500 lines
22 KiB
Python
500 lines
22 KiB
Python
import os
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import json
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import uuid
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from datetime import datetime, date, timedelta
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from typing import List, Dict, Optional, Tuple
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from appPublic.jsonConfig import getConfig
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from appPublic.worker import awaitify
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from sqlor.dbpools import DBPools
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class EnhancedContractManager:
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def __init__(self):
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self.config = getConfig()
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async def get_db_connection(self, org_id: str):
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"""获取数据库连接"""
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dbp = await getDBP(org_id)
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return dbp
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async def create_contract_from_opportunity(self, opportunity_id: str, contract_data: Dict, user_id: str, org_id: str) -> str:
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"""从商机创建合同"""
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# 获取商机信息
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opp_dbp = await getDBP(org_id)
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opportunity = await opp_sor.select_one("opportunities", {"id": opportunity_id})
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if not opportunity:
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raise ValueError("商机不存在")
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# 自动填充客户信息和金额
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contract_data["customer_id"] = opportunity.get("customer_id") # 假设商机表有customer_id字段
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contract_data["opportunity_id"] = opportunity_id
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contract_data["party_b"] = opportunity["customer_name"]
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contract_data["amount"] = opportunity["estimated_amount"]
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contract_data["owner_id"] = user_id
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contract_data["org_id"] = org_id
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# 创建合同
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contract_id = await self.create_contract(contract_data, user_id, org_id)
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# 自动生成里程碑（基于付款条款）
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if contract_data.get("payment_terms"):
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await self.generate_milestones_from_payment_terms(contract_id, contract_data["payment_terms"], org_id)
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# 自动生成订单（基于付款条款）
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if contract_data.get("payment_terms"):
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await self.generate_orders_from_payment_terms(contract_id, contract_data, org_id)
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return contract_id
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async def create_contract(self, contract_data: Dict, user_id: str, org_id: str) -> str:
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"""创建合同（增强版）"""
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contract_id = str(uuid.uuid4()).replace('-', '')
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dbp = await self.get_db_connection(org_id)
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# 插入合同数据
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sql = """
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INSERT INTO contract (
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id, contract_number, title, party_a, party_b, contract_type,
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status, amount, start_date, end_date, sign_date, description,
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owner_id, org_id, created_at, updated_at,
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payment_terms, credit_period, penalty_clause, opportunity_id, customer_id, tax_rate
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) VALUES (
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%(id)s, %(contract_number)s, %(title)s, %(party_a)s, %(party_b)s, %(contract_type)s,
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%(status)s, %(amount)s, %(start_date)s, %(end_date)s, %(sign_date)s, %(description)s,
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%(owner_id)s, %(org_id)s, NOW(), NOW(),
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%(payment_terms)s, %(credit_period)s, %(penalty_clause)s, %(opportunity_id)s, %(customer_id)s, %(tax_rate)s
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)
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"""
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params = {
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'id': contract_id,
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'contract_number': contract_data['contract_number'],
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'title': contract_data['title'],
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'party_a': contract_data['party_a'],
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'party_b': contract_data['party_b'],
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'contract_type': contract_data['contract_type'],
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'status': contract_data.get('status', 'draft'),
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'amount': contract_data.get('amount'),
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'start_date': contract_data['start_date'],
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'end_date': contract_data['end_date'],
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'sign_date': contract_data.get('sign_date'),
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'description': contract_data.get('description'),
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'owner_id': user_id,
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'org_id': org_id,
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'payment_terms': contract_data.get('payment_terms'),
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'credit_period': contract_data.get('credit_period'),
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'penalty_clause': contract_data.get('penalty_clause'),
