初始化

backend/app/services/calculate_service.py

@@ -0,0 +1,604 @@
+from datetime import date, datetime
+from decimal import Decimal
+from typing import Optional, Dict, List, Any
+from sqlalchemy.orm import Session
+from sqlalchemy import func, and_
+import json
+
+from app.models import (
+    Employee, SecondaryAgent, ProductCategory, PerformanceRecord, 
+    CalculationResult, User
+)
+
+
+def get_period_dates(period: str, year: int, month: Optional[int] = None, 
+                     quarter: Optional[int] = None) -> tuple:
+    """
+    根据周期类型获取开始和结束日期
+    
+    Returns:
+        tuple: (start_date, end_date, period_key)
+    """
+    if period == "monthly":
+        if month is None:
+            raise ValueError("月度周期需要提供month参数")
+        start_date = date(year, month, 1)
+        if month == 12:
+            end_date = date(year + 1, 1, 1)
+        else:
+            end_date = date(year, month + 1, 1)
+        period_key = f"{year}-{month:02d}"
+        
+    elif period == "quarterly":
+        if quarter is None:
+            raise ValueError("季度周期需要提供quarter参数")
+        start_month = (quarter - 1) * 3 + 1
+        end_month = quarter * 3 + 1
+        start_date = date(year, start_month, 1)
+        if end_month > 12:
+            end_date = date(year + 1, 1, 1)
+        else:
+            end_date = date(year, end_month, 1)
+        period_key = f"{year}-Q{quarter}"
+        
+    elif period == "half_yearly":
+        start_date = date(year, 1, 1)
+        end_date = date(year, 7, 1)
+        period_key = f"{year}-H1"
+        
+    elif period == "yearly":
+        start_date = date(year, 1, 1)
+        end_date = date(year + 1, 1, 1)
+        period_key = f"{year}"
+        
+    else:
+        raise ValueError(f"不支持的周期类型: {period}")
+    
+    return start_date, end_date, period_key
+
+
+def get_target_by_period(employee: Employee, period: str) -> Decimal:
+    """根据周期类型获取员工目标"""
+    if period == "monthly":
+        return employee.monthly_target or Decimal("0")
+    elif period == "quarterly":
+        return employee.quarterly_target or Decimal("0")
+    elif period == "half_yearly":
+        return employee.half_year_target or Decimal("0")
+    elif period == "yearly":
+        return employee.yearly_target or Decimal("0")
+    return Decimal("0")
+
+
+def get_rebate_rate_by_period(category: ProductCategory, period: str) -> Decimal:
+    """根据周期类型获取返点比例"""
+    if period == "monthly":
+        return category.monthly_rebate or Decimal("0")
+    elif period == "quarterly":
+        return category.quarterly_rebate or category.monthly_rebate or Decimal("0")
+    elif period == "half_yearly":
+        return category.quarterly_rebate or category.monthly_rebate or Decimal("0")
+    elif period == "yearly":
+        return category.quarterly_rebate or category.monthly_rebate or Decimal("0")
+    return Decimal("0")
+
+
+def calculate_employee_income(
+    db: Session,
+    employee_id: int, 
+    period: str, 
+    year: int, 
+    month: Optional[int] = None, 
+    quarter: Optional[int] = None,
+    save_result: bool = True
+) -> Dict[str, Any]:
+    """
+    计算员工在指定周期的收益
+    
+    计算逻辑：
+    1. 获取员工业绩数据（根据period筛选）
+    2. 计算完成率 = 总业绩 / 目标
+    3. 绩效奖金 = 1000 * min(完成率, 1.0) 如果完成率>=50%，否则0
+    4. 个人提成 = 业绩按分类汇总 * 各分类提成比例
+    5. 代理提成 = 二级代理业绩总和 * 0.01
+    6. 总收入 = 底薪 + 绩效奖金 + 个人提成 + 代理提成
+    
+    Args:
+        db: 数据库会话
+        employee_id: 员工ID
+        period: 周期类型 (monthly/quarterly/half_yearly/yearly)
+        year: 年份
+        month: 月份（月度周期需要）
+        quarter: 季度（季度周期需要）
+        save_result: 是否保存计算结果到数据库
+        
+    Returns:
+        计算结果字典
+    """
+    # 获取员工信息
+    employee = db.query(Employee).filter(Employee.id == employee_id).first()
+    if not employee:
+        raise ValueError(f"员工不存在: {employee_id}")
+    
+    # 获取周期日期范围
+    start_date, end_date, period_key = get_period_dates(period, year, month, quarter)
+    
+    # 获取目标金额
+    target_amount = get_target_by_period(employee, period)
+    
+    # 1. 获取员工业绩数据（个人业绩）
+    personal_records = db.query(PerformanceRecord).filter(
+        and_(
+            PerformanceRecord.employee_id == employee_id,
+            PerformanceRecord.record_type == "employee",
+            PerformanceRecord.record_date >= start_date,
+            PerformanceRecord.record_date < end_date
+        )
+    ).all()
+    
+    # 按分类汇总个人业绩
