人带领业务员绩效 × 此比例（限本团队）', 5),
(6, 'manager.share.company', '经理全公司分成比例', '经理分成', 'DECIMAL', '%', 'BUSINESS_ROLE', NULL, '5', '0', '100', '∑全部业务员绩效 × 此比例（全公司）', 6),
(7, 'enterprise.rate', '企业户计提比例', '企业户', 'DECIMAL', '‰', 'PRODUCT_CATEGORY', NULL, '3', '0', NULL, '所有企业户适用；2026-08-13 起由 2‰ 提高至 3‰', 7),
(8, 'info.rate', '信息员计提比例', '信息员', 'DECIMAL', '‰', 'BUSINESS_ROLE', NULL, '1', '0', NULL, '信息员绩效 = 本人销售额 × 此比例', 8),
(9, 'prepay.rate', '预付款计提比例', '支付环节', 'DECIMAL', '‰', 'NONE', NULL, '10', '0', NULL, '预付款统一按此比例计提', 9),
(10, 'barter.discount', '以物抵顶折算比例', '支付环节', 'DECIMAL', '%', 'NONE', NULL, '80', '0', '100', '以物抵顶回款绩效按应发绩效的此比例折算', 10),
(11, 'payment.start.ratio', '支付起付比例', '支付环节', 'DECIMAL', '%', 'NONE', NULL, '60', '0', '100', '单项业务回款额达销售额（不含运费）此比例后起付；达标前累计', 11),
(12, 'payment.weight.mode', '支付权重应用方式', '支付环节', 'ENUM', NULL, 'NONE', 'FULL|BALANCE', 'FULL', NULL, NULL, 'FULL=按 R×R 乘当月全额应发绩效；BALANCE=乘余额（语义待 M3 前确认）', 12),
(13, 'product.threshold', '折算毛利润额阈值', '产品阈值', 'DECIMAL', '%', 'PRODUCT_CATEGORY', NULL, '30', '0', '100', '折算毛利润额 = 销售额 ×(毛利润率 − 阈值)；市政水利 30%、轨交 20%', 13),
(14, 'salary.basic.mode', '月工资基本工资口径', '月工资口径', 'ENUM', NULL, 'BUSINESS_ROLE', 'INCLUDE|DEDUCT|EXCLUDE', 'INCLUDE', NULL, NULL, 'INCLUDE含基本工资 / DEDUCT扣除基本工资 / EXCLUDE不计', 14),
(15, 'probation.annual.threshold', '试用期年累计结算阈值', '月工资口径', 'DECIMAL', '元', 'NONE', NULL, '18000', '0', NULL, '试用期年累计绩效超过此值部分年底一次性结算', 15),
(17, 'approval.secondary_allocation.enabled', '二次分配审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '0=二次分配方案提交即生效（系统自动通过全节点留痕，留痕不断链）；1=提交后进入财务复核→领导审核审批流。默认开启（澄清 #5 业务答复 2026-10-19），业务可关闭', 17),
(18, 'approval.monthly_settlement.enabled', '月度结算审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '月度结算审批链开关（④ 月结提交时消费）：0=结算生成即生效，1=走财务复核→领导审核审批流。默认开启（澄清 #7 业务答复 2026-10-19，月结涉及工资发放从严），业务可关闭', 18),
(19, 'approval.adjustment.enabled', '调整单审批开关', '审批开关', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '0=调整单提交即生效（系统自动通过留痕）；1=走财务复核→领导审核审批流。调整单是已锁定月份补发/扣减的唯一通道（澄清 #9：走同一审批链，默认值业务未明确，暂按直接生效，业务可开启）', 19),
(20, 'manager.personal.included', '经理个人户计入聚合基数', '经理分成', 'BOOL', NULL, 'NONE', NULL, '0', NULL, NULL, '经理 12.5%+5% 聚合时是否计入经理本人名下经理个人户业绩（澄清 #12 业务答复 2026-10-19：作为参数配置、手动调整是否纳入）：0=不计入（默认，暂口径） 1=计入', 20),
-- 预警规则参数（M4 ⑧ 工作台，澄清 #10「做成参数化规则便于调整」）
(21, 'warning.enabled', '风险预警总开关', '预警规则', 'BOOL', NULL, 'NONE', NULL, '1', NULL, NULL, '工作台风险预警区块总开关：0=关闭（不扫描不展示） 1=开启（默认）', 21),
(22, 'warning.receipt.overdue.days', '回款逾期天数阈值', '预警规则', 'INT', '天', 'NONE', NULL, '90', '1', NULL, '发货后超过该天数仍未回款的发货批次触发预警（澄清 #10 建议默认 90 天）', 22),
(23, 'warning.approval.timeout.days', '审批超时天数阈值', '预警规则', 'INT', '天', 'NONE', NULL, '3', '1', NULL, '待审批单提交后超过该天数未处理触发预警（澄清 #10 建议默认 3 天）', 23);

INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES
(1, 1, 'salesperson', '2026-02-17', '10', 1),
(2, 2, 'salesperson', '2026-02-17', '4/360', 1),
(3, 3, 'salesperson', '2026-02-17', '4', 1),
(4, 4, 'salesperson', '2026-02-17', '360', 1),
(5, 5, 'sales_manager', '2026-08-13', '12.5', 1),
(6, 6, 'sales_manager', '2026-08-13', '5', 1),
(7, 7, '', '2026-02-17', '2', 1),
(8, 7, '', '2026-08-13', '3', 1),
(9, 8, 'info_officer', '2026-08-13', '1', 1),
(10, 9, '', '2026-01-01', '10', 1),
(11, 10, '', '2026-01-01', '80', 1),
(12, 11, '', '2026-01-01', '60', 1),
(13, 12, '', '2026-01-01', 'FULL', 1),
(14, 13, 'municipal_water', '2026-02-17', '30', 1),
(15, 13, 'rail_transit', '2026-02-17', '20', 1),
(16, 14, 'salesperson', '2026-01-01', 'INCLUDE', 1),
(17, 14, 'sales_manager', '2026-01-01', 'DEDUCT', 1),
(18, 15, '', '2026-01-01', '18000', 1),
-- 审批开关默认开启（澄清 #5/#7 答复 2026-10-19）；试用期统一工资参数已撤
-- （#16 答复：按人员档案 personnel.salary_standard 逐人维护），本脚本直达终态
(20, 17, '', '2026-01-01', '1', 1),
(21, 18, '', '2026-01-01', '1', 1),
(22, 19, '', '2026-01-01', '0', 1),
(25, 20, '', '2026-01-01', '0', 1),
-- 预警规则参数生效值（M4 ⑧）
(26, 21, '', '2026-10-19', '1', 1),
(27, 22, '', '2026-10-19', '90', 1),
(28, 23, '', '2026-10-19', '3', 1);

-- ---------------------------------------------------------------------------
-- 业务表（V5 迁移；业务编号自动生成，五项汇总冗余列由服务层事务内维护）
-- ---------------------------------------------------------------------------
CREATE TABLE businesses (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    business_no VARCHAR(32) NOT NULL COMMENT '业务编号，自动生成 YW{YYYYMMDD}-{4位当日序号}（报表合同编号）',
    customer_id BIGINT UNSIGNED NOT NULL COMMENT '客户ID（customers.id）',
    business_date DATE COMMENT '业务日期（T+ 同步口径）',
    status TINYINT NOT NULL COMMENT '业务状态：1执行中 2已完成 3已终止（终态不可变更；T+同步不覆盖）' DEFAULT '1',
    owner_personnel_id BIGINT UNSIGNED COMMENT '负责营销人员ID（核算归属锚点；NULL=待指定，M3 核算前置校验非空；变更留痕不回溯）',
    assistant_personnel_id BIGINT UNSIGNED COMMENT '协助营销人员ID（一期核算不使用，对照表 #15；仅记录事实）',
    is_special TINYINT NOT NULL COMMENT '特殊业务标记：1是 0否（公司参与等）' DEFAULT '0',
    special_note VARCHAR(255) COMMENT '特殊业务说明',
    total_sale_amount DECIMAL(14, 2) COMMENT '销售额合计（明细行汇总冗余，服务层事务内维护，禁手工直改；不含运费口径）' DEFAULT '0',
    total_cost_amount DECIMAL(14, 2) COMMENT '成本合计（明细行汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
    total_ship_amount DECIMAL(14, 2) COMMENT '发货金额合计（发货明细汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
    total_received_amount DECIMAL(14, 2) COMMENT '回款合计（回款记录汇总冗余，服务层事务内维护；M3 起付判定直接消费）' DEFAULT '0',
    total_freight_amount DECIMAL(14, 2) COMMENT '运费合计（发货单汇总冗余，仅记录展示；不计入毛利润口径，对照表 #2）' DEFAULT '0',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    source_no VARCHAR(64) 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）',
    t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
    sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
    synced_at DATETIME COMMENT '最近同步时间',
    CONSTRAINT pk_businesses PRIMARY KEY (id),
    CONSTRAINT uk_businesses_business_no UNIQUE (business_no),
    CONSTRAINT fk_businesses_customer_id FOREIGN KEY(customer_id) REFERENCES customers (id) ON DELETE RESTRICT,
    CONSTRAINT fk_businesses_owner_personnel_id FOREIGN KEY(owner_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
    CONSTRAINT fk_businesses_assistant_personnel_id FOREIGN KEY(assistant_personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务表（业务编号自动生成；T+同步不覆盖业务状态）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_businesses_business_date ON businesses (business_date);

