v0.2.0: CRM/ERP 系统升级 - 清理 .gitignore 并移除误提交的 venv/env/db 文件

- 更新 .gitignore：全面覆盖环境变量、数据库、日志、缓存、上传文件
- 移除误跟踪的 server/venv/、crm_data.db、.env 文件
- 新增 server/.env.example 模板
- 新增合同管理、利润核算、AI教练等功能模块
- 新增 Playwright e2e 测试套件
- 前后端多项功能升级和 bug 修复

server/app/api/orders.py

@@ -6,7 +6,7 @@ from __future__ import annotations
 import uuid
 from fastapi import APIRouter, Depends, Query
 from sqlalchemy.ext.asyncio import AsyncSession
-from app.api.deps import get_current_user
+from app.api.deps import get_current_user, get_current_company_id
 from app.db.database import get_db
 from app.schemas.auth import CurrentUserPayload
 from app.schemas.order import OrderCreate
@@ -32,8 +32,9 @@ async def create_order(
     body: OrderCreate,
     db: AsyncSession = Depends(get_db),
     current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
 ) -> dict:
-    result = await svc.create_order(db, current_user, body)
+    result = await svc.create_order(db, current_user, body, company_id)
     return ok(data=result.model_dump(mode="json"), message=f"订单 {result.order_no} 创建成功")
 
 
@@ -47,16 +48,349 @@ async def list_orders(
     keyword: str | None = Query(None, description="模糊搜索订单号"),
     db: AsyncSession = Depends(get_db),
     current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
 ) -> dict:
-    result = await svc.list_orders(db, current_user, page, size, customer_id, shipping_state, payment_state, keyword)
+    result = await svc.list_orders(db, current_user, page, size, customer_id, shipping_state, payment_state, keyword, company_id)
     return ok(data=result.model_dump(mode="json"))
 
