6ff202d637
- 后端 /api/v1/dashboard 单端点返回四区块：经营总览（绩效/应付/人数/团队数/月结状态/近 6 个月趋势）、待办（待审批 + 回款未指定批次 + 同步显式降级）、风险预警（回款逾期/审批超时，阈值参数化）、最近动态（操作日志） - dashboard_service 实时派生（不落表、不引调度器）；参数快照一次解析；总览只做 SQL 聚合，不复用报表的重查询 - V10 迁移新增预警参数三项（warning.enabled / warning.receipt.overdue.days=90 / warning.approval.timeout.days=3），参数注册表 19→22，init-dev 与 V10 SQL 双轨同步 - 测试：test_dashboard 5 例（权限文案/总览对账+非法月份 400/待办三类/预警命中与参数关闭/动态来源）；全量 852 passed - 依赖闭包并入：core/month.py 月份校验、api/v1/base/business_roles.py（router 已挂载的岗位只读端点）、test_month_validation - 修复：alembic --sql 在 Windows 按控制台 GBK 输出，V10 SQL 以 UTF-8 重新导出（README 已记） Co-Authored-By: Claude Code <noreply@anthropic.com>
886 lines
67 KiB
SQL
886 lines
67 KiB
SQL
-- ============================================================================
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-- 开发环境初始化脚本
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--
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-- 执行时机：docker-entrypoint-initdb.d —— **仅在 MySQL 数据卷为空时的首次启动执行**
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-- 数据卷已存在时修改本文件不会生效，需要：
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-- docker compose -f docker/docker-compose.dev.yml down -v && up -d
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--
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-- 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）
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-- 必须与 db/migration/V*.sql 的合集保持一致，
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-- 由 backend/tests/integration/test_schema_sync.py 自动校验，防止两份 DDL 漂移
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--
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-- 结尾写入 alembic_version 记录（**须等于当前 head**，否则开发库重建后
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-- 执行 alembic upgrade head 会重复建表并报 1050 Table already exists）
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-- ============================================================================
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SET NAMES utf8mb4;
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-- 删除顺序遵循外键依赖：先删子表
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DROP TABLE IF EXISTS `performance_ledgers`;
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DROP TABLE IF EXISTS `settlement_items`;
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DROP TABLE IF EXISTS `adjustment_orders`;
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DROP TABLE IF EXISTS `monthly_settlements`;
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DROP TABLE IF EXISTS `approval_steps`;
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DROP TABLE IF EXISTS `approval_orders`;
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DROP TABLE IF EXISTS `business_secondary_allocations`;
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DROP TABLE IF EXISTS `system_settings`;
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DROP TABLE IF EXISTS `param_values`;
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DROP TABLE IF EXISTS `param_change_batches`;
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DROP TABLE IF EXISTS `param_definitions`;
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DROP TABLE IF EXISTS `business_roles`;
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DROP TABLE IF EXISTS `operation_logs`;
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DROP TABLE IF EXISTS `role_permissions`;
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DROP TABLE IF EXISTS `user_roles`;
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DROP TABLE IF EXISTS `login_logs`;
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DROP TABLE IF EXISTS `permissions`;
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DROP TABLE IF EXISTS `users`;
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DROP TABLE IF EXISTS `roles`;
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DROP TABLE IF EXISTS `alembic_version`;
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-- 服务端字符集应为 utf8mb4 / utf8mb4_general_ci（与 compose 的启动参数一致）
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SELECT @@character_set_server AS charset, @@collation_server AS collation;
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-- ---------------------------------------------------------------------------
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-- 权限表
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-- ---------------------------------------------------------------------------
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CREATE TABLE permissions (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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perm_code VARCHAR(128) NOT NULL COMMENT '权限编码，如 system:user:create',
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perm_name VARCHAR(64) NOT NULL COMMENT '权限名称',
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perm_type TINYINT NOT NULL COMMENT '类型：1菜单 2按钮 3接口' DEFAULT '1',
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parent_id BIGINT UNSIGNED COMMENT '父权限ID（permissions.id），顶级为空',
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sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
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status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_permissions PRIMARY KEY (id),
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CONSTRAINT fk_permissions_parent_id FOREIGN KEY(parent_id) REFERENCES permissions (id) ON DELETE CASCADE,
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CONSTRAINT uk_permissions_perm_code UNIQUE (perm_code)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='权限表' COLLATE utf8mb4_general_ci;
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-- ---------------------------------------------------------------------------
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-- 角色表
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-- ---------------------------------------------------------------------------
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CREATE TABLE roles (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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role_code VARCHAR(32) NOT NULL COMMENT '角色编码：admin系统管理员 user普通用户',
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role_name VARCHAR(64) NOT NULL COMMENT '角色名称',
