feat: 绩效系数配置化 + 工作台社保公积金评分修复

- Organization 新增 defaultGradeCoefficients 字段，系统设置可配置缺省绩效系数
- 绩效记录编辑时自动带出系数（优先模板 gradeRules，回退组织缺省配置）
- 薪资计算优先用记录 coefficient，回退模板/组织缺省/硬编码默认值
- 绩效模板表单新增等级系数设置区域
- 修复工作台社保公积金评分为0：查询从旧表 SocialInsuranceConfig 改为 SocialYearStandard
- 修复 employeesNoSocial 计算逻辑：只统计有正式劳动合同(FIXED/UNFIXED)但无社保记录的员工
- 社保账户未设置 paymentDay 时回退到 Organization.socialInsCutoffDay 生成月度任务
- 合规健康度各维度补充 todoCount 字段

Generated with [Devin](https://devin.ai)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

backend/prisma/schema.prisma

@@ -141,6 +141,7 @@ model Organization {
   esignPerformanceEnabled Boolean @default(false) // 绩效考核电子签
   esignDisciplinaryEnabled Boolean @default(false) // 违纪记录电子签
   socialInsCutoffDay  Int      @default(15)       // 社保/公积金截止日：每月该日前离职→截止月=离职月-1，该日后→截止月=离职月
+  defaultGradeCoefficients Json? @default("{\"A\":1.2,\"B\":1.0,\"C\":0.8,\"D\":0.6}") // 缺省绩效系数（不选模板时使用）
   createdAt    DateTime @default(now())
   updatedAt    DateTime @updatedAt
 
@@ -801,6 +802,7 @@ model PerformanceRecord {
   periodType     String   @default("MONTHLY") // MONTHLY/QUARTERLY/YEARLY
   score          Float    @default(0) // 考核得分
   grade          String   @default("B") // A/B/C/D
+  coefficient    Float    @default(1.0) // 绩效系数（A=1.2, B=1.0, C=0.8, D=0.6，可手动调整）
   result         String   @default("QUALIFIED") // EXCELLENT/QUALIFIED/NEED_IMPROVE/UNQUALIFIED
   summary        String?  // 考核评语
   improvementPlan String? // 改进计划（不胜任时）

backend/src/routes/payroll2.routes.ts

@@ -324,13 +324,17 @@ router.get('/batches/:id', async (req: AuthRequest, res: Response, next: NextFun
     // 查询批次月份的绩效记录，附加到 entry 上
     const perfRecords = await prisma.performanceRecord.findMany({
       where: { orgId: req.user!.orgId, period: rawBatch.month, periodType: 'MONTHLY' },
-      select: { employeeId: true, grade: true, score: true },
+      select: { employeeId: true, grade: true, score: true, coefficient: true },
     })
-    const gradeCoefficients: Record<string, number> = { A: 1.2, B: 1.0, C: 0.8, D: 0.6 }
+    // 等级默认系数：优先从组织缺省配置取，回退到硬编码
+    const orgForCoeff = await prisma.organization.findUnique({ where: { id: req.user!.orgId }, select: { defaultGradeCoefficients: true } })
+    const DEFAULT_GRADE_COEFFICIENTS: Record<string, number> = (orgForCoeff?.defaultGradeCoefficients as Record<string, number>) || { A: 1.2, B: 1.0, C: 0.8, D: 0.6 }
     const perfMap = new Map<string, { grade: string; coefficient: number }>()
     for (const r of perfRecords) {
       if (!perfMap.has(r.employeeId)) {
-        perfMap.set(r.employeeId, { grade: r.grade, coefficient: gradeCoefficients[r.grade] || 1.0 })
+        // 优先用记录中保存的 coefficient，回退到等级默认值
+        const coeff = r.coefficient != null ? r.coefficient : (DEFAULT_GRADE_COEFFICIENTS[r.grade] || 1.0)
+        perfMap.set(r.employeeId, { grade: r.grade, coefficient: coeff })
       }
     }
 
