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