feat: P4 dataSource 字段 + overtimePay 修复 + 获取按钮动态化

- schema: PayslipItem 增加 dataSource 字段标记数据来源
- DEFAULT_ITEMS: overtimePay 从 CALCULATED 改为 INPUT（修复被重算覆盖为0的bug）
- DEFAULT_ITEMS: performanceSalary/bonus/deduction 标记 dataSource
- 迁移逻辑: 已有组织自动补充 dataSource + 修正 overtimePay 类型
- 后端模板 CRUD 支持 dataSource 字段
- 前端模板编辑器增加数据来源下拉选择
- 前端模板表格增加数据来源列
- 前端批次详情'获取'按钮根据模板 dataSource 动态显示

backend/prisma/schema.prisma

@@ -969,6 +969,7 @@ model PayslipItem {
   formula         String?  // 计算公式（CALCULATED 类型），如 "baseSalary + overtimePay + allowance - deduction"；SYSTEM 类型存系统函数标识如 SOCIAL_EMP
   calcType        String   @default("FORMULA") // FORMULA: 公式解析; SYSTEM: 系统函数计算（仅 CALCULATED 类型有效）
   dependencies    String   @default("[]") // JSON数组：该字段依赖哪些其他字段代码
+  dataSource      String?  // 数据来源标识：null=手动填写, overtime=加班记录, performance=绩效记录, bonus=奖金记录, deduction=扣款记录
   order           Int      @default(0)
   isDefault       Boolean  @default(true)  // 系统预置项不可删除
   isEditable      Boolean  @default(true)

backend/src/routes/payroll2.routes.ts

@@ -164,6 +164,7 @@ const updateTemplateItemSchema = z.object({
   formula: z.string().nullable().optional(),
   calcType: z.enum(['FORMULA', 'SYSTEM']).optional(),
   dependencies: z.string().optional(),
+  dataSource: z.string().nullable().optional(),
   order: z.number().int().optional(),
   isEditable: z.boolean().optional(),
 })
@@ -183,6 +184,7 @@ router.put('/template/:id', async (req: AuthRequest, res: Response, next: NextFu
     if (data.isEditable !== undefined) updateData.isEditable = data.isEditable
     if (data.calcType !== undefined) updateData.calcType = data.calcType
     if (data.dependencies !== undefined) updateData.dependencies = data.dependencies
+    if (data.dataSource !== undefined) updateData.dataSource = data.dataSource
 
     const updated = await prisma.payslipItem.update({ where: { id: req.params.id }, data: updateData })
     res.json({ success: true, data: updated })
@@ -199,6 +201,7 @@ const createTemplateItemSchema = z.object({
   formula: z.string().nullable().optional(),
   calcType: z.enum(['FORMULA', 'SYSTEM']).default('FORMULA'),
   dependencies: z.string().default('[]'),
+  dataSource: z.string().nullable().default(null),
   order: z.number().int().default(99),
   isEditable: z.boolean().default(true),
 })

backend/src/services/payroll.service.ts

@@ -67,25 +67,25 @@ async function getStandardByAccountAndMonth(accountId: string, month: string) {
 
