e7e47d88bc
- settlement_service：generate（确认回款口径 #8 策略点=有效台账行按回款日 归月、经理聚合 #12 暂口径基数不含经理个人户、月结 uk 一行一月、草稿/ 驳回可重生成、已审定/待审 400）→ submit（审批开关分流，关=自动通过即 锁定、开=待财务复核）→ approval_service.act 扩 order_type=2/3 钩子 （通过=mark_locked/调整单生效；驳回=回草稿/作废，延迟导入防循环） - 锁定拦截：回款新增写路径校验回款月已审定 400（比需求「提示」取硬， 一期安全侧；M2 已核算禁改防线先于其生效） - 调整单：新建（TZ 单号，开关分流自动通过留痕/走审批）+ 列表 - schemas settlement：金额 Decimal 声明（str 声明遇 Decimal 入参拒绝） - 测试 6 例：生成回填/无记录 400/已审定重生成 400/关自动锁定/锁定后回款 禁改/开两节点流转至锁定（finance→leader） Co-Authored-By: Claude Code <noreply@anthropic.com>
100 lines
3.5 KiB
Python
100 lines
3.5 KiB
Python
"""月度结算接口（M3 ④）：生成/提交审批/锁定与调整单。
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准入：读=登录即可；写（生成/提交/调整单）=管理员与营销后勤
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（权限清单待澄清 #6，答复后细化）。
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"""
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from typing import Annotated
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from fastapi import APIRouter, Depends, Path, Query
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from app.api.deps import DbSession, RequestMetaDep, require_roles
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from app.core.constants import ROLE_ADMIN, ROLE_MARKETING_OPS
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from app.core.response import ApiResponse, PageResult, ok
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from app.models import User
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from app.schemas.settlement import (
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AdjustmentCreateIn,
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SettlementDetailOut,
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SettlementGenerateIn,
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SettlementOut,
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SettlementQuery,
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)
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from app.services import settlement_service
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router = APIRouter(prefix="/settlements", tags=["绩效工资 · 月度结算"])
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_SettlementWriter = Annotated[User, Depends(require_roles(ROLE_ADMIN, ROLE_MARKETING_OPS))]
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@router.post("/generate", response_model=ApiResponse[SettlementDetailOut], summary="生成月结快照")
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def generate(
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payload: SettlementGenerateIn,
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session: DbSession,
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current_user: _SettlementWriter,
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meta: RequestMetaDep,
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) -> ApiResponse[SettlementDetailOut]:
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"""按确认回款口径生成指定月份的结算快照（草稿）。"""
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return ok(
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settlement_service.generate(session, payload.month, operator=current_user, meta=meta),
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message="月结已生成",
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)
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@router.get("", response_model=ApiResponse[PageResult[SettlementOut]], summary="月结列表")
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def list_settlements(
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session: DbSession,
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query: Annotated[SettlementQuery, Query()],
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) -> ApiResponse[PageResult[SettlementOut]]:
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"""分页查询月结（按月份倒序）。"""
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return ok(settlement_service.list_page(session, query))
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@router.get("/{settlement_id}", response_model=ApiResponse[SettlementDetailOut], summary="月结详情")
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def get_settlement(
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session: DbSession,
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settlement_id: Annotated[int, Path(ge=1)],
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) -> ApiResponse[SettlementDetailOut]:
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"""月结详情（含按人明细）。"""
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return ok(settlement_service.get_detail(session, settlement_id))
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@router.post(
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"/{settlement_id}/submit",
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response_model=ApiResponse[SettlementDetailOut],
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summary="提交审批",
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)
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def submit(
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settlement_id: Annotated[int, Path(ge=1)],
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session: DbSession,
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current_user: _SettlementWriter,
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meta: RequestMetaDep,
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) -> ApiResponse[SettlementDetailOut]:
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"""提交审批：开关关闭=自动通过并锁定；开启=待财务复核。"""
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return ok(
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settlement_service.submit(session, settlement_id, operator=current_user, meta=meta),
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message="已提交",
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)
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# ==================== 调整单（已锁定月份的补发/扣减） ====================
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@router.post("/adjustments", response_model=ApiResponse[dict], summary="新建调整单")
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def create_adjustment(
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payload: AdjustmentCreateIn,
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session: DbSession,
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current_user: _SettlementWriter,
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meta: RequestMetaDep,
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) -> ApiResponse[dict]:
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"""新建调整单：开关关闭=提交即生效（自动通过留痕）；开启=走审批。"""
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return ok(
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settlement_service.create_adjustment(session, payload, operator=current_user, meta=meta),
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message="调整单已创建",
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)
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@router.get("/adjustments", response_model=ApiResponse[list[dict]], summary="调整单列表")
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def list_adjustments(session: DbSession) -> ApiResponse[list[dict]]:
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"""调整单列表（一期不分页，内部系统量级有限）。"""
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return ok(settlement_service.list_adjustments(session))
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