"""中试服务管理 CRUD（细胞产品类型/规格/价格体系/项目价格、渠道信息、体检机构）""" from __future__ import annotations import json import math from datetime import datetime from typing import Any, Dict, List, Optional, Tuple from sqlalchemy import and_, func, or_ from sqlalchemy.orm import Session from app.core.utils import generate_uuid from app.crud.collection_protocol import urls_to_attachment_list from app.models.models import ( BizCellProductType, BizCellProductSpec, BizCellProductPrice, BizCellProductProjectSystem, BizCellProductProjectSystemItem, BizChannel, BizChannelAccount, BizChannelAgreement, BizChannelAgreementProductPrice, BizChannelInvoice, BizChannelMailAddress, BizChannelProductQuota, BizChannelServiceOrder, BizChannelServiceOrderProduct, BizChannelServiceOrderTxn, BizCheckupInstitution, BizCheckupInstitutionInvoice, BizCheckupInstitutionProject, BizCheckupInstitutionPackage, BizCheckupInstitutionPackageItem, SysUser, ) def _normalize_date_bound(value: str, *, end_of_day: bool = False) -> str: val = (value or "").strip() if len(val) == 10: return f"{val} 23:59:59" if end_of_day else f"{val} 00:00:00" return val def _user_nick_name_map(db: Session, user_ids: List[str]) -> Dict[str, str]: ids = list({x for x in user_ids if x}) if not ids: return {} rows = db.query(SysUser.id, SysUser.nick_name).filter(SysUser.id.in_(ids)).all() return {u.id: (u.nick_name or "").strip() for u in rows} # ──────────────────────────────────────────── # Entity 1: BizCellProductType 细胞产品类型 # ──────────────────────────────────────────── def _row_to_dict_cell_product_type(row) -> Dict[str, Any]: return { "id": row.id, "productTypeCode": row.product_type_code or "", "productTypeName": row.product_type_name or "", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_cell_product_types(db, *, page=1, page_size=10, keyword=None, tenant_no=None, user_info=None): def _filtered(): q0 = db.query(BizCellProductType).filter(BizCellProductType.del_flag == 0) if tenant_no: q0 = q0.filter(BizCellProductType.tenant_no == tenant_no) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizCellProductType.product_type_code.like(like), BizCellProductType.product_type_name.like(like), ) ) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizCellProductType, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizCellProductType.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = _filtered().order_by(BizCellProductType.create_time.desc()).offset((page - 1) * page_size).limit(page_size).all() return [_row_to_dict_cell_product_type(x) for x in rows], int(total) def get_cell_product_type(db, type_id, tenant_no=None): q = db.query(BizCellProductType).filter(and_(BizCellProductType.id == type_id, BizCellProductType.del_flag == 0)) if tenant_no: q = q.filter(BizCellProductType.tenant_no == tenant_no) return q.first() def cell_product_type_code_exists(db, code, tenant_no, exclude_id=None): q = db.query(BizCellProductType).filter( and_(BizCellProductType.product_type_code == code, BizCellProductType.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductType.tenant_no == tenant_no) if exclude_id: q = q.filter(BizCellProductType.id != exclude_id) return db.query(q.exists()).scalar() def create_cell_product_type(db, *, product_type_code, product_type_name, tenant_no="zkxw", order_num=None, remark=None, user_id=None): if cell_product_type_code_exists(db, product_type_code, tenant_no): raise ValueError(f"产品类型编码 {product_type_code} 已存在") obj = BizCellProductType( id=generate_uuid(), product_type_code=product_type_code, product_type_name=product_type_name, tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_cell_product_type(db, type_id, *, product_type_code=None, product_type_name=None, order_num=None, remark=None, user_id=None, tenant_no=None): obj = get_cell_product_type(db, type_id, tenant_no) if not obj: raise ValueError("记录不存在") if product_type_code is not None and product_type_code != obj.product_type_code: if cell_product_type_code_exists(db, product_type_code, tenant_no, exclude_id=type_id): raise ValueError(f"产品类型编码 {product_type_code} 已存在") obj.product_type_code = product_type_code if product_type_name is not None: obj.product_type_name = product_type_name if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_cell_product_type(db, type_id, tenant_no=None): obj = get_cell_product_type(db, type_id, tenant_no) if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 2: BizCellProductSpec 细胞产品规格 # ──────────────────────────────────────────── def _row_to_dict_cell_product_spec(row) -> Dict[str, Any]: return { "id": row.id, "specCode": row.spec_code or "", "specName": row.spec_name or "", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_cell_product_specs(db, *, page=1, page_size=10, keyword=None, tenant_no=None, user_info=None): def _filtered(): q0 = db.query(BizCellProductSpec).filter(BizCellProductSpec.del_flag == 0) if tenant_no: q0 = q0.filter(BizCellProductSpec.tenant_no == tenant_no) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizCellProductSpec.spec_code.like(like), BizCellProductSpec.spec_name.like(like), ) ) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizCellProductSpec, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizCellProductSpec.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = _filtered().order_by(BizCellProductSpec.create_time.desc()).offset((page - 1) * page_size).limit(page_size).all() return [_row_to_dict_cell_product_spec(x) for x in rows], int(total) def get_cell_product_spec(db, spec_id, tenant_no=None): q = db.query(BizCellProductSpec).filter(and_(BizCellProductSpec.id == spec_id, BizCellProductSpec.del_flag == 0)) if tenant_no: q = q.filter(BizCellProductSpec.tenant_no == tenant_no) return q.first() def cell_product_spec_code_exists(db, code, tenant_no, exclude_id=None): q = db.query(BizCellProductSpec).filter( and_(BizCellProductSpec.spec_code == code, BizCellProductSpec.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductSpec.tenant_no == tenant_no) if exclude_id: q = q.filter(BizCellProductSpec.id != exclude_id) return db.query(q.exists()).scalar() def create_cell_product_spec(db, *, spec_code, spec_name, tenant_no="zkxw", order_num=None, remark=None, user_id=None): if cell_product_spec_code_exists(db, spec_code, tenant_no): raise ValueError(f"规格编码 {spec_code} 已存在") obj = BizCellProductSpec( id=generate_uuid(), spec_code=spec_code, spec_name=spec_name, tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_cell_product_spec(db, spec_id, *, spec_code=None, spec_name=None, order_num=None, remark=None, user_id=None, tenant_no=None): obj = get_cell_product_spec(db, spec_id, tenant_no) if not obj: raise ValueError("记录不存在") if spec_code is not None and spec_code != obj.spec_code: if cell_product_spec_code_exists(db, spec_code, tenant_no, exclude_id=spec_id): raise ValueError(f"规格编码 {spec_code} 已存在") obj.spec_code = spec_code if spec_name is not None: obj.spec_name = spec_name if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_cell_product_spec(db, spec_id, tenant_no=None): obj = get_cell_product_spec(db, spec_id, tenant_no) if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 3: BizCellProductPrice 细胞产品价格 # ──────────────────────────────────────────── def _row_to_dict_cell_product_price(row) -> Dict[str, Any]: return { "id": row.id, "projectName": row.project_name or "", "projectCode": row.project_code or "", "cellTypeCode": row.cell_type_code or "", "cellTypeName": row.cell_type_name or "", "specText": row.spec_text or "", "specId": row.spec_id or "", "cellProductTypeId": row.cell_product_type_id or "", "unitPrice": float(row.unit_price) if row.unit_price is not None else None, "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_cell_product_prices(db, *, page=1, page_size=10, keyword=None, tenant_no=None, cell_product_type_id=None, user_info=None): def _filtered(): q0 = db.query(BizCellProductPrice).filter(BizCellProductPrice.del_flag == 0) if tenant_no: q0 = q0.filter(BizCellProductPrice.tenant_no == tenant_no) if cell_product_type_id: q0 = q0.filter(BizCellProductPrice.cell_product_type_id == cell_product_type_id) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizCellProductPrice.project_name.like(like), BizCellProductPrice.project_code.like(like), BizCellProductPrice.cell_type_name.like(like), ) ) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizCellProductPrice, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizCellProductPrice.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = _filtered().order_by(BizCellProductPrice.create_time.desc()).offset((page - 1) * page_size).limit(page_size).all() return [_row_to_dict_cell_product_price(x) for x in rows], int(total) def get_cell_product_price(db, price_id, tenant_no=None): q = db.query(BizCellProductPrice).filter(and_(BizCellProductPrice.id == price_id, BizCellProductPrice.del_flag == 0)) if tenant_no: q = q.filter(BizCellProductPrice.tenant_no == tenant_no) return q.first() def cell_product_price_code_exists(db, code, tenant_no, exclude_id=None): q = db.query(BizCellProductPrice).filter( and_(BizCellProductPrice.project_code == code, BizCellProductPrice.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductPrice.tenant_no == tenant_no) if exclude_id: q = q.filter(BizCellProductPrice.id != exclude_id) return db.query(q.exists()).scalar() def create_cell_product_price( db, *, project_name, project_code, cell_type_code, cell_type_name, spec_text, spec_id, cell_product_type_id, unit_price, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): if cell_product_price_code_exists(db, project_code, tenant_no): raise ValueError(f"项目编码 {project_code} 已存在") obj = BizCellProductPrice( id=generate_uuid(), project_name=project_name, project_code=project_code, cell_type_code=cell_type_code, cell_type_name=cell_type_name, spec_text=spec_text or "", spec_id=spec_id or "", cell_product_type_id=cell_product_type_id or "", unit_price=unit_price, tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_cell_product_price( db, price_id, *, project_name=None, project_code=None, cell_type_code=None, cell_type_name=None, spec_text=None, spec_id=None, cell_product_type_id=None, unit_price=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): obj = get_cell_product_price(db, price_id, tenant_no) if not obj: raise ValueError("记录不存在") if project_code is not None and project_code != obj.project_code: if cell_product_price_code_exists(db, project_code, tenant_no, exclude_id=price_id): raise ValueError(f"项目编码 {project_code} 已存在") obj.project_code = project_code if project_name is not None: obj.project_name = project_name if cell_type_code is not None: obj.cell_type_code = cell_type_code if cell_type_name is not None: obj.cell_type_name = cell_type_name if spec_text is not None: obj.spec_text = spec_text if spec_id is not None: obj.spec_id = spec_id if cell_product_type_id is not None: obj.cell_product_type_id = cell_product_type_id if unit_price is not None: obj.unit_price = unit_price if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_cell_product_price(db, price_id, tenant_no=None): obj = get_cell_product_price(db, price_id, tenant_no) if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 4: BizCellProductProjectSystem 项目价格体系（主） # ──────────────────────────────────────────── def _row_to_dict_project_system(row) -> Dict[str, Any]: return { "id": row.id, "systemName": row.system_name or "", "systemCode": row.system_code or "", "status": row.status or "1", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_project_systems(db, *, page=1, page_size=10, keyword=None, tenant_no=None, user_info=None): def _filtered(): q0 = db.query(BizCellProductProjectSystem).filter(BizCellProductProjectSystem.del_flag == 0) if tenant_no: q0 = q0.filter(BizCellProductProjectSystem.tenant_no == tenant_no) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizCellProductProjectSystem.system_code.like(like), BizCellProductProjectSystem.system_name.like(like), ) ) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizCellProductProjectSystem, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizCellProductProjectSystem.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = _filtered().order_by(BizCellProductProjectSystem.create_time.desc()).offset((page - 1) * page_size).limit(page_size).all() return [_row_to_dict_project_system(x) for x in rows], int(total) def get_project_system(db, system_id, tenant_no=None): q = db.query(BizCellProductProjectSystem).filter( and_(BizCellProductProjectSystem.id == system_id, BizCellProductProjectSystem.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductProjectSystem.tenant_no == tenant_no) return q.first() def project_system_code_exists(db, code, tenant_no, exclude_id=None): q = db.query(BizCellProductProjectSystem).filter( and_(BizCellProductProjectSystem.system_code == code, BizCellProductProjectSystem.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductProjectSystem.tenant_no == tenant_no) if exclude_id: q = q.filter(BizCellProductProjectSystem.id != exclude_id) return db.query(q.exists()).scalar() def create_project_system(db, *, system_name, system_code, status="1", tenant_no="zkxw", order_num=None, remark=None, user_id=None): if project_system_code_exists(db, system_code, tenant_no): raise ValueError(f"体系编码 {system_code} 已存在") obj = BizCellProductProjectSystem( id=generate_uuid(), system_name=system_name, system_code=system_code, status=status or "1", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_project_system(db, system_id, *, system_name=None, system_code=None, status=None, order_num=None, remark=None, user_id=None, tenant_no=None): obj = get_project_system(db, system_id, tenant_no) if not obj: raise ValueError("记录不存在") if system_code is not None and system_code != obj.system_code: if project_system_code_exists(db, system_code, tenant_no, exclude_id=system_id): raise ValueError(f"体系编码 {system_code} 已存在") obj.system_code = system_code if system_name is not None: obj.system_name = system_name if status is not None: obj.status = status if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_project_system(db, system_id, tenant_no=None): obj = get_project_system(db, system_id, tenant_no) if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 5: BizCellProductProjectSystemItem 项目价格体系明细 # ──────────────────────────────────────────── def _row_to_dict_project_system_item(row) -> Dict[str, Any]: return { "id": row.id, "projectSystemId": row.project_system_id or "", "sourcePriceId": row.source_price_id or "", "projectName": row.project_name or "", "projectCode": row.project_code or "", "cellTypeCode": row.cell_type_code or "", "cellTypeName": row.cell_type_name or "", "specText": row.spec_text or "", "specId": row.spec_id or "", "cellProductTypeId": row.cell_product_type_id or "", "unitPrice": float(row.unit_price) if row.unit_price is not None else None, "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_project_system_items(db, project_system_id, tenant_no=None, user_info=None): q = db.query(BizCellProductProjectSystemItem).filter( and_( BizCellProductProjectSystemItem.project_system_id == project_system_id, BizCellProductProjectSystemItem.del_flag == 0, ) ) if tenant_no: q = q.filter(BizCellProductProjectSystemItem.