 // ========== 薪酬模版 ==========
 
-const DEFAULT_ITEMS: { name: string; code: string; type: 'INPUT' | 'CALCULATED'; formula: string | null; calcType: string; dependencies: string; order: number; isDefault: boolean; isEditable: boolean }[] = [
+const DEFAULT_ITEMS: { name: string; code: string; type: 'INPUT' | 'CALCULATED'; formula: string | null; calcType: string; dependencies: string; dataSource: string | null; order: number; isDefault: boolean; isEditable: boolean }[] = [
-  { name: '基本工资', code: 'baseSalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 1, isDefault: true, isEditable: true },
+  { name: '基本工资', code: 'baseSalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 1, isDefault: true, isEditable: true },
-  { name: '岗位工资', code: 'positionSalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 2, isDefault: true, isEditable: true },
+  { name: '岗位工资', code: 'positionSalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 2, isDefault: true, isEditable: true },
-  { name: '绩效工资', code: 'performanceSalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 3, isDefault: true, isEditable: true },
+  { name: '绩效工资', code: 'performanceSalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: 'performance', order: 3, isDefault: true, isEditable: true },
-  { name: '工龄工资', code: 'senioritySalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 4, isDefault: true, isEditable: true },
+  { name: '工龄工资', code: 'senioritySalary', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 4, isDefault: true, isEditable: true },
-  { name: '加班费', code: 'overtimePay', type: 'CALCULATED', formula: 'weekdayOvertimePay + weekendOvertimePay + holidayOvertimePay', calcType: 'FORMULA', dependencies: '["weekdayOvertimePay","weekendOvertimePay","holidayOvertimePay"]', order: 5, isDefault: true, isEditable: false },
+  { name: '加班费', code: 'overtimePay', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: 'overtime', order: 5, isDefault: true, isEditable: true },
-  { name: '交通补贴', code: 'transportAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 6, isDefault: true, isEditable: true },
+  { name: '交通补贴', code: 'transportAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 6, isDefault: true, isEditable: true },
-  { name: '餐补', code: 'mealAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 7, isDefault: true, isEditable: true },
+  { name: '餐补', code: 'mealAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 7, isDefault: true, isEditable: true },
-  { name: '住房补贴', code: 'housingAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 8, isDefault: true, isEditable: true },
+  { name: '住房补贴', code: 'housingAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 8, isDefault: true, isEditable: true },
-  { name: '通讯补贴', code: 'communicationAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 9, isDefault: true, isEditable: true },
+  { name: '通讯补贴', code: 'communicationAllowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 9, isDefault: true, isEditable: true },
-  { name: '津贴补贴', code: 'allowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 10, isDefault: true, isEditable: true },
+  { name: '津贴补贴', code: 'allowance', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 10, isDefault: true, isEditable: true },
-  { name: '奖金', code: 'bonus', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 11, isDefault: true, isEditable: true },
+  { name: '奖金', code: 'bonus', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: 'bonus', order: 11, isDefault: true, isEditable: true },
-  { name: '扣款', code: 'deduction', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 12, isDefault: true, isEditable: true },
+  { name: '扣款', code: 'deduction', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: 'deduction', order: 12, isDefault: true, isEditable: true },
-  { name: '其他扣款', code: 'otherDeduction', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', order: 13, isDefault: true, isEditable: true },
+  { name: '其他扣款', code: 'otherDeduction', type: 'INPUT', formula: null, calcType: 'FORMULA', dependencies: '[]', dataSource: null, order: 13, isDefault: true, isEditable: true },
-  { name: '应发合计', code: 'totalPay', type: 'CALCULATED', formula: 'baseSalary + positionSalary + performanceSalary + senioritySalary + overtimePay + transportAllowance + mealAllowance + housingAllowance + communicationAllowance + allowance + bonus - deduction - otherDeduction', calcType: 'FORMULA', dependencies: '["baseSalary","positionSalary","performanceSalary","senioritySalary","overtimePay","transportAllowance","mealAllowance","housingAllowance","communicationAllowance","allowance","bonus","deduction","otherDeduction"]', order: 14, isDefault: true, isEditable: false },
+  { name: '应发合计', code: 'totalPay', type: 'CALCULATED', formula: 'baseSalary + positionSalary + performanceSalary + senioritySalary + overtimePay + transportAllowance + mealAllowance + housingAllowance + communicationAllowance + allowance + bonus - deduction - otherDeduction', calcType: 'FORMULA', dependencies: '["baseSalary","positionSalary","performanceSalary","senioritySalary","overtimePay","transportAllowance","mealAllowance","housingAllowance","communicationAllowance","allowance","bonus","deduction","otherDeduction"]', dataSource: null, order: 14, isDefault: true, isEditable: false },
-  { name: '个人社保', code: 'socialEmp', type: 'CALCULATED', formula: 'SOCIAL_EMP', calcType: 'SYSTEM', dependencies: '[]', order: 15, isDefault: true, isEditable: false },
+  { name: '个人社保', code: 'socialEmp', type: 'CALCULATED', formula: 'SOCIAL_EMP', calcType: 'SYSTEM', dependencies: '[]', dataSource: null, order: 15, isDefault: true, isEditable: false },
-  { name: '个人公积金', code: 'housingEmp', type: 'CALCULATED', formula: 'HOUSING_EMP', calcType: 'SYSTEM', dependencies: '[]', order: 16, isDefault: true, isEditable: false },
+  { name: '个人公积金', code: 'housingEmp', type: 'CALCULATED', formula: 'HOUSING_EMP', calcType: 'SYSTEM', dependencies: '[]', dataSource: null, order: 16, isDefault: true, isEditable: false },
-  { name: '个人所得税', code: 'tax', type: 'CALCULATED', formula: 'TAX', calcType: 'SYSTEM', dependencies: '["totalPay","socialEmp","housingEmp"]', order: 17, isDefault: true, isEditable: false },
+  { name: '个人所得税', code: 'tax', type: 'CALCULATED', formula: 'TAX', calcType: 'SYSTEM', dependencies: '["totalPay","socialEmp","housingEmp"]', dataSource: null, order: 17, isDefault: true, isEditable: false },
-  { name: '实发工资', code: 'netPay', type: 'CALCULATED', formula: 'totalPay - socialEmp - housingEmp - tax', calcType: 'FORMULA', dependencies: '["totalPay","socialEmp","housingEmp","tax"]', order: 18, isDefault: true, isEditable: false },
+  { name: '实发工资', code: 'netPay', type: 'CALCULATED', formula: 'totalPay - socialEmp - housingEmp - tax', calcType: 'FORMULA', dependencies: '["totalPay","socialEmp","housingEmp","tax"]', dataSource: null, order: 18, isDefault: true, isEditable: false },
 ]
 
