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/services/finance_service.py

@@ -9,6 +9,7 @@ from sqlalchemy import func, select, update
 from sqlalchemy.ext.asyncio import AsyncSession
 from app.core.exceptions import BizException, ForbiddenException, NotFoundException
 from app.models.finance import FinExpenseDetail, FinExpenseRecord, FinInvoicePool
+from app.models.sys import SysUser
 from app.schemas.auth import CurrentUserPayload
 from app.schemas.finance import (
     ExpenseBriefResponse, ExpenseCreate, ExpenseDetailResponse,
@@ -84,12 +85,13 @@ async def _release_invoices(db: AsyncSession, expense_id: uuid.UUID, now: dateti
 
 # ── Service Functions ────────────────────────────────────
 
-async def create_invoice(db: AsyncSession, user: CurrentUserPayload, body: InvoiceCreate) -> InvoiceResponse:
+async def create_invoice(db: AsyncSession, user: CurrentUserPayload, body: InvoiceCreate, company_id: uuid.UUID) -> InvoiceResponse:
     invoice = FinInvoicePool(
         uploader_id=user.user_id, file_url=body.file_url,
         merchant_name=body.merchant_name, amount=body.amount,
         invoice_date=body.invoice_date, type=body.type,
         ai_extracted_data=body.ai_extracted_data, is_used=False,
+        company_id=company_id,
     )
     db.add(invoice)
     await db.commit()
@@ -101,8 +103,11 @@ async def list_invoices(
     db: AsyncSession, user: CurrentUserPayload,
     page: int = 1, size: int = 20,
     inv_type: str | None = None, is_used: bool | None = None,
+    company_id: uuid.UUID | None = None,
 ) -> InvoiceListResponse:
     where = [FinInvoicePool.is_deleted.is_(False)]
+    if company_id:
+        where.append(FinInvoicePool.company_id == company_id)
     if user.data_scope == "self":
         where.append(FinInvoicePool.uploader_id == user.user_id)
     elif user.data_scope == "dept_and_sub":
@@ -135,7 +140,7 @@ async def void_invoice(db: AsyncSession, user: CurrentUserPayload, invoice_id: u
     await db.commit()
 
 
-async def create_expense(db: AsyncSession, user: CurrentUserPayload, body: ExpenseCreate) -> ExpenseResponse:
+async def create_expense(db: AsyncSession, user: CurrentUserPayload, body: ExpenseCreate, company_id: uuid.UUID) -> ExpenseResponse:
     invoice_ids = [item.invoice_id for item in body.items]
     try:
         async with db.begin_nested():
@@ -154,6 +159,7 @@ async def create_expense(db: AsyncSession, user: CurrentUserPayload, body: Expen
             system_no = await _generate_expense_no(db)
             expense = FinExpenseRecord(
                 system_no=system_no, applicant_id=user.user_id,
+                company_id=company_id,
                 total_amount=body.total_amount, status="submitted", remark=body.remark,
             )
             db.add(expense)
@@ -184,8 +190,11 @@ async def list_expenses(
     db: AsyncSession, user: CurrentUserPayload,
     page: int = 1, size: int = 20,
     status: str | None = None, applicant_id: uuid.UUID | None = None,
+    company_id: uuid.UUID | None = None,
 ) -> ExpenseListResponse:
     where = [FinExpenseRecord.is_deleted.is_(False)]
+    if company_id:
+        where.append(FinExpenseRecord.company_id == company_id)
     if user.data_scope == "self":
         where.append(FinExpenseRecord.applicant_id == user.user_id)
     elif user.data_scope == "dept_and_sub":