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description VARCHAR(255) COMMENT '角色说明',
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sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
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status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_roles PRIMARY KEY (id),
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CONSTRAINT uk_roles_role_code UNIQUE (role_code)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='角色表' COLLATE utf8mb4_general_ci;
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-- ---------------------------------------------------------------------------
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-- 系统用户表
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-- ---------------------------------------------------------------------------
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CREATE TABLE users (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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username VARCHAR(64) NOT NULL COMMENT '登录用户名',
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password VARCHAR(100) NOT NULL COMMENT '密码哈希（BCrypt，固定60字符）',
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real_name VARCHAR(64) COMMENT '真实姓名',
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phone VARCHAR(20) COMMENT '手机号',
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email VARCHAR(128) COMMENT '邮箱',
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status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
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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',
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last_login_time DATETIME COMMENT '最后登录时间',
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remark VARCHAR(255) COMMENT '备注',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_users PRIMARY KEY (id),
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CONSTRAINT uk_users_username UNIQUE (username)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='系统用户表' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_users_phone ON users (phone);
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-- ---------------------------------------------------------------------------
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-- 登录日志表
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-- ---------------------------------------------------------------------------
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CREATE TABLE login_logs (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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user_id BIGINT UNSIGNED COMMENT '用户ID（账号不存在时为空）',
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username VARCHAR(64) NOT NULL COMMENT '登录用户名（原样记录）',
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ip VARCHAR(45) COMMENT '客户端IP（45位兼容IPv6）',
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user_agent VARCHAR(255) COMMENT '客户端User-Agent（截断存储）',
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success TINYINT NOT NULL COMMENT '是否成功：1成功 0失败' DEFAULT '0',
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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',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_login_logs PRIMARY KEY (id),
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CONSTRAINT fk_login_logs_user_id FOREIGN KEY(user_id) REFERENCES users (id) ON DELETE SET NULL
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='登录日志表' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_login_logs_create_time ON login_logs (create_time);
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CREATE INDEX idx_login_logs_username ON login_logs (username);
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-- ---------------------------------------------------------------------------
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-- 角色权限关联表
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-- ---------------------------------------------------------------------------
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CREATE TABLE role_permissions (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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role_id BIGINT UNSIGNED NOT NULL COMMENT '角色ID（roles.id）',
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permission_id BIGINT UNSIGNED NOT NULL COMMENT '权限ID（permissions.id）',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_role_permissions PRIMARY KEY (id),
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CONSTRAINT fk_role_permissions_permission_id FOREIGN KEY(permission_id) REFERENCES permissions (id) ON DELETE CASCADE,
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CONSTRAINT fk_role_permissions_role_id FOREIGN KEY(role_id) REFERENCES roles (id) ON DELETE CASCADE,
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CONSTRAINT uk_role_permissions_role_id_permission_id UNIQUE (role_id, permission_id)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='角色权限关联表' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_role_permissions_permission_id ON role_permissions (permission_id);
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-- ---------------------------------------------------------------------------
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-- 用户角色关联表
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-- ---------------------------------------------------------------------------
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CREATE TABLE user_roles (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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user_id BIGINT UNSIGNED NOT NULL COMMENT '用户ID（users.id）',
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role_id BIGINT UNSIGNED NOT NULL COMMENT '角色ID（roles.id）',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_user_roles PRIMARY KEY (id),
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CONSTRAINT fk_user_roles_role_id FOREIGN KEY(role_id) REFERENCES roles (id) ON DELETE CASCADE,
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CONSTRAINT fk_user_roles_user_id FOREIGN KEY(user_id) REFERENCES users (id) ON DELETE CASCADE,
