!12919 !12918 添加功能

Merge pull request !12919 from 李鹏宇/dev

soong_workflow/models/soong_workflow_mixin.py

@@ -2053,6 +2053,22 @@ class SoongWorkflowMixin(models.AbstractModel):
             return record_id.users_id.employee_id
         return self.env['hr.employee']  # 默认返回空记录集
 
+    def _get_active_workflow_record(self):
+        """本单据「未进回收站」的工作流记录（没有则返回空记录集）。
+
+        按 res_model + res_id 匹配；回收站里的记录 reclaim_state=True，不算有效记录。
+        """
+        self.ensure_one()
+        return self.env['soong.workflow.record'].sudo().search([
+            ('res_model', '=', self._name),
+            ('res_id', '=', self.id),
+            ('reclaim_state', '=', False),
+        ], limit=1)
+
+    def _has_active_workflow_record(self):
+        """本单据是否存在「未进回收站」的工作流记录（回收站里的不算）"""
+        return bool(self._get_active_workflow_record())
+
     # ---- 公司历史名称展示：web_read 直接改写指向 res.company 的公司字段显示名（见 web_read）----
     company_id = fields.Many2one('res.company', string='公司')
 

soong_workflow/wizard/soong_workflow_comment_wizard.py

@@ -806,6 +806,10 @@ class SoongWorkflowCommentWizard(models.TransientModel):
                                                                                  title=title + '传阅/抄送，测试提醒',
                                                                                  description=description, url=url,
                                                                                  btntxt="查看详情")
+            # 转交成功：仅这几类单据需要推进业务状态
+            # （评估申请 -> 物业/方案「评估中」；挂牌申报表 待挂牌 -> 挂牌中；成交确认书 待签约 -> 签约中）
+            if self.res_model in ('property.evaluate.application', 'property.rental.form', 'property.confirm'):
+                record_id._on_workflow_transfer()
         self._handle_avoidance()
         if self.node_btn_name == '退回':
             if not self.return_link_id:

yuthon_property/__manifest__.py

@@ -15,6 +15,9 @@
         'data/data_yuthon_resource_mgmt_config.xml',
         'data/yuthon_property_approval_data.xml',
         'data/yuthon_new_property.xml',
+        # 必须早于 yuthon_property_views.xml：物业列表头部按钮用 %(...)d 引用该动作
+        'wizard/property_import_wizard_views.xml',
+        'wizard/property_evaluation_import_wizard_views.xml',
         'views/yuthon_property_views.xml',
         'views/property_patrol_duty.xml',
         'views/property_patrol_plan.xml',

yuthon_property/models/property_bank_statements.py

@@ -54,6 +54,14 @@ class PropertyBankStatements(models.Model):
     change_amount = fields.Float(string='修改金额')
     receivable_modify_ids = fields.One2many('receivable.modify.line', 'bank_id', string='修改应收单')
 
+    # 对账（贷）列表排序用：挂账的行排最前面（挂账=0，其余=1），配合「交易时间倒序」使用
+    bank_state_sort = fields.Integer(string='排序(挂账优先)', compute='_compute_bank_state_sort', store=True)
+
+    @api.depends('bank_state')
+    def _compute_bank_state_sort(self):
+        for rec in self:
+            rec.bank_state_sort = 0 if rec.bank_state == 'registered' else 1
+
     def open_record(self):
         return {
             "type": "ir.actions.act_window",

yuthon_property/models/property_evaluation_plan.py

@@ -9,41 +9,77 @@ class PropertyEvaluationPlan(models.Model):
 
     name = fields.Char(string='物业名称')
     evaluation_area = fields.Float(string='评估面积（m²）')
-    property_ids = fields.Many2many('yuthon.property', string='物业')
+    property_id = fields.Many2one('yuthon.property', string='物业')
+    # 业务状态：取关联物业的业务状态（只读展示）
+    business_state = fields.Selection(related='property_id.business_state', string='业务状态')
     company_id = fields.Many2one('yuthon.property.company', string='评估公司', compute='_compute_search', store=True)
     admin_id = fields.Many2one('res.users', string="管理员", compute='_compute_search', store=True)
     assessment_category = fields.Selection([('rent_money', '租金'), ('value', '价值')], string="评估类别", default='rent_money')
-    owner_id = fields.Many2one('yuthon.owner.message', string="权属人")
-    registered_id = fields.Many2one('yuthon.purpose.evidence', string='证载用途')
-    registered_id2 = fields.Many2one('yuthon.purpose.evidence', string='设定用途')
+    # 以下字段均从关联物业带出，属计算字段，不落库（口径见 _compute_from_property）
+    owner_id = fields.Many2one('yuthon.owner.message', string="权属人", compute='_compute_from_property')
+    registered_id = fields.Many2one('yuthon.purpose.evidence', string='证载用途', compute='_compute_from_property')
+    registered_id2 = fields.Many2one('yuthon.resource.type', string='设定用途', compute='_compute_from_property')
     rent_id = fields.Many2one('rent.free.setting', string="办法")
-    lease_period = fields.Integer(string='租赁期限（<=)')
-    first_years_begin = fields.Integer(string='第几年开始')
-    increments_few_years = fields.Integer(string='每几年递增')
+    lease_period = fields.Integer(string='租赁期限（<=)', compute='_compute_from_property')
+    first_years_begin = fields.Integer(string='第几年开始', compute='_compute_from_property')
+    increments_few_years = fields.Integer(string='每几年递增', compute='_compute_from_property')
     lease_form = fields.Selection([('sublease', '分租'), ('whole', '整租')], string="租赁形式", compute='compute_lease_form')
-    annual_increase_percentage = fields.Float(string='递增百分比', igits=(6, 2))
-    annual_increase_amount = fields.Float(string='递增金额', igits=(6, 2))
-    rent_unit = fields.Float(string='递增单价', igits=(6, 2))
+    annual_increase_percentage = fields.Float(string='递增百分比', igits=(6, 2), compute='_compute_from_property')
+    annual_increase_amount = fields.Float(string='递增金额', igits=(6, 2), compute='_compute_from_property')
+    rent_unit = fields.Float(string='递增单价', igits=(6, 2), compute='_compute_from_property')
     remake = fields.Text(string='备注')
-    property_state = fields.Selection([('to', '待审批'), ('done', '已审批')], string="状态", default='to')
+    property_state = fields.Selection([('to', '待评估'), ('ing', '评估中'), ('done', '已评估')],
+                                      string="状态", default='to')
 
-    @api.depends('property_ids')
+    @api.depends('property_id')
     def _compute_search(self):
         for record in self:
-            if record.property_ids:
-                record.company_id = record.property_ids[0].company_id.id
-                record.admin_id = record.property_ids[0].admin_id.id
+            if record.property_id:
+                record.company_id = record.property_id.company_id.id
+                record.admin_id = record.property_id.admin_id.id
 
-    @api.depends('property_ids')
+    @api.depends('property_id',
+                 'property_id.asset_type_id',
+                 'property_id.reference_ids.start_date',
+                 'property_id.reference_ids.end_date',
+                 'property_id.reference_ids.lease_period',
+                 'property_id.reference_ids.rent_period',
+                 'property_id.reference_ids.first_years_begin',
+                 'property_id.reference_ids.increments_few_years',
+                 'property_id.reference_ids.annual_increase_amount',
+                 'property_id.reference_ids.rent_unit',
+                 'property_id.reference_ids.annual_increase_percentage',
+                 'property_id.title_information_ids.start_time',
+                 'property_id.title_information_ids.end_date',
+                 'property_id.title_information_ids.owner_id',
+                 'property_id.title_information_ids.registered_id')
+    def _compute_from_property(self):
+        """从关联物业带出：
+        - 租赁期限 / 第几年开始 / 每几年递增 / 递增金额 / 递增单价 / 递增百分比 ← 物业「出租参考条件」中日期范围覆盖当天的那行
+        - 权属人 / 证载用途 ← 物业「产权信息明细」中日期范围覆盖当天的那行
+        - 设定用途 ← 物业的「出租类型」(asset_type_id)
+        """
+        for plan in self:
+            prop = plan.property_id
+            ref_line = prop._get_valid_reference_line() if prop else prop
+            title_line = prop._get_valid_title_line() if prop else prop
+
+            plan.lease_period = ref_line.lease_period if ref_line else 0
+            plan.first_years_begin = ref_line.first_years_begin if ref_line else 0
+            plan.increments_few_years = ref_line.increments_few_years if ref_line else 0
+            plan.annual_increase_amount = ref_line.annual_increase_amount if ref_line else 0.0
+            plan.rent_unit = ref_line.rent_unit if ref_line else 0.0
+            plan.annual_increase_percentage = ref_line.annual_increase_percentage if ref_line else 0.0
+
+            plan.owner_id = title_line.owner_id.id if title_line and title_line.owner_id else False
+            plan.registered_id = title_line.registered_id.id if title_line and title_line.registered_id else False
+            plan.registered_id2 = prop.asset_type_id.id if prop and prop.asset_type_id else False
+
+    @api.depends('property_id')
     def compute_lease_form(self):
+        # 一个方案只对应一个物业 → 恒为「整租」（原「多物业=分租」的判断随 m2o 改造取消）
         for record in self:
-            if record.property_ids:
-                if len(record.property_ids) > 1:
-                    record.lease_form = 'sublease'
-                else:
-                    record.lease_form = 'whole'
-            else:
-                record.lease_form = False
+            record.lease_form = 'whole' if record.property_id else False
 
 
     def put_assessment_approval(self):
@@ -52,12 +88,14 @@ class PropertyEvaluationPlan(models.Model):
         form_id = self.env.ref('yuthon_property_approval.property_evaluate_application_form').id
         property_list = []
         for i in property_evaluation_ids:
-            if i.property_state == 'done':
-                raise UserError('该方案不可提交')
+            # 仅「待评估」可提交评估申请；评估中 / 已评估不再提供该入口
+            if i.property_state != 'to':
+                raise UserError('仅「待评估」的方案可以提交评估申请')
             property_list.append([0, 0, {
                 'property_evaluation_id': i.id,
             }])
-            i.write({'property_state': 'done'})
+            # 此处只负责跳转，状态改为「评估中」由评估申请保存成功时触发
+            # （见 property.evaluate.application.create）
         return {
             'name': '提交物业评估',
             'view_mode': 'form',
@@ -69,27 +107,60 @@ class PropertyEvaluationPlan(models.Model):
             }
         }
 
