payment-platform/backend/app/plugin/module_payment/expense/institution/controller.py

from typing import Annotated
import uuid

from fastapi import APIRouter, Depends, Path, Query
from fastapi.responses import JSONResponse

from app.api.v1.module_system.auth.schema import AuthSchema
from app.common.response import ResponseSchema, SuccessResponse
from app.core.dependencies import AuthPermission
from app.core.logger import log
from app.core.router_class import OperationLogRoute
from app.plugin.module_payment.expense.institution.schema import InstitutionListOutSchema

from .service import InstitutionService, InstitutionScopeService, IssueruleService

from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionCreateModel import (
    AlipayEbppInvoiceInstitutionCreateModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionCreateResponse import (
    AlipayEbppInvoiceInstitutionCreateResponse,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionDeleteModel import (
    AlipayEbppInvoiceInstitutionDeleteModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionDeleteResponse import (
    AlipayEbppInvoiceInstitutionDeleteResponse,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionModifyModel import (
    AlipayEbppInvoiceInstitutionModifyModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionModifyResponse import (
    AlipayEbppInvoiceInstitutionModifyResponse,
)

InstitutionRouter = APIRouter(
    route_class=OperationLogRoute,
    prefix="/institution",
    tags=["费控制度"],
)


@InstitutionRouter.post(
    "",
    summary="创建费控制度",
    description="创建费控制度。支持串联调用：创建制度→设置成员→创建发放规则",
)
async def create_institution_controller(
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:create"]))],
) -> JSONResponse:
    """创建费控制度（含完整串联流程）"""
    enterprise_id = data.get("enterprise_id", "")
    if not enterprise_id:
        from app.plugin.module_payment.enterprise.model import EnterpriseModel
        from sqlalchemy import select
        tenant_id = auth.user.tenant_id if auth.user and auth.user.tenant_id else auth.tenant_id
        log.info(f"推导 enterprise_id: tenant_id={tenant_id}, user_tenant_id={getattr(auth.user, 'tenant_id', None)}")
        stmt = select(EnterpriseModel).where(EnterpriseModel.tenant_id == tenant_id).limit(1)
        result = await auth.db.execute(stmt)
        enterprise = result.scalar_one_or_none()
        log.info(f"查询 enterprise 结果: {enterprise.enterprise_id if enterprise else 'None'}")
        enterprise_id = enterprise.enterprise_id if enterprise else ""
        if enterprise_id:
            data["enterprise_id"] = enterprise_id
    # 字段映射：前端 name → Alipay institution_name
    if data.get("name") and not data.get("institution_name"):
        data["institution_name"] = data["name"]
    # Alipay 必填：商户外部单据号（唯一标识）
    if not data.get("outer_source_id"):
        data["outer_source_id"] = str(uuid.uuid4()).replace("-", "")
    # expense_type 映射：前端值 → 支付宝标准值
    EXPENSE_TYPE_MAP = {"GENERAL": "DEFAULT", "DEFAULT": "DEFAULT"}
    if data.get("expense_type") in EXPENSE_TYPE_MAP:
        data["expense_type"] = EXPENSE_TYPE_MAP[data["expense_type"]]
    # 时间格式补全：YYYY-MM-DD → YYYY-MM-DD HH:mm:ss
    if data.get("effective_start_date") and len(data["effective_start_date"]) == 10:
        data["effective_start_date"] = data["effective_start_date"] + " 00:00:00"
    if data.get("effective_end_date") and len(data["effective_end_date"]) == 10:
        data["effective_end_date"] = data["effective_end_date"] + " 23:59:59"
    elif not data.get("effective_end_date") and data.get("effective_time_type") == "unlimited":
        # 长期有效：设为2099年底
        data["effective_end_date"] = "2099-12-31 23:59:59"
    # 默认使用规则（支付宝必填）
    if not data.get("standard_info_list"):
        single_limit = data.get("single_limit", 0)
        period_type = data.get("period_type", "")
        amount = data.get("amount", 0)
        standard_info = {
            "standard_name": data.get("institution_name", "默认规则"),
            "standard_desc": f"单笔限额{single_limit}元" if single_limit else "通用规则",
            "consume_mode": "DEFAULT",
            "payment_policy": "PERSONAL",
            "personal_qrcode_mode": 0,
            "outer_source_id": str(uuid.uuid4()).replace("-", ""),
        }
        condition_list = []
        if single_limit:
            condition_list.append({"rule_factor": "QUOTA_TOTAL", "rule_name": "单次消费金额", "rule_value": str(single_limit)})
        # 定额发放时，将周期限额写入使用规则条件
        PERIOD_FACTOR_MAP = {
            "daily": "QUOTA_DAY", "weekly": "QUOTA_WEEK",
            "monthly": "QUOTA_MONTH", "quarterly": "QUOTA_QUARTER",
            "yearly": "QUOTA_YEAR",
        }
        if data.get("grant_mode") == "period" and period_type in PERIOD_FACTOR_MAP and amount:
            condition_list.append({
                "rule_factor": PERIOD_FACTOR_MAP[period_type],
                "rule_name": f"{period_type}限额",
                "rule_value": str(amount),
            })
        # 至少保证有一条条件规则（支付宝必填）
        if not condition_list:
            condition_list.append({
                "rule_factor": "QUOTA_TOTAL",
                "rule_name": "单次消费金额",
                "rule_value": "0",
            })
        standard_info["standard_condition_info_list"] = condition_list
        data["standard_info_list"] = [standard_info]
    institution_create_model = AlipayEbppInvoiceInstitutionCreateModel.from_alipay_dict(data)