@@ -916,13 +920,29 @@ router.post('/batches/:batchId/fetch-performance', async (req: AuthRequest, res:
     // 查询批次月份的绩效记录（按 period = YYYY-MM 匹配）
     const performanceRecords = await prisma.performanceRecord.findMany({
       where: { orgId, period: batch.month, periodType: 'MONTHLY' },
-      select: { employeeId: true, grade: true, score: true, result: true },
+      select: { employeeId: true, grade: true, score: true, result: true, coefficient: true, templateId: true },
     })
-    const perfMap = new Map<string, { grade: string; score: number }>()
+    // 查询关联的绩效模板（用于回退取 gradeRules 中的 coefficient）
+    const templateIds = [...new Set(performanceRecords.map(r => r.templateId).filter(Boolean))] as string[]
+    const templates = templateIds.length > 0 ? await prisma.performanceTemplate.findMany({
+      where: { id: { in: templateIds } },
+      select: { id: true, gradeRules: true },
+    }) : []
+    const templateCoeffMap = new Map<string, Record<string, number>>()
+    for (const t of templates) {
+      const coeffs: Record<string, number> = {}
+      if (t.gradeRules && Array.isArray(t.gradeRules)) {
+        for (const rule of t.gradeRules as any[]) {
+          if (rule.grade && rule.coefficient != null) coeffs[rule.grade] = Number(rule.coefficient)
+        }
+      }
+      templateCoeffMap.set(t.id, coeffs)
+    }
+    const perfMap = new Map<string, { grade: string; score: number; coefficient: number | null }>()
     for (const r of performanceRecords) {
       // 同一员工同月可能有多条记录，取最新一条（按创建时间倒序已由 DB 保证）
       if (!perfMap.has(r.employeeId)) {
-        perfMap.set(r.employeeId, { grade: r.grade, score: r.score })
+        perfMap.set(r.employeeId, { grade: r.grade, score: r.score, coefficient: r.coefficient })
       }
     }
 
@@ -957,8 +977,9 @@ router.post('/batches/:batchId/fetch-performance', async (req: AuthRequest, res:
       }
     }
 
-    // 绩效系数映射
-    const gradeCoefficients: Record<string, number> = { A: 1.2, B: 1.0, C: 0.8, D: 0.6 }
+    // 绩效系数：优先用记录中保存的 coefficient，回退到组织缺省配置，再回退到硬编码
+    const orgForCoeff = await prisma.organization.findUnique({ where: { id: orgId }, select: { defaultGradeCoefficients: true } })
+    const DEFAULT_GRADE_COEFFICIENTS: Record<string, number> = (orgForCoeff?.defaultGradeCoefficients as Record<string, number>) || { A: 1.2, B: 1.0, C: 0.8, D: 0.6 }
 
     let filled = 0
     let totalAmount = 0
@@ -969,7 +990,18 @@ router.post('/batches/:batchId/fetch-performance', async (req: AuthRequest, res:
 
       const perfRecord = perfMap.get(entry.employeeId)
       const grade = perfRecord?.grade || null
-      const coefficient = perfRecord ? (gradeCoefficients[perfRecord.grade] || 1.0) : 1.0
+      // 系数优先级：记录中保存的 coefficient > 模板 gradeRules 中的 coefficient > 系统默认值
+      let coefficient = 1.0
+      if (perfRecord) {
+        if (perfRecord.coefficient != null) {
+          coefficient = perfRecord.coefficient
+        } else {
+          // 查绩效记录关联的模板
+          const perfRecWithTemplate = performanceRecords.find(r => r.employeeId === entry.employeeId && r.templateId)
+          const templateCoeffs = perfRecWithTemplate?.templateId ? templateCoeffMap.get(perfRecWithTemplate.templateId) : null
+          coefficient = (templateCoeffs && perfRecord.grade in templateCoeffs) ? templateCoeffs[perfRecord.grade] : (DEFAULT_GRADE_COEFFICIENTS[perfRecord.grade] || 1.0)
+        }
+      }
       const calculatedPerfSalary = Math.round(basePerfSalary * coefficient * 100) / 100
 
