chore: import existing codebase as baseline

scripts/init_local.py

@@ -0,0 +1,28 @@
+"""Initialize local development credentials once; never used in production."""
+
+import os
+import secrets
+from pathlib import Path
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "server.settings")
+import django
+
+django.setup()
+from django.conf import settings
+from django.contrib.auth.models import User
+
+from finance.models import Membership, Organization
+
+if settings.PRODUCTION:
+    raise SystemExit("Use the bootstrap command for production")
+if not User.objects.filter(username="admin").exists():
+    password = secrets.token_urlsafe(18)
+    org = Organization.objects.create(name="集团财务中心")
+    user = User.objects.create_user(username="admin", password=password)
+    Membership.objects.create(user=user, organization=org, role="admin")
+    path = Path("var/local-access.txt")
+    path.write_text(f"本地地址：http://127.0.0.1:8000\n用户名：admin\n密码：{password}\n", encoding="utf-8")
+    path.chmod(0o600)
+    print("Created admin; credentials in var/local-access.txt (mode 0600)")
+else:
+    print("Administrator already exists; unchanged")

scripts/inspect_source.py

@@ -0,0 +1,49 @@
+"""Read-only source reconciliation, without patient-level output."""
+
+import json
+import sys
+from collections import Counter, defaultdict
+from decimal import Decimal
+
+from openpyxl import load_workbook
+
+wb = load_workbook(sys.argv[1], read_only=True, data_only=True)
+rates = {
+    str(row[3]): Decimal(str(row[4]))
+    for row in wb["产品毛利率"].iter_rows(min_row=6, values_only=True)
+    if row[3] and row[4] is not None
+}
+totals = defaultdict(lambda: {"rows": 0, "revenue": Decimal(0), "gross": Decimal(0), "customers": set()})
+precision = Counter()
+quality = Counter()
+for row in wb["明细"].iter_rows(min_row=3, values_only=True):
+    period = f"{int(row[0])}-{int(str(row[1]).removesuffix('月')):02d}"
+    v = Decimal(str(row[13]))
+    t = totals[period]
+    t["rows"] += 1
+    t["revenue"] += v
+    t["gross"] += v * rates.get(row[14], Decimal(0))
+    t["customers"].add(row[3])
+    for i in [5, 11, 12, 13]:
+        if row[i] is not None:
+            n = Decimal(str(row[i]))
+            if n != n.quantize(Decimal("0.0001")):
+                precision[i] += 1
+    quality["negative_revenue"] += v < 0
+    quality["g_l_mismatch"] += row[6] != row[11]
+    quality["i_n_mismatch"] += row[8] != row[13]
+    quality["missing_margin"] += row[14] not in rates
+print(
+    json.dumps(
+        {
+            "totals": {p: {**v, "customers": len(v["customers"])} for p, v in totals.items()},
+            "precision_exceeds_four": dict(precision),
+            "quality": dict(quality),
+            "rates": rates,
+        },
+        default=str,
+        ensure_ascii=False,
+        indent=2,
+    )
+)
+wb.close()

scripts/reconcile_reference.py

@@ -0,0 +1,53 @@
+import json
+import os
+from decimal import Decimal
+from time import perf_counter
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "server.settings")
+import django
+
+django.setup()
+from django.contrib.auth.models import User
+from django.db import connection
+
+from finance.analysis import analyze, default_preferences
+from finance.models import Dataset
+
+if connection.vendor != "postgresql":
+    raise SystemExit("Reconciliation requires PostgreSQL exact NUMERIC aggregation")
+ds = Dataset.objects.get(sha256="98ef41e898c24f0929a9da6ec185b7331f69f0478b52056cbc7834e1ef5877ec")
+member = User.objects.get(username="admin").membership
+start = perf_counter()
+result = analyze(
+    ds,
+    member,
+    {
+        "start": "2026-08",
+        "end": "2026-08",
+        "comparison": "yoy",
+        "group": "department",
+        "metric": "revenue",
+        "filters": {},
+    },
+    default_preferences(ds),
+)
+assert ds.row_count == 332830
+assert result["summary"]["revenue"]["current"] == Decimal("152419115.348455502666069")
+assert result["summary"]["revenue"]["baseline"] == Decimal("225550255.4187610638720")
+assert result["summary"]["gross"]["current"] == Decimal("17868580.85186759073400145")
+assert result["summary"]["gross"]["baseline"] == Decimal("24790335.405853982758000")
+assert result["summary"]["customers"]["current"] == 38361
+assert result["summary"]["customers"]["baseline"] == 33147
+assert result["summary"]["roi"]["current"] is None
+assert sum(r["values"]["revenue"]["delta"] for r in result["rows"]) == result["summary"]["revenue"]["delta"]
+report = {
+    "status": "passed",
+    "source": ds.name,
+    "sha256": ds.sha256,
+    "rows": ds.row_count,
+    "query_seconds": round(perf_counter() - start, 3),
+    "summary": result["summary"],
+    "quality": ds.quality,
+    "groups": len(result["rows"]),
+}
+print(json.dumps(report, ensure_ascii=False, default=str, indent=2))