    # 解析适用成员数据
    scope_data = None
    adapter_type = data.get("applicable_scope")
    if adapter_type and adapter_type not in ("NONE", "none"):
        ADAPTER_TYPE_MAP = {"all": "EMPLOYEE_ALL", "employee": "EMPLOYEE_SELECT", "department": "EMPLOYEE_DEPARTMENT"}
        mapped_adapter = ADAPTER_TYPE_MAP.get(adapter_type, adapter_type)
        scope_data = {
            "adapter_type": mapped_adapter,
            "owner_type": data.get("scope_owner_type", "EMPLOYEE"),
            "add_owner_id_list": data.get("scope_owner_id_list"),
        }
        # 全体员工时把 scope 写入创建请求（避免默认无scope导致支付宝后台不可操作）
        if adapter_type == "all":
            data["institution_scope_info"] = {
                "adapter_type": "ALL",
                "owner_type": "EMPLOYEE",
            }


    # 解析发放规则数据
    issuerule_data = None
    if data.get("grant_mode") == "period":
        period_type_raw = data.get("period_type", "monthly")
        # 映射前端period_type到支付宝枚举
        ISSUE_TYPE_MAP = {
            "daily": "ISSUE_DAY",
            "weekly": "ISSUE_WEEK",
            "monthly": "ISSUE_MONTH",
            "quarterly": "ISSUE_QUARTER",
            "yearly": "ISSUE_YEAR",
        }
        issue_type = ISSUE_TYPE_MAP.get(period_type_raw, "ISSUE_MONTH")
        amount = data.get("amount", 0)

        # 有效时间配置
        effective_time_type = data.get("effective_time_type", "unlimited")
        if effective_time_type == "unlimited":
            effective_period = '{"all": true}'
        elif effective_time_type == "workday":
            workday_start = data.get("workday_start_time", "00:00")
            workday_end = data.get("workday_end_time", "23:59")
            effective_period = f'{{"regular":{{"workday":[["{workday_start}","{workday_end}"]]}}}}'
        else:
            effective_period = '{"all": true}'

        issuerule_data = {
            "quota_type": "CAP",
            "issue_type": issue_type,
            "issue_amount_value": str(amount),
            "issue_rule_name": data.get("name", "") + "-发放规则",
            "effective_period": effective_period,
            "invalid_mode": 1 if data.get("effective_time_type") == "unlimited" else 0,
            "share_mode": 0,
            "outer_source_id": data.get("outer_source_id") or str(uuid.uuid4()),
        }

    result = await InstitutionService.create_institution_full_flow(
        auth=auth,
        institution_model=institution_create_model,
        enterprise_id=enterprise_id,
        scope_data=scope_data,
        issuerule_data=issuerule_data,
        raw_data=data,
    )
    log.info(f"创建费控制度成功: institution_id={result.get('institution_id')}")
    return SuccessResponse(data=result, msg="创建费控制度成功")