+    def action_listing_rental(self):
+        """挂牌招租：把所选评估方案关联的物业带进「挂牌申报表」明细行"""
+        property_evaluation_ids = self.env["property.evaluation.plan"].browse(
+            self._context.get('active_ids', self._context.get('active_id')))
+        properties = property_evaluation_ids.mapped('property_id')
+        if not properties:
+            raise UserError('所选评估方案未关联物业，无法挂牌招租')
+        # 已进入签约流程（待签约/签约中/已签约）的物业不放进挂牌申报表
+        form_model = self.env['property.rental.form']
+        properties = form_model._get_listable_properties(properties)
+        if not properties:
+            raise UserError('所选物业均已进入签约流程（待签约/签约中/已签约），不能在挂牌申报表中提交')
+        form_model._check_listing_available(properties)
+        form_id = self.env.ref('yuthon_property_approval.view_property_rental_form_form').id
+        line_list = []
+        for prop in properties:
+            line_list.append([0, 0, {
+                'property_id': prop.id,
+            }])
+        return {
+            'name': '挂牌招租',
+            'type': 'ir.actions.act_window',
+            'res_model': 'property.rental.form',
+            'view_mode': 'form',
+            'views': [(form_id, 'form')],
+            'target': 'current',
+            'context': {
+                'default_property_rental_form_line_ids': line_list,
+            },
+        }
+
     def button_source(self):
-        domain = [('id', 'in', self.property_ids.ids)]
+        """详情：跳转到对应物业的表单"""
+        self.ensure_one()
+        prop = self.property_id
+        if not prop:
+            raise UserError('该评估方案未关联物业，无法查看详情')
         return {
             "name": "物业",
             "type": "ir.actions.act_window",
-            "view_mode": "tree",
             "res_model": "yuthon.property",
-            'tree_view_ref': 'yuthon_property.view_property_evaluation_plan_tree1',
-            "domain": domain,
-            "target": "new",
+            "view_mode": "form",
+            "views": [[self.env.ref('yuthon_property.yuthon_property_form').id, 'form']],
+            "target": "current",
+            "res_id": prop.id,
         }
 
+    DERIVED_FIELDS = ['owner_id', 'registered_id', 'registered_id2', 'lease_period',
+                      'first_years_begin', 'increments_few_years', 'annual_increase_amount',
+                      'rent_unit', 'annual_increase_percentage']
+
     def update_message(self):
+        """这些字段已改为从关联物业实时计算、不落库，这里只需清缓存触发重算"""
         property_evaluation_ids = self.env["property.evaluation.plan"].browse(
             self._context.get('active_ids', self._context.get('active_id')))
-        for record in property_evaluation_ids:
-            property_id = self.sudo().env['yuthon.property'].search([('name', '=', record.name)])
-            if property_id:
-                record.write({
-                    'owner_id': property_id.owner_id,
-                    'lease_period': property_id.lease_period,
-                    'registered_id': property_id.registered_id,
-                })
+        property_evaluation_ids.invalidate_recordset(self.DERIVED_FIELDS)
 

yuthon_property/models/yuthon_property.py

@@ -1,7 +1,7 @@
 from odoo import models, fields, api
 from odoo.exceptions import UserError, ValidationError
 from pypinyin import pinyin,lazy_pinyin
-from datetime import datetime,date
+from datetime import datetime,date,timedelta
 import calendar
 
 
@@ -39,7 +39,24 @@ class YuthonProperty(models.Model):
                                             string="朝向")
     street = fields.Char(string="街道")
     property_state = fields.Selection([('on_rent', '在租'), ('vacant', '空置')], string='租赁状态', default='on_rent')
-    property_leasing = fields.Selection([('to', '待评估'), ('ing', '评估中'), ('done', '已评估'), ('net', '挂网'), ('signing', '签约中')], string='评估状态', default='to')
+    # 业务状态：评估 → 挂牌 → 签约 的完整链路
+    # （原先拆成「评估状态 property_leasing」+「挂牌状态 listing_state」两个字段，现合并为一个）
+    # 流转：保存只置「待X」，转交才置「X中」
+    business_state = fields.Selection([
+        ('', ''),
+        ('to', '待评估'),
+        ('ing', '评估中'),
+        ('done', '已评估'),
+        ('to_list', '待挂牌'),
+        ('listing', '挂牌中'),
+        ('listed', '已挂牌'),
+        ('to_sign', '待签约'),
+        ('signing', '签约中'),
+        ('signed', '已签约'),
+    ], string='业务状态', default='to')
+    # 该物业走过的所有审批（soong.workflow.record）：展示用，不落库
+    workflow_record_ids = fields.Many2many('soong.workflow.record', string='审批流程',
+                                           compute='_compute_workflow_record_ids')
     purpose_id = fields.Many2one('yuthon.resource.purpose', string="管理类型", compute="compute_information_fields", store=True)
     is_meter = fields.Boolean(string="水表")
     live_room = fields.Many2one('yuthon.live.room', string="居住用房")
@@ -97,6 +114,42 @@ class YuthonProperty(models.Model):
     property_type = fields.Selection([('property', '物业'), ('guanggao', '广告位'), ('guanzi', '管子间'), ('room', '机房'), ('base_station','基站'), ('other', '其他')], string="资产类型", default='property')
     is_new = fields.Boolean(string="是否最新物业", compute= 'compute_is_new', default=True, store=True)
     kingdee_property_id = fields.Char(string="金蝶云物业资产id")
+    # 基本信息补充（建筑 / 土地）
+    building_structure = fields.Char(string='建筑结构')
+    rental_floor = fields.Char(string='出租楼层')
+    land_nature = fields.Char(string='土地性质')
+    land_acquisition = fields.Selection([('transfer', '出让'), ('allocation', '划拨')], string='取得方式')
+    land_end_date = fields.Date(string='土地终止日期')
+    construction_year = fields.Char(string='建筑年代')
+    shared_land_area = fields.Float(string='共用地面积(㎡)', digits=(16, 4))
+
+    def _evaluation_date_deadline(self):
+        """评估基准日对应区间的最后一天：基准日「年份 +1」的同一天再减 1 天
+
+        例：基准日 2026-09-24 → 区间 2026-09-24 ~ 2027-09-23
+        （2 月 29 日在次年不存在时按 2 月 28 日算）
+        """
+        self.ensure_one()
+        base = self.evaluation_date
+        if not base:
+            return False
+        try:
+            next_year = base.replace(year=base.year + 1)
+        except ValueError:
+            next_year = base.replace(year=base.year + 1, day=28)
+        return next_year - timedelta(days=1)
+
+    @api.onchange('evaluation_date')
+    def _onchange_evaluation_date(self):
+        """修改评估基准日后：若当前日期已超出「基准日 ~ 次年同日 - 1 天」这个区间，
+        物业业务状态回到「待评估」；业务状态是「已签约」的物业不做处理。
+        """
+        for record in self:
+            if not record.evaluation_date or record.business_state == 'signed':
+                continue
+            deadline = record._evaluation_date_deadline()
+            if deadline and fields.Date.context_today(record) > deadline:
+                record.business_state = 'to'
 
     def update_property_state(self):
         today = date.today()
@@ -197,17 +250,115 @@ class YuthonProperty(models.Model):
             record.is_new = has_valid_line
 
