额度审批

2026-09-17 09:00:26 +08:00
parent 6487146117
commit 324da1baa1
14 changed files with 974 additions and 439 deletions
@@ -0,0 +1,72 @@
+-- =============================================================
+-- 客户额度调整申请/审批表
+-- 信用额度、额外额度（临时额度）调整不再直接生效：
+-- 先申请（PENDING）-> 审批通过（APPROVED）后才真正调整 customer_account
+-- 并生成 customer_credit_flow 额度流水；可驳回（REJECTED）/撤销（CANCELLED）
+-- 2026-09-16
+-- =============================================================
+SET NAMES utf8mb4;
+
+CREATE TABLE IF NOT EXISTS `customer_credit_apply` (
+  `apply_id`         BIGINT(20)    NOT NULL AUTO_INCREMENT COMMENT '申请单ID',
+  `apply_no`         VARCHAR(64)   NOT NULL COMMENT '申请单号（EDSQ前缀）',
+  `customer_id`      BIGINT(20)    NOT NULL COMMENT '客户ID',
+  `account_id`       BIGINT(20)    DEFAULT NULL COMMENT '客户账户ID（审批通过时回写）',
+  `credit_type`      VARCHAR(16)   NOT NULL COMMENT '额度类型：CREDIT信用额度 TEMP临时额度（额外额度）',
+  `adjust_mode`      VARCHAR(8)    NOT NULL COMMENT '调整方式：SET设置为 ADD增加 SUB减少',
+  `change_amount`    DECIMAL(18,2) NOT NULL COMMENT '调整金额（恒为正数，方式看adjust_mode）',
+  `effective_date`   DATE          DEFAULT NULL COMMENT '临时额度生效日期',
+  `expire_date`      DATE          DEFAULT NULL COMMENT '临时额度失效日期（空=长期）',
+  `reason`           VARCHAR(255)  NOT NULL COMMENT '调整原因',
+  `status`           VARCHAR(16)   NOT NULL DEFAULT 'PENDING' COMMENT '状态：PENDING待审批 APPROVED已通过 REJECTED已驳回 CANCELLED已撤销',
+  `apply_by`         VARCHAR(64)   DEFAULT '' COMMENT '申请人',
+  `apply_user_id`    BIGINT(20)    DEFAULT NULL COMMENT '申请人ID',
+  `apply_time`       DATETIME      DEFAULT NULL COMMENT '申请时间',
+  `approve_by`       VARCHAR(64)   DEFAULT '' COMMENT '审批人',
+  `approve_user_id`  BIGINT(20)    DEFAULT NULL COMMENT '审批人ID',
+  `approve_time`     DATETIME      DEFAULT NULL COMMENT '审批时间',
+  `approve_remark`   VARCHAR(255)  DEFAULT NULL COMMENT '审批意见/驳回原因',
+  `flow_id`          BIGINT(20)    DEFAULT NULL COMMENT '审批通过后生成的额度流水ID（customer_credit_flow.id）',
+  `remark`           VARCHAR(500)  DEFAULT NULL COMMENT '备注',
+  `create_by`        VARCHAR(64)   DEFAULT '' COMMENT '创建者',
+  `create_time`      DATETIME      DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by`        VARCHAR(64)   DEFAULT '' COMMENT '更新者',
+  `update_time`      DATETIME      DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag`         CHAR(1)       DEFAULT '0' COMMENT '删除标志（0存在 1删除）',
+  PRIMARY KEY (`apply_id`),
+  UNIQUE KEY `uk_apply_no` (`apply_no`),
+  KEY `idx_customer_status` (`customer_id`, `status`),
+  KEY `idx_status` (`status`)
+) ENGINE=InnoDB AUTO_INCREMENT=1 DEFAULT CHARSET=utf8mb4 COMMENT='客户额度调整申请审批表';
+
+-- =============================================================
+-- 菜单：额度审批（挂在 2422 客户余额管理 下，与 2434 额度调整/申请 并列）
+-- =============================================================
+INSERT INTO sys_menu (menu_id, menu_name, parent_id, order_num, path, component, is_frame, is_cache, menu_type, visible, status, perms, icon, create_by, create_time, remark)
+SELECT 2439, N'额度审批', 2422, 2, '', NULL, 1, 0, 'F', '0', '0', 'customer:credit:approve', '#', 'admin', sysdate(), '客户信用/额外额度调整申请审批'
+FROM DUAL WHERE NOT EXISTS (SELECT 1 FROM sys_menu WHERE menu_id = 2439);
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 2, 2439 FROM DUAL
+WHERE NOT EXISTS (SELECT 1 FROM sys_role_menu WHERE role_id = 2 AND menu_id = 2439);
+
+-- =============================================================
+-- 下线“客户账单”独立页面（需求2）：
+-- 余额页“查看账单”改为跳转应收管理-应收账单（/ar/bill，菜单2401）并带客户条件
+-- 2435 客户账单(C) / 2436 账单详情(F) 删除；
+-- 2437 余额核销 / 2438 取消余额核销 仍在客户余额页使用，改挂到 2422 客户余额管理
+-- =============================================================
+DELETE FROM sys_role_menu WHERE menu_id IN (2435, 2436);
+DELETE FROM sys_menu WHERE menu_id IN (2435, 2436);
+UPDATE sys_menu SET parent_id = 2422 WHERE menu_id IN (2437, 2438);
+
+-- =============================================================
+-- 字典：客户业务类型 customer_type 补齐（原有仅 0直客）
+-- 0直客 1同行 2集运
+-- =============================================================
+INSERT INTO sys_dict_data (dict_sort, dict_label, dict_value, dict_type, css_class, list_class, is_default, status, create_by, create_time, remark)
+SELECT 1, N'同行', '1', 'customer_type', '', 'info', 'N', '0', 'admin', sysdate(), '同行客户'
+FROM DUAL WHERE NOT EXISTS (SELECT 1 FROM sys_dict_data WHERE dict_type = 'customer_type' AND dict_value = '1');
+INSERT INTO sys_dict_data (dict_sort, dict_label, dict_value, dict_type, css_class, list_class, is_default, status, create_by, create_time, remark)
+SELECT 2, N'集运', '2', 'customer_type', '', 'warning', 'N', '0', 'admin', sysdate(), '集运客户'
+FROM DUAL WHERE NOT EXISTS (SELECT 1 FROM sys_dict_data WHERE dict_type = 'customer_type' AND dict_value = '2');