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V3.2.0 结转不依赖考核记录 + 补发查对应月盈亏

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1. 结转不依赖考核记录：
   - 1月有结转但2月/3月无考核记录 → 创建虚拟group（目标=满月，实际=0）
   - 虚拟记录正常发放结转奖金
   - 无客户关联 → 不查盈亏，正常发放

2. 补发查对应月盈亏：
   - 补发1月 → 查1月亏损表
   - 补发2月 → 查2月亏损表
   - 当月/结转/累计补发 → 查当月亏损表
   - 奖金发放记录新增"盈亏查询月"列

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
kkfluous
2026-04-03 13:30:42 +08:00
parent ee962c97ae
commit da487c41d4
3 changed files with 76 additions and 17 deletions
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50
excel_writer.py
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@@ -199,14 +199,31 @@ def write_summary_jan(wb, records, loss_data=None, plate_client=None):
write_total(ws,rn,1,{'达标':jan_dl})
AW(ws)
def build_payment_records(month, month_data, loss_data, plate_client):
"""构建奖金发放记录列表，每条考核应发一行，叠加亏损筛选"""
def build_payment_records(month, month_data, all_loss_data, plate_client):
"""构建奖金发放记录列表，每条考核应发一行，叠加亏损筛选。
all_loss_data: {1: loss_dict, 2: loss_dict, 3: loss_dict_or_None}
补发X月 → 查X月盈亏；其他 → 查当月盈亏；无客户 → 正常发放
"""
# 发放类型→查哪个月盈亏
def get_loss_month(cat, settle_month):
if '补发1月' in cat: return 1
if '补发2月' in cat: return 2
if '补发3月' in cat: return 3
return settle_month
records = []
for cat, dl in month_data.items():
loss_month = get_loss_month(cat, month)
loss_data = all_loss_data.get(loss_month)
for d in dl:
client = (plate_client or {}).get(d['车牌'], '')
if loss_data:
loss_status = loss_data.get(client, '未匹配') if client else '未匹配'
# 无客户关联（如虚拟结转记录）→ 正常发放
if not client:
loss_status = '否'
elif loss_data:
loss_status = loss_data.get(client, '未匹配')
else:
loss_status = '未匹配' # 无亏损表视为未匹配，不发放
@@ -222,8 +239,9 @@ def build_payment_records(month, month_data, loss_data, plate_client):
'车牌号': d['车牌'],
'业务员': d['销售'],
'部门': d['部门'],
'客户名称': client,
'客户名称': client or '(无客户关联)',
'发放类型': cat,
'盈亏查询月': f'{loss_month}月',
'考核应发': 考核应发,
'客户盈亏': loss_status,
'亏损拦截': 拦截,
@@ -235,7 +253,7 @@ def write_payment_record_sheet(wb, month, payment_records):
"""写入奖金发放记录sheet"""
ws = wb.create_sheet(f'{month}月奖金发放记录')
headers = ['车牌号','业务员','部门','客户名称','发放类型',
headers = ['车牌号','业务员','部门','客户名称','发放类型','盈亏查询月',
'考核应发','客户盈亏','亏损拦截','实发金额']
WH(ws, headers)
@@ -246,25 +264,24 @@ def write_payment_record_sheet(wb, month, payment_records):
rn = 2
for r in sorted(payment_records, key=lambda x: (x['业务员'], x['车牌号'])):
WR(ws, rn, [r['车牌号'], r['业务员'], r['部门'], r['客户名称'], r['发放类型'],
r.get('盈亏查询月',''),
R(r['考核应发']), r['客户盈亏'], R(r['亏损拦截']), R(r['实发金额'])])
# 颜色
if r['客户盈亏'] == '是':
for ci in [7, 8, 9]: ws.cell(row=rn, column=ci).fill = red_fill
for ci in [8, 9, 10]: ws.cell(row=rn, column=ci).fill = red_fill
elif r['客户盈亏'] == '未匹配':
for ci in [7, 8, 9]: ws.cell(row=rn, column=ci).fill = yellow_fill
for ci in [8, 9, 10]: ws.cell(row=rn, column=ci).fill = yellow_fill
elif r['实发金额'] > 0:
ws.cell(row=rn, column=9).fill = green_fill
ws.cell(row=rn, column=10).fill = green_fill
rn += 1
# 合计行
total_应发 = sum(r['考核应发'] for r in payment_records)
total_拦截 = sum(r['亏损拦截'] for r in payment_records)
total_实发 = sum(r['实发金额'] for r in payment_records)
rn += 1
WR(ws, rn, ['', '', '', '', '合计', R(total_应发), '', R(total_拦截), R(total_实发)])
for ci in range(5, 10): ws.cell(row=rn, column=ci).font = Font(bold=True)
WR(ws, rn, ['', '', '', '', '合计', '', R(total_应发), '', R(total_拦截), R(total_实发)])
for ci in range(5, 11): ws.cell(row=rn, column=ci).font = Font(bold=True)
ws.auto_filter.ref = f"A1:I1"
ws.auto_filter.ref = f"A1:J1"
AW(ws)
return payment_records
@@ -428,7 +445,10 @@ def write_salesperson_sheet(wb, person, dept, settle_month, D, G, month_data, ve
if g_cur: break
if not g_cur: continue
first = g_cur['recs'][0]
if g_cur['recs']:
first = g_cur['recs'][0]
else:
first = {'合同编号':'','客户名称':'(无考核记录)','考核目标':g_cur.get('考核目标','')}
mkm = g_cur['目标km']
# 第1行：车辆信息 + 各月里程/目标