 
-    @api.onchange('reference_ids')
+    # 「审批流程」页只显示这几类单据（评估审批 / 挂牌审批 / 成交确认书审批）
+    WORKFLOW_PAGE_MODELS = (
+        'property.evaluate.application',   # 评估审批（物业评估申请）
+        'property.rental.form',            # 挂牌审批（挂牌申报表）
+        'property.confirm',                # 成交确认书审批
+    )
+
+    @api.model
+    def _get_workflow_source_paths(self, only_models=None):
+        """自动发现「挂了工作流、且能关联到本物业」的单据，返回 [(模型名, 到物业的域路径)]
+
+        覆盖两层：
+        ① 单据上有指向 yuthon.property 的 Many2one 字段（如 property.split.approval.property_id）；
+        ② 单据的明细行（One2many / Many2many）上有指向 yuthon.property 的 Many2one（如
+           property.rental.form.property_rental_form_line_ids.property_id、
+           property.confirm.lease_ids.address_id）。
+
+        :param only_models: 只在这些模型里找（传 None 表示全库扫描）
+        """
+        mixin_cls = self.env['soong.workflow.mixin'].__class__
+        paths = []
+        for model_name in list(self.env.registry):
+            if model_name not in self.env:
+                continue
+            if only_models and model_name not in only_models:
+                continue
+            cls = self.env.registry[model_name]
+            try:
+                if not issubclass(cls, mixin_cls):
+                    continue
+            except TypeError:
+                continue
+            for fname, field in self.env[model_name]._fields.items():
+                if field.type == 'many2one' and field.comodel_name == 'yuthon.property':
+                    paths.append((model_name, fname))
+                elif field.type in ('one2many', 'many2many') and field.comodel_name in self.env:
+                    for sname, sfield in self.env[field.comodel_name]._fields.items():
+                        if sfield.type == 'many2one' and sfield.comodel_name == 'yuthon.property':
+                            paths.append((model_name, '%s.%s' % (fname, sname)))
+        return paths
+
+    @api.depends()
+    def _compute_workflow_record_ids(self):
+        """本物业相关的审批流程记录：只取「评估审批 / 挂牌审批 / 成交确认书审批」且**审批已结束**的"""
+        Workflow = self.env['soong.workflow.record'].sudo()
+        paths = {}
+        for model_name, path in self._get_workflow_source_paths(self.WORKFLOW_PAGE_MODELS):
+            paths.setdefault(model_name, []).append(path)
+
+        for record in self:
+            found_ids = set()
+            for model_name, model_paths in paths.items():
+                source = self.env[model_name].sudo()
+                res_ids = set()
+                for path in model_paths:
+                    res_ids.update(source.search([(path, '=', record.id)]).ids)
+                if res_ids:
+                    found_ids.update(Workflow.search([
+                        ('res_model', '=', model_name), ('res_id', 'in', list(res_ids)),
+                        ('approve_state', '=', 'end'),
+                    ]).ids)
+            record.workflow_record_ids = Workflow.browse(list(found_ids))
+
+    def _get_valid_reference_line(self):
+        """取出租参考条件明细行：优先取 [开始日期, 结束日期] 覆盖当天的那条；
+        没有命中时回退到原有行为（最后一条）。"""
+        self.ensure_one()
+        lines = self.reference_ids
+        if not lines:
+            return lines
+        today = fields.Date.context_today(self)
+        valid = lines.filtered(
+            lambda line: (not line.start_date or line.start_date <= today)
+            and (not line.end_date or line.end_date >= today)
+        )
+        if not valid:
+            return lines[-1:]
+        # 多条命中时取开始日期最新的一条
+        return valid.sorted(lambda line: line.start_date or today, reverse=True)[:1]
+
+    def _get_valid_title_line(self):
+        """取产权信息明细行：优先取 [生效日期, 失效日期] 覆盖当天的那条；
+        没有命中时回退到最后一条。"""
+        self.ensure_one()
+        lines = self.title_information_ids
+        if not lines:
+            return lines
+        today = fields.Date.context_today(self)
+        valid = lines.filtered(
+            lambda line: (not line.start_time or line.start_time <= today)
+            and (not line.end_date or line.end_date >= today)
+        )
+        if not valid:
+            return lines[-1:]
+        # 多条命中时取生效日期最新的一条
+        return valid.sorted(lambda line: line.start_time or today, reverse=True)[:1]
+
+    @api.onchange('reference_ids', 'reference_ids.start_date', 'reference_ids.end_date')
     def _onchange_reference_ids(self):
         for record in self:
-            if record.reference_ids:
-                record.lease_period = record.reference_ids[-1].lease_period
-                record.rent_period = record.reference_ids[-1].rent_period
-                record.first_years_begin = record.reference_ids[-1].first_years_begin
-                record.increments_few_years = record.reference_ids[-1].increments_few_years
-                record.annual_increase_percentage = record.reference_ids[-1].annual_increase_percentage
-                record.annual_increase_amount = record.reference_ids[-1].annual_increase_amount
-                record.rent_unit = record.reference_ids[-1].rent_unit
+            line = record._get_valid_reference_line()
+            if line:
+                record.lease_period = line.lease_period
+                record.rent_period = line.rent_period
+                record.first_years_begin = line.first_years_begin
+                record.increments_few_years = line.increments_few_years
+                record.annual_increase_percentage = line.annual_increase_percentage
+                record.annual_increase_amount = line.annual_increase_amount
+                record.rent_unit = line.rent_unit
             else:
                 record.lease_period = 0.0
                 record.rent_period = 0.0
@@ -386,6 +537,13 @@ class YuthonProperty(models.Model):
     evaluation_rent_total = fields.Float(string='评估总价（元•月，散租）')
     evaluation_whole_rent_price = fields.Float(string='评估整租单价（元/m² •月）')
     evaluation_whole_rent_total = fields.Float(string='评估总价（元•月，整租）')
+    # 评估信息页（物业表单「评估信息」tab）
+    evaluation_date = fields.Date(string='基准日')
+    evaluation_info = fields.Char(string='评估信息')
+    evaluation_agency = fields.Char(string='评估机构')
+    evaluation_code = fields.Char(string='评估编号')
+    evaluation_method = fields.Char(string='评估方法')
+    evaluation_remark = fields.Char(string='备注')
 
     def update_precinct(self):
         property_ids = self.env["yuthon.property"].browse(
@@ -397,6 +555,12 @@ class YuthonProperty(models.Model):
     def put_declare_approval(self):
         property_ids = self.env["yuthon.property"].browse(
             self._context.get('active_ids', self._context.get('active_id')))
+        # 已进入签约流程（待签约/签约中/已签约）的物业不放进挂牌申报表
+        form_model = self.env['property.rental.form']
+        property_ids = form_model._get_listable_properties(property_ids)
+        if not property_ids:
+            raise UserError('所选物业均已进入签约流程（待签约/签约中/已签约），不能在挂牌申报表中提交')
+        form_model._check_listing_available(property_ids)
         form_id = self.env.ref('yuthon_property_approval.view_property_rental_form_form').id
         property_list = []
         for record in property_ids:
@@ -498,9 +662,10 @@ class YuthonProperty(models.Model):
 
     def put_assessment_approval(self):
         for record in self:
+            ref_line = record._get_valid_reference_line()
             self.env['property.evaluation.plan'].create({
                 'name': record.name,
-                'property_ids': [(6, 0, [record.id])],
+                'property_id': record.id,
                 'evaluation_area': record.rent_area,
                 'owner_id': record.owner_id.id if record.owner_id else None,
                 'registered_id': record.registered_id.id if record.registered_id else None,
@@ -509,7 +674,7 @@ class YuthonProperty(models.Model):
                 'increments_few_years': record.increments_few_years,
                 'annual_increase_amount': record.annual_increase_amount,
                 'rent_unit': record.rent_unit,
-                'annual_increase_percentage': record.reference_ids[-1].annual_increase_percentage if record.reference_ids else None,
+                'annual_increase_percentage': ref_line.annual_increase_percentage if ref_line else None,
                 'assessment_category': 'rent_money',
                 'remake': record.remark,
             })
@@ -525,11 +690,12 @@ class YuthonProperty(models.Model):
         property_ids = self.env["yuthon.property"].browse(
          self._context.get('active_ids', self._context.get('active_id')))
         for record in property_ids:
-            if record.property_leasing == 'ing':
+            if record.business_state == 'ing':
                 raise UserError(f'{record.name}该物业已在评估，请勿重复提交')
+            ref_line = record._get_valid_reference_line()
             self.env['property.evaluation.plan'].create({
                 'name': record.name,
-                'property_ids': [(6, 0, [record.id])],
+                'property_id': record.id,
                 'evaluation_area': record.rent_area,
                 'owner_id': record.owner_id.id if record.owner_id else None,
                 'registered_id': record.registered_id.id if record.registered_id else None,
@@ -538,11 +704,11 @@ class YuthonProperty(models.Model):
                 'increments_few_years': record.increments_few_years,
                 'annual_increase_amount': record.annual_increase_amount,
                 'rent_unit': record.rent_unit,
-                'annual_increase_percentage': record.reference_ids[-1].annual_increase_percentage if record.reference_ids else None,
+                'annual_increase_percentage': ref_line.annual_increase_percentage if ref_line else None,
                 'assessment_category': 'rent_money',
                 'remake': record.remark,
             })
-            record.write({'property_leasing': 'ing'})
+            record.write({'business_state': 'ing'})
         return {
             "name": "物业评估方案",
             'type': 'ir.actions.act_window',
@@ -612,12 +778,13 @@ class YuthonProperty(models.Model):
             precinct_id = self.env["yuthon.precinct.message"].search([('employee_id.name', '=', record.owner_id.name)])
             owner_id = record.title_information_ids[-1].owner_id.id if record.title_information_ids else ''
             company_id = record.manage_information_ids[-1].company_id.id if record.manage_information_ids else ''
-            lease_period = record.reference_ids[-1].lease_period if record.reference_ids else ''
-            rent_period = record.reference_ids[-1].rent_period if record.reference_ids else ''
-            first_years_begin = record.reference_ids[-1].first_years_begin if record.reference_ids else ''
-            increments_few_years = record.reference_ids[-1].increments_few_years if record.reference_ids else ''
-            annual_increase_amount = record.reference_ids[-1].annual_increase_amount if record.reference_ids else ''
-            rent_unit = record.reference_ids[-1].rent_unit if record.reference_ids else ''
+            ref_line = record._get_valid_reference_line()
+            lease_period = ref_line.lease_period if ref_line else ''
+            rent_period = ref_line.rent_period if ref_line else ''
+            first_years_begin = ref_line.first_years_begin if ref_line else ''
+            increments_few_years = ref_line.increments_few_years if ref_line else ''
+            annual_increase_amount = ref_line.annual_increase_amount if ref_line else ''
+            rent_unit = ref_line.rent_unit if ref_line else ''
             title_address = record.title_information_ids[-1].property_message_id if record.title_information_ids else ''
             title_deed = record.title_information_ids[-1].title_certificate if record.title_information_ids else ''
             registered_id =  record.title_information_ids[-1].registered_id.id if record.title_information_ids else ''
@@ -905,6 +1072,8 @@ class YuthonReferenceConditions(models.Model):
     _description = '出租参考条件'
 
     yuthon_property_id = fields.Many2one('yuthon.property', string="关联物业信息")
+    start_date = fields.Date(string='开始日期')
+    end_date = fields.Date(string='结束日期')
     lease_period = fields.Integer(string='租赁期限（<=）')
     rent_period = fields.Integer(string="免租期（<=）")
     first_years_begin = fields.Integer(string='第几年开始')

yuthon_property/security/ir.model.access.csv

@@ -104,4 +104,6 @@ access_task_push_wizard,task.push.wizard,model_task_push_wizard,base.group_user,
 access_utility_meter_wizard,utility.meter.wizard,model_utility_meter_wizard,base.group_user,1,1,1,1
 access_invoicing_information_line,invoicing.information.line,model_invoicing_information_line,base.group_user,1,1,1,1
 access_tenant_import_wizard,tenant.import.wizard,model_tenant_import_wizard,base.group_user,1,1,1,1
-access_batch_invoice_export_wizard,batch.invoice.export.wizard,model_batch_invoice_export_wizard,base.group_user,1,1,1,1
+access_batch_invoice_export_wizard,batch.invoice.export.wizard,model_batch_invoice_export_wizard,base.group_user,1,1,1,1
+access_property_import_wizard,property.import.wizard,model_property_import_wizard,base.group_user,1,1,1,1
+access_property_evaluation_import_wizard,property.evaluation.import.wizard,model_property_evaluation_import_wizard,base.group_user,1,1,1,1

