Step 10：费用管理

2025-12-16 19:35:26 +08:00
parent 882fcb0963
commit 156e02ff3a
97 changed files with 509 additions and 1 deletions
@@ -0,0 +1,190 @@
+import uuid
+from datetime import date
+
+from fastapi import APIRouter, Depends, HTTPException, status
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.core.deps import get_current_user, get_db_session, require_study_member, require_study_roles
+from app.crud import audit as audit_crud
+from app.crud import finance as finance_crud
+from app.crud import study as study_crud
+from app.schemas.finance import FinanceCreate, FinanceRead, FinanceStatusUpdate, FinanceUpdate
+
+router = APIRouter()
+
+
+async def _ensure_study_exists(db: AsyncSession, study_id: uuid.UUID):
+    study = await study_crud.get(db, study_id)
+    if not study:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Study not found")
+    return study
+
+
+def _with_month(item: FinanceRead) -> FinanceRead:
+    item.month = item.occur_date.strftime("%Y-%m")
+    return item
+
+
+@router.post(
+    "/items",
+    response_model=FinanceRead,
+    status_code=status.HTTP_201_CREATED,
+    dependencies=[Depends(require_study_roles(["PM", "CRA"]))],
+)
+async def create_finance_item(
+    study_id: uuid.UUID,
+    item_in: FinanceCreate,
+    db: AsyncSession = Depends(get_db_session),
+    current_user=Depends(get_current_user),
+) -> FinanceRead:
+    await _ensure_study_exists(db, study_id)
+    try:
+        item = await finance_crud.create_item(db, study_id, item_in, created_by=current_user.id)
+    except ValueError as exc:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(exc)) from exc
+    await audit_crud.log_action(
+        db,
+        study_id=study_id,
+        entity_type="finance",
+        entity_id=item.id,
+        action="CREATE_FINANCE_ITEM",
+        detail=f"Finance {item.id} created",
+        operator_id=current_user.id,
+        operator_role=current_user.role,
+    )
+    return _with_month(FinanceRead.model_validate(item))
+
+
+@router.get(
+    "/items",
+    response_model=list[FinanceRead],
+    dependencies=[Depends(require_study_member())],
+)
+async def list_finance_items(
+    study_id: uuid.UUID,
+    status_filter: str | None = None,
+    category: str | None = None,
+    site_id: uuid.UUID | None = None,
+    subject_id: uuid.UUID | None = None,
+    date_from: date | None = None,
+    date_to: date | None = None,
+    skip: int = 0,
+    limit: int = 100,
+    db: AsyncSession = Depends(get_db_session),
+) -> list[FinanceRead]:
+    await _ensure_study_exists(db, study_id)
+    items = await finance_crud.list_items(
+        db,
+        study_id,
+        status=status_filter,
+        category=category,
+        site_id=site_id,
+        subject_id=subject_id,
+        date_from=date_from,
+        date_to=date_to,
+        skip=skip,
+        limit=limit,
+    )
+    return [_with_month(FinanceRead.model_validate(i)) for i in items]
+
+
+@router.get(
+    "/items/{item_id}",
+    response_model=FinanceRead,
+    dependencies=[Depends(require_study_member())],
+)
+async def get_finance_item(
+    study_id: uuid.UUID,
+    item_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db_session),
+) -> FinanceRead:
+    await _ensure_study_exists(db, study_id)
+    item = await finance_crud.get_item(db, item_id)
+    if not item or item.study_id != study_id:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Finance item not found")
+    return _with_month(FinanceRead.model_validate(item))
+
+
+@router.patch(
+    "/items/{item_id}",
+    response_model=FinanceRead,
+    dependencies=[Depends(require_study_roles(["PM", "CRA"]))],
+)
+async def update_finance_item(
+    study_id: uuid.UUID,
+    item_id: uuid.UUID,
+    item_in: FinanceUpdate,
+    db: AsyncSession = Depends(get_db_session),
+    current_user=Depends(get_current_user),
+) -> FinanceRead:
+    await _ensure_study_exists(db, study_id)
+    item = await finance_crud.get_item(db, item_id)
+    if not item or item.study_id != study_id:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Finance item not found")
+    try:
+        updated = await finance_crud.update_item_draft(db, item, item_in)
+    except ValueError as exc:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(exc)) from exc
+    await audit_crud.log_action(
+        db,
+        study_id=study_id,
+        entity_type="finance",
+        entity_id=item_id,
+        action="UPDATE_FINANCE_ITEM",
+        detail=f"Finance {item_id} updated",
+        operator_id=current_user.id,
+        operator_role=current_user.role,
+    )
+    return _with_month(FinanceRead.model_validate(updated))
+
+
+@router.post(
+    "/items/{item_id}/status",
+    response_model=FinanceRead,
+    dependencies=[Depends(require_study_member())],
+)
+async def change_finance_status(
+    study_id: uuid.UUID,
+    item_id: uuid.UUID,
+    status_in: FinanceStatusUpdate,
+    db: AsyncSession = Depends(get_db_session),
+    current_user=Depends(get_current_user),
+) -> FinanceRead:
+    await _ensure_study_exists(db, study_id)
+    item = await finance_crud.get_item(db, item_id)
+    if not item or item.study_id != study_id:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Finance item not found")
+
+    # permission by status target
+    from app.crud import member as member_crud
+    member = await member_crud.get_member(db, study_id, current_user.id)
+    member_role = member.role_in_study if member else None
+
+    target = status_in.status
+    if target in {"SUBMITTED"}:
+        if current_user.role != "ADMIN" and member_role not in {"PM", "CRA"}:
+            raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="Insufficient permissions")
+    elif target in {"APPROVED", "REJECTED", "PAID"}:
+        if current_user.role != "ADMIN" and member_role not in {"PM"}:
+            raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="Insufficient permissions")
+    else:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Unsupported status")
+
+    old_status = item.status
+    try:
+        updated = await finance_crud.change_status(db, item, status_in, operator_id=current_user.id)
+    except ValueError as exc:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(exc)) from exc
+    detail = f"Finance {item_id} {old_status} -> {status_in.status}"
+    action = "FINANCE_STATUS_CHANGE"
+    await audit_crud.log_action(
+        db,
+        study_id=study_id,
+        entity_type="finance",
+        entity_id=item_id,
+        action=action,
+        detail=detail,
+        operator_id=current_user.id,
+        operator_role=current_user.role,
+    )
+    return _with_month(FinanceRead.model_validate(updated))
@@ -0,0 +1,32 @@
+import uuid
+from datetime import date
+
+from fastapi import APIRouter, Depends
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.core.deps import get_db_session, require_study_member
+from app.crud import finance as finance_crud
+from app.crud import study as study_crud
+from app.schemas.finance import FinanceSummaryRead
+
+router = APIRouter()
+
+
+@router.get("/summary", response_model=FinanceSummaryRead, dependencies=[Depends(require_study_member())])
+async def finance_summary(
+    study_id: uuid.UUID,
+    date_from: date | None = None,
+    date_to: date | None = None,
+    db: AsyncSession = Depends(get_db_session),
+) -> FinanceSummaryRead:
+    # ensure study exists
+    await study_crud.get(db, study_id)
+    row = await finance_crud.summary(db, study_id, date_from=date_from, date_to=date_to)
+    return FinanceSummaryRead(
+        total_amount=row.total_amount,
+        paid_amount=row.paid_amount,
+        approved_amount=row.approved_amount,
+        submitted_amount=row.submitted_amount,
+        count_total=row.count_total,
+        count_paid=row.count_paid,
+    )
@@ -1,6 +1,6 @@
 from fastapi import APIRouter