CREATE INDEX idx_businesses_customer_id ON businesses (customer_id);

CREATE INDEX idx_businesses_owner_personnel_id ON businesses (owner_personnel_id);

CREATE INDEX idx_businesses_source_no ON businesses (source_no);

CREATE INDEX idx_businesses_status ON businesses (status);

-- ---------------------------------------------------------------------------
-- 业务产品明细表（V5 迁移；行级类别为折算锚点，指导价 T+ 同步不覆盖）
-- ---------------------------------------------------------------------------
CREATE TABLE business_items (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id）',
    product_id BIGINT UNSIGNED COMMENT '产品ID（products.id；NULL=自由录入，未入产品库）',
    product_name VARCHAR(128) NOT NULL COMMENT '产品名称（引用产品时冗余固化）',
    spec_model VARCHAR(128) NOT NULL COMMENT '规格型号（冗余固化；空串对齐 products 组合唯一键口径）' DEFAULT '',
    unit VARCHAR(16) COMMENT '计量单位',
    product_category VARCHAR(32) NOT NULL COMMENT '产品类别（行级折算锚点，混合业务按产品逐条计算，对照表 #14；值域同 PRODUCT_CATEGORIES）',
    quantity DECIMAL(14, 2) NOT NULL COMMENT '数量（>0）',
    sale_price DECIMAL(14, 4) COMMENT '销售单价（元；T+ 同步或人工）',
    sale_amount DECIMAL(14, 2) NOT NULL COMMENT '销售额 = 数量×销售单价（服务层计算固化；不含运费口径，毛利润率分母）',
    cost_amount DECIMAL(14, 2) COMMENT '成本额（T+ 同步或人工录入，来源待 T+ 确认；毛利润额 = 销售额 − 成本额）',
    guided_price DECIMAL(14, 4) COMMENT '指导价（人工录入；T+同步不覆盖，需规 2.2.1/2.2.4）',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_business_items PRIMARY KEY (id),
    CONSTRAINT fk_business_items_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
    CONSTRAINT fk_business_items_product_id FOREIGN KEY(product_id) REFERENCES products (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务产品明细表（毛利润行级源数据；指导价 T+同步不覆盖）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_business_items_business_id ON business_items (business_id);

CREATE INDEX idx_business_items_product_category ON business_items (product_category);

CREATE INDEX idx_business_items_product_id ON business_items (product_id);

-- ---------------------------------------------------------------------------
-- 业务状态变更记录表（V5 迁移，append-only；创建时写首条 old=new=1）
-- ---------------------------------------------------------------------------
CREATE TABLE business_status_logs (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（固化，无外键；删除保护由服务层承担）',
    old_status TINYINT NOT NULL COMMENT '变更前状态（创建首条为 1）',
    new_status TINYINT NOT NULL COMMENT '变更后状态',
    change_reason VARCHAR(255) COMMENT '变更原因（终止时必填）',
    operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_business_status_logs PRIMARY KEY (id),
    CONSTRAINT fk_business_status_logs_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务状态变更记录表（append-only）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_business_status_logs_business_id ON business_status_logs (business_id);

CREATE INDEX idx_business_status_logs_create_time ON business_status_logs (create_time);