@InstitutionRouter.get(
    "",
    summary="查询费控制度列表",
    description="分页查询费控制度列表",
    response_model=ResponseSchema[InstitutionListOutSchema],
)
async def list_institution_controller(
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:list"]))],
    page_no: Annotated[int, Query(description="页码")] = 1,
    page_size: Annotated[int, Query(description="每页数量")] = 20,
    enterprise_id: Annotated[str | None, Query(description="企业ID")] = None,
    name: Annotated[str | None, Query(description="制度名称")] = None,
    expense_type: Annotated[str | None, Query(description="费用类型")] = None,
    status: Annotated[str | None, Query(description="状态")] = None,
) -> JSONResponse:
    """查询费控制度列表"""
    search = {}
    if enterprise_id:
        search["enterprise_id"] = enterprise_id
    if name:
        search["name"] = name
    if expense_type:
        search["expense_type"] = expense_type
    if status:
        search["status"] = status

    result = await InstitutionService.list_service(
        auth=auth, page_no=page_no, page_size=page_size, search=search
    )
    return SuccessResponse(data=result, msg="查询费控制度列表成功")


@InstitutionRouter.get(
    "/{institution_id}",
    summary="查询费控制度详情",
    description="查询费控制度详情 (alipay.ebpp.invoice.institution.detailinfo.query)，失败时降级到本地DB",
)
async def detail_institution_controller(
    institution_id: Annotated[str, Path(description="制度ID")],
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:detail"]))],
    enterprise_id: Annotated[str | None, Query(description="企业ID")] = None,
) -> JSONResponse:
    """查询费控制度详情"""
    if not enterprise_id:
        from app.plugin.module_payment.enterprise.model import EnterpriseModel
        from sqlalchemy import select
        tenant_id = auth.user.tenant_id if auth.user and auth.user.tenant_id else auth.tenant_id
        stmt = select(EnterpriseModel).where(EnterpriseModel.tenant_id == tenant_id).limit(1)
        result = await auth.db.execute(stmt)
        ent = result.scalar_one_or_none()
        enterprise_id = ent.enterprise_id if ent else ""

    result = await InstitutionService.detailinfo_query_service(
        auth=auth,
        institution_id=institution_id,
        enterprise_id=enterprise_id,
    )
    if result is None:
        return SuccessResponse(data=None, msg="制度不存在")
    return SuccessResponse(data=result, msg="查询费控制度详情成功")


@InstitutionRouter.delete(
    "",
    summary="删除费控制度",
    description="删除费控制度 (alipay.ebpp.invoice.institution.delete)",
)
async def delete_institution_controller(
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:delete"]))],
) -> JSONResponse:
    """删除费控制度"""
    institution_delete_model = AlipayEbppInvoiceInstitutionDeleteModel.from_alipay_dict(data)
    result = await InstitutionService.delete_institution_service(auth=auth, data=institution_delete_model)
    log.info(f"删除费控制度成功: institution_id={institution_delete_model.institution_id}, enterprise_id={institution_delete_model.enterprise_id}")
    return SuccessResponse(data=result, msg="删除费控制度成功")