+    category_performance = {}
+    total_personal_performance = Decimal("0")
+    
+    for record in personal_records:
+        category_id = record.category_id
+        amount = record.amount or Decimal("0")
+        total_personal_performance += amount
+        
+        if category_id not in category_performance:
+            category_performance[category_id] = {
+                "amount": Decimal("0"),
+                "category_name": record.category.name if record.category else "未知分类"
+            }
+        category_performance[category_id]["amount"] += amount
+    
+    # 2. 获取二级代理业绩数据
+    agent_records = db.query(PerformanceRecord).filter(
+        and_(
+            PerformanceRecord.employee_id == employee_id,
+            PerformanceRecord.record_type == "agent",
+            PerformanceRecord.record_date >= start_date,
+            PerformanceRecord.record_date < end_date
+        )
+    ).all()
+    
+    total_agent_performance = Decimal("0")
+    for record in agent_records:
+        total_agent_performance += record.amount or Decimal("0")
+    
+    # 计算总业绩
+    total_performance = total_personal_performance + total_agent_performance
+    
+    # 3. 计算完成率
+    completion_rate = Decimal("0")
+    if target_amount > 0:
+        completion_rate = (total_performance / target_amount) * 100
+    
+    # 4. 计算绩效奖金
+    performance_bonus = Decimal("0")
+    if completion_rate >= 50:
+        rate = min(completion_rate / 100, Decimal("1.0"))
+        performance_bonus = Decimal("1000") * rate
+    
+    # 5. 计算个人提成
+    personal_commission = Decimal("0")
+    commission_details = []
+    
+    for category_id, data in category_performance.items():
+        category = db.query(ProductCategory).filter(ProductCategory.id == category_id).first()
+        if category:
+            commission_rate = category.commission_rate or Decimal("0")
+            commission = data["amount"] * commission_rate
+            personal_commission += commission
+            commission_details.append({
+                "category_id": category_id,
+                "category_name": data["category_name"],
+                "amount": float(data["amount"]),
+                "commission_rate": float(commission_rate),
+                "commission": float(commission)
+            })
+    
+    # 6. 计算代理提成（二级代理业绩的1%）
+    agent_commission_rate = Decimal("0.01")
+    agent_commission = total_agent_performance * agent_commission_rate
+    
+    # 7. 计算总收入
+    base_salary = employee.base_salary or Decimal("0")
+    total_income = base_salary + performance_bonus + personal_commission + agent_commission
+    
+    # 计算公司相关数据
+    company_rebate = Decimal("0")
+    for category_id, data in category_performance.items():
+        category = db.query(ProductCategory).filter(ProductCategory.id == category_id).first()
+        if category:
+            rebate_rate = get_rebate_rate_by_period(category, period)
+            company_rebate += data["amount"] * rebate_rate
+    
+    # 公司成本
+    company_cost = total_income  # 员工成本
+    
+    # 代理分成成本
+    agent_share_cost = Decimal("0")
+    for record in agent_records:
+        if record.agent:
+            share_rate = record.agent.profit_share_rate or Decimal("0.60")
+            agent_share_cost += (record.amount or Decimal("0")) * share_rate
+    
+    company_cost += agent_share_cost
+    
+    # 公司利润
+    company_profit = company_rebate - company_cost
+    
+    # 构建详情JSON
+    detail_json = {
+        "personal_performance": {
+            "total": float(total_personal_performance),
+            "by_category": commission_details
+        },
+        "agent_performance": {
+            "total": float(total_agent_performance),
+            "commission_rate": float(agent_commission_rate),
+            "commission": float(agent_commission)
+        },
+        "target": {
+            "amount": float(target_amount),
+            "completion_rate": float(completion_rate)
+        },
+        "bonus_calculation": {
+            "threshold": 50,
+            "max_bonus": 1000,
+            "actual_bonus": float(performance_bonus)
+        }
+    }
+    
+    result = {
+        "employee_id": employee_id,
+        "employee_name": employee.user.name if employee.user else "",
+        "period": period,
+        "year": year,
+        "month": month,
+        "quarter": quarter,
+        "period_key": period_key,
