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

import asyncio
from datetime import datetime
from decimal import Decimal

from app.api.v1.module_system.auth.schema import AuthSchema
from app.core.alipay import AlipayClient
from app.core.exceptions import CustomException
from app.core.logger import log
from app.plugin.module_payment.expense.institution.schema import InstitutionListOutSchema, InstitutionCreateSchema

from .crud import InstitutionCRUD
from .enums import InstitutionStatusEnum

from alipay.aop.api.request.AlipayEbppInvoiceInstitutionCreateRequest import (
    AlipayEbppInvoiceInstitutionCreateRequest,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionCreateModel import (
    AlipayEbppInvoiceInstitutionCreateModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionCreateResponse import (
    AlipayEbppInvoiceInstitutionCreateResponse,
)
from alipay.aop.api.request.AlipayEbppInvoiceInstitutionPageinfoQueryRequest import (
    AlipayEbppInvoiceInstitutionPageinfoQueryRequest,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionPageinfoQueryModel import (
    AlipayEbppInvoiceInstitutionPageinfoQueryModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionPageinfoQueryResponse import (
    AlipayEbppInvoiceInstitutionPageinfoQueryResponse,
)
from alipay.aop.api.request.AlipayEbppInvoiceInstitutionDetailinfoQueryRequest import (
    AlipayEbppInvoiceInstitutionDetailinfoQueryRequest,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionDetailinfoQueryModel import (
    AlipayEbppInvoiceInstitutionDetailinfoQueryModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionDetailinfoQueryResponse import (
    AlipayEbppInvoiceInstitutionDetailinfoQueryResponse,
)
from alipay.aop.api.request.AlipayEbppInvoiceInstitutionDeleteRequest import (
    AlipayEbppInvoiceInstitutionDeleteRequest,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionDeleteModel import (
    AlipayEbppInvoiceInstitutionDeleteModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionDeleteResponse import (
    AlipayEbppInvoiceInstitutionDeleteResponse,
)
from alipay.aop.api.request.AlipayEbppInvoiceInstitutionModifyRequest import (
    AlipayEbppInvoiceInstitutionModifyRequest,
)
from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionModifyModel import (
    AlipayEbppInvoiceInstitutionModifyModel,
)
from alipay.aop.api.response.AlipayEbppInvoiceInstitutionModifyResponse import (
    AlipayEbppInvoiceInstitutionModifyResponse,
)


class InstitutionService:
    """费控制度服务层"""

    @classmethod
    def _execute_alipay(cls, request):
        """同步执行支付宝调用（通过线程池避免阻塞事件循环）"""
        client = AlipayClient.get_client()
        return client.execute(request)

    @classmethod
    async def create_institution_service(
        cls, auth: AuthSchema, data: AlipayEbppInvoiceInstitutionCreateModel
    ) -> AlipayEbppInvoiceInstitutionCreateResponse:
        """
        创建费控制度（仅调 institution.create，不包含串联流程）
        调用: alipay.ebpp.invoice.institution.create
        """
        if data.enterprise_id is None:
            raise CustomException(msg="创建费控制度失败: 企业ID不能为空")

        data.currency = 'CNY'

        request = AlipayEbppInvoiceInstitutionCreateRequest()
        request.biz_model = data

        response = await asyncio.to_thread(cls._execute_alipay, request)

        if not response:
            raise CustomException(msg="创建费控制度失败: 无响应")

        result = AlipayEbppInvoiceInstitutionCreateResponse()
        result.parse_response_content(response)

        if not result.is_success():
            log.error(f"支付宝接口调用失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"创建费控制度失败: {result.msg}")

        return result

    @classmethod
    async def create_institution_full_flow(
        cls,
        auth: AuthSchema,
        institution_model: AlipayEbppInvoiceInstitutionCreateModel,
        enterprise_id: str,
        scope_data: dict | None = None,
        issuerule_data: dict | None = None,
        raw_data: dict | None = None,
    ) -> dict:
        """
        创建费控制度（完整串联流程）

        流程:
        1. institution.create → 获取 institution_id
        2. scope.modify ← 如有适用成员数据（scope_data）
        3. issuerule.create ← 如为"按固定周期发放"（issuerule_data）
        4. 保存到本地DB（制度 + 使用规则 + 发放规则）
        """
        # 第1步：创建制度
        institution_result = await cls.create_institution_service(auth=auth, data=institution_model)
        institution_id = institution_result.institution_id

        try:
            # 第2步：设置适用成员（如有）
            scope_modified = False
            if scope_data and scope_data.get("adapter_type") and scope_data.get("adapter_type") != "NONE":
                await InstitutionScopeService.scope_modify_service(
                    auth=auth,
                    institution_id=institution_id,
                    data={
                        "enterprise_id": enterprise_id,
                        "adapter_type": scope_data["adapter_type"],
                        "owner_type": scope_data.get("owner_type"),
                        "add_owner_id_list": scope_data.get("add_owner_id_list"),
                    },
                )
                scope_modified = True
                log.info(f"成员设置成功: institution_id={institution_id}")

            # 第3步：创建自动发放规则（如为"按固定周期发放"）
            issue_rule_id = None
            if issuerule_data:
                issuerule_result = await IssueruleService.create_issuerule_service(
                    auth=auth,
                    institution_id=institution_id,
                    enterprise_id=enterprise_id,
                    quota_type=issuerule_data.get("quota_type", "CAP"),
                    issue_type=issuerule_data.get("issue_type", "ISSUE_MONTH"),
                    issue_amount_value=issuerule_data.get("issue_amount_value", "0"),
                    outer_source_id=issuerule_data.get("outer_source_id"),
                    issue_rule_name=issuerule_data.get("issue_rule_name"),
                    effective_period=issuerule_data.get("effective_period"),
                    invalid_mode=issuerule_data.get("invalid_mode", 0),
                    share_mode=issuerule_data.get("share_mode", 0),
                )
                issue_rule_id = issuerule_result.get("issue_rule_id")
                log.info(f"发放规则创建成功: institution_id={institution_id}, issue_rule_id={issue_rule_id}")