       await prisma.batchEntry.update({

backend/src/routes/roster.routes.ts

@@ -1271,7 +1271,7 @@ router.get('/:employeeId/performance', authMiddleware, async (req: AuthRequest,
 
 router.post('/:employeeId/performance', authMiddleware, async (req: AuthRequest, res, next) => {
   try {
-    const { period, periodType, score, grade, result, summary, improvementPlan, employeeAck, ackDate, reviewer, templateId, dimensionScores } = req.body
+    const { period, periodType, score, grade, coefficient, 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: {
@@ -1281,6 +1281,7 @@ router.post('/:employeeId/performance', authMiddleware, async (req: AuthRequest,
         periodType: periodType || 'MONTHLY',
         score: score || 0,
         grade: grade || 'B',
+        coefficient: coefficient != null ? Number(coefficient) : 1.0,
         result: result || 'QUALIFIED',
         summary,
         improvementPlan,
@@ -1295,6 +1296,7 @@ router.post('/:employeeId/performance', authMiddleware, async (req: AuthRequest,
         periodType,
         score,
         grade,
+        coefficient: coefficient != null ? Number(coefficient) : undefined,
         result,
         summary,
         improvementPlan,
@@ -1312,7 +1314,7 @@ router.post('/:employeeId/performance', authMiddleware, async (req: AuthRequest,
 
 router.put('/:employeeId/performance/:recordId', authMiddleware, async (req: AuthRequest, res, next) => {
   try {
-    const { period, periodType, score, grade, result, summary, improvementPlan, employeeAck, ackDate, reviewer, templateId, dimensionScores } = req.body
+    const { period, periodType, score, grade, coefficient, 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 },
     })
@@ -1324,6 +1326,7 @@ router.put('/:employeeId/performance/:recordId', authMiddleware, async (req: Aut
         periodType,
         score,
         grade,
+        coefficient: coefficient != null ? Number(coefficient) : undefined,
         result,
         summary,
         improvementPlan,

backend/src/routes/settings.routes.ts

@@ -28,7 +28,7 @@ router.get('/org', async (req: AuthRequest, res, next) => {
   try {
     const org = await prisma.organization.findUnique({
       where: { id: req.user!.orgId },
-      select: { id: true, name: true, plan: true, maxEmployees: true, city: true, contactName: true, contactPhone: true, payrollDays: true, payrollReminderDays: true, retirementReminderEnabled: true, esignPolicyEnabled: true, esignPayslipEnabled: true, esignOnboardingEnabled: true, createdAt: true },
+      select: { id: true, name: true, plan: true, maxEmployees: true, city: true, contactName: true, contactPhone: true, payrollDays: true, payrollReminderDays: true, retirementReminderEnabled: true, esignPolicyEnabled: true, esignPayslipEnabled: true, esignOnboardingEnabled: true, defaultGradeCoefficients: true, createdAt: true },
     })
     res.json({ success: true, data: org })
   } catch (err) {
@@ -39,7 +39,7 @@ router.get('/org', async (req: AuthRequest, res, next) => {
 // 更新企业信息
 router.put('/org', requireAdmin, async (req: AuthRequest, res, next) => {
   try {
-    const { name, payrollDays, payrollReminderDays, city, contactName, contactPhone, retirementReminderEnabled, esignPolicyEnabled, esignPayslipEnabled, esignOnboardingEnabled } = req.body as { name?: string; payrollDays?: number[]; payrollReminderDays?: number; city?: string; contactName?: string; contactPhone?: string; retirementReminderEnabled?: boolean; esignPolicyEnabled?: boolean; esignPayslipEnabled?: boolean; esignOnboardingEnabled?: boolean }
+    const { name, payrollDays, payrollReminderDays, city, contactName, contactPhone, retirementReminderEnabled, esignPolicyEnabled, esignPayslipEnabled, esignOnboardingEnabled, defaultGradeCoefficients } = req.body as { name?: string; payrollDays?: number[]; payrollReminderDays?: number; city?: string; contactName?: string; contactPhone?: string; retirementReminderEnabled?: boolean; esignPolicyEnabled?: boolean; esignPayslipEnabled?: boolean; esignOnboardingEnabled?: boolean; defaultGradeCoefficients?: Record<string, number> }
     const updateData: any = {}
     if (name) updateData.name = name
     if (payrollDays !== undefined) updateData.payrollDays = payrollDays
@@ -51,10 +51,11 @@ router.put('/org', requireAdmin, async (req: AuthRequest, res, next) => {
     if (esignPolicyEnabled !== undefined) updateData.esignPolicyEnabled = esignPolicyEnabled
     if (esignPayslipEnabled !== undefined) updateData.esignPayslipEnabled = esignPayslipEnabled
     if (esignOnboardingEnabled !== undefined) updateData.esignOnboardingEnabled = esignOnboardingEnabled
+    if (defaultGradeCoefficients !== undefined) updateData.defaultGradeCoefficients = defaultGradeCoefficients
     const org = await prisma.organization.update({
       where: { id: req.user!.orgId },
       data: updateData,
-      select: { id: true, name: true, plan: true, maxEmployees: true, city: true, contactName: true, contactPhone: true, payrollDays: true, payrollReminderDays: true, retirementReminderEnabled: true, esignPolicyEnabled: true, esignPayslipEnabled: true, esignOnboardingEnabled: true },
+      select: { id: true, name: true, plan: true, maxEmployees: true, city: true, contactName: true, contactPhone: true, payrollDays: true, payrollReminderDays: true, retirementReminderEnabled: true, esignPolicyEnabled: true, esignPayslipEnabled: true, esignOnboardingEnabled: true, defaultGradeCoefficients: true },
     })
     res.json({ success: true, data: org })
   } catch (err) {

