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>
575 lines
23 KiB
Python
575 lines
23 KiB
Python
"""月度结算服务（M3 ④）：生成快照 → 提交审批 → 通过即锁定。
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确认回款口径（澄清 #8 策略点，2026-10-16 暂定）：settlement_status=1 的
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**有效台账行**（is_active=1、settlement_id IS NULL=未被任何月结固化），
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按 settlement_month（回款日所在月）归集。答复后只改 ``_confirm_scope``。
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通过即锁定（status=3 终态）：锁定后源数据（回款/发货）写路径由
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``ensure_month_not_locked`` 拦截；调整走调整单（T6）。
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"""
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import logging
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from calendar import monthrange
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from datetime import date
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from decimal import ROUND_HALF_UP, Decimal
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from sqlalchemy import select
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from sqlalchemy.orm import Session
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from app.core.constants import (
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MODULE_SETTLEMENT,
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)
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from app.core.exceptions import BadRequestError, NotFoundError
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from app.models import (
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MonthlySettlement,
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Personnel,
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SettlementItem,
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User,
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)
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from app.models.approval import APPROVAL_TYPE_MONTHLY_SETTLEMENT
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from app.models.performance_ledger import (
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CALC_TYPE_MANAGER_AGGREGATE,
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CALC_TYPE_RECEIPT,
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)
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from app.models.settlement import (
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SETTLEMENT_STATUS_APPROVED,
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SETTLEMENT_STATUS_DRAFT,
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SETTLEMENT_STATUS_PENDING,
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SETTLEMENT_STATUS_REJECTED,
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)
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from app.repositories import performance_ledger_repository, settlement_repository
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from app.schemas.settlement import (
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SettlementDetailOut,
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SettlementOut,
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SettlementQuery,
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)
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from app.services import approval_service, audit_service
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from app.services.approval_service import AuditRecord, RequestMeta
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from app.services.formula import manager_team_share, monthly_salary
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logger = logging.getLogger(__name__)
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# 审批对象类型引用（order_type=2 月结、3 调整单）
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_SETTLEMENT_ORDER_TYPE = APPROVAL_TYPE_MONTHLY_SETTLEMENT
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_SETTLEMENT_NOTE = "确认回款口径（#8 策略点）：settlement_status=1 的有效台账行按回款日归月"
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def generate(
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session: Session,
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month: str,
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*,
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operator: User,
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meta: RequestMeta | None = None,
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) -> SettlementOut:
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"""生成月度结算快照（草稿）：按确认回款口径取有效台账行，按人汇总。
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- 同月已有月结行（任意状态）时 400——一行一月，重生成走「驳回/草稿态
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重新生成」（先清 items 重算头表）
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- 经理聚合（calc_type=2）在生成时计算（#12 暂口径：基数不含经理个人户）
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"""
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with audit_service.audit(
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session,
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operator=operator,
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record=AuditRecord(
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module=MODULE_SETTLEMENT,
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action="生成月结",
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summary=f"生成 {month} 月度结算快照",
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request_data={"month": month},
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),
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meta=meta,
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):
