feat: 车辆考核追踪sheet移到业务员sheet前面

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

calc_engine.py

@@ -169,6 +169,16 @@ def collect_vehicle_payments(G, feb_data, mar_data):
         for i, r in enumerate(records): r['期数'] = i + 1
     return payments, info
 
+# (归属公司+车型) → 考核目标 映射，用于补全无考核记录的车辆
+VEHICLE_TARGET_MAP = {
+    ('广州开发区交投氢能运营管理有限公司', '4.5吨冷链车'): ('交投190辆4.5T冷链车', 3000, 150),
+    ('广州开发区交投氢能运营管理有限公司', '4.5吨货车'): ('交投40辆4.5T普货', 3000, 150),
+    ('羚牛氢能科技(广东)有限公司', '4.5吨冷链车'): ('羚牛136辆4.5T冷链车', 5000, 260),
+    ('羚牛氢能科技(广东)有限公司', '18吨双飞翼货车'): ('羚牛100辆18T', 6000, 1000),
+    ('现代氢能科技(广州)有限公司', '4.5吨货车'): ('恒运50辆4.5T普货', 5000, 260),
+    ('现代氢能科技（广州）有限公司', '4.5吨货车'): ('恒运50辆4.5T普货', 5000, 260),
+}
+
 def read_master_vehicles(fp='里程任务考核_Q1汇总.xlsx'):
     """从现有Q1汇总文件读取全量车辆台账"""
     wb = openpyxl.load_workbook(fp, data_only=True)

excel_writer.py

@@ -186,88 +186,150 @@ def write_summary_month(wb, month, month_data, section_names):
 # ============================================================
 
 def write_salesperson_sheet(wb, person, dept, settle_month, D, G, month_data, vehicle_payments):
-    ws = wb.create_sheet(f'业务员_{person}')
+    short_dept = dept.replace('业务','') if '业务' in dept else dept
-    ws.cell(row=1,column=1,value=f'{person} | {dept} | {settle_month}月考核').font=Font(bold=True,size=14)
+    ws = wb.create_sheet(f'{short_dept}-{person}')
+    ws.cell(row=1,column=1,value=f'{person} | {dept} | {settle_month}月绩效对账单').font=Font(bold=True,size=14)
 
-    # 收集该人在1-settle_month中有记录的所有车牌
     plates = set()
     for m in range(1, settle_month+1):
         for k in G.get(m, {}):
             if k[1] == person: plates.add(k[0])
 
-    # 本月发放总额
     person_total = sum(d['额'] for cat,dl in month_data.items() for d in dl if d['销售']==person)
     ws.cell(row=2,column=1,value=f'本月考核车辆: {len(plates)}辆 | 本月发放合计: {R(person_total)}元').font=Font(bold=True,size=11)
 
-    rn = 4
+    # 表头：车辆信息 + 各月里程/目标 + 累计 + 奖金池
+    headers = ['车牌号','考核目标','月奖励']
+    for m in range(1, settle_month+1):
+        headers.append(f'{m}月里程/目标')
+    if settle_month >= 2:
+        headers += ['累计里程/目标']
+    headers.append('达标')
+    WH(ws, headers, 4)
+
+    rn = 5
     for plate in sorted(plates):
-        # 车辆信息（取最近月的group）
         g_cur = None
         for m in range(settle_month, 0, -1):
             g_cur = G.get(m, {}).get((plate, person))
             if g_cur: break
         if not g_cur: continue
+
         first = g_cur['recs'][0]
+        mkm = g_cur['目标km']
 