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizCellProductProjectSystemItem, user_info, db, tenant_no) rows = q.order_by( BizCellProductProjectSystemItem.order_num.asc(), BizCellProductProjectSystemItem.create_time.asc(), ).all() return [_row_to_dict_project_system_item(x) for x in rows] def create_project_system_item( db, *, project_system_id, source_price_id="", project_name, project_code, cell_type_code, cell_type_name, spec_text="", spec_id="", cell_product_type_id="", unit_price, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizCellProductProjectSystemItem( id=generate_uuid(), project_system_id=project_system_id, source_price_id=source_price_id, project_name=project_name, project_code=project_code, cell_type_code=cell_type_code, cell_type_name=cell_type_name, spec_text=spec_text or "", spec_id=spec_id or "", cell_product_type_id=cell_product_type_id or "", unit_price=unit_price, tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_project_system_item( db, item_id, *, source_price_id=None, project_name=None, project_code=None, cell_type_code=None, cell_type_name=None, spec_text=None, spec_id=None, cell_product_type_id=None, unit_price=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizCellProductProjectSystemItem).filter( and_(BizCellProductProjectSystemItem.id == item_id, BizCellProductProjectSystemItem.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductProjectSystemItem.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if source_price_id is not None: obj.source_price_id = source_price_id if project_name is not None: obj.project_name = project_name if project_code is not None: obj.project_code = project_code if cell_type_code is not None: obj.cell_type_code = cell_type_code if cell_type_name is not None: obj.cell_type_name = cell_type_name if spec_text is not None: obj.spec_text = spec_text if spec_id is not None: obj.spec_id = spec_id if cell_product_type_id is not None: obj.cell_product_type_id = cell_product_type_id if unit_price is not None: obj.unit_price = unit_price if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_project_system_item(db, item_id, tenant_no=None): q = db.query(BizCellProductProjectSystemItem).filter( and_(BizCellProductProjectSystemItem.id == item_id, BizCellProductProjectSystemItem.del_flag == 0) ) if tenant_no: q = q.filter(BizCellProductProjectSystemItem.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 6: BizChannel 渠道信息 # ──────────────────────────────────────────── def _row_to_dict_channel( row, db: Optional[Session] = None, tenant_no: Optional[str] = None, ) -> Dict[str, Any]: tn = tenant_no or row.tenant_no return { "id": row.id, "channelName": row.channel_name or "", "creditCode": row.credit_code or "", "channelType": row.channel_type or "", "contactName": row.contact_name or "", "contactPhone": row.contact_phone or "", "contactEmail": row.contact_email or "", "protocolAttachments": row.protocol_attachments or "", "attachmentFiles": urls_to_attachment_list(row.protocol_attachments, db, tn) if db else [], "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_channels(db, *, page=1, page_size=10, keyword=None, tenant_no=None, user_info=None): def _filtered(): q0 = db.query(BizChannel).filter(BizChannel.del_flag == 0) if tenant_no: q0 = q0.filter(BizChannel.tenant_no == tenant_no) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizChannel.channel_name.like(like), BizChannel.credit_code.like(like), BizChannel.contact_name.like(like), ) ) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizChannel, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizChannel.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = _filtered().order_by(BizChannel.create_time.desc()).offset((page - 1) * page_size).limit(page_size).all() return [_row_to_dict_channel(x, db, tenant_no) for x in rows], int(total) def get_channel(db, channel_id, tenant_no=None): q = db.query(BizChannel).filter(and_(BizChannel.id == channel_id, BizChannel.del_flag == 0)) if tenant_no: q = q.filter(BizChannel.tenant_no == tenant_no) return q.first() def create_channel( db, *, channel_name, credit_code=None, channel_type=None, contact_name=None, contact_phone=None, contact_email=None, protocol_attachments=None, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizChannel( id=generate_uuid(), channel_name=channel_name, credit_code=credit_code or "", channel_type=channel_type or "", contact_name=contact_name or "", contact_phone=contact_phone or "", contact_email=contact_email or "", protocol_attachments=protocol_attachments or "", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_channel( db, channel_id, *, channel_name=None, credit_code=None, channel_type=None, contact_name=None, contact_phone=None, contact_email=None, protocol_attachments=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): obj = get_channel(db, channel_id, tenant_no) if not obj: raise ValueError("记录不存在") if channel_name is not None: obj.channel_name = channel_name if credit_code is not None: obj.credit_code = credit_code if channel_type is not None: obj.channel_type = channel_type if contact_name is not None: obj.contact_name = contact_name if contact_phone is not None: obj.contact_phone = contact_phone if contact_email is not None: obj.contact_email = contact_email if protocol_attachments is not None: obj.protocol_attachments = protocol_attachments if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_channel(db, channel_id, tenant_no=None): obj = get_channel(db, channel_id, tenant_no) if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 7: BizChannelInvoice 渠道开票信息 # ──────────────────────────────────────────── def _row_to_dict_channel_invoice(row) -> Dict[str, Any]: return { "id": row.id, "channelId": row.channel_id or "", "companyName": row.company_name or "", "taxNo": row.tax_no or "", "companyAddress": row.company_address or "", "companyPhone": row.company_phone or "", "bankName": row.bank_name or "", "bankAccount": row.bank_account or "", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_channel_invoices(db, channel_id, tenant_no=None, user_info=None): q = db.query(BizChannelInvoice).filter( and_( BizChannelInvoice.channel_id == channel_id, BizChannelInvoice.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelInvoice.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizChannelInvoice, user_info, db, tenant_no) rows = q.order_by(BizChannelInvoice.create_time.desc()).all() return [_row_to_dict_channel_invoice(x) for x in rows] def create_channel_invoice( db, *, channel_id, company_name, tax_no=None, company_address=None, company_phone=None, bank_name=None, bank_account=None, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizChannelInvoice( id=generate_uuid(), channel_id=channel_id, company_name=company_name, tax_no=tax_no or "", company_address=company_address or "", company_phone=company_phone or "", bank_name=bank_name or "", bank_account=bank_account or "", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_channel_invoice( db, invoice_id, *, company_name=None, tax_no=None, company_address=None, company_phone=None, bank_name=None, bank_account=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizChannelInvoice).filter( and_(BizChannelInvoice.id == invoice_id, BizChannelInvoice.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelInvoice.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if company_name is not None: obj.company_name = company_name if tax_no is not None: obj.tax_no = tax_no if company_address is not None: obj.company_address = company_address if company_phone is not None: obj.company_phone = company_phone if bank_name is not None: obj.bank_name = bank_name if bank_account is not None: obj.bank_account = bank_account if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_channel_invoice(db, invoice_id, tenant_no=None): q = db.query(BizChannelInvoice).filter( and_(BizChannelInvoice.id == invoice_id, BizChannelInvoice.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelInvoice.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 8: BizChannelMailAddress 渠道邮寄地址 # ──────────────────────────────────────────── def _row_to_dict_channel_mail_address(row) -> Dict[str, Any]: return { "id": row.id, "channelId": row.channel_id or "", "mailAddress": row.mail_address or "", "mailContact": row.mail_contact or "", "mailPhone": row.mail_phone or "", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_channel_mail_addresses(db, channel_id, tenant_no=None, user_info=None): q = db.query(BizChannelMailAddress).filter( and_( BizChannelMailAddress.channel_id == channel_id, BizChannelMailAddress.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelMailAddress.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizChannelMailAddress, user_info, db, tenant_no) rows = q.order_by(BizChannelMailAddress.create_time.desc()).all() return [_row_to_dict_channel_mail_address(x) for x in rows] def create_channel_mail_address( db, *, channel_id, mail_address, mail_contact=None, mail_phone=None, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizChannelMailAddress( id=generate_uuid(), channel_id=channel_id, mail_address=mail_address, mail_contact=mail_contact or "", mail_phone=mail_phone or "", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_channel_mail_address( db, address_id, *, mail_address=None, mail_contact=None, mail_phone=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizChannelMailAddress).filter( and_(BizChannelMailAddress.id == address_id, BizChannelMailAddress.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelMailAddress.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if mail_address is not None: obj.mail_address = mail_address if mail_contact is not None: obj.mail_contact = mail_contact if mail_phone is not None: obj.mail_phone = mail_phone if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_channel_mail_address(db, address_id, tenant_no=None): q = db.query(BizChannelMailAddress).filter( and_(BizChannelMailAddress.id == address_id, BizChannelMailAddress.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelMailAddress.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 9: BizChannelAgreement 渠道协议 # ──────────────────────────────────────────── def _row_to_dict_channel_agreement(row) -> Dict[str, Any]: def _fmt_date(v): """CHAR(8) YYYYMMDD → YYYY-MM-DD""" if not v or len(v) != 8: return v or "" return f"{v[:4]}-{v[4:6]}-{v[6:8]}" return { "id": row.id, "channelId": row.channel_id or "", "agreementType": row.agreement_type or "", "businessType": row.business_type or "", "settleMode": row.settle_mode or "", "creditLimitAmount": float(row.credit_limit_amount) if row.credit_limit_amount is not None else None, "effectiveDate": _fmt_date(row.effective_date), "expireDate": _fmt_date(row.expire_date), "agreementStatus": row.agreement_status or "", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_channel_agreements(db, channel_id, tenant_no=None, user_info=None): q = db.query(BizChannelAgreement).filter( and_( BizChannelAgreement.channel_id == channel_id, BizChannelAgreement.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelAgreement.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizChannelAgreement, user_info, db, tenant_no) rows = q.order_by(BizChannelAgreement.create_time.desc()).all() return [_row_to_dict_channel_agreement(x) for x in rows] def create_channel_agreement( db, *, channel_id, agreement_type, business_type=None, settle_mode=None, credit_limit_amount=None, effective_date=None, expire_date=None, agreement_status="dsx", tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): _ed = (effective_date or "").replace("-", "") if effective_date else "" _xd = (expire_date or "").replace("-", "") if expire_date else "" obj = BizChannelAgreement( id=generate_uuid(), channel_id=channel_id, agreement_type=agreement_type, business_type=business_type or "", settle_mode=settle_mode or "", credit_limit_amount=credit_limit_amount, effective_date=_ed, expire_date=_xd, agreement_status=agreement_status or "dsx", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_channel_agreement( db, agreement_id, *, agreement_type=None, business_type=None, settle_mode=None, credit_limit_amount=None, effective_date=None, expire_date=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizChannelAgreement).filter( and_(BizChannelAgreement.id == agreement_id, BizChannelAgreement.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAgreement.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if agreement_type is not None: obj.agreement_type = agreement_type if business_type is not None: obj.business_type = business_type if settle_mode is not None: obj.settle_mode = settle_mode if credit_limit_amount is not None: obj.credit_limit_amount = credit_limit_amount if effective_date is not None: obj.effective_date = effective_date.replace("-", "") if effective_date else "" if expire_date is not None: obj.expire_date = expire_date.replace("-", "") if expire_date else "" if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_channel_agreement(db, agreement_id, tenant_no=None): q = db.query(BizChannelAgreement).filter( and_(BizChannelAgreement.id == agreement_id, BizChannelAgreement.