优化报销管理增加挂靠

go/controllers/backend_reimburse.go

@@ -37,6 +37,10 @@ type reimbursementItemPayload struct {
 	ReceiptFileIDs string  `json:"receipt_file_ids"`
 	ReceiptURLs    string  `json:"receipt_urls"`
 	ReceiptAmounts *string `json:"receipt_amounts,omitempty"`
+	// 发票挂靠：用指针区分「未传」与「传 0」。上传发票、保存票面金额等调用
+	// 不带这两个字段，此时必须保留明细原有的挂靠关系；只有显式传 0 才是解挂。
+	InvoiceFileID    *uint64  `json:"invoice_file_id"`
+	InvoiceUseAmount *float64 `json:"invoice_use_amount"`
 }
 
 type reimbursementPayload struct {
@@ -294,6 +298,15 @@ func applyReceiptToItem(item *models.BackendReimbursementItem, payload reimburse
 }
 
 func reimbursementItemDTO(item models.BackendReimbursementItem, scheme, host string) map[string]interface{} {
+	invoiceName := ""
+	if item.InvoiceFileID > 0 {
+		var f models.SystemFile
+		if err := models.Orm.QueryTable(new(models.SystemFile)).
+			Filter("id", item.InvoiceFileID).
+			Filter("delete_time__isnull", true).One(&f, "name"); err == nil {
+			invoiceName = f.Name
+		}
+	}
 	receiptFiles := resolveReceiptFiles(scheme, host, item)
 	receiptURLs := normalizeReceiptURLs(scheme, host, item.ReceiptURLs)
 	receiptFlag := item.ReceiptFlag
@@ -315,6 +328,9 @@ func reimbursementItemDTO(item models.BackendReimbursementItem, scheme, host str
 		"receipt_file_ids": item.ReceiptFileIDs,
 		"receipt_urls":     receiptURLs, "receipt_amounts": item.ReceiptAmounts,
 		"receipt_files": receiptFiles,
+		"invoice_file_id": item.InvoiceFileID,
+		"invoice_use_amount": item.InvoiceUseAmount,
+		"invoice_name": invoiceName,
 	}
 }
 
@@ -347,8 +363,10 @@ func (c *BackendReimburseController) List() {
 	pageSize, _ := c.GetInt("pageSize", 10)
 	keyword := strings.TrimSpace(c.GetString("keyword"))
 	status, statusErr := c.GetInt("status")
+	// 列表 tab：all（不传）/ unpaid（未报销）/ paid（已报销）
+	reimbursed := strings.TrimSpace(c.GetString("reimbursed"))
 
-	data, code, msg := reimburseListData(claims, page, pageSize, keyword, statusErr == nil, status)
+	data, code, msg := reimburseListData(claims, page, pageSize, keyword, statusErr == nil, status, reimbursed)
 	if msg != "" {
 		c.reply(code, msg, nil)
 		return
@@ -357,8 +375,9 @@ func (c *BackendReimburseController) List() {
 }
 
 // reimburseListData 报销单列表共享逻辑：Web 后台与移动端（/api/oa/expense/list）共用。
+// reimbursed 供 Web 列表的「全部/未报销/已报销」tab 使用，移动端传空串保持原行为。
 // 返回 (数据, HTTP 状态码, 错误信息)，错误信息为空串表示成功。
-func reimburseListData(claims *jwtutil.Claims, page, pageSize int, keyword string, hasStatus bool, status int) (map[string]interface{}, int, string) {
+func reimburseListData(claims *jwtutil.Claims, page, pageSize int, keyword string, hasStatus bool, status int, reimbursed string) (map[string]interface{}, int, string) {
 	if page < 1 {
 		page = 1
 	}
@@ -401,6 +420,20 @@ func reimburseListData(claims *jwtutil.Claims, page, pageSize int, keyword strin
 	if keyword != "" {
 		qs = qs.Filter("description__icontains", keyword)
 	}
+	// 「全部 / 未报销 / 已报销」：已通过(2) + 已打款(5) 算已报销，
+	// 草稿/审批中/已驳回/已撤回算未报销，口径与 dashboard 的 paid/unpaid 一致。
+	// 用 status__in 明确枚举，避免 Exclude 对 NULL 或新增状态的歧义；可与 status 精确筛选叠加。
+	reimbursedStatuses := []int8{reimbursementStatusApproved, reimbursementStatusPaid}
+	unreimbursedStatuses := []int8{
+		reimbursementStatusDraft, reimbursementStatusApproving,
+		reimbursementStatusRejected, reimbursementStatusWithdrawn,
+	}
+	switch reimbursed {
+	case "paid":
+		qs = qs.Filter("status__in", reimbursedStatuses)
+	case "unpaid":
+		qs = qs.Filter("status__in", unreimbursedStatuses)
+	}
 	if hasStatus {
 		qs = qs.Filter("status", status)
 	}
@@ -697,6 +730,232 @@ func validateReimbursementItem(item reimbursementItemPayload) (time.Time, error)
 	return date, nil
 }
 