backend/src/services/risk.service.ts

@@ -429,12 +429,14 @@ export async function detectMonthlyTasks(orgId: string) {
     }
   }
 
-  // 社保和公积金按账户 paymentDay 生成提醒
+  // 社保和公积金按账户 paymentDay 生成提醒，未设置时回退到组织 socialInsCutoffDay
+  const org = await prisma.organization.findUnique({ where: { id: orgId }, select: { socialInsCutoffDay: true } })
+  const defaultCutoffDay = org?.socialInsCutoffDay || 15
   const accounts = await prisma.socialAccount.findMany({
-    where: { orgId, status: 'ACTIVE', paymentDay: { not: null } },
+    where: { orgId, status: 'ACTIVE' },
   })
   for (const acc of accounts) {
-    const day = acc.paymentDay!
+    const day = acc.paymentDay || defaultCutoffDay
     if (today >= day) {
       const deadline = new Date(now.getFullYear(), now.getMonth(), day)
       const typeLabel = acc.type === 'SOCIAL' ? '社保' : '公积金'
@@ -721,8 +723,9 @@ export async function getDashboardData(orgId: string) {
       where: { orgId, batch: { month: currentMonth, status: 'ARCHIVED' } },
       select: { baseSalary: true, overtimePay: true, allowance: true, deduction: true, bonus: true, totalPay: true, socialEmp: true, socialOrg: true, housingEmp: true, housingOrg: true, tax: true, netPay: true, employeeId: true },
     }),
-    prisma.socialInsuranceConfig.findFirst({ where: { orgId, isCurrent: true } }),
-    prisma.housingFundConfig.findFirst({ where: { orgId, isCurrent: true } }),
+    // 社保/公积金配置：优先查 SocialYearStandard（新架构），回退到旧表
+    prisma.socialYearStandard.findFirst({ where: { orgId, isCurrent: true, account: { type: 'SOCIAL' } } }).then(async r => r as any || (await prisma.socialInsuranceConfig.findFirst({ where: { orgId, isCurrent: true } }) as any)),
+    prisma.socialYearStandard.findFirst({ where: { orgId, isCurrent: true, account: { type: 'HOUSING' } } }).then(async r => r as any || (await prisma.housingFundConfig.findFirst({ where: { orgId, isCurrent: true } }) as any)),
     prisma.laborContract.count({
       where: { orgId, createdAt: { gte: monthStart, lte: monthEnd } },
     }),
@@ -1498,8 +1501,9 @@ export async function getComplianceScore(orgId: string) {
     prisma.attendanceConfirmation.count({ where: { orgId, status: 'PENDING' } }),
     prisma.payslip.count({ where: { orgId, confirmedAt: null } }),
     prisma.payslip.count({ where: { orgId } }),
-    prisma.socialInsuranceConfig.findFirst({ where: { orgId, isCurrent: true } }),
-    prisma.housingFundConfig.findFirst({ where: { orgId, isCurrent: true } }),
+    // 社保/公积金配置：优先查 SocialYearStandard（新架构），回退到旧表
+    prisma.socialYearStandard.findFirst({ where: { orgId, isCurrent: true, account: { type: 'SOCIAL' } } }).then(async r => r ? true : !!(await prisma.socialInsuranceConfig.findFirst({ where: { orgId, isCurrent: true } }))) as Promise<boolean>,
+    prisma.socialYearStandard.findFirst({ where: { orgId, isCurrent: true, account: { type: 'HOUSING' } } }).then(async r => r ? true : !!(await prisma.housingFundConfig.findFirst({ where: { orgId, isCurrent: true } }))) as Promise<boolean>,
     prisma.riskItem.count({
       where: {
         orgId,
@@ -1519,13 +1523,18 @@ export async function getComplianceScore(orgId: string) {
     ? Math.max(0, 100 - Math.round((unconfirmedPayslips / totalPayslips) * 100))
     : 100
   const socialScore = (socialConfig ? 50 : 0) + (housingConfig ? 50 : 0)
+  // 社保公积金待办：当月未完成的缴纳任务
+  const currentMonthStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}`
+  const socialTodoCount = await prisma.riskItem.count({
+    where: { orgId, status: 'PENDING', type: 'MONTHLY', title: { startsWith: `${currentMonthStr}月 缴纳` } },
+  })
 