        except Exception as e:
            # 子步骤失败：删除已创建的支付宝制度（补偿事务）
            log.error(f"创建串联流程失败: {e}，开始回滚 institution_id={institution_id}")
            try:
                from alipay.aop.api.request.AlipayEbppInvoiceInstitutionDeleteRequest import (
                    AlipayEbppInvoiceInstitutionDeleteRequest,
                )
                from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionDeleteModel import (
                    AlipayEbppInvoiceInstitutionDeleteModel,
                )
                rollback_model = AlipayEbppInvoiceInstitutionDeleteModel()
                rollback_model.institution_id = institution_id
                rollback_model.enterprise_id = enterprise_id
                req = AlipayEbppInvoiceInstitutionDeleteRequest()
                req.biz_model = rollback_model
                await asyncio.to_thread(cls._execute_alipay, req)
                log.info(f"回滚成功: 已删除 institution_id={institution_id}")
            except Exception as rollback_err:
                log.error(f"回滚失败: {rollback_err}")

            raise

        # 第4步：保存到本地DB
        create_data = InstitutionCreateSchema(
            enterprise_id=enterprise_id,
            institution_id=institution_id,
            institution_name=getattr(institution_model, 'institution_name', None),
            institution_desc=getattr(institution_model, 'institution_desc', None),
            scene_type=getattr(institution_model, 'scene_type', None),
            expense_type=getattr(institution_model, 'expense_type', None),
            expense_sub_type=getattr(institution_model, 'expense_sub_type', None),
            status=InstitutionStatusEnum.INSTITUTION_CREATE.value,
            effective=getattr(institution_model, 'effective', None),
            effective_start_date=getattr(institution_model, 'effective_start_date', None),
            effective_end_date=getattr(institution_model, 'effective_end_date', None),
            consult_mode=getattr(institution_model, 'consult_mode', None),
            multi_employee_share_mode=getattr(institution_model, 'multi_employee_share_mode', None),
            currency=getattr(institution_model, 'currency', None),
            grant_mode=(raw_data or {}).get("grant_mode"),
            period_type=(raw_data or {}).get("period_type"),
            amount=(raw_data or {}).get("amount"),
            single_limit=(raw_data or {}).get("single_limit"),
            effective_time_type=(raw_data or {}).get("effective_time_type"),
            applicable_scope=(raw_data or {}).get("applicable_scope"),
        )

        create_data_dict = create_data.model_dump(exclude_unset=True)
        crud = InstitutionCRUD(auth)
        await crud.create(create_data_dict)

        # 第5步：保存使用规则到本地
        if raw_data and raw_data.get("standard_info_list") and hasattr(institution_result, 'standard_id_info_list') and institution_result.standard_id_info_list:
            from app.plugin.module_payment.expense.rule.crud import RuleCRUD
            from app.plugin.module_payment.expense.rule.service import RuleService
            standard_id_map = {}
            for info in institution_result.standard_id_info_list:
                if hasattr(info, 'outer_source_id') and hasattr(info, 'standard_id'):
                    standard_id_map[info.outer_source_id] = info.standard_id
            for idx, std in enumerate(raw_data["standard_info_list"]):
                condition_list = std.get("standard_condition_info_list", [])
                single_limit_val = None
                for cond in (condition_list or []):
                    if cond.get("rule_factor") == "QUOTA_TOTAL":
                        try:
                            single_limit_val = float(cond.get("rule_value", 0))
                        except (ValueError, TypeError):
                            pass
                std_data = {
                    "out_biz_no": std.get("outer_source_id", f"std_{institution_id}_{idx}"),
                    "institution_id": institution_id,
                    "rule_id": standard_id_map.get(std.get("outer_source_id", "")),
                    "standard_name": std.get("standard_name"),
                    "standard_desc": std.get("standard_desc"),
                    "expense_type_sub_category": std.get("expense_type_sub_category", "DEFAULT"),
                    "enterprise_id": enterprise_id,
                    "tenant_id": auth.user.tenant_id if auth.user else 1,
                    "condition_info": condition_list,
                    "single_limit": single_limit_val,
                }
                try:
                    from app.plugin.module_payment.expense.rule.model import ExpenseRuleModel
                    from sqlalchemy import insert
                    stmt = insert(ExpenseRuleModel).values(**std_data)
                    await auth.db.execute(stmt)
                    await auth.db.flush()
                except Exception as e:
                    log.warning(f"保存使用规则到本地失败: {e}")

        # 第6步：按适用范围创建员工额度记录
        if scope_data and scope_data.get("adapter_type") and scope_data.get("adapter_type") != "NONE":
            try:
                await cls._create_institution_quotas(
                    auth=auth,
                    institution_id=institution_id,
                    enterprise_id=enterprise_id,
                    scope_data=scope_data,
                    raw_data=raw_data,
                )
            except Exception as e:
                log.warning(f"创建员工额度记录失败（不影响支付宝侧）: {e}")

        return {
            "institution_id": institution_id,
            "scope_modified": scope_modified,
            "issue_rule_id": issue_rule_id,
        }

    @classmethod
    async def _create_institution_quotas(
        cls,
        auth: AuthSchema,
        institution_id: str,
        enterprise_id: str,
        scope_data: dict,
        raw_data: dict | None = None,
    ):
        """按适用范围创建员工额度记录

        规则：
        - 定额发放 + 制度在有效期内：total=定额值, available=定额值, ACTIVE
        - 定额发放 + 制度未生效/已过期：total=0, available=0, PENDING
        - 手工发放：total=0, available=0, PENDING
        """
        from app.plugin.module_payment.expense.quota.model import QuotaModel
        from app.plugin.module_payment.expense.quota.enums import QuotaStatusEnum
        from sqlalchemy import insert, select

        grant_mode = (raw_data or {}).get("grant_mode", "manual")
        amount_val = float((raw_data or {}).get("amount", 0) or 0)
        tenant_id = auth.user.tenant_id if auth.user else 1

