新增财务角色与财务报表并完善后台权限

2026-09-02 13:58:03 +08:00
parent de63daf1ac
commit bf167d98ed
29 changed files with 1242 additions and 69 deletions
@@ -0,0 +1,322 @@
+import { ReloadOutlined, SearchOutlined } from '@ant-design/icons'
+import { useQuery } from '@tanstack/react-query'
+import {
+  Alert,
+  Button,
+  Card,
+  Col,
+  Form,
+  Row,
+  Select,
+  Space,
+  Statistic,
+  Table,
+  Tag,
+  Typography,
+} from 'antd'
+import type { TableColumnsType } from 'antd'
+import { useState } from 'react'
+
+import { AdminRangePicker } from '@/components/admin/AdminDatePicker'
+import PageHeader from '@/components/admin/PageHeader'
+import dayjs from '@/lib/dayjs'
+import { fetchAdminFinanceSummary, fetchAdminFinanceTransactions } from '@/services/admin'
+import type {
+  AdminFinanceChannelDailyItem,
+  AdminFinanceDailyItem,
+  AdminFinanceTransaction,
+} from '@/types/admin/finance'
+import { ADMIN_DEFAULT_PAGE_SIZE, buildAdminTablePagination } from '@/utils/admin-pagination'
+import { formatAdminDateTime } from '@/utils/admin-time'
+import { formatMoney } from './panels/shared'
+
+type FinanceFilterForm = { dateRange?: unknown }
+
+const CATEGORY_OPTIONS = [
+  { value: '', label: '全部账目' },
+  { value: 'order_paid', label: '订单收款' },
+  { value: 'order_refund', label: '订单退款' },
+  { value: 'worker_reward', label: '打手报酬' },
+  { value: 'withdraw_paid', label: '打手提现' },
+  { value: 'recharge', label: '打手充值' },
+  { value: 'worker_recovery', label: '打手资金回收' },
+  { value: 'after_sales_refund', label: '售后追缴退还' },
+]
+
+export default function AdminFinancePage() {
+  const [form] = Form.useForm<FinanceFilterForm>()
+  const [filters, setFilters] = useState({ dateFrom: '', dateTo: '' })
+  const [category, setCategory] = useState('')
+  const [channel, setChannel] = useState('')
+  const [channelSummaryFilter, setChannelSummaryFilter] = useState('')
+  const [page, setPage] = useState(1)
+  const [pageSize, setPageSize] = useState(ADMIN_DEFAULT_PAGE_SIZE)
+
+  const summaryQuery = useQuery({
+    queryKey: ['admin-finance-summary', filters],
+    queryFn: () => fetchAdminFinanceSummary(filters),
+  })
+  const transactionsQuery = useQuery({
+    queryKey: ['admin-finance-transactions', filters, category, page, pageSize],
+    queryFn: () =>
+      fetchAdminFinanceTransactions({
+        ...filters,
+        category: category || undefined,
+        channel: channel || undefined,
+        page,
+        pageSize,
+      }),
+  })
+  const overview = summaryQuery.data?.data.overview
+  const daily = summaryQuery.data?.data.daily || []
+  const channelDaily = (summaryQuery.data?.data.channelDaily || []).filter(
+    (item) => !channelSummaryFilter || item.channel === channelSummaryFilter,
+  )
+  const transactionData = transactionsQuery.data?.data
+
+  function applyFilters(values: FinanceFilterForm) {
+    const range = Array.isArray(values.dateRange) ? values.dateRange : []
+    const dateFrom =
+      range[0] && dayjs(range[0]).isValid() ? dayjs(range[0]).format('YYYY-MM-DD HH:mm:ss') : ''
+    const dateTo =
+      range[1] && dayjs(range[1]).isValid()
+        ? dayjs(range[1]).second(59).format('YYYY-MM-DD HH:mm:ss')
+        : ''
+    setPage(1)
+    setFilters({ dateFrom, dateTo })
+  }
+
+  function resetFilters() {
+    form.resetFields()
+    setCategory('')
+    setChannel('')
+    setChannelSummaryFilter('')
+    setPage(1)
+    setFilters({ dateFrom: '', dateTo: '' })
+  }
+
+  const dailyColumns: TableColumnsType<AdminFinanceDailyItem> = [
+    { title: '日期', dataIndex: 'date', width: 120 },
+    { title: '支付订单', dataIndex: 'paidOrderCount', width: 100 },
+    { title: '收款', dataIndex: 'paidAmount', render: formatMoney },
+    { title: '退款', dataIndex: 'refundAmount', render: formatMoney },
