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>
126 lines
3.9 KiB
Python
126 lines
3.9 KiB
Python
"""工作台的请求/响应模型（M4 ⑧）。
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四区块一次返回（前端一次请求渲染整页，避免 6-10 次往返）：
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经营绩效总览 / 待办事项 / 风险预警 / 最近动态。金额一律 Decimal
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（序列化为字符串），前端不做数值运算。
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待办与预警为**查询时实时派生**（不落库、不引调度器，见计划决策）；
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⑥ T+ 同步未建前，同步相关条目用 `sync_available=false` 显式降级，
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不返回伪造的 0 条。
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"""
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from datetime import date, datetime
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from decimal import Decimal
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from pydantic import BaseModel, Field
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class TrendPoint(BaseModel):
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"""近 6 个月趋势点（绩效按台账归属月，回款按到账月）。"""
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month: str
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performance_total: Decimal | None = None
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receipt_total: Decimal | None = None
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class SettlementBrief(BaseModel):
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"""当月月结状态（工作台总览角标）。"""
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exists: bool = False
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status: int | None = Field(default=None, description="1草稿 2待审批 3已审定 4已驳回")
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total_performance: Decimal | None = None
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total_payable: Decimal | None = None
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locked_at: datetime | None = None
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class OverviewBlock(BaseModel):
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"""经营绩效总览（FR-033）：口径与台账/月结一致。"""
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month: str
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performance_total: Decimal | None = Field(default=None, description="当月单笔绩效合计")
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payable_total: Decimal | None = Field(default=None, description="当月应付绩效合计")
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person_count: int = Field(default=0, description="当月有台账的人员数（拆行去重）")
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team_count: int = Field(default=0, description="在职营销经理数（团队数）")
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settlement: SettlementBrief
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trend: list[TrendPoint] = Field(default_factory=list, description="近 6 个月")
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note: str = Field(default="", description="口径说明（页面展示）")
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class ApprovalTodoItem(BaseModel):
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"""待审批条目。"""
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order_id: int
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order_no: str
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order_type: int
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submitter_name: str | None = None
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create_time: datetime
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class ReceiptTodoItem(BaseModel):
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"""回款未指定发货批次条目。"""
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receipt_id: int
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receipt_batch_no: str
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business_id: int
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business_no: str | None = None
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amount: Decimal
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receipt_date: date
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class TodoBlock(BaseModel):
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"""待办事项（FR-034，澄清 #11 起步范围）。"""
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pending_approval_total: int = 0
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pending_approvals: list[ApprovalTodoItem] = Field(default_factory=list)
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unassigned_receipt_total: int = 0
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unassigned_receipts: list[ReceiptTodoItem] = Field(default_factory=list)
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sync_available: bool = Field(default=False, description="⑥ 同步模块是否已启用")
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sync_failure_total: int = 0
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class WarningItem(BaseModel):
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"""风险预警条目（实时派生，不改变业务数据）。"""
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code: str = Field(description="规则编码：receipt_overdue / approval_timeout")
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level: str = Field(description="级别：warning / danger")
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object_type: str
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object_id: int
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title: str
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detail: str
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suggest: str
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link: str | None = Field(default=None, description="前端跳转路径")
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class WarningBlock(BaseModel):
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"""风险预警（FR-035，首批两条可算规则；同步规则待 ⑥）。"""
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enabled: bool = True
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receipt_overdue_days: int = 90
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approval_timeout_days: int = 3
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items: list[WarningItem] = Field(default_factory=list)
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receipt_overdue_total: int = 0
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approval_timeout_total: int = 0
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sync_available: bool = False
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class ActivityItem(BaseModel):
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"""最近动态条目（来源 operation_logs，只读聚合）。"""
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id: int
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module: str
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action: str
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summary: str
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username: str | None = None
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success: int
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create_time: datetime
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class DashboardOut(BaseModel):
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"""工作台四区块一次性响应。"""
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month: str
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overview: OverviewBlock
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todos: TodoBlock
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warnings: WarningBlock
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activities: list[ActivityItem] = Field(default_factory=list)
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