        # 判断制度是否在有效期内
        now = datetime.now()
        is_in_period = True
        try:
            start_str = (raw_data or {}).get("effective_start_date")
            end_str = (raw_data or {}).get("effective_end_date")
            if start_str:
                start_dt = datetime.fromisoformat(str(start_str).replace('Z', '').replace('T', ' ')[:19])
                if now < start_dt:
                    is_in_period = False
            if end_str and is_in_period:
                end_dt = datetime.fromisoformat(str(end_str).replace('Z', '').replace('T', ' ')[:19])
                if now > end_dt:
                    is_in_period = False
        except Exception:
            is_in_period = True

        # 定额+有效期内 → ACTIVE，否则 → PENDING
        is_active = (grant_mode == "period") and amount_val > 0 and is_in_period

        # 收集员工ID列表
        employee_ids: list[str] = []
        adapter_type = scope_data.get("adapter_type", "")
        add_ids = scope_data.get("add_owner_id_list") or []

        if adapter_type == "EMPLOYEE_SELECT":
            # 按员工选择 → 直接使用传入的员工ID
            employee_ids = [str(i) for i in add_ids if i]
        elif adapter_type == "EMPLOYEE_DEPARTMENT":
            # 按部门 → 查该部门下的所有员工
            for dept_id in add_ids:
                dept_id_str = str(dept_id)
                from app.plugin.module_payment.employee.model import EmployeeModel
                emp_stmt = select(EmployeeModel).where(
                    EmployeeModel.enterprise_id == enterprise_id,
                    EmployeeModel.status == "EMPLOYEE_ACTIVATED",
                )
                emp_result = await auth.db.execute(emp_stmt)
                for emp in emp_result.scalars().all():
                    if emp.department_ids and dept_id_str in emp.department_ids:
                        employee_ids.append(emp.employee_id)
        elif adapter_type == "EMPLOYEE_ALL":
            # 全部员工
            from app.plugin.module_payment.employee.model import EmployeeModel
            emp_stmt = select(EmployeeModel).where(
                EmployeeModel.enterprise_id == enterprise_id,
                EmployeeModel.status == "EMPLOYEE_ACTIVATED",
            )
            emp_result = await auth.db.execute(emp_stmt)
            employee_ids = [emp.employee_id for emp in emp_result.scalars().all() if emp.employee_id]

        # 去重
        employee_ids = list(set(employee_ids))

        if not employee_ids:
            log.info(f"无员工需要创建额度记录: institution_id={institution_id}")
            return

        now = datetime.now()

        if is_active:
            # 定额+有效期内：直接赋值
            total = Decimal(str(amount_val))
            available = total
            status = QuotaStatusEnum.QUOTA_ACTIVE.value
        else:
            # 手工发放 或 定额但未到有效期：待发放
            total = Decimal("0")
            available = Decimal("0")
            status = QuotaStatusEnum.QUOTA_PENDING.value

        for emp_id in employee_ids:
            # 检查是否已有记录，避免重复
            check = select(QuotaModel).where(
                QuotaModel.employee_id == emp_id,
                QuotaModel.institution_id == institution_id,
            )
            existing = await auth.db.execute(check)
            if existing.scalar_one_or_none():
                continue

            stmt = insert(QuotaModel).values(
                employee_id=emp_id,
                institution_id=institution_id,
                out_biz_no=f"inst_{institution_id}_{emp_id}",
                total_amount=total,
                available_amount=available,
                status=status,
                enterprise_id=enterprise_id,
                tenant_id=tenant_id,
            )
            await auth.db.execute(stmt)

        await auth.db.flush()
        log.info(
            f"创建员工额度记录完成: institution_id={institution_id}, "
            f"count={len(employee_ids)}, mode={'period' if (grant_mode == 'period') and amount_val > 0 else 'manual'}, "
            f"status={status}, amount={float(total)}, in_period={is_in_period}"
        )

    @classmethod
    async def _sync_modify_quotas_by_scope(
        cls,
        auth: AuthSchema,
        institution_id: str,
        enterprise_id: str,
        scope_info: dict,
        raw_data: dict | None = None,
    ):
        """修改制度时同步员工额度记录

        新增员工：按发放模式+有效期创建额度记录
        删除员工：删除对应额度记录
        """
        from app.plugin.module_payment.expense.quota.model import QuotaModel
        from app.plugin.module_payment.expense.quota.enums import QuotaStatusEnum
        from sqlalchemy import insert, delete as sa_delete, select

        grant_mode = (raw_data or {}).get("grant_mode", "manual")
        amount_val = float((raw_data or {}).get("amount", 0) or 0)
        tenant_id = auth.user.tenant_id if auth.user else 1

        # 判断制度是否在有效期内
        now = datetime.now()
        is_in_period = True
        try:
            start_str = (raw_data or {}).get("effective_start_date")
            end_str = (raw_data or {}).get("effective_end_date")
            if start_str:
                start_dt = datetime.fromisoformat(str(start_str).replace('Z', '').replace('T', ' ')[:19])
                if now < start_dt:
                    is_in_period = False
            if end_str and is_in_period:
                end_dt = datetime.fromisoformat(str(end_str).replace('Z', '').replace('T', ' ')[:19])
                if now > end_dt:
                    is_in_period = False
        except Exception:
            is_in_period = True

        is_active = (grant_mode == "period") and amount_val > 0 and is_in_period

        # 删除被移除的员工额度
        delete_ids = scope_info.get("delete_owner_id_list") or []
        if delete_ids:
            del_stmt = sa_delete(QuotaModel).where(
                QuotaModel.institution_id == institution_id,
                QuotaModel.employee_id.in_(delete_ids),
            )
            await auth.db.execute(del_stmt)
            log.info(f"删除已移除员工额度: count={len(delete_ids)}")