+        "period_start_date": start_date.isoformat(),
+        "period_end_date": end_date.isoformat(),
+        "total_performance": float(total_performance),
+        "target_amount": float(target_amount),
+        "completion_rate": float(completion_rate),
+        "base_salary": float(base_salary),
+        "performance_bonus": float(performance_bonus),
+        "personal_commission": float(personal_commission),
+        "agent_commission": float(agent_commission),
+        "total_income": float(total_income),
+        "company_rebate": float(company_rebate),
+        "company_cost": float(company_cost),
+        "company_profit": float(company_profit),
+        "agent_performance": float(total_agent_performance),
+        "agent_share_amount": float(agent_share_cost),
+        "detail": detail_json
+    }
+    
+    # 保存计算结果到数据库
+    if save_result:
+        calc_result = CalculationResult(
+            employee_id=employee_id,
+            calc_period=period,
+            calc_year=year,
+            calc_month=month,
+            calc_quarter=quarter,
+            period_start_date=start_date,
+            period_end_date=end_date,
+            total_performance=total_performance,
+            target_amount=target_amount,
+            completion_rate=completion_rate,
+            base_salary=base_salary,
+            performance_bonus=performance_bonus,
+            personal_commission=personal_commission,
+            agent_commission=agent_commission,
+            total_income=total_income,
+            company_rebate=company_rebate,
+            company_cost=company_cost,
+            company_profit=company_profit,
+            agent_performance=total_agent_performance,
+            agent_share_amount=agent_share_cost,
+            detail_json=json.dumps(detail_json, ensure_ascii=False)
+        )
+        db.add(calc_result)
+        db.commit()
+        db.refresh(calc_result)
+        result["calculation_id"] = calc_result.id
+    
+    return result
+
+
+def calculate_company_profit(
+    db: Session,
+    period: str, 
+    year: int, 
+    month: Optional[int] = None, 
+    quarter: Optional[int] = None,
+    save_result: bool = False
+) -> Dict[str, Any]:
+    """
+    计算公司在指定周期的收益
+    
+    计算逻辑：
+    1. 获取所有员工业绩
+    2. 公司返点 = 业绩按分类汇总 * 各分类返点比例
+    3. 公司成本 = 所有员工(底薪+绩效+提成) + 代理分成
+    4. 公司利润 = 返点 - 成本
+    
+    Args:
+        db: 数据库会话
+        period: 周期类型
+        year: 年份
+        month: 月份
+        quarter: 季度
+        save_result: 是否保存结果
+        
+    Returns:
+        计算结果字典
+    """
+    # 获取周期日期范围
+    start_date, end_date, period_key = get_period_dates(period, year, month, quarter)
+    
+    # 获取所有员工
+    employees = db.query(Employee).join(User).filter(User.status == 1).all()
+    
+    total_company_rebate = Decimal("0")
+    total_company_cost = Decimal("0")
+    total_agent_share = Decimal("0")
+    employee_results = []
+    
+    # 获取所有业绩记录
+    all_records = db.query(PerformanceRecord).filter(
+        and_(
+            PerformanceRecord.record_date >= start_date,
+            PerformanceRecord.record_date < end_date
+        )
+    ).all()
+    
+    # 按分类汇总业绩
+    category_totals = {}
+    for record in all_records:
+        if record.record_type == "employee":
+            cat_id = record.category_id
+            if cat_id not in category_totals:
+                category_totals[cat_id] = Decimal("0")
+            category_totals[cat_id] += record.amount or Decimal("0")
+    
+    # 计算公司返点
+    rebate_details = []
+    for cat_id, amount in category_totals.items():
+        category = db.query(ProductCategory).filter(ProductCategory.id == cat_id).first()
+        if category:
+            rebate_rate = get_rebate_rate_by_period(category, period)
+            rebate = amount * rebate_rate
+            total_company_rebate += rebate
+            rebate_details.append({
+                "category_id": cat_id,
+                "category_name": category.name,
+                "amount": float(amount),
+                "rebate_rate": float(rebate_rate),
+                "rebate": float(rebate)
+            })
+    
+    # 计算每个员工的收益和代理分成
+    for employee in employees:
+        try:
+            emp_result = calculate_employee_income(
+                db, employee.id, period, year, month, quarter, save_result=False
+            )
+            total_company_cost += Decimal(str(emp_result["total_income"]))