 
+@router.get("/unlinked-invoices", summary="查询未关联订单的发票列表")
+async def list_unlinked_invoices(
+    keyword: str | None = Query(None, description="发票号模糊搜索"),
+    db: AsyncSession = Depends(get_db),
+    current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
+) -> dict:
+    from sqlalchemy import select
+    from app.models.finance import FinSalesInvoice
+    conditions = [
+        FinSalesInvoice.company_id == company_id,
+        FinSalesInvoice.is_deleted.is_(False),
+        FinSalesInvoice.order_id.is_(None),
+    ]
+    if keyword:
+        conditions.append(FinSalesInvoice.invoice_number.ilike(f"%{keyword}%"))
+
+    stmt = (
+        select(FinSalesInvoice)
+        .where(*conditions)
+        .order_by(FinSalesInvoice.created_at.desc())
+        .limit(50)
+    )
+    invoices = (await db.execute(stmt)).scalars().all()
+    return ok(data=[
+        {
+            "id": str(inv.id),
+            "invoice_number": inv.invoice_number,
+            "issuer": inv.issuer,
+            "receiver_name": inv.receiver_customer.name if inv.receiver_customer else None,
+            "amount": float(inv.amount),
+            "billing_date": str(inv.billing_date),
+        }
+        for inv in invoices
+    ])
+
+
 @router.get("/{order_id}", summary="订单全景详情（关系预加载 items + customer）")
 async def get_order(
     order_id: uuid.UUID,
     db: AsyncSession = Depends(get_db),
     current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
 ) -> dict:
-    result = await svc.get_order(db, current_user, order_id)
+    result = await svc.get_order(db, current_user, order_id, company_id)
     return ok(data=result.model_dump(mode="json"))
+
+
+@router.get("/{order_id}/invoices", summary="获取订单关联的销项发票")
+async def get_order_invoices(
+    order_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db),
+    current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
+) -> dict:
+    from sqlalchemy import select
+    from app.models.finance import FinSalesInvoice
+    stmt = (
+        select(FinSalesInvoice)
+        .where(
+            FinSalesInvoice.order_id == order_id,
+            FinSalesInvoice.company_id == company_id,
+            FinSalesInvoice.is_deleted.is_(False),
+        )
+        .order_by(FinSalesInvoice.created_at.desc())
+    )
+    invoices = (await db.execute(stmt)).scalars().all()
+    return ok(data=[
+        {
+            "id": str(inv.id),
+            "invoice_number": inv.invoice_number,
+            "issuer": inv.issuer,
+            "receiver_name": inv.receiver_customer.name if inv.receiver_customer else None,
+            "amount": float(inv.amount),
+            "billing_date": str(inv.billing_date),
+            "payment_status": inv.payment_status,
+            "payment_date": str(inv.payment_date) if inv.payment_date else None,
+            "payment_amount": float(inv.payment_amount or 0),
+            "payment_due_date": str(inv.payment_due_date) if inv.payment_due_date else None,
+        }
+        for inv in invoices
+    ])
+
+
+@router.put("/{order_id}/payment", summary="更新订单收款状态")
+async def update_order_payment(
+    order_id: uuid.UUID,
+    body: dict,
+    db: AsyncSession = Depends(get_db),
+    current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
+) -> dict:
+    from sqlalchemy import select, update as sa_update
+    from app.models.order import ErpOrder
+    from datetime import datetime
+
+    order = (await db.execute(
+        select(ErpOrder).where(
+            ErpOrder.id == order_id,
+            ErpOrder.company_id == company_id,
+            ErpOrder.is_deleted.is_(False),
+        )
+    )).scalar_one_or_none()
+    if order is None:
+        from app.core.exceptions import NotFoundException
+        raise NotFoundException("订单不存在")
+
+    values = {}
+    if "paid_amount" in body:
+        paid = float(body["paid_amount"])
+        values["paid_amount"] = paid
+        total = float(order.total_amount)
+        if paid >= total:
+            values["payment_state"] = "cleared"
+        elif paid > 0:
+            values["payment_state"] = "partial"
+        else:
+            values["payment_state"] = "unpaid"
+    if "payment_state" in body:
+        values["payment_state"] = body["payment_state"]
+    if values:
+        values["updated_at"] = datetime.utcnow()
+        await db.execute(
+            sa_update(ErpOrder).where(ErpOrder.id == order_id).values(**values)
+        )
+        await db.commit()
+
+    return ok(message="收款状态已更新")
+
+
+@router.get("/{order_id}/invoice-detail-preview", summary="生成开票明细预览")
+async def invoice_detail_preview(
+    order_id: uuid.UUID,
+    mode: str = Query("full", pattern=r"^(full|batch)$", description="full=整体开票, batch=按发货批次"),
+    shipping_id: uuid.UUID | None = Query(None, description="batch模式下必传发货单ID"),
+    db: AsyncSession = Depends(get_db),
+    current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
+) -> dict:
+    """根据模式生成开票明细: 整体=订单全部商品, 批次=指定发货单商品"""
+    from sqlalchemy import select
+    from sqlalchemy.orm import selectinload
+    from app.models.order import ErpOrder, ErpOrderItem
+    from app.models.shipping import ErpShippingRecord, ErpShippingItem
+    from app.models.crm import CrmCustomer
+    from app.models.sys import SysCompany
+    from app.core.exceptions import NotFoundException, BizException
+
+    # 查订单
+    order = (await db.execute(
+        select(ErpOrder)
+        .where(ErpOrder.id == order_id, ErpOrder.company_id == company_id, ErpOrder.is_deleted.is_(False))
+        .options(
+            selectinload(ErpOrder.items),
+            selectinload(ErpOrder.customer),
+            selectinload(ErpOrder.salesperson),
+        )
+    )).scalar_one_or_none()
+    if not order:
+        raise NotFoundException("订单不存在")
+
+    # 买方名称
+    buyer_name = order.customer.name if order.customer else ""
+    # 卖方名称
+    company = (await db.execute(
+        select(SysCompany).where(SysCompany.id == company_id)
+    )).scalar_one_or_none()
+    seller_name = company.name if company else ""
+
+    items_data = []
+    total_amount = 0.0
+
+    if mode == "full":
+        # 整体开票: 聚合全部订单明细