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CONSTRAINT uk_user_roles_user_id_role_id UNIQUE (user_id, role_id)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='用户角色关联表' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_user_roles_role_id ON user_roles (role_id);
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-- ---------------------------------------------------------------------------
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-- 操作日志表（V2 迁移）
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-- ---------------------------------------------------------------------------
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CREATE TABLE operation_logs (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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user_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
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username VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余存储便于追溯）',
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module VARCHAR(64) NOT NULL COMMENT '所属模块，如 用户管理',
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action VARCHAR(32) NOT NULL COMMENT '操作类型：新增/修改/删除/导出',
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summary VARCHAR(255) NOT NULL COMMENT '操作摘要（中文，供人阅读）',
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method VARCHAR(8) COMMENT 'HTTP 方法',
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path VARCHAR(255) COMMENT '请求路径',
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ip VARCHAR(45) COMMENT '客户端IP（45位兼容IPv6）',
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user_agent VARCHAR(255) COMMENT '客户端User-Agent（截断存储）',
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request_data TEXT COMMENT '请求参数（已脱敏）',
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success TINYINT NOT NULL COMMENT '是否成功：1成功 0失败' DEFAULT '0',
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error_message VARCHAR(500) COMMENT '失败原因（写入方须截断）',
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duration_ms INTEGER COMMENT '处理耗时（毫秒）',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_operation_logs PRIMARY KEY (id),
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CONSTRAINT fk_operation_logs_user_id FOREIGN KEY(user_id) REFERENCES users (id) ON DELETE SET NULL
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='操作日志表' COLLATE utf8mb4_general_ci;
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CREATE INDEX idx_operation_logs_create_time ON operation_logs (create_time);
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CREATE INDEX idx_operation_logs_module ON operation_logs (module);
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CREATE INDEX idx_operation_logs_user_id ON operation_logs (user_id);
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CREATE INDEX idx_operation_logs_username ON operation_logs (username);
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-- ---------------------------------------------------------------------------
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-- 业务岗位角色表（V3 迁移）
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-- ---------------------------------------------------------------------------
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CREATE TABLE business_roles (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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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',
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role_name VARCHAR(64) NOT NULL COMMENT '岗位名称',
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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）',
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description VARCHAR(255) COMMENT '岗位说明',
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sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
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status TINYINT NOT NULL COMMENT '状态：1启用 0禁用' DEFAULT '1',
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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',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_business_roles PRIMARY KEY (id),
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CONSTRAINT uk_business_roles_role_code UNIQUE (role_code)
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)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;
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-- ---------------------------------------------------------------------------
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-- 计提参数定义表（V3 迁移）
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-- ---------------------------------------------------------------------------
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CREATE TABLE param_definitions (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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param_code VARCHAR(64) NOT NULL COMMENT '参数编码，如 salesperson.rate.slope',
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param_name VARCHAR(64) NOT NULL COMMENT '参数名称',
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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',
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value_type VARCHAR(16) NOT NULL COMMENT '值类型：DECIMAL/INT/BOOL/ENUM/TEXT',
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unit VARCHAR(16) COMMENT '展示单位：‰/%/元/天，无单位为空',
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dimension_type VARCHAR(32) NOT NULL COMMENT '维度类型：NONE/PRODUCT_CATEGORY/BUSINESS_ROLE' DEFAULT 'NONE',
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options_text VARCHAR(255) COMMENT '枚举选项（竖线分隔），仅 ENUM 使用',
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default_value VARCHAR(64) COMMENT '系统默认值（Fraction 可解析字符串）',
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value_min VARCHAR(64) COMMENT '取值下限（含），校验用',
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value_max VARCHAR(64) COMMENT '取值上限（含），校验用',
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description VARCHAR(255) COMMENT '口径说明（配置页展示）',
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sort_order INTEGER NOT NULL COMMENT '显示排序' DEFAULT '0',
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status TINYINT NOT NULL COMMENT '状态：1启用 0停用' DEFAULT '1',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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update_time DATETIME NOT NULL COMMENT '更新时间' DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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CONSTRAINT pk_param_definitions PRIMARY KEY (id),
