Files
jiu/backend/internal/handler/finance.go
T
wangjia 4fd0bb8b83 feat(backend): 出入库定价字段消歧 + 总利润落库 + 成本仅管理员可见
- 字段重命名(旧列弃用保留,启动幂等回填 BackfillPricingColumns):
  入库 unit_price/total_price/total_amount → cost_price/cost_amount/cost_total;
  出库同前缀 + 新增 sale_amount(售价小计)/ sale_total(应收)/ profit_total(总利润)
- 建单落三值;确认售价联动重算 sale_amount/sale_total/profit_total;
  确认进价回填成本后联动重算受影响出库单利润(recalcStockOutProfit)
- 出库 List/Get 对 operator/readonly 抹零成本与利润(stripStockOutCost 服务端兜底)
- 兼容一版:Create/Update 接受旧 key unit_price 回落(v1.0.87 及之前客户端)
- SUM 聚合/价格趋势/导入/种子工具同步切新列;测试全量改名 + 6 个新回归

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JJ1g8XV1YhhmHRzhwWEW7o
2026-07-03 12:44:22 +08:00

271 lines
8.3 KiB
Go

package handler
import (
"net/http"
"strconv"
"time"
"github.com/gin-gonic/gin"
"gorm.io/gorm"
"github.com/wangjia/jiu/backend/internal/middleware"
"github.com/wangjia/jiu/backend/internal/model"
"github.com/wangjia/jiu/backend/internal/util"
)
type FinanceHandler struct {
db *gorm.DB
}
func NewFinanceHandler(db *gorm.DB) *FinanceHandler {
return &FinanceHandler{db: db}
}
// ListRecords GET /api/v1/finance/records
func (h *FinanceHandler) ListRecords(c *gin.Context) {
shopID := middleware.GetShopID(c)
var q struct {
Type string `form:"type"`
Month string `form:"month"` // e.g. "2026-04"
StartDate string `form:"start_date"` // YYYY-MM-DD(区间过滤,优先于 month)
EndDate string `form:"end_date"`
PartnerID uint64 `form:"partner_id"`
Page int `form:"page,default=1"`
PageSize int `form:"page_size,default=50"`
}
if err := c.ShouldBindQuery(&q); err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
return
}
q.PageSize = util.ValidatePageSize(q.PageSize, 50, 500)
if q.Page <= 0 {
q.Page = 1
}
base := h.db.Model(&model.FinanceRecord{}).Where("shop_id = ?", shopID)
if q.Type != "" {
base = base.Where("type = ?", q.Type)
}
if q.PartnerID != 0 {
base = base.Where("partner_id = ?", q.PartnerID)
}
// 日期过滤:区间(本季/自定义)优先;否则按单月。日期串比较跨 MySQL/SQLite 可移植。
if q.StartDate != "" || q.EndDate != "" {
if q.StartDate != "" {
base = base.Where("record_date >= ?", q.StartDate)
}
if q.EndDate != "" {
base = base.Where("record_date <= ?", q.EndDate)
}
} else if q.Month != "" {
base = base.Where("DATE_FORMAT(record_date, '%Y-%m') = ?", q.Month)
}
var total int64
base.Count(&total)
records := make([]model.FinanceRecord, 0)
offset := (q.Page - 1) * q.PageSize
base.Preload("Partner", "shop_id = ?", shopID).Order("record_date DESC, id DESC").Offset(offset).Limit(q.PageSize).Find(&records)
c.JSON(http.StatusOK, gin.H{
"data": records,
"total": total,
"page": q.Page,
"page_size": q.PageSize,
})
}
// Create POST /api/v1/finance/records — 手动录入付款/收款
func (h *FinanceHandler) Create(c *gin.Context) {
shopID := middleware.GetShopID(c)
userID := middleware.GetUserID(c)
var req struct {
PartnerID *uint64 `json:"partner_id"`
Type string `json:"type" binding:"required"`
Amount float64 `json:"amount" binding:"required,gt=0"`
RecordDate string `json:"record_date" binding:"required"`
Remark string `json:"remark"`
}
if err := c.ShouldBindJSON(&req); err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
return
}
// SEC-001:往来单位必须属于当前店(防跨租户引用泄露)
if err := ensureShopRefOpt(h.db, "partners", req.PartnerID, shopID); err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
return
}
if req.Type != "payment" && req.Type != "receipt" {
c.JSON(http.StatusBadRequest, gin.H{"error": "type must be payment or receipt"})
return
}
date, err := time.Parse("2006-01-02", req.RecordDate)
if err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": "invalid record_date, use YYYY-MM-DD"})
return
}
// 付款/收款 均为减少余额(抵消应付/应收)
prevBalance := partnerLastBalance(h.db, shopID, req.PartnerID)
bal := prevBalance - req.Amount
rec := model.FinanceRecord{
ShopID: shopID,
PartnerID: req.PartnerID,
Type: req.Type,
Amount: req.Amount,
Balance: bal,
Status: "closed",
OperatorID: userID,
RecordDate: date,
Remark: req.Remark,
}
if err := h.db.Create(&rec).Error; err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()})
return
}
c.JSON(http.StatusOK, rec)
}
// Close PUT /api/v1/finance/records/:id/close — 标记结清
func (h *FinanceHandler) Close(c *gin.Context) {