+            total_agent_share += Decimal(str(emp_result["agent_share_amount"]))
+            employee_results.append({
+                "employee_id": employee.id,
+                "employee_name": emp_result["employee_name"],
+                "total_income": emp_result["total_income"],
+                "agent_share": emp_result["agent_share_amount"]
+            })
+        except Exception as e:
+            # 跳过计算失败的员工
+            continue
+    
+    # 总成本
+    total_cost = total_company_cost + total_agent_share
+    
+    # 公司利润
+    company_profit = total_company_rebate - total_cost
+    
+    result = {
+        "period": period,
+        "year": year,
+        "month": month,
+        "quarter": quarter,
+        "period_key": period_key,
+        "period_start_date": start_date.isoformat(),
+        "period_end_date": end_date.isoformat(),
+        "total_rebate": float(total_company_rebate),
+        "total_employee_cost": float(total_company_cost),
+        "total_agent_share": float(total_agent_share),
+        "total_cost": float(total_cost),
+        "company_profit": float(company_profit),
+        "employee_count": len(employee_results),
+        "rebate_details": rebate_details,
+        "employee_details": employee_results
+    }
+    
+    return result
+
+
+def calculate_agent_profit(
+    db: Session,
+    agent_id: int, 
+    period: str, 
+    year: int, 
+    month: Optional[int] = None, 
+    quarter: Optional[int] = None
+) -> Dict[str, Any]:
+    """
+    计算二级代理在指定周期的收益
+    
+    计算逻辑：
+    代理分成 = 代理业绩 * 代理分佣比例(默认60%)
+    
+    Args:
+        db: 数据库会话
+        agent_id: 代理ID
+        period: 周期类型
+        year: 年份
+        month: 月份
+        quarter: 季度
+        
+    Returns:
+        计算结果字典
+    """
+    # 获取代理信息
+    agent = db.query(SecondaryAgent).filter(SecondaryAgent.id == agent_id).first()
+    if not agent:
+        raise ValueError(f"代理不存在: {agent_id}")
+    
+    # 获取周期日期范围
+    start_date, end_date, period_key = get_period_dates(period, year, month, quarter)
+    
+    # 获取代理业绩
+    agent_records = db.query(PerformanceRecord).filter(
+        and_(
+            PerformanceRecord.agent_id == agent_id,
+            PerformanceRecord.record_date >= start_date,
+            PerformanceRecord.record_date < end_date
+        )
+    ).all()
+    
+    total_performance = Decimal("0")
+    performance_details = []
+    
+    for record in agent_records:
+        amount = record.amount or Decimal("0")
+        total_performance += amount
+        performance_details.append({
+            "record_id": record.id,
+            "date": record.record_date.isoformat() if record.record_date else None,
+            "amount": float(amount),
+            "customer_name": record.customer_name,
+            "order_no": record.order_no
+        })
+    
+    # 计算代理分成
+    profit_share_rate = agent.profit_share_rate or Decimal("0.60")
+    profit_share_amount = total_performance * profit_share_rate
+    
+    result = {
+        "agent_id": agent_id,
+        "agent_name": agent.company_name,
+        "contact_name": agent.contact_name,
+        "employee_id": agent.employee_id,
+        "employee_name": agent.employee.user.name if agent.employee and agent.employee.user else "",
+        "period": period,
+        "year": year,
+        "month": month,
+        "quarter": quarter,
+        "period_key": period_key,
+        "period_start_date": start_date.isoformat(),
+        "period_end_date": end_date.isoformat(),
+        "total_performance": float(total_performance),
+        "profit_share_rate": float(profit_share_rate),
+        "profit_share_amount": float(profit_share_amount),
+        "performance_count": len(agent_records),
+        "performance_details": performance_details
+    }
+    
+    return result
+
+
+def get_calculation_history(
+    db: Session,
+    employee_id: Optional[int] = None,
+    period: Optional[str] = None,
+    year: Optional[int] = None,
+    page: int = 1,
+    page_size: int = 20
+) -> Dict[str, Any]:
+    """获取计算历史列表"""
+    query = db.query(CalculationResult)
+    
+    if employee_id:
+        query = query.filter(CalculationResult.employee_id == employee_id)
+    if period:
+        query = query.filter(CalculationResult.calc_period == period)
+    if year:
+        query = query.filter(CalculationResult.calc_year == year)
+    