-- ---------------------------------------------------------------------------
-- 发货单表（V5 迁移；发货日为回款天数基准日，发货日首日计第 1 天）
-- ---------------------------------------------------------------------------
CREATE TABLE shipments (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    shipment_no VARCHAR(32) NOT NULL COMMENT '发货单号，自动生成 SH{YYYYMMDD}-{4位当日序号}（内部追溯用）',
    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id；终态业务禁止新发货）',
    ship_date DATE NOT NULL COMMENT '发货日期（回款天数基准日，发货日首日=第 1 天）',
    freight_amount DECIMAL(14, 2) NOT NULL COMMENT '运费金额（仅记录展示；不计入毛利润口径，对照表 #2）' DEFAULT '0',
    total_amount DECIMAL(14, 2) NOT NULL COMMENT '发货总金额（明细行汇总冗余，服务层事务内维护，禁手工直改）' DEFAULT '0',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    source_no VARCHAR(64) 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）',
    t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
    sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
    synced_at DATETIME COMMENT '最近同步时间',
    CONSTRAINT pk_shipments PRIMARY KEY (id),
    CONSTRAINT uk_shipments_shipment_no UNIQUE (shipment_no),
    CONSTRAINT fk_shipments_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='发货单表（发货日为回款天数基准日，发货日首日计第 1 天）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_shipments_business_id ON shipments (business_id);

CREATE INDEX idx_shipments_ship_date ON shipments (ship_date);

CREATE INDEX idx_shipments_source_no ON shipments (source_no);

-- ---------------------------------------------------------------------------
-- 发货产品明细表（V5 迁移）
-- ---------------------------------------------------------------------------
CREATE TABLE shipment_items (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    shipment_id BIGINT UNSIGNED NOT NULL COMMENT '发货单ID（shipments.id）',
    product_id BIGINT UNSIGNED COMMENT '产品ID（products.id；NULL=自由录入）',
    product_name VARCHAR(128) NOT NULL COMMENT '产品名称（引用产品时冗余固化）',
    spec_model VARCHAR(128) NOT NULL COMMENT '规格型号（冗余固化；空串对齐 products 组合唯一键口径）' DEFAULT '',
    unit VARCHAR(16) COMMENT '计量单位',
    quantity DECIMAL(14, 2) NOT NULL COMMENT '发货数量（>0）',
    sale_price DECIMAL(14, 4) COMMENT '发货单价（元；T+ 同步或人工，口径待 IT 确认）',
    amount DECIMAL(14, 2) NOT NULL COMMENT '行金额 = 数量×单价（服务层计算固化，不信任前端传值）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_shipment_items PRIMARY KEY (id),
    CONSTRAINT fk_shipment_items_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT,
    CONSTRAINT fk_shipment_items_product_id FOREIGN KEY(product_id) REFERENCES products (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='发货产品明细表' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_shipment_items_product_id ON shipment_items (product_id);

CREATE INDEX idx_shipment_items_shipment_id ON shipment_items (shipment_id);

-- ---------------------------------------------------------------------------
-- 回款表（V5 迁移；手动指定发货批次，已核算回款禁改禁删）
-- ---------------------------------------------------------------------------
CREATE TABLE receipts (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    receipt_batch_no VARCHAR(32) NOT NULL COMMENT '回款批次号，自动生成 HK{YYYYMMDD}-{4位当日序号}（系统内唯一；T+ 同步回款以 source_no 幂等）',
    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id）',
    shipment_id BIGINT UNSIGNED COMMENT '发货单ID（shipments.id；手动指定的回款对应批次，须与本行业务一致；NULL=暂未指定）',
    receipt_date DATE NOT NULL COMMENT '回款到账日（M3 按此日匹配参数版本，对照表 #11）',
    amount DECIMAL(14, 2) NOT NULL COMMENT '回款金额（≥0；一期禁负数/红字）',
    is_barter TINYINT NOT NULL COMMENT '以物抵顶标记：1是 0否（M3 核算按应发绩效×barter.discount 折算，M2 仅标记）' DEFAULT '0',
    settlement_status TINYINT NOT NULL COMMENT '绩效核算状态：0未核算 1已核算（M3 核算防重锚点；已核算回款禁改禁删）' DEFAULT '0',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    source_no VARCHAR(64) 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）',
    t_plus_id VARCHAR(64) COMMENT 'T+ 系统内部标识',
    sync_batch_no VARCHAR(32) COMMENT '同步批次号（同步模块写入）',
    synced_at DATETIME COMMENT '最近同步时间',
    CONSTRAINT pk_receipts PRIMARY KEY (id),
    CONSTRAINT uk_receipts_receipt_batch_no UNIQUE (receipt_batch_no),
    CONSTRAINT fk_receipts_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE RESTRICT,
    CONSTRAINT fk_receipts_shipment_id FOREIGN KEY(shipment_id) REFERENCES shipments (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='回款表（手动指定发货批次；已核算回款禁改禁删）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_receipts_business_id ON receipts (business_id);