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existing = settlement_repository.get_by_month(session, month)
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if existing is not None:
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if existing.status == SETTLEMENT_STATUS_APPROVED:
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raise BadRequestError(f"{month} 已审定锁定，不可重新生成（调整走调整单）")
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if existing.status == SETTLEMENT_STATUS_PENDING:
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raise BadRequestError(f"{month} 有待审批的月结，不可重新生成")
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# 草稿/已驳回：允许重新生成（清明细重算）
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# 重生成前先释放上一轮的固化标记：台账行 settlement_id 回填后，
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# 「未入结」过滤会把它们永久排除在候选集外；旧聚合行也要作废，
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# 否则本轮重建的聚合行与旧行重复计入（两者都必须在 _confirm_scope 前）
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if existing is not None:
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settlement_repository.clear_ledger_settlement_id(session, existing.id)
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performance_ledger_repository.deactivate_month_aggregates(session, month)
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ledger_rows = _confirm_scope(session, month)
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if not ledger_rows:
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raise BadRequestError(f"{month} 无可结算的核算记录（先在台账完成核算）")
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# 经理团队聚合（#12 策略点：基数不含经理个人户业绩）
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aggregate_rows = _build_manager_aggregates(session, ledger_rows, month)
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settlement = settlement_repository.get_by_month(session, month)
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is_new = settlement is None
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if is_new:
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settlement = MonthlySettlement(
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settlement_month=month,
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submitter_id=operator.id,
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submitter_name=operator.username,
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status=SETTLEMENT_STATUS_DRAFT,
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)
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settlement_repository.add(session, settlement)
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else:
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settlement.submitter_id = operator.id
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settlement.submitter_name = operator.username
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settlement.status = SETTLEMENT_STATUS_DRAFT
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# 按人汇总（台账行：personnel+calc_type 维度）
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by_person: dict[tuple[int, int], dict] = {}
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for row in ledger_rows + aggregate_rows:
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key = (row.personnel_id, row.calc_type)
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bucket = by_person.setdefault(
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key,
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{
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"personnel_id": row.personnel_id,
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"personnel_name": row.personnel_name,
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"role_code": row.role_code,
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"calc_type": row.calc_type,
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"performance_sum": Decimal("0"),
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"payable_sum": Decimal("0"),
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"ledger_ids": [],
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"is_probation": row.is_probation,
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},
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)
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bucket["performance_sum"] += row.performance_amount or Decimal("0")
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bucket["payable_sum"] += row.payable_amount or Decimal("0")
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bucket["ledger_ids"].append(row.id)
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items: list[SettlementItem] = []
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for (_, _), bucket in sorted(by_person.items()):
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person = session.get(Personnel, bucket["personnel_id"])
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basic = person.salary_standard if person else None
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mode = _salary_mode_of(session, bucket["role_code"], month)
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net = (
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monthly_salary(bucket["payable_sum"], basic, mode)
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if person and person.is_probation != 1
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else None
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)
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note = None
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if person and person.is_probation == 1:
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note = (