+    total = query.count()
+    
+    results = query.order_by(
+        CalculationResult.calc_year.desc(),
+        CalculationResult.created_at.desc()
+    ).offset((page - 1) * page_size).limit(page_size).all()
+    
+    items = []
+    for result in results:
+        items.append({
+            "id": result.id,
+            "employee_id": result.employee_id,
+            "employee_name": result.employee.user.name if result.employee and result.employee.user else "",
+            "calc_period": result.calc_period,
+            "calc_year": result.calc_year,
+            "calc_month": result.calc_month,
+            "calc_quarter": result.calc_quarter,
+            "period_start_date": result.period_start_date.isoformat() if result.period_start_date else None,
+            "period_end_date": result.period_end_date.isoformat() if result.period_end_date else None,
+            "total_performance": float(result.total_performance) if result.total_performance else 0,
+            "target_amount": float(result.target_amount) if result.target_amount else 0,
+            "completion_rate": float(result.completion_rate) if result.completion_rate else 0,
+            "total_income": float(result.total_income) if result.total_income else 0,
+            "company_profit": float(result.company_profit) if result.company_profit else 0,
+            "created_at": result.created_at.isoformat() if result.created_at else None
+        })
+    
+    return {
+        "items": items,
+        "total": total,
+        "page": page,
+        "page_size": page_size
+    }
+
+
+def get_calculation_detail(db: Session, calculation_id: int) -> Optional[Dict[str, Any]]:
+    """获取计算历史详情"""
+    result = db.query(CalculationResult).filter(CalculationResult.id == calculation_id).first()
+    if not result:
+        return None
+    
+    detail = None
+    if result.detail_json:
+        try:
+            detail = json.loads(result.detail_json)
+        except:
+            detail = None
+    
+    return {
+        "id": result.id,
+        "employee_id": result.employee_id,
+        "employee_name": result.employee.user.name if result.employee and result.employee.user else "",
+        "calc_period": result.calc_period,
+        "calc_year": result.calc_year,
+        "calc_month": result.calc_month,
+        "calc_quarter": result.calc_quarter,
+        "period_start_date": result.period_start_date.isoformat() if result.period_start_date else None,
+        "period_end_date": result.period_end_date.isoformat() if result.period_end_date else None,
+        "total_performance": float(result.total_performance) if result.total_performance else 0,
+        "target_amount": float(result.target_amount) if result.target_amount else 0,
+        "completion_rate": float(result.completion_rate) if result.completion_rate else 0,
+        "base_salary": float(result.base_salary) if result.base_salary else 0,
+        "performance_bonus": float(result.performance_bonus) if result.performance_bonus else 0,
+        "personal_commission": float(result.personal_commission) if result.personal_commission else 0,
+        "agent_commission": float(result.agent_commission) if result.agent_commission else 0,
+        "total_income": float(result.total_income) if result.total_income else 0,
+        "company_rebate": float(result.company_rebate) if result.company_rebate else 0,
+        "company_cost": float(result.company_cost) if result.company_cost else 0,
+        "company_profit": float(result.company_profit) if result.company_profit else 0,
+        "agent_performance": float(result.agent_performance) if result.agent_performance else 0,
+        "agent_share_amount": float(result.agent_share_amount) if result.agent_share_amount else 0,
+        "detail": detail,
+        "created_at": result.created_at.isoformat() if result.created_at else None
+    }

backend/app/services/report_service.py

@@ -0,0 +1,369 @@
+import pandas as pd
+import io
+from datetime import date, datetime
+from typing import Optional, Dict, List, Any
+from sqlalchemy.orm import Session
+from sqlalchemy import func, and_
+
+from app.models import Employee, SecondaryAgent, ProductCategory, PerformanceRecord, User
+from app.services.calculate_service import (
+    calculate_employee_income, calculate_company_profit, 
+    get_period_dates, get_rebate_rate_by_period
+)
+
+
+def export_employee_report(