shopID := middleware.GetShopID(c)
id := c.Param("id")
var rec model.FinanceRecord
if err := h.db.Where("id = ? AND shop_id = ? AND deleted_at IS NULL", id, shopID).
First(&rec).Error; err != nil {
c.JSON(http.StatusNotFound, gin.H{"error": "record not found"})
return
}
if rec.Type != "payable" && rec.Type != "receivable" {
c.JSON(http.StatusBadRequest, gin.H{"error": "only payable/receivable can be closed"})
return
}
if rec.Status == "closed" {
c.JSON(http.StatusBadRequest, gin.H{"error": "already closed"})
return
}
if err := h.db.Model(&rec).Update("status", "closed").Error; err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()})
return
}
c.JSON(http.StatusOK, gin.H{"ok": true})
}
// CloseByRef PUT /api/v1/finance/records/close-by-ref?ref_type=stock_in&ref_id=123
func (h *FinanceHandler) CloseByRef(c *gin.Context) {
shopID := middleware.GetShopID(c)
refType := c.Query("ref_type")
refID := c.Query("ref_id")
if refType == "" || refID == "" {
c.JSON(http.StatusBadRequest, gin.H{"error": "ref_type and ref_id are required"})
return
}
var rec model.FinanceRecord
err := h.db.Where("shop_id = ? AND ref_type = ? AND ref_id = ? AND status = 'open' AND deleted_at IS NULL",
shopID, refType, refID).First(&rec).Error
if err != nil {
c.JSON(http.StatusNotFound, gin.H{"error": "no open finance record found"})
return
}
if err := h.db.Model(&rec).Update("status", "closed").Error; err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()})
return
}
c.JSON(http.StatusOK, gin.H{"ok": true})
}
// Trend GET /api/v1/finance/trend?months=6 — 近 N 个自然月收支趋势
// in=当月出库(销售)额、out=当月入库(采购)额;与 stock Summary 同口径
// (按 order_date、不筛状态、deleted_at IS NULL),日期串比较跨 MySQL/SQLite 可移植。
func (h *FinanceHandler) Trend(c *gin.Context) {
shopID := middleware.GetShopID(c)
months := 6
if v := c.Query("months"); v != "" {
if n, err := strconv.Atoi(v); err == nil && n >= 1 && n <= 24 {
months = n
}
}
now := time.Now()
first := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, now.Location())
type point struct {
Month string `json:"month"`
In float64 `json:"in"`
Out float64 `json:"out"`
}
// 出库=应收合计(sale_total),入库=应付合计(cost_total)——2026-07 定价字段消歧后分列
sum := func(table, col, from, to string) float64 {
var v float64
h.db.Table(table).
Where("shop_id = ? AND deleted_at IS NULL AND order_date >= ? AND order_date < ?",
shopID, from, to).
Select("COALESCE(SUM(" + col + "),0)").Scan(&v)
return v
}
const f = "2006-01-02"
points := make([]point, 0, months)
for i := months - 1; i >= 0; i-- {
mStart := first.AddDate(0, -i, 0)
mEnd := mStart.AddDate(0, 1, 0)
points = append(points, point{
Month: mStart.Format("2006-01"),
In: sum("stock_out_orders", "sale_total", mStart.Format(f), mEnd.Format(f)),
Out: sum("stock_in_orders", "cost_total", mStart.Format(f), mEnd.Format(f)),
})
}
c.JSON(http.StatusOK, gin.H{"data": points})
}
// Summary GET /api/v1/finance/summary — 按往来单位汇总未结清
func (h *FinanceHandler) Summary(c *gin.Context) {
shopID := middleware.GetShopID(c)
type row struct {
PartnerID *uint64 `json:"partner_id"`
PartnerName string `json:"partner_name"`
Type string `json:"type"`
RecordCount int `json:"record_count"`
TotalAmount float64 `json:"total_amount"`
}
var rows []row
if err := h.db.Raw(`
SELECT f.partner_id,
COALESCE(p.name, '') AS partner_name,
f.type,
COUNT(*) AS record_count,
SUM(f.amount) AS total_amount
FROM finance_records f
LEFT JOIN partners p ON p.id = f.partner_id AND p.shop_id = f.shop_id
WHERE f.shop_id = ? AND f.deleted_at IS NULL
AND f.type IN ('payable','receivable')
AND f.status = 'open'
GROUP BY f.partner_id, f.type
ORDER BY total_amount DESC
`, shopID).Scan(&rows).Error; err != nil {
util.RespondError(c, http.StatusInternalServerError, "QUERY_ERROR", "查询失败")
return
}
util.RespondSuccess(c, rows)
}
// partnerLastBalance 查询该往来单位最后一条财务记录的余额
func partnerLastBalance(db *gorm.DB, shopID uint64, partnerID *uint64) float64 {
var last model.FinanceRecord
q := db.Where("shop_id = ? AND deleted_at IS NULL", shopID)
if partnerID != nil {
q = q.Where("partner_id = ?", *partnerID)
} else {
q = q.Where("partner_id IS NULL")
}
q.Order("id DESC").First(&last)
return last.Balance
}