+// ---------------------------------------------------------------- 发票挂靠
+
+// invoicePoolEntry 发票池中的一张票（按附件文件 ID 聚合）。
+type invoicePoolEntry struct {
+	FileID                uint64
+	Name                  string
+	URL                   string
+	ExpenseDate           string
+	Amount                float64 // 票面金额（receipt_amounts）
+	UsedAmount            float64 // 已被各明细占用的金额
+	SourceItemID          uint64
+	SourceReimbursementID uint64
+}
+
+// collectInvoicePool 聚合「当前报销单」内的发票及余额。
+//
+// 边界：只能挂靠本报销单里上传过的发票，不跨单据、不跨用户。
+// 口径：
+//   - 票面金额取「上传该票的明细行」receipt_amounts 对应值（OCR 或人工填写）；
+//   - 上传发票的明细按「明细金额 / 该行发票张数」自动占用额度，保证一条明细
+//     上传多张票时不会被重复占用；
+//   - 本单其它明细通过 invoice_file_id + invoice_use_amount 显式挂靠，累加占用；
+//   - 余额 = 票面 - 占用。明细删除（软删）后占用自动释放，无需额外回滚。
+//
+// excludeItemID 用于编辑某条明细时排除它自身的占用，得到「本单其它明细用完后
+// 还剩多少可挂靠」。
+func collectInvoicePool(claims *jwtutil.Claims, reimbursementID, excludeItemID uint64) ([]invoicePoolEntry, error) {
+	if reimbursementID == 0 {
+		return []invoicePoolEntry{}, nil
+	}
+	// 归属校验：只允许访问本人的报销单（tid + user_id + 未删除）
+	if _, err := findOwnedReimbursement(claims, reimbursementID); err != nil {
+		return nil, fmt.Errorf("报销单不存在")
+	}
+	var items []models.BackendReimbursementItem
+	_, err := models.Orm.QueryTable(new(models.BackendReimbursementItem)).
+		Filter("reimbursement_id", reimbursementID).
+		Filter("is_deleted", 0).
+		All(&items)
+	if err != nil && err != orm.ErrNoRows {
+		return nil, err
+	}
+
+	pool := map[uint64]*invoicePoolEntry{}
+	for i := range items {
+		row := &items[i]
+		if row.ID == excludeItemID {
+			continue
+		}
+		ids := parseReceiptFileIDs(row.ReceiptFileIDs)
+		if len(ids) == 0 {
+			continue
+		}
+		amountParts := parseReceiptAmounts(row.ReceiptAmounts)
+		urlParts := strings.Split(row.ReceiptURLs, ",")
+		share := row.Amount / float64(len(ids))
+		for idx, id := range ids {
+			entry := pool[id]
+			if entry == nil {
+				entry = &invoicePoolEntry{
+					FileID: id, SourceItemID: row.ID,
+					SourceReimbursementID: row.ReimbursementID,
+					ExpenseDate:           row.ExpenseDate.Format("2006-01-02"),
+				}
+				if idx < len(urlParts) {
+					entry.URL = strings.TrimSpace(urlParts[idx])
+				}
+				if idx < len(amountParts) && amountParts[idx] != "" {
+					entry.Amount, _ = strconv.ParseFloat(amountParts[idx], 64)
+				}
+				pool[id] = entry
+			}
+			entry.UsedAmount += share
+		}
+	}
+
+	for i := range items {
+		row := &items[i]
+		if row.ID == excludeItemID || row.InvoiceFileID == 0 || row.InvoiceUseAmount <= 0 {
+			continue
+		}
+		// 自己上传的票已按明细金额算过宿主占用，不重复累计
+		selfUploaded := false
+		for _, id := range parseReceiptFileIDs(row.ReceiptFileIDs) {
+			if id == row.InvoiceFileID {
+				selfUploaded = true
+				break
+			}
+		}
+		if selfUploaded {
+			continue
+		}
+		if entry := pool[row.InvoiceFileID]; entry != nil {
+			entry.UsedAmount += row.InvoiceUseAmount
+		}
+	}
+
+	// 一次性补齐文件名，避免逐票查询
+	ids := make([]uint64, 0, len(pool))
+	for id := range pool {
+		ids = append(ids, id)
+	}
+	if len(ids) > 0 {
+		var files []models.SystemFile
+		_, _ = models.Orm.QueryTable(new(models.SystemFile)).
+			Filter("id__in", ids).Filter("delete_time__isnull", true).All(&files, "id", "name")
+		names := map[uint64]string{}
+		for i := range files {
+			names[files[i].ID] = files[i].Name
+		}
+		for id, entry := range pool {
+			entry.Name = names[id]
+			if entry.Name == "" && entry.URL != "" {
+				entry.Name = path.Base(strings.Split(entry.URL, "?")[0])
+			}
+		}
+	}
+
+	result := make([]invoicePoolEntry, 0, len(pool))
+	for _, entry := range pool {
+		result = append(result, *entry)
+	}
+	sort.Slice(result, func(i, j int) bool {
+		if result[i].ExpenseDate == result[j].ExpenseDate {
+			return result[i].FileID > result[j].FileID
+		}
+		return result[i].ExpenseDate > result[j].ExpenseDate
+	})
+	return result, nil
+}
+
+// validateInvoiceLink 校验挂靠是否合法：只能挂靠当前报销单里上传的发票，
+// 且票面金额已维护、余额充足、本次使用额不超过明细金额。
+func validateInvoiceLink(claims *jwtutil.Claims, payload reimbursementItemPayload, reimbursementID, excludeItemID uint64) (int, string) {
+	// 未带挂靠字段（上传发票 / 保存票面金额等）表示不改挂靠关系，直接放行
+	if payload.InvoiceFileID == nil {
+		return 200, ""
+	}
+	fileID := *payload.InvoiceFileID
+	if fileID == 0 {
+		return 200, ""
+	}
+	useAmount := float64(0)
+	if payload.InvoiceUseAmount != nil {
+		useAmount = *payload.InvoiceUseAmount
+	}
+	if useAmount <= 0 {
+		return 400, "挂靠金额必须大于0"
+	}
+	if useAmount > payload.Amount+0.005 {
+		return 400, "挂靠金额不能超过本条费用明细金额"
+	}
+	// 本行已经上传这张票时无需再挂靠：宿主明细本身已按明细金额占用额度
+	for _, id := range parseReceiptFileIDs(payload.ReceiptFileIDs) {