 export async function ensureDefaultTemplate(orgId: string) {
@@ -95,11 +95,30 @@ export async function ensureDefaultTemplate(orgId: string) {
       data: DEFAULT_ITEMS.map(item => ({ ...item, orgId })),
     })
   } else {
-    // 迁移：为已有记录补充 calcType 和 dependencies 字段（仅对缺失的预置项）
+    // 迁移：为已有记录补充 calcType、dependencies、dataSource 字段，并修正 overtimePay 类型
     for (const item of DEFAULT_ITEMS) {
       const existing = await prisma.payslipItem.findFirst({ where: { orgId, code: item.code } })
-      if (existing && (!existing.calcType || existing.calcType === 'FORMULA') && item.calcType === 'SYSTEM') {
+      if (!existing) continue
-        await prisma.payslipItem.update({ where: { id: existing.id }, data: { calcType: 'SYSTEM', dependencies: item.dependencies } })
+      const updates: any = {}
+      // 补充 SYSTEM calcType
+      if ((!existing.calcType || existing.calcType === 'FORMULA') && item.calcType === 'SYSTEM') {
+        updates.calcType = 'SYSTEM'
+        updates.dependencies = item.dependencies
+      }
+      // 补充 dataSource
+      if (!existing.dataSource && item.dataSource) {
+        updates.dataSource = item.dataSource
+      }
+      // 修正 overtimePay：从 CALCULATED 改为 INPUT
+      if (item.code === 'overtimePay' && existing.type === 'CALCULATED') {
+        updates.type = 'INPUT'
+        updates.formula = null
+        updates.calcType = 'FORMULA'
+        updates.dependencies = '[]'
+        updates.isEditable = true
+      }
+      if (Object.keys(updates).length > 0) {
+        await prisma.payslipItem.update({ where: { id: existing.id }, data: updates })
       }
     }
   }