+    { title: '打手报酬', dataIndex: 'workerRewardAmount', render: formatMoney },
+    { title: '已提现', dataIndex: 'withdrawAmount', render: formatMoney },
+    { title: '充值入账', dataIndex: 'rechargeAmount', render: formatMoney },
+    { title: '售后退还', dataIndex: 'afterSalesRefundAmount', render: formatMoney },
+    {
+      title: '净现金流',
+      dataIndex: 'netCashFlow',
+      render: (value: number) => (
+        <Typography.Text type={value >= 0 ? 'success' : 'danger'}>
+          {formatMoney(value)}
+        </Typography.Text>
+      ),
+    },
+  ]
+
+  const transactionColumns: TableColumnsType<AdminFinanceTransaction> = [
+    {
+      title: '发生时间',
+      dataIndex: 'occurredAt',
+      width: 180,
+      render: (value) => formatAdminDateTime(value),
+    },
+    {
+      title: '类型',
+      dataIndex: 'label',
+      width: 150,
+      render: (value: string, row) => (
+        <Tag color={row.direction === 'in' ? 'green' : 'orange'}>{value}</Tag>
+      ),
+    },
+    { title: '渠道', dataIndex: 'channel', width: 150 },
+    {
+      title: '金额',
+      dataIndex: 'amount',
+      width: 140,
+      render: (value: number, row) => (
+        <Typography.Text type={row.direction === 'in' ? 'success' : 'danger'}>
+          {row.direction === 'in' ? '+' : '-'}
+          {formatMoney(value)}
+        </Typography.Text>
+      ),
+    },
+    { title: '来源编号', dataIndex: 'sourceId', width: 110 },
+    {
+      title: '关联单号/渠道',
+      dataIndex: 'referenceNo',
+      render: (value: string) => value || '-',
+    },
+  ]
+
+  return (
+    <section className="page-stack">
+      <PageHeader title="财务" description="按日期查看订单收款、退款、打手结算和平台现金流。" />
+
+      <Card>
+        <Form<FinanceFilterForm>
+          form={form}
+          layout="inline"
+          className="filter-form"
+          onFinish={applyFilters}
+        >
+          <Form.Item name="dateRange" label="账务日期">
+            <AdminRangePicker showTime={{ format: 'HH:mm' }} format="YYYY-MM-DD HH:mm" />
+          </Form.Item>
+          <Form.Item>
+            <Space>
+              <Button type="primary" icon={<SearchOutlined />} htmlType="submit">
+                查询
+              </Button>
+              <Button onClick={resetFilters}>重置</Button>
+            </Space>
+          </Form.Item>
+        </Form>
+      </Card>
+
+      {summaryQuery.error ? (
+        <Alert
+          type="error"
+          showIcon
+          message={
+            summaryQuery.error instanceof Error ? summaryQuery.error.message : '读取财务汇总失败'
+          }
+        />
+      ) : null}
+
+      <Row gutter={[16, 16]}>
+        <FinanceStatistic title="订单收款" value={overview?.paidAmount || 0} />
+        <FinanceStatistic title="订单退款" value={overview?.refundAmount || 0} />
+        <FinanceStatistic title="打手报酬" value={overview?.workerRewardAmount || 0} />
+        <FinanceStatistic title="已确认提现" value={overview?.withdrawAmount || 0} />
+        <FinanceStatistic title="净现金流" value={overview?.netCashFlow || 0} />
+        <FinanceStatistic title="待提现" value={overview?.pendingWithdrawAmount || 0} />
+      </Row>
+
+      <Card
+        title="每日账目"
+        extra={
+          <Button
+            icon={<ReloadOutlined />}
+            loading={summaryQuery.isFetching}
+            onClick={() => void summaryQuery.refetch()}
+          >
+            刷新
+          </Button>
+        }
+      >
+        <Table<AdminFinanceDailyItem>
+          rowKey="date"
+          loading={summaryQuery.isLoading}
+          dataSource={daily}
+          columns={dailyColumns}
+          pagination={false}
+          scroll={{ x: 1080 }}
+        />
+      </Card>
+
+      <Card
+        title="渠道日报"
+        extra={
+          <Space wrap>