        # 新增员工的额度
        add_ids = scope_info.get("add_owner_id_list") or []
        if add_ids:
            total = Decimal(str(amount_val)) if is_active else Decimal("0")
            available = total
            status = QuotaStatusEnum.QUOTA_ACTIVE.value if is_active else QuotaStatusEnum.QUOTA_PENDING.value

            created = 0
            for emp_id in add_ids:
                emp_id_str = str(emp_id)
                check = select(QuotaModel).where(
                    QuotaModel.employee_id == emp_id_str,
                    QuotaModel.institution_id == institution_id,
                )
                existing = await auth.db.execute(check)
                if existing.scalar_one_or_none():
                    continue

                stmt = insert(QuotaModel).values(
                    employee_id=emp_id_str,
                    institution_id=institution_id,
                    out_biz_no=f"inst_{institution_id}_{emp_id_str}",
                    total_amount=total,
                    available_amount=available,
                    status=status,
                    enterprise_id=enterprise_id,
                    tenant_id=tenant_id,
                )
                await auth.db.execute(stmt)
                created += 1

            if created:
                await auth.db.flush()
                log.info(f"新增员工额度: count={created}, is_active={is_active}, status={status}")

    @classmethod
    async def pageinfo_query_service(
        cls,
        auth: AuthSchema,
        enterprise_id: str,
        page_no: int = 1,
        page_size: int = 20,
        institution_name: str | None = None,
    ) -> dict:
        """
        从支付宝查询费控制度列表
        调用: alipay.ebpp.invoice.institution.pageinfo.query
        失败时降级到本地DB
        """
        try:
            model = AlipayEbppInvoiceInstitutionPageinfoQueryModel()
            model.enterprise_id = enterprise_id
            model.page_num = page_no
            model.page_size = page_size
            if institution_name:
                model.institution_name = institution_name

            req = AlipayEbppInvoiceInstitutionPageinfoQueryRequest()
            req.biz_model = model

            response = await asyncio.to_thread(cls._execute_alipay, req)

            if response:
                result = AlipayEbppInvoiceInstitutionPageinfoQueryResponse()
                result.parse_response_content(response)

                if result.is_success():
                    return {
                        "page_no": getattr(result, 'page_num', page_no) or page_no,
                        "page_size": getattr(result, 'page_size', page_size) or page_size,
                        "total": getattr(result, 'total_page_count', 0) or 0,
                        "list": getattr(result, 'institution_list', []) or [],
                    }

            log.warning("支付宝 pageinfo.query 失败，降级到本地DB")
        except Exception as e:
            log.warning(f"支付宝 pageinfo.query 异常: {e}，降级到本地DB")

        # 降级：查本地DB
        crud = InstitutionCRUD(auth)
        search = {"enterprise_id": enterprise_id}
        if institution_name:
            search["institution_name"] = institution_name
        offset = (page_no - 1) * page_size
        return await crud.page(
            offset=offset,
            limit=page_size,
            order_by=[{"id": "desc"}],
            search=search,
            out_schema=InstitutionListOutSchema,
        )

    @classmethod
    async def detailinfo_query_service(
        cls,
        auth: AuthSchema,
        institution_id: str,
        enterprise_id: str,
    ) -> dict | None:
        """
        从支付宝查询费控制度详情，并补充本地规则和额度数据
        调用: alipay.ebpp.invoice.institution.detailinfo.query
        失败时降级到本地DB
        """
        result_dict = None
        if not enterprise_id:
            from .crud import InstitutionCRUD
            inst_crud = InstitutionCRUD(auth)
            local_inst = await inst_crud.get(institution_id=institution_id)
            if local_inst and local_inst.enterprise_id:
                enterprise_id = local_inst.enterprise_id
        try:
            model = AlipayEbppInvoiceInstitutionDetailinfoQueryModel()
            model.institution_id = institution_id
            model.enterprise_id = enterprise_id

            req = AlipayEbppInvoiceInstitutionDetailinfoQueryRequest()
            req.biz_model = model

            response = await asyncio.to_thread(cls._execute_alipay, req)

            if response:
                result = AlipayEbppInvoiceInstitutionDetailinfoQueryResponse()
                result.parse_response_content(response)

                if result.is_success():
                    result_dict = {k: getattr(result, k) for k in (
                        "adapter_type", "consult_mode", "currency", "effective",
                        "effective_end_date", "effective_start_date", "expense_type",
                        "institution_desc", "institution_id", "institution_name",
                        "issue_rule_info_list", "multi_employee_share_mode",
                        "outer_source_id", "owner_id_list", "owner_open_id_list",
                        "owner_type", "scene_type", "standard_info_detail_list",
                        "standard_info_list",
                    ) if getattr(result, k, None) is not None}

            if not result_dict:
                log.warning("支付宝 detailinfo.query 失败，降级到本地DB")
        except Exception as e:
            log.warning(f"支付宝 detailinfo.query 异常: {e}，降级到本地DB")

        # 降级：查本地DB
        if not result_dict:
            crud = InstitutionCRUD(auth)
            obj = await crud.get(institution_id=institution_id, enterprise_id=enterprise_id)
            if obj:
                result_dict = InstitutionListOutSchema.model_validate(obj).model_dump()

        if not result_dict:
            return None

        # 合并本地DB的自定义字段（支付宝不包含的字段）
        try:
            crud = InstitutionCRUD(auth)
            local_obj = await crud.get(institution_id=institution_id, enterprise_id=enterprise_id)
            if local_obj:
                local_dict = InstitutionListOutSchema.model_validate(local_obj).model_dump()
                for field in ("applicable_scope", "grant_mode", "period_type", "amount",
                              "single_limit", "effective_time_type", "employee_ids",
                              "scope_owner_id_list", "enterprise_id", "status",
                              "created_time", "updated_time", "consult_mode"):
                    if field in local_dict and local_dict[field] is not None:
                        result_dict[field] = local_dict[field]
        except Exception as e:
            log.warning(f"合并本地DB字段失败: {e}")

