B-43: 双边流水归并与规范事件层——迁移5、匹配引擎、个人过账映射与事件API
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腾讯WorkBuddy
@@ -354,6 +354,220 @@ MIGRATIONS: tuple[Migration, ...] = (
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DROP TABLE IF EXISTS sheet_reviews;
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""",
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),
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Migration(
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version=5,
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name="0005_canonical_transfer_matching",
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# Canonical transfer event layer (B-43). Immutable source rows stay
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# untouched; every matching decision, its participant/observation
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# bindings and its candidate evidence are append-only history, and the
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# current decision + row claims are a rebuildable projection that the
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# B-44 balance layer reads through the eligible view.
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up="""
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ALTER TABLE import_batches ADD COLUMN upload_bank_account_id INTEGER REFERENCES bank_accounts (id);
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CREATE TABLE master_data_changes_new (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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entity_type TEXT NOT NULL
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CHECK (entity_type IN ('company', 'user', 'bank_account', 'account_alias', 'personal_transit_mapping')),
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entity_id INTEGER NOT NULL,
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action TEXT NOT NULL,
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before_json TEXT,
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after_json TEXT,
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reason TEXT,
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actor_user_id INTEGER REFERENCES users (id),
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actor_username TEXT,
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created_at TEXT NOT NULL
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);
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INSERT INTO master_data_changes_new SELECT * FROM master_data_changes;
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DROP TABLE master_data_changes;
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ALTER TABLE master_data_changes_new RENAME TO master_data_changes;
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CREATE TABLE personal_transit_mappings (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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account_number TEXT NOT NULL UNIQUE,
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account_name TEXT,
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represented_company_id INTEGER NOT NULL REFERENCES companies (id),
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allowed_direction TEXT NOT NULL
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CHECK (allowed_direction IN ('outgoing', 'incoming', 'both')),
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status TEXT NOT NULL DEFAULT 'pending'
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CHECK (status IN ('pending', 'active', 'returned', 'disabled')),
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effective_from TEXT,
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effective_to TEXT,
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submitted_by INTEGER REFERENCES users (id),
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reviewed_by INTEGER REFERENCES users (id),
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reviewed_at TEXT,
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review_reason TEXT,
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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);
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CREATE TABLE canonical_transfer_events (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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lifecycle TEXT NOT NULL DEFAULT 'active'
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CHECK (lifecycle IN ('active', 'superseded')),
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created_at TEXT NOT NULL
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);
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CREATE TABLE transfer_match_decisions (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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event_id INTEGER NOT NULL REFERENCES canonical_transfer_events (id),
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revision INTEGER NOT NULL,
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classification TEXT NOT NULL CHECK (classification IN (
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'unresolved', 'needs_review', 'internal_single',
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'intercompany', 'same_company', 'external'
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)),
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pairing TEXT NOT NULL
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CHECK (pairing IN ('single', 'paired', 'not_applicable')),
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amount TEXT,
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currency TEXT,
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effective_at TEXT,
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mode TEXT NOT NULL CHECK (mode IN ('auto', 'manual', 'reversal')),
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rule_version TEXT,
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locked INTEGER NOT NULL DEFAULT 0 CHECK (locked IN (0, 1)),
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reason TEXT,
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idempotency_key TEXT,
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actor_user_id INTEGER REFERENCES users (id),
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actor_username TEXT,
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supersedes_decision_id INTEGER REFERENCES transfer_match_decisions (id),
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created_at TEXT NOT NULL,
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UNIQUE (event_id, revision)
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);
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CREATE TABLE transfer_decision_observations (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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decision_id INTEGER NOT NULL REFERENCES transfer_match_decisions (id),
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source_row_id INTEGER NOT NULL REFERENCES source_rows (id),
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role TEXT NOT NULL CHECK (role IN ('outgoing', 'incoming')),
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created_at TEXT NOT NULL,
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UNIQUE (decision_id, source_row_id)
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);
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CREATE TABLE transfer_decision_participants (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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decision_id INTEGER NOT NULL REFERENCES transfer_match_decisions (id),
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role TEXT NOT NULL CHECK (role IN ('payer', 'payee')),
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company_id INTEGER REFERENCES companies (id),
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bank_account_id INTEGER REFERENCES bank_accounts (id),
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resolve_method TEXT NOT NULL CHECK (resolve_method IN (
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'own_exact', 'upload_account', 'counterparty_exact',
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'account_alias', 'personal_mapping', 'manual'
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)),
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alias_id INTEGER REFERENCES account_aliases (id),
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mapping_id INTEGER REFERENCES personal_transit_mappings (id),
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evidence TEXT,
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created_at TEXT NOT NULL,
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UNIQUE (decision_id, role)
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);
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CREATE TABLE transfer_match_candidates (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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decision_id INTEGER NOT NULL REFERENCES transfer_match_decisions (id),
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source_row_id INTEGER NOT NULL REFERENCES source_rows (id),
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rule_tier TEXT NOT NULL,
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date_diff_days INTEGER,
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account_mirror INTEGER NOT NULL DEFAULT 0,
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reference_match TEXT,