-        ws.cell(row=rn,column=1,value=plate).font=Font(bold=True,size=11)
+        # 第1行：车辆信息 + 各月里程/目标
-        ws.cell(row=rn,column=2,value=first.get('合同编号',''))
+        row = [plate, first.get('考核目标',''), g_cur['奖励额']]
-        ws.cell(row=rn,column=3,value=first.get('客户名称',''))
-        ws.cell(row=rn,column=4,value=first.get('考核目标',''))
-        ws.cell(row=rn,column=5,value=f'月度目标{g_cur["目标km"]}km | 月奖励{g_cur["奖励额"]}元')
-        rn += 1
-
-        # 表头
-        headers = ['月份','考核天数','应考核里程','实际里程','完成率','达标','本月奖金','发放类型']
-        if settle_month >= 2:
-            headers += ['累计应完成','累计实际','累计达标']
-        WH(ws, headers, rn); rn += 1
-
-        # 每月一行
         cum_t = 0; cum_a = 0
         for m in range(1, settle_month+1):
             gm = G.get(m, {}).get((plate, person))
-            if not gm:
+            if gm:
-                WR(ws, rn, [f'{m}月','','','','','无记录']); rn+=1; continue
-
                 t=gm['应考核']; a=gm['实际']; cum_t+=t; cum_a+=a
-            qual='达标' if gm['有达标'] else '未达标'
+                row.append(f'{R(a,0)}/{R(t,0)}')
-            rate=R(a/t*100,0) if t>0 else 0
-
-            # 发放类型和金额
-            pay_type=''; pay_amt=0
-            if m == settle_month:
-                carry=gm.get('结转',0); bonus=gm.get('当月奖金',0)
-                cum_bp=gm.get(f'累计补发{m}月',0)
-                if carry>0: pay_type='结转'; pay_amt=carry
-                elif bonus>0: pay_type='当月达标'; pay_amt=bonus
-                elif cum_bp>0: pay_type=f'累计补发'; pay_amt=cum_bp
             else:
-                if gm['有达标']: pay_type='(已发)'; pay_amt=gm.get('奖金',0)
+                row.append('-')
-                else: pay_type='(未达标)'
-
-            row_data=[f'{m}月',gm['天数'],R(t),R(a),f'{rate}%',qual,R(pay_amt) if pay_amt>0 else 0,pay_type]
         if settle_month >= 2:
-                cum_q='达标' if (cum_a>=cum_t and cum_t>0) else '未达标'
+            row.append(f'{R(cum_a,0)}/{R(cum_t,0)}')
-                row_data+=[R(cum_t),R(cum_a),cum_q]
+        cum_q = cum_a >= cum_t and cum_t > 0
-            WR(ws,rn,row_data); rn+=1
+        # 达标判断：取settle_month的group
+        g_s = G.get(settle_month, {}).get((plate, person))
+        if g_s and g_s.get('有达标'):
+            row.append('达标')
+        elif cum_q:
+            row.append('累计达标')
+        else:
+            row.append('未达标')
+        WR(ws, rn, row)
+        ws.cell(row=rn, column=1).font = Font(bold=True)
+        rn += 1
 
-        # 补发行（当前月补发之前月份）
+        # 第2-N行：发放明细（历史已发 + 本月发放）
-        if settle_month >= 2:
+        WH(ws, ['', '发放项', '金额', '说明', '奖金池'], rn); rn += 1
+
+        pays = vehicle_payments.get(plate, [])
+        pays_to_date = [p for p in pays if p['结算月'] <= settle_month]
+        total_periods = len(pays_to_date)
+
+        # 历史已发（m < settle_month）
+        for m in range(1, settle_month):
+            gm = G.get(m, {}).get((plate, person))
+            # 查该月是否有发放记录
+            m_pays = [p for p in pays_to_date if p['结算月'] == m and p['业务员'] == person]
+            if m_pays:
+                amt = sum(p['金额'] for p in m_pays)
+                types = ', '.join(p['类型'] for p in m_pays)
+                WR(ws, rn, ['', f'{m}月: 已发', R(amt), types, ''])
+            elif gm:
+                # 有考核但未发
+                # 检查是否在后续月被补发过（settle_month之前）
+                bp_pays = [p for p in pays_to_date if p['对应考核月'] == m and p['业务员'] == person]
+                if bp_pays:
+                    amt = sum(p['金额'] for p in bp_pays)
+                    sm = bp_pays[0]['结算月']
+                    WR(ws, rn, ['', f'{m}月: 已发', R(amt), f'{sm}月补发', ''])
+                else:
+                    WR(ws, rn, ['', f'{m}月: 未发', 0, f'未达标(实际{R(gm["实际"],0)}<目标{R(gm["应考核"],0)})', ''])
+            else:
+                WR(ws, rn, ['', f'{m}月: 无记录', '', '', ''])
+            rn += 1
+
+        # 本月发放
         g_s = G.get(settle_month, {}).get((plate, person), {})
+        if not isinstance(g_s, dict): g_s = {}
+        gm_s = G.get(settle_month, {}).get((plate, person))
+        plate_this_month = 0
+
+        # 结转
+        carry = g_s.get('结转', 0)
+        if carry > 0:
+            prev = settle_month - 1
+            g_prev = G.get(prev, {}).get((plate, person))
+            prev_excess = sum(r['多跑'] for r in g_prev['recs'] if r['是否达标'] == '达标') if g_prev else 0
+            WR(ws, rn, ['', '结转', R(carry), f'{prev}月多跑{R(prev_excess,0)}≥{mkm}，结转(完整月奖金)', ''])
+            plate_this_month += carry; rn += 1
+
+        # 补发过去月份
         for prev_m in range(1, settle_month):
             bp_key = f'补发{prev_m}月'
-                bp_amt = g_s.get(bp_key, 0) if isinstance(g_s, dict) else 0
+            bp_amt = g_s.get(bp_key, 0)
             if bp_amt > 0:
-                    row_data = [f'→补发{prev_m}月','','','','','',R(bp_amt),f'补发{prev_m}月']
+                WR(ws, rn, ['', f'补发{prev_m}月', R(bp_amt), f'累计{R(cum_a,0)}≥{R(cum_t,0)}达标，补发{prev_m}月', ''])
-                    if settle_month>=2: row_data += ['','','']
+                plate_this_month += bp_amt; rn += 1
-                    WR(ws,rn,row_data); rn+=1
 