CREATE INDEX idx_receipts_receipt_date ON receipts (receipt_date);

CREATE INDEX idx_receipts_settlement_status ON receipts (settlement_status);

CREATE INDEX idx_receipts_shipment_id ON receipts (shipment_id);

CREATE INDEX idx_receipts_source_no ON receipts (source_no);

-- ---------------------------------------------------------------------------
-- 客户评级等级配置表（V5 迁移；判定按 sort_order 升序首个 min_score≤总分）
-- ---------------------------------------------------------------------------
CREATE TABLE customer_rating_grades (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    grade_name VARCHAR(32) NOT NULL COMMENT '等级名称（如 A/优秀）',
    min_score DECIMAL(5, 1) NOT NULL COMMENT '总分下限（含）；判定=按 sort_order 升序首个 min_score ≤ 总分',
    max_score DECIMAL(5, 1) NOT NULL COMMENT '总分上限（展示用）',
    sort_order INT NOT NULL COMMENT '排序（判定顺序，升序）' DEFAULT '0',
    remark VARCHAR(255) COMMENT '说明',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_customer_rating_grades PRIMARY KEY (id),
    CONSTRAINT uk_customer_rating_grades_grade_name UNIQUE (grade_name)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='客户评级等级配置表（等级映射可配置；判定按 sort_order 升序首个 min_score≤总分）' COLLATE utf8mb4_general_ci;

-- ---------------------------------------------------------------------------
-- 字典数据：评级等级（与 V5 迁移种子一致；评分项固定 5 项×20 分为前端常量，对照表 #25）
-- ---------------------------------------------------------------------------
INSERT INTO customer_rating_grades (grade_name, min_score, max_score, sort_order, remark) VALUES
('A', 90, 100, 1, '优秀'),
('B', 75, 89, 2, '良好'),
('C', 60, 74, 3, '合格'),
('D', 0, 59, 4, '待改进');

-- ---------------------------------------------------------------------------
-- 系统设置/二次分配/审批（V6 迁移；公司信息单行；分摊计算待澄清另批）
-- ---------------------------------------------------------------------------
CREATE TABLE system_settings (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    company_name VARCHAR(64) NOT NULL COMMENT '公司名称（登录页与导出页眉展示）',
    logo_path VARCHAR(255) COMMENT 'logo 相对路径（文件存 uploads/logo/，null=未上传使用默认）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_system_settings PRIMARY KEY (id)
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='系统设置表（公司信息，全系统单行）' COLLATE utf8mb4_general_ci;

CREATE TABLE approval_orders (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    order_no VARCHAR(32) NOT NULL COMMENT '审批单号，自动生成 AP{YYYYMMDD}-{4位当日序号}',
    order_type TINYINT NOT NULL COMMENT '审批对象类型：1二次分配方案 2月度结算（预留）',
    ref_id BIGINT UNSIGNED NOT NULL COMMENT '引用对象ID（order_type=1 时为 businesses.id；固化无外键，删除保护由服务层承担）',
    refer_no VARCHAR(32) NOT NULL COMMENT '引用对象单号（冗余固化，列表页免联查）',
    version_no INT NOT NULL COMMENT '提交版本号（同一对象类型+引用对象从1递增；重提产生新版本，旧单快照不覆盖）' DEFAULT '1',
    snapshot_json JSON COMMENT '提交时内容快照（信封：schema_version/order_type/captured_at/data；历史单可空）',
    status TINYINT NOT NULL COMMENT '审批状态：1待财务复核 2待领导审核 3已通过 4已驳回 5已撤回' DEFAULT '1',
    submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）',
    submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_approval_orders PRIMARY KEY (id),
    CONSTRAINT uk_approval_orders_order_no UNIQUE (order_no),
    CONSTRAINT uk_approval_orders_order_type_ref_version UNIQUE (order_type, ref_id, version_no),
    CONSTRAINT fk_approval_orders_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='审批单表（营销后勤提交→财务复核→领导审核；开关关闭时自动通过留痕）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_approval_orders_type_status ON approval_orders (order_type, status);

CREATE INDEX idx_approval_orders_type_ref ON approval_orders (order_type, ref_id);