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f"试用期绩效照算不发放；年累计超 {_probation_threshold(session, month)} 元部分"
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"年底一次性结算"
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)
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items.append(
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SettlementItem(
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personnel_id=bucket["personnel_id"],
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personnel_name=bucket["personnel_name"],
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role_code=bucket["role_code"],
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calc_type=bucket["calc_type"],
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performance_sum=bucket["performance_sum"].quantize(
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Decimal("0.01"), rounding=ROUND_HALF_UP
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),
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payable_sum=bucket["payable_sum"].quantize(
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Decimal("0.01"), rounding=ROUND_HALF_UP
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),
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basic_amount=basic,
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salary_mode=mode,
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net_amount=(
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net.quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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if net is not None
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else None
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),
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is_probation=bucket["is_probation"],
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probation_note=note,
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snapshot_json={"ledger_ids": bucket["ledger_ids"]},
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)
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)
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settlement_repository.replace_items(session, settlement.id, items)
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settlement.total_performance = sum(
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(i.performance_sum for i in items), Decimal("0")
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).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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settlement.total_payable = sum((i.payable_sum for i in items), Decimal("0")).quantize(
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Decimal("0.01"), rounding=ROUND_HALF_UP
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)
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settlement.person_count = len({i.personnel_id for i in items})
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settlement.snapshot_json = {"note": _SETTLEMENT_NOTE}
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# 入结回填：台账行 settlement_id 是「未入结」防重判据（_confirm_scope），
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# 不回填会让重生成把已固化行反复纳入；聚合行此刻已落库、id 可用
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ledger_ids = [lid for bucket in by_person.values() for lid in bucket["ledger_ids"]]
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settlement_repository.update_ledger_settlement_id(session, ledger_ids, settlement.id)
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# 出参在 commit 前固化（audit 约定：commit 后查询失败会把已生成的月结
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# 记成失败审计，与库中事实相反）
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session.flush()
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detail = _detail_of(session, settlement)
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session.commit()
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logger.info("月结生成 | month=%s | items=%s", month, len(items))
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return detail
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def submit(
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session: Session,
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settlement_id: int,
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*,
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operator: User,
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meta: RequestMeta | None = None,
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) -> SettlementDetailOut:
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"""提交审批：开关分流（关=自动通过并锁定；开=待财务复核）。"""
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with audit_service.audit(
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session,
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operator=operator,
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record=AuditRecord(
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module=MODULE_SETTLEMENT,
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action="提交月结",
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summary=f"提交月结 #{settlement_id}",
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request_data={"settlement_id": settlement_id},
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),
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meta=meta,
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):
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settlement = settlement_repository.get_by_id(session, settlement_id)
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if settlement is None:
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raise NotFoundError("月结不存在")
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if settlement.status not in (SETTLEMENT_STATUS_DRAFT, SETTLEMENT_STATUS_REJECTED):
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raise BadRequestError("仅草稿或已驳回状态可提交")
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order = approval_service.submit_order(
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session,
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order_type=_SETTLEMENT_ORDER_TYPE,
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ref_id=settlement.id,
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refer_no=f"JS{settlement.settlement_month.replace('-', '')}",
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submitter=operator,
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)
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settlement.approval_order_no = order.order_no
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if order.status == SETTLEMENT_STATUS_APPROVED:
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mark_locked(session, settlement, operator=operator)
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logger.info("月结自动通过并锁定 | %s", settlement.settlement_month)
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else:
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settlement.status = SETTLEMENT_STATUS_PENDING
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# 出参在 commit 前固化（audit 约定：commit 后查询失败会把已提交的
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# 月结记成失败审计，与库中事实相反）
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session.flush()
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detail = _detail_of(session, settlement)
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session.commit()
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return detail
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def mark_locked(session: Session, settlement: MonthlySettlement, *, operator: User) -> None:
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"""审批通过钩子（由 approval_service.act 回调）：置已审定+锁定信息。"""
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from datetime import datetime
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settlement.status = SETTLEMENT_STATUS_APPROVED
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settlement.locked_at = datetime.now()
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settlement.locked_by = operator.username
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def mark_rejected(session: Session, settlement: MonthlySettlement, *, operator: User) -> None:
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"""审批驳回钩子：回草稿（可修改后重提）。
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锁定信息一并清空：草稿态残留 locked_at/locked_by 会让详情页展示
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「已锁定」的假象（历史缺陷路径下驳回前可能已被提前锁定）。
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"""
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settlement.status = SETTLEMENT_STATUS_DRAFT
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settlement.locked_at = None
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settlement.locked_by = None
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def ensure_month_not_locked(session: Session, month: str) -> None:
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"""锁定拦截（回款/发货写路径调用）：单据日期所在月已审定 → 400。"""
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settlement = settlement_repository.get_by_month(session, month)
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if settlement is not None and settlement.status == SETTLEMENT_STATUS_APPROVED:
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raise BadRequestError(f"{month} 已月结锁定，源数据不可修改（调整走调整单）")
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def get_detail(session: Session, settlement_id: int) -> SettlementDetailOut:
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settlement = settlement_repository.get_by_id(session, settlement_id)
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if settlement is None:
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raise NotFoundError("月结不存在")
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return _detail_of(session, settlement)
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def list_page(session: Session, query: SettlementQuery):
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from app.core.response import PageResult
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from app.schemas.settlement import SettlementOut
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rows = settlement_repository.list_settlements(session, query)
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total = settlement_repository.count_settlements(session, query)
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return PageResult[SettlementOut](
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records=[SettlementOut.model_validate(r) for r in rows],
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total=total,
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page_num=query.page_num,
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page_size=query.page_size,
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)
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# ---------- 内部 ----------
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def _confirm_scope(session: Session, month: str) -> list:
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"""确认回款口径（#8 策略点）：本月**单笔回款**的有效台账行（未入结）。
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calc_type 必须限定单笔（1）：聚合行（2）也落同月台账、也会被回填