yuthon_property/views/menuitem.xml

@@ -24,6 +24,22 @@
               parent="yuthon_property_menu"
               action="view_property_evaluation_plan_action"
               />
+    <!-- 评估方案子级：按状态拆成三个菜单 -->
+    <menuitem id="yuthon_property_evaluation_plan_menu_todo"
+              sequence="1"
+              name="待评估"
+              parent="yuthon_property_evaluation_plan_menu"
+              action="view_property_evaluation_plan_action_todo"/>
+    <menuitem id="yuthon_property_evaluation_plan_menu_ing"
+              sequence="2"
+              name="评估中"
+              parent="yuthon_property_evaluation_plan_menu"
+              action="view_property_evaluation_plan_action_ing"/>
+    <menuitem id="yuthon_property_evaluation_plan_menu_done"
+              sequence="3"
+              name="已评估"
+              parent="yuthon_property_evaluation_plan_menu"
+              action="view_property_evaluation_plan_action_done"/>
     <menuitem id="yuthon_property_evaluation_experts_menu"
               sequence="20"
               name="评估专家库（二期）"

yuthon_property/views/property_bank_statements_views.xml

@@ -23,6 +23,34 @@
         </field>
     </record>
 
+    <!-- 对账（贷）专用列表：交易时间倒序 + 挂账的排最前面。
+         独立 primary 视图（inherit_id 为空），避免污染其它菜单用的 view_property_bank_statements_tree -->
+    <record id="view_property_bank_statements_tree_loan" model="ir.ui.view">
+        <field name="name">property.bank.statements.tree.loan</field>
+        <field name="model">property.bank.statements</field>
+        <field name="mode">primary</field>
+        <field name="priority">99</field>
+        <field name="arch" type="xml">
+            <tree string="对账" editable="bottom" js_class="custom_statements_list_button" edit="1" delete="false" limit="15"
+                  default_order="bank_state_sort, start_time desc"
+                  decoration-warning="bank_state == 'registered'">
+                <field name="bank_state_sort" column_invisible="1"/>
+                <field name="start_time" />
+                <field name="original_amount"/>
+                <field name="yes_amount" string="已对账"/>
+                <field name="no_amount"/>
+                <field name="remake"/>
+                <field name="extract"/>
+                <field name="name_account" />
+                <field name="your_own_unit"/>
+                <field name="property_ids" widget="many2many_tags" column_invisible="1"/>
+                <field name="bank_state" />
+                <field name="workflow_record_id" column_invisible="1"/>
+                <button name="open_record" string="流程" type="object" class="btn-primary" invisible="not workflow_record_id"/>
+            </tree>
+        </field>
+    </record>
+
     <record id="view_property_bank_statements_tree1" model="ir.ui.view">
         <field name="name">property.bank.statements.tree</field>
         <field name="model">property.bank.statements</field>
@@ -98,7 +126,7 @@
         <field name="view_mode">tree,search</field>
         <field name="domain">[('bank_state', 'in', ['not_reconciled', 'registered']), ('lending_direction', '=', 'loan')]</field>
          <field name="view_ids" eval="[(5, 0, 0),
-         (0, 0, {'view_mode': 'tree', 'view_id': ref('yuthon_property.view_property_bank_statements_tree')})]"/>
+         (0, 0, {'view_mode': 'tree', 'view_id': ref('yuthon_property.view_property_bank_statements_tree_loan')})]"/>
     </record>
     <record id="view_property_bank_statements_action_borrow" model="ir.actions.act_window">
         <field name="name">对账（借）</field>

yuthon_property/views/property_evaluation_plan_view.xml

@@ -8,22 +8,19 @@
                  <header>
                     <button name="put_assessment_approval" type="object" string="提交评估申请" class="btn btn-primary"/>
                  </header>
-                <field name="name"/>
-                <field name="property_ids" widget="many2many_tags" optional="hide" options="{'no_create': True}"/>
+                <field name="property_id" optional="hide" options="{'no_create': True}"/>
                 <field name="evaluation_area"/>
                 <field name="assessment_category"/>
-                <field name="owner_id"/>
-                <field name="registered_id"/>
-                <field name="registered_id2"/>
                 <field name="lease_period"/>
-                <field name="rent_id"/>
                 <field name="first_years_begin"/>
                 <field name="increments_few_years"/>
                 <field name="annual_increase_amount"/>
                 <field name="rent_unit"/>
                 <field name="annual_increase_percentage"/>
+                <field name="owner_id"/>
+                <field name="registered_id"/>
+                <field name="registered_id2"/>
                 <field name="remake"/>
-                <field name="property_state"/>
                 <field name="lease_form" optional="hide"/>
                 <button name="button_source" type="object" string="详情" class="btn btn-blue"/>
             </tree>
@@ -49,6 +46,93 @@
         <field name="name">物业评估方案</field>
         <field name="res_model">property.evaluation.plan</field>
         <field name="view_mode">tree,search</field>
+        <!-- 显式清空：升级只更新 XML 中出现的字段，直接删掉不会清 DB 里的旧 context（该字段 NOT NULL，不能写 False） -->
+        <field name="context">{}</field>
+    </record>
+    <!-- ⚠️ 列表 header 按钮的显隐只能按「列表上下文」整体评估（不逐行），且 Odoo 合并视图时
+         会把所有继承视图一并叠加（_get_inheriting_views 无 mode 过滤），继承方案会污染基础视图。
+         因此「评估中 / 已评估」必须用 **独立视图**（不设 inherit_id），各自定义 header 按钮。 -->
+    <!-- 评估中：无任何 header 按钮 -->
+    <record id="view_property_evaluation_plan_tree_ing" model="ir.ui.view">
+        <field name="name">property.evaluation.plan.tree.ing</field>
+        <field name="model">property.evaluation.plan</field>
+        <field name="inherit_id" eval="False"/>
+        <field name="mode">primary</field>
+        <!-- 优先级调后，避免被 default_view 选为模型默认列表视图 -->
+        <field name="priority">99</field>
+        <field name="arch" type="xml">
+            <tree string="物业评估方案" editable="bottom" create="false" js_class="custom_evaluation_button">
+                <field name="property_id" optional="hide" options="{'no_create': True}"/>
+                <field name="evaluation_area"/>
+                <field name="assessment_category"/>
+                <field name="lease_period"/>
+                <field name="first_years_begin"/>
+                <field name="increments_few_years"/>
+                <field name="annual_increase_amount"/>
+                <field name="rent_unit"/>
+                <field name="annual_increase_percentage"/>
+                <field name="owner_id"/>
+                <field name="registered_id"/>
+                <field name="registered_id2"/>
+                <field name="remake"/>
+                <field name="lease_form" optional="hide"/>
+                <button name="button_source" type="object" string="详情" class="btn btn-blue"/>
+            </tree>
+        </field>
+    </record>
+    <!-- 已评估：header 提供「挂牌招租」 -->
+    <record id="view_property_evaluation_plan_tree_done" model="ir.ui.view">
+        <field name="name">property.evaluation.plan.tree.done</field>
+        <field name="model">property.evaluation.plan</field>
+        <field name="inherit_id" eval="False"/>
+        <field name="mode">primary</field>
+        <!-- 优先级调后，避免被 default_view 选为模型默认列表视图 -->
+        <field name="priority">99</field>
+        <field name="arch" type="xml">
+            <tree string="物业评估方案" editable="bottom" create="false" js_class="custom_evaluation_button">
+                <header>
+                    <button name="action_listing_rental" type="object" string="挂牌招租" class="btn btn-primary"/>
+                </header>
+                <field name="business_state" optional="show"/>
+                <field name="property_id" optional="hide" options="{'no_create': True}"/>
+                <field name="evaluation_area"/>
+                <field name="assessment_category"/>
+                <field name="lease_period"/>
+                <field name="first_years_begin"/>
+                <field name="increments_few_years"/>
+                <field name="annual_increase_amount"/>
+                <field name="rent_unit"/>
+                <field name="annual_increase_percentage"/>
+                <field name="owner_id"/>
+                <field name="registered_id"/>
+                <field name="registered_id2"/>
+                <field name="remake"/>
+                <field name="lease_form" optional="hide"/>
+                <button name="button_source" type="object" string="详情" class="btn btn-blue"/>
+            </tree>
+        </field>
+    </record>
+    <!-- 按状态拆分的三个子菜单：待评估 / 评估中 / 已评估 -->
+    <record id="view_property_evaluation_plan_action_todo" model="ir.actions.act_window">
+        <field name="name">待评估</field>
+        <field name="res_model">property.evaluation.plan</field>
+        <field name="view_mode">tree,search</field>
+        <field name="domain">[('property_state', '=', 'to')]</field>
+        <field name="view_id" ref="view_property_evaluation_plan_tree"/>
+    </record>
+    <record id="view_property_evaluation_plan_action_ing" model="ir.actions.act_window">
+        <field name="name">评估中</field>
+        <field name="res_model">property.evaluation.plan</field>
+        <field name="view_mode">tree,search</field>
+        <field name="domain">[('property_state', '=', 'ing')]</field>
+        <field name="view_id" ref="view_property_evaluation_plan_tree_ing"/>
+    </record>
+    <record id="view_property_evaluation_plan_action_done" model="ir.actions.act_window">
+        <field name="name">已评估</field>
+        <field name="res_model">property.evaluation.plan</field>
+        <field name="view_mode">tree,search</field>
+        <field name="domain">[('property_state', '=', 'done')]</field>
+        <field name="view_id" ref="view_property_evaluation_plan_tree_done"/>
     </record>
     <record id="all_property_update_message" model="ir.actions.server">
         <field name="name">更新信息</field>