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'opportunity_id': contract_data.get('opportunity_id'),
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'customer_id': contract_data.get('customer_id'),
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'tax_rate': contract_data.get('tax_rate', '0.1300')
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}
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await sor.doTransaction([{'sql': sql, 'params': params}])
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# 创建初始版本
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await self.create_contract_version(contract_id, contract_data.get('content', ''), user_id, org_id, 'v1.0', '初始版本')
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return contract_id
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async def create_contract_version(self, contract_id: str, content: str, user_id: str, org_id: str,
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version_number: str, modified_reason: str = '') -> str:
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"""创建合同版本"""
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version_id = str(uuid.uuid4()).replace('-', '')
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dbp = await self.get_db_connection(org_id)
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# 将之前的当前版本标记为非当前
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await sor.update(
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"contract_versions",
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{"is_current": "0"},
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{"contract_id": contract_id, "is_current": "1"}
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)
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# 插入新版本
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version_data = {
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"id": version_id,
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"contract_id": contract_id,
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"version_number": version_number,
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"content": content,
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"diff_content": "", # 实际应用中应计算差异
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"modified_by": user_id,
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"modified_reason": modified_reason,
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"created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
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"is_current": "1"
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}
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await sor.insert("contract_versions", version_data)
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return version_id
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async def generate_milestones_from_payment_terms(self, contract_id: str, payment_terms: str, org_id: str):
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"""根据付款条款自动生成里程碑"""
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# 简单解析付款条款，实际应用中应使用更复杂的解析逻辑
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milestones = []
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if "预付款" in payment_terms:
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milestones.append({
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"milestone_name": "预付款到账",
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"milestone_type": "payment",
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"planned_date": date.today() + timedelta(days=7)
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})
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if "进度款" in payment_terms:
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milestones.append({
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"milestone_name": "产品交付",
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"milestone_type": "delivery",
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"planned_date": date.today() + timedelta(days=30)
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})
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milestones.append({
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"milestone_name": "进度款支付",
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"milestone_type": "payment",
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"planned_date": date.today() + timedelta(days=35)
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})
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if "尾款" in payment_terms:
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milestones.append({
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"milestone_name": "验收完成",
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"milestone_type": "acceptance",
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"planned_date": date.today() + timedelta(days=60)
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})
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milestones.append({
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"milestone_name": "尾款支付",
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"milestone_type": "payment",
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"planned_date": date.today() + timedelta(days=65)
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})
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# 插入里程碑
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for milestone in milestones:
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milestone_id = str(uuid.uuid4()).replace('-', '')
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milestone_data = {
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"id": milestone_id,
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"contract_id": contract_id,
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"milestone_name": milestone["milestone_name"],
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"milestone_type": milestone["milestone_type"],
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"planned_date": milestone["planned_date"].strftime("%Y-%m-%d"),
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"status": "pending",
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"created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
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"updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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}
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dbp = await self.get_db_connection(org_id)
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await sor.insert("contract_milestones", milestone_data)
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async def generate_orders_from_payment_terms(self, contract_id: str, contract_data: Dict, org_id: str):
