feat: 20260809 系统优化 - 全部28项问题修复(P0×6+P1×16+P2×6)

P0: 福利批量参保/离职证明下载防乱码/考勤模板合并Sheet/补卡修改/附件在线查看删除
P1: 分页pageSize修复/离职导出筛选/撤回删除草稿/加班费自动计算/考勤加班汇总/证据链异常详情/制度催办/模板导入Word/社保封顶保底/校验字段提示/职务字段/社保费用明细/弹窗防误关/身份证查重/证明员工下拉/培训批量
P2: 离职流程去重/社保基数覆盖输入/薪税入口改名/添加员工引导/绩效模板清理

backend/src/routes/roster.routes.ts

@@ -5,6 +5,7 @@ import { createEvidence } from '../services/evidence.service'
 import prisma from '../lib/prisma'
 import { decrypt, encrypt } from '../lib/crypto'
 import { getContractStatus } from '../services/contract.service'
+import { calcSocialInsurance, calcHousingFund } from '../services/payroll.service'
 import ExcelJS from 'exceljs'
 
 const router = Router()
@@ -120,6 +121,32 @@ router.get('/', authMiddleware, async (req: AuthRequest, res, next) => {
       }),
     ])
 
+    // 获取社保和公积金配置（按城市缓存）
+    const currentMonth = new Date().toISOString().slice(0, 7)
+    const configCache = new Map<string, { social?: any; housing?: any }>()
+    const getConfigsForCity = async (city?: string) => {
+      const key = city || '_default'
+      if (configCache.has(key)) return configCache.get(key)!
+      const cityWhere = city ? { orgId: req.user!.orgId, city } : { orgId: req.user!.orgId }
+      const [socialCfg, housingCfg] = await Promise.all([
+        prisma.socialInsuranceConfig.findFirst({
+          where: { ...cityWhere, effectiveFrom: { lte: currentMonth }, OR: [{ effectiveTo: null }, { effectiveTo: { gte: currentMonth } }] },
+          orderBy: { effectiveFrom: 'desc' },
+        }),
+        prisma.housingFundConfig.findFirst({
+          where: { ...cityWhere, effectiveFrom: { lte: currentMonth }, OR: [{ effectiveTo: null }, { effectiveTo: { gte: currentMonth } }] },
+          orderBy: { effectiveFrom: 'desc' },
+        }),
+      ])
+      const result = { social: socialCfg, housing: housingCfg }
+      configCache.set(key, result)
+      return result
+    }
+
+    // 预加载所有涉及城市的配置
+    const cities = [...new Set(employees.map((e) => e.city).filter(Boolean))] as string[]
+    await Promise.all(cities.map((c) => getConfigsForCity(c)))
+
     // 计算动态状态和合同状态
     let result = employees.map((e) => {
       const latestContract = e.contracts[0] || null
@@ -173,6 +200,20 @@ router.get('/', authMiddleware, async (req: AuthRequest, res, next) => {
         idCardMasked,
         idCardNumber: safeDecryptStr(e.idCardNumber),
         monthlySalary: safeDecrypt(e.monthlySalary),
+        socialInsBase: e.socialInsBase,
+        housingFundBase: e.housingFundBase,
+        socialInsCalc: (() => {
+          const cfgs = configCache.get(e.city || '_default')
+          if (!cfgs?.social || !e.socialInsBase) return null
+          const r = calcSocialInsurance(e.socialInsBase, cfgs.social)
+          return { socialEmp: r.socialEmp, socialOrg: r.socialOrg }
+        })(),
+        housingFundCalc: (() => {
+          const cfgs = configCache.get(e.city || '_default')
+          if (!cfgs?.housing || !e.housingFundBase) return null
+          const r = calcHousingFund(e.housingFundBase, cfgs.housing)
+          return { housingEmp: r.housingEmp, housingOrg: r.housingOrg }
+        })(),
         isPregnant: e.isPregnant,
         isInMedicalPeriod: e.isInMedicalPeriod,
         isWorkInjured: e.isWorkInjured,
@@ -767,7 +808,11 @@ router.get('/training/list', authMiddleware, async (req: AuthRequest, res, next)
     const page = parseInt(req.query.page as string) || 1
     const pageSize = parseInt(req.query.pageSize as string) || 20
     const keyword = (req.query.keyword as string) || ''
+    const ackStatus = (req.query.ackStatus as string) || ''
     const where: any = { orgId }
+    if (ackStatus) {
+      where.ackStatus = ackStatus
+    }
     if (keyword) {
       const employees = await prisma.employee.findMany({
         where: { orgId, name: { contains: keyword } },
@@ -789,6 +834,35 @@ router.get('/training/list', authMiddleware, async (req: AuthRequest, res, next)
   } catch (err) { next(err) }
 })
 