+		if id == fileID {
+			return 400, "本条明细已上传该发票，无需重复挂靠"
+		}
+	}
+	// 发票池只取本报销单的明细，因此天然挡住跨单据 / 跨用户挂靠
+	pool, err := collectInvoicePool(claims, reimbursementID, excludeItemID)
+	if err != nil {
+		return 400, "报销单不存在或无法读取发票信息"
+	}
+	for _, entry := range pool {
+		if entry.FileID != fileID {
+			continue
+		}
+		if entry.Amount <= 0 {
+			return 400, "所选发票未维护票面金额，请先在「核对发票金额」中填写"
+		}
+		remain := entry.Amount - entry.UsedAmount
+		if useAmount > remain+0.005 {
+			return 400, fmt.Sprintf("发票余额不足，当前剩余 ¥%.2f", remain)
+		}
+		return 200, ""
+	}
+	return 400, "该发票不属于当前报销单，或已无余额；请取消挂靠后选择本单上传的发票"
+}
+
+// AvailableInvoices GET /backend/reimbursements/invoices/available?reimbursement_id=
+// 返回「当前报销单」内仍有余额、可供挂靠的发票；其它报销单的发票一律不可见。
+func (c *BackendReimburseController) AvailableInvoices() {
+	claims, ok := c.claims()
+	if !ok {
+		c.reply(401, "未登录或无权限", nil)
+		return
+	}
+	reimbursementID, err := strconv.ParseUint(strings.TrimSpace(c.GetString("reimbursement_id")), 10, 64)
+	if err != nil || reimbursementID == 0 {
+		c.reply(400, "缺少报销单ID", nil)
+		return
+	}
+	excludeID, _ := strconv.ParseUint(strings.TrimSpace(c.GetString("exclude_item_id")), 10, 64)
+	keyword := strings.ToLower(strings.TrimSpace(c.GetString("keyword")))
+	pool, err := collectInvoicePool(claims, reimbursementID, excludeID)
+	if err != nil {
+		c.reply(400, "报销单不存在或无法读取发票信息", nil)
+		return
+	}
+	scheme, host := services.PublicRequestBaseURL(&c.Controller)
+	list := make([]map[string]interface{}, 0, len(pool))
+	for _, entry := range pool {
+		remain := entry.Amount - entry.UsedAmount
+		if entry.Amount <= 0 || remain <= 0.005 {
+			continue
+		}
+		if keyword != "" && !strings.Contains(strings.ToLower(entry.Name), keyword) {
+			continue
+		}
+		list = append(list, map[string]interface{}{
+			"file_id":                 entry.FileID,
+			"name":                    entry.Name,
+			"url":                     services.ResolvePublicURL(scheme, host, entry.URL),
+			"amount":                  entry.Amount,
+			"used_amount":             entry.UsedAmount,
+			"remain_amount":           remain,
+			"source_item_id":          entry.SourceItemID,
+			"source_reimbursement_id": entry.SourceReimbursementID,
+			"expense_date":            entry.ExpenseDate,
+		})
+	}
+	c.reply(200, "success", map[string]interface{}{"list": list})
+}
+
+// ---------------------------------------------------------------- 发票挂靠结束
+
 // canEditReimbursement 可编辑状态：草稿、已驳回、已撤回。
 // 审批中需先撤回；已通过/已打款不可编辑，保证审批结果与打款金额不被改动。
 func canEditReimbursement(status int8) bool {
@@ -835,16 +1094,31 @@ func reimburseAddItemCore(claims *jwtutil.Claims, reimbursementID uint64, payloa
 	if err != nil {
 		return nil, 400, err.Error()
 	}
+	if code, msg := validateInvoiceLink(claims, payload, reimbursementID, 0); msg != "" {
+		return nil, code, msg
+	}
 	uid := uint64(claims.UserID)
 	quantity := payload.Quantity
 	if quantity <= 0 {
 		quantity = 1
 	}
+	fileID := uint64(0)
+	useAmount := float64(0)
+	if payload.InvoiceFileID != nil {
+		fileID = *payload.InvoiceFileID
+	}
+	if payload.InvoiceUseAmount != nil {
+		useAmount = *payload.InvoiceUseAmount
+	}
+	if fileID == 0 {
+		useAmount = 0
+	}
 	item := &models.BackendReimbursementItem{
 		Tid: uint64(claims.TenantId), UID: &uid, ReimbursementID: reimbursementID,
 		ExpenseType: strings.TrimSpace(payload.ExpenseType), ExpenseDate: date,
 		Amount: payload.Amount, Quantity: quantity, UnitPrice: payload.UnitPrice,
 		Description: strings.TrimSpace(payload.Description),
+		InvoiceFileID: fileID, InvoiceUseAmount: useAmount,
 	}
 	applyReceiptToItem(item, payload, scheme, host)
 	if _, err := models.Orm.Insert(item); err != nil {
@@ -904,10 +1178,27 @@ func reimburseUpdateItemCore(claims *jwtutil.Claims, reimbursementID, itemID uin
 	if err != nil {
 		return nil, 400, err.Error()
 	}
+	if code, msg := validateInvoiceLink(claims, payload, reimbursementID, itemID); msg != "" {
+		return nil, code, msg
+	}
 	quantity := payload.Quantity
 	if quantity <= 0 {
 		quantity = 1
 	}
+	// 只有显式携带挂靠字段才改动挂靠关系；上传发票 / 保存票面金额等请求
+	// 不带这两个字段，必须保留原有挂靠，避免被清零。
+	if payload.InvoiceFileID != nil {
+		fileID := *payload.InvoiceFileID
+		useAmount := float64(0)
+		if payload.InvoiceUseAmount != nil {
+			useAmount = *payload.InvoiceUseAmount
+		}
+		if fileID == 0 {
+			useAmount = 0
+		}
+		item.InvoiceFileID = fileID
+		item.InvoiceUseAmount = useAmount
+	}
 	item.ExpenseType = strings.TrimSpace(payload.ExpenseType)
 	item.ExpenseDate = date
 	item.Amount = payload.Amount
@@ -1300,6 +1591,13 @@ const (
 	reimbursementStatusPaid      int8 = 5 // 已打款
 )
 