yuthon_property/views/yuthon_property_views.xml

@@ -7,10 +7,12 @@
             <tree string="物业管理" multi_edit="1">
                 <header>
                     <button name="put_merge_approval" string="合并" type="object" class="btn btn-primary"/>
+                    <button name="%(action_property_import_wizard)d" string="物业导入" type="action" class="btn btn-primary"/>
+                    <button name="%(action_property_evaluation_import_wizard)d" string="评估信息导入" type="action" class="btn btn-primary"/>
                     <button name="put_split_approval" type="object" string="拆分" class="btn btn-primary"/>
                     <button name="put_property_handover" string="物业移交" type="object" class="btn btn-primary"/>
                     <button name="put_declare_approval" type="object" string="提交出租申报" class="btn btn-primary"/>
-                    <button name="all_assessment_approval" string="评估推送" type="object" class="btn btn-blue"/>
+                    <button name="all_assessment_approval" string="评估推送" type="object" class="btn btn-primary"/>
                     <button name="put_property_management" string="物业变更" type="object" class="btn btn-primary"/>
                 </header>
                 <field name="name" required="1" class="list_name_width"/>
@@ -20,14 +22,14 @@
                 <field name="title_deed"/>
                 <field name="title_address" optional="hide"/>
                 <field name="property_state"/>
-                <field name="property_leasing"/>
+                <field name="business_state"/>
                 <field name="purpose_id"/>
                 <field name="property_type"/>
                 <field name="is_new" column_invisible="1"/>
                 <field name="first_letter" column_invisible="1"/>
-                <button name="put_assessment_approval" type="object" string="评估推送" class="btn btn-primary" invisible="property_leasing == 'ing'"/>
-                <button name="put_offline_approval" type="object" string="提交线下审批" class="btn btn-primary" invisible="property_leasing != 'done'"/>
-                <button name="put_adjustment_approval" type="object" string="调整出租条件" class="btn btn-primary" invisible="property_leasing != 'done'"/>
+                <button name="put_assessment_approval" type="object" string="评估推送" class="btn btn-primary" invisible="business_state in ('ing', 'done')"/>
+                <button name="put_offline_approval" type="object" string="提交线下审批" class="btn btn-primary" invisible="business_state not in ('to_list', 'listing', 'listed', 'to_sign', 'signing', 'signed')"/>
+                <button name="put_adjustment_approval" type="object" string="调整出租条件" class="btn btn-primary" invisible="business_state not in ('to_list', 'listing', 'listed', 'to_sign', 'signing', 'signed')"/>
             </tree>
         </field>
     </record>
@@ -66,10 +68,17 @@
                             <field name="financial_address"/>
                             <field name="effective_date"/>
                             <field name="kingdee_property_id"/>
+                            <field name="building_structure"/>
+                            <field name="rental_floor"/>
+                            <field name="land_nature"/>
+                            <field name="land_acquisition"/>
+                            <field name="land_end_date"/>
+                            <field name="construction_year"/>
+                            <field name="shared_land_area"/>
                         </group>
                         <group>
                             <field name="property_state" groups="soong_workflow.group_soong_workflow_manager"/>
-                            <field name="property_leasing" groups="soong_workflow.group_soong_workflow_manager"/>
+                            <field name="business_state" groups="soong_workflow.group_soong_workflow_manager"/>
                             <field name="purpose_id" groups="soong_workflow.group_soong_workflow_manager"/>
                             <field name="property_type" groups="soong_workflow.group_soong_workflow_manager"/>
                             <field name="company_id" invisible="1"/>
@@ -208,6 +217,8 @@
                                     <field name="annual_increase_amount"/>
                                     <field name="rent_unit"/>
                                     <field name="annual_increase_percentage"/>
+                                    <field name="start_date"/>
+                                    <field name="end_date"/>
                                 </tree>
                             </field>
                         </page>
@@ -268,6 +279,38 @@
                                 </tree>
                             </field>
                         </page>
+                        <page string="评估信息" name="evaluation_info_page">
+                            <group>
+                                <group>
+                                    <field name="evaluation_date"/>
+                                    <field name="evaluation_rent_price" string="分租单价"/>
+                                    <field name="evaluation_rent_total" string="分租总价"/>
+                                    <field name="evaluation_whole_rent_price" string="整租单价"/>
+                                    <field name="evaluation_whole_rent_total" string="整租总价"/>
+                                </group>
+                                <group>
+                                    <field name="evaluation_info"/>
+                                    <field name="evaluation_agency"/>
+                                    <field name="evaluation_code"/>
+                                    <field name="evaluation_method"/>
+                                    <field name="evaluation_remark"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page string="审批流程" name="workflow_record_page">
+                            <field name="workflow_record_ids" nolabel="1">
+                                <tree create="false" edit="false" delete="false"
+                                      default_order="create_date desc">
+                                    <field name="code" string="流水号"/>
+                                    <field name="workflow_id" string="审批类型"/>
+                                    <field name="name" string="名称"/>
+                                    <field name="create_uid" string="发起人"/>
+                                    <field name="create_date" string="发起时间"/>
+                                    <field name="display_end_time" string="办结时间"/>
+                                    <button name="open_record" type="object" string="详情" class="btn btn-primary"/>
+                                </tree>
+                            </field>
+                        </page>
                     </notebook>
                 </sheet>
 <!--                <div class="oe_chatter">-->
@@ -289,17 +332,23 @@
                 <group expand="0">
                     <filter name="group_property_floor" string="楼层" context="{'group_by': 'property_floor_id'}"/>
                     <filter name="group_statu" string="租赁状态" context="{'group_by': 'property_state'}"/>
-                    <filter name="group_property_leasing" string="评估状态" context="{'group_by': 'property_leasing'}"/>
+                    <filter name="group_business_state" string="业务状态" context="{'group_by': 'business_state'}"/>
                     <filter name="purpose_id" string="管理类型" context="{'group_by': 'purpose_id'}"/>
                     <filter name="admin_id" string="管理员" context="{'group_by': 'admin_id'}"/>
                     <filter name="title_address" string="产权地址" context="{'group_by': 'title_address'}"/>
                     <filter name="referred_id" string="地段" context="{'group_by': 'referred_id'}"/>
                 </group>
                 <header_search>
-                    <quick_filter string="状态">
-                         <filter string="待评估" name="property_state" domain="[('property_leasing', '=', 'to')]" />
-                         <filter string="评估中" name="done" domain="[('property_leasing', '=', 'ing')]"/>
-                         <filter string="已评估" name="to_do" domain="[('property_leasing', '=', 'done')]" />
+                    <quick_filter string="业务状态">
+                         <filter string="待评估" name="bs_to" domain="[('business_state', '=', 'to')]" />
+                         <filter string="评估中" name="bs_ing" domain="[('business_state', '=', 'ing')]"/>
+                         <filter string="已评估" name="bs_done" domain="[('business_state', '=', 'done')]" />
+                         <filter string="待挂牌" name="bs_to_list" domain="[('business_state', '=', 'to_list')]" />
+                         <filter string="挂牌中" name="bs_listing" domain="[('business_state', '=', 'listing')]" />
+                         <filter string="已挂牌" name="bs_listed" domain="[('business_state', '=', 'listed')]" />
+                         <filter string="待签约" name="bs_to_sign" domain="[('business_state', '=', 'to_sign')]" />
+                         <filter string="签约中" name="bs_signing" domain="[('business_state', '=', 'signing')]" />
+                         <filter string="已签约" name="bs_signed" domain="[('business_state', '=', 'signed')]" />
                     </quick_filter>
                 </header_search>
                 <searchpanel>

yuthon_property/wizard/__init__.py

@@ -13,3 +13,5 @@ from . import task_push_wizard
 from . import utility_meter_wizard
 from . import tenant_import_wizard
 from . import batch_invoice_export_wizard
+from . import property_import_wizard
+from . import property_evaluation_import_wizard

yuthon_property/wizard/evaluation_plan_wizard.py

@@ -6,26 +6,18 @@ class EvaluationPlanWizard(models.Model):
     _name = 'evaluation.plan.wizard'
     _description = '评估方案弹窗'
 
-    property_ids = fields.Many2many('yuthon.property', string='物业')
+    # 一个评估方案对应一个物业（原为多选 m2m，已改为 m2o）
+    property_id = fields.Many2one('yuthon.property', string='物业')
 
     def confirm(self):
-        evaluation_area = 0
-        name_list = []
-        first_id = self.property_ids[0]
-        for i in self.property_ids:
-            name = i.name
-            name_list.append(name)
-            evaluation_area += i.evaluation_area
-        name = ','.join(name_list)
+        self.ensure_one()
+        prop = self.property_id
+        if not prop:
+            raise UserError('请先选择物业')
         self.env['property.evaluation.plan'].create({
-            'name': name,
+            'name': prop.name,
+            'property_id': prop.id,
             'assessment_category': 'rent_money',
-            'evaluation_area': evaluation_area,
-            'owner_id': first_id.title_information_ids[0].owner_id.id if first_id.title_information_ids else None,
-            'registered_id': first_id.title_information_ids[0].registered_id.id if first_id.title_information_ids else None,
-            'rent_id': first_id.reference_ids[0].rent_id.id if first_id.reference_ids else None,
-            'lease_period': first_id.reference_ids[0].lease_period if first_id.reference_ids else None,
-            'annual_increase_percentage': first_id.reference_ids[0].annual_increase_percentage if first_id.reference_ids else None,
-            'remake': first_id.remark,
-            'property_ids': self.property_ids.ids
-        })
+            'evaluation_area': prop.evaluation_area,
+            'remake': prop.remark,
+        })

yuthon_property/wizard/evaluation_plan_wizard_views.xml

@@ -7,7 +7,8 @@
             <form>
                 <sheet>
                     <group>
-                        <field name="property_ids" widget="many2many_tags" domain="[('property_state', '=', 'to')]"/>
+                        <field name="property_id" options="{'no_create': True}"
+                               domain="[('property_state', '=', 'to')]"/>
                     </group>
                 </sheet>
                 <footer>