+// 培训记录催办（发送通知给未签收员工）
+router.post('/training/remind/:recordId', authMiddleware, async (req: AuthRequest, res, next) => {
+  try {
+    const orgId = req.user!.orgId
+    const record = await prisma.trainingRecord.findFirst({
+      where: { id: req.params.recordId, orgId },
+      include: { employee: { select: { id: true, name: true, department: true, phone: true } } },
+    })
+    if (!record) {
+      return res.status(404).json({ success: false, error: { code: 'NOT_FOUND', message: '培训记录不存在' } })
+    }
+    if (record.ackStatus !== 'PENDING') {
+      return res.status(400).json({ success: false, error: { code: 'BAD_REQUEST', message: '仅待签收记录可催办' } })
+    }
+    // 记录催办通知日志
+    await prisma.notificationLog.create({
+      data: {
+        orgId,
+        type: 'TRAINING_REMIND',
+        title: `培训签收催办：${record.topic}`,
+        content: `员工 ${record.employee.name}（${record.employee.department}）的培训记录「${record.topic}」尚未签收，请尽快完成签收。`,
+        channel: 'SYSTEM',
+        status: 'SENT',
+      },
+    })
+    res.json({ success: true, data: { message: `已催办 ${record.employee.name} 签收「${record.topic}」` } })
+  } catch (err) { next(err) }
+})
+
 // 绩效记录列表（全员）
 router.get('/performance/list', authMiddleware, async (req: AuthRequest, res, next) => {
   try {
@@ -1074,6 +1148,33 @@ router.post('/:employeeId/training', authMiddleware, async (req: AuthRequest, re
   } catch (err) { next(err) }
 })
 
+// 批量创建培训记录
+router.post('/training/batch', authMiddleware, async (req: AuthRequest, res, next) => {
+  try {
+    const { employeeIds, trainingDate, topic, content, trainer, duration, remark } = req.body
+    if (!employeeIds || !Array.isArray(employeeIds) || employeeIds.length === 0) {
+      return res.json({ success: false, error: { code: 'VALIDATION_ERROR', message: '请至少选择一名员工' } })
+    }
+    const results = await Promise.all(employeeIds.map((empId: string) =>
+      prisma.trainingRecord.create({
+        data: {
+          orgId: req.user!.orgId,
+          employeeId: empId,
+          trainingDate: new Date(trainingDate),
+          topic,
+          content,
+          trainer,
+          duration: duration || 0,
+          ackStatus: 'PENDING',
+          remark,
+          createdBy: req.user!.id,
+        },
+      })
+    ))
+    res.json({ success: true, data: { count: results.length } })
+  } catch (err) { next(err) }
+})
+
 router.put('/:employeeId/training/:recordId', authMiddleware, async (req: AuthRequest, res, next) => {
   try {
     const { trainingDate, topic, content, trainer, duration, ackStatus, ackDate, attachmentUrl, remark } = req.body
@@ -1124,29 +1225,35 @@ router.get('/:employeeId/performance', authMiddleware, async (req: AuthRequest,
 
 router.post('/:employeeId/performance', authMiddleware, async (req: AuthRequest, res, next) => {
   try {
-    const { period, score, grade, result, summary, improvementPlan, employeeAck, ackDate, reviewer } = req.body
+    const { period, periodType, score, grade, result, summary, improvementPlan, employeeAck, ackDate, reviewer, templateId, dimensionScores } = req.body
     const record = await prisma.performanceRecord.upsert({
       where: { employeeId_period: { employeeId: req.params.employeeId, period } },
       create: {
         orgId: req.user!.orgId,
         employeeId: req.params.employeeId,
         period,
+        periodType: periodType || 'MONTHLY',
         score: score || 0,
         grade: grade || 'B',
         result: result || 'QUALIFIED',
         summary,
         improvementPlan,
+        templateId: templateId || null,
+        dimensionScores: dimensionScores || undefined,
         employeeAck: employeeAck || false,
         ackDate: ackDate ? new Date(ackDate) : null,
         reviewer,
         createdBy: req.user!.id,
       },
       update: {
+        periodType,
         score,
         grade,
         result,
         summary,
         improvementPlan,
+        templateId: templateId || null,
+        dimensionScores: dimensionScores || undefined,
         employeeAck,
         ackDate: ackDate ? new Date(ackDate) : null,
         reviewer,
@@ -1159,7 +1266,7 @@ router.post('/:employeeId/performance', authMiddleware, async (req: AuthRequest,
 