+    db: Session,
+    employee_id: int,
+    period: str,
+    year: int,
+    month: Optional[int] = None
+) -> tuple:
+    """
+    导出员工收益明细Excel
+    
+    Returns:
+        tuple: (excel_bytes, filename)
+    """
+    # 计算员工收益
+    result = calculate_employee_income(db, employee_id, period, year, month, save_result=False)
+    
+    # 获取周期日期范围
+    start_date, end_date, period_key = get_period_dates(period, year, month)
+    
+    # 获取业绩明细
+    personal_records = db.query(PerformanceRecord).filter(
+        and_(
+            PerformanceRecord.employee_id == employee_id,
+            PerformanceRecord.record_type == "employee",
+            PerformanceRecord.record_date >= start_date,
+            PerformanceRecord.record_date < end_date
+        )
+    ).all()
+    
+    agent_records = db.query(PerformanceRecord).filter(
+        and_(
+            PerformanceRecord.employee_id == employee_id,
+            PerformanceRecord.record_type == "agent",
+            PerformanceRecord.record_date >= start_date,
+            PerformanceRecord.record_date < end_date
+        )
+    ).all()
+    
+    # 创建Excel writer
+    output = io.BytesIO()
+    with pd.ExcelWriter(output, engine='openpyxl') as writer:
+        # Sheet 1: 收益汇总
+        summary_data = {
+            '项目': [
+                '员工姓名',
+                '计算周期',
+                '业绩总额',
+                '目标金额',
+                '完成率(%)',
+                '底薪',
+                '绩效奖金',
+                '个人提成',
+                '代理提成',
+                '总收入',
+                '公司返点',
+                '公司成本',
+                '公司利润'
+            ],
+            '金额': [
+                result['employee_name'],
+                result['period_key'],
+                result['total_performance'],
+                result['target_amount'],
+                f"{result['completion_rate']:.2f}",
+                result['base_salary'],
+                result['performance_bonus'],
+                result['personal_commission'],
+                result['agent_commission'],
+                result['total_income'],
+                result['company_rebate'],
+                result['company_cost'],
+                result['company_profit']
+            ]
+        }
+        df_summary = pd.DataFrame(summary_data)
+        df_summary.to_excel(writer, sheet_name='收益汇总', index=False)
+        
+        # Sheet 2: 个人业绩明细
+        if personal_records:
+            personal_data = []
+            for record in personal_records:
+                personal_data.append({
+                    '日期': record.record_date,
+                    '客户名称': record.customer_name or '',
+                    '订单号': record.order_no or '',
+                    '产品分类': record.category.name if record.category else '',
+                    '业绩金额': float(record.amount or 0),
+                    '提成比例': float(record.category.commission_rate or 0) if record.category else 0,
+                    '提成金额': float(record.amount or 0) * float(record.category.commission_rate or 0) if record.category else 0
+                })
+            df_personal = pd.DataFrame(personal_data)
+            df_personal.to_excel(writer, sheet_name='个人业绩明细', index=False)
+        else:
+            pd.DataFrame({'提示': ['该周期内无个人业绩记录']}).to_excel(writer, sheet_name='个人业绩明细', index=False)
+        
+        # Sheet 3: 代理业绩明细
+        if agent_records:
+            agent_data = []
+            for record in agent_records:
+                agent = record.agent
+                agent_data.append({
+                    '日期': record.record_date,
+                    '代理公司': agent.company_name if agent else '',
+                    '客户名称': record.customer_name or '',
+                    '订单号': record.order_no or '',
+                    '产品分类': record.category.name if record.category else '',
+                    '业绩金额': float(record.amount or 0),
+                    '分佣比例': float(agent.profit_share_rate or 0.6) if agent else 0.6,
+                    '分佣金额': float(record.amount or 0) * float(agent.profit_share_rate or 0.6) if agent else float(record.amount or 0) * 0.6
+                })
+            df_agent = pd.DataFrame(agent_data)
+            df_agent.to_excel(writer, sheet_name='代理业绩明细', index=False)
+        else:
+            pd.DataFrame({'提示': ['该周期内无代理业绩记录']}).to_excel(writer, sheet_name='代理业绩明细', index=False)
+        