+        for oi in (order.items or []):
+            sub = float(oi.sub_total or 0)
+            items_data.append({
+                "sku_code": oi.sku.sku_code if oi.sku else "",
+                "sku_name": oi.sku.name if oi.sku else "",
+                "spec": oi.sku.spec if oi.sku else "",
+                "unit": oi.sku.unit if oi.sku else "",
+                "qty": float(oi.qty),
+                "unit_price": float(oi.unit_price),
+                "sub_total": sub,
+            })
+            total_amount += sub
+    else:
+        # 按发货批次
+        if not shipping_id:
+            raise BizException(message="batch模式需指定shipping_id")
+        ship = (await db.execute(
+            select(ErpShippingRecord)
+            .where(
+                ErpShippingRecord.id == shipping_id,
+                ErpShippingRecord.order_id == order_id,
+                ErpShippingRecord.is_deleted.is_(False),
+            )
+            .options(selectinload(ErpShippingRecord.items).selectinload(ErpShippingItem.sku))
+        )).scalar_one_or_none()
+        if not ship:
+            raise NotFoundException("发货单不存在")
+
+        # 查对应的订单明细来获取单价
+        order_item_map = {str(oi.id): oi for oi in (order.items or [])}
+        for si in (ship.items or []):
+            oi = order_item_map.get(str(si.order_item_id))
+            unit_price = float(oi.unit_price) if oi else 0
+            qty = float(si.shipped_qty)
+            sub = round(qty * unit_price, 2)
+            items_data.append({
+                "sku_code": si.sku.sku_code if si.sku else "",
+                "sku_name": si.sku.name if si.sku else "",
+                "spec": si.sku.spec if si.sku else "",
+                "unit": si.sku.unit if si.sku else "",
+                "qty": qty,
+                "unit_price": unit_price,
+                "sub_total": sub,
+            })
+            total_amount += sub
+
+    return ok(data={
+        "order_no": order.order_no,
+        "buyer_name": buyer_name,
+        "seller_name": seller_name,
+        "customer_id": str(order.customer_id),
+        "items": items_data,
+        "total_amount": round(total_amount, 2),
+        "shipping_id": str(shipping_id) if shipping_id else None,
+    })
+
+
+@router.post("/{order_id}/invoices/link", summary="关联已有发票到订单")
+async def link_existing_invoice(
+    order_id: uuid.UUID,
+    body: dict,
+    db: AsyncSession = Depends(get_db),
+    current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
+) -> dict:
+    """将已存在的销项发票关联到该订单"""
+    from sqlalchemy import select, update as sa_update
+    from app.models.finance import FinSalesInvoice
+    from app.core.exceptions import NotFoundException, BizException
+    from datetime import datetime
+
+    invoice_id = body.get("invoice_id")
+    shipping_record_id = body.get("shipping_record_id")
+    if not invoice_id:
+        raise BizException(message="请提供 invoice_id")
+
+    inv = (await db.execute(
+        select(FinSalesInvoice).where(
+            FinSalesInvoice.id == uuid.UUID(invoice_id),
+            FinSalesInvoice.company_id == company_id,
+            FinSalesInvoice.is_deleted.is_(False),
+        )
+    )).scalar_one_or_none()
+    if not inv:
+        raise NotFoundException("发票不存在")
+
+    values = {"order_id": order_id, "updated_at": datetime.utcnow()}
+    if shipping_record_id:
+        values["shipping_record_id"] = uuid.UUID(shipping_record_id)
+
+    await db.execute(
+        sa_update(FinSalesInvoice)
+        .where(FinSalesInvoice.id == uuid.UUID(invoice_id))
+        .values(**values)
+    )
+    await db.commit()
+    return ok(message="发票已关联到订单")
+
+
+@router.post("/{order_id}/invoices/create", summary="直接创建发票并关联到订单")
+async def create_and_link_invoice(
+    order_id: uuid.UUID,
+    body: dict,
+    db: AsyncSession = Depends(get_db),
+    current_user: CurrentUserPayload = Depends(get_current_user),
+    company_id: uuid.UUID = Depends(get_current_company_id),
+) -> dict:
+    """创建新的销项发票，同时关联到当前订单"""
+    from sqlalchemy import select
+    from app.models.finance import FinSalesInvoice
+    from app.models.order import ErpOrder
+    from app.core.exceptions import NotFoundException, BizException
+    from datetime import date as dt_date
+
+    order = (await db.execute(
+        select(ErpOrder).where(
+            ErpOrder.id == order_id,
+            ErpOrder.company_id == company_id,
+            ErpOrder.is_deleted.is_(False),
+        )
+    )).scalar_one_or_none()
+    if not order:
+        raise NotFoundException("订单不存在")
+
+    invoice_number = body.get("invoice_number", "").strip()
+    amount = float(body.get("amount", 0))
+    issuer = body.get("issuer", "").strip()
+    receiver_customer_id = body.get("receiver_customer_id") or str(order.customer_id)
+    billing_date_str = body.get("billing_date")
+    shipping_record_id = body.get("shipping_record_id")
+    remark = body.get("remark")
+
+    if not invoice_number:
+        raise BizException(message="请填写发票号")
+    if amount <= 0:
+        raise BizException(message="开票金额需大于0")
+    if not issuer:
+        raise BizException(message="请填写开票方名称")
+
+    # 检查唯一性
+    from sqlalchemy import func as sa_func
+    existing = (await db.execute(
+        select(sa_func.count()).select_from(FinSalesInvoice).where(
+            FinSalesInvoice.invoice_number == invoice_number,
+            FinSalesInvoice.is_deleted.is_(False),
+        )
+    )).scalar()
+    if existing:
+        raise BizException(message=f"发票号 {invoice_number} 已存在")
+
+    inv = FinSalesInvoice(
+        issuer=issuer,
+        receiver_customer_id=uuid.UUID(receiver_customer_id),
+        invoice_number=invoice_number,
+        amount=amount,
+        billing_date=dt_date.fromisoformat(billing_date_str) if billing_date_str else dt_date.today(),
+        remark=remark,
+        order_id=order_id,
+        shipping_record_id=uuid.UUID(shipping_record_id) if shipping_record_id else None,
+        created_by=current_user.user_id,
+        company_id=company_id,
+    )
+    db.add(inv)
+    await db.commit()
+    return ok(data={"id": str(inv.id), "invoice_number": invoice_number}, message="发票创建并关联成功")
+