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settlement_id，不排除会在重生成时与新聚合行重复计入。
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"""
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from app.models import PerformanceLedger
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return list(
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session.execute(
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select(PerformanceLedger)
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.where(
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PerformanceLedger.settlement_month == month,
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PerformanceLedger.calc_type == CALC_TYPE_RECEIPT,
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PerformanceLedger.is_active == 1,
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PerformanceLedger.settlement_id.is_(None),
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)
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.order_by(PerformanceLedger.id)
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).scalars()
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)
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def _build_manager_aggregates(session: Session, ledger_rows: list, month: str) -> list:
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"""按经理生成团队聚合行（calc_type=2）。
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#12 策略点：聚合基数**不含**经理个人户业绩（customer_type=
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manager_personal 的行按经理个人户单笔处理，已落台账但此处不入基数）。
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经理 = 本月台账行里 role_code=sales_manager 且 customer_type=personal
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的人员（本人带领的业务员经 manager_id 关联）。
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"""
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from app.models import PerformanceLedger
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managers: dict[int, dict] = {}
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for row in ledger_rows:
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if row.customer_type == "manager_personal":
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continue # 经理个人户业绩不入聚合基数（#12 暂口径）
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# 找到该行业务归属人员的经理（manager_id）
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person = session.get(Personnel, row.personnel_id)
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manager_id = person.manager_id if person else None
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if manager_id is None:
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continue
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bucket = managers.setdefault(
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manager_id,
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{
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"performance": Decimal("0"),
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"business_id": row.business_id,
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"business_no": row.business_no,
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"names": set(),
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},
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)
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bucket["performance"] += row.performance_amount or Decimal("0")
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bucket["names"].add(row.personnel_name)
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from app.repositories import business_role_repository
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from app.services.param_service import parse_fraction, resolve_snapshot
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# 取参锚定所属月月末（不是生成日）：补生成历史月份时结果不随操作日期漂移
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param_date = _month_end(month)
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aggregates: list = []
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snapshot = resolve_snapshot(session, param_date)
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# 参数按百分数存储（12.5 表示 12.5%）：parse_fraction 得 12.5，
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# manager_team_share 内部再 ÷100 —— 调用方不得再乘 100（否则放大 100 倍）
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team_text = snapshot.get("manager.share.team")
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company_text = snapshot.get("manager.share.company")
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team_pct = parse_fraction(team_text)
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company_pct = parse_fraction(company_text)
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for manager_id, bucket in managers.items():
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manager = session.get(Personnel, manager_id)
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if manager is None:
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continue
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role = (
|
||
business_role_repository.get_by_id(session, manager.business_role_id)
|
||
if manager.business_role_id
|
||
else None
|
||
)
|
||
if role is None or role.role_code != "sales_manager":
|
||
continue # 非营销经理的上级不参与聚合
|
||
# 全公司基数：全部非经理个人户的有效行
|
||
company_base = sum(
|
||
(
|
||
r.performance_amount or Decimal("0")
|
||
for r in ledger_rows
|
||
if r.customer_type != "manager_personal"
|
||
),
|
||
Decimal("0"),
|
||
)
|
||
share = manager_team_share(
|
||
bucket["performance"],
|
||
company_base,
|
||
team_pct=team_pct,
|
||
company_pct=company_pct,
|
||
)
|
||
member_names = "、".join(sorted(bucket["names"])) or "（无成员）"
|
||