        # 补充本地规则和额度
        from app.plugin.module_payment.expense.rule.model import ExpenseRuleModel
        from app.plugin.module_payment.expense.quota.model import QuotaModel
        from sqlalchemy import select

        # 查使用规则
        rule_stmt = select(ExpenseRuleModel).where(ExpenseRuleModel.institution_id == institution_id)
        rule_result = await auth.db.execute(rule_stmt)
        rules = rule_result.scalars().all()
        if rules:
            rule_list = []
            for r in rules:
                rule_item = {
                    "rule_id": r.rule_id,
                    "standard_name": r.standard_name,
                    "standard_desc": r.standard_desc,
                }
                if hasattr(r, 'condition_info') and r.condition_info:
                    rule_item["condition_info"] = r.condition_info
                if hasattr(r, 'single_limit') and r.single_limit:
                    rule_item["single_limit"] = float(r.single_limit)
                rule_list.append(rule_item)
            result_dict["rule_list"] = rule_list

        # 查额度
        quota_stmt = select(QuotaModel).where(QuotaModel.institution_id == institution_id).limit(1000)
        quota_result = await auth.db.execute(quota_stmt)
        quotas = quota_result.scalars().all()
        if quotas:
            result_dict["quota_list"] = [
                {
                    "quota_id": q.quota_id,
                    "employee_id": q.employee_id or "",
                    "out_biz_no": q.out_biz_no,
                    "total_amount": float(q.total_amount) if q.total_amount else 0,
                    "available_amount": float(q.available_amount) if q.available_amount else 0,
                    "status": q.status,
                }
                for q in quotas
            ]

        return result_dict

    @classmethod
    async def list_service(
        cls,
        auth: AuthSchema,
        page_no: int = 1,
        page_size: int = 20,
        search: dict | None = None,
    ) -> dict:
        """
        查询费控制度列表
        优先调支付宝，失败降级到本地DB
        """
        enterprise_id = (search or {}).get("enterprise_id", "")
        institution_name = (search or {}).get("name") or (search or {}).get("institution_name")

        if enterprise_id:
            return await cls.pageinfo_query_service(
                auth=auth,
                enterprise_id=enterprise_id,
                page_no=page_no,
                page_size=page_size,
                institution_name=institution_name,
            )

        # 无 enterprise_id 时直接查本地
        crud = InstitutionCRUD(auth)
        offset = (page_no - 1) * page_size
        return await crud.page(
            offset=offset,
            limit=page_size,
            order_by=[{"id": "desc"}],
            search=search or {},
            out_schema=InstitutionListOutSchema,
        )

    @classmethod
    async def delete_institution_service(
        cls, auth: AuthSchema, data: AlipayEbppInvoiceInstitutionDeleteModel
    ) -> dict:
        """
        删除费控制度
        调用: alipay.ebpp.invoice.institution.delete
        支付宝侧已删时忽略错误，始终清理本地关联表
        """
        institution_id = getattr(data, 'institution_id', None)

        # 调用支付宝删除（失败时仅告警，不影响本地清理）
        try:
            request = AlipayEbppInvoiceInstitutionDeleteRequest()
            request.biz_model = data
            response = await asyncio.to_thread(cls._execute_alipay, request)
            if response:
                result = AlipayEbppInvoiceInstitutionDeleteResponse()
                result.parse_response_content(response)
                if result.is_success():
                    log.info(f"支付宝删除成功: institution_id={institution_id}")
                else:
                    log.warning(f"支付宝删除失败（可能已删）: {result.code} - {result.msg}")
            else:
                log.warning("支付宝删除无响应，继续清理本地")
        except Exception as e:
            log.warning(f"支付宝删除异常（忽略）: {e}")

        # 清理本地关联表
        if institution_id:
            try:
                from app.plugin.module_payment.expense.rule.model import ExpenseRuleModel
                from app.plugin.module_payment.expense.quota.model import QuotaModel
                from app.plugin.module_payment.expense.institution.model import ExpenseInstitutionModel
                from sqlalchemy import delete as sa_delete

                # 删规则
                await auth.db.execute(sa_delete(ExpenseRuleModel).where(ExpenseRuleModel.institution_id == institution_id))
                # 删额度
                await auth.db.execute(sa_delete(QuotaModel).where(QuotaModel.institution_id == institution_id))
                # 删制度
                await auth.db.execute(sa_delete(ExpenseInstitutionModel).where(ExpenseInstitutionModel.institution_id == institution_id))
                await auth.db.flush()
                log.info(f"本地关联数据已清理: institution_id={institution_id}")
            except Exception as e:
                log.warning(f"本地清理失败: {e}")

        return {"institution_id": institution_id, "deleted": True}

    @classmethod
    async def modify_institution_service(
        cls, auth: AuthSchema, data: AlipayEbppInvoiceInstitutionModifyModel, raw_data: dict | None = None,
        scope_info: dict | None = None,
    ) -> dict:
        """
        编辑费控制度
        调用: alipay.ebpp.invoice.institution.modify
        适用范围修改（scope_info）需单独调 scope.modify，与基础信息拆分两次请求

        支付宝成功后同步更新本地DB：
        - 制度基本信息
        - 适用员工范围（scope）
        - 使用规则（standard_info_list → pay_expense_rule）
        - 额度（issuerule → pay_expense_quota）
        """
        if data.institution_id is None:
            raise CustomException(msg="编辑费控制度失败: 制度ID不能为空")

        institution_id = data.institution_id
        enterprise_id = getattr(data, 'enterprise_id', None) or (raw_data or {}).get("enterprise_id", "")
        raw_data = raw_data or {}

        # 第1步：修改支付宝制度基础信息（不含 scope）
        request = AlipayEbppInvoiceInstitutionModifyRequest()
        request.biz_model = data
        response = await asyncio.to_thread(cls._execute_alipay, request)

        if not response:
            raise CustomException(msg="编辑费控制度失败: 无响应")

        result = AlipayEbppInvoiceInstitutionModifyResponse()
        result.parse_response_content(response)

        if not result.is_success():
            log.error(f"支付宝接口调用失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"编辑费控制度失败: {result.msg}")