-        # 奖金池
+        # 当月
-        pays = vehicle_payments.get(plate, [])
+        bonus = g_s.get('当月奖金', 0)
-        total_periods = len(pays)
+        if bonus > 0:
-        plate_this = sum(p['金额'] for p in pays if p['结算月']==settle_month and p['业务员']==person)
+            excess = sum(r['多跑'] for r in gm_s['recs'] if r['是否达标'] == '达标') if gm_s else 0
-        ws.cell(row=rn,column=1,value=f'小计: {R(plate_this)}元 | 奖金池: 已发{total_periods}期/共12期, 剩余{12-total_periods}期').font=Font(italic=True)
+            desc = '当月达标'
-        rn += 2
+            if excess > 0 and mkm > 0 and int(excess // mkm) >= 1:
+                desc += f'，多跑{R(excess,0)}≥{mkm}可结转'
+            WR(ws, rn, ['', f'{settle_month}月当月', R(bonus), desc, ''])
+            plate_this_month += bonus; rn += 1
+
+        # 累计补发当月
+        cum_bp = g_s.get(f'累计补发{settle_month}月', 0)
+        if cum_bp > 0:
+            WR(ws, rn, ['', f'累计补发{settle_month}月', R(cum_bp), f'累计{R(cum_a,0)}≥{R(cum_t,0)}达标，补发{settle_month}月', ''])
+            plate_this_month += cum_bp; rn += 1
+
+        # 无发放
+        if plate_this_month == 0 and carry == 0:
+            if gm_s:
+                a_s = gm_s['实际']; t_s = gm_s['应考核']
+                if gm_s.get('结转占位'):
+                    WR(ws, rn, ['', '本月不发', 0, '结转占位，本月不另发', ''])
+                else:
+                    WR(ws, rn, ['', '本月不发', 0, f'未达标(实际{R(a_s,0)}<目标{R(t_s,0)})，累计也未达标', ''])
+            else:
+                WR(ws, rn, ['', '本月不发', 0, '本月无考核记录', ''])
+            rn += 1
+
+        # 本月合计 + 奖金池
+        pool_str = f'已发{total_periods}期/共12期，剩余{12-total_periods}期'
+        WR(ws, rn, ['', '本月合计', R(plate_this_month), '', pool_str])
+        ws.cell(row=rn, column=2).font = Font(bold=True)
+        ws.cell(row=rn, column=5).font = Font(italic=True)
+        rn += 2  # 空行
 
     # 尾部
     ws.cell(row=rn,column=1,value=f'{person} {settle_month}月合计: {len(plates)}辆车, 发放 {R(person_total)}元').font=Font(bold=True,size=12)
@@ -279,46 +341,79 @@ def write_salesperson_sheet(wb, person, dept, settle_month, D, G, month_data, ve
 
 def write_vehicle_tracking_sheet(wb, settle_month, G, master_vehicles, vehicle_payments, vehicle_info):
     ws = wb.create_sheet('车辆考核追踪')
+    wrap_align = Alignment(wrap_text=True, vertical='top')
+
+    # 表头：每月用一列"业务员/里程/目标/达标"（多人换行）
     headers = ['车牌号','车架号','归属公司','车型','考核目标','月度奖励金额']
     for m in range(1, settle_month+1):
-        headers += [f'{m}月业务员',f'{m}月应考核',f'{m}月实际',f'{m}月达标']
+        headers.append(f'{m}月考核明细')
     if settle_month >= 2:
-        headers += ['累计应完成','累计实际','累计达标']
+        headers += ['累计里程/目标','累计达标']
-    headers += ['本月发放金额','发放给谁','发放类型','累计已发期数','累计已发金额','剩余可发期数']
+    headers += ['本月发放明细','累计已发期数','累计已发金额','剩余可发期数']
     WH(ws, headers)
 