+// isReimbursedStatus 判断报销单是否属于「已报销」。
+// 业务口径：审批已通过(2) 与已打款(5) 均算已报销；
+// 草稿(0) / 审批中(1) / 已驳回(3) / 已撤回(4) 均为未报销。
+func isReimbursedStatus(status int8) bool {
+	return status == reimbursementStatusApproved || status == reimbursementStatusPaid
+}
+
 // UpdateStatus POST /backend/reimbursements/:id/status — 报销人确认款项到账（置为「已打款」）。
 // 其它状态均由审批引擎/流程动作推进，不再支持手工变更。
 func (c *BackendReimburseController) UpdateStatus() {
@@ -1729,7 +2027,7 @@ func (c *BackendReimburseController) Dashboard() {
 	addTo := func(stat map[string]interface{}, row *models.BackendReimbursement) {
 		stat["total"] = stat["total"].(float64) + row.TotalAmount
 		stat["count"] = stat["count"].(int) + 1
-		if row.Status == 5 { // 已打款视为已报销
+		if isReimbursedStatus(row.Status) { // 已通过 / 已打款均视为已报销
 			stat["paid"] = stat["paid"].(float64) + row.TotalAmount
 		} else {
 			stat["unpaid"] = stat["unpaid"].(float64) + row.TotalAmount