        # 第1.5步：单独调用 scope.modify（不与基础修改在同一请求中）
        if scope_info:
            try:
                await InstitutionScopeService.scope_modify_service(
                    auth=auth, institution_id=institution_id, data=scope_info
                )
                log.info(f"适用范围已单独同步: adapter_type={scope_info.get('adapter_type')}")
            except Exception as e:
                log.warning(f"适用范围同步失败（不影响基础修改，本地DB将更新为最新值）: {e}")

            # scope 变动后同步员工额度记录
            try:
                await cls._sync_modify_quotas_by_scope(
                    auth=auth,
                    institution_id=institution_id,
                    enterprise_id=enterprise_id,
                    scope_info=scope_info,
                    raw_data=raw_data,
                )
            except Exception as e:
                log.warning(f"同步员工额度记录失败（不影响主体操作）: {e}")

        applicable_scope = raw_data.get("applicable_scope", "")

        # 第2步：同步更新本地数据库（scope 已在 Alipay modify 请求中通过 modify_scope_info 处理）
        try:
            crud = InstitutionCRUD(auth)
            update_data = {}
            if hasattr(data, 'institution_name') and data.institution_name:
                update_data['institution_name'] = data.institution_name
            if hasattr(data, 'institution_desc') and data.institution_desc:
                update_data['institution_desc'] = data.institution_desc
            if hasattr(data, 'effective') and data.effective is not None:
                update_data['effective'] = data.effective
                update_data['status'] = (
                    InstitutionStatusEnum.INSTITUTION_EFFECTIVE.value
                    if data.effective == "1"
                    else InstitutionStatusEnum.INSTITUTION_INVALID.value
                )
            if hasattr(data, 'effective_start_date') and data.effective_start_date:
                val = data.effective_start_date
                update_data['effective_start_date'] = datetime.fromisoformat(val.replace(' ', 'T')) if isinstance(val, str) else val
            if hasattr(data, 'effective_end_date') and data.effective_end_date:
                val = data.effective_end_date
                update_data['effective_end_date'] = datetime.fromisoformat(val.replace(' ', 'T')) if isinstance(val, str) else val
            if applicable_scope:
                update_data['applicable_scope'] = applicable_scope
            # 同步额外配置字段
            for field in ("grant_mode", "period_type", "amount", "single_limit", "effective_time_type", "expense_type"):
                val = raw_data.get(field)
                if val is not None:
                    update_data[field] = val

            if update_data:
                await crud.update_by_institution_id(institution_id, update_data)
                log.info(f"已更新本地制度: institution_id={institution_id}")

            # 同步标准规则（modify_standard_detail_info）
            std_detail = (raw_data or {}).get("modify_standard_detail_info") or {}
            if std_detail:
                from app.plugin.module_payment.expense.rule.model import ExpenseRuleModel
                from sqlalchemy import delete as sa_delete

                # 删除规则
                delete_ids = std_detail.get("delete_standard_id_list", [])
                if delete_ids:
                    d_stmt = sa_delete(ExpenseRuleModel).where(
                        ExpenseRuleModel.rule_id.in_(delete_ids)
                    )
                    await auth.db.execute(d_stmt)

                # 新增规则
                add_list = std_detail.get("add_standard_list", [])
                from sqlalchemy import insert as sa_insert
                for std in add_list:
                    ins_data = {
                        "out_biz_no": std.get("outer_source_id", f"std_{institution_id}"),
                        "institution_id": institution_id,
                        "rule_id": std.get("standard_id"),
                        "standard_name": std.get("standard_name"),
                        "standard_desc": std.get("standard_desc"),
                        "expense_type_sub_category": std.get("expense_type_sub_category", "DEFAULT"),
                        "enterprise_id": raw_data.get("enterprise_id", ""),
                        "tenant_id": auth.user.tenant_id if auth.user else 1,
                    }
                    stmt = sa_insert(ExpenseRuleModel).values(**ins_data)
                    await auth.db.execute(stmt)

                # 修改规则
                modify_list = std_detail.get("modify_standard_list", [])
                for std in modify_list:
                    std_id = std.get("standard_id", "").strip('"')
                    update_std = {}
                    if std.get("standard_name"):
                        update_std["standard_name"] = std["standard_name"]
                    if std.get("standard_desc"):
                        update_std["standard_desc"] = std["standard_desc"]
                    if update_std and std_id:
                        from sqlalchemy import update as sa_update
                        u_stmt = sa_update(ExpenseRuleModel).where(
                            ExpenseRuleModel.rule_id == std_id
                        ).values(**update_std)
                        await auth.db.execute(u_stmt)

                await auth.db.flush()
                log.info(f"已同步使用规则: institution_id={institution_id}")

            # 同步发放规则（modify_issue_rule_detail_info）已去除
            # 发放规则对应的额度数据由外部消费同步时通过
            # alipay.ebpp.invoice.expensecomsue.outsource.notify 写入真实数据

        except Exception as e:
            log.warning(f"本地同步失败（不影响支付宝侧）: {e}")

        return result


class InstitutionScopeService:
    """费控制度成员范围服务层"""

    @classmethod
    def _execute_alipay(cls, request):
        """同步执行支付宝调用"""
        client = AlipayClient.get_client()
        return client.execute(request)