yuthon_property_approval/data/property_contract_time.xml

@@ -66,4 +66,18 @@
         <field name="numbercall">-1</field>
         <field eval="False" name="doall"/>
     </record>
+    <!-- 合同执行中、距实际结束日期不足 3 个月 → 物业业务状态回到「待评估」（每份合同只推送一次） -->
+    <record forcecreate="True" id="cron_contract_expire_to_evaluate" model="ir.cron">
+        <field name="name">定时任务：合同到期前3个月推送物业评估</field>
+        <field name="model_id" ref="model_property_lease_contract"/>
+        <field name="state">code</field>
+        <field name="code">model.task_contract_expire_to_evaluate()</field>
+        <field eval="True" name="active"/>
+        <field name="user_id" ref="base.user_root"/>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="nextcall" eval="(datetime.now() + relativedelta(hour=9, minute=10, second=0)).strftime('%Y-%m-%d %H:%M:%S')"/>
+        <field name="numbercall">-1</field>
+        <field eval="False" name="doall"/>
+    </record>
 </odoo>

yuthon_property_approval/models/inherit_yuthon_property.py

@@ -125,9 +125,8 @@ class YuthonProperty(models.Model):
         for record in self.search([('property_state', '=', 'to'), ('property_contract_ids', '=', False)]):
             contracts = self.env['property.evaluation.plan'].search([])
             for contract in contracts:
-                for property_id in contract.property_ids:
-                    if property_id.id not in unique_property_ids:
-                        unique_property_ids.add(property_id.id)
+                if contract.property_id and contract.property_id.id not in unique_property_ids:
+                    unique_property_ids.add(contract.property_id.id)
             if record.id not in unique_property_ids:
                 record.put_assessment_approval()
             else:

yuthon_property_approval/models/property_confirm.py

@@ -1,7 +1,8 @@
 # -*- coding: utf-8 -*-
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 
-from odoo import models, fields, api, exceptions, _
+from odoo import models, fields, api, exceptions, _, Command
+from odoo.exceptions import UserError
 
 
 class PropertyConfirm(models.Model):
@@ -36,12 +37,116 @@ class PropertyConfirm(models.Model):
     # 递增百分比
     annual_increase_percentage = fields.Float(string="递增百分比", digits=(6, 2))
 
+    # 「经办人 / 审批状态」取自本单据的工作流记录（口径同 property.lease.contract）
+    employee_ids = fields.Many2many('hr.employee', string="当前经办人", compute='_compute_workflow')
+    approve_state = fields.Selection([("start", "草稿"), ("pending", "审批中"), ("end", "结束")],
+                                     string="审批状态", compute='_compute_workflow')
+    # 业务状态：取物业明细「第一个」行的物业业务状态（只读展示）
+    business_state = fields.Selection(
+        related='lease_ids.address_id.business_state', string='业务状态')
+
+    @api.depends('code')
+    def _compute_workflow(self):
+        for record in self:
+            workflow = record._get_active_workflow_record()
+            record.employee_ids = workflow.employee_ids if workflow else False
+            record.approve_state = workflow.approve_state if workflow else False
+
     @api.depends('lease_ids', 'lease_ids.property_area')
     def _compute_property_area(self):
         # 汇总每条成交确认单下所有物业明细行的可租面积
         for rec in self:
             rec.property_area = sum(rec.lease_ids.mapped('property_area'))
 
+    @staticmethod
+    def _x2m_lease_property_ids(commands):
+        """从「物业列表」的一对多命令里取出物业 id（address_id）"""
+        ids = set()
+        for cmd in commands or []:
+            if cmd[0] == Command.CREATE and len(cmd) > 2 and cmd[2].get('address_id'):
+                ids.add(cmd[2]['address_id'])
+        return list(ids)
+
+    @api.model
+    def _check_no_duplicate_application(self, properties):
+        """前置校验：同一物业不能重复生成成交确认书
+        （已存在「未进回收站」的成交确认书即视为已申请过）"""
+        records = self.env['property.confirm'].search([('lease_ids.address_id', 'in', properties.ids)])
+        alive = records.filtered(lambda rec: rec._has_active_workflow_record())
+        duplicated = alive.mapped('lease_ids.address_id') & properties
+        if duplicated:
+            raise UserError('以下物业已生成过成交确认书（未进回收站），不能重复申请：%s'
+                            % '、'.join(duplicated.mapped('name')))
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        # 先校验（在建表之前）：同一物业不能重复生成成交确认书
+        prop_ids = []
+        for vals in vals_list:
+            prop_ids += self._x2m_lease_property_ids(vals.get('lease_ids'))
+        if prop_ids:
+            self._check_no_duplicate_application(self.env['yuthon.property'].browse(set(prop_ids)))
+
+        records = super().create(vals_list)
+        # 保存时业务状态为「待签约」；推进到「签约中」是在**转交**时（见 _on_workflow_transfer）
+        # 只向前推进：已处于「待签约/签约中/已签约」的不再改动，避免把流程回退
+        props = records.mapped('lease_ids.address_id').filtered(
+            lambda prop: prop.business_state not in ('to_sign', 'signing', 'signed'))
+        if props:
+            props.write({'business_state': 'to_sign'})
+        return records
+
+    def _on_workflow_transfer(self):
+        """转交（工作流弹窗触发，仅挂牌申报表/成交确认书）：关联物业业务状态「待签约」→「签约中」"""
+        props = self.mapped('lease_ids.address_id').filtered(
+            lambda prop: prop.business_state in (False, '', 'to_sign'))
+        if props:
+            props.write({'business_state': 'signing'})
+
+    def action_create_contract(self):
+        """创建合同：把成交确认书的物业与条件带进租赁合同
+
+        字段对应关系：
+        - 物业           → 合同「物业信息明细行」(`lease_ids.address_id`)
+        - 面积           → 合同「总面积」(`total_area`)
+        - 租期年限       → 合同「租期(年)」(`lease_term_year`)
+        - 免租天数       → 合同「免租期 月/日」；**31 天算 1 个月**（如 32 天 → 1 月 1 日）
+        - 每 X 年递增 Y% → 合同「每几年递增」+ 递增方式=百分比 + 递增值
+          （对应合同递增组合字段的后半部分，不涉及「自第 X 年开始」）
+        """
+        self.ensure_one()
+        # 只有审批状态为「结束」的成交确认书才能创建合同（列表按钮同样按此显隐）
+        if self.approve_state != 'end':
+            raise UserError('只有审批状态为「结束」的成交确认书才能创建合同')
+        properties = self.lease_ids.mapped('address_id')
+        if not properties:
+            raise UserError('该成交确认书未关联物业，无法创建合同')
+        form_id = self.env.ref('yuthon_property_approval.view_property_lease_contract_form').id
+        # 免租天数换算成「月/日」：31 天 = 1 个月；余数为 0 时借一个月，避免出现「X月0日」
+        # 例：31 天 → 0月31日；32 天 → 1月1日；62 天 → 1月31日
+        free_months, free_days = divmod(self.rent_free_days or 0, 31)
+        if free_months and not free_days:
+            free_months -= 1
+            free_days = 31
+        return {
+            'name': '合同审批',
+            'type': 'ir.actions.act_window',
+            'res_model': 'property.lease.contract',
+            'view_mode': 'form',
+            'views': [(form_id, 'form')],
+            'target': 'current',
+            'context': {
+                'default_lease_ids': [(0, 0, {'address_id': prop.id}) for prop in properties],
+                'default_total_area': self.property_area,
+                'default_lease_term_year': self.lease_term_years,
+                'default_rent_free_period_month': free_months,
+                'default_rent_free_period_days': free_days,
+                'default_increments_every_few_years': self.increments_few_years,
+                'default_increment_method': 'percentage',
+                'default_increment_value': self.annual_increase_percentage,
+            },
+        }
+
     def _get_default_name_title(self):
         return '成交确认书'
 

yuthon_property_approval/models/property_evaluate_application.py

@@ -1,4 +1,11 @@
 from email.policy import default
+import base64
+import io
+from copy import copy
+
+from openpyxl import load_workbook
+from openpyxl.styles import Alignment, Border, Font, PatternFill, Side
+from odoo.tools.misc import file_path
 
 from odoo import models, fields, api, _
 from odoo.exceptions import UserError, ValidationError
@@ -26,7 +33,6 @@ class PropertyEvaluateApplication(models.Model):
     active = fields.Boolean('Active', default=True, tracking=True)
     date_assessment = fields.Date(string='评估基准日')
     evaluation_company_id = fields.Many2one('evaluation.company', string='评估公司')
-    quote = fields.Float(string='报价')
     service_money = fields.Float(string='评估服务费总额')
     pay_time = fields.Date(string='支付时间')
     pay_way = fields.Char(string='支付方式')
@@ -62,6 +68,261 @@ class PropertyEvaluateApplication(models.Model):
             }
         }
 
