accounting/wwwroot/credit_limit/api/set_customer_credit.dspy
yumoqing bda9e7fc00 feat: credit_limit 加 grant_orgid 授予机构字段,支持多租户
credit_limit 新增 grant_orgid 字段,区分「客户所属机构(orgid)」
与「授予信用的机构(grant_orgid)」。多租户下,操作员为客户授信时:
- orgid = 客户机构ID
- grant_orgid = 操作员所属机构ID

修改:
- models/credit_limit.json: 加 grant_orgid 字段(VARCHAR(32), default 0) + 索引
- creditlimit.py:
  get_credit_stats/get_all_customer_credits: WHERE orgid → WHERE grant_orgid
  set_credit_limit: 加 grant_orgid 参数
- set_customer_credit.dspy: 写入时 orgid=客户orgid, grant_orgid=操作员orgid;
  三处UPDATE同步加 grant_orgid
- credit_summary.dspy: WHERE orgid → WHERE grant_orgid

get_my_credit_list(客户自看)保持按 cl.orgid 过滤不变。
2026-06-29 12:46:49 +08:00

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ns = params_kw.copy()
for k, v in ns.items():
if v == 'NaN' or v == 'null' or v == '':
ns[k] = None
customer_name = ns.get('customer_name', '').strip() if ns.get('customer_name') else ''
if not customer_name:
return {
"widgettype": "Error",
"options": {
"title": "参数错误",
"cwidth": 16,
"cheight": 9,
"timeout": 3,
"message": "客户名称不能为空"
}
}
credit_limit_amount = float(ns.get('credit_limit', 0) or 0)
if credit_limit_amount <= 0:
return {
"widgettype": "Error",
"options": {
"title": "参数错误",
"cwidth": 16,
"cheight": 9,
"timeout": 3,
"message": "授信额度必须大于0"
}
}
valid_from = ns.get('valid_from')
valid_to = ns.get('valid_to')
remark = ns.get('remark')
record_id = ns.get('id')
user_id = await get_user()
orgid = await get_userorgid()
db = DBPools()
dbname = get_module_dbname('accounting')
async with db.sqlorContext(dbname) as sor:
# Look up customer by name
lookup_sql = """
select o.id as orgid, o.orgname, a.id as accountid
from organization o
left join account a on a.orgid = o.id COLLATE utf8mb4_unicode_ci
where o.orgname = ${customer_name}$
limit 1
"""
recs = await sor.sqlExe(lookup_sql, {'customer_name': customer_name})
if not recs or len(recs) == 0:
# Try fuzzy match
fuzzy_sql = """
select o.id as orgid, o.orgname, a.id as accountid
from organization o
left join account a on a.orgid = o.id COLLATE utf8mb4_unicode_ci
where o.orgname LIKE ${customer_name}$
limit 1
"""
recs = await sor.sqlExe(fuzzy_sql, {'customer_name': f'%{customer_name}%'})
if not recs or len(recs) == 0:
return {
"widgettype": "Error",
"options": {
"title": "查找失败",
"cwidth": 16,
"cheight": 9,
"timeout": 3,
"message": f"未找到客户: {customer_name}"
}
}
customer = recs[0]
customer_orgid = customer.orgid
accountid = customer.accountid
if not accountid:
return {
"widgettype": "Error",
"options": {
"title": "查找失败",
"cwidth": 16,
"cheight": 9,
"timeout": 3,
"message": f"客户 {customer.orgname} 尚未开设账户"
}
}
try:
# Check if credit limit already exists for this account (UNIQUE on accountid)
exist_sql = "select id, used_credit from credit_limit where accountid = ${accountid}$"
exist_recs = await sor.sqlExe(exist_sql, {'accountid': accountid})
if exist_recs and len(exist_recs) > 0:
# Account already has a credit limit record — update it
existing = exist_recs[0]
sql = """
UPDATE credit_limit
SET credit_limit = ${credit_limit}$,
available_credit = ${credit_limit}$ - used_credit,
orgid = ${orgid}$,
grant_orgid = ${grant_orgid}$,
valid_from = ${valid_from}$,
valid_to = ${valid_to}$,
remark = ${remark}$,
updated_at = CURRENT_TIMESTAMP
WHERE accountid = ${accountid}$
"""
await sor.sqlExe(sql, {
'credit_limit': credit_limit_amount,
'orgid': customer_orgid,
'grant_orgid': orgid,
'valid_from': valid_from,
'valid_to': valid_to,
'remark': remark,
'accountid': accountid
})
debug(f'Updated credit limit for {customer.orgname}(accountid={accountid}): {credit_limit_amount}')
elif record_id:
sql = """
UPDATE credit_limit
SET credit_limit = ${credit_limit}$,
available_credit = ${credit_limit}$ - used_credit,
grant_orgid = ${grant_orgid}$,
valid_from = ${valid_from}$,
valid_to = ${valid_to}$,
remark = ${remark}$,
updated_at = CURRENT_TIMESTAMP
WHERE id = ${id}$ AND orgid = ${orgid}$
"""
await sor.sqlExe(sql, {
'credit_limit': credit_limit_amount,
'grant_orgid': orgid,
'valid_from': valid_from,
'valid_to': valid_to,
'remark': remark,
'id': record_id,
'orgid': orgid
})
debug(f'Updated credit limit {record_id} to {credit_limit_amount}')
else:
new_id = getID()
now = datetime.datetime.now()
data = {
'id': new_id,
'accountid': accountid,
'orgid': customer_orgid,
'grant_orgid': orgid,
'credit_limit': credit_limit_amount,
'used_credit': 0,
'available_credit': credit_limit_amount,
'valid_from': valid_from,
'valid_to': valid_to,
'status': 'active',
'created_at': now,
'updated_at': now,
'created_by': user_id,
'remark': remark
}
await sor.C('credit_limit', data)
debug(f'Created credit limit for {customer.orgname}(orgid={customer_orgid}, accountid={accountid}): {credit_limit_amount}')
return {
"widgettype": "Message",
"options": {
"cwidth": 16,
"cheight": 9,
"title": "授信额度设置成功",
"timeout": 3,
"message": "ok"
}
}
except Exception as e:
err_msg = str(e)
debug(f'set_customer_credit error: {format_exc()}')
if 'Duplicate' in err_msg or '1062' in err_msg:
return {
"widgettype": "Error",
"options": {
"title": "重复数据",
"cwidth": 16,
"cheight": 9,
"timeout": 5,
"message": f"客户 {customer.orgname} 已有授信记录,请使用调整功能修改额度"
}
}
return {
"widgettype": "Error",
"options": {
"title": "设置失败",
"cwidth": 16,
"cheight": 9,
"timeout": 5,
"message": err_msg
}
}
return {
"widgettype": "Error",
"options": {
"title": "设置失败",
"cwidth": 16,
"cheight": 9,
"timeout": 3,
"message": "failed"
}
}