@InstitutionRouter.post(
    "/modify",
    summary="编辑费控制度",
    description="编辑费控制度 (alipay.ebpp.invoice.institution.modify)",
)
async def modify_institution_controller(
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:modify"]))],
) -> JSONResponse:
    """编辑费控制度"""
    institution_id = data.get("institution_id", "")
    # enterprise_id 推导
    if not data.get("enterprise_id"):
        from app.plugin.module_payment.enterprise.model import EnterpriseModel
        from sqlalchemy import select
        tenant_id = auth.user.tenant_id if auth.user and auth.user.tenant_id else auth.tenant_id
        stmt = select(EnterpriseModel).where(EnterpriseModel.tenant_id == tenant_id).limit(1)
        result = await auth.db.execute(stmt)
        enterprise = result.scalar_one_or_none()
        if enterprise:
            data["enterprise_id"] = enterprise.enterprise_id
    # name → institution_name
    if data.get("name") and not data.get("institution_name"):
        data["institution_name"] = data["name"]
    # 时间格式
    if data.get("effective_start_date") and len(data["effective_start_date"]) == 10:
        data["effective_start_date"] = data["effective_start_date"] + " 00:00:00"
    if data.get("effective_end_date") and len(data["effective_end_date"]) == 10:
        data["effective_end_date"] = data["effective_end_date"] + " 23:59:59"
    elif not data.get("effective_end_date") and data.get("effective_time_type") == "unlimited":
        data["effective_end_date"] = "2099-12-31 23:59:59"
    # expense_type 映射
    EXPENSE_TYPE_MAP = {"GENERAL": "DEFAULT", "DEFAULT": "DEFAULT"}
    if data.get("expense_type") in EXPENSE_TYPE_MAP:
        data["expense_type"] = EXPENSE_TYPE_MAP[data["expense_type"]]
    # 提取 scope 变更数据（需与基础修改分两次请求）
    applicable_scope = data.get("applicable_scope", "")
    scope_info = None
    enterprise_id = data.get("enterprise_id", "")
    if applicable_scope and applicable_scope not in ("NONE", "none"):
        ADAPTER_MAP = {"all": "EMPLOYEE_ALL", "employee": "EMPLOYEE_SELECT", "department": "EMPLOYEE_DEPARTMENT"}
        new_adapter = ADAPTER_MAP.get(applicable_scope, applicable_scope)

        # 查询当前scope：计算旧→新的差异
        old_ids = []
        try:
            scope_old = await InstitutionScopeService.scopepageinfo_query_service(
                auth=auth, institution_id=institution_id, enterprise_id=enterprise_id,
                page_num=1, page_size=100,
            )
            old_ids = [str(i) for i in (scope_old.get("owner_id_list") or []) if i]
        except Exception:
            log.warning(f"查询旧scope失败，将全量覆盖: institution_id={data.get('institution_id', '')}")

        new_ids_raw = data.get("scope_owner_id_list") or []
        new_ids = [str(i) for i in new_ids_raw if i is not None and str(i).strip()]

        # 计算差异
        old_set, new_set = set(old_ids), set(new_ids)
        add_ids = list(new_set - old_set)
        delete_ids = list(old_set - new_set)

        scope_info = {
            "enterprise_id": enterprise_id,
            "adapter_type": new_adapter,
            "owner_type": "EMPLOYEE",
        }
        if new_adapter == "EMPLOYEE_ALL":
            # 全体员工模式：不传员工ID给支付宝（但本地同步仍然需要）
            log.info(f"全体员工模式，跳过员工ID传参")
        else:
            if add_ids:
                scope_info["add_owner_id_list"] = add_ids
            if delete_ids:
                scope_info["delete_owner_id_list"] = delete_ids
            if not add_ids and not delete_ids:
                scope_info = None
                log.info("scope 无变化，跳过")
    elif applicable_scope in ("NONE", "none"):
        # 暂不设置：清空支付宝范围（调用 scope.modify 删除所有成员）
        try:
            scope_old = await InstitutionScopeService.scopepageinfo_query_service(
                auth=auth, institution_id=institution_id, enterprise_id=enterprise_id,
                page_num=1, page_size=100,
            )
            old_adapter = scope_old.get("adapter_type", "")
            old_ids = [str(i) for i in (scope_old.get("owner_id_list") or []) if i]

            # 对非NONE的旧范围，清空所有成员
            if old_adapter and old_adapter not in ("NONE",) and old_ids:
                scope_info = {
                    "enterprise_id": enterprise_id,
                    "adapter_type": old_adapter,
                    "owner_type": "EMPLOYEE",
                    "delete_owner_id_list": old_ids,
                }
                log.info(f"暂不设置 - 清空支付宝旧成员: {old_adapter}, count={len(old_ids)}")
        except Exception:
            log.warning(f"查询旧scope失败，跳过清空支付宝成员")
    # 从请求中移除 scope 数据，避免与基础修改冲突
    data.pop("modify_scope_info", None)