+    # ================= 导出「资产评估结果明细表」 =================
+    # 模板：static/others/assessment_result_template.xlsx（单工作表「租金-结果明细表」，25 列）
+    # 结构：第 1~3 行 标题/评估基准日/委托人；第 4 行 评估编号·评估方法·评估信息（评估机构填写）；
+    #      第 5~6 行 两级表头；其后为数据区，再依次是「合计」行、备注说明、调整表、落款（评估人员/评估机构）。
+    # 行号不写死：运行时按「A 列为『序号』的第一行」定位表头、「A 列为『合计』」定位合计行。
+    EXPORT_TEMPLATE_PATH = 'yuthon_property_approval/static/others/assessment_result_template.xlsx'
+    EXPORT_COL_COUNT = 25
+
+    @staticmethod
+    def _find_assessment_data_start(sheet, max_row):
+        """定位数据区起始行：A 列为「序号」的是第一级表头，其下含「证载面积」的是第二级表头"""
+        first_header = None
+        for row in range(1, max_row + 1):
+            if str(sheet.cell(row, 1).value or '').strip() == '序号':
+                first_header = row
+                break
+        if first_header is None:
+            raise UserError('导出模板格式异常：未找到表头行')
+        for row in range(first_header, max_row + 1):
+            if '证载面积' in str(sheet.cell(row, 5).value or ''):
+                return row + 1
+        return first_header + 2
+
+    @staticmethod
+    def _fmt_num(value):
+        """整数去掉小数点，其余按 %g 输出"""
+        if value in (False, None, ''):
+            return ''
+        try:
+            number = float(value)
+        except (TypeError, ValueError):
+            return str(value)
+        return str(int(number)) if number == int(number) else ('%g' % number)
+
+    @api.model
+    def _selection_label(self, model_name, field_name, value):
+        if not value:
+            return ''
+        field = self.env[model_name]._fields.get(field_name)
+        if not field:
+            return value
+        return dict(field._description_selection(self.env)).get(value, value)
+
+    @api.model
+    def _increase_text(self, ref_line):
+        """租金递增文案，取自物业「出租参考条件」中覆盖当天的那行。
+
+        递增金额 / 递增单价 / 递增百分比 **只会填其中一个**，按填了哪个拼单位；
+        若历史数据里同时填了多个，按 百分比 → 金额 → 单价 的优先级取第一个。
+        每几年递增 > 1 时写「每N年递增」，否则写「每年递增」。
+        """
+        if not ref_line:
+            return ''
+        if ref_line.annual_increase_percentage:
+            value, unit = ref_line.annual_increase_percentage, '%'
+        elif ref_line.annual_increase_amount:
+            value, unit = ref_line.annual_increase_amount, '元'
+        elif ref_line.rent_unit:
+            value, unit = ref_line.rent_unit, '元/㎡'
+        else:
+            return ''
+        few_years = ref_line.increments_few_years or 0
+        every = '每年' if few_years <= 1 else '每%s年' % few_years
+        text = '%s递增%s%s' % (every, self._fmt_num(value), unit)
+        if ref_line.first_years_begin:
+            text = '第%s年起%s' % (ref_line.first_years_begin, text)
+        return text
+
+    def _build_assessment_export_rows(self):
+        """按物业明细行生成 25 列的数据行；最后 5 列（分租/整租单价总价、备注）留空"""
+        rows = []
+        for index, line in enumerate(self.property_ids, start=1):
+            prop = line.property_id
+            ref_line = prop._get_valid_reference_line() if prop else prop
+            title_line = prop._get_valid_title_line() if prop else prop
+            certificate = ''
+            if title_line and title_line.property_message_id:
+                certificate = title_line.property_message_id.title_certificate or ''
+            rows.append([
+                index,                                                                  # A 序号
+                prop.name or '',                                                        # B 地址及位置
+                title_line.owner_id.name if title_line and title_line.owner_id else '', # C 权属人/产权持有者
+                certificate,                                                            # D 权证编号
+                title_line.equity_area if title_line and title_line.equity_area else None,   # E 证载面积(㎡)
+                title_line.registered_id.name if title_line and title_line.registered_id else '',  # F 证载用途
+                prop.building_structure or '',                                          # G 建筑结构
+                prop.rental_floor or '',                                                # H 出租楼层
+                prop.property_floor_id.show_name or '' if prop.property_floor_id else '',  # I 总楼层
+                prop.construction_year or '',                                           # J 建筑年代
+                prop.shared_land_area or None,                                          # K 共用地面积(㎡)
+                prop.land_nature or '',                                                 # L 土地性质
+                self._selection_label('yuthon.property', 'land_acquisition', prop.land_acquisition),  # M 取得方式
+                self._selection_label('yuthon.property', 'property_type', prop.property_type),         # N 用途
+                prop.land_end_date or None,                                             # O 土地终止日期
+                line.evaluation_area or None,                                           # P 出租/评估面积(㎡)
+                prop.asset_type_id.name or '' if prop.asset_type_id else '',             # Q 出租用途
+                '不超过%s年' % self._fmt_num(ref_line.lease_period) if ref_line and ref_line.lease_period else '',  # R 租期
+                '不超过%s天' % self._fmt_num(ref_line.rent_period) if ref_line and ref_line.rent_period else '',    # S 免租期
+                self._increase_text(ref_line),                                          # T 租金递增
+                None, None, None, None, None,                                           # U~Y 留空（评估结果 + 备注）
+            ])
+        return rows
+
+    def action_export_assessment_result(self):
+        """导出资产评估结果明细表（按模板生成 xlsx 并下载）"""
+        self.ensure_one()
+        if not self.property_ids:
+            raise UserError('该评估申请没有物业明细行，无法导出')
+
+        try:
+            template_path = file_path(self.EXPORT_TEMPLATE_PATH)
+        except FileNotFoundError:
+            raise UserError('未找到导出模板文件，请检查模块文件是否完整')
+        workbook = load_workbook(template_path)
+        sheet = workbook[workbook.sheetnames[0]]
+
+        col_count = self.EXPORT_COL_COUNT
+        max_row = sheet.max_row
+
+        # ① 定位表头（A 列为「序号」的是第一级表头行，其下含「证载面积」的是第二级表头行），
+        #    数据区紧随表头之后；再定位「合计」行，其后的内容（备注说明 / 调整表 / 落款）整体搬移
+        data_start = self._find_assessment_data_start(sheet, max_row)
+        total_row = None
+        for row in range(data_start, max_row + 1):
+            if str(sheet.cell(row, 1).value or '').strip() == '合计':
+                total_row = row
+                break
+        if total_row is None:
+            raise UserError('导出模板格式异常：未找到「合计」行')
+
+        data_styles = {col: copy(sheet.cell(data_start, col)._style) for col in range(1, col_count + 1)}
+        total_styles = {col: copy(sheet.cell(total_row, col)._style) for col in range(1, col_count + 1)}
+
+        # 以「合计」行为原点 0，把它和它之后的内容（备注说明 / 调整表 / 落款）整体记录、稍后搬移
+        tail = {}          # (相对行, 列) -> (值, 样式)
+        tail_heights = {}  # 相对行 -> 行高
+        tail_last_offset = 0
+        for offset, row in enumerate(range(total_row, max_row + 1)):
+            tail_heights[offset] = sheet.row_dimensions[row].height
+            for col in range(1, col_count + 1):
+                cell = sheet.cell(row, col)
+                tail[(offset, col)] = (cell.value, copy(cell._style))
+                if cell.value is not None:
+                    tail_last_offset = offset
+        tail_merges = [
+            (r.min_row - total_row, r.min_col, r.max_row - total_row, r.max_col)
+            for r in sheet.merged_cells.ranges
+            if r.min_row >= total_row
+        ]
+
+        # ② 解除数据区以后的合并，并彻底清空数据区到表尾
+        for name in [str(r) for r in sheet.merged_cells.ranges if r.min_row >= data_start]:
+            sheet.unmerge_cells(name)
+        for row in range(data_start, max_row + 1):
+            for col in range(1, col_count + 1):
+                cell = sheet.cell(row, col)
+                cell.value = None
+                cell.border = Border()
+                cell.fill = PatternFill()
+                cell.font = Font()
+                cell.alignment = Alignment()
+
+        # ③ 写入数据行（每行一个物业，样式沿用模板数据行，边框统一补齐）
+        data_rows = self._build_assessment_export_rows()
+        side = Side(style='thin')
+        full_border = Border(left=side, right=side, top=side, bottom=side)
+        for offset, values in enumerate(data_rows):
+            row = data_start + offset
+            for col in range(1, col_count + 1):
+                cell = sheet.cell(row, col)
+                cell._style = copy(data_styles[col])
+                cell.value = values[col - 1]
+                cell.border = full_border
+            if not sheet.row_dimensions[row].height or sheet.row_dimensions[row].height < 20:
+                sheet.row_dimensions[row].height = 30
+
+        # ④ 把「合计」行及其后的固定内容整体下移到数据行之后
+        total_target = data_start + len(data_rows)
+        for (offset, col), (value, style) in tail.items():
+            cell = sheet.cell(total_target + offset, col)
+            cell._style = copy(style)
+            cell.value = value
+        for offset, height in tail_heights.items():
+            if height:
+                sheet.row_dimensions[total_target + offset].height = height
+        for min_row, min_col, max_row_, max_col in tail_merges:
+            sheet.merge_cells(
+                start_row=total_target + min_row, start_column=min_col,
+                end_row=total_target + max_row_, end_column=max_col)
+
+        # ⑤ 合计行的面积两列按实际行数求和（金额列留空）
+        last_data_row = data_start + len(data_rows) - 1
+        for col in range(1, col_count + 1):
+            sheet.cell(total_target, col)._style = copy(total_styles[col])
+        sheet.cell(total_target, 1, value='合计')
+        sheet.cell(total_target, 5, value='=SUM(E%s:E%s)' % (data_start, last_data_row))
+        sheet.cell(total_target, 16, value='=SUM(P%s:P%s)' % (data_start, last_data_row))
+
+        # ⑥ 删掉模板残留的空行，避免表格下方拖出一大片空白
+        tail_len = tail_last_offset + 1
+        first_empty_row = total_target + tail_len
+        if sheet.max_row >= first_empty_row:
+            sheet.delete_rows(first_empty_row, sheet.max_row - first_empty_row + 1)
+
+        # ⑦ 文档级信息：评估基准日 / 委托人（取表单上的，模板里的示例值一律覆盖）
+        base_date = self.date_assessment
+        sheet.cell(2, 1, value='评估基准日：%s' % (base_date.strftime('%Y年%m月%d日') if base_date else ''))
+        sheet.cell(3, 1, value='委托人：%s' % (self.users_id.name or ''))
+
+        # ⑧ 落款：评估人员留空（由评估机构填），评估机构取表单上的「评估公司」
+        company_name = self.evaluation_company_id.name or ''
+        for row in range(total_target, sheet.max_row + 1):
+            for col in range(1, col_count + 1):
+                value = sheet.cell(row, col).value
+                if not isinstance(value, str):
+                    continue
+                if value.startswith('评估人员：'):
+                    sheet.cell(row, col, value='评估人员：')
+                elif value.startswith('评估机构：'):
+                    sheet.cell(row, col, value='评估机构：%s' % company_name)
+
+        output = io.BytesIO()
+        workbook.save(output)
+        output.seek(0)
+        file_name = '资产评估结果明细表-%s.xlsx' % (self.code or self.name or self.id)
+        attachment = self.env['ir.attachment'].create({
+            'name': file_name,
+            'type': 'binary',
+            'datas': base64.b64encode(output.read()),
+            'mimetype': 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+        })
+        return {
+            'type': 'ir.actions.act_url',
+            'url': '/web/content/%s?download=true' % attachment.id,
+            'target': 'self',
+        }
+
+    def _on_workflow_transfer(self):
+        """「转交」（含非退回的加签）成功后的业务钩子。
+
+        与挂牌申报表 / 成交确认书同一口径：**保存只置「待X」，转交才置「X中」**。
+        评估申请真正流转时才把关联的评估方案与物业置为「评估中」，单纯保存不算。
+        触发点见 soong_workflow/wizard/soong_workflow_comment_wizard.py。
+        """
+        for application in self:
+            plans = application.property_ids.mapped('property_evaluation_id')
+            waiting_plans = plans.filtered(lambda plan: plan.property_state == 'to')
+            if waiting_plans:
+                waiting_plans.write({'property_state': 'ing'})
+            # 物业自己的业务状态同步为「评估中」，不动已是「评估中/已评估及之后」的物业
+            waiting_props = plans.mapped('property_id').filtered(
+                lambda prop: prop.business_state in (False, '', 'to'))
+            if waiting_props:
+                waiting_props.write({'business_state': 'ing'})
+
     @api.onchange('is_issues')
     def _onchange_is_issues(self):
         if self.is_issues:
@@ -84,7 +345,7 @@ class YuhtonPropertyLine(models.Model):
 