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAgreement.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() def activate_channel_agreement(db, agreement_id, tenant_no=None, user_id=None): """生效协议：仅待生效(dsx)可变为生效中(sxz)""" q = db.query(BizChannelAgreement).filter( and_(BizChannelAgreement.id == agreement_id, BizChannelAgreement.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAgreement.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if (obj.agreement_status or "").strip() != "dsx": raise ValueError("仅待生效状态的协议可执行生效操作") obj.agreement_status = "sxz" obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def void_channel_agreement(db, agreement_id, tenant_no=None, user_id=None): """作废协议：设置 agreement_status='yzf'""" q = db.query(BizChannelAgreement).filter( and_(BizChannelAgreement.id == agreement_id, BizChannelAgreement.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAgreement.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.agreement_status = "yzf" obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj # ──────────────────────────────────────────── # Entity 10: BizChannelAgreementProductPrice 渠道协议产品价格 # ──────────────────────────────────────────── def _row_to_dict_channel_agreement_price(row) -> Dict[str, Any]: return { "id": row.id, "channelAgreementId": row.channel_agreement_id or "", "projectName": row.project_name or "", "projectCode": row.project_code or "", "cellTypeCode": row.cell_type_code or "", "cellTypeName": row.cell_type_name or "", "specText": row.spec_text or "", "originalPrice": float(row.original_price) if row.original_price is not None else None, "agreementPrice": float(row.agreement_price) if row.agreement_price is not None else None, "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def _channel_agreement_price_item_key( project_code=None, project_name=None, cell_type_code=None, cell_type_name=None, spec_text=None, ) -> str: code = (project_code or project_name or "").strip().lower() cell = (cell_type_code or cell_type_name or "").strip().lower() spec = (spec_text or "").strip().lower() return f"{code}|{cell}|{spec}" def _channel_agreement_price_exists( db, channel_agreement_id, *, project_code=None, project_name=None, cell_type_code=None, cell_type_name=None, spec_text=None, tenant_no=None, exclude_price_id=None, ): target_key = _channel_agreement_price_item_key( project_code=project_code, project_name=project_name, cell_type_code=cell_type_code, cell_type_name=cell_type_name, spec_text=spec_text, ) q = db.query(BizChannelAgreementProductPrice).filter( and_( BizChannelAgreementProductPrice.channel_agreement_id == channel_agreement_id, BizChannelAgreementProductPrice.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelAgreementProductPrice.tenant_no == tenant_no) if exclude_price_id: q = q.filter(BizChannelAgreementProductPrice.id != exclude_price_id) for row in q.all(): if _channel_agreement_price_item_key( project_code=row.project_code, project_name=row.project_name, cell_type_code=row.cell_type_code, cell_type_name=row.cell_type_name, spec_text=row.spec_text, ) == target_key: return True return False def list_channel_agreement_prices(db, channel_agreement_id, tenant_no=None, user_info=None): q = db.query(BizChannelAgreementProductPrice).filter( and_( BizChannelAgreementProductPrice.channel_agreement_id == channel_agreement_id, BizChannelAgreementProductPrice.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelAgreementProductPrice.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizChannelAgreementProductPrice, user_info, db, tenant_no) rows = q.order_by(BizChannelAgreementProductPrice.create_time.desc()).all() return [_row_to_dict_channel_agreement_price(x) for x in rows] def create_channel_agreement_price( db, *, channel_agreement_id, project_name=None, project_code=None, cell_type_code=None, cell_type_name=None, spec_text=None, original_price=None, agreement_price=None, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): if _channel_agreement_price_exists( db, channel_agreement_id, project_code=project_code, project_name=project_name, cell_type_code=cell_type_code, cell_type_name=cell_type_name, spec_text=spec_text, tenant_no=tenant_no, ): raise ValueError("该项目信息已存在，不可重复添加") obj = BizChannelAgreementProductPrice( id=generate_uuid(), channel_agreement_id=channel_agreement_id, project_name=project_name or "", project_code=project_code or "", cell_type_code=cell_type_code or "", cell_type_name=cell_type_name or "", spec_text=spec_text or "", original_price=original_price, agreement_price=agreement_price, tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_channel_agreement_price( db, price_id, *, project_name=None, project_code=None, cell_type_code=None, cell_type_name=None, spec_text=None, original_price=None, agreement_price=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizChannelAgreementProductPrice).filter( and_(BizChannelAgreementProductPrice.id == price_id, BizChannelAgreementProductPrice.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAgreementProductPrice.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") next_project_name = project_name if project_name is not None else obj.project_name next_project_code = project_code if project_code is not None else obj.project_code next_cell_type_code = cell_type_code if cell_type_code is not None else obj.cell_type_code next_cell_type_name = cell_type_name if cell_type_name is not None else obj.cell_type_name next_spec_text = spec_text if spec_text is not None else obj.spec_text if _channel_agreement_price_exists( db, obj.channel_agreement_id, project_code=next_project_code, project_name=next_project_name, cell_type_code=next_cell_type_code, cell_type_name=next_cell_type_name, spec_text=next_spec_text, tenant_no=tenant_no, exclude_price_id=price_id, ): raise ValueError("该项目信息已存在，不可重复添加") if project_name is not None: obj.project_name = project_name if project_code is not None: obj.project_code = project_code if cell_type_code is not None: obj.cell_type_code = cell_type_code if cell_type_name is not None: obj.cell_type_name = cell_type_name if spec_text is not None: obj.spec_text = spec_text if original_price is not None: obj.original_price = original_price if agreement_price is not None: obj.agreement_price = agreement_price if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_channel_agreement_price(db, price_id, tenant_no=None): q = db.query(BizChannelAgreementProductPrice).filter( and_(BizChannelAgreementProductPrice.id == price_id, BizChannelAgreementProductPrice.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAgreementProductPrice.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 11: BizCheckupInstitution 体检机构 # ──────────────────────────────────────────── def _row_to_dict_checkup_institution(row, projects: Optional[List[Dict[str, Any]]] = None) -> Dict[str, Any]: data = { "id": row.id, "institutionName": row.institution_name or "", "institutionAddress": row.institution_address or "", "contactName": row.contact_name or "", "contactPhone": row.contact_phone or "", "institutionLogo": row.institution_logo or "", "status": row.status or "1", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } if projects is not None: data["projects"] = projects return data def list_checkup_institutions(db, *, page=1, page_size=10, keyword=None, status=None, tenant_no=None, user_info=None): def _filtered(): q0 = db.query(BizCheckupInstitution).filter(BizCheckupInstitution.del_flag == 0) if tenant_no: q0 = q0.filter(BizCheckupInstitution.tenant_no == tenant_no) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizCheckupInstitution.institution_name.like(like), BizCheckupInstitution.contact_name.like(like), ) ) st = (status or "").strip() if st in ("0", "1"): q0 = q0.filter(BizCheckupInstitution.status == st) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizCheckupInstitution, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizCheckupInstitution.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = _filtered().order_by(BizCheckupInstitution.create_time.desc()).offset((page - 1) * page_size).limit(page_size).all() institution_ids = [x.id for x in rows] projects_by_inst: Dict[str, List[Dict[str, Any]]] = {iid: [] for iid in institution_ids} if institution_ids: pq = db.query(BizCheckupInstitutionProject).filter( BizCheckupInstitutionProject.checkup_institution_id.in_(institution_ids), BizCheckupInstitutionProject.del_flag == 0, ) if tenant_no: pq = pq.filter(BizCheckupInstitutionProject.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope pq = apply_data_scope(pq, BizCheckupInstitutionProject, user_info, db, tenant_no) for pr in pq.order_by(BizCheckupInstitutionProject.create_time.desc()).all(): projects_by_inst.setdefault(pr.checkup_institution_id, []).append( _row_to_dict_checkup_institution_project(pr) ) return [ _row_to_dict_checkup_institution(x, projects_by_inst.get(x.id, [])) for x in rows ], int(total) def get_checkup_institution(db, institution_id, tenant_no=None): q = db.query(BizCheckupInstitution).filter( and_(BizCheckupInstitution.id == institution_id, BizCheckupInstitution.del_flag == 0) ) if tenant_no: q = q.filter(BizCheckupInstitution.tenant_no == tenant_no) return q.first() def create_checkup_institution( db, *, institution_name, institution_address=None, contact_name=None, contact_phone=None, institution_logo=None, status="1", tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizCheckupInstitution( id=generate_uuid(), institution_name=institution_name, institution_address=institution_address or "", contact_name=contact_name or "", contact_phone=contact_phone or "", institution_logo=(institution_logo or "").strip() or None, status=status or "1", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_checkup_institution( db, institution_id, *, institution_name=None, institution_address=None, contact_name=None, contact_phone=None, institution_logo=None, status=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): obj = get_checkup_institution(db, institution_id, tenant_no) if not obj: raise ValueError("记录不存在") if institution_name is not None: obj.institution_name = institution_name if institution_address is not None: obj.institution_address = institution_address if contact_name is not None: obj.contact_name = contact_name if contact_phone is not None: obj.contact_phone = contact_phone if institution_logo is not None: obj.institution_logo = (institution_logo or "").strip() or None if status is not None: obj.status = status if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_checkup_institution(db, institution_id, tenant_no=None): obj = get_checkup_institution(db, institution_id, tenant_no) if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 12: BizCheckupInstitutionInvoice 体检机构开票信息 # ──────────────────────────────────────────── def _row_to_dict_checkup_institution_invoice(row) -> Dict[str, Any]: return { "id": row.id, "checkupInstitutionId": row.checkup_institution_id or "", "companyName": row.company_name or "", "taxNo": row.tax_no or "", "companyAddress": row.company_address or "", "companyPhone": row.company_phone or "", "bankName": row.bank_name or "", "bankAccount": row.bank_account or "", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_checkup_institution_invoices(db, checkup_institution_id, tenant_no=None, user_info=None): q = db.query(BizCheckupInstitutionInvoice).filter( and_( BizCheckupInstitutionInvoice.checkup_institution_id == checkup_institution_id, BizCheckupInstitutionInvoice.del_flag == 0, ) ) if tenant_no: q = q.filter(BizCheckupInstitutionInvoice.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizCheckupInstitutionInvoice, user_info, db, tenant_no) rows = q.order_by(BizCheckupInstitutionInvoice.create_time.desc()).all() return [_row_to_dict_checkup_institution_invoice(x) for x in rows] def create_checkup_institution_invoice( db, *, checkup_institution_id, company_name, tax_no=None, company_address=None, company_phone=None, bank_name=None, bank_account=None, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizCheckupInstitutionInvoice( id=generate_uuid(), checkup_institution_id=checkup_institution_id, company_name=company_name, tax_no=tax_no or "", company_address=company_address or "", company_phone=company_phone or "", bank_name=bank_name or "", bank_account=bank_account or "", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_checkup_institution_invoice( db, invoice_id, *, company_name=None, tax_no=None, company_address=None, company_phone=None, bank_name=None, bank_account=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizCheckupInstitutionInvoice).filter( and_(BizCheckupInstitutionInvoice.id == invoice_id, BizCheckupInstitutionInvoice.del_flag == 0) ) if tenant_no: q = q.filter(BizCheckupInstitutionInvoice.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if company_name is not None: obj.company_name = company_name if tax_no is not None: obj.tax_no = tax_no if company_address is not None: obj.company_address = company_address if company_phone is not None: obj.company_phone = company_phone if bank_name is not None: obj.bank_name = bank_name if bank_account is not None: obj.bank_account = bank_account if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_checkup_institution_invoice(db, invoice_id, tenant_no=None): q = db.query(BizCheckupInstitutionInvoice).filter( and_(BizCheckupInstitutionInvoice.id == invoice_id, BizCheckupInstitutionInvoice.del_flag == 0) ) if tenant_no: q = q.filter(BizCheckupInstitutionInvoice.