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"""根据付款条款自动生成订单"""
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# 解析付款条款并生成订单
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orders = []
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amount = float(contract_data.get('amount', 0))
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if "30%" in contract_data.get('payment_terms', '') and "预付款" in contract_data.get('payment_terms', ''):
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orders.append({
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"order_type": "advance",
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"amount": amount * 0.3,
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"delivery_batch": "预付款阶段"
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})
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if "50%" in contract_data.get('payment_terms', '') and "进度款" in contract_data.get('payment_terms', ''):
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orders.append({
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"order_type": "progress",
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"amount": amount * 0.5,
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"delivery_batch": "进度款阶段"
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})
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if "20%" in contract_data.get('payment_terms', '') and "尾款" in contract_data.get('payment_terms', ''):
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orders.append({
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"order_type": "final",
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"amount": amount * 0.2,
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"delivery_batch": "尾款阶段"
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})
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# 创建订单
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for i, order in enumerate(orders):
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order_id = str(uuid.uuid4()).replace('-', '')
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order_number = f"{contract_data['contract_number']}-ORD-{i+1:02d}"
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order_data = {
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"id": order_id,
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"order_number": order_number,
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"contract_id": contract_id,
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"customer_id": contract_data.get('customer_id', ''),
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"order_type": order["order_type"],
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"delivery_batch": order["delivery_batch"],
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"amount": order["amount"],
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"tax_rate": contract_data.get('tax_rate', '0.1300'),
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"credit_period": contract_data.get('credit_period'),
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"status": "active",
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"owner_id": contract_data.get('owner_id', ''),
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"org_id": org_id,
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"created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
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"updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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}
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dbp = await self.get_db_connection(org_id)
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await sor.insert("orders", order_data)
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async def create_manual_order(self, contract_id: str, order_data: Dict, user_id: str, org_id: str) -> str:
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"""手动创建订单"""
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# 验证合同剩余未收款金额
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contract = await self.get_contract_by_id(contract_id, org_id)
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if not contract:
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raise ValueError("合同不存在")
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# 计算已收款金额
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dbp = await self.get_db_connection(org_id)
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paid_orders = await sor.query(
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"SELECT SUM(amount) as total_paid FROM orders WHERE contract_id = %(contract_id)s AND status != 'cancelled'",
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{"contract_id": contract_id}
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)
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total_paid = float(paid_orders[0]["total_paid"]) if paid_orders and paid_orders[0]["total_paid"] else 0
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remaining_amount = float(contract["amount"]) - total_paid
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if float(order_data["amount"]) > remaining_amount:
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raise ValueError(f"订单金额不能超过合同剩余未收款金额 {remaining_amount}")
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# 创建订单
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order_id = str(uuid.uuid4()).replace('-', '')
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order_number = f"{contract['contract_number']}-MANUAL-{datetime.now().strftime('%Y%m%d%H%M%S')}"
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final_order_data = {
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"id": order_id,
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"order_number": order_number,
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"contract_id": contract_id,
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"customer_id": contract["customer_id"],
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"order_type": order_data["order_type"],
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"delivery_batch": order_data.get("delivery_batch"),
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"acceptance_deadline": order_data.get("acceptance_deadline"),
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"amount": order_data["amount"],
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"tax_rate": order_data.get("tax_rate", contract.get("tax_rate", "0.1300")),
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"credit_period": order_data.get("credit_period", contract.get("credit_period")),
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"status": "active",