frontend/src/pages/money/BatchTab.tsx

@@ -897,55 +897,66 @@ function BatchDetail({ batchId, onBack }: { batchId: string; onBack: () => void
             >
               <Download className="w-4 h-4 mr-1" />下载模板
             </Button>
-            <Button
+            {/* 根据模板 dataSource 动态显示获取按钮 */}
-              variant="secondary"
+            {(templateItems || []).some((t: any) => t.dataSource === 'overtime') && (
-              size="sm"
+              <Button
-              onClick={() => importOvertimeMutation.mutate(undefined)}
+                variant="secondary"
-              disabled={importOvertimeMutation.isPending}
+                size="sm"
-            >
+                onClick={() => importOvertimeMutation.mutate(undefined)}
-              <Calculator className="w-4 h-4 mr-1" />
+                disabled={importOvertimeMutation.isPending}
-              {importOvertimeMutation.isPending ? '获取中...' : '获取加班费'}
+              >
-            </Button>
+                <Calculator className="w-4 h-4 mr-1" />
-            <Button
+                {importOvertimeMutation.isPending ? '获取中...' : '获取加班费'}
-              variant="secondary"
+              </Button>
-              size="sm"
+            )}
-              onClick={() => fetchBonusMutation.mutate(undefined)}
+            {(templateItems || []).some((t: any) => t.dataSource === 'bonus') && (
-              disabled={fetchBonusMutation.isPending || isArchived}
+              <Button
-              title="从提成奖金模块按月拉取填充奖金字段"
+                variant="secondary"
-            >
+                size="sm"
-              <DollarSign className="w-4 h-4 mr-1" />
+                onClick={() => fetchBonusMutation.mutate(undefined)}
-              {fetchBonusMutation.isPending ? '获取中...' : '获取提成奖金'}
+                disabled={fetchBonusMutation.isPending || isArchived}
-            </Button>
+                title="从提成奖金模块按月拉取填充奖金字段"
-            <Button
+              >
-              variant="secondary"
+                <DollarSign className="w-4 h-4 mr-1" />
-              size="sm"
+                {fetchBonusMutation.isPending ? '获取中...' : '获取提成奖金'}
-              onClick={() => fetchPerformanceMutation.mutate(undefined)}
+              </Button>
-              disabled={fetchPerformanceMutation.isPending || isArchived}
+            )}
-              title="按考核等级系数计算绩效工资（A=1.2/B=1.0/C=0.8/D=0.6），无考核记录按1.0"
+            {(templateItems || []).some((t: any) => t.dataSource === 'performance') && (
-            >
+              <Button
-              <TrendingUp className="w-4 h-4 mr-1" />
+                variant="secondary"
-              {fetchPerformanceMutation.isPending ? '获取中...' : '获取绩效工资'}
+                size="sm"
-            </Button>
+                onClick={() => fetchPerformanceMutation.mutate(undefined)}
-            <Button
+                disabled={fetchPerformanceMutation.isPending || isArchived}
-              variant="secondary"
+                title="按考核等级系数计算绩效工资（A=1.2/B=1.0/C=0.8/D=0.6），无考核记录按1.0"
-              size="sm"
+              >
-              onClick={() => fetchDisciplinaryMutation.mutate(undefined)}
+                <TrendingUp className="w-4 h-4 mr-1" />
-              disabled={fetchDisciplinaryMutation.isPending || isArchived}
+                {fetchPerformanceMutation.isPending ? '获取中...' : '获取绩效工资'}
-              title="按批次月份从违纪记录中汇总扣款金额（action=DEDUCTION）"
+              </Button>
-            >
+            )}
-              <AlertTriangle className="w-4 h-4 mr-1" />
+            {(templateItems || []).some((t: any) => t.dataSource === 'deduction') && (
-              {fetchDisciplinaryMutation.isPending ? '获取中...' : '获取违纪扣款'}
+              <>
-            </Button>
+                <Button
-            <Button
+                  variant="secondary"
-              variant="secondary"
+                  size="sm"
-              size="sm"
+                  onClick={() => fetchDisciplinaryMutation.mutate(undefined)}
-              onClick={() => fetchAttendanceDeductionMutation.mutate(undefined)}
+                  disabled={fetchDisciplinaryMutation.isPending || isArchived}
-              disabled={fetchAttendanceDeductionMutation.isPending || isArchived}
+                  title="按批次月份从违纪记录中汇总扣款金额（action=DEDUCTION）"
-              title="按批次月份从考勤确认中获取扣款金额（需先在考勤确认中填写）"
+                >
-            >
+                  <AlertTriangle className="w-4 h-4 mr-1" />
-              <CalendarCheck className="w-4 h-4 mr-1" />
+                  {fetchDisciplinaryMutation.isPending ? '获取中...' : '获取违纪扣款'}
-              {fetchAttendanceDeductionMutation.isPending ? '获取中...' : '获取考勤扣款'}
+                </Button>
-            </Button>
+                <Button
+                  variant="secondary"
+                  size="sm"
+                  onClick={() => fetchAttendanceDeductionMutation.mutate(undefined)}
+                  disabled={fetchAttendanceDeductionMutation.isPending || isArchived}
+                  title="按批次月份从考勤确认中获取扣款金额（需先在考勤确认中填写）"
+                >
+                  <CalendarCheck className="w-4 h-4 mr-1" />
+                  {fetchAttendanceDeductionMutation.isPending ? '获取中...' : '获取考勤扣款'}
+                </Button>
+              </>
+            )}
             <Button
               size="sm"
               onClick={async () => {

frontend/src/pages/money/TemplateTab.tsx

@@ -9,6 +9,14 @@ import Card from '../../components/ui/Card'
 import Button from '../../components/ui/Button'
 import { Input, Label, Select } from '../../components/ui/Input'
 import Modal from '../../components/ui/Modal'
+
+const DATA_SOURCE_LABELS: Record<string, string> = {
+  overtime: '加班记录',
+  performance: '绩效记录',
+  bonus: '奖金记录',
+  deduction: '扣款记录',
+}
+
 // 金额格式化：保留两位小数 + 千分位
 
