fa-agent/finance/models.py

import uuid

from django.conf import settings
from django.db import models


class Organization(models.Model):
    name = models.CharField(max_length=160)


class Membership(models.Model):
    user = models.OneToOneField(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
    organization = models.ForeignKey(Organization, on_delete=models.PROTECT)
    role = models.CharField(
        max_length=16, choices=[("admin", "管理员"), ("analyst", "分析师"), ("viewer", "查看者")]
    )
    departments = models.JSONField(default=list)


class Dataset(models.Model):
    id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
    organization = models.ForeignKey(Organization, on_delete=models.PROTECT)
    created_by = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.PROTECT)
    name = models.CharField(max_length=200)
    file = models.FileField(upload_to="sources/%Y/%m")
    sha256 = models.CharField(max_length=64)
    status = models.CharField(max_length=16, default="mapping")
    profile = models.JSONField(default=dict)
    mapping = models.JSONField(default=dict)
    quality = models.JSONField(default=dict)
    row_count = models.PositiveIntegerField(default=0)
    periods = models.JSONField(default=list)
    error = models.TextField(blank=True)
    created_at = models.DateTimeField(auto_now_add=True)
    started_at = models.DateTimeField(null=True)
    finished_at = models.DateTimeField(null=True)

    class Meta:
        constraints = [models.UniqueConstraint(fields=["organization", "sha256"], name="unique_org_source")]


class Fact(models.Model):
    dataset = models.ForeignKey(Dataset, on_delete=models.CASCADE, related_name="facts")
    period = models.CharField(max_length=7)
    dimensions = models.JSONField(default=dict)
    customer = models.CharField(max_length=256, null=True)
    revenue = models.DecimalField(max_digits=44, decimal_places=24)
    cost = models.DecimalField(max_digits=44, decimal_places=24, null=True)
    gross = models.DecimalField(max_digits=44, decimal_places=24, null=True)
    quantity = models.DecimalField(max_digits=44, decimal_places=24, null=True)
    list_amount = models.DecimalField(max_digits=44, decimal_places=24, null=True)
    discount = models.DecimalField(max_digits=44, decimal_places=24, null=True)
    source_row = models.PositiveIntegerField()
    raw = models.JSONField(default=list)

    class Meta:
        indexes = [models.Index(fields=["dataset", "period"])]
        constraints = [models.UniqueConstraint(fields=["dataset", "source_row"], name="unique_source_row")]


class Preference(models.Model):
    dataset = models.ForeignKey(Dataset, on_delete=models.CASCADE)
    user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
    value = models.JSONField(default=dict)
    revision = models.PositiveIntegerField(default=1)

    class Meta:
        constraints = [models.UniqueConstraint(fields=["dataset", "user"], name="unique_preference")]


class Investigation(models.Model):
    dataset = models.ForeignKey(Dataset, on_delete=models.PROTECT)
    user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.PROTECT)
    key = models.CharField(max_length=64)
    context = models.JSONField(default=dict)
    status = models.CharField(max_length=16, default="open")
    note = models.TextField(blank=True)
    updated_at = models.DateTimeField(auto_now=True)

    class Meta:
        constraints = [
            models.UniqueConstraint(fields=["dataset", "user", "key"], name="unique_investigation")
        ]


class Audit(models.Model):
    organization = models.ForeignKey(Organization, on_delete=models.PROTECT)
    user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.PROTECT)
    action = models.CharField(max_length=64)
    resource = models.CharField(max_length=100, blank=True)
    details = models.JSONField(default=dict)
    created_at = models.DateTimeField(auto_now_add=True)


class AIConfig(models.Model):
    organization = models.OneToOneField(Organization, on_delete=models.CASCADE)
    enabled = models.BooleanField(default=False)
    provider = models.CharField(
        max_length=16, choices=[("openai", "OpenAI"), ("local", "本地 OpenAI 兼容服务")], default="local"
    )
    base_url = models.CharField(max_length=500, blank=True)
    api_key = models.CharField(max_length=500, blank=True)
    model = models.CharField(max_length=200, blank=True)
    updated_at = models.DateTimeField(auto_now=True)


class Throttle(models.Model):
    key = models.CharField(max_length=64, primary_key=True)
    count = models.PositiveIntegerField(default=0)
    expires_at = models.DateTimeField()


class FormulaExport(models.Model):
    id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
    dataset = models.ForeignKey(Dataset, on_delete=models.CASCADE, related_name="formula_exports")
    user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
    context = models.JSONField(default=dict)
    departments = models.JSONField(default=list)
    status = models.CharField(max_length=16, default="queued")
    path = models.CharField(max_length=512, blank=True)
    error = models.CharField(max_length=500, blank=True)
    created_at = models.DateTimeField(auto_now_add=True)
    finished_at = models.DateTimeField(null=True)
    expires_at = models.DateTimeField(null=True)

    class Meta:
        indexes = [models.Index(fields=["status", "created_at"], name="finance_for_status_fa1c07_idx")]


class FormulaDefinition(models.Model):
    id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
    dataset = models.ForeignKey(Dataset, on_delete=models.CASCADE, related_name="formula_definitions")
    user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
    normalized_name = models.CharField(max_length=320)
    definition = models.JSONField()
    created_at = models.DateTimeField(auto_now_add=True)
    updated_at = models.DateTimeField(auto_now=True)

    class Meta:
        constraints = [
            models.UniqueConstraint(
                fields=["dataset", "user", "normalized_name"], name="unique_formula_definition_name"
            )
        ]