 router.put('/:employeeId/performance/:recordId', authMiddleware, async (req: AuthRequest, res, next) => {
   try {
-    const { period, score, grade, result, summary, improvementPlan, employeeAck, ackDate, reviewer } = req.body
+    const { period, periodType, score, grade, result, summary, improvementPlan, employeeAck, ackDate, reviewer, templateId, dimensionScores } = req.body
     const record = await prisma.performanceRecord.findFirst({
       where: { id: req.params.recordId, orgId: req.user!.orgId },
     })
@@ -1168,11 +1275,14 @@ router.put('/:employeeId/performance/:recordId', authMiddleware, async (req: Aut
       where: { id: req.params.recordId },
       data: {
         period,
+        periodType,
         score,
         grade,
         result,
         summary,
         improvementPlan,
+        templateId: templateId || null,
+        dimensionScores: dimensionScores || undefined,
         employeeAck,
         ackDate: ackDate ? new Date(ackDate) : null,
         reviewer,
@@ -1193,6 +1303,72 @@ router.delete('/:employeeId/performance/:recordId', authMiddleware, async (req:
   } catch (err) { next(err) }
 })
 
+// ========== 绩效模板 CRUD ==========
+
+// 获取模板列表
+router.get('/performance/templates', authMiddleware, async (req: AuthRequest, res, next) => {
+  try {
+    const templates = await prisma.performanceTemplate.findMany({
+      where: { orgId: req.user!.orgId },
+      orderBy: { createdAt: 'desc' },
+    })
+    res.json({ success: true, data: templates })
+  } catch (err) { next(err) }
+})
+
+// 创建模板
+router.post('/performance/templates', authMiddleware, async (req: AuthRequest, res, next) => {
+  try {
+    const { name, description, dimensions, gradeRules, isDefault } = req.body
+    if (!name || !dimensions || !Array.isArray(dimensions)) {
+      return res.json({ success: false, error: { code: 'VALIDATION_ERROR', message: '模板名称和考核维度为必填' } })
+    }
+    // 如果设为默认，先取消其他默认
+    if (isDefault) {
+      await prisma.performanceTemplate.updateMany({ where: { orgId: req.user!.orgId, isDefault: true }, data: { isDefault: false } })
+    }
+    const template = await prisma.performanceTemplate.create({
+      data: {
+        orgId: req.user!.orgId,
+        name,
+        description,
+        dimensions,
+        gradeRules: gradeRules || undefined,
+        isDefault: isDefault || false,
+        createdBy: req.user!.id,
+      },
+    })
+    res.json({ success: true, data: template })
+  } catch (err) { next(err) }
+})
+
+// 更新模板
+router.put('/performance/templates/:id', authMiddleware, async (req: AuthRequest, res, next) => {
+  try {
+    const { name, description, dimensions, gradeRules, isDefault } = req.body
+    const existing = await prisma.performanceTemplate.findFirst({ where: { id: req.params.id, orgId: req.user!.orgId } })
+    if (!existing) return res.status(404).json({ success: false, error: { code: 'NOT_FOUND', message: '模板不存在' } })
+    if (isDefault) {
+      await prisma.performanceTemplate.updateMany({ where: { orgId: req.user!.orgId, isDefault: true, id: { not: req.params.id } }, data: { isDefault: false } })
+    }
+    const updated = await prisma.performanceTemplate.update({
+      where: { id: req.params.id },
+      data: { name, description, dimensions, gradeRules: gradeRules || undefined, isDefault },
+    })
+    res.json({ success: true, data: updated })
+  } catch (err) { next(err) }
+})
+
+// 删除模板
+router.delete('/performance/templates/:id', authMiddleware, async (req: AuthRequest, res, next) => {
+  try {
+    const existing = await prisma.performanceTemplate.findFirst({ where: { id: req.params.id, orgId: req.user!.orgId } })
+    if (!existing) return res.status(404).json({ success: false, error: { code: 'NOT_FOUND', message: '模板不存在' } })
+    await prisma.performanceTemplate.delete({ where: { id: req.params.id } })
+    res.json({ success: true })
+  } catch (err) { next(err) }
+})
+
 // ========== 调薪/调部门 API ==========
 
 function dateToMonth(date: Date): string {