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"description": order_data.get("description"),
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"owner_id": user_id,
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"org_id": org_id,
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"created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
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"updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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}
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await sor.insert("orders", final_order_data)
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return order_id
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async def update_contract_milestone_status(self, milestone_id: str, status: str, actual_date: str = None, org_id: str = None):
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"""更新里程碑状态"""
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dbp = await self.get_db_connection(org_id)
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update_data = {
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"status": status,
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"updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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}
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if actual_date:
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update_data["actual_date"] = actual_date
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await sor.update("contract_milestones", update_data, {"id": milestone_id})
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# 如果里程碑完成，更新关联的合同履约进度
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if status == "completed":
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await self.update_contract_fulfillment_progress(milestone_id, org_id)
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async def update_contract_fulfillment_progress(self, milestone_id: str, org_id: str):
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"""更新合同履约进度"""
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dbp = await self.get_db_connection(org_id)
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milestone = await sor.select_one("contract_milestones", {"id": milestone_id})
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if not milestone:
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return
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# 计算履约进度（简化逻辑）
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contract_id = milestone["contract_id"]
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all_milestones = await sor.query(
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"SELECT COUNT(*) as total, SUM(CASE WHEN status = 'completed' THEN 1 ELSE 0 END) as completed FROM contract_milestones WHERE contract_id = %(contract_id)s",
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{"contract_id": contract_id}
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)
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if all_milestones:
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total = int(all_milestones[0]["total"])
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completed = int(all_milestones[0]["completed"])
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progress = (completed / total * 100) if total > 0 else 0
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# 更新商机阶段（如果存在关联商机）
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contract = await sor.select_one("contract", {"id": contract_id})
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if contract and contract.get("opportunity_id"):
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# 这里应该调用商机管理模块的API来更新阶段
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# 模拟实现：当进度达到100%时，将商机状态更新为成交
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if progress >= 100:
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await sor.update(
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"opportunities",
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{"status": "won", "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")},
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{"id": contract["opportunity_id"]}
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)
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async def check_overdue_milestones(self, org_id: str) -> List[Dict]:
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"""检查逾期的里程碑并返回提醒列表"""
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dbp = await self.get_db_connection(org_id)
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# 查询所有计划日期已过但状态不是已完成的里程碑
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sql = """
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SELECT
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cm.id,
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cm.contract_id,
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cm.milestone_name,
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cm.milestone_type,
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cm.planned_date,
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cm.status,
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c.contract_number,
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c.party_b as customer_name
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FROM contract_milestones cm
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JOIN contract c ON cm.contract_id = c.id
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WHERE c.org_id = %(org_id)s
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AND cm.planned_date < CURDATE()
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AND cm.status NOT IN ('completed', 'cancelled')
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AND c.status != 'deleted'
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ORDER BY cm.planned_date ASC
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"""
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overdue_milestones = await sor.doQuery(sql, {"org_id": org_id})
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return overdue_milestones
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async def send_milestone_reminders(self, org_id: str) -> int:
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"""发送里程碑逾期提醒"""
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overdue_milestones = await self.check_overdue_milestones(org_id)
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# 这里应该集成消息通知系统
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# 目前只记录日志，实际应用中应发送邮件/站内信等
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reminder_count = len(overdue_milestones)
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if reminder_count > 0:
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print(f"发现 {reminder_count} 个逾期里程碑需要提醒")
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for milestone in overdue_milestones:
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print(f"提醒: 合同 {milestone['contract_number']} 的里程碑 '{milestone['milestone_name']}' 已逾期")
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return reminder_count
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async def ai_contract_analysis(self, contract_content: str, org_id: str) -> Dict:
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"""AI合同分析（智能审核）- 参考纷享销客RMS模块"""
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analysis_result = {
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"compliance_issues": [],
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"key_dates": [],
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"risk_warnings": [],
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"extracted_terms": {}
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}
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# 条款解析 - 提取关键信息
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extracted_terms = {}
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# 1. 提取付款节点
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payment_nodes = []
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if "预付款" in contract_content:
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payment_nodes.append({"type": "advance", "description": "预付款", "percentage": self._extract_percentage(contract_content, "预付款")})
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if "进度款" in contract_content:
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payment_nodes.append({"type": "progress", "description": "进度款", "percentage": self._extract_percentage(contract_content, "进度款")})
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if "尾款" in contract_content:
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payment_nodes.append({"type": "final", "description": "尾款", "percentage": self._extract_percentage(contract_content, "尾款")})
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if "验收款" in contract_content:
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payment_nodes.append({"type": "acceptance", "description": "验收款", "percentage": self._extract_percentage(contract_content, "验收款")})
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extracted_terms["payment_nodes"] = payment_nodes
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# 2. 提取账期信息
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credit_period = None
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if "账期" in contract_content or "付款期限" in contract_content:
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credit_period = self._extract_credit_period(contract_content)
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extracted_terms["credit_period"] = credit_period
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# 3. 提取违约金条款
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penalty_clause = None
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if "违约金" in contract_content:
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penalty_clause = self._extract_penalty_clause(contract_content)
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extracted_terms["penalty_clause"] = penalty_clause
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# 4. 提取关键日期
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key_dates = self._extract_key_dates(contract_content)
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extracted_terms["key_dates"] = key_dates
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analysis_result["extracted_terms"] = extracted_terms
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# 风险预警
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risk_warnings = []
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# 超长账期检测（>90天）
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if credit_period and self._is_long_credit_period(credit_period):
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risk_warnings.append({
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"type": "credit_period",
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"severity": "high",
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"message": f"检测到超长账期（{credit_period} > 90天），建议修改",
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"highlight": True,
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"recommendation": "建议将账期调整为90天以内，以降低资金风险"
|
||
})
|
||
|
||
# 异常违约金条款检测
|
||
if penalty_clause and self._is_abnormal_penalty(penalty_clause):
|
||
risk_warnings.append({
|
||
"type": "penalty_clause",
|
||
"severity": "high",
|
||
"message": f"检测到异常高额违约金条款（{penalty_clause}），建议审核",
|
||
"highlight": True,
|
||
"recommendation": "违约金比例通常不应超过合同总金额的30%"
|
||
})
|
||
|
||
# 其他合规性检查
|
||
compliance_issues = []
|
||
if not payment_nodes:
|
||
compliance_issues.append({
|
||
"type": "missing_payment_terms",
|
||
"severity": "medium",
|
||
"message": "未检测到明确的付款节点条款，建议补充",
|
||
"highlight": False
|
||
})
|
||
|
||
if not key_dates.get("start_date") or not key_dates.get("end_date"):
|
||
compliance_issues.append({
|
||
"type": "missing_dates",
|
||
"severity": "medium",
|
||
"message": "缺少合同开始或结束日期，建议补充",
|
||
"highlight": False
|
||
})
|
||
|
||
analysis_result["risk_warnings"] = risk_warnings
|
||
analysis_result["compliance_issues"] = compliance_issues
|
||
analysis_result["key_dates"] = list(key_dates.values()) if isinstance(key_dates, dict) else key_dates
|
||
|
||
return analysis_result
|
||
|
||
def _extract_percentage(self, content: str, term: str) -> float:
|
||
"""提取百分比"""
|
||
import re
|
||
# 查找形如 "30%预付款" 或 "预付款30%" 的模式
|
||
patterns = [
|
||
rf'(\d+)%\s*{term}',
|
||
rf'{term}\s*(\d+)%',
|
||
rf'(\d+)％\s*{term}', # 全角百分号
|
||
rf'{term}\s*(\d+)％'
|
||
]
|
||
|
||
for pattern in patterns:
|
||
match = re.search(pattern, content)
|
||
if match:
|
||
return float(match.group(1)) / 100.0
|
||
|
||
# 默认值
|
||
defaults = {"预付款": 0.3, "进度款": 0.5, "尾款": 0.2, "验收款": 0.2}
|
||
return defaults.get(term, 0.0)
|
||
|
||
def _extract_credit_period(self, content: str) -> str:
|
||
"""提取账期信息"""
|
||
import re
|
||
# 查找账期相关数字
|
||
patterns = [
|
||
r'账期\s*(\d+)\s*天',
|
||
r'(\d+)\s*天\s*账期',
|
||
r'付款期限\s*(\d+)\s*天',
|
||
r'(\d+)\s*天\s*内付款'
|
||
]
|
||
|
||
for pattern in patterns:
|
||
match = re.search(pattern, content)
|
||
if match:
|
||
return f"{match.group(1)}天"
|
||
|
||
return "未明确"
|
||
|
||
def _extract_penalty_clause(self, content: str) -> str:
|
||
"""提取违约金条款"""
|
||
import re
|
||
# 查找违约金相关数字
|
||
patterns = [
|
||
r'违约金\s*(\d+)%',
|
||
r'(\d+)%\s*违约金',
|
||
r'违约金\s*(\d+)％',
|
||
r'(\d+)％\s*违约金',
|
||
r'违约金为合同总额的\s*(\d+)%'
|
||
]
|
||
|
||
for pattern in patterns:
|
||
match = re.search(pattern, content)
|