# 聚合行必须落库（模型约定的 calc_type=2 台账行）：月结明细的
|
||
# ledger_ids 与报表下钻都要能从台账反查来源
|
||
row = performance_ledger_repository.add(
|
||
session,
|
||
PerformanceLedger(
|
||
receipt_id=None,
|
||
calc_version=1, # 聚合行无回款维度，版本恒 1（uk 含 NULL 不去重）
|
||
calc_type=CALC_TYPE_MANAGER_AGGREGATE,
|
||
business_id=bucket["business_id"],
|
||
business_no=bucket["business_no"],
|
||
personnel_id=manager_id,
|
||
personnel_name=manager.personnel_name,
|
||
role_code="sales_manager",
|
||
customer_type="personal",
|
||
product_category="mixed",
|
||
receipt_date=param_date,
|
||
# 比例原文取实际参数（勿硬编码默认值——参数调整后台账说明会失真）
|
||
rate_text=f"聚合:{team_text}%+{company_text}%",
|
||
converted_profit=None,
|
||
performance_amount=share.quantize(Decimal("0.01"), rounding=ROUND_HALF_UP),
|
||
barter_applied=0,
|
||
payable_amount=share.quantize(Decimal("0.01"), rounding=ROUND_HALF_UP),
|
||
settlement_month=month,
|
||
is_probation=1 if manager.is_probation == 1 else 0,
|
||
snapshot_json={
|
||
"team_base": str(bucket["performance"]),
|
||
"company_base": str(company_base),
|
||
"members": member_names,
|
||
"params_as_of": str(param_date),
|
||
"note": "#12 暂口径：基数不含经理个人户业绩；9.8 方案公式",
|
||
},
|
||
),
|
||
)
|
||
aggregates.append(row)
|
||
return aggregates
|
||
|
||
|
||
def _month_end(month: str) -> date:
|
||
"""YYYY-MM → 所属月月末（月结取参锚点）。
|
||
|
||
月结是对过去某月的金额计算，取参必须锚定业务月份——按 date.today()
|
||
会让补生成历史月份的结果随操作日期漂移（违背「参数按生效日期时点化」
|
||
红线）。单笔台账行按回款日取参（裁决 #11）；聚合与月工资口径没有
|
||
更细的业务日期，取该月最后可确定的生效时点。
|
||
"""
|
||
year, mon = int(month[:4]), int(month[5:7])
|
||
return date(year, mon, monthrange(year, mon)[1])
|
||
|
||
|
||
def _salary_mode_of(session: Session, role_code: str, month: str) -> str | None:
|
||
from app.services.param_service import resolve_snapshot
|
||
|
||
snapshot = resolve_snapshot(session, _month_end(month))
|
||
return snapshot.get("salary.basic.mode", role_code=role_code) or None
|
||
|
||
|
||
def _probation_threshold(session: Session, month: str) -> Decimal:
|
||
from app.services.param_service import parse_fraction, resolve_snapshot
|
||
|
||
snapshot = resolve_snapshot(session, _month_end(month))
|
||
from app.services.formula import to_decimal
|
||
|
||
return to_decimal(parse_fraction(snapshot.get("probation.annual.threshold")))
|
||
|
||
|
||
def _detail_of(session: Session, settlement: MonthlySettlement) -> SettlementDetailOut:
|
||
items = settlement_repository.list_items(session, settlement.id)
|
||
detail = SettlementDetailOut.model_validate(settlement)
|
||
from app.schemas.settlement import SettlementItemOut
|
||
|
||
detail.items = [SettlementItemOut.model_validate(i) for i in items]
|
||
return detail
|
||
|
||
|
||
def create_adjustment(
|
||
session: Session,
|
||
payload,
|
||
*,
|
||
operator: User,
|
||
meta: RequestMeta | None = None,
|
||
):
|
||
"""新建调整单：开关分流（关=提交即生效留痕；开=待审批）。"""
|
||
from app.core.constants import NO_PREFIX_ADJUSTMENT
|
||
from app.models import AdjustmentOrder
|
||
from app.models.approval import APPROVAL_STATUS_APPROVED, APPROVAL_TYPE_ADJUSTMENT
|
||
from app.models.settlement import (
|
||
ADJUSTMENT_STATUS_EFFECTIVE,
|
||
ADJUSTMENT_STATUS_PENDING,
|
||
)
|
||
from app.services.no_generator import next_no
|
||
|
||
person = session.get(Personnel, payload.personnel_id)
|
||
if person is None:
|
||
raise BadRequestError("调整人员不存在")
|
||
|
||
with audit_service.audit(
|
||
session,
|
||
operator=operator,
|
||
record=AuditRecord(
|
||
module=MODULE_SETTLEMENT,
|
||
action="新建调整单",
|
||
summary=f"调整单 {payload.direction} {payload.amount} 元（{person.personnel_name}）",
|
||
request_data=payload.model_dump(),
|
||
),
|
||
meta=meta,
|
||
):
|
||
order = AdjustmentOrder(
|
||
order_no=next_no(
|
||
session,
|
||
model=AdjustmentOrder,
|
||
column_name="order_no",
|
||
prefix=NO_PREFIX_ADJUSTMENT,
|
||
),
|
||
settlement_month=payload.settlement_month,
|
||
personnel_id=payload.personnel_id,
|
||
personnel_name=person.personnel_name,
|
||
direction=payload.direction,
|
||
amount=payload.amount,
|
||
reason=payload.reason.strip(),
|
||
submitter_id=operator.id,
|
||
submitter_name=operator.username,
|
||
)
|
||
session.add(order)
|
||
session.flush()
|
||
|
||
# 开关分流与留痕统一交给 submit_order：开关关闭时它自动通过并写两条
|
||
# 「系统」留痕。**不得手工插 ApprovalStep** —— approval_steps.order_id
|
||
# 外键指向 approval_orders（不是 adjustment_orders），用调整单 id 落步
|
||
# 必然外键失败（历史缺陷：关开关时新建调整单不可用）
|
||
approval_order = approval_service.submit_order(
|
||
session,
|
||
order_type=APPROVAL_TYPE_ADJUSTMENT,
|
||
ref_id=order.id,
|
||
refer_no=order.order_no,
|
||
submitter=operator,
|
||
)
|
||
order.status = (
|
||
ADJUSTMENT_STATUS_EFFECTIVE
|
||
if approval_order.status == APPROVAL_STATUS_APPROVED
|
||
else ADJUSTMENT_STATUS_PENDING
|
||
)
|
||
session.flush()
|
||
session.commit()
|
||
logger.info("调整单创建 | order=%s | status=%s", order.order_no, order.status)
|
||
return {
|
||
"id": order.id,
|
||
"order_no": order.order_no,
|
||
"status": order.status,
|
||
"personnel_name": order.personnel_name,
|
||
"amount": str(order.amount),
|
||
"direction": order.direction,
|
||
}
|
||
|
||
|
||
def list_adjustments(session: Session) -> list[dict]:
|
||
"""调整单列表（月份倒序）。"""
|
||
from sqlalchemy import select
|
||
|
||
from app.models import AdjustmentOrder
|
||
|
||
rows = (
|
||
session.execute(select(AdjustmentOrder).order_by(AdjustmentOrder.id.desc()).limit(200))
|
||
.scalars()
|
||
.all()
|
||
)
|
||
from app.models.settlement import adjustment_label # noqa: F401
|
||
|
||
return [
|
||
{
|
||
"id": r.id,
|
||
"order_no": r.order_no,
|
||
"settlement_month": r.settlement_month,
|
||
"personnel_name": r.personnel_name,
|
||
"direction": r.direction,
|
||
"amount": str(r.amount),
|
||
"reason": r.reason,
|
||
"status": r.status,
|
||
}
|
||
for r in rows
|
||
]
|