-from app.api.v1 import auth, users, studies, sites, members, comments, attachments, audit_logs, milestones, tasks, dashboard, subjects, visits, aes, issues, data_queries, verifications, imp_products, imp_batches, imp_inventory, imp_transactions
+from app.api.v1 import auth, users, studies, sites, members, comments, attachments, audit_logs, milestones, tasks, dashboard, subjects, visits, aes, issues, data_queries, verifications, imp_products, imp_batches, imp_inventory, imp_transactions, finance, finance_dashboard

 api_router = APIRouter()
 api_router.include_router(auth.router, prefix="/auth", tags=["auth"])
@@ -24,3 +24,5 @@ api_router.include_router(imp_products.router, prefix="/studies/{study_id}/imp/p
 api_router.include_router(imp_batches.router, prefix="/studies/{study_id}/imp/batches", tags=["imp-batches"])
 api_router.include_router(imp_inventory.router, prefix="/studies/{study_id}/imp/inventory", tags=["imp-inventory"])
 api_router.include_router(imp_transactions.router, prefix="/studies/{study_id}/imp/transactions", tags=["imp-transactions"])
+api_router.include_router(finance.router, prefix="/studies/{study_id}/finance", tags=["finance"])
+api_router.include_router(finance_dashboard.router, prefix="/studies/{study_id}/finance", tags=["finance"])