+        # Sheet 4: 提成明细
+        if result.get('detail') and result['detail'].get('personal_performance'):
+            commission_data = []
+            for item in result['detail']['personal_performance'].get('by_category', []):
+                commission_data.append({
+                    '产品分类': item['category_name'],
+                    '业绩金额': item['amount'],
+                    '提成比例': item['commission_rate'],
+                    '提成金额': item['commission']
+                })
+            if commission_data:
+                df_commission = pd.DataFrame(commission_data)
+                df_commission.to_excel(writer, sheet_name='提成明细', index=False)
+    
+    output.seek(0)
+    filename = f"employee_report_{employee_id}_{period_key}.xlsx"
+    return output.getvalue(), filename
+
+
+def export_company_report(
+    db: Session,
+    period: str,
+    year: int,
+    month: Optional[int] = None
+) -> tuple:
+    """
+    导出公司收益汇总Excel
+    
+    Returns:
+        tuple: (excel_bytes, filename)
+    """
+    # 计算公司收益
+    result = calculate_company_profit(db, period, year, month)
+    
+    # 获取周期日期范围
+    start_date, end_date, period_key = get_period_dates(period, year, month)
+    
+    # 创建Excel writer
+    output = io.BytesIO()
+    with pd.ExcelWriter(output, engine='openpyxl') as writer:
+        # Sheet 1: 公司收益汇总
+        summary_data = {
+            '项目': [
+                '计算周期',
+                '员工数量',
+                '总返点收入',
+                '员工成本',
+                '代理分成',
+                '总成本',
+                '公司利润'
+            ],
+            '金额': [
+                result['period_key'],
+                result['employee_count'],
+                result['total_rebate'],
+                result['total_employee_cost'],
+                result['total_agent_share'],
+                result['total_cost'],
+                result['company_profit']
+            ]
+        }
+        df_summary = pd.DataFrame(summary_data)
+        df_summary.to_excel(writer, sheet_name='公司收益汇总', index=False)
+        
+        # Sheet 2: 返点明细
+        if result.get('rebate_details'):
+            rebate_data = []
+            for item in result['rebate_details']:
+                rebate_data.append({
+                    '产品分类': item['category_name'],
+                    '业绩金额': item['amount'],
+                    '返点比例': item['rebate_rate'],
+                    '返点金额': item['rebate']
+                })
+            df_rebate = pd.DataFrame(rebate_data)
+            df_rebate.to_excel(writer, sheet_name='返点明细', index=False)
+        
+        # Sheet 3: 员工成本明细
+        if result.get('employee_details'):
+            emp_data = []
+            for item in result['employee_details']:
+                emp_data.append({
+                    '员工ID': item['employee_id'],
+                    '员工姓名': item['employee_name'],
+                    '员工收入': item['total_income'],
+                    '代理分成': item['agent_share']
+                })
+            df_emp = pd.DataFrame(emp_data)
+            df_emp.to_excel(writer, sheet_name='员工成本明细', index=False)
+    
+    output.seek(0)
+    filename = f"company_report_{period_key}.xlsx"
+    return output.getvalue(), filename
+
+
+def export_performance_report(
+    db: Session,
+    filters: Dict[str, Any]
+) -> tuple:
+    """
+    导出业绩报表Excel
+    
+    Args:
+        filters: 筛选条件
+            - start_date: 开始日期
+            - end_date: 结束日期
+            - employee_id: 员工ID（可选）
+            - agent_id: 代理ID（可选）
+            - category_id: 分类ID（可选）
+            - record_type: 记录类型（employee/agent）
+    
+    Returns:
+        tuple: (excel_bytes, filename)
+    """
+    # 构建查询
+    query = db.query(PerformanceRecord)
+    
+    # 应用筛选条件
+    if filters.get('start_date'):
+        query = query.filter(PerformanceRecord.record_date >= filters['start_date'])
+    if filters.get('end_date'):
+        query = query.filter(PerformanceRecord.record_date <= filters['end_date'])
+    if filters.get('employee_id'):
+        query = query.filter(PerformanceRecord.employee_id == filters['employee_id'])
+    if filters.get('agent_id'):
+        query = query.filter(PerformanceRecord.agent_id == filters['agent_id'])
+    if filters.get('category_id'):
+        query = query.filter(PerformanceRecord.category_id == filters['category_id'])
+    if filters.get('record_type'):
