76ded6d5ec
- 月结锁定拦截补全：原仅新增回款一处，现覆盖回款编辑（原月+新月，防跨月 搬数）/删除、发货新增（按发货日）/编辑（原月+新月）/删除、核算与重算 （已审定月份金额只走调整单）；拦截先于「被引用/已核算」判定 - 台账 settlement_id 回填落地：generate 在 replace_items 后回填纳入行、 重生成前先解绑（clear_ledger_settlement_id）——不回填/不解绑会让 「未入结」判据失效：重生成漏算整月或把已固化行反复计入 - 经理聚合行落库：原只进内存参与 items 汇总，台账表永远无 calc_type=2 行、报表下钻落空；重生成先作废旧聚合行（deactivate_month_aggregates）， _confirm_scope 限定计算类型避免聚合行混入单笔池 - 月结取参锚定所属月月末（_month_end）：原用 date.today()，补生成历史 月份时分成/月工资口径随生成日漂移；聚合行 receipt_date 同步为月末 - generate/submit 出参固化前置到 commit 之前（commit 后 SELECT 失败会把 已生成的月结记成失败审计，与库中事实相反） - V9 迁移：business_secondary_allocations 唯一键条件式补齐（幂等裸 SQL， 临时库验证「无键→补」「有键→跳过」两分支），修复旧 V6 升级库拿不到 V6 就地加入的约束；V8 迁移 revision 声明补类型注解（原格式漂移使 schema 同步测试的 head 推断静默漏检 V8）；init-dev 版本号推进至 V9 - V7 留存 SQL 约束/索引名单数改复数（与 alembic op.f 与 init-dev 对齐， 消除 SHOW CREATE TABLE 双轨漂移） - 测试：显式控制审批开关（不依赖 V8 翻转后的种子默认值）；新增回归 8 例 （回填落库/聚合不重复/月末取参/月末纯函数 5 例/锁定拦截回款与发货与 核算）；全量 773 passed Co-Authored-By: Claude Code <noreply@anthropic.com>
118 lines
10 KiB
SQL
118 lines
10 KiB
SQL
-- Running upgrade 79bcc5aa98d4 -> 3bca400421c6
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CREATE TABLE monthly_settlements (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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settlement_month VARCHAR(7) NOT NULL COMMENT '结算月份（YYYY-MM；全表唯一）',
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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',
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total_performance NUMERIC(14, 2) COMMENT '绩效金额合计（可负）',
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total_payable NUMERIC(14, 2) COMMENT '应付绩效合计（可负）',
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person_count TINYINT NOT NULL COMMENT '结算人数' DEFAULT '0',
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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）',
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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）',
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submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）',
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submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）',
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locked_at DATETIME COMMENT '锁定时间（status=3 时回填）',
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locked_by VARCHAR(64) COMMENT '锁定操作人（冗余固化）',
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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_monthly_settlements PRIMARY KEY (id),
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CONSTRAINT fk_monthly_settlements_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL,
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CONSTRAINT uk_monthly_settlements_settlement_month UNIQUE (settlement_month)
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)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;
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CREATE TABLE adjustment_orders (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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order_no VARCHAR(32) NOT NULL COMMENT '调整单号，自动生成 TZ{YYYYMMDD}-{4位当日序号}',
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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）',
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personnel_id BIGINT UNSIGNED NOT NULL COMMENT '调整人员ID（personnel.id）',
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personnel_name VARCHAR(64) NOT NULL COMMENT '调整人员姓名（冗余固化）',
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direction TINYINT NOT NULL COMMENT '方向：1补发 2扣减',
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amount NUMERIC(14, 2) NOT NULL COMMENT '调整金额（恒正，方向表达语义）',
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reason VARCHAR(255) NOT NULL COMMENT '扣补说明（必填，审批与追溯锚点）',
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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',
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submitter_id BIGINT UNSIGNED COMMENT '提交人ID（账号删除后置空）',
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submitter_name VARCHAR(64) NOT NULL COMMENT '提交人用户名（冗余固化）',
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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_adjustment_orders PRIMARY KEY (id),
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CONSTRAINT fk_adjustment_orders_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
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CONSTRAINT fk_adjustment_orders_submitter_id FOREIGN KEY(submitter_id) REFERENCES users (id) ON DELETE SET NULL,
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CONSTRAINT uk_adjustment_orders_order_no UNIQUE (order_no)
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)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;
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CREATE TABLE settlement_items (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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settlement_id BIGINT UNSIGNED NOT NULL COMMENT '月结ID（monthly_settlements.id；头删明细随删）',
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personnel_id BIGINT UNSIGNED NOT NULL COMMENT '结算人员ID（personnel.id）',
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personnel_name VARCHAR(64) NOT NULL COMMENT '结算人员姓名（冗余固化）',
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role_code VARCHAR(32) NOT NULL COMMENT '岗位编码（主岗，聚合锚点）',
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calc_type TINYINT NOT NULL COMMENT '核算类型：1单笔回款 2经理团队聚合',
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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）',
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payable_sum NUMERIC(14, 2) NOT NULL COMMENT '应付绩效合计（可负）',
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basic_amount NUMERIC(14, 2) COMMENT '月工资标准（personnel.salary_standard 当月快照）',
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salary_mode VARCHAR(16) COMMENT '月工资口径快照：INCLUDE/DEDUCT/EXCLUDE',
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net_amount NUMERIC(14, 2) COMMENT '净工资 = 绩效±基本工资（按口径；试用期 0）',
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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',