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CONSTRAINT uk_param_definitions_param_code UNIQUE (param_code)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='计提参数定义表' COLLATE utf8mb4_general_ci;
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-- ---------------------------------------------------------------------------
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-- 参数变更批次表（V3 迁移）
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-- ---------------------------------------------------------------------------
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CREATE TABLE param_change_batches (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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version_no VARCHAR(32) NOT NULL COMMENT '版本号，如 P20261012-01',
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effective_date DATE NOT NULL COMMENT '生效日期（业务日期口径）',
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change_type TINYINT NOT NULL COMMENT '生效方式：1立即生效 2指定日期生效',
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remark VARCHAR(255) COMMENT '变更说明',
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operator_id BIGINT UNSIGNED COMMENT '操作人ID（账号删除后置空）',
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operator_name VARCHAR(64) NOT NULL COMMENT '操作人用户名（冗余固化）',
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item_count INTEGER NOT NULL COMMENT '变更参数项数' DEFAULT '0',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_param_change_batches PRIMARY KEY (id),
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CONSTRAINT fk_param_change_batches_operator_id FOREIGN KEY(operator_id) REFERENCES users (id) ON DELETE SET NULL,
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CONSTRAINT uk_param_change_batches_version_no UNIQUE (version_no)
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)CHARSET=utf8mb4 ENGINE=InnoDB COMMENT='参数变更批次表' COLLATE utf8mb4_general_ci;
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-- ---------------------------------------------------------------------------
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-- 参数版本条目表（V3 迁移，append-only）
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-- ---------------------------------------------------------------------------
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CREATE TABLE param_values (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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param_id BIGINT UNSIGNED NOT NULL COMMENT '参数定义ID（param_definitions.id）',
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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 '',
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effective_date DATE NOT NULL COMMENT '生效日期（按业务日期时点化取值）',
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value_text VARCHAR(64) NOT NULL COMMENT '参数值（Fraction 可解析字符串/枚举码/开关）',
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old_value_text VARCHAR(64) COMMENT '变更前值（留痕）',
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batch_id BIGINT UNSIGNED NOT NULL COMMENT '变更批次ID（param_change_batches.id）',
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create_time DATETIME NOT NULL COMMENT '创建时间' DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT pk_param_values PRIMARY KEY (id),
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CONSTRAINT fk_param_values_batch_id FOREIGN KEY(batch_id) REFERENCES param_change_batches (id) ON DELETE RESTRICT,
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CONSTRAINT fk_param_values_param_id FOREIGN KEY(param_id) REFERENCES param_definitions (id) ON DELETE RESTRICT
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)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;
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CREATE INDEX idx_param_values_batch_id ON param_values (batch_id);
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CREATE INDEX idx_param_values_effective_date ON param_values (effective_date);
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CREATE INDEX idx_param_values_param_id_dimension_value_effective_date ON param_values (param_id, dimension_value, effective_date);
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-- ---------------------------------------------------------------------------
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-- 营销人员表（V4 迁移；T+ 同步不覆盖岗位与工资标准）
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-- ---------------------------------------------------------------------------
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CREATE TABLE personnel (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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personnel_name VARCHAR(64) NOT NULL COMMENT '姓名',
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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）',
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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）',
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phone VARCHAR(20) COMMENT '联系电话',
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hire_date DATE COMMENT '入职日期',
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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',
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salary_standard DECIMAL(12, 2) COMMENT '月工资标准（元；T+同步不覆盖）',
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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',
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||
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',
|
||
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）',
|
||
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 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 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）',
|
||
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）',
|
||
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_personnel UNIQUE (business_id, 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='业务二次分配方案明细表（合同建立时录入；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);
|
||
|
||
-- ---------------------------------------------------------------------------
|
||
-- 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 ('90653814a421');
|