    # 构建金额/限额变更的标准规则信息（同步到支付宝）
    new_amount = data.get("amount")
    new_single_limit = data.get("single_limit")
    period_type = data.get("period_type", "")
    grant_mode = data.get("grant_mode", "")

    if institution_id and enterprise_id and (new_amount is not None or new_single_limit is not None):
        try:
            # 从支付宝查询当前制度的 standard_info_list，获取现有 condition 的 rule_id
            detail_dict = await InstitutionService.detailinfo_query_service(
                auth=auth, institution_id=institution_id, enterprise_id=enterprise_id
            )
            if detail_dict and detail_dict.get("standard_info_list"):
                std_list = detail_dict["standard_info_list"]
                if not isinstance(std_list, list):
                    std_list = [std_list]
                modify_standard_list = []
                for std in std_list:
                    std_id = std.get("standard_id")
                    if not std_id:
                        continue
                    conditions = std.get("standard_condition_info_list") or []
                    if not isinstance(conditions, list):
                        conditions = [conditions]
                    modify_condition_list = []

                    for cond in conditions:
                        cond_factor = cond.get("rule_factor", "")
                        cond_id = cond.get("rule_id", "")

                        # 周期限额变更
                        if grant_mode == "period" and period_type:
                            PERIOD_FACTOR_MAP = {
                                "daily": "QUOTA_DAY", "weekly": "QUOTA_WEEK",
                                "monthly": "QUOTA_MONTH", "quarterly": "QUOTA_QUARTER",
                                "yearly": "QUOTA_YEAR",
                            }
                            target_factor = PERIOD_FACTOR_MAP.get(period_type)
                            if target_factor and cond_factor == target_factor and new_amount is not None:
                                modify_condition_list.append({
                                    "rule_id": cond_id,
                                    "rule_factor": cond_factor,
                                    "rule_value": str(new_amount),
                                })

                        # 单笔限额变更
                        if cond_factor == "QUOTA_TOTAL" and new_single_limit is not None:
                            modify_condition_list.append({
                                "rule_id": cond_id,
                                "rule_factor": "QUOTA_TOTAL",
                                "rule_value": str(new_single_limit),
                            })

                    if modify_condition_list:
                        modify_standard_list.append({
                            "standard_id": std_id,
                            "modify_condition_list": modify_condition_list,
                        })

                if modify_standard_list:
                    data["modify_standard_detail_info"] = {
                        "modify_standard_list": modify_standard_list
                    }
                    log.info(f"已构建金额变更信息: amount={new_amount}, single_limit={new_single_limit}, rules={len(modify_standard_list)}")
            else:
                log.warning(f"未查询到制度详情，跳过金额同步: institution_id={institution_id}")
        except Exception as e:
            log.warning(f"构建标准规则变更信息失败(将跳过金额同步): {e}")

    # 第1次请求：仅修改制度基础信息（不含 scope）
    base_data = {k: v for k, v in data.items() if k != "modify_scope_info"}
    institution_modify_model = AlipayEbppInvoiceInstitutionModifyModel.from_alipay_dict(base_data)
    try:
        result = await InstitutionService.modify_institution_service(
            auth=auth, data=institution_modify_model, raw_data=base_data, scope_info=scope_info
        )
    except Exception as e:
        err_msg = str(e)
        if "consult" in err_msg.lower() or "咨询" in err_msg or "发" in err_msg:
            raise CustomException(msg="制度下存在发放规则，咨询模式不允许修改为外部服务商，请先删除发放规则后再试")
        raise
    log.info(f"编辑费控制度成功: institution_id={institution_modify_model.institution_id}")
    return SuccessResponse(data=result, msg="编辑费控制度成功")


