hankin
815cbf9d8c
- 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
288 lines
13 KiB
Python
288 lines
13 KiB
Python
"""
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财务票据 Service 层
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REST API 路由 和 MCP 工具 共用此层函数
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"""
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from __future__ import annotations
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import uuid
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from datetime import date, datetime
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from sqlalchemy import func, select, update
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.exceptions import BizException, ForbiddenException, NotFoundException
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from app.models.finance import FinExpenseDetail, FinExpenseRecord, FinInvoicePool
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from app.models.sys import SysUser
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from app.schemas.auth import CurrentUserPayload
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from app.schemas.finance import (
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ExpenseBriefResponse, ExpenseCreate, ExpenseDetailResponse,
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ExpenseListResponse, ExpenseResponse, ExpenseStatusUpdate,
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InvoiceCreate, InvoiceListResponse, InvoiceResponse,
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)
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def _inv_to_resp(inv: FinInvoicePool) -> InvoiceResponse:
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return InvoiceResponse(
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id=inv.id, uploader_id=inv.uploader_id,
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uploader_name=inv.uploader.real_name if inv.uploader else None,
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file_url=inv.file_url, merchant_name=inv.merchant_name,
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amount=float(inv.amount or 0), invoice_date=inv.invoice_date,
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type=inv.type, ai_extracted_data=inv.ai_extracted_data or {},
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is_used=inv.is_used, created_at=inv.created_at,
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)
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def _detail_to_resp(d: FinExpenseDetail) -> ExpenseDetailResponse:
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return ExpenseDetailResponse(
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id=d.id, invoice_id=d.invoice_id,
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invoice_merchant=d.invoice.merchant_name if d.invoice else None,
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invoice_amount=float(d.invoice.amount) if d.invoice else None,
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expense_desc=d.expense_desc, original_type=d.original_type,
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offset_type=d.offset_type, amount=float(d.amount or 0),
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)
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def _exp_to_resp(exp: FinExpenseRecord, with_details: bool = True) -> ExpenseResponse:
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return ExpenseResponse(
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id=exp.id, system_no=exp.system_no, applicant_id=exp.applicant_id,
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applicant_name=exp.applicant.real_name if exp.applicant else None,
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total_amount=float(exp.total_amount or 0), status=exp.status,
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remark=exp.remark, approved_by=exp.approved_by,
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approver_name=exp.approver.real_name if exp.approver else None,
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approved_at=exp.approved_at,
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details=[_detail_to_resp(d) for d in exp.details] if with_details else [],
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created_at=exp.created_at, updated_at=exp.updated_at,
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)
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def _exp_to_brief(exp: FinExpenseRecord) -> ExpenseBriefResponse:
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return ExpenseBriefResponse(
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id=exp.id, system_no=exp.system_no, applicant_id=exp.applicant_id,
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applicant_name=exp.applicant.real_name if exp.applicant else None,
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total_amount=float(exp.total_amount or 0), status=exp.status,
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created_at=exp.created_at,
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)
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async def _generate_expense_no(db: AsyncSession) -> str:
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today = date.today().strftime("%Y%m%d")
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prefix = f"EXP-{today}-"
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count = (await db.execute(
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select(func.count()).select_from(FinExpenseRecord)
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.where(FinExpenseRecord.system_no.like(f"{prefix}%"))
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)).scalar() or 0
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return f"{prefix}{count + 1:03d}"
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async def _release_invoices(db: AsyncSession, expense_id: uuid.UUID, now: datetime) -> None:
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detail_stmt = select(FinExpenseDetail.invoice_id).where(
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FinExpenseDetail.expense_id == expense_id, FinExpenseDetail.invoice_id.is_not(None),
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)
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inv_ids = (await db.execute(detail_stmt)).scalars().all()
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if inv_ids:
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await db.execute(
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update(FinInvoicePool).where(FinInvoicePool.id.in_(inv_ids))
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.values(is_used=False, updated_at=now)
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)
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# ── Service Functions ────────────────────────────────────
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async def create_invoice(db: AsyncSession, user: CurrentUserPayload, body: InvoiceCreate, company_id: uuid.UUID) -> InvoiceResponse:
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invoice = FinInvoicePool(
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uploader_id=user.user_id, file_url=body.file_url,
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merchant_name=body.merchant_name, amount=body.amount,
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invoice_date=body.invoice_date, type=body.type,
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ai_extracted_data=body.ai_extracted_data, is_used=False,
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company_id=company_id,
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)
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db.add(invoice)
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await db.commit()
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await db.refresh(invoice)
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return _inv_to_resp(invoice)
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async def list_invoices(