CREATE TABLE approval_steps (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    order_id BIGINT UNSIGNED NOT NULL COMMENT '审批单ID（approval_orders.id；单删记录随删）',
    node TINYINT NOT NULL COMMENT '审批节点：0撤回留痕 1财务复核 2领导审核',
    action TINYINT NOT NULL COMMENT '动作：1通过 2驳回 3自动通过 4撤回',
    opinion VARCHAR(255) COMMENT '审批意见（驳回时填写）',
    operator_id BIGINT UNSIGNED COMMENT '操作人ID（自动通过/系统动作置空）',
    operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化；系统动作记「系统」）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    CONSTRAINT pk_approval_steps PRIMARY KEY (id),
    CONSTRAINT fk_approval_steps_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL,
    CONSTRAINT fk_approval_steps_order_id FOREIGN KEY(order_id) REFERENCES approval_orders (id) ON DELETE CASCADE
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='审批节点记录表（append-only；自动通过/撤回均有留痕）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_approval_steps_order_id ON approval_steps (order_id);

CREATE TABLE business_secondary_allocations (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（businesses.id；业务删除随删）',
    version_no INT NOT NULL COMMENT '方案版本号（同一业务从1递增；编辑/重提产生新版本，旧版本仅置历史）' DEFAULT '1',
    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '参与业务员ID（personnel.id；被方案引用禁删）',
    personnel_name VARCHAR(64) NOT NULL COMMENT '参与业务员姓名（冗余固化，离职后回显有名）',
    ratio DECIMAL(5, 2) NOT NULL COMMENT '分摊比例（0-100 两位小数；不要求合计满额，余额归属待澄清#2）',
    is_active TINYINT NOT NULL COMMENT '是否当前生效版本：1生效 0历史（编辑替换/驳回清空后置0，行不删除）' DEFAULT '1',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_business_secondary_allocations PRIMARY KEY (id),
    CONSTRAINT uk_business_secondary_allocations_business_version_personnel UNIQUE (business_id, version_no, personnel_id),
    CONSTRAINT fk_business_secondary_allocations_business_id FOREIGN KEY(business_id) REFERENCES businesses (id) ON DELETE CASCADE,
    CONSTRAINT fk_business_secondary_allocations_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='业务二次分配方案版本表（append-only；比例不要求合计满额，余额归属待澄清）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_business_secondary_allocations_business_id ON business_secondary_allocations (business_id);

CREATE INDEX idx_business_secondary_allocations_personnel_id ON business_secondary_allocations (personnel_id);

CREATE INDEX idx_business_secondary_allocations_business_active ON business_secondary_allocations (business_id, is_active);

-- ---------------------------------------------------------------------------
-- 绩效核算台账/月结/调整单（V7 迁移；append-only 版本行；通过即锁定走调整单）
-- ---------------------------------------------------------------------------
CREATE TABLE monthly_settlements (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    settlement_month VARCHAR(7) NOT NULL COMMENT '结算月份（YYYY-MM；全表唯一）',
    status TINYINT NOT NULL COMMENT '状态：1草稿 2待审批 3已审定（终态=已锁定）4已驳回（回草稿）' DEFAULT '1',
    total_performance NUMERIC(14, 2) COMMENT '绩效金额合计（可负）',
    total_payable NUMERIC(14, 2) COMMENT '应付绩效合计（可负）',
    person_count TINYINT NOT NULL COMMENT '结算人数' DEFAULT '0',
    snapshot_json JSON COMMENT '月度总览快照（生成时刻的确认回款口径说明与汇总参数）',
    approval_order_no VARCHAR(32) COMMENT '关联审批单号（冗余固化；开关关闭自动通过时也有单）',
    submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）',
    submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）',
    locked_at DATETIME COMMENT '锁定时间（status=3 时回填）',
    locked_by VARCHAR(64) COMMENT '锁定操作人（冗余固化）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_monthly_settlements PRIMARY KEY (id),
    CONSTRAINT uk_monthly_settlements_settlement_month UNIQUE (settlement_month),
    CONSTRAINT fk_monthly_settlements_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='月度结算表（按月一行；通过即锁定，锁定后走调整单）' COLLATE utf8mb4_general_ci;

