feat(project): 项目基本信息修改和分包选择（FR-M2-03、04）

- 字段修改：人工值优先、撤销恢复 AI 值、按字段校验（金额可写「286万」，按元存）、冗余列同步、审计留痕、只读项目 409；关键日期显示改后的投标截止时间 - 分包：增删改、选包（至少一个）、一键「不分包」；删包时条目归为通用，删到一个不剩回到不分包 - 清单列表 lot_scope 默认只列通用 + 所投的包，响应带 hidden_count - 检查记下当时用的项目依据（截止时间、限价、所投的包、法律体系）：报告按它写，之后改了信息检查结果接口给 basis_changed，查标页提示重新检查 - 前端：概览标签页（项目要点、采购包、关键日期）、字段修改对话框、选包页和手工调整；解析完识别到多个包时进选包页；读标页清单范围和所属采购包；查标页写明查哪几个包 - 决策 PI1–PI7；方案和落地记录 docs/architecture/project-info-plan.md Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-04 23:46:07 +08:00
parent 08e3fe7eff
commit ed6a2a907d
29 changed files with 1834 additions and 43 deletions
--- a/server/src/bid_doctor/project/edit.py
+++ b/server/src/bid_doctor/project/edit.py
@@ -0,0 +1,293 @@
+"""修改项目基本信息和分包（FR-M2-03、04，project-info-plan §2、§3）。
+
+- 字段：人工值和 AI 值分开存，人工值优先；`value = null` 撤销人工值、恢复 AI 值；project 表上冗余的几列同步；
+- 分包：没分包的项目有一个默认包（界面不显示）；手工加第一个包时删掉默认包，删掉最后一个包时建回默认包（PI2）；
+  删包时原属这个包的清单项归为通用（外键 ON DELETE SET NULL，PI3）；
+- 每次修改都写审计（全程留痕，红线 1）；项目已递交、已归档时只读。
+"""
+
+from __future__ import annotations
+
+import re
+from datetime import datetime
+from decimal import Decimal, InvalidOperation
+from typing import Any
+from uuid import UUID
+
+from sqlalchemy import delete, func, select, update
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from bid_doctor.audit import service as audit
+from bid_doctor.core.authz import Permission, require
+from bid_doctor.core.db import TenantContext
+from bid_doctor.core.errors import AppError
+from bid_doctor.core.ids import uuid7
+from bid_doctor.project import service
+from bid_doctor.project.models import Lot, Project, ProjectField
+
+COLUMNS = ("name", "code", "purchaser", "agency", "procurement_method", "legal_regime")  # project 表上冗余的列
+TEXT = ("name", "code", "purchaser", "agency", "procurement_method", "eval_method")
+MONEY = ("budget_total", "ceiling_total")
+BOOL = ("accept_consortium", "accept_imported", "sme_only")
+REGIMES = ("gov_procurement", "tendering", "unknown")
+DEFAULT_LOT_NO = "默认"
+LOT_FIELDS = ("lot_no", "name", "budget_amount", "ceiling_amount")
+
+
+def _invalid(field: str, message: str) -> AppError:
+    return AppError("validation_failed", errors=[{"field": field, "code": "invalid", "message": message}])
+
+
+def money(value: Any, field: str = "value") -> str | None:
+    """金额 → 元（字符串，两位小数）。接受「2,860,000」「286万」「286 万元」（PI7）。
+    数字是用户自己填的（招标文件原文），不是系统给的。"""
+    if value in (None, ""):
+        return None
+    text = re.sub(r"[\s,，]", "", str(value))
+    wan = bool(re.search(r"万(元)?$", text))
+    text = re.sub(r"万?元?$", "", text)
+    try:
+        n = Decimal(text)
+    except InvalidOperation as e:
+        raise _invalid(field, "金额写法不对，例如：2,860,000 或 286万") from e
+    if n < 0 or not n.is_finite():
+        raise _invalid(field, "金额不能是负数")
+    return f"{n * 10000 if wan else n:.2f}"
+
+
+def field_value(key: str, value: Any) -> Any:
+    """按字段校验、规整人工值；返回 None 表示撤销人工值。"""
+    if value is None:
+        return None
+    if key in TEXT:
+        if not isinstance(value, str):
+            raise _invalid(key, "应为文本")
+        text = value.strip()
+        if key == "name" and not text:
+            raise _invalid(key, "项目名称不能为空")
+        return text[:500] or None
+    if key == "legal_regime":
+        if value not in REGIMES:
+            raise _invalid(key, "法律体系只能是政府采购、招标投标或待识别")
+        return value
+    if key in MONEY:
+        return money(value, key)
+    if key in BOOL:
+        if not isinstance(value, bool):
+            raise _invalid(key, "应为是或否")
+        return value
+    if key == "deadline_at":
+        try:
+            at = datetime.fromisoformat(str(value))
+        except ValueError as e:
+            raise _invalid(key, "时间写法不对，例如：2026-11-20T09:30:00+08:00") from e
+        if at.tzinfo is None:
+            raise _invalid(key, "时间要带时区")
+        return at.isoformat()
+    raise _invalid(key, "不能修改这个字段")
+
+
+def _sync(p: Project, key: str, value: Any) -> None:
+    """project 表上冗余的当前值（工作台排序、筛选用）。"""
+    if key in COLUMNS:
+        setattr(p, key, value if value is not None or key != "legal_regime" else "unknown")
+    elif key == "deadline_at":
+        p.deadline_at = datetime.fromisoformat(value) if value else None
+
+
+async def set_field(s: AsyncSession, ctx: TenantContext, project_id: UUID, key: str, value: Any) -> None:
+    require(ctx, Permission.PROJECT_EDIT)
+    p = await service.get(s, ctx, project_id)
+    service.ensure_editable(p)
+    human = field_value(key, value)
+    f = (
+        await s.execute(select(ProjectField).where(ProjectField.project_id == p.id, ProjectField.field_key == key))
+    ).scalar_one_or_none()
+    if f is None:
+        if human is None:
+            return
+        f = ProjectField(tenant_id=ctx.tenant_id, project_id=p.id, field_key=key)
+        s.add(f)
+    before = {"value": f.human_value if f.human_value is not None else f.ai_value, "source": _source(f)}
+    f.human_value = human
+    f.human_set_by, f.human_set_at = (ctx.user_id, func.now()) if human is not None else (None, None)
+    current = human if human is not None else f.ai_value
+    if key == "name" and current is None:
+        current = p.name  # 名称没有 AI 值时撤销人工值，保持现在的名称
+    _sync(p, key, current)
+    await s.flush()
+    after = {"value": current, "source": "human" if human is not None else _source(f)}
+    await audit.record(
+        s, ctx, "project_field.set", "project", p.id, project_id=p.id, before={key: before}, after={key: after}
+    )
+
+
+def _source(f: ProjectField) -> str:
+    return "human" if f.human_value is not None else "ai" if f.ai_value is not None else "none"
+
+
+# ---------------------------------------------------------------- 分包
+
+
+def lot_to_api(lot: Lot) -> dict[str, Any]:
+    return {
+        "id": lot.id,
+        "lot_no": lot.lot_no,
+        "name": lot.name,
+        "budget_amount": f"{lot.budget_amount:.2f}" if lot.budget_amount is not None else None,
+        "ceiling_amount": f"{lot.ceiling_amount:.2f}" if lot.ceiling_amount is not None else None,
+        "is_default": lot.is_default,
+        "is_bidding": lot.is_bidding,
+        "origin": lot.origin,
+        "edited_fields": lot.edited_fields,
+        "ai_values": lot.ai_values,
+    }
+
+
+async def lots(s: AsyncSession, project_id: UUID) -> list[Lot]:
+    return list(
+        (await s.execute(select(Lot).where(Lot.project_id == project_id).order_by(Lot.sort_order, Lot.lot_no)))
+        .scalars()
+        .all()
+    )
+
+
+async def _editable(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> Project:
+    require(ctx, Permission.PROJECT_EDIT)
+    p = await service.get(s, ctx, project_id)
+    service.ensure_editable(p)
+    return p
+
+
+def _lot_values(values: dict[str, Any]) -> dict[str, Any]:
+    out: dict[str, Any] = {}
+    if "lot_no" in values:
+        no = (values["lot_no"] or "").strip()
+        if not no:
+            raise _invalid("lot_no", "包号不能为空")
+        out["lot_no"] = no[:40]
+    if "name" in values:
+        out["name"] = (values["name"] or "").strip()[:200] or None
+    for k in ("budget_amount", "ceiling_amount"):
+        if k in values:
+            v = money(values[k], k)
+            out[k] = Decimal(v) if v is not None else None
+    return out
+
+
+async def _unique_no(s: AsyncSession, project_id: UUID, lot_no: str, exclude: UUID | None = None) -> None:
+    q = select(Lot.id).where(Lot.project_id == project_id, Lot.lot_no == lot_no)
+    if exclude:
+        q = q.where(Lot.id != exclude)
+    if (await s.execute(q)).first():
+        raise _invalid("lot_no", f"已经有「{lot_no}」这个包")
+
+
+def _audit_lot(lot: Lot) -> dict[str, Any]:
+    return {k: str(v) if isinstance(v, Decimal) else v for k, v in ((f, getattr(lot, f)) for f in LOT_FIELDS)}
+
+
+async def create_lot(s: AsyncSession, ctx: TenantContext, project_id: UUID, values: dict[str, Any]) -> Lot:
+    p = await _editable(s, ctx, project_id)
+    data = _lot_values(values)
+    if "lot_no" not in data:
+        raise _invalid("lot_no", "包号不能为空")
+    await s.execute(delete(Lot).where(Lot.project_id == p.id, Lot.is_default))  # 手工分包：默认包不要了
+    await _unique_no(s, p.id, data["lot_no"])
+    order = (
+        await s.execute(select(func.coalesce(func.max(Lot.sort_order), -1)).where(Lot.project_id == p.id))
+    ).scalar_one()
+    lot = Lot(id=uuid7(), tenant_id=ctx.tenant_id, project_id=p.id, origin="human", sort_order=order + 1, **data)
+    lot.edited_fields = []
+    s.add(lot)
+    await s.flush()
+    await audit.record(s, ctx, "lot.create", "lot", lot.id, project_id=p.id, after=_audit_lot(lot))
+    await s.refresh(lot)
+    return lot
+
+
+async def get_lot(s: AsyncSession, lot_id: UUID) -> Lot:
+    lot = (await s.execute(select(Lot).where(Lot.id == lot_id))).scalar_one_or_none()
+    if lot is None or lot.is_default:
+        raise AppError("not_found")
+    return lot
+
+
+async def update_lot(s: AsyncSession, ctx: TenantContext, lot_id: UUID, values: dict[str, Any]) -> Lot:
+    lot = await get_lot(s, lot_id)
+    await _editable(s, ctx, lot.project_id)
+    data = _lot_values(values)
+    if "lot_no" in data:
+        await _unique_no(s, lot.project_id, data["lot_no"], exclude=lot.id)
+    before = _audit_lot(lot)
+    changed = [k for k, v in data.items() if getattr(lot, k) != v]
+    for k in changed:
+        setattr(lot, k, data[k])
+    if lot.origin == "ai":
+        lot.edited_fields = sorted({*lot.edited_fields, *changed})
+    await s.flush()
+    if changed:
+        await audit.record(
+            s, ctx, "lot.update", "lot", lot.id, project_id=lot.project_id, before=before, after=_audit_lot(lot)
+        )
+    await s.refresh(lot)
+    return lot
+
+
+async def _ensure_default(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> None:
+    """一个包都不剩时建回默认包：项目回到「不分包」（PI2）。"""
+    if not (await s.execute(select(Lot.id).where(Lot.project_id == project_id).limit(1))).first():
+        s.add(
+            Lot(
+                id=uuid7(),
+                tenant_id=ctx.tenant_id,
+                project_id=project_id,
+                lot_no=DEFAULT_LOT_NO,
+                is_default=True,
+                origin="human",
+                edited_fields=[],
+            )
+        )
+        await s.flush()
+
+
+async def delete_lot(s: AsyncSession, ctx: TenantContext, lot_id: UUID) -> None:
+    """删包：原属这个包的清单项由外键改为各包通用（PI3）。"""
+    lot = await get_lot(s, lot_id)
+    await _editable(s, ctx, lot.project_id)
+    before = _audit_lot(lot)
+    await s.delete(lot)
+    await s.flush()
+    await _ensure_default(s, ctx, lot.project_id)
+    await audit.record(s, ctx, "lot.delete", "lot", lot.id, project_id=lot.project_id, before=before)
+
+
+async def clear_lots(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> None:
+    """「这个项目不分包」：删掉所有包，清单项都归为通用，建回默认包（PI2）。"""
+    p = await _editable(s, ctx, project_id)
+    existing = [lot for lot in await lots(s, p.id) if not lot.is_default]
+    if not existing:
+        return
+    await s.execute(delete(Lot).where(Lot.project_id == p.id))
+    await s.flush()
+    await _ensure_default(s, ctx, p.id)
+    await audit.record(
+        s, ctx, "lot.clear", "project", p.id, project_id=p.id, before={"lots": [_audit_lot(x) for x in existing]}
+    )
+
+
+async def set_bidding(s: AsyncSession, ctx: TenantContext, project_id: UUID, lot_ids: list[UUID]) -> None:
+    p = await _editable(s, ctx, project_id)
+    real = {lot.id: lot for lot in await lots(s, p.id) if not lot.is_default}
+    chosen = set(lot_ids)
+    if not chosen or not chosen <= set(real):
+        raise _invalid("lot_ids", "至少选一个本项目的采购包")
+    before = sorted(lot.lot_no for lot in real.values() if lot.is_bidding)
+    await s.execute(
+        update(Lot).where(Lot.project_id == p.id, Lot.is_default.is_(False)).values(is_bidding=Lot.id.in_(chosen))
+    )
+    await s.flush()
+    after = sorted(real[i].lot_no for i in chosen)
+    await audit.record(
+        s, ctx, "project.bidding_lots", "project", p.id, project_id=p.id, before={"lots": before}, after={"lots": after}
+    )