 // ========== 薪酬模版管理 ==========
@@ -24,6 +32,7 @@ export function TemplateManager() {
     type: 'INPUT' as 'INPUT' | 'CALCULATED',
     formula: '',
     calcType: 'FORMULA' as 'FORMULA' | 'SYSTEM',
+    dataSource: '' as string,
     order: 99,
     isEditable: true,
   })
@@ -68,7 +77,7 @@ export function TemplateManager() {
   /** 打开新增表单 */
   const handleAdd = () => {
     setEditingItem(null)
-    setForm({ name: '', code: '', type: 'INPUT', formula: '', calcType: 'FORMULA', order: items?.length ? items.length + 1 : 99, isEditable: true })
+    setForm({ name: '', code: '', type: 'INPUT', formula: '', calcType: 'FORMULA', dataSource: '', order: items?.length ? items.length + 1 : 99, isEditable: true })
     setShowForm(true)
   }
 
@@ -81,6 +90,7 @@ export function TemplateManager() {
       type: item.type,
       formula: item.formula || '',
       calcType: item.calcType || 'FORMULA',
+      dataSource: item.dataSource || '',
       order: item.order,
       isEditable: item.isEditable,
     })
@@ -98,6 +108,7 @@ export function TemplateManager() {
       type: form.type,
       formula: form.type === 'CALCULATED' ? form.formula.trim() || null : null,
       calcType: form.type === 'CALCULATED' ? form.calcType : 'FORMULA',
+      dataSource: form.dataSource || null,
       order: Number(form.order),
       isEditable: form.isEditable,
     }
@@ -132,6 +143,7 @@ export function TemplateManager() {
                   <th className="py-2 px-2 w-32">字段代码</th>
                   <th className="py-2 px-2 w-20">类型</th>
                   <th className="py-2 px-2 w-24">计算方式</th>
+                  <th className="py-2 px-2 w-24">数据来源</th>
                   <th className="py-2 px-2 w-48">计算公式</th>
                   <th className="py-2 px-2 w-16">可编辑</th>
                   <th className="py-2 px-2 text-right w-24">操作</th>
@@ -155,6 +167,15 @@ export function TemplateManager() {
                         </span>
                       )}
                     </td>
+                    <td className="py-2 px-2">
+                      {item.dataSource ? (
+                        <span className="px-2 py-0.5 rounded text-xs whitespace-nowrap bg-cyan-50 text-cyan-600">
+                          {DATA_SOURCE_LABELS[item.dataSource] || item.dataSource}
+                        </span>
+                      ) : (
+                        <span className="text-xs text-gray-400">手动填写</span>
+                      )}
+                    </td>
                     <td className="py-2 px-2 text-gray-500 font-mono text-xs max-w-48 truncate" title={item.formula || ''}>{item.formula || '—'}</td>
                     <td className="py-2 px-2">
                       <span className={`text-xs ${item.isEditable ? 'text-safe' : 'text-gray-500'}`}>
@@ -283,6 +304,22 @@ export function TemplateManager() {
                   </div>
                 </div>
               )}
+              {form.type === 'INPUT' && (
+                <div>
+                  <Label>数据来源</Label>
+                  <Select
+                    value={form.dataSource}
+                    onChange={(e) => setForm({ ...form, dataSource: e.target.value })}
+                  >
+                    <option value="">手动填写</option>
+                    <option value="overtime">加班记录（从加班系统获取）</option>
+                    <option value="performance">绩效记录（从绩效系统获取）</option>
+                    <option value="bonus">奖金记录（从奖金系统导入）</option>
+                    <option value="deduction">扣款记录（从扣款系统导入）</option>
+                  </Select>
+                  <p className="text-xs text-gray-500 mt-1">选择外部数据来源后，发薪批次中会显示对应的"获取"按钮</p>
+                </div>
+              )}
               <div>
                 <label className="flex items-center gap-2 cursor-pointer">
                   <input