CREATE TABLE settlement_items (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    settlement_id BIGINT UNSIGNED NOT NULL COMMENT '月结ID（monthly_settlements.id；头删明细随删）',
    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '结算人员ID（personnel.id）',
    personnel_name VARCHAR(64) NOT NULL COMMENT '结算人员姓名（冗余固化）',
    role_code VARCHAR(32) NOT NULL COMMENT '岗位编码（主岗，聚合锚点）',
    calc_type TINYINT NOT NULL COMMENT '核算类型：1单笔回款 2经理团队聚合',
    performance_sum NUMERIC(14, 2) NOT NULL COMMENT '绩效金额合计（可负；聚合行排除经理个人户业绩，#12 暂口径）',
    payable_sum NUMERIC(14, 2) NOT NULL COMMENT '应付绩效合计（可负）',
    basic_amount NUMERIC(14, 2) COMMENT '月工资标准（personnel.salary_standard 当月快照）',
    salary_mode VARCHAR(16) COMMENT '月工资口径快照：INCLUDE/DEDUCT/EXCLUDE',
    net_amount NUMERIC(14, 2) COMMENT '净工资 = 绩效±基本工资（按口径；试用期 0）',
    is_probation TINYINT NOT NULL COMMENT '试用期：1绩效照算不发放（net=0，超年累计记 note）0否' DEFAULT '0',
    probation_note VARCHAR(255) COMMENT '试用期说明（年累计超阈值部分年底一次性结算）',
    snapshot_json JSON COMMENT '个人明细快照（台账行引用列表）',
    CONSTRAINT pk_settlement_items PRIMARY KEY (id),
    CONSTRAINT fk_settlement_items_settlement_id FOREIGN KEY(settlement_id) REFERENCES monthly_settlements (id) ON DELETE CASCADE,
    CONSTRAINT fk_settlement_items_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='月结明细表（按人固化；支持负数工资；锁定后只读）' COLLATE utf8mb4_general_ci;

CREATE TABLE adjustment_orders (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    order_no VARCHAR(32) NOT NULL COMMENT '调整单号，自动生成 TZ{YYYYMMDD}-{4位当日序号}',
    settlement_month VARCHAR(7) NOT NULL COMMENT '调整月份（YYYY-MM；跨月规则待澄清 #9 前不限制）',
    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '调整人员ID（personnel.id）',
    personnel_name VARCHAR(64) NOT NULL COMMENT '调整人员姓名（冗余固化）',
    direction TINYINT NOT NULL COMMENT '方向：1补发 2扣减',
    amount NUMERIC(14, 2) NOT NULL COMMENT '调整金额（恒正，方向表达语义）',
    reason VARCHAR(255) NOT NULL COMMENT '扣补说明（必填，审批与追溯锚点）',
    status TINYINT NOT NULL COMMENT '状态：1待审批 2已生效 3已驳回 4已撤回' DEFAULT '1',
    submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）',
    submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_adjustment_orders PRIMARY KEY (id),
    CONSTRAINT uk_adjustment_orders_order_no UNIQUE (order_no),
    CONSTRAINT fk_adjustment_orders_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
    CONSTRAINT fk_adjustment_orders_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='调整单表（已锁定月份的补发/扣减；走审批；生效后不回写月结快照）' COLLATE utf8mb4_general_ci;