+        query = query.filter(PerformanceRecord.record_type == filters['record_type'])
+    
+    records = query.order_by(PerformanceRecord.record_date.desc()).all()
+    
+    # 创建Excel writer
+    output = io.BytesIO()
+    with pd.ExcelWriter(output, engine='openpyxl') as writer:
+        # Sheet 1: 业绩明细
+        if records:
+            data = []
+            total_amount = 0
+            for record in records:
+                amount = float(record.amount or 0)
+                total_amount += amount
+                
+                employee_name = ""
+                if record.employee and record.employee.user:
+                    employee_name = record.employee.user.name
+                
+                agent_name = ""
+                if record.agent:
+                    agent_name = record.agent.company_name
+                
+                category_name = ""
+                if record.category:
+                    category_name = record.category.name
+                
+                data.append({
+                    'ID': record.id,
+                    '记录类型': '员工业绩' if record.record_type == 'employee' else '代理业绩',
+                    '日期': record.record_date,
+                    '员工': employee_name,
+                    '代理': agent_name,
+                    '产品分类': category_name,
+                    '客户名称': record.customer_name or '',
+                    '订单号': record.order_no or '',
+                    '业绩金额': amount,
+                    '备注': record.remark or ''
+                })
+            
+            df = pd.DataFrame(data)
+            df.to_excel(writer, sheet_name='业绩明细', index=False)
+            
+            # Sheet 2: 汇总统计
+            summary_data = {
+                '统计项': [
+                    '记录总数',
+                    '业绩总额',
+                    '平均单笔业绩',
+                    '员工业绩笔数',
+                    '代理业绩笔数'
+                ],
+                '数值': [
+                    len(records),
+                    total_amount,
+                    round(total_amount / len(records), 2) if records else 0,
+                    len([r for r in records if r.record_type == 'employee']),
+                    len([r for r in records if r.record_type == 'agent'])
+                ]
+            }
+            df_summary = pd.DataFrame(summary_data)
+            df_summary.to_excel(writer, sheet_name='汇总统计', index=False)
+            
+            # Sheet 3: 按员工汇总
+            emp_summary = {}
+            for record in records:
+                emp_name = record.employee.user.name if record.employee and record.employee.user else '未知'
+                if emp_name not in emp_summary:
+                    emp_summary[emp_name] = {'count': 0, 'amount': 0}
+                emp_summary[emp_name]['count'] += 1
+                emp_summary[emp_name]['amount'] += float(record.amount or 0)
+            
+            emp_data = []
+            for name, stats in emp_summary.items():
+                emp_data.append({
+                    '员工': name,
+                    '业绩笔数': stats['count'],
+                    '业绩总额': stats['amount']
+                })
+            df_emp = pd.DataFrame(emp_data)
+            df_emp.to_excel(writer, sheet_name='按员工汇总', index=False)
+            
+            # Sheet 4: 按分类汇总
+            cat_summary = {}
+            for record in records:
+                cat_name = record.category.name if record.category else '未知'
+                if cat_name not in cat_summary:
+                    cat_summary[cat_name] = {'count': 0, 'amount': 0}
+                cat_summary[cat_name]['count'] += 1
+                cat_summary[cat_name]['amount'] += float(record.amount or 0)
+            
+            cat_data = []
+            for name, stats in cat_summary.items():
+                cat_data.append({
+                    '产品分类': name,
+                    '业绩笔数': stats['count'],
+                    '业绩总额': stats['amount']
+                })
+            df_cat = pd.DataFrame(cat_data)
+            df_cat.to_excel(writer, sheet_name='按分类汇总', index=False)
+            
+        else:
+            pd.DataFrame({'提示': ['无业绩记录']}).to_excel(writer, sheet_name='业绩明细', index=False)
+    
+    output.seek(0)
+    
+    # 生成文件名
+    date_str = datetime.now().strftime('%Y%m%d')
+    filename = f"performance_report_{date_str}.xlsx"
+    
+    return output.getvalue(), filename