+            <Select
+              allowClear
+              value={channelSummaryFilter || undefined}
+              placeholder="全部渠道"
+              style={{ width: 180 }}
+              options={Array.from(
+                new Set((summaryQuery.data?.data.channelDaily || []).map((item) => item.channel)),
+              ).map((value) => ({ value, label: value }))}
+              onChange={(value) => setChannelSummaryFilter(value || '')}
+            />
+            <Typography.Text type="secondary">按日期、渠道和账目类型汇总</Typography.Text>
+          </Space>
+        }
+      >
+        <Table<AdminFinanceChannelDailyItem>
+          rowKey={(row) => `${row.date}-${row.channel}-${row.category}`}
+          loading={summaryQuery.isLoading}
+          dataSource={channelDaily}
+          pagination={false}
+          columns={[
+            { title: '日期', dataIndex: 'date', width: 120 },
+            { title: '渠道', dataIndex: 'channel', width: 180 },
+            { title: '账目类型', dataIndex: 'category', width: 150, render: formatFinanceCategory },
+            { title: '笔数', dataIndex: 'count', width: 90 },
+            { title: '金额', dataIndex: 'amount', render: formatMoney },
+          ]}
+          scroll={{ x: 760 }}
+        />
+      </Card>
+
+      <Card
+        title="资金明细"
+        extra={
+          <Space wrap>
+            <Select
+              value={category}
+              options={CATEGORY_OPTIONS}
+              style={{ width: 160 }}
+              onChange={(value) => {
+                setCategory(value)
+                setPage(1)
+              }}
+            />
+            <Select
+              allowClear
+              value={channel || undefined}
+              placeholder="全部渠道"
+              style={{ width: 180 }}
+              options={Array.from(
+                new Set((summaryQuery.data?.data.channelDaily || []).map((item) => item.channel)),
+              ).map((value) => ({ value, label: value }))}
+              onChange={(value) => {
+                setChannel(value || '')
+                setPage(1)
+              }}
+            />
+            <Button
+              icon={<ReloadOutlined />}
+              loading={transactionsQuery.isFetching}
+              onClick={() => void transactionsQuery.refetch()}
+            >
+              刷新
+            </Button>
+          </Space>
+        }
+      >
+        <Table<AdminFinanceTransaction>
+          rowKey={(row) => `${row.category}-${row.sourceId}-${row.occurredAt}`}
+          loading={transactionsQuery.isLoading}
+          dataSource={transactionData?.items || []}
+          columns={transactionColumns}
+          pagination={buildAdminTablePagination({
+            current: transactionData?.pagination.page || page,
+            pageSize: transactionData?.pagination.pageSize || pageSize,
+            total: transactionData?.pagination.total || 0,
+            onChange: (nextPage, nextPageSize) => {
+              setPage(nextPage)
+              setPageSize(nextPageSize)
+            },
+          })}
+          scroll={{ x: 780 }}
+        />
+      </Card>
+    </section>
+  )
+}
+
+function formatFinanceCategory(value: string) {
+  return CATEGORY_OPTIONS.find((item) => item.value === value)?.label || value || '-'
+}
+
+function FinanceStatistic({ title, value }: { title: string; value: number }) {
+  return (
+    <Col xs={24} sm={12} xl={8}>
+      <Card>
+        <Statistic title={title} value={formatMoney(value)} />
+      </Card>
+    </Col>
+  )
+}
@@ -56,6 +56,7 @@ type CreateUserForm = {
 const USER_ROLE_OPTIONS = [
  { label: '普通运营', value: 'operator' },
  { label: '客服', value: 'support' },
+  { label: '财务', value: 'finance' },
  { label: '管理员', value: 'admin' },
 ]