# ========== 制度成员范围管理 ==========


@InstitutionRouter.get(
    "/{institution_id}/scope",
    summary="查询制度成员范围",
    description="查询制度下成员范围 (alipay.ebpp.invoice.institution.scopepageinfo.query)",
)
async def list_scope_controller(
    institution_id: Annotated[str, Path(description="制度ID")],
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:scope:list"]))],
    enterprise_id: Annotated[str | None, Query(description="企业ID")] = None,
    owner_type: Annotated[str | None, Query(description="适配ID类型")] = None,
    page_num: Annotated[int, Query(description="页码")] = 1,
    page_size: Annotated[int, Query(description="每页条数")] = 20,
) -> JSONResponse:
    """查询制度成员"""
    result = await InstitutionScopeService.scopepageinfo_query_service(
        auth=auth,
        institution_id=institution_id,
        enterprise_id=enterprise_id,
        page_num=page_num,
        page_size=page_size,
        owner_type=owner_type,
    )
    # 如果本地库标记为暂不设置，覆盖支付宝返回值
    try:
        from .crud import InstitutionCRUD
        crud = InstitutionCRUD(auth)
        local_inst = await crud.get(institution_id=institution_id, enterprise_id=enterprise_id)
        if local_inst and getattr(local_inst, 'applicable_scope', '') in ('none', 'NONE'):
            result["adapter_type"] = "NONE"
            result["owner_id_list"] = []
    except Exception:
        pass
    return SuccessResponse(data=result, msg="查询成功")


@InstitutionRouter.post(
    "/{institution_id}/scope",
    summary="设置制度成员范围",
    description="设置/修改制度成员范围 (alipay.ebpp.invoice.institution.scope.modify)",
)
async def modify_scope_controller(
    institution_id: Annotated[str, Path(description="制度ID")],
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:scope:modify"]))],
) -> JSONResponse:
    """设置制度成员"""
    from app.plugin.module_payment.employee.model import EmployeeModel
    from sqlalchemy import select

    enterprise_id = data.get("enterprise_id", "")
    new_adapter = data.get("adapter_type", "EMPLOYEE_ALL")

    # ====== 1. 查询旧适配类型和老员工ID列表 ======
    old_adapter = "NONE"
    old_employee_ids: set[str] = set()
    try:
        scope_old = await InstitutionScopeService.scopepageinfo_query_service(
            auth=auth, institution_id=institution_id, enterprise_id=enterprise_id,
            page_num=1, page_size=100,
        )
        old_adapter = scope_old.get("adapter_type", old_adapter)
        raw_old = [str(i) for i in (scope_old.get("owner_id_list") or []) if i]
        if old_adapter == "EMPLOYEE_ALL":
            # 全体员工模式 → 所有已签约员工
            stmt = select(EmployeeModel.employee_id).where(
                EmployeeModel.enterprise_id == enterprise_id,
                EmployeeModel.status == "ACTIVATED",
            )
            result = await auth.db.execute(stmt)
            old_employee_ids = {row[0] for row in result.fetchall() if row[0]}
        elif old_adapter == "EMPLOYEE_DEPARTMENT":
            # 按部门模式 → 部门下的所有已签约员工
            from app.plugin.module_payment.employee.model import EmployeeModel
            stmt = select(EmployeeModel.employee_id, EmployeeModel.department_ids).where(
                EmployeeModel.enterprise_id == enterprise_id,
                EmployeeModel.status == "ACTIVATED",
            )
            result = await auth.db.execute(stmt)
            dept_set = set(raw_old)
            for row in result.fetchall():
                if row[1] and dept_set.intersection(set(row[1])):
                    if row[0]:
                        old_employee_ids.add(row[0])
        else:
            old_employee_ids = set(raw_old)
    except Exception:
        old_adapter = "NONE"  # 查不到旧范围时标记为NONE，确保走分步调用的逻辑
        log.warning(f"查询旧scope失败(将全量处理): institution_id={institution_id}")

    # ====== 2. 计算新员工ID列表 ======
    new_employee_ids: set[str] = set()
    if new_adapter == "EMPLOYEE_ALL":
        stmt = select(EmployeeModel.employee_id).where(
            EmployeeModel.enterprise_id == enterprise_id,
            EmployeeModel.status == "ACTIVATED",
        )
        result = await auth.db.execute(stmt)
        new_employee_ids = {row[0] for row in result.fetchall() if row[0]}
    elif new_adapter == "EMPLOYEE_DEPARTMENT":
        dept_ids = data.get("add_owner_id_list") or []
        dept_set = set(str(d) for d in dept_ids if d)
        stmt = select(EmployeeModel.employee_id, EmployeeModel.department_ids).where(
            EmployeeModel.enterprise_id == enterprise_id,
            EmployeeModel.status == "ACTIVATED",
        )
        result = await auth.db.execute(stmt)
        for row in result.fetchall():
            if row[1] and dept_set.intersection(set(row[1])):
                if row[0]:
                    new_employee_ids.add(row[0])
    else:
        raw_new = data.get("add_owner_id_list") or []
        new_employee_ids = set(str(i) for i in raw_new if i is not None and str(i).strip())