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 13: BizCheckupInstitutionProject 体检机构项目及价格 # ──────────────────────────────────────────── def _row_to_dict_checkup_institution_project(row) -> Dict[str, Any]: return { "id": row.id, "checkupInstitutionId": row.checkup_institution_id or "", "projectName": row.project_name or "", "projectFee": float(row.project_fee) if row.project_fee is not None else None, "status": row.status or "1", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def list_checkup_institution_projects(db, checkup_institution_id, tenant_no=None, user_info=None): q = db.query(BizCheckupInstitutionProject).filter( and_( BizCheckupInstitutionProject.checkup_institution_id == checkup_institution_id, BizCheckupInstitutionProject.del_flag == 0, ) ) if tenant_no: q = q.filter(BizCheckupInstitutionProject.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizCheckupInstitutionProject, user_info, db, tenant_no) rows = q.order_by(BizCheckupInstitutionProject.create_time.desc()).all() return [_row_to_dict_checkup_institution_project(x) for x in rows] def create_checkup_institution_project( db, *, checkup_institution_id, project_name, project_fee=None, status="1", tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): obj = BizCheckupInstitutionProject( id=generate_uuid(), checkup_institution_id=checkup_institution_id, project_name=project_name, project_fee=project_fee, status=status or "1", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.commit() db.refresh(obj) return obj def update_checkup_institution_project( db, project_id, *, project_name=None, project_fee=None, status=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): q = db.query(BizCheckupInstitutionProject).filter( and_(BizCheckupInstitutionProject.id == project_id, BizCheckupInstitutionProject.del_flag == 0) ) if tenant_no: q = q.filter(BizCheckupInstitutionProject.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") if project_name is not None: obj.project_name = project_name if project_fee is not None: obj.project_fee = project_fee if status is not None: obj.status = status if order_num is not None: obj.order_num = order_num if remark is not None: obj.remark = remark obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.commit() db.refresh(obj) return obj def soft_delete_checkup_institution_project(db, project_id, tenant_no=None): q = db.query(BizCheckupInstitutionProject).filter( and_(BizCheckupInstitutionProject.id == project_id, BizCheckupInstitutionProject.del_flag == 0) ) if tenant_no: q = q.filter(BizCheckupInstitutionProject.tenant_no == tenant_no) obj = q.first() if not obj: raise ValueError("记录不存在") obj.del_flag = 1 obj.update_time = datetime.now() db.add(obj) db.commit() # ──────────────────────────────────────────── # Entity 14: BizCheckupInstitutionPackage 体检机构项目套餐 # ──────────────────────────────────────────── def _sum_package_item_fees(items: List[Dict[str, Any]]) -> float: total = 0.0 for it in items: fee = it.get("project_fee") if fee is None and "projectFee" in it: fee = it.get("projectFee") total += float(fee) if fee is not None else 0.0 return total def _row_to_dict_checkup_institution_package( row, *, total_fee: Optional[float] = None, item_count: Optional[int] = None, ) -> Dict[str, Any]: d = { "id": row.id, "checkupInstitutionId": row.checkup_institution_id or "", "packageName": row.package_name or "", "packageCode": row.package_code or "", "status": row.status or "1", "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } if total_fee is not None: d["totalFee"] = total_fee if item_count is not None: d["itemCount"] = item_count return d def _row_to_dict_checkup_institution_package_item( row, *, source_project_deleted: bool = False, source_project_status: Optional[str] = None, ) -> Dict[str, Any]: return { "id": row.id, "packageId": row.package_id or "", "checkupInstitutionProjectId": row.checkup_institution_project_id or "", "projectName": row.project_name or "", "projectFee": float(row.project_fee) if row.project_fee is not None else None, "status": source_project_status if source_project_status is not None else "1", "sourceProjectDeleted": source_project_deleted, "tenantNo": row.tenant_no or "", "orderNum": row.order_num if row.order_num is not None else 0, "remark": row.remark or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def checkup_package_code_exists(db, institution_id, code, tenant_no, exclude_id=None): q = db.query(BizCheckupInstitutionPackage).filter( and_( BizCheckupInstitutionPackage.checkup_institution_id == institution_id, BizCheckupInstitutionPackage.package_code == code, BizCheckupInstitutionPackage.del_flag == 0, ) ) if tenant_no: q = q.filter(BizCheckupInstitutionPackage.tenant_no == tenant_no) if exclude_id: q = q.filter(BizCheckupInstitutionPackage.id != exclude_id) return db.query(q.exists()).scalar() def _get_checkup_project_for_package(db, project_id, institution_id, tenant_no=None): q = db.query(BizCheckupInstitutionProject).filter( BizCheckupInstitutionProject.id == project_id, BizCheckupInstitutionProject.checkup_institution_id == institution_id, ) if tenant_no: q = q.filter(BizCheckupInstitutionProject.tenant_no == tenant_no) return q.first() def _validate_package_items_for_save( db, institution_id, items, tenant_no=None, existing_item_project_ids=None, ): if not items: raise ValueError("套餐至少包含一个体检项目") existing_ids = set(existing_item_project_ids or []) seen = set() for it in items: pid = it.get("checkup_institution_project_id") or it.get("checkupInstitutionProjectId") if not pid: raise ValueError("套餐明细缺少机构项目") if pid in seen: raise ValueError("套餐内不能重复添加同一体检项目") seen.add(pid) proj = _get_checkup_project_for_package(db, pid, institution_id, tenant_no) if not proj: raise ValueError("存在无效的体检项目") if pid in existing_ids: continue if proj.del_flag != 0: raise ValueError("不能新添加已删除的体检项目") if (proj.status or "1") != "1": raise ValueError("套餐不能包含已停用的体检项目") def _list_package_items_raw(db, package_id, tenant_no=None): q = db.query(BizCheckupInstitutionPackageItem).filter( and_( BizCheckupInstitutionPackageItem.package_id == package_id, BizCheckupInstitutionPackageItem.del_flag == 0, ) ) if tenant_no: q = q.filter(BizCheckupInstitutionPackageItem.tenant_no == tenant_no) return q.order_by(BizCheckupInstitutionPackageItem.order_num.asc(), BizCheckupInstitutionPackageItem.create_time.asc()).all() def _package_items_to_dicts(db, institution_id, item_rows, tenant_no=None): result = [] for row in item_rows: proj = _get_checkup_project_for_package( db, row.checkup_institution_project_id, institution_id, tenant_no ) deleted = proj is None or proj.del_flag != 0 proj_status = (proj.status or "1") if proj else "1" result.append( _row_to_dict_checkup_institution_package_item( row, source_project_deleted=deleted, source_project_status=proj_status, ) ) return result def _insert_package_items( db, *, package_id, institution_id, items, tenant_no, user_id=None, ): for idx, it in enumerate(items): pid = it.get("checkup_institution_project_id") or it.get("checkupInstitutionProjectId") proj = _get_checkup_project_for_package(db, pid, institution_id, tenant_no) name = (it.get("project_name") or it.get("projectName") or "").strip() if not name and proj: name = proj.project_name or "" fee = it.get("project_fee") if fee is None: fee = it.get("projectFee") obj = BizCheckupInstitutionPackageItem( id=generate_uuid(), package_id=package_id, checkup_institution_project_id=pid, project_name=name, project_fee=fee, tenant_no=tenant_no, order_num=it.get("order_num") if it.get("order_num") is not None else it.get("orderNum") or (idx + 1), remark=it.get("remark") or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) def list_checkup_institution_packages(db, checkup_institution_id, tenant_no=None, user_info=None): q = db.query(BizCheckupInstitutionPackage).filter( and_( BizCheckupInstitutionPackage.checkup_institution_id == checkup_institution_id, BizCheckupInstitutionPackage.del_flag == 0, ) ) if tenant_no: q = q.filter(BizCheckupInstitutionPackage.tenant_no == tenant_no) if user_info: from app.core.data_scope import apply_data_scope q = apply_data_scope(q, BizCheckupInstitutionPackage, user_info, db, tenant_no) rows = q.order_by(BizCheckupInstitutionPackage.create_time.desc()).all() out = [] for row in rows: item_rows = _list_package_items_raw(db, row.id, tenant_no) fees = [float(x.project_fee) if x.project_fee is not None else 0.0 for x in item_rows] out.append( _row_to_dict_checkup_institution_package( row, total_fee=sum(fees), item_count=len(item_rows), ) ) return out def get_checkup_institution_package(db, package_id, tenant_no=None): q = db.query(BizCheckupInstitutionPackage).filter( and_(BizCheckupInstitutionPackage.id == package_id, BizCheckupInstitutionPackage.del_flag == 0) ) if tenant_no: q = q.filter(BizCheckupInstitutionPackage.tenant_no == tenant_no) return q.first() def get_checkup_institution_package_detail(db, package_id, tenant_no=None): pkg = get_checkup_institution_package(db, package_id, tenant_no) if not pkg: return None item_rows = _list_package_items_raw(db, package_id, tenant_no) items = _package_items_to_dicts(db, pkg.checkup_institution_id, item_rows, tenant_no) fees = [float(x.project_fee) if x.project_fee is not None else 0.0 for x in item_rows] d = _row_to_dict_checkup_institution_package(pkg, total_fee=sum(fees), item_count=len(item_rows)) d["items"] = items return d def create_checkup_institution_package( db, *, checkup_institution_id, package_name, package_code, status="1", items, tenant_no="zkxw", order_num=None, remark=None, user_id=None, ): code = (package_code or "").strip() if not code: raise ValueError("套餐编码不能为空") if checkup_package_code_exists(db, checkup_institution_id, code, tenant_no): raise ValueError(f"套餐编码 {code} 已存在") _validate_package_items_for_save(db, checkup_institution_id, items, tenant_no) pkg = BizCheckupInstitutionPackage( id=generate_uuid(), checkup_institution_id=checkup_institution_id, package_name=package_name, package_code=code, status=status or "1", tenant_no=tenant_no, order_num=order_num or 0, remark=remark or "", create_by=user_id, create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(pkg) db.flush() _insert_package_items( db, package_id=pkg.id, institution_id=checkup_institution_id, items=items, tenant_no=tenant_no, user_id=user_id, ) db.commit() db.refresh(pkg) return get_checkup_institution_package_detail(db, pkg.id, tenant_no) def update_checkup_institution_package( db, package_id, *, package_name=None, package_code=None, status=None, items=None, order_num=None, remark=None, user_id=None, tenant_no=None, ): pkg = get_checkup_institution_package(db, package_id, tenant_no) if not pkg: raise ValueError("记录不存在") institution_id = pkg.checkup_institution_id if package_code is not None: code = package_code.strip() if not code: raise ValueError("套餐编码不能为空") if code != pkg.package_code and checkup_package_code_exists( db, institution_id, code, tenant_no, exclude_id=package_id ): raise ValueError(f"套餐编码 {code} 已存在") pkg.package_code = code if package_name is not None: pkg.package_name = package_name if status is not None: pkg.status = status if order_num is not None: pkg.order_num = order_num if remark is not None: pkg.remark = remark if items is not None: old_rows = _list_package_items_raw(db, package_id, tenant_no) existing_pids = {r.checkup_institution_project_id for r in old_rows} _validate_package_items_for_save( db, institution_id, items, tenant_no, existing_item_project_ids=existing_pids, ) # 全量替换：物理删除旧明细，避免 uk(package_id, project_id) 与软删行冲突 q_items = db.query(BizCheckupInstitutionPackageItem).filter( BizCheckupInstitutionPackageItem.package_id == package_id ) if tenant_no: q_items = q_items.filter(BizCheckupInstitutionPackageItem.tenant_no == tenant_no) for row in q_items.all(): db.delete(row) db.flush() _insert_package_items( db, package_id=package_id, institution_id=institution_id, items=items, tenant_no=tenant_no or pkg.tenant_no, user_id=user_id, ) pkg.update_by = user_id pkg.update_time = datetime.now() db.add(pkg) db.commit() return get_checkup_institution_package_detail(db, package_id, tenant_no) def soft_delete_checkup_institution_package(db, package_id, tenant_no=None): pkg = get_checkup_institution_package(db, package_id, tenant_no) if not pkg: raise ValueError("记录不存在") now = datetime.now() pkg.del_flag = 1 pkg.update_time = now db.add(pkg) for row in _list_package_items_raw(db, package_id, tenant_no): row.del_flag = 1 row.update_time = now db.add(row) db.commit() # ──────────────────────────────────────────── # Shared utility # ──────────────────────────────────────────── def total_pages(total, page_size): if total <= 0: return 0 return int(math.ceil(total / float(page_size))) # ──────────────────────────────────────────── # Entity 15: BizChannelAccount 渠道账户 # ──────────────────────────────────────────── def _row_to_dict_channel_account(row) -> Dict[str, Any]: return { "id": row.id, "channelId": row.channel_id or "", "balanceAmount": float(row.balance_amount) if row.balance_amount else 0, "tenantNo": row.tenant_no or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def get_channel_account(db, channel_id, tenant_no=None): """只读查询渠道账户，不加行锁""" q = db.query(BizChannelAccount).filter( and_(BizChannelAccount.channel_id == channel_id, BizChannelAccount.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelAccount.tenant_no == tenant_no) return q.first() def _get_or_create_channel_account(db, channel_id, tenant_no, user_id): """获取或创建渠道账户（带行锁 with_for_update）""" q = db.query(BizChannelAccount).filter( and_(BizChannelAccount.channel_id == channel_id, BizChannelAccount.del_flag == 0) ).with_for_update() if tenant_no: q = q.filter(BizChannelAccount.tenant_no == tenant_no) obj = q.first() if obj: return obj obj = BizChannelAccount( id=generate_uuid(), channel_id=channel_id, balance_amount=0, tenant_no=tenant_no or "zkxw", order_num=0, remark="", create_by=user_id, create_dept_id="", create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.flush() return obj # ──────────────────────────────────────────── # Entity 16: BizChannelProductQuota 渠道产品份数 # ──────────────────────────────────────────── def _row_to_dict_channel_product_quota(row) -> Dict[str, Any]: return { "id": row.id, "channelId": row.channel_id or "", "projectCode": row.project_code or "", "projectName": row.project_name or "", "cellTypeCode": row.cell_type_code or "", "cellTypeName": row.cell_type_name or "", "specText": row.spec_text or "", "totalQty": float(row.total_qty) if row.total_qty else 0, "usedQty": float(row.used_qty) if row.used_qty else 0, "remainingQty": float(row.remaining_qty) if row.remaining_qty else 0, "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } def _upsert_channel_product_quota( db, channel_id, project_code, project_name, cell_type_code, cell_type_name, spec_text, add_qty, tenant_no, user_id, ): """增加份数：已存在则累加，不存在则新建""" q = db.query(BizChannelProductQuota).filter( and_( BizChannelProductQuota.channel_id == channel_id, BizChannelProductQuota.project_code == (project_code or ""), BizChannelProductQuota.cell_type_code == (cell_type_code or ""), BizChannelProductQuota.spec_text == (spec_text or ""), BizChannelProductQuota.