feat(后端): 添加授权体系、系统监控与试用期计提

按 2026-11-02 需求补齐计划交付后端能力：
- 角色授权：权限目录化，接口统一准入校验，未登记默认拒绝；
  管理员判断改为按数据库角色重新判定，防止权限码持有者绕过
- 系统监控：单进程采集资源、请求与异常指标，分钟级聚合，
  阈值配置化；敏感配置增加 repr 保护，Redis 密码 URL 转义
- 试用期计提：按回款日判定并写入快照，年度结清与调整单联动；
  人员模型补试用期、离职日期与工资版本历史字段
- 计提模板：公式骨架受控，页面维护名称与参数绑定
- T+ 采集：自动化配置表与进度查询

内置角色禁停用保护对齐模块注释；核算规则版本提为常量并
补充批量核算失败堆栈日志。

影响范围：后端全部模块、数据库迁移 V22-V28
验证：uv run ruff check 通过；922 个单元测试全部通过；
集成测试因本机 MySQL 数据卷被其他容器锁定暂未运行

backend/tests/unit/test_tplus_workbench.py

@@ -24,7 +24,7 @@ from app.models import (
     TPlusSyncRecord,
     TPlusWorkRun,
 )
-from app.schemas.tplus_workbench import FactIn, WorkCreateIn
+from app.schemas.tplus_workbench import FactIn, WorkCreateIn, WorkQuery
 from app.services.tplus import workbench
 from app.services.tplus.mapping import get_mapping
 from app.services.tplus.master_import import execute_master
@@ -47,6 +47,30 @@ def work_session(monkeypatch):
     monkeypatch.setattr(workbench, "_source_database", lambda: "test_source")
     monkeypatch.setattr(workbench, "sync_lock", lambda s: nullcontext())
     with Session(engine, expire_on_commit=False) as session:
+        from app.models import (
+            AuthorizationSetting,
+            Permission,
+            Role,
+            RolePermission,
+            User,
+            UserRole,
+        )
+        from app.services.permission_catalog import CATALOG, ROLE_DEFAULTS
+
+        session.add(AuthorizationSetting(id=1, revision=1))
+        actor = User(id=1, username="test_operator", password="test_hash_only", status=1)
+        session.add(actor)
+        permission_rows = {code: Permission(perm_code=code, perm_name=code, perm_type=2, status=1)
+                           for code in CATALOG}
+        session.add_all(permission_rows.values())
+        session.flush()
+        for code, grants in ROLE_DEFAULTS.items():
+            role = Role(role_code=code, role_name=code, status=1)
+            session.add(role)
+            session.flush()
+            session.add_all([RolePermission(role_id=role.id, permission_id=permission_rows[p].id) for p in grants])
+            if code == "admin":
+                actor.user_roles.append(UserRole(role_id=role.id))
         session.add(
             BusinessRole(
                 role_name="营销员",
@@ -139,6 +163,89 @@ def prepare_person(session):
     )
 
 
+def test_关闭源读取仍可查询历史资料和任务(work_session, monkeypatch):
+    from app.core.config import Settings
+    from app.services.tplus import task_service
+
+    s = work_session
+    prepare_person(s)
+    run = preview(s, ["personnel"])
+    settings = Settings(_env_file=None, app_secret_key="x" * 32)
+    monkeypatch.setattr(task_service, "get_settings", lambda: settings)
+
+    def disabled_source():
+        raise RuntimeError("T+ 数据源未启用")
+
+    monkeypatch.setattr(workbench, "_source_database", disabled_source)
+    facts = workbench.list_facts(s, WorkQuery())
+    assert facts.total == 1
+    assert workbench.list_work(s, WorkQuery()).total == 1
+    assert workbench.get_run(s, run.run_no).run_no == run.run_no
+    assert workbench.fact_history(s, facts.records[0]["id"], WorkQuery()).total == 1
+    assert workbench.list_lines(s, run.run_no, WorkQuery()).total == 1
+    assert "仅供核对" in "".join(workbench.report_csv(s, run.run_no))
+
+
+def test_关闭源读取有多个账套时拒绝猜测(work_session, monkeypatch):
+    from app.core.config import Settings
+    from app.core.exceptions import BadRequestError
+    from app.services.tplus import task_service
+
+    prepare_person(work_session)
+    work_session.add(TPlusFact(
+        source_database="another_source", kind="PRODUCT", fact_key="9", version=1,
+        data_json={"category": "municipal_water", "unit": "件"},
+        evidence="其他账套测试", requested_by=1,
+    ))
+    work_session.commit()
+    settings = Settings(_env_file=None, app_secret_key="x" * 32)
+    monkeypatch.setattr(task_service, "get_settings", lambda: settings)
+    with pytest.raises(BadRequestError, match="多个账套"):
+        workbench.list_facts(work_session, WorkQuery())
+
+
+def test_历史查询显式账套范围不能串账(work_session, monkeypatch):
+    from app.core.config import Settings
+    from app.services.tplus import task_service
+
+    prepare_person(work_session)
+    settings = Settings(
+        _env_file=None, app_secret_key="x" * 32, t_plus_database="another_source"
+    )
+    monkeypatch.setattr(task_service, "get_settings", lambda: settings)
+    assert workbench.list_facts(work_session, WorkQuery()).total == 0
+
+
+def test_关闭读取时概况仍显示最近成功采集(work_session, monkeypatch):
+    from app.core.config import Settings
+    from app.services.tplus import query_service, task_service
+
+    prepare_person(work_session)
+    settings = Settings(_env_file=None, app_secret_key="x" * 32)
+    monkeypatch.setattr(task_service, "get_settings", lambda: settings)
+    overview = query_service.overview(work_session)
+    assert overview.is_configured is False
+    assert "仍可查看" in overview.configuration_message
+    assert overview.automation.enabled is False
+    assert overview.automation.last_success_at is not None
+    assert overview.total_staged_records >= 0
+
+
+def test_关闭SQL源读取仍可维护已存账套补充资料(work_session, monkeypatch):
+    from app.core.config import Settings
+    from app.core.exceptions import BadRequestError
+    from app.services.tplus import task_service
+
+    prepare_person(work_session)
+    settings = Settings(_env_file=None, app_secret_key="x" * 32)
+    monkeypatch.setattr(task_service, "get_settings", lambda: settings)
+    def disabled_source():
+        raise BadRequestError("T+ 数据源未启用")
+    monkeypatch.setattr(workbench, "_source_database", disabled_source)
+    data = fact(work_session, "PRODUCT", "9", {"category":"municipal_water", "unit":"件"})
+    assert data["version"] == 1
+
+
 def test_人员真实导入且重跑不重复_保留人工工资与岗位(work_session):
     s = work_session
     prepare_person(s)