    @classmethod
    async def scope_modify_service(
        cls,
        auth: AuthSchema,
        institution_id: str,
        data: dict,
    ) -> dict:
        """
        设置/修改制度成员范围
        调用: alipay.ebpp.invoice.institution.scope.modify
        """
        try:
            from alipay.aop.api.request.AlipayEbppInvoiceInstitutionScopeModifyRequest import (
                AlipayEbppInvoiceInstitutionScopeModifyRequest,
            )
            from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionScopeModifyModel import (
                AlipayEbppInvoiceInstitutionScopeModifyModel,
            )
            from alipay.aop.api.response.AlipayEbppInvoiceInstitutionScopeModifyResponse import (
                AlipayEbppInvoiceInstitutionScopeModifyResponse,
            )
        except ImportError:
            raise CustomException(msg="支付宝SDK未正确安装(alipay-ebpp-invoice-institution-scope-modify)")

        model = AlipayEbppInvoiceInstitutionScopeModifyModel()
        model.institution_id = institution_id
        model.enterprise_id = data.get("enterprise_id", "")
        model.adapter_type = data.get("adapter_type", "EMPLOYEE_ALL")

        if data.get("owner_type"):
            model.owner_type = data["owner_type"]
        if data.get("add_owner_id_list"):
            model.add_owner_id_list = data["add_owner_id_list"]
        if data.get("delete_owner_id_list"):
            model.delete_owner_id_list = data["delete_owner_id_list"]

        request = AlipayEbppInvoiceInstitutionScopeModifyRequest()
        request.biz_model = model

        response = await asyncio.to_thread(cls._execute_alipay, request)
        if not response:
            raise CustomException(msg="设置制度成员失败: 无响应")

        result = AlipayEbppInvoiceInstitutionScopeModifyResponse()
        result.parse_response_content(response)
        if not result.is_success():
            log.error(f"设置制度成员失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"设置制度成员失败: {result.msg}")

        return {"result": True}

    @classmethod
    async def scopepageinfo_query_service(
        cls,
        auth: AuthSchema,
        institution_id: str,
        enterprise_id: str | None = None,
        page_num: int = 1,
        page_size: int = 20,
        owner_type: str | None = None,
    ) -> dict:
        """
        查询制度成员范围
        调用: alipay.ebpp.invoice.institution.scopepageinfo.query
        """
        try:
            from alipay.aop.api.request.AlipayEbppInvoiceInstitutionScopepageinfoQueryRequest import (
                AlipayEbppInvoiceInstitutionScopepageinfoQueryRequest,
            )
            from alipay.aop.api.domain.AlipayEbppInvoiceInstitutionScopepageinfoQueryModel import (
                AlipayEbppInvoiceInstitutionScopepageinfoQueryModel,
            )
            from alipay.aop.api.response.AlipayEbppInvoiceInstitutionScopepageinfoQueryResponse import (
                AlipayEbppInvoiceInstitutionScopepageinfoQueryResponse,
            )
        except ImportError:
            raise CustomException(msg="支付宝SDK未正确安装(alipay-ebpp-invoice-institution-scopepageinfo-query)")

        model = AlipayEbppInvoiceInstitutionScopepageinfoQueryModel()
        model.institution_id = institution_id
        model.page_num = page_num
        model.page_size = page_size
        if not enterprise_id:
            # 从本地 DB 查找 enterprise_id
            from .crud import InstitutionCRUD
            inst_crud = InstitutionCRUD(auth)
            local_inst = await inst_crud.get(institution_id=institution_id)
            if local_inst and local_inst.enterprise_id:
                enterprise_id = local_inst.enterprise_id
        if enterprise_id:
            model.enterprise_id = enterprise_id
        if owner_type:
            model.owner_type = owner_type

        request = AlipayEbppInvoiceInstitutionScopepageinfoQueryRequest()
        request.biz_model = model

        response = await asyncio.to_thread(cls._execute_alipay, request)
        if not response:
            raise CustomException(msg="查询制度成员失败: 无响应")

        result = AlipayEbppInvoiceInstitutionScopepageinfoQueryResponse()
        result.parse_response_content(response)
        if not result.is_success():
            log.error(f"查询制度成员失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"查询制度成员失败: {result.msg}")

        return {
            "page_num": getattr(result, 'page_num', page_num) or page_num,
            "page_size": getattr(result, 'page_size', page_size) or page_size,
            "total_page_count": getattr(result, 'total_page_count', 0) or 0,
            "adapter_type": getattr(result, 'adapter_type', None),
            "owner_id_list": getattr(result, 'owner_id_list', []) or [],
            "owner_open_id_list": getattr(result, 'onwer_open_id_list', []) or [],
            "scope_info_list": [
                {
                    "adapter_type": getattr(result, 'adapter_type', None),
                    "owner_id_list": getattr(result, 'owner_id_list', []) or [],
                    "owner_open_id_list": getattr(result, 'onwer_open_id_list', []) or [],
                }
            ] if getattr(result, 'adapter_type', None) else [],
        }


class IssueruleService:
    """自动额度发放规则服务层"""

    ISSUE_TYPE_MAP = {
        "daily": "ISSUE_DAY",
        "weekly": "ISSUE_WEEK",
        "monthly": "ISSUE_MONTH",
        "quarterly": "ISSUE_QUARTER",
        "yearly": "ISSUE_YEAR",
    }

    @classmethod
    def _execute_alipay(cls, request):
        client = AlipayClient.get_client()
        return client.execute(request)

    @classmethod
    async def create_issuerule_service(
        cls,
        auth: AuthSchema,
        institution_id: str,
        enterprise_id: str,
        quota_type: str,
        issue_type: str,
        issue_amount_value: str,
        outer_source_id: str | None = None,
        issue_rule_name: str | None = None,
        effective_period: str | None = None,
        invalid_mode: int | None = None,
        share_mode: int | None = None,
    ) -> dict:
        """
        创建自动额度发放规则
        调用: alipay.ebpp.invoice.issuerule.create
        """
        try:
            from alipay.aop.api.request.AlipayEbppInvoiceIssueruleCreateRequest import (
                AlipayEbppInvoiceIssueruleCreateRequest,
            )
            from alipay.aop.api.domain.AlipayEbppInvoiceIssueruleCreateModel import (
                AlipayEbppInvoiceIssueruleCreateModel,
            )
            from alipay.aop.api.response.AlipayEbppInvoiceIssueruleCreateResponse import (
                AlipayEbppInvoiceIssueruleCreateResponse,
            )
        except ImportError:
            raise CustomException(msg="支付宝SDK未正确安装(alipay-ebpp-invoice-issuerule-create)")