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db: AsyncSession, user: CurrentUserPayload,
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page: int = 1, size: int = 20,
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inv_type: str | None = None, is_used: bool | None = None,
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company_id: uuid.UUID | None = None,
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) -> InvoiceListResponse:
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where = [FinInvoicePool.is_deleted.is_(False)]
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if company_id:
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where.append(FinInvoicePool.company_id == company_id)
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if user.data_scope == "self":
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where.append(FinInvoicePool.uploader_id == user.user_id)
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elif user.data_scope == "dept_and_sub":
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if user.dept_id is not None:
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from app.models.sys import SysUser
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dept_users = select(SysUser.id).where(SysUser.dept_id == user.dept_id, SysUser.is_deleted.is_(False))
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where.append(FinInvoicePool.uploader_id.in_(dept_users))
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if inv_type:
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where.append(FinInvoicePool.type == inv_type)
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if is_used is not None:
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where.append(FinInvoicePool.is_used == is_used)
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total = (await db.execute(select(func.count()).select_from(FinInvoicePool).where(*where))).scalar() or 0
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stmt = select(FinInvoicePool).where(*where).order_by(FinInvoicePool.created_at.desc()).offset((page - 1) * size).limit(size)
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invoices = (await db.execute(stmt)).scalars().all()
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return InvoiceListResponse(total=total, items=[_inv_to_resp(i) for i in invoices], page=page, size=size)
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async def void_invoice(db: AsyncSession, user: CurrentUserPayload, invoice_id: uuid.UUID) -> None:
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inv = (await db.execute(
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select(FinInvoicePool).where(FinInvoicePool.id == invoice_id, FinInvoicePool.is_deleted.is_(False))
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)).scalar_one_or_none()
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if inv is None:
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raise NotFoundException("票据不存在或已作废")
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if user.data_scope != "all" and inv.uploader_id != user.user_id:
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raise ForbiddenException("无权作废他人上传的票据")
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if inv.is_used:
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raise BizException(message="该票据已关联报销单，无法作废。请先撤回对应报销单。")
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await db.execute(update(FinInvoicePool).where(FinInvoicePool.id == invoice_id).values(is_deleted=True, updated_at=datetime.utcnow()))
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await db.commit()
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async def create_expense(db: AsyncSession, user: CurrentUserPayload, body: ExpenseCreate, company_id: uuid.UUID) -> ExpenseResponse:
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invoice_ids = [item.invoice_id for item in body.items]
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try:
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async with db.begin_nested():
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lock_stmt = select(FinInvoicePool).where(
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FinInvoicePool.id.in_(invoice_ids), FinInvoicePool.is_deleted.is_(False),
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).with_for_update()
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locked_invs = (await db.execute(lock_stmt)).scalars().all()
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locked_map = {inv.id: inv for inv in locked_invs}
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for item in body.items:
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inv = locked_map.get(item.invoice_id)
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if inv is None:
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raise BizException(message=f"发票 {item.invoice_id} 不存在或已被作废")
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if inv.is_used:
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raise BizException(message=f"发票 {inv.merchant_name or inv.id} (¥{inv.amount}) 已被其他报销单使用，禁止重复报销")
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system_no = await _generate_expense_no(db)
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expense = FinExpenseRecord(
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system_no=system_no, applicant_id=user.user_id,
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company_id=company_id,
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total_amount=body.total_amount, status="submitted", remark=body.remark,
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)
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db.add(expense)
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await db.flush()
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for item in body.items:
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db.add(FinExpenseDetail(
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expense_id=expense.id, invoice_id=item.invoice_id,
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expense_desc=item.expense_desc, original_type=item.original_type,
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offset_type=item.offset_type, amount=item.amount,
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))
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await db.execute(
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update(FinInvoicePool).where(FinInvoicePool.id.in_(invoice_ids))
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.values(is_used=True, updated_at=datetime.utcnow())
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)
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await db.commit()
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except BizException:
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await db.rollback()
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raise
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except Exception as e:
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await db.rollback()
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raise BizException(code=500, message=f"报销单创建事务失败: {e!s}") from e
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refreshed = (await db.execute(select(FinExpenseRecord).where(FinExpenseRecord.id == expense.id))).scalar_one()
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return _exp_to_resp(refreshed)
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async def list_expenses(
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db: AsyncSession, user: CurrentUserPayload,
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page: int = 1, size: int = 20,
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status: str | None = None, applicant_id: uuid.UUID | None = None,
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company_id: uuid.UUID | None = None,
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) -> ExpenseListResponse:
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where = [FinExpenseRecord.is_deleted.is_(False)]
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if company_id:
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where.append(FinExpenseRecord.company_id == company_id)
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if user.data_scope == "self":
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where.append(FinExpenseRecord.applicant_id == user.user_id)
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elif user.data_scope == "dept_and_sub":
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if user.dept_id is not None:
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from app.models.sys import SysUser
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dept_users = select(SysUser.id).where(SysUser.dept_id == user.dept_id, SysUser.is_deleted.is_(False))
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where.append(FinExpenseRecord.applicant_id.in_(dept_users))
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if status:
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where.append(FinExpenseRecord.status == status)
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if applicant_id and user.data_scope == "all":
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where.append(FinExpenseRecord.applicant_id == applicant_id)
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total = (await db.execute(select(func.count()).select_from(FinExpenseRecord).where(*where))).scalar() or 0
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stmt = select(FinExpenseRecord).where(*where).order_by(FinExpenseRecord.created_at.desc()).offset((page - 1) * size).limit(size)
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expenses = (await db.execute(stmt)).scalars().all()
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return ExpenseListResponse(total=total, items=[_exp_to_brief(e) for e in expenses], page=page, size=size)
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async def get_expense(db: AsyncSession, user: CurrentUserPayload, expense_id: uuid.UUID) -> ExpenseResponse:
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exp = (await db.execute(
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select(FinExpenseRecord).where(FinExpenseRecord.id == expense_id, FinExpenseRecord.is_deleted.is_(False))
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)).scalar_one_or_none()
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if exp is None:
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raise NotFoundException("报销单不存在")
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if user.data_scope == "self" and exp.applicant_id != user.user_id:
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raise ForbiddenException("无权查看他人的报销单")
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return _exp_to_resp(exp)
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async def update_expense_status(
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db: AsyncSession, user: CurrentUserPayload,
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expense_id: uuid.UUID, body: ExpenseStatusUpdate,
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) -> str:
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"""返回操作结果消息"""
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exp = (await db.execute(
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select(FinExpenseRecord).where(FinExpenseRecord.id == expense_id, FinExpenseRecord.is_deleted.is_(False))
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)).scalar_one_or_none()
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if exp is None:
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raise NotFoundException("报销单不存在")
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now = datetime.utcnow()
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if body.action == "withdraw":
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if exp.applicant_id != user.user_id:
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raise ForbiddenException("只能撤回自己的报销单")
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if exp.status != "submitted":
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raise BizException(message=f"当前状态 [{exp.status}] 不允许撤回，仅 submitted 状态可撤回")
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try:
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async with db.begin_nested():
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await db.execute(update(FinExpenseRecord).where(FinExpenseRecord.id == expense_id).values(status="voided", updated_at=now))
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await _release_invoices(db, expense_id, now)
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await db.commit()
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except BizException:
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await db.rollback()
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raise
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except Exception as e:
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await db.rollback()
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raise BizException(code=500, message=f"撤回事务失败: {e!s}") from e
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return "报销单已撤回，关联发票已释放"
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elif body.action == "approve":
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if user.data_scope != "all":
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raise ForbiddenException("仅管理员/财务可审批")
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if exp.status != "submitted":
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raise BizException(message=f"当前状态 [{exp.status}] 不允许审批")
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await db.execute(update(FinExpenseRecord).where(FinExpenseRecord.id == expense_id).values(
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status="approved", approved_by=user.user_id, approved_at=now, updated_at=now,
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))
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await db.commit()
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return "报销单已审批通过"
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elif body.action == "reject":
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if user.data_scope != "all":
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raise ForbiddenException("仅管理员/财务可驳回")
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if exp.status != "submitted":
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raise BizException(message=f"当前状态 [{exp.status}] 不允许驳回")
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try:
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async with db.begin_nested():
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await db.execute(update(FinExpenseRecord).where(FinExpenseRecord.id == expense_id).values(
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status="rejected", approved_by=user.user_id, approved_at=now, updated_at=now,
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))
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await _release_invoices(db, expense_id, now)
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await db.commit()
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except BizException:
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await db.rollback()
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raise
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except Exception as e:
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await db.rollback()
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raise BizException(code=500, message=f"驳回事务失败: {e!s}") from e
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return "报销单已驳回，关联发票已释放"
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raise BizException(message=f"未知操作: {body.action}")
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