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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）',
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snapshot_json JSON COMMENT '个人明细快照（台账行引用列表）',
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CONSTRAINT pk_settlement_items PRIMARY KEY (id),
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CONSTRAINT fk_settlement_items_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
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CONSTRAINT fk_settlement_items_settlement_id FOREIGN KEY(settlement_id) REFERENCES monthly_settlements (id) ON DELETE CASCADE
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)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;
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CREATE TABLE performance_ledgers (
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id BIGINT UNSIGNED NOT NULL COMMENT '主键ID' AUTO_INCREMENT,
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receipt_id BIGINT UNSIGNED COMMENT '回款ID（receipts.id；聚合行可为 NULL）',
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calc_version TINYINT NOT NULL COMMENT '核算版本（重算+1，旧行 is_active=0）' DEFAULT '1',
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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',
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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',
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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）',
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business_no VARCHAR(32) NOT NULL COMMENT '业务编号（冗余固化，列表免联查）',
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personnel_id BIGINT UNSIGNED NOT NULL COMMENT '归属营销人员ID（personnel.id；核算归属锚点）',
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personnel_name VARCHAR(64) NOT NULL COMMENT '归属营销人员姓名（冗余固化）',
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role_code VARCHAR(32) NOT NULL COMMENT '岗位编码（business_roles.role_code，计提公式锚点）',
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customer_type VARCHAR(32) NOT NULL COMMENT '客户分类：personal/manager_personal/enterprise',
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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）',
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ship_date DATE COMMENT '发货日期（回款天数基准）',
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receipt_date DATE NOT NULL COMMENT '回款日期（参数版本匹配日，裁决 #11）',
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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）',
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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）',
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converted_profit NUMERIC(14, 2) COMMENT '折算毛利润额（可负；混合业务为各行汇总）',
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performance_amount NUMERIC(14, 2) COMMENT '绩效金额（可负，裁决：负绩效照算不归零）',
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barter_applied TINYINT NOT NULL COMMENT '以物抵顶折算：1已按 80% 折算 0否' DEFAULT '0',
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weight_r INTEGER COMMENT '支付权重 R（回款占销售额百分比向下取整）',
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payment_weight NUMERIC(7, 6) COMMENT '支付权重系数 R×R（展示用）',
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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）',
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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）',
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is_probation TINYINT NOT NULL COMMENT '试用期：1照算不发放 0否' DEFAULT '0',
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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',
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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）',
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settlement_id BIGINT UNSIGNED COMMENT '所属月结ID（月结生成时回填；NULL=未入结）',
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calc_reason VARCHAR(255) COMMENT '核算/重算原因（重算必填留痕）',
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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_performance_ledgers PRIMARY KEY (id),
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CONSTRAINT fk_performance_ledgers_personnel_id FOREIGN KEY(personnel_id) REFERENCES personnel (id) ON DELETE RESTRICT,
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CONSTRAINT fk_performance_ledgers_receipt_id FOREIGN KEY(receipt_id) REFERENCES receipts (id) ON DELETE RESTRICT,
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CONSTRAINT fk_performance_ledgers_settlement_id FOREIGN KEY(settlement_id) REFERENCES monthly_settlements (id) ON DELETE RESTRICT,
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CONSTRAINT uk_performance_ledgers_receipt_id_calc_version UNIQUE (receipt_id, calc_version)
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)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;
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CREATE INDEX idx_performance_ledgers_business_id ON performance_ledgers (business_id);
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CREATE INDEX idx_performance_ledgers_month_active ON performance_ledgers (settlement_month, is_active);
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CREATE INDEX idx_performance_ledgers_month_personnel_type ON performance_ledgers (settlement_month, personnel_id, calc_type);
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CREATE INDEX idx_performance_ledgers_personnel_id ON performance_ledgers (personnel_id);
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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';
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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);
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INSERT INTO param_values (id, param_id, dimension_value, effective_date, value_text, batch_id) VALUES (22, 19, '', '2026-01-01', '0', 1);
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UPDATE alembic_version SET version_num='3bca400421c6' WHERE alembic_version.version_num = '79bcc5aa98d4';
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