        # 参数约束校验
        if quota_type == "CAP" and invalid_mode is not None and invalid_mode != 1:
            raise CustomException(msg="余额类型(CP)的发放规则必须为可累计(invalid_mode=1)")
        if quota_type == "COUNT" and share_mode is not None and share_mode != 0:
            raise CustomException(msg="次卡类型(COUNT)的发放规则不可转赠(share_mode=0)")

        model = AlipayEbppInvoiceIssueruleCreateModel()
        model.target_type = "INSTITUTION"
        model.target_id = institution_id
        model.quota_type = quota_type
        model.issue_type = issue_type
        model.issue_amount_value = issue_amount_value
        model.enterprise_id = enterprise_id

        if outer_source_id:
            model.outer_source_id = outer_source_id
        if issue_rule_name:
            model.issue_rule_name = issue_rule_name
        if effective_period:
            model.effective_period = effective_period
        if invalid_mode is not None:
            model.invalid_mode = invalid_mode
        if share_mode is not None:
            model.share_mode = share_mode

        request = AlipayEbppInvoiceIssueruleCreateRequest()
        request.biz_model = model

        response = await asyncio.to_thread(cls._execute_alipay, request)

        if not response:
            raise CustomException(msg="创建发放规则失败: 无响应")

        result = AlipayEbppInvoiceIssueruleCreateResponse()
        result.parse_response_content(response)

        if not result.is_success():
            log.error(f"创建发放规则失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"创建发放规则失败: {result.msg}")

        return {
            "issue_rule_id": getattr(result, 'issue_rule_id', None),
        }

    @classmethod
    async def modify_issuerule_service(
        cls,
        auth: AuthSchema,
        institution_id: str,
        issue_rule_id: str,
        enterprise_id: str,
        quota_type: str | None = None,
        issue_type: str | None = None,
        issue_amount_value: str | None = None,
        issue_rule_name: str | None = None,
        effective: str | None = None,
        effective_period: str | None = None,
        invalid_mode: int | None = None,
        share_mode: int | None = None,
    ) -> dict:
        """
        编辑自动额度发放规则
        调用: alipay.ebpp.invoice.issuerule.modify
        """
        try:
            from alipay.aop.api.request.AlipayEbppInvoiceIssueruleModifyRequest import (
                AlipayEbppInvoiceIssueruleModifyRequest,
            )
            from alipay.aop.api.domain.AlipayEbppInvoiceIssueruleModifyModel import (
                AlipayEbppInvoiceIssueruleModifyModel,
            )
            from alipay.aop.api.response.AlipayEbppInvoiceIssueruleModifyResponse import (
                AlipayEbppInvoiceIssueruleModifyResponse,
            )
        except ImportError:
            raise CustomException(msg="支付宝SDK未正确安装(alipay-ebpp-invoice-issuerule-modify)")

        model = AlipayEbppInvoiceIssueruleModifyModel()
        model.target_type = "INSTITUTION"
        model.target_id = institution_id
        model.issue_rule_id = issue_rule_id
        model.action = "MODIFY_BASIC_INFO"
        model.enterprise_id = enterprise_id

        if issue_rule_name:
            model.issue_rule_name = issue_rule_name
        if quota_type:
            model.quota_type = quota_type
        if issue_type:
            model.issue_type = issue_type
        if issue_amount_value:
            model.issue_amount_value = issue_amount_value
        if effective is not None:
            model.effective = effective
        if effective_period:
            model.effective_period = effective_period
        if invalid_mode is not None:
            model.invalid_mode = invalid_mode
        if share_mode is not None:
            model.share_mode = share_mode

        request = AlipayEbppInvoiceIssueruleModifyRequest()
        request.biz_model = model

        response = await asyncio.to_thread(cls._execute_alipay, request)

        if not response:
            raise CustomException(msg="编辑发放规则失败: 无响应")

        result = AlipayEbppInvoiceIssueruleModifyResponse()
        result.parse_response_content(response)

        if not result.is_success():
            log.error(f"编辑发放规则失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"编辑发放规则失败: {result.msg}")

        return {"result": True}

    @classmethod
    async def delete_issuerule_service(
        cls,
        auth: AuthSchema,
        institution_id: str,
        issue_rule_id_list: list[str],
        enterprise_id: str,
    ) -> dict:
        """
        删除自动额度发放规则
        调用: alipay.ebpp.invoice.issuerule.delete
        """
        try:
            from alipay.aop.api.request.AlipayEbppInvoiceIssueruleDeleteRequest import (
                AlipayEbppInvoiceIssueruleDeleteRequest,
            )
            from alipay.aop.api.domain.AlipayEbppInvoiceIssueruleDeleteModel import (
                AlipayEbppInvoiceIssueruleDeleteModel,
            )
            from alipay.aop.api.response.AlipayEbppInvoiceIssueruleDeleteResponse import (
                AlipayEbppInvoiceIssueruleDeleteResponse,
            )
        except ImportError:
            raise CustomException(msg="支付宝SDK未正确安装(alipay-ebpp-invoice-issuerule-delete)")

        model = AlipayEbppInvoiceIssueruleDeleteModel()
        model.target_type = "INSTITUTION"
        model.target_id = institution_id
        model.issue_rule_id_list = issue_rule_id_list
        model.enterprise_id = enterprise_id

        request = AlipayEbppInvoiceIssueruleDeleteRequest()
        request.biz_model = model

        response = await asyncio.to_thread(cls._execute_alipay, request)

        if not response:
            raise CustomException(msg="删除发放规则失败: 无响应")

        result = AlipayEbppInvoiceIssueruleDeleteResponse()
        result.parse_response_content(response)

        if not result.is_success():
            log.error(f"删除发放规则失败: {result.code} - {result.msg}")
            raise CustomException(msg=f"删除发放规则失败: {result.msg}")

        return {"result": True}