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summary_match INTEGER NOT NULL DEFAULT 0,
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accepted INTEGER,
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reason TEXT,
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rule_version TEXT,
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created_at TEXT NOT NULL
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);
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CREATE TABLE current_transfer_decisions (
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event_id INTEGER PRIMARY KEY REFERENCES canonical_transfer_events (id),
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decision_id INTEGER NOT NULL UNIQUE REFERENCES transfer_match_decisions (id)
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);
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CREATE TABLE transfer_observation_claims (
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source_row_id INTEGER PRIMARY KEY REFERENCES source_rows (id),
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event_id INTEGER NOT NULL REFERENCES canonical_transfer_events (id),
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decision_id INTEGER NOT NULL REFERENCES transfer_match_decisions (id)
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);
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CREATE INDEX idx_obs_decision ON transfer_decision_observations (decision_id);
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CREATE INDEX idx_participants_decision ON transfer_decision_participants (decision_id);
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CREATE INDEX idx_candidates_decision ON transfer_match_candidates (decision_id);
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CREATE INDEX idx_claims_event ON transfer_observation_claims (event_id);
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CREATE VIEW eligible_intercompany_events AS
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SELECT e.id AS event_id, d.id AS decision_id, d.revision AS revision,
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d.effective_at AS effective_at, d.amount AS amount, d.currency AS currency,
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payer.company_id AS payer_company_id,
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payer.bank_account_id AS payer_account_id,
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payee.company_id AS payee_company_id,
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payee.bank_account_id AS payee_account_id,
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d.pairing AS pairing, d.rule_version AS rule_version,
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(SELECT COUNT(*) FROM transfer_decision_observations o
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WHERE o.decision_id = d.id) AS evidence_count
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FROM current_transfer_decisions c
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JOIN canonical_transfer_events e ON e.id = c.event_id
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JOIN transfer_match_decisions d ON d.id = c.decision_id
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JOIN transfer_decision_participants payer
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ON payer.decision_id = d.id AND payer.role = 'payer'
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JOIN transfer_decision_participants payee
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ON payee.decision_id = d.id AND payee.role = 'payee'
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WHERE e.lifecycle = 'active' AND d.classification = 'intercompany';
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CREATE TRIGGER canonical_transfer_events_no_delete BEFORE DELETE ON canonical_transfer_events
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BEGIN SELECT RAISE (ABORT, 'canonical_transfer_events rows are immutable'); END;
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CREATE TRIGGER canonical_transfer_events_no_update BEFORE UPDATE ON canonical_transfer_events
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BEGIN
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SELECT RAISE (ABORT, 'canonical_transfer_events only allow lifecycle changes')
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WHERE OLD.lifecycle = NEW.lifecycle
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OR OLD.id IS NOT NEW.id
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OR OLD.created_at IS NOT NEW.created_at;
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END;
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CREATE TRIGGER transfer_match_decisions_no_update BEFORE UPDATE ON transfer_match_decisions
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BEGIN SELECT RAISE (ABORT, 'transfer_match_decisions rows are immutable'); END;
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CREATE TRIGGER transfer_match_decisions_no_delete BEFORE DELETE ON transfer_match_decisions
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BEGIN SELECT RAISE (ABORT, 'transfer_match_decisions rows are immutable'); END;
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CREATE TRIGGER transfer_decision_observations_no_update BEFORE UPDATE ON transfer_decision_observations
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BEGIN SELECT RAISE (ABORT, 'transfer_decision_observations rows are immutable'); END;
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CREATE TRIGGER transfer_decision_observations_no_delete BEFORE DELETE ON transfer_decision_observations
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BEGIN SELECT RAISE (ABORT, 'transfer_decision_observations rows are immutable'); END;
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CREATE TRIGGER transfer_decision_participants_no_update BEFORE UPDATE ON transfer_decision_participants
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BEGIN SELECT RAISE (ABORT, 'transfer_decision_participants rows are immutable'); END;
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CREATE TRIGGER transfer_decision_participants_no_delete BEFORE DELETE ON transfer_decision_participants
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BEGIN SELECT RAISE (ABORT, 'transfer_decision_participants rows are immutable'); END;
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CREATE TRIGGER transfer_match_candidates_no_update BEFORE UPDATE ON transfer_match_candidates
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BEGIN SELECT RAISE (ABORT, 'transfer_match_candidates rows are immutable'); END;
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CREATE TRIGGER transfer_match_candidates_no_delete BEFORE DELETE ON transfer_match_candidates
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BEGIN SELECT RAISE (ABORT, 'transfer_match_candidates rows are immutable'); END;
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""",
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down="""
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DROP VIEW IF EXISTS eligible_intercompany_events;
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DROP TABLE IF EXISTS transfer_observation_claims;
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DROP TABLE IF EXISTS current_transfer_decisions;
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DROP TABLE IF EXISTS transfer_match_candidates;
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DROP TABLE IF EXISTS transfer_decision_participants;
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DROP TABLE IF EXISTS transfer_decision_observations;
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DROP TABLE IF EXISTS transfer_match_decisions;
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DROP TABLE IF EXISTS canonical_transfer_events;
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DROP TABLE IF EXISTS personal_transit_mappings;
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CREATE TABLE master_data_changes_new (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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entity_type TEXT NOT NULL
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CHECK (entity_type IN ('company', 'user', 'bank_account', 'account_alias')),
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entity_id INTEGER NOT NULL,
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action TEXT NOT NULL,
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before_json TEXT,
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after_json TEXT,
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reason TEXT,
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actor_user_id INTEGER REFERENCES users (id),
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actor_username TEXT,
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created_at TEXT NOT NULL
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);
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INSERT INTO master_data_changes_new SELECT * FROM master_data_changes;
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DROP TABLE master_data_changes;
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ALTER TABLE master_data_changes_new RENAME TO master_data_changes;
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ALTER TABLE import_batches DROP COLUMN upload_bank_account_id;
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""",
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),
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)
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