优化项目管理

go/controllers/backend_crm_payback.go

@@ -229,6 +229,11 @@ func (c *BackendCrmPaybackController) Create() {
 		return
 	}
 	tenantID := pipelineTenantID(claims)
+	// 回款已全部收齐（进度 100%）的合同不允许再新建回款计划（与回款进度汇总口径一致）
+	if paybackContractPaidOff(tenantID, p.ContractID) {
+		pipelineErr(&c.Controller, 400, 400, "回款已全部完成（进度 100%），不可再新建回款计划")
+		return
+	}
 
 	itemsJSON, totalAmount, err := normalizePaybackItems(p.Items)
 	if err != nil {
@@ -308,6 +313,11 @@ func (c *BackendCrmPaybackController) Update() {
 		pipelineErr(&c.Controller, 403, 403, "无权操作该回款计划数据")
 		return
 	}
+	// 已完成（回款已收齐）的回款计划不允许编辑，保证已收齐数据稳定
+	if row.Status == 2 {
+		pipelineErr(&c.Controller, 400, 400, "该回款计划已完成（回款已收齐），不允许编辑")
+		return
+	}
 
 	if p.ContractID > 0 {
 		row.ContractID = &p.ContractID
@@ -393,7 +403,7 @@ func (c *BackendCrmPaybackController) Delete() {
 		pipelineErr(&c.Controller, 403, 403, "只有创建人、租户管理员或平台管理员可以删除该回款计划")
 		return
 	}
-	// 已完成（回款已收齐）的回款计划不允许删除
+	// 已完成（回款已收齐）的回款计划不允许删除，避免破坏已收齐数据
 	if row.Status == 2 {
 		pipelineErr(&c.Controller, 400, 400, "该回款计划已完成（回款已收齐），不允许删除")
 		return
@@ -801,6 +811,11 @@ func (c *BackendCrmPaybackController) CreateRecord() {
 		pipelineErr(&c.Controller, 404, 404, "回款计划不存在")
 		return
 	}
+	// 计划已完成（回款已收齐）时不允许再新建回款记录
+	if plan.Status == 2 {
+		pipelineErr(&c.Controller, 400, 400, "该回款计划已完成（回款已收齐），不可再新建回款记录")
+		return
+	}
 	payMethod := p.PayMethod
 	if payMethod <= 0 {
 		payMethod = plan.PayMethod
@@ -950,6 +965,115 @@ func (c *BackendCrmPaybackController) UpdateRecord() {
 	})
 }
 
+// paybackOverdueDateByContracts 批量计算各合同的「回款逾期日期」（yyyy-MM-dd，取最早）：
+// 合同下全部未收齐回款计划中，存在「未收齐且已过计划回款日期」的明细时取最早日期；
+// 与回款逾期联动（合同置「异常」）同一判定口径，供合同列表 / 详情的「逾期」标签一并参考。
+func paybackOverdueDateByContracts(tenantID string, contractIDs []uint64) map[uint64]string {
+	out := make(map[uint64]string)
+	if models.Orm == nil || tenantID == "" || len(contractIDs) == 0 {
+		return out
+	}
+	today := time.Now().Format("2006-01-02")
+	var plans []models.TenantCrmPayback
+	if _, err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("tenant_id", tenantID).
+		Filter("contract_id__in", contractIDs).
+		Filter("delete_time__isnull", true).
+		Filter("status__ne", 2). // 已收齐（已完成）的计划跳过
+		All(&plans, "id", "contract_id", "items"); err != nil {
+		return out
+	}
+	if len(plans) == 0 {
+		return out
+	}
+	// 回款记录按「计划 + 明细序号」汇总（item_seq=0 视为整单登记，不计入任何明细）
+	planIDs := make([]uint64, 0, len(plans))
+	for i := range plans {
+		planIDs = append(planIDs, plans[i].ID)
+	}
+	var recs []models.TenantCrmPaybackRecord
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmPaybackRecord)).
+		Filter("payback_id__in", planIDs).
+		Filter("delete_time__isnull", true).
+		All(&recs, "payback_id", "item_seq", "amount")
+	receivedByPlan := make(map[uint64]map[int]float64, len(plans))
+	for _, r := range recs {
+		if r.ItemSeq <= 0 {
+			continue
+		}
+		m := receivedByPlan[r.PaybackID]
+		if m == nil {
+			m = make(map[int]float64)
+			receivedByPlan[r.PaybackID] = m
+		}
+		m[r.ItemSeq] += r.Amount
+	}
+	for i := range plans {
+		plan := plans[i]
+		if plan.ContractID == nil || *plan.ContractID == 0 {
+			continue
+		}
+		date := paybackPlanEarliestOverdueDate(plan, receivedByPlan[plan.ID], today)
+		if date == "" {
+			continue
+		}
+		cid := *plan.ContractID
+		if cur, ok := out[cid]; !ok || date < cur {
+			out[cid] = date
+		}
+	}
+	return out
+}
+
+// paybackPlanEarliestOverdueDate 计划明细中最早的「未收齐且已过计划回款日期」的日期；无逾期返回空串。
+func paybackPlanEarliestOverdueDate(plan models.TenantCrmPayback, receivedBySeq map[int]float64, today string) string {
+	items := parsePaybackItems(plan.Items)
+	if len(items) == 0 {
+		return ""
+	}
+	earliest := ""
+	for _, it := range items {
+		received := receivedBySeq[it.Seq]
+		if it.ReceivedAmount > received {
+			received = it.ReceivedAmount
+		}
+		if it.Amount > 0 && received >= it.Amount {
+			continue // 已收齐
+		}
+		planDate := strings.TrimSpace(it.PlanDate)
+		if len(planDate) > 10 {
+			planDate = planDate[:10]
+		}
+		if planDate == "" || planDate >= today {
+			continue
+		}
+		if earliest == "" || planDate < earliest {
+			earliest = planDate
+		}
+	}
+	return earliest
+}
+
+// paybackContractPaidOff 判断某合同的回款是否已全部收齐（进度 100%）：
+// 汇总该合同全部有效回款计划的计划总额与已回款金额，口径与回款进度列表的汇总一致。
+// 已收齐时不允许再新建回款计划（避免收齐后继续追加，保证对账数据稳定）。
+func paybackContractPaidOff(tenantID string, contractID uint64) bool {
+	if contractID == 0 {
+		return false
+	}
+	var plans []models.TenantCrmPayback
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("tenant_id", tenantID).
+		Filter("contract_id", contractID).
+		Filter("delete_time__isnull", true).All(&plans)
+	var planned, received float64
+	for _, p := range plans {
+		planned = round2(planned + p.TotalAmount)
+		received = round2(received + p.ReceivedAmount)
+	}
+	return planned > 0 && received+0.005 >= planned
+}
+
 // refreshPlanReceived 按回款记录重算计划的已回款金额，并同步计划状态（1进行中 / 2已完成）。
 func refreshPlanReceived(tenantID string, paybackID uint64) {
 	if paybackID == 0 {