@@ -482,6 +483,7 @@ export default function AdminUsersPage() {
 function formatRoleLabel(role: AdminRole) {
  if (role === 'admin') return '管理员'
  if (role === 'support') return '客服'
+  if (role === 'finance') return '财务'
  return '普通运营'
 }

@@ -33,7 +33,12 @@ export default function AdminWorkerPlatformPage() {
  const role = getAdminRole()
  const isAdmin = role === 'admin'
  const isSupport = role === 'support'
-  const visibleActiveTab = !isAdmin && activeTab === 'notifications' ? 'orders' : activeTab
+  const isFinance = role === 'finance'
+  const visibleActiveTab = isFinance
+    ? 'finance'
+    : !isAdmin && activeTab === 'notifications'
+      ? 'orders'
+      : activeTab

  useEffect(() => {
    const tab = searchParams.get('tab')
@@ -54,6 +59,7 @@ export default function AdminWorkerPlatformPage() {

  function changeTab(nextTab: string) {
    if (!isWorkerPlatformTab(nextTab)) return
+    if (isFinance && nextTab !== 'finance') return
    setActiveTab(nextTab)
    localStorage.setItem(ACTIVE_TAB_STORAGE_KEY, nextTab)
    setSearchParams(
@@ -77,46 +83,54 @@ export default function AdminWorkerPlatformPage() {
        title="接单平台"
        description="管理打手、接单工单、等级权限、售后追责和本地 Mock 工单。"
      />
-      <SummaryCards />
+      {!isFinance ? <SummaryCards /> : null}
      <Tabs
        destroyOnHidden={false}
        activeKey={visibleActiveTab}
        onChange={changeTab}
        items={
-          isSupport
-            ? [
-                { key: 'orders', label: '接单工单', children: <WorkOrdersPanel /> },
-                {
-                  key: 'cancel-requests',
-                  label: '打手退单审核',
-                  children: <CancelRequestsPanel />,
-                },
-                { key: 'feedbacks', label: '问题反馈', children: <FeedbacksPanel /> },
-                afterSalesTab,
-              ]
-            : [
-                { key: 'orders', label: '接单工单', children: <WorkOrdersPanel /> },
-                {
-                  key: 'cancel-requests',
-                  label: '打手退单审核',
-                  children: <CancelRequestsPanel />,
-                },
-                { key: 'feedbacks', label: '问题反馈', children: <FeedbacksPanel /> },
-                afterSalesTab,
-                ...(isAdmin
-                  ? [{ key: 'announcement', label: '杂项配置', children: <AnnouncementPanel /> }]
-                  : []),
-                { key: 'rules', label: '接单模板', children: <ProductRulesPanel /> },
-                { key: 'product-match', label: '匹配诊断', children: <ProductMatchPanel /> },
-                { key: 'categories', label: '分类', children: <CategoriesPanel /> },
-                { key: 'workers', label: '打手', children: <WorkersPanel /> },
-                { key: 'leaderboard', label: '排行榜', children: <LeaderboardPanel /> },
-                { key: 'finance', label: '资金', children: <FinancePanel /> },
-                { key: 'levels', label: '等级权限', children: <LevelsPanel /> },
-                ...(isAdmin
-                  ? [{ key: 'notifications', label: '通知配置', children: <NotificationsPanel /> }]
-                  : []),
-              ]
+          isFinance
+            ? [{ key: 'finance', label: '资金审核', children: <FinancePanel /> }]
+            : isSupport
+              ? [
+                  { key: 'orders', label: '接单工单', children: <WorkOrdersPanel /> },
+                  {
+                    key: 'cancel-requests',
+                    label: '打手退单审核',
+                    children: <CancelRequestsPanel />,
+                  },
+                  { key: 'feedbacks', label: '问题反馈', children: <FeedbacksPanel /> },
+                  afterSalesTab,
+                ]
+              : [
+                  { key: 'orders', label: '接单工单', children: <WorkOrdersPanel /> },
+                  {
+                    key: 'cancel-requests',
+                    label: '打手退单审核',
+                    children: <CancelRequestsPanel />,
+                  },
+                  { key: 'feedbacks', label: '问题反馈', children: <FeedbacksPanel /> },
+                  afterSalesTab,
+                  ...(isAdmin
+                    ? [{ key: 'announcement', label: '杂项配置', children: <AnnouncementPanel /> }]
+                    : []),
+                  { key: 'rules', label: '接单模板', children: <ProductRulesPanel /> },
+                  { key: 'product-match', label: '匹配诊断', children: <ProductMatchPanel /> },
+                  { key: 'categories', label: '分类', children: <CategoriesPanel /> },
+                  { key: 'workers', label: '打手', children: <WorkersPanel /> },
+                  { key: 'leaderboard', label: '排行榜', children: <LeaderboardPanel /> },
+                  { key: 'finance', label: '资金', children: <FinancePanel /> },
+                  { key: 'levels', label: '等级权限', children: <LevelsPanel /> },
+                  ...(isAdmin
+                    ? [
+                        {
+                          key: 'notifications',
+                          label: '通知配置',
+                          children: <NotificationsPanel />,
+                        },
+                      ]
+                    : []),
+                ]
        }
      />
    </section>
@@ -38,6 +38,7 @@ import { AdminRangePicker } from '@/components/admin/AdminDatePicker'
 import dayjs, { ADMIN_DATE_TIME_FORMAT } from '@/lib/dayjs'
 import { ADMIN_DEFAULT_PAGE_SIZE, buildAdminTablePagination } from '@/utils/admin-pagination'
 import { formatAdminDateTime } from '@/utils/admin-time'
+import { getAdminRole } from '@/utils/admin-auth'
 import { asRecord, formatMoney } from './shared'
 type FinanceConfigFormValues = {
  depositUnfreezeDays?: number
@@ -63,6 +64,7 @@ type FinanceReviewAction = 'approved' | 'rejected' | 'cancelled'

 export default function FinancePanel() {
  const { message } = App.useApp()
+  const canEditConfig = getAdminRole() !== 'finance'
  const queryClient = useQueryClient()
  const [searchParams, setSearchParams] = useSearchParams()
  const [configForm] = Form.useForm<FinanceConfigFormValues>()
@@ -436,7 +438,12 @@ export default function FinancePanel() {
              </Form.Item>
            </Card>

-            <Button type="primary" htmlType="submit" loading={savingConfig}>
+            <Button
+              type="primary"
+              htmlType="submit"
+              loading={savingConfig}
+              disabled={!canEditConfig}
+            >
              保存配置
            </Button>
          </Form>