   const dimensions = [
     { key: 'contract', name: '合同管理', score: contractScore, todoCount: unsignedContracts + pendingSignContracts + expiringContracts },
     { key: 'policy', name: '规章制度', score: policyScore, todoCount: policiesWithoutPublish },
     { key: 'attendance', name: '考勤工时', score: attendanceScore, todoCount: attendanceUnconfirmed },
     { key: 'salary', name: '薪酬工资', score: salaryScore, todoCount: unconfirmedPayslips },
-    { key: 'social', name: '社保公积金', score: socialScore, todoCount: 0 },
+    { key: 'social', name: '社保公积金', score: socialScore, todoCount: socialTodoCount },
   ]
 
   const overallScore = Math.round(
@@ -1679,10 +1688,17 @@ export async function getHealthCheck(orgId: string) {
     // democracyProgress 是 JSONB，用 status 字段判断未完成
     prisma.policyDocument.count({ where: { orgId, status: { not: 'PUBLISHED' } } }),
     prisma.policyDocument.count({ where: { orgId } }),
-    prisma.socialInsuranceConfig.findFirst({ where: { orgId, isCurrent: true } }),
-    prisma.housingFundConfig.findFirst({ where: { orgId, isCurrent: true } }),
-    // 社保记录按员工去重
-    prisma.employeeSocialInsRecord.groupBy({ by: ['employeeId'], where: { orgId, endMonth: null }, _count: true }).then(r => r.length),
+    // 社保/公积金配置：优先查 SocialYearStandard（新架构），回退到旧表
+    prisma.socialYearStandard.findFirst({ where: { orgId, isCurrent: true, account: { type: 'SOCIAL' } } }).then(async r => r ? true : !!(await prisma.socialInsuranceConfig.findFirst({ where: { orgId, isCurrent: true } }))) as Promise<boolean>,
+    prisma.socialYearStandard.findFirst({ where: { orgId, isCurrent: true, account: { type: 'HOUSING' } } }).then(async r => r ? true : !!(await prisma.housingFundConfig.findFirst({ where: { orgId, isCurrent: true } }))) as Promise<boolean>,
+    // 社保记录：计算有正式劳动合同但无社保记录的在职员工数（实习/劳务/外包等不缴社保）
+    Promise.all([
+      prisma.employee.findMany({
+        where: { orgId, status: 'ACTIVE', contracts: { some: { contractType: { in: ['FIXED', 'UNFIXED'] } } } },
+        select: { id: true },
+      }),
+      prisma.employeeSocialInsRecord.groupBy({ by: ['employeeId'], where: { orgId, endMonth: null }, _count: true }).then(r => new Set(r.map(x => x.employeeId))),
+    ]).then(([emps, socialEmpIds]) => emps.filter(e => !socialEmpIds.has(e.id)).length),
     prisma.overtimeRecord.count({ where: { orgId, weekdayHours: { gt: 36 } } }),
     // 解聘合规
     prisma.terminationRecord.count({ where: { orgId } }),
@@ -1703,6 +1719,7 @@ export async function getHealthCheck(orgId: string) {