CREATE TABLE performance_ledgers (
    id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
    receipt_id BIGINT UNSIGNED COMMENT '回款ID（receipts.id；聚合行可为 NULL）',
    calc_version TINYINT NOT NULL COMMENT '核算版本（重算+1，旧行 is_active=0）' DEFAULT '1',
    is_active TINYINT NOT NULL COMMENT '生效标记：1当前生效 0已被重算替代（重算受控 UPDATE 例外）' DEFAULT '1',
    calc_type TINYINT NOT NULL COMMENT '核算类型：1单笔回款 2经理团队聚合（月度）' DEFAULT '1',
    business_id BIGINT UNSIGNED NOT NULL COMMENT '业务ID（固化无外键；聚合行为该经理名下首行业务ID，报表下钻锚点）',
    business_no VARCHAR(32) NOT NULL COMMENT '业务编号（冗余固化，列表免联查）',
    personnel_id BIGINT UNSIGNED NOT NULL COMMENT '归属营销人员ID（personnel.id；核算归属锚点）',
    personnel_name VARCHAR(64) NOT NULL COMMENT '归属营销人员姓名（冗余固化）',
    role_code VARCHAR(32) NOT NULL COMMENT '岗位编码（business_roles.role_code，计提公式锚点）',
    customer_type VARCHAR(32) NOT NULL COMMENT '客户分类：personal/manager_personal/enterprise',
    product_category VARCHAR(32) NOT NULL COMMENT '产品类别：municipal_water/rail_transit/mixed（混合业务，行级明细入 snapshot_json）',
    ship_date DATE COMMENT '发货日期（回款天数基准）',
    receipt_date DATE NOT NULL COMMENT '回款日期（参数版本匹配日，裁决 #11）',
    payment_days INTEGER COMMENT '回款天数（发货日首日计第 1 天；未指定批次为 NULL；先款后货照实负值）',
    rate_text VARCHAR(32) NOT NULL COMMENT '计提比例原文（如 4/360，防 Fraction 截断；聚合行存 12.5%/5% 结构说明）',
    converted_profit NUMERIC(14, 2) COMMENT '折算毛利润额（可负；混合业务为各行汇总）',
    performance_amount NUMERIC(14, 2) COMMENT '绩效金额（可负，裁决：负绩效照算不归零）',
    barter_applied TINYINT NOT NULL COMMENT '以物抵顶折算：1已按 80% 折算 0否' DEFAULT '0',
    weight_r INTEGER COMMENT '支付权重 R（回款占销售额百分比向下取整）',
    payment_weight NUMERIC(7, 6) COMMENT '支付权重系数 R×R（展示用）',
    payable_amount NUMERIC(14, 2) COMMENT '当期应付绩效（绩效 × 支付权重；聚合行为当月汇总）',
    settlement_month VARCHAR(7) NOT NULL COMMENT '归属月（回款日期所在月，YYYY-MM；月结与报表维度）',
    is_probation TINYINT NOT NULL COMMENT '试用期：1照算不发放 0否' DEFAULT '0',
    missing_cost TINYINT NOT NULL COMMENT '成本缺失：1有明细行缺成本（该行毛利按 0 计）0否' DEFAULT '0',
    snapshot_json JSON COMMENT '计算快照（所用参数版本与行级折算明细，重算可回溯）',
    settlement_id BIGINT UNSIGNED COMMENT '所属月结ID（月结生成时回填；NULL=未入结）',
    calc_reason VARCHAR(255) COMMENT '核算/重算原因（重算必填留痕）',
    remark VARCHAR(255) COMMENT '备注',
    create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
    update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    CONSTRAINT pk_performance_ledgers PRIMARY KEY (id),
    CONSTRAINT uk_performance_ledgers_receipt_id_calc_version_personnel UNIQUE (receipt_id, calc_version, personnel_id),
    CONSTRAINT fk_performance_ledgers_settlement_id FOREIGN KEY(settlement_id) REFERENCES monthly_settlements (id) ON DELETE RESTRICT,
    CONSTRAINT fk_performance_ledgers_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
    CONSTRAINT fk_performance_ledgers_receipt_id FOREIGN KEY(receipt_id) REFERENCES receipts (id) ON DELETE RESTRICT
)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='绩效核算台账表（append-only 版本行；重算插新版本旧行仅翻 is_active）' COLLATE utf8mb4_general_ci;

CREATE INDEX idx_performance_ledgers_business_id ON performance_ledgers (business_id);

CREATE INDEX idx_performance_ledgers_month_active ON performance_ledgers (settlement_month, is_active);

CREATE INDEX idx_performance_ledgers_month_personnel_type ON performance_ledgers (settlement_month, personnel_id, calc_type);

CREATE INDEX idx_performance_ledgers_personnel_id ON performance_ledgers (personnel_id);

ALTER TABLE approval_orders MODIFY order_type TINYINT NOT NULL COMMENT '审批对象类型：1二次分配方案 2月度结算 3调整单';

-- 公司信息单行（system_settings 恒为一行，id=1 由迁移保底）
INSERT INTO system_settings (id, company_name, logo_path) VALUES (1, '衍水集团', NULL);

-- ---------------------------------------------------------------------------
-- 迁移版本记录：须等于当前 head，使 alembic upgrade head 成为空操作
-- ---------------------------------------------------------------------------
CREATE TABLE alembic_version (
    version_num VARCHAR(32) NOT NULL,
    CONSTRAINT alembic_version_pkc PRIMARY KEY (version_num)
)CHARSET=utf8mb4 ENGINE=InnoDB COLLATE utf8mb4_general_ci;

INSERT INTO alembic_version (version_num) VALUES ('c3a9e1d7b2f4');