+    from calc_engine import VEHICLE_TARGET_MAP, RULES
+
     rn=2
     for mv in master_vehicles:
         plate=mv['车牌号']
         info=vehicle_info.get(plate, {})
         pays=vehicle_payments.get(plate, [])
+
+        # 补全缺失的考核目标
+        target_name = info.get('考核目标','')
+        monthly_bonus = info.get('月度奖励',0)
+        if not target_name:
+            company = mv.get('归属公司','')
+            vtype = mv.get('车型确定','')
+            mapped = VEHICLE_TARGET_MAP.get((company, vtype))
+            if mapped:
+                target_name, _, monthly_bonus = mapped
+
         row=[plate,mv.get('车架号',''),mv.get('归属公司',''),mv.get('车型确定',''),
-             info.get('考核目标',''),info.get('月度奖励',0) or '']
+             target_name or '',monthly_bonus or '']
+
         cum_t=0; cum_a=0
         for m in range(1, settle_month+1):
             mgs=[(k,g) for k,g in G.get(m,{}).items() if k[0]==plate]
             if mgs:
-                persons=', '.join(sorted(set(g['销售'] for _,g in mgs)))
+                # 每个(车牌,销售)组一行，换行显示
-                ts=sum(g['应考核'] for _,g in mgs); As=sum(g['实际'] for _,g in mgs)
+                lines = []
-                q='达标' if any(g['有达标'] for _,g in mgs) else '未达标'
+                for _,g in sorted(mgs, key=lambda x: x[0][1]):
-                cum_t+=ts; cum_a+=As
+                    t=g['应考核']; a=g['实际']
-                row+=[persons,R(ts),R(As),q]
+                    cum_t+=t; cum_a+=a
+                    q='达标' if g['有达标'] else '未达标'
+                    sd = g['部门'].replace('业务','') if '业务' in g.get('部门','') else g.get('部门','')
+                    lines.append(f"{sd}-{g['销售']}: {R(a,0)}/{R(t,0)} {q}")
+                row.append('\n'.join(lines))
             else:
-                row+=['','','','']
+                row.append('')
-        if settle_month>=2:
-            row+=[R(cum_t),R(cum_a),'达标' if (cum_a>=cum_t and cum_t>0) else '未达标']
 
-        # 本月发放（截至settle_month）
+        if settle_month>=2:
+            cum_q='达标' if (cum_a>=cum_t and cum_t>0) else '未达标'
+            row+=[f'{R(cum_a,0)}/{R(cum_t,0)}', cum_q]
+
+        # 本月发放明细（多人多类型换行）
         tp=[p for p in pays if p['结算月']==settle_month]
         if tp:
-            row+=[R(sum(p['金额'] for p in tp)),', '.join(sorted(set(p['业务员'] for p in tp))),
+            pay_lines = []
-                  ', '.join(sorted(set(p['类型'] for p in tp)))]
+            for p in sorted(tp, key=lambda x: x['业务员']):
+                pd = p.get('部门','').replace('业务','') if '业务' in p.get('部门','') else p.get('部门','')
+                pay_lines.append(f"{pd}-{p['业务员']}: {R(p['金额'])}({p['类型']})")
+            row.append('\n'.join(pay_lines))
         else:
-            row+=[0,'','']
+            row.append('')
 
         # 奖金池（截至settle_month）
         pays_to_date=[p for p in pays if p['结算月']<=settle_month]
         tp_count=len(pays_to_date); tp_amt=sum(p['金额'] for p in pays_to_date)
         row+=[tp_count,R(tp_amt) if tp_amt>0 else 0,12-tp_count]
-        WR(ws,rn,row); rn+=1
+
+        WR(ws,rn,row)
+        # 对含换行的单元格设置自动换行
+        for ci in range(len(row)):
+            cell = ws.cell(row=rn, column=ci+1)
+            if isinstance(cell.value, str) and '\n' in cell.value:
+                cell.alignment = wrap_align
+        rn+=1
     AW(ws)

main.py

@@ -74,13 +74,13 @@ for settle_month in [1, 2, 3]:
     else:
         write_summary_month(wb, 3, mar_data, ['结转','补发1月','补发2月','当月','累计补发3月'])
 
-    # Sheet 5-16: 业务员
+    # Sheet 5: 车辆考核追踪
+    write_vehicle_tracking_sheet(wb, settle_month, G, master_vehicles, vehicle_payments, vehicle_info)
+
+    # Sheet 6-17: 业务员
     for person in sorted(all_persons.keys()):
         write_salesperson_sheet(wb, person, all_persons[person], settle_month, D, G, month_data, vehicle_payments)
 
-    # Sheet 17: 车辆考核追踪
-    write_vehicle_tracking_sheet(wb, settle_month, G, master_vehicles, vehicle_payments, vehicle_info)
-
     # 删除默认空sheet
     if 'Sheet' in wb.sheetnames:
         del wb['Sheet']