       key: 'contract',
       name: '合同管理',
       score: Math.max(0, 100 - unsignedContracts * 15 - pendingSignContracts * 10 - expiringContracts * 5),
+      todoCount: unsignedContracts + pendingSignContracts + expiringContracts,
       findings: [
         unsignedContracts > 0 ? `${unsignedContracts} 名员工未签书面合同，存在双倍工资风险` : '全员已有合同记录',
         pendingSignContracts > 0 ? `${pendingSignContracts} 份合同待签署（已创建未完成签署）` : '',
@@ -1720,6 +1737,7 @@ export async function getHealthCheck(orgId: string) {
       score: totalPayslips > 0
         ? Math.max(0, 100 - Math.round((unconfirmedPayslips / totalPayslips) * 100))
         : 100,
+      todoCount: unconfirmedPayslips,
       findings: [
         totalPayslips > 0
           ? `${unconfirmedPayslips}/${totalPayslips} 张工资条未确认`
@@ -1737,6 +1755,9 @@ export async function getHealthCheck(orgId: string) {
         (housingConfig ? 30 : 0) +
         (employeesNoSocial === 0 ? 20 : Math.max(0, 20 - employeesNoSocial * 2))
       ),
+      todoCount: await prisma.riskItem.count({
+        where: { orgId, status: 'PENDING', type: 'MONTHLY', title: { startsWith: `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}月 缴纳` } },
+      }),
       findings: [
         socialConfig ? '社保配置已设置' : '未配置社保比例，建议尽快设置',
         housingConfig ? '公积金配置已设置' : '未配置公积金比例',
@@ -1751,6 +1772,7 @@ export async function getHealthCheck(orgId: string) {
       key: 'attendance',
       name: '考勤加班',
       score: Math.max(0, 100 - overtimeExcessive * 10),
+      todoCount: overtimeExcessive,
       findings: [
         overtimeExcessive > 0 ? `${overtimeExcessive} 条加班记录月超时36小时，存在违法风险` : '加班时长合规',
         attendanceRecords > 0 ? `已记录 ${attendanceRecords} 条考勤数据` : '暂无考勤记录，建议建立考勤制度',
@@ -1766,6 +1788,7 @@ export async function getHealthCheck(orgId: string) {
       score: totalPolicies > 0
         ? Math.max(0, 100 - policiesWithoutPublish * 12)
         : 60,
+      todoCount: policiesWithoutPublish,
       findings: [
         totalPolicies === 0 ? '尚未上传任何规章制度，建议建立基础制度体系' : `已管理 ${totalPolicies} 项制度`,
         policiesWithoutPublish > 0 ? `${policiesWithoutPublish} 项制度未完成民主程序，仲裁中可能无效` : '所有制度已完成民主公示',
@@ -1784,6 +1807,7 @@ export async function getHealthCheck(orgId: string) {
             (terminationsWithChecklist / Math.max(1, completedTerminations)) * 40
           )
         : 100,
+      todoCount: totalTerminations - completedTerminations,
       findings: [
         totalTerminations > 0
           ? `共 ${totalTerminations} 起解聘，${completedTerminations} 起已完成流程`