    # ====== 3. 计算员工级差异（用于配额联动） ======
    add_emp_ids = list(new_employee_ids - old_employee_ids)
    delete_emp_ids = list(old_employee_ids - new_employee_ids)

    # 提取传给支付宝的原始ID（部门模式传部门ID，员工模式传员工ID） ======
    alipay_add_ids: list[str] = []
    alipay_delete_ids: list[str] = []
    if new_adapter == "EMPLOYEE_DEPARTMENT":
        dept_ids = data.get("add_owner_id_list") or []
        alipay_add_ids = [str(d) for d in dept_ids if d]
    elif new_adapter == "EMPLOYEE_SELECT":
        alipay_add_ids = list(new_employee_ids - old_employee_ids)
        alipay_delete_ids = list(old_employee_ids - new_employee_ids)

    # ====== 4. 调用支付宝 scope.modify ======
    # 部门模式：需一次性传部门ID，不支持分步
    if new_adapter == "EMPLOYEE_DEPARTMENT":
        scope_data = {
            "enterprise_id": enterprise_id,
            "adapter_type": "EMPLOYEE_DEPARTMENT",
            "owner_type": data.get("owner_type", "EMPLOYEE"),
        }
        if alipay_add_ids:
            scope_data["add_owner_id_list"] = alipay_add_ids
        result = await InstitutionScopeService.scope_modify_service(
            auth=auth, institution_id=institution_id, data=scope_data,
        )
    elif old_adapter != new_adapter and new_adapter != "EMPLOYEE_ALL":
        # SELECT模式 + 适配类型变更：先改类型，再加员工
        await InstitutionScopeService.scope_modify_service(
            auth=auth, institution_id=institution_id,
            data={
                "enterprise_id": enterprise_id,
                "adapter_type": new_adapter,
                "owner_type": data.get("owner_type", "EMPLOYEE"),
            },
        )
        if alipay_add_ids or alipay_delete_ids:
            scope_data = {
                "enterprise_id": enterprise_id,
                "adapter_type": new_adapter,
                "owner_type": data.get("owner_type", "EMPLOYEE"),
            }
            if alipay_add_ids:
                scope_data["add_owner_id_list"] = alipay_add_ids
            if alipay_delete_ids:
                scope_data["delete_owner_id_list"] = alipay_delete_ids
            result = await InstitutionScopeService.scope_modify_service(
                auth=auth, institution_id=institution_id, data=scope_data,
            )
        else:
            result = {"result": True}
    else:
        # ALL模式 或 类型不变
        if alipay_add_ids or alipay_delete_ids:
            scope_data = {
                "enterprise_id": enterprise_id,
                "adapter_type": new_adapter,
                "owner_type": data.get("owner_type", "EMPLOYEE"),
            }
            if alipay_add_ids:
                scope_data["add_owner_id_list"] = alipay_add_ids
            if alipay_delete_ids:
                scope_data["delete_owner_id_list"] = alipay_delete_ids
            result = await InstitutionScopeService.scope_modify_service(
                auth=auth, institution_id=institution_id, data=scope_data,
            )
        else:
            result = {"result": True}

    # ====== 5. 更新本地库 + 额度联动 ======
    try:
        from .crud import InstitutionCRUD
        crud = InstitutionCRUD(auth)
        scope_map = {"EMPLOYEE_ALL": "all", "EMPLOYEE_SELECT": "employee", "EMPLOYEE_DEPARTMENT": "department"}
        applicable_scope = scope_map.get(new_adapter, "all")
        update_data = {"applicable_scope": applicable_scope}
        if new_adapter == "EMPLOYEE_DEPARTMENT":
            dept_ids = data.get("add_owner_id_list") or []
            if dept_ids:
                update_data["department_id"] = str(dept_ids[0])
        await crud.update_by_institution_id(institution_id, update_data)