     property_message_id = fields.Many2one('property.evaluate.application', string='关联评估申请')
     property_evaluation_id = fields.Many2one('property.evaluation.plan', string="关联物业评估方案")
-    property_ids = fields.Many2many(related='property_evaluation_id.property_ids',  string="物业信息")
+    property_id = fields.Many2one(related='property_evaluation_id.property_id', string="物业信息")
     owner_id = fields.Many2one('yuthon.owner.message', related='property_evaluation_id.owner_id', string="权属人")
     assessment_category = fields.Selection(related='property_evaluation_id.assessment_category', string="评估类别")
     lease_period = fields.Integer(related='property_evaluation_id.lease_period', string='租期期限（<=）')
@@ -103,7 +364,7 @@ class YuhtonPropertyLine(models.Model):
             "view_mode": "tree",
             "res_model": "yuthon.property",
             "target": "new",
-            "domain": [('id', 'in', self.property_ids.ids)],
+            "domain": [('id', '=', self.property_id.id)],
         }
 
 

yuthon_property_approval/models/property_lease_contract.py

@@ -9,6 +9,9 @@ from numpy.ma.core import default_filler
 import re
 from odoo import models, fields, api, exceptions, _
 from odoo.exceptions import UserError, ValidationError
+import logging
+
+_logger = logging.getLogger(__name__)
 
 
 class PropertyContractLine(models.Model):
@@ -216,6 +219,9 @@ class PropertyLeaseContract(models.Model):
     term_end_time = fields.Date(string="合约结束时间")
     actual_start_time = fields.Date(string="实际开始时间")
     actual_end_time = fields.Date(string="实际结束时间")
+    # 距实际结束日期不足 3 个月时，每日任务把物业业务状态推回「待评估」；
+    # 该字段记录推送日期，保证每份合同只推送一次（不会被反复重置）
+    evaluation_pushed_date = fields.Date(string="评估推送日期", copy=False)
     end_comparison = fields.Selection([('red', '红'), ('yellow', '黄'), ('blue', '蓝')], string="结束时间对比(颜色)", compute='_compute_end_comparison', store=True)
     expiration_coming = fields.Selection([('coming', '即将到期'), ('due', '已到期')], string="结束时间对比(状态)", compute='_compute_expiration_coming', store=True)
     is_equal = fields.Boolean(string="是否相等", compute='_compute_end_comparison', store=True)
@@ -1006,6 +1012,13 @@ class PropertyLeaseContract(models.Model):
             'actual_start_time': self.term_start_time,
             'actual_end_time': self.term_end_time,
         })
+        # 审批结束：合同明细行上的物业 -> 已签约
+        signed_props = self.mapped('lease_ids.address_id').filtered(
+            lambda addr: addr.id and addr.business_state != 'signed')
+        if signed_props:
+            signed_props.write({'business_state': 'signed'})
+            _logger.info('合同审批结束：物业置为已签约 %s', signed_props.ids)
+
         old_contract_id = self.env['property.lease.contract'].search([
             ('contract_code', '=', self.contract_code),
             ('id', '!=', self.id),
@@ -2265,6 +2278,35 @@ class PropertyLeaseContract(models.Model):
         for contract in executing_contracts:
             contract.update_contact_state()
 
+    def task_contract_expire_to_evaluate(self):
+        """每日任务：正在执行、且距「实际结束时间」不足 3 个月的合同，
+        把其「物业信息明细行」上物业的业务状态置为「待评估」。
+
+        - 只找 contact_state = 执行中 的合同；
+        - 实际结束日期落在 [今天, 今天 + 90 天] 之内（已到期的合同不处理）；
+        - 每份合同只推送一次（用 evaluation_pushed_date 记录），避免物业已经进入
+          评估 / 挂牌流程后又被每天重置回「待评估」。
+        """
+        today = fields.Date.today()
+        deadline = today + timedelta(days=90)
+        contracts = self.search([
+            ('contact_state', '=', 'ing'),
+            ('actual_end_time', '!=', False),
+            ('actual_end_time', '>=', today),
+            ('actual_end_time', '<=', deadline),
+            ('evaluation_pushed_date', '=', False),
+        ])
+        if not contracts:
+            return
+        for contract in contracts:
+            properties = contract.lease_ids.mapped('address_id')
+            if properties:
+                properties.write({'business_state': 'to'})
+            contract.evaluation_pushed_date = today
+            _logger.info('合同到期前评估推送：合同 %s（实际结束 %s）→ 物业 %s 置为待评估',
+                         contract.contract_code or contract.id, contract.actual_end_time,
+                         properties.ids)
+
     def update_contact_state(self):
         for contract in self:
             receivable_records = self.env['property.accounts.receivable'].search([
@@ -2500,7 +2542,7 @@ class PropertyLeaseContract(models.Model):
                 rent_area += lease_id.address_id.rent_area
             self.env['property.evaluation.plan'].create({
                 'property_name': record.property_name,
-                'property_ids': [(6, 0, property_ids)],
+                'property_id': property_ids[0] if property_ids else None,
                 'evaluation_area': rent_area,
                 'owner_id': first_address_id.title_information_ids[0].owner_id.id if first_address_id and first_address_id.title_information_ids else None,
                 'registered_id': first_address_id.title_information_ids[0].registered_id.id if first_address_id and first_address_id.title_information_ids else None,
@@ -2531,7 +2573,7 @@ class PropertyLeaseContract(models.Model):
                 rent_area += lease_id.address_id.rent_area
             self.env['property.evaluation.plan'].create({
                 'property_name': record.property_name,
-                'property_ids': property_ids,
+                'property_id': property_ids[0] if property_ids else None,
                 'evaluation_area': property_id.rent_area,
                 'owner_id': property_id.title_information_ids[0].owner_id.id if property_id.title_information_ids else None,
                 'registered_id': property_id.title_information_ids[0].registered_id.id if property_id.title_information_ids else None,

yuthon_property_approval/models/property_meeting_approval.py

@@ -47,9 +47,17 @@ class PropertyMeetingApproval(models.Model):
             })
 
     def button_rental(self):
+        # 已进入签约流程（待签约/签约中/已签约）的物业不放进挂牌申报表
+        form_model = self.env['property.rental.form']
+        lines = self.meeting_line_ids.filtered(
+            lambda line: line.property_id
+            and form_model._get_listable_properties(line.property_id))
+        if not lines:
+            raise UserError('所选物业均已进入签约流程（待签约/签约中/已签约），不能在挂牌申报表中提交')
+        form_model._check_listing_available(lines.mapped('property_id'))
         property_list = []
         form_id = self.env.ref('yuthon_property_approval.view_property_rental_form_form').id
-        for record in self.meeting_line_ids:
+        for record in lines:
             property_list.append([0, 0, {
                 'property_id': record.property_id.id,
             }])

yuthon_property_approval/models/property_rental_form.py

@@ -1,4 +1,9 @@
-from odoo import models, fields, api
+from odoo import models, fields, api, Command
+from odoo.exceptions import UserError
+
+
+# 已进入签约流程的业务状态：这些物业不再放入挂牌申报表
+SIGN_FLOW_STATES = ('to_sign', 'signing', 'signed')
 
 
 class PropertyRentalForm(models.Model):
@@ -29,6 +34,120 @@ class PropertyRentalForm(models.Model):
 
     name_title = fields.Char(default=_get_default_name_title)
     self_users_ids = fields.Many2many('res.users', string="当前经办人", default=lambda self: [(6, 0, [self.env.user.id])])
+    # 「经办人 / 审批状态」取自本单据的工作流记录（口径同 property.lease.contract）
+    employee_ids = fields.Many2many('hr.employee', string="当前经办人", compute='_compute_workflow')
+    approve_state = fields.Selection([("start", "草稿"), ("pending", "审批中"), ("end", "结束")],
+                                     string="审批状态", compute='_compute_workflow')
+    # 业务状态：取物业明细「第一个」行的物业业务状态（只读展示）
+    business_state = fields.Selection(
+        related='property_rental_form_line_ids.property_id.business_state', string='业务状态')
+
+    @api.depends('code')
+    def _compute_workflow(self):
+        for record in self:
+            workflow = record._get_active_workflow_record()
+            record.employee_ids = workflow.employee_ids if workflow