PayrollManagementSystem/db/migration/V7__add_ledger_settlements_adjustments.sql

-- Running upgrade 79bcc5aa98d4 -> 3bca400421c6

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 fk_monthly_settlements_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL, 
    CONSTRAINT uk_monthly_settlements_settlement_month UNIQUE (settlement_month)
)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 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 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, 
    CONSTRAINT uk_adjustment_orders_order_no UNIQUE (order_no)
)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 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_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT, 
    CONSTRAINT fk_settlement_items_settlement_id FOREIGN KEY(settlement_id) REFERENCES monthly_settlements (id) ON DELETE CASCADE
)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 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 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, 
    CONSTRAINT fk_performance_ledgers_settlement_id FOREIGN KEY(settlement_id) REFERENCES monthly_settlements (id) ON DELETE RESTRICT, 
    CONSTRAINT uk_performance_ledgers_receipt_id_calc_version UNIQUE (receipt_id, calc_version)
)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';

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, status) VALUES (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', 19, 1);

INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (22, 19, '', '2026-01-01', '0', 1);

UPDATE alembic_version SET version_num='3bca400421c6' WHERE alembic_version.version_num = '79bcc5aa98d4';