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelProductQuota.tenant_no == tenant_no) obj = q.first() if obj: obj.total_qty = (float(obj.total_qty) if obj.total_qty else 0) + add_qty obj.remaining_qty = (float(obj.remaining_qty) if obj.remaining_qty else 0) + add_qty obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.flush() return obj obj = BizChannelProductQuota( id=generate_uuid(), channel_id=channel_id, project_code=project_code or "", project_name=project_name or "", cell_type_code=cell_type_code or "", cell_type_name=cell_type_name or "", spec_text=spec_text or "", total_qty=add_qty, used_qty=0, remaining_qty=add_qty, tenant_no=tenant_no or "zkxw", order_num=0, remark="", create_by=user_id, create_dept_id="", create_time=datetime.now(), update_by=user_id, update_time=datetime.now(), del_flag=0, ) db.add(obj) db.flush() return obj def _reduce_channel_product_quota(db, channel_id, project_code, cell_type_code, spec_text, reduce_qty, user_id): """扣减份数：验证 remaining_qty >= reduce_qty""" q = db.query(BizChannelProductQuota).filter( and_( BizChannelProductQuota.channel_id == channel_id, BizChannelProductQuota.project_code == (project_code or ""), BizChannelProductQuota.cell_type_code == (cell_type_code or ""), BizChannelProductQuota.spec_text == (spec_text or ""), BizChannelProductQuota.del_flag == 0, ) ) obj = q.first() if not obj: raise ValueError("份数记录不存在") remaining = float(obj.remaining_qty) if obj.remaining_qty else 0 if remaining < reduce_qty: raise ValueError(f"剩余份数不足，当前剩余 {remaining}，需扣减 {reduce_qty}") obj.total_qty = (float(obj.total_qty) if obj.total_qty else 0) - reduce_qty obj.remaining_qty = remaining - reduce_qty obj.update_by = user_id obj.update_time = datetime.now() db.add(obj) db.flush() return obj def list_channel_product_quotas(db, channel_id, tenant_no=None): """查询渠道下所有产品份数""" q = db.query(BizChannelProductQuota).filter( and_( BizChannelProductQuota.channel_id == channel_id, BizChannelProductQuota.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelProductQuota.tenant_no == tenant_no) rows = q.order_by(BizChannelProductQuota.create_time.desc()).all() return [_row_to_dict_channel_product_quota(x) for x in rows] # ──────────────────────────────────────────── # Entity 17: BizChannelServiceOrder 渠道服务订单 # ──────────────────────────────────────────── def _calc_gmcp_purchase_total_from_db(db, order_id, tenant_no=None) -> float: """从订单产品持仓汇总购买总额（协议单价 × 累计购买份数）。""" q = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelServiceOrderProduct.tenant_no == tenant_no) total = 0.0 for prod in q.all(): price = float(prod.agreement_unit_price or 0) qty = float(prod.total_buy_qty or 0) total += price * qty return total def _batch_gmcp_purchase_totals(db, order_ids, tenant_no=None) -> Dict[str, float]: if not order_ids: return {} amount_expr = BizChannelServiceOrderProduct.agreement_unit_price * BizChannelServiceOrderProduct.total_buy_qty q = db.query( BizChannelServiceOrderProduct.service_order_id, func.coalesce(func.sum(amount_expr), 0), ).filter( BizChannelServiceOrderProduct.del_flag == 0, BizChannelServiceOrderProduct.service_order_id.in_(order_ids), ) if tenant_no: q = q.filter(BizChannelServiceOrderProduct.tenant_no == tenant_no) return {row[0]: float(row[1] or 0) for row in q.group_by(BizChannelServiceOrderProduct.service_order_id).all()} def _calc_gmcp_current_holding_amount_from_db(db, order_id, tenant_no=None) -> float: """从订单产品持仓汇总当前余额（协议单价 × 当前持有份数）。""" q = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelServiceOrderProduct.tenant_no == tenant_no) total = 0.0 for prod in q.all(): price = float(prod.agreement_unit_price or 0) qty = float(prod.current_qty or 0) total += price * qty return total def _batch_gmcp_current_holding_amounts(db, order_ids, tenant_no=None) -> Dict[str, float]: if not order_ids: return {} amount_expr = BizChannelServiceOrderProduct.agreement_unit_price * BizChannelServiceOrderProduct.current_qty q = db.query( BizChannelServiceOrderProduct.service_order_id, func.coalesce(func.sum(amount_expr), 0), ).filter( BizChannelServiceOrderProduct.del_flag == 0, BizChannelServiceOrderProduct.service_order_id.in_(order_ids), ) if tenant_no: q = q.filter(BizChannelServiceOrderProduct.tenant_no == tenant_no) return {row[0]: float(row[1] or 0) for row in q.group_by(BizChannelServiceOrderProduct.service_order_id).all()} def _resolve_service_order_purchase_total(row, db=None, tenant_no=None, purchase_total_override=None) -> float: stored = float(row.purchase_total_amount) if row.purchase_total_amount else 0 if (row.order_type or "") != "gmcp": return stored if purchase_total_override is not None: return float(purchase_total_override) if db: computed = _calc_gmcp_purchase_total_from_db(db, row.id, tenant_no or row.tenant_no) if computed > 0 or not row.purchase_total_amount: return computed return stored def _resolve_service_order_current_balance( row, db=None, tenant_no=None, current_balance_override=None ) -> float: if (row.order_type or "") == "gmcp": if current_balance_override is not None: return float(current_balance_override) if db: return _calc_gmcp_current_holding_amount_from_db(db, row.id, tenant_no or row.tenant_no) return 0.0 return float(row.current_balance) if row.current_balance else 0 def _row_to_dict_service_order( row, db=None, tenant_no=None, *, purchase_total_override=None, current_balance_override=None, ) -> Dict[str, Any]: tn = tenant_no or row.tenant_no purchase_total = _resolve_service_order_purchase_total( row, db, tn, purchase_total_override=purchase_total_override ) current_balance = _resolve_service_order_current_balance( row, db, tn, current_balance_override=current_balance_override ) d = { "id": row.id, "channelId": row.channel_id or "", "channelName": row.channel_name or "", "orderName": row.order_name or "", "deptName": row.dept_name or "", "orderType": row.order_type or "", "prepayAmount": float(row.prepay_amount) if row.prepay_amount else 0, "purchaseTotalAmount": purchase_total, "orderStatus": row.order_status or "", "channelAgreementId": row.channel_agreement_id or "", "totalRechargeAmount": float(row.total_recharge_amount) if row.total_recharge_amount else 0, "totalRefundAmount": float(row.total_refund_amount) if row.total_refund_amount else 0, "currentBalance": current_balance, "balanceBefore": float(row.balance_before) if row.balance_before else 0, "balanceAfter": float(row.balance_after) if row.balance_after else 0, "financeSubmitBy": row.finance_submit_by or "", "financeSubmitTime": row.finance_submit_time.strftime("%Y-%m-%d %H:%M:%S") if row.finance_submit_time else "", "financeSubmitRemark": row.finance_submit_remark or "", "financeSubmitAttachments": row.finance_submit_attachments or "", "financeSubmitAttachmentFiles": urls_to_attachment_list(row.finance_submit_attachments, db, tn) if db and row.finance_submit_attachments else [], "financeConfirmTime": row.finance_confirm_time.strftime("%Y-%m-%d %H:%M:%S") if row.finance_confirm_time else "", "financeConfirmAttachments": row.finance_confirm_attachments or "", "financeConfirmAttachmentFiles": urls_to_attachment_list(row.finance_confirm_attachments, db, tn) if db and row.finance_confirm_attachments else [], "financeRemark": row.finance_remark or "", "refundApplyBy": row.refund_apply_by or "", "refundApplyTime": row.refund_apply_time.strftime("%Y-%m-%d %H:%M:%S") if row.refund_apply_time else "", "refundAmount": float(row.refund_amount) if row.refund_amount else 0, "refundRemark": row.refund_remark or "", "refundAttachments": row.refund_attachments or "", "refundAttachmentFiles": urls_to_attachment_list(row.refund_attachments, db, tn) if db and row.refund_attachments else [], "refundFinanceConfirmTime": row.refund_finance_confirm_time.strftime("%Y-%m-%d %H:%M:%S") if row.refund_finance_confirm_time else "", "refundFinanceConfirmAttachments": row.refund_finance_confirm_attachments or "", "refundFinanceConfirmAttachmentFiles": urls_to_attachment_list(row.refund_finance_confirm_attachments, db, tn) if db and row.refund_finance_confirm_attachments else [], "refundFinanceRemark": row.refund_finance_remark or "", "tenantNo": row.tenant_no or "", "remark": row.remark or "", "createBy": row.create_by or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } return d def _row_to_dict_service_order_product(row) -> Dict[str, Any]: return { "id": row.id, "serviceOrderId": row.service_order_id or "", "projectCode": row.project_code or "", "projectName": row.project_name or "", "cellType": row.cell_type or "", "specText": row.spec_text or "", "agreementUnitPrice": float(row.agreement_unit_price) if row.agreement_unit_price else 0, "buyQty": float(row.buy_qty) if row.buy_qty else 0, "buyAmount": float(row.buy_amount) if row.buy_amount else 0, "totalBuyQty": float(row.total_buy_qty) if row.total_buy_qty else 0, "totalUnsubscribeQty": float(row.total_unsubscribe_qty) if row.total_unsubscribe_qty else 0, "currentQty": float(row.current_qty) if row.current_qty else 0, "totalUnsubscribeAmount": float(row.total_unsubscribe_amount) if row.total_unsubscribe_amount else 0, } def _normalize_txn_product_item(p: Dict[str, Any]) -> Dict[str, Any]: """流水 products_json 项统一为 camelCase（入库时为 snake_case）。""" qty = p.get("qty") if qty is None: qty = p.get("buyQty") or p.get("buy_qty") unit_price = p.get("agreementUnitPrice") or p.get("agreement_unit_price") or 0 qty_val = float(qty or 0) amount = p.get("amount") if amount is None and qty_val: amount = float(unit_price or 0) * qty_val return { "projectCode": p.get("projectCode") or p.get("project_code") or "", "projectName": p.get("projectName") or p.get("project_name") or "", "cellType": p.get("cellType") or p.get("cell_type") or "", "specText": p.get("specText") or p.get("spec_text") or "", "agreementUnitPrice": float(unit_price or 0), "qty": qty_val, "amount": float(amount or 0), } def _enrich_txn_products_from_order( db, service_order_id: str, products: List[Dict[str, Any]], tenant_no=None, ) -> List[Dict[str, Any]]: """退订等流水可能仅存 projectCode，从订单持仓补全项目名与规格。""" if not db or not service_order_id or not products: return products holdings = get_service_order_products(db, service_order_id, tenant_no) if not holdings: return products by_code_spec = { (h.get("projectCode") or "", h.get("specText") or ""): h for h in holdings } by_code: Dict[str, List[Dict[str, Any]]] = {} for h in holdings: code = h.get("projectCode") or "" by_code.setdefault(code, []).append(h) enriched: List[Dict[str, Any]] = [] for p in products: item = dict(p) code = item.get("projectCode") or "" spec = item.get("specText") or "" holding = by_code_spec.get((code, spec)) if not holding and code: matches = by_code.get(code, []) if len(matches) == 1: holding = matches[0] if holding: if not (item.get("projectName") or "").strip(): item["projectName"] = holding.get("projectName") or "" if not (item.get("specText") or "").strip(): item["specText"] = holding.get("specText") or "" if not (item.get("cellType") or "").strip(): item["cellType"] = holding.get("cellType") or "" enriched.append(item) return enriched def _row_to_dict_service_order_txn(row, db=None, tenant_no=None) -> Dict[str, Any]: tn = tenant_no or row.tenant_no d = { "id": row.id, "serviceOrderId": row.service_order_id or "", "txnType": row.txn_type or "", "amount": float(row.amount) if row.amount else 0, "txnStatus": row.txn_status or "", "productsJson": row.products_json or "", "remark": row.remark or "", "refundAttachments": row.refund_attachments or "", "refundAttachmentFiles": urls_to_attachment_list(row.refund_attachments, db, tn) if db and row.refund_attachments else [], "financeSubmitBy": row.finance_submit_by or "", "financeSubmitTime": row.finance_submit_time.strftime("%Y-%m-%d %H:%M:%S") if row.finance_submit_time else "", "financeSubmitRemark": row.finance_submit_remark or "", "financeSubmitAttachments": row.finance_submit_attachments or "", "financeSubmitAttachmentFiles": urls_to_attachment_list(row.finance_submit_attachments, db, tn) if db and row.finance_submit_attachments else [], "financeConfirmTime": row.finance_confirm_time.strftime("%Y-%m-%d %H:%M:%S") if row.finance_confirm_time else "", "financeConfirmBy": row.finance_confirm_by or "", "financeConfirmAttachments": row.finance_confirm_attachments or "", "financeConfirmAttachmentFiles": urls_to_attachment_list(row.finance_confirm_attachments, db, tn) if db and row.finance_confirm_attachments else [], "financeRemark": row.finance_remark or "", "voidBy": row.void_by or "", "voidTime": row.void_time.strftime("%Y-%m-%d %H:%M:%S") if row.void_time else "", "balanceBefore": float(row.balance_before) if row.balance_before else 0, "balanceAfter": float(row.balance_after) if row.balance_after else 0, "tenantNo": row.tenant_no or "", "createBy": row.create_by or "", "createTime": row.create_time.strftime("%Y-%m-%d %H:%M:%S") if row.create_time else "", "updateTime": row.update_time.strftime("%Y-%m-%d %H:%M:%S") if row.update_time else "", } if row.products_json: try: raw_products = json.loads(row.products_json) products = [_normalize_txn_product_item(x) for x in raw_products] if db and row.service_order_id: products = _enrich_txn_products_from_order( db, row.service_order_id, products, tenant_no ) d["products"] = products except Exception: d["products"] = [] else: d["products"] = [] return d def _service_order_txn_to_response_dict( db, txn, tenant_no=None, *, order=None, name_map=None, ) -> Dict[str, Any]: """流水响应字典：含订单渠道信息与提交人/创建人昵称。""" d = _row_to_dict_service_order_txn(txn, db, tenant_no) if order is None and txn.service_order_id: order = get_service_order(db, txn.service_order_id, tenant_no) if order: d["channelName"] = order.channel_name or "" d["orderName"] = order.order_name or "" d["deptName"] = order.dept_name or "" d["orderType"] = order.order_type or "" confirm_uid = txn.finance_confirm_by or ( txn.update_by if (txn.txn_status or "") == "yqr" and txn.finance_confirm_time and not txn.finance_confirm_by else None ) void_uid = txn.void_by or ( txn.update_by if (txn.txn_status or "") == "yzf" and txn.finance_submit_time and not txn.void_by else None ) if name_map is None: user_ids = [x for x in (txn.create_by, txn.finance_submit_by, confirm_uid, void_uid) if x] name_map = _user_nick_name_map(db, user_ids) if db and user_ids else {} d["createByName"] = name_map.get(txn.create_by or "", "") or (txn.create_by or "") d["financeSubmitByName"] = name_map.get(txn.finance_submit_by or "", "") or ( txn.finance_submit_by or "" ) d["financeConfirmByName"] = name_map.get(confirm_uid or "", "") or (confirm_uid or "") if not d.get("voidTime") and (txn.txn_status or "") == "yzf" and txn.update_time: d["voidTime"] = txn.update_time.strftime("%Y-%m-%d %H:%M:%S") d["voidByName"] = name_map.get(void_uid or "", "") or (void_uid or "") if not (d.get("financeSubmitRemark") or "").strip() and (d.get("remark") or "").strip(): d["financeSubmitRemark"] = (d.get("remark") or "").strip() _enrich_finance_operate_fields(d, txn) return d def _enrich_finance_operate_fields(d: Dict[str, Any], txn) -> None: """财务页「已处理」展示：操作类型、操作人、操作时间。""" status = txn.txn_status or "" if status == "yqr" and txn.finance_confirm_time: d["financeOperateType"] = "confirm" d["financeOperateTypeLabel"] = "财务确认" d["financeOperateByName"] = d.get("financeConfirmByName") or d.get("financeConfirmBy") or "" d["financeOperateTime"] = d.get("financeConfirmTime") or "" elif status == "yzf" and txn.finance_submit_time: d["financeOperateType"] = "void" d["financeOperateTypeLabel"] = "财务作废" d["financeOperateByName"] = d.get("voidByName") or d.get("voidBy") or "" d["financeOperateTime"] = d.get("voidTime") or "" else: d["financeOperateType"] = "" d["financeOperateTypeLabel"] = "" d["financeOperateByName"] = "" d["financeOperateTime"] = "" def list_channel_service_orders( db, *, page=1, page_size=10, order_type=None, order_status=None, channel_id=None, keyword=None, create_time_start=None, create_time_end=None, tenant_no=None, user_info=None, ): def _filtered(): q0 = db.query(BizChannelServiceOrder).filter(BizChannelServiceOrder.del_flag == 0) if tenant_no: q0 = q0.filter(BizChannelServiceOrder.tenant_no == tenant_no) ot = (order_type or "").strip() if ot: q0 = q0.filter(BizChannelServiceOrder.order_type == ot) # Support comma-separated order_status os_raw = (order_status or "").strip() if os_raw: statuses = [s.strip() for s in os_raw.split(",") if s.strip()] if statuses: q0 = q0.filter(BizChannelServiceOrder.order_status.in_(statuses)) if channel_id: q0 = q0.filter(BizChannelServiceOrder.channel_id == channel_id) kw = (keyword or "").strip() if kw: like = f"%{kw}%" q0 = q0.filter( or_( BizChannelServiceOrder.channel_name.like(like), BizChannelServiceOrder.order_name.like(like), BizChannelServiceOrder.dept_name.like(like), ) ) if create_time_start and create_time_start.strip(): q0 = q0.filter( BizChannelServiceOrder.create_time >= _normalize_date_bound(create_time_start.strip()) ) if create_time_end and create_time_end.strip(): q0 = q0.filter( BizChannelServiceOrder.create_time <= _normalize_date_bound(create_time_end.strip(), end_of_day=True) ) if user_info: from app.core.data_scope import apply_data_scope q0 = apply_data_scope(q0, BizChannelServiceOrder, user_info, db, tenant_no) return q0 total = _filtered().order_by(None).with_entities(func.count(BizChannelServiceOrder.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) rows = ( _filtered() .order_by(BizChannelServiceOrder.create_time.desc()) .offset((page - 1) * page_size) .limit(page_size) .all() ) user_ids: List[str] = [] for x in rows: if x.create_by: user_ids.append(x.create_by) if x.finance_submit_by: user_ids.append(x.finance_submit_by) name_map = _user_nick_name_map(db, user_ids) if db else {} gmcp_ids = [x.id for x in rows if (x.order_type or "") == "gmcp"] purchase_total_map = _batch_gmcp_purchase_totals(db, gmcp_ids, tenant_no) if db and gmcp_ids else {} holding_amount_map = ( _batch_gmcp_current_holding_amounts(db, gmcp_ids, tenant_no) if db and gmcp_ids else {} ) return [ { **_row_to_dict_service_order( x, db, tenant_no, purchase_total_override=purchase_total_map.get(x.id), current_balance_override=holding_amount_map.get(x.id), ), "createByName": name_map.get(x.create_by or "", "") or (x.create_by or ""), "financeSubmitByName": name_map.get(x.finance_submit_by or "", "") or (x.finance_submit_by or ""), } for x in rows ], int(total) def get_service_order(db, order_id, tenant_no=None): q = db.query(BizChannelServiceOrder).filter( and_(BizChannelServiceOrder.id == order_id, BizChannelServiceOrder.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelServiceOrder.tenant_no == tenant_no) return q.first() def get_service_order_products(db, service_order_id, tenant_no=None): q = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == service_order_id, BizChannelServiceOrderProduct.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelServiceOrderProduct.tenant_no == tenant_no) rows = q.order_by(BizChannelServiceOrderProduct.create_time.asc()).all() return [_row_to_dict_service_order_product(x) for x in rows] # ──────────────────────────────────────────── # Service Order: Create / Update / Delete # ──────────────────────────────────────────── def _calc_gmcp_purchase_total(products): total = 0.0 for p in products: price = float(p.get("agreementUnitPrice") or p.get("agreement_unit_price") or 0) qty = float(p.get("buyQty") or p.get("buy_qty") or 0) total += price * qty return total def _gmcp_has_purchase_lock(db, order_id, tenant_no=None) -> bool: """是否存在购买记录（未作废 purchase 流水，或历史建单写入的产品行）。""" q = db.query(BizChannelServiceOrderTxn).filter( and_( BizChannelServiceOrderTxn.service_order_id == order_id, BizChannelServiceOrderTxn.txn_type == "purchase", BizChannelServiceOrderTxn.txn_status != "yzf", BizChannelServiceOrderTxn.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelServiceOrderTxn.tenant_no == tenant_no) if q.first(): return True pq = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.del_flag == 0, ) ) if tenant_no: pq = pq.filter(BizChannelServiceOrderProduct.tenant_no == tenant_no) for row in pq.all(): if float(row.buy_qty or 0) > 0 or float(row.total_buy_qty or 0) > 0: return True return False def gmcp_agreement_editable(db, order, tenant_no=None) -> bool: if order.order_type != "gmcp" or order.order_status == "yzf": return False return not _gmcp_has_purchase_lock(db, order.id, tenant_no or order.tenant_no) def _resolve_agreement_price_cell_type(db, channel_agreement_id, project_code, spec_text, cell_type_fallback=""): price_row = ( db.query(BizChannelAgreementProductPrice) .filter( and_( BizChannelAgreementProductPrice.channel_agreement_id == channel_agreement_id, BizChannelAgreementProductPrice.project_code == (project_code or ""), BizChannelAgreementProductPrice.spec_text == (spec_text or ""), BizChannelAgreementProductPrice.del_flag == 0, ) ) ).first() if price_row: return price_row.cell_type_code or "", price_row.cell_type_name or cell_type_fallback return "", cell_type_fallback def _save_gmcp_product_rows( db, order_id, products, tenant_no, user_id, now=None, ): """仅保存购买订单产品明细，不调整份数库存""" now = now or datetime.now() for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" project_name = p.get("projectName") or p.get("project_name") or "" cell_type = p.get("cellType") or p.get("cell_type") or "" spec_text = p.get("specText") or p.get("spec_text") or "" agreement_unit_price = float(p.get("agreementUnitPrice") or p.get("agreement_unit_price") or 0) buy_qty = float(p.get("buyQty") or p.get("buy_qty") or 0) buy_amount = float(p.get("buyAmount") or p.get("buy_amount") or agreement_unit_price * buy_qty) prod_row = BizChannelServiceOrderProduct( id=generate_uuid(), service_order_id=order_id, project_code=project_code, project_name=project_name, cell_type=cell_type, spec_text=spec_text, agreement_unit_price=agreement_unit_price, buy_qty=buy_qty, buy_amount=buy_amount, tenant_no=tenant_no or "zkxw", order_num=0, remark="", create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(prod_row) db.flush() def _replace_gmcp_product_rows(db, order_id, products, tenant_no, user_id): now = datetime.now() db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.del_flag == 0, ) ).update({"del_flag": 1, "update_time": now}, synchronize_session=False) _save_gmcp_product_rows(db, order_id, products, tenant_no, user_id, now=now) def _apply_gmcp_order_quotas(db, order, tenant_no, user_id): """财务确认收款后，按订单明细增加渠道产品份数""" products = get_service_order_products(db, order.id, tenant_no) for prod in products: project_code = prod.get("projectCode") or "" spec_text = prod.get("specText") or "" cell_type_code, cell_type_name = _resolve_agreement_price_cell_type( db, order.channel_agreement_id, project_code, spec_text, prod.get("cellType") or "", ) _upsert_channel_product_quota( db, channel_id=order.channel_id, project_code=project_code, project_name=prod.get("projectName") or "", cell_type_code=cell_type_code, cell_type_name=cell_type_name, spec_text=spec_text, add_qty=float(prod.get("buyQty") or 0), tenant_no=tenant_no or order.tenant_no, user_id=user_id, ) def _get_valid_channel_agreement(db, channel_agreement_id, channel_id, tenant_no=None): """校验渠道协议存在、属于当前渠道且已生效""" aid = (channel_agreement_id or "").strip() if not aid: raise ValueError("请选择渠道协议") q = db.query(BizChannelAgreement).filter( and_( BizChannelAgreement.id == aid, BizChannelAgreement.channel_id == channel_id, BizChannelAgreement.del_flag == 0, ) ) if tenant_no: q = q.filter(BizChannelAgreement.tenant_no == tenant_no) agreement = q.first() if not agreement: raise ValueError("渠道协议不存在或不属于当前渠道") if (agreement.agreement_status or "").strip() != "sxz": raise ValueError("协议未生效，无法使用") return agreement def create_channel_service_order( db, *, channel_id, order_type, channel_name=None, order_name=None, dept_name=None, prepay_amount=None, channel_agreement_id=None, products=None, tenant_no=None, remark=None, user_id=None, ): # Validate channel exists channel = get_channel(db, channel_id, tenant_no) if not channel: raise ValueError("渠道不存在") now = datetime.now() balance_before = None balance_after = None purchase_total_amount = None order_status = "dsx" if order_type == "yfk": # 预存款订单：创建后为待生效，充值金额通过「发起充值」流水录入 _get_valid_channel_agreement(db, channel_agreement_id, channel_id, tenant_no) order_status = "dsx" prepay_amount = None elif order_type == "gmcp": # 购买型：建单仅绑定渠道与协议；产品通过 purchase 流水录入并经财务确认 if not channel_agreement_id: raise ValueError("请选择渠道协议") _get_valid_channel_agreement(db, channel_agreement_id, channel_id, tenant_no) purchase_total_amount = _calc_gmcp_purchase_total(products) if products else None order_status = "dsx" else: raise ValueError(f"不支持的订单类型: {order_type}") order_id = generate_uuid() order = BizChannelServiceOrder( id=order_id, channel_id=channel_id, channel_name=channel_name or channel.channel_name or "", order_name=(order_name or "").strip() or None, dept_name=dept_name or "", order_type=order_type, prepay_amount=None, purchase_total_amount=purchase_total_amount, order_status=order_status, channel_agreement_id=channel_agreement_id, balance_before=balance_before, balance_after=balance_after, tenant_no=tenant_no or "zkxw", order_num=0, remark=remark or "", create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(order) db.flush() db.commit() db.refresh(order) return order def update_channel_service_order(db, order_id, *, tenant_no=None, user_id=None, products=None, **kwargs): """更新订单基本信息；gmcp 产品仅通过 purchase 流水维护""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_status == "yzf": raise ValueError("已作废订单不可编辑") if kwargs.get("channel_id"): raise ValueError("渠道不可修改") if products is not None and order.order_type == "gmcp": raise ValueError("请通过「购买产品」操作录入产品明细") if order.order_type in ("yfk", "gmcp"): if order.order_status not in ("dsx", "sxz"): raise ValueError("当前状态不允许编辑") else: raise ValueError("不支持的订单类型") if "dept_name" in kwargs and kwargs["dept_name"] is not None: order.dept_name = kwargs["dept_name"] if "order_name" in kwargs and kwargs["order_name"] is not None: order.order_name = (kwargs["order_name"] or "").strip() or None if "remark" in kwargs and kwargs["remark"] is not None: order.remark = kwargs["remark"] if order.order_type == "yfk": if "channel_agreement_id" in kwargs and kwargs["channel_agreement_id"] is not None: new_agreement_id = kwargs["channel_agreement_id"] if new_agreement_id != (order.channel_agreement_id or ""): if order.order_status != "dsx": raise ValueError("已有业务流水，不可修改渠道协议") _get_valid_channel_agreement( db, new_agreement_id, order.channel_id, tenant_no ) order.channel_agreement_id = new_agreement_id elif order.order_type == "gmcp": if "channel_agreement_id" in kwargs and kwargs["channel_agreement_id"] is not None: new_agreement_id = kwargs["channel_agreement_id"] if new_agreement_id != (order.channel_agreement_id or ""): if _gmcp_has_purchase_lock(db, order_id, tenant_no): raise ValueError("已有购买记录，不可修改渠道协议") _get_valid_channel_agreement( db, new_agreement_id, order.channel_id, tenant_no ) order.channel_agreement_id = new_agreement_id order.update_by = user_id order.update_time = datetime.now() db.add(order) db.commit() db.refresh(order) return order def soft_delete_service_order(db, order_id, tenant_no=None): """仅允许待生效状态下删除订单""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_status != "dsx": raise ValueError("仅待生效订单可删除") order.del_flag = 1 order.update_time = datetime.now() db.add(order) db.commit() # ──────────────────────────────────────────── # Service Order: Status Transitions # ──────────────────────────────────────────── def submit_finance_confirm( db, order_id, *, finance_submit_remark=None, finance_submit_attachments=None, tenant_no=None, user_id=None, ): """发起财务确认：type=yfk/gmcp + status=dsx → dqr""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type not in ("yfk", "gmcp"): raise ValueError("仅预存款或购买产品订单可发起财务确认") if order.order_status != "dsx": raise ValueError("仅待生效状态可发起财务确认") now = datetime.now() order.order_status = "dqr" order.finance_submit_remark = finance_submit_remark or "" order.finance_submit_attachments = finance_submit_attachments or "" order.finance_submit_time = now order.finance_submit_by = user_id order.update_by = user_id order.update_time = now db.add(order) db.commit() db.refresh(order) return order def confirm_receipt(db, order_id, *, finance_remark=None, finance_confirm_attachments=None, tenant_no=None, user_id=None): """确认到账：yfk dqr→yqr 增加余额；gmcp dqr→sxz 增加产品份数""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type not in ("yfk", "gmcp"): raise ValueError("仅预存款或购买产品订单可确认到账") if order.order_status != "dqr": raise ValueError("仅待确认状态可确认到账") now = datetime.now() if order.order_type == "yfk": account = _get_or_create_channel_account(db, order.channel_id, tenant_no or order.tenant_no, user_id) balance_before = float(account.balance_amount) if account.balance_amount else 0 add_amount = float(order.prepay_amount) if order.prepay_amount else 0 account.balance_amount = balance_before + add_amount balance_after = float(account.balance_amount) account.update_by = user_id account.update_time = now db.add(account) db.flush() order.order_status = "yqr" order.balance_before = balance_before order.balance_after = balance_after else: _apply_gmcp_order_quotas(db, order, tenant_no, user_id) order.order_status = "sxz" order.finance_confirm_time = now order.finance_confirm_attachments = finance_confirm_attachments or "" order.finance_remark = finance_remark or "" order.update_by = user_id order.update_time = now db.add(order) db.commit() db.refresh(order) return order def submit_refund(db, order_id, *, refund_amount=None, refund_remark=None, refund_attachments=None, tenant_no=None, user_id=None): """申请退款：type=yfk + status=yqr → tfqrz""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type != "yfk": raise ValueError("仅预存款订单可申请退款") if order.order_status != "yqr": raise ValueError("仅已确认状态可申请退款") now = datetime.now() # Default refund_amount to prepay_amount if refund_amount is None: refund_amount = float(order.prepay_amount) if order.prepay_amount else 0 else: refund_amount = float(refund_amount) prepay = float(order.prepay_amount) if order.prepay_amount else 0 if refund_amount > prepay: raise ValueError(f"退款金额不能大于预存金额 {prepay}") order.order_status = "tfqrz" order.refund_apply_by = user_id order.refund_apply_time = now order.refund_amount = refund_amount order.refund_remark = refund_remark or "" order.refund_attachments = refund_attachments or "" order.update_by = user_id order.update_time = now db.add(order) db.commit() db.refresh(order) return order def confirm_refund(db, order_id, *, refund_finance_remark=None, refund_finance_confirm_attachments=None, tenant_no=None, user_id=None): """确认退款：status=tfqrz → ytf，扣减余额""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_status != "tfqrz": raise ValueError("仅退款待确认状态可确认退款") now = datetime.now() account = _get_or_create_channel_account(db, order.channel_id, tenant_no or order.tenant_no, user_id) balance_before = float(account.balance_amount) if account.balance_amount else 0 deduct = float(order.refund_amount) if order.refund_amount else 0 account.balance_amount = balance_before - deduct balance_after = float(account.balance_amount) account.update_by = user_id account.update_time = now db.add(account) db.flush() order.order_status = "ytf" order.refund_finance_confirm_time = now order.refund_finance_confirm_attachments = refund_finance_confirm_attachments or "" order.refund_finance_remark = refund_finance_remark or "" order.balance_before = balance_before order.balance_after = balance_after order.update_by = user_id order.update_time = now db.add(order) db.commit() db.refresh(order) return order def void_service_order(db, order_id, *, tenant_no=None, user_id=None): """作废订单：type=gmcp + status=sxz → yzf，扣减已生效的产品份数""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type != "gmcp": raise ValueError("仅购买产品订单可作废") if order.order_status != "sxz": raise ValueError("仅生效中状态可作废") now = datetime.now() # Reduce product quotas products = get_service_order_products(db, order_id, tenant_no) for prod in products: cell_type_code, _ = _resolve_agreement_price_cell_type( db, order.channel_agreement_id, prod.get("projectCode") or "", prod.get("specText") or "", prod.get("cellType") or "", ) _reduce_channel_product_quota( db, channel_id=order.channel_id, project_code=prod.get("projectCode") or "", cell_type_code=cell_type_code, spec_text=prod.get("specText") or "", reduce_qty=prod.get("buyQty") or 0, user_id=user_id, ) order.order_status = "yzf" order.update_by = user_id order.update_time = now db.add(order) db.commit() db.refresh(order) return order # ──────────────────────────────────────────── # Service Order Txn: 操作流水 CRUD # ──────────────────────────────────────────── def list_service_order_txns( db, *, service_order_id=None, channel_id=None, txn_status=None, txn_type=None, keyword=None, create_time_start=None, create_time_end=None, finance_done_only=False, page=1, page_size=20, tenant_no=None, ): """查询操作流水列表。finance_done_only：财务已处理（已确认或财务侧作废）。""" q = db.query(BizChannelServiceOrderTxn).filter(BizChannelServiceOrderTxn.del_flag == 0) if tenant_no: q = q.filter(BizChannelServiceOrderTxn.tenant_no == tenant_no) if service_order_id: q = q.filter(BizChannelServiceOrderTxn.service_order_id == service_order_id) cid = (channel_id or "").strip() kw = (keyword or "").strip() if cid: q = q.join( BizChannelServiceOrder, and_( BizChannelServiceOrder.id == BizChannelServiceOrderTxn.service_order_id, BizChannelServiceOrder.del_flag == 0, ), ).filter(BizChannelServiceOrder.channel_id == cid) if kw: like = f"%{kw}%" q = q.filter( or_( BizChannelServiceOrder.channel_name.like(like), BizChannelServiceOrder.order_name.like(like), BizChannelServiceOrder.dept_name.like(like), ) ) elif kw: like = f"%{kw}%" q = q.outerjoin( BizChannelServiceOrder, and_( BizChannelServiceOrder.id == BizChannelServiceOrderTxn.service_order_id, BizChannelServiceOrder.del_flag == 0, ), ).filter( or_( BizChannelServiceOrder.channel_name.like(like), BizChannelServiceOrder.order_name.like(like), BizChannelServiceOrder.dept_name.like(like), ) ) if finance_done_only: q = q.filter( or_( BizChannelServiceOrderTxn.txn_status == "yqr", and_( BizChannelServiceOrderTxn.txn_status == "yzf", BizChannelServiceOrderTxn.finance_submit_time.isnot(None), ), ) ) else: ss = (txn_status or "").strip() if ss: statuses = [s.strip() for s in ss.split(",") if s.strip()] if statuses: q = q.filter(BizChannelServiceOrderTxn.txn_status.in_(statuses)) tt = (txn_type or "").strip() if tt: types = [t.strip() for t in tt.split(",") if t.strip()] if types: q = q.filter(BizChannelServiceOrderTxn.txn_type.in_(types)) if create_time_start and create_time_start.strip(): q = q.filter( BizChannelServiceOrderTxn.create_time >= _normalize_date_bound(create_time_start.strip()) ) if create_time_end and create_time_end.strip(): q = q.filter( BizChannelServiceOrderTxn.create_time <= _normalize_date_bound(create_time_end.strip(), end_of_day=True) ) total = q.order_by(None).with_entities(func.count(BizChannelServiceOrderTxn.id)).scalar() or 0 page = max(1, page) page_size = min(max(1, page_size), 100) if finance_done_only: operate_time = func.coalesce( BizChannelServiceOrderTxn.finance_confirm_time, BizChannelServiceOrderTxn.void_time, ) rows = ( q.order_by(operate_time.desc(), BizChannelServiceOrderTxn.create_time.desc()) .offset((page - 1) * page_size) .limit(page_size) .all() ) else: rows = ( q.order_by(BizChannelServiceOrderTxn.create_time.desc()) .offset((page - 1) * page_size) .limit(page_size) .all() ) if not rows: return [], int(total) order_ids = list({r.service_order_id for r in rows if r.service_order_id}) orders: Dict[str, Any] = {} if order_ids: oq = db.query(BizChannelServiceOrder).filter( BizChannelServiceOrder.id.in_(order_ids), BizChannelServiceOrder.del_flag == 0, ) if tenant_no: oq = oq.filter(BizChannelServiceOrder.tenant_no == tenant_no) for o in oq.all(): orders[o.id] = o user_ids: List[str] = [] for r in rows: if r.create_by: user_ids.append(r.create_by) if r.finance_submit_by: user_ids.append(r.finance_submit_by) if r.finance_confirm_by: user_ids.append(r.finance_confirm_by) elif (r.txn_status or "") == "yqr" and r.update_by: user_ids.append(r.update_by) if r.void_by: user_ids.append(r.void_by) elif (r.txn_status or "") == "yzf" and r.finance_submit_time and r.update_by: user_ids.append(r.update_by) name_map = _user_nick_name_map(db, user_ids) if db and user_ids else {} items = [ _service_order_txn_to_response_dict( db, r, tenant_no, order=orders.get(r.service_order_id), name_map=name_map, ) for r in rows ] return items, int(total) def get_service_order_txn(db, txn_id, *, tenant_no=None): """获取单条流水""" q = db.query(BizChannelServiceOrderTxn).filter( and_(BizChannelServiceOrderTxn.id == txn_id, BizChannelServiceOrderTxn.del_flag == 0) ) if tenant_no: q = q.filter(BizChannelServiceOrderTxn.tenant_no == tenant_no) return q.first() def create_recharge_txn( db, order_id, *, amount, remark=None, finance_submit_attachments=None, tenant_no=None, user_id=None, ): """创建充值流水（yfk订单），状态 dsx；附件预存于 finance_submit_attachments 供后续财务确认""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type != "yfk": raise ValueError("仅充值型订单可发起充值") if order.order_status not in ("dsx", "sxz"): raise ValueError("订单当前状态不允许充值") amount = float(amount) if amount <= 0: raise ValueError("充值金额必须大于0") now = datetime.now() txn = BizChannelServiceOrderTxn( id=generate_uuid(), service_order_id=order_id, txn_type="recharge", amount=amount, txn_status="dsx", remark=remark or "", finance_submit_attachments=(finance_submit_attachments or "").strip() or None, tenant_no=tenant_no or order.tenant_no, order_num=0, create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(txn) db.commit() db.refresh(txn) return txn def create_refund_txn(db, order_id, *, amount, remark=None, attachments=None, tenant_no=None, user_id=None): """创建退款流水（yfk订单），amount <= current_balance""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type != "yfk": raise ValueError("仅充值型订单可申请退款") if order.order_status != "sxz": raise ValueError("仅生效中订单可申请退款") amount = float(amount) if amount <= 0: raise ValueError("退款金额必须大于0") current_balance = float(order.current_balance) if order.current_balance else 0 if amount > current_balance: raise ValueError(f"退款金额不能大于当前余额 {current_balance}") now = datetime.now() txn = BizChannelServiceOrderTxn( id=generate_uuid(), service_order_id=order_id, txn_type="refund", amount=amount, txn_status="dsx", remark=remark or "", refund_attachments=attachments or "", tenant_no=tenant_no or order.tenant_no, order_num=0, create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(txn) db.commit() db.refresh(txn) return txn def create_purchase_txn(db, order_id, *, products, remark=None, tenant_no=None, user_id=None): """创建购买产品流水（gmcp订单），同时创建/更新产品持仓""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type != "gmcp": raise ValueError("仅购买型订单可购买产品") if order.order_status not in ("dsx", "sxz"): raise ValueError("订单当前状态不允许购买") if not products: raise ValueError("产品明细不能为空") now = datetime.now() tn = tenant_no or order.tenant_no total_amount = 0.0 # Upsert product holding rows for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" project_name = p.get("projectName") or p.get("project_name") or "" cell_type = p.get("cellType") or p.get("cell_type") or "" spec_text = p.get("specText") or p.get("spec_text") or "" agreement_unit_price = float(p.get("agreementUnitPrice") or p.get("agreement_unit_price") or 0) qty = float(p.get("qty") or p.get("buyQty") or p.get("buy_qty") or 0) amt = float(p.get("amount") or agreement_unit_price * qty) total_amount += amt # Find or create product holding row existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if existing: existing.total_buy_qty = float(existing.total_buy_qty or 0) + qty existing.current_qty = float(existing.current_qty or 0) + qty existing.update_by = user_id existing.update_time = now db.add(existing) else: prod_row = BizChannelServiceOrderProduct( id=generate_uuid(), service_order_id=order_id, project_code=project_code, project_name=project_name, cell_type=cell_type, spec_text=spec_text, agreement_unit_price=agreement_unit_price, buy_qty=qty, buy_amount=amt, total_buy_qty=qty, total_unsubscribe_qty=0, current_qty=qty, total_unsubscribe_amount=0, tenant_no=tn, order_num=0, remark="", create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(prod_row) db.flush() products_json = json.dumps(products, ensure_ascii=False) txn = BizChannelServiceOrderTxn( id=generate_uuid(), service_order_id=order_id, txn_type="purchase", amount=total_amount, txn_status="dsx", products_json=products_json, remark=remark or "", tenant_no=tn, order_num=0, create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) order.purchase_total_amount = float(order.purchase_total_amount or 0) + total_amount order.update_by = user_id order.update_time = now db.add(order) db.add(txn) db.commit() db.refresh(txn) return txn def create_unsubscribe_txn(db, order_id, *, products, remark=None, tenant_no=None, user_id=None): """创建退订产品流水（gmcp订单），校验退订份数 <= current_qty""" order = get_service_order(db, order_id, tenant_no) if not order: raise ValueError("订单不存在") if order.order_type != "gmcp": raise ValueError("仅购买型订单可退订产品") if order.order_status != "sxz": raise ValueError("仅生效中订单可退订") if not products: raise ValueError("退订产品明细不能为空") now = datetime.now() tn = tenant_no or order.tenant_no total_amount = 0.0 for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or 0) if qty <= 0: raise ValueError("退订数量必须大于0") # Find existing product holding existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if not existing: raise ValueError(f"产品 {project_code} 不存在于持仓中") current_qty = float(existing.current_qty or 0) if qty > current_qty: raise ValueError(f"退订数量 {qty} 超过当前持有数量 {current_qty}") unit_price = float(existing.agreement_unit_price or 0) amt = qty * unit_price total_amount += amt existing.total_unsubscribe_qty = float(existing.total_unsubscribe_qty or 0) + qty existing.current_qty = current_qty - qty existing.total_unsubscribe_amount = float(existing.total_unsubscribe_amount or 0) + amt existing.update_by = user_id existing.update_time = now db.add(existing) db.flush() products_json = json.dumps(products, ensure_ascii=False) txn = BizChannelServiceOrderTxn( id=generate_uuid(), service_order_id=order_id, txn_type="unsubscribe", amount=total_amount, txn_status="dsx", products_json=products_json, remark=remark or "", tenant_no=tn, order_num=0, create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(txn) db.commit() db.refresh(txn) return txn def _rollback_purchase_txn_holdings(db, order_id, products, user_id, now=None): now = now or datetime.now() for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or p.get("buyQty") or p.get("buy_qty") or 0) existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if existing: existing.total_buy_qty = float(existing.total_buy_qty or 0) - qty existing.current_qty = float(existing.current_qty or 0) - qty existing.update_by = user_id existing.update_time = now db.add(existing) def _apply_purchase_txn_holdings(db, order_id, products, tenant_no, user_id, now=None): now = now or datetime.now() tn = tenant_no total_amount = 0.0 for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" project_name = p.get("projectName") or p.get("project_name") or "" cell_type = p.get("cellType") or p.get("cell_type") or "" spec_text = p.get("specText") or p.get("spec_text") or "" agreement_unit_price = float(p.get("agreementUnitPrice") or p.get("agreement_unit_price") or 0) qty = float(p.get("qty") or p.get("buyQty") or p.get("buy_qty") or 0) if qty <= 0: raise ValueError("购买份数必须大于0") amt = float(p.get("amount") or agreement_unit_price * qty) total_amount += amt existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if existing: existing.total_buy_qty = float(existing.total_buy_qty or 0) + qty existing.current_qty = float(existing.current_qty or 0) + qty existing.update_by = user_id existing.update_time = now db.add(existing) else: prod_row = BizChannelServiceOrderProduct( id=generate_uuid(), service_order_id=order_id, project_code=project_code, project_name=project_name, cell_type=cell_type, spec_text=spec_text, agreement_unit_price=agreement_unit_price, buy_qty=qty, buy_amount=amt, total_buy_qty=qty, total_unsubscribe_qty=0, current_qty=qty, total_unsubscribe_amount=0, tenant_no=tn, order_num=0, remark="", create_by=user_id, create_dept_id="", create_time=now, update_by=user_id, update_time=now, del_flag=0, ) db.add(prod_row) db.flush() return total_amount def _rollback_unsubscribe_txn_holdings(db, order_id, products, user_id, now=None): now = now or datetime.now() for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or 0) existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if existing: unit_price = float(existing.agreement_unit_price or 0) existing.total_unsubscribe_qty = float(existing.total_unsubscribe_qty or 0) - qty existing.current_qty = float(existing.current_qty or 0) + qty existing.total_unsubscribe_amount = float(existing.total_unsubscribe_amount or 0) - (qty * unit_price) existing.update_by = user_id existing.update_time = now db.add(existing) def _apply_unsubscribe_txn_holdings(db, order_id, products, user_id, now=None): now = now or datetime.now() total_amount = 0.0 for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or 0) if qty <= 0: raise ValueError("退订数量必须大于0") existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order_id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if not existing: raise ValueError(f"产品 {project_code} 不存在于持仓中") current_qty = float(existing.current_qty or 0) if qty > current_qty: raise ValueError(f"退订数量 {qty} 超过当前持有数量 {current_qty}") unit_price = float(existing.agreement_unit_price or 0) amt = qty * unit_price total_amount += amt existing.total_unsubscribe_qty = float(existing.total_unsubscribe_qty or 0) + qty existing.current_qty = current_qty - qty existing.total_unsubscribe_amount = float(existing.total_unsubscribe_amount or 0) + amt existing.update_by = user_id existing.update_time = now db.add(existing) db.flush() return total_amount def update_service_order_txn( db, txn_id, *, amount=None, remark=None, finance_submit_attachments=None, refund_attachments=None, products=None, tenant_no=None, user_id=None, ): """更新待生效流水：仅 dsx；充值/退款可改金额与附件，购买/退订可改产品明细与备注""" txn = get_service_order_txn(db, txn_id, tenant_no=tenant_no) if not txn: raise ValueError("流水不存在") if txn.txn_status != "dsx": raise ValueError("仅待生效流水可编辑") now = datetime.now() txn_type = (txn.txn_type or "").strip() if amount is not None: amt = float(amount) if amt <= 0: raise ValueError("金额必须大于0") if txn_type in ("recharge", "refund"): if txn_type == "refund": order = get_service_order(db, txn.service_order_id, tenant_no) if not order: raise ValueError("关联订单不存在") current_balance = float(order.current_balance) if order.current_balance else 0 if amt > current_balance: raise ValueError(f"退款金额不能大于当前余额 {current_balance}") txn.amount = amt else: raise ValueError("购买/退订流水不可直接修改金额，请调整产品明细") if products is not None: if txn_type not in ("purchase", "unsubscribe"): raise ValueError("仅购买/退订流水可修改产品明细") if not products: raise ValueError("产品明细不能为空") order = get_service_order(db, txn.service_order_id, tenant_no) if not order: raise ValueError("关联订单不存在") old_products = json.loads(txn.products_json) if txn.products_json else [] if txn_type == "purchase": _rollback_purchase_txn_holdings(db, order.id, old_products, user_id, now) total_amount = _apply_purchase_txn_holdings( db, order.id, products, tenant_no or order.tenant_no, user_id, now ) else: _rollback_unsubscribe_txn_holdings(db, order.id, old_products, user_id, now) total_amount = _apply_unsubscribe_txn_holdings(db, order.id, products, user_id, now) txn.amount = total_amount txn.products_json = json.dumps(products, ensure_ascii=False) if remark is not None: txn.remark = remark or "" if finance_submit_attachments is not None: txn.finance_submit_attachments = (finance_submit_attachments or "").strip() or None if refund_attachments is not None: if txn_type != "refund": raise ValueError("仅退款流水可修改退款附件") txn.refund_attachments = (refund_attachments or "").strip() or None txn.update_by = user_id txn.update_time = now db.add(txn) db.commit() db.refresh(txn) return txn def submit_txn_finance(db, txn_id, *, finance_submit_remark=None, finance_submit_attachments=None, tenant_no=None, user_id=None): """发起流水财务确认：dsx → dqr""" txn = get_service_order_txn(db, txn_id, tenant_no=tenant_no) if not txn: raise ValueError("流水不存在") if txn.txn_status != "dsx": raise ValueError("仅待生效流水可发起确认") now = datetime.now() txn.txn_status = "dqr" txn.finance_submit_by = user_id txn.finance_submit_time = now submit_remark = (finance_submit_remark or "").strip() if not submit_remark: submit_remark = (txn.remark or "").strip() txn.finance_submit_remark = submit_remark if finance_submit_attachments: txn.finance_submit_attachments = finance_submit_attachments elif not (txn.finance_submit_attachments or "").strip(): if (txn.txn_type or "").strip() == "refund" and (txn.refund_attachments or "").strip(): txn.finance_submit_attachments = txn.refund_attachments else: txn.finance_submit_attachments = "" txn.update_by = user_id txn.update_time = now db.add(txn) db.commit() db.refresh(txn) return txn def confirm_txn(db, txn_id, *, finance_remark=None, finance_confirm_attachments=None, tenant_no=None, user_id=None): """财务确认流水：dqr → yqr，更新主表汇总和产品持仓，更新渠道账户余额""" txn = get_service_order_txn(db, txn_id, tenant_no=tenant_no) if not txn: raise ValueError("流水不存在") if txn.txn_status != "dqr": raise ValueError("仅待确认流水可进行财务确认") order = get_service_order(db, txn.service_order_id, tenant_no) if not order: raise ValueError("关联订单不存在") now = datetime.now() if txn.txn_type == "recharge": # Increase channel account balance account = _get_or_create_channel_account(db, order.channel_id, tenant_no or order.tenant_no, user_id) balance_before = float(account.balance_amount) if account.balance_amount else 0 add_amount = float(txn.amount) if txn.amount else 0 account.balance_amount = balance_before + add_amount balance_after = float(account.balance_amount) account.update_by = user_id account.update_time = now db.add(account) db.flush() # Update order summary order.total_recharge_amount = float(order.total_recharge_amount or 0) + add_amount order.current_balance = float(order.current_balance or 0) + add_amount txn.balance_before = balance_before txn.balance_after = balance_after elif txn.txn_type == "refund": # Deduct channel account balance account = _get_or_create_channel_account(db, order.channel_id, tenant_no or order.tenant_no, user_id) balance_before = float(account.balance_amount) if account.balance_amount else 0 deduct_amount = float(txn.amount) if txn.amount else 0 account.balance_amount = balance_before - deduct_amount balance_after = float(account.balance_amount) account.update_by = user_id account.update_time = now db.add(account) db.flush() # Update order summary order.total_refund_amount = float(order.total_refund_amount or 0) + deduct_amount order.current_balance = float(order.current_balance or 0) - deduct_amount txn.balance_before = balance_before txn.balance_after = balance_after elif txn.txn_type == "purchase": # Products already updated at create time, just update channel quotas products = json.loads(txn.products_json) if txn.products_json else [] for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or p.get("buyQty") or p.get("buy_qty") or 0) cell_type_code, _ = _resolve_agreement_price_cell_type( db, order.channel_agreement_id, project_code, spec_text, p.get("cellType") or p.get("cell_type") or "" ) _upsert_channel_product_quota( db, channel_id=order.channel_id, project_code=project_code, project_name=p.get("projectName") or p.get("project_name") or "", cell_type_code=cell_type_code, cell_type_name=p.get("cellType") or p.get("cell_type") or "", spec_text=spec_text, add_qty=qty, tenant_no=tenant_no or order.tenant_no, user_id=user_id, ) elif txn.txn_type == "unsubscribe": # Products already updated at create time, just reduce channel quotas products = json.loads(txn.products_json) if txn.products_json else [] for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or 0) cell_type_code, _ = _resolve_agreement_price_cell_type( db, order.channel_agreement_id, project_code, spec_text, p.get("cellType") or p.get("cell_type") or "" ) _reduce_channel_product_quota( db, channel_id=order.channel_id, project_code=project_code, cell_type_code=cell_type_code, spec_text=spec_text, reduce_qty=qty, user_id=user_id, ) # Update txn status txn.txn_status = "yqr" txn.finance_confirm_time = now txn.finance_confirm_by = user_id txn.finance_confirm_attachments = finance_confirm_attachments or "" txn.finance_remark = finance_remark or "" txn.update_by = user_id txn.update_time = now # Transition order to sxz if currently dsx if order.order_status == "dsx": order.order_status = "sxz" order.update_by = user_id order.update_time = now db.add(txn) db.add(order) db.commit() db.refresh(txn) return txn def void_txn(db, txn_id, *, tenant_no=None, user_id=None): """作废流水：dsx/dqr → yzf。如果是 purchase/unsubscribe 还需要回滚产品持仓""" txn = get_service_order_txn(db, txn_id, tenant_no=tenant_no) if not txn: raise ValueError("流水不存在") if txn.txn_status not in ("dsx", "dqr"): raise ValueError("仅待生效或待财务确认流水可作废") if (txn.txn_type or "").strip() == "settlement": raise ValueError("输注计划结算流水不可作废") now = datetime.now() order = get_service_order(db, txn.service_order_id, tenant_no) if txn.txn_type == "purchase" and order: # Rollback product holdings products = json.loads(txn.products_json) if txn.products_json else [] for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or p.get("buyQty") or p.get("buy_qty") or 0) existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order.id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if existing: existing.total_buy_qty = float(existing.total_buy_qty or 0) - qty existing.current_qty = float(existing.current_qty or 0) - qty existing.update_by = user_id existing.update_time = now db.add(existing) txn_amount = float(txn.amount or 0) if txn_amount > 0: order.purchase_total_amount = max( 0.0, float(order.purchase_total_amount or 0) - txn_amount, ) order.update_by = user_id order.update_time = now db.add(order) elif txn.txn_type == "unsubscribe" and order: # Rollback unsubscribe: restore product holdings products = json.loads(txn.products_json) if txn.products_json else [] for p in products: project_code = p.get("projectCode") or p.get("project_code") or "" spec_text = p.get("specText") or p.get("spec_text") or "" qty = float(p.get("qty") or 0) unit_price = 0 existing = db.query(BizChannelServiceOrderProduct).filter( and_( BizChannelServiceOrderProduct.service_order_id == order.id, BizChannelServiceOrderProduct.project_code == project_code, BizChannelServiceOrderProduct.spec_text == (spec_text or ""), BizChannelServiceOrderProduct.del_flag == 0, ) ).first() if existing: unit_price = float(existing.agreement_unit_price or 0) existing.total_unsubscribe_qty = float(existing.total_unsubscribe_qty or 0) - qty existing.current_qty = float(existing.current_qty or 0) + qty existing.total_unsubscribe_amount = float(existing.total_unsubscribe_amount or 0) - (qty * unit_price) existing.update_by = user_id existing.update_time = now db.add(existing) txn.txn_status = "yzf" txn.void_by = user_id txn.void_time = now txn.update_by = user_id txn.update_time = now db.add(txn) db.commit() db.refresh(txn) return txn