        if enterprise_id:
            from .service import InstitutionService
            scope_info = {
                "adapter_type": new_adapter,
                "owner_type": "EMPLOYEE",
                "add_owner_id_list": add_emp_ids,
                "delete_owner_id_list": delete_emp_ids,
            }
            await InstitutionService._sync_modify_quotas_by_scope(
                auth=auth,
                institution_id=institution_id,
                enterprise_id=enterprise_id,
                scope_info=scope_info,
                raw_data={},
            )
    except Exception as e:
        log.warning(f"本地scope同步失败(不影响支付宝侧): {e}")

    log.info(f"设置成员成功: {old_adapter}→{new_adapter}, "
             f"加{len(add_ids)}人, 减{len(delete_ids)}人")
    return SuccessResponse(data=result, msg="设置成功")


# ========== 自动额度发放规则管理 ==========


@InstitutionRouter.post(
    "/{institution_id}/issuerule",
    summary="创建自动发放规则",
    description="创建自动额度发放规则 (alipay.ebpp.invoice.issuerule.create)",
)
async def create_issuerule_controller(
    institution_id: Annotated[str, Path(description="制度ID")],
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:issuerule:create"]))],
) -> JSONResponse:
    """创建自动发放规则"""
    result = await IssueruleService.create_issuerule_service(
        auth=auth,
        institution_id=institution_id,
        enterprise_id=data.get("enterprise_id", ""),
        quota_type=data.get("quota_type", "CAP"),
        issue_type=data.get("issue_type", "ISSUE_MONTH"),
        issue_amount_value=data.get("issue_amount_value", "0"),
        outer_source_id=data.get("outer_source_id"),
        issue_rule_name=data.get("issue_rule_name"),
        effective_period=data.get("effective_period"),
        invalid_mode=data.get("invalid_mode"),
        share_mode=data.get("share_mode"),
    )
    log.info(f"创建自动发放规则成功: institution_id={institution_id}")
    return SuccessResponse(data=result, msg="创建自动发放规则成功")


@InstitutionRouter.put(
    "/{institution_id}/issuerule/{issue_rule_id}",
    summary="编辑自动发放规则",
    description="编辑自动额度发放规则 (alipay.ebpp.invoice.issuerule.modify)",
)
async def modify_issuerule_controller(
    institution_id: Annotated[str, Path(description="制度ID")],
    issue_rule_id: Annotated[str, Path(description="发放规则ID")],
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:issuerule:modify"]))],
) -> JSONResponse:
    result = await IssueruleService.modify_issuerule_service(
        auth=auth,
        institution_id=institution_id,
        issue_rule_id=issue_rule_id,
        enterprise_id=data.get("enterprise_id", ""),
        quota_type=data.get("quota_type"),
        issue_type=data.get("issue_type"),
        issue_amount_value=data.get("issue_amount_value"),
        issue_rule_name=data.get("issue_rule_name"),
        effective=data.get("effective"),
        effective_period=data.get("effective_period"),
        invalid_mode=data.get("invalid_mode"),
        share_mode=data.get("share_mode"),
    )
    log.info(f"编辑自动发放规则成功: issue_rule_id={issue_rule_id}")
    return SuccessResponse(data=result, msg="编辑自动发放规则成功")


@InstitutionRouter.delete(
    "/{institution_id}/issuerule",
    summary="删除自动发放规则",
    description="删除自动额度发放规则 (alipay.ebpp.invoice.issuerule.delete)",
)
async def delete_issuerule_controller(
    institution_id: Annotated[str, Path(description="制度ID")],
    data: dict,
    auth: Annotated[AuthSchema, Depends(AuthPermission(["module_payment:expense:institution:issuerule:delete"]))],
) -> JSONResponse:
    result = await IssueruleService.delete_issuerule_service(
        auth=auth,
        institution_id=institution_id,
        issue_rule_id_list=data.get("issue_rule_id_list", []),
        enterprise_id=data.get("enterprise_id", ""),
    )
    log.info(f"删除自动发放规则成功: institution_id={institution_id}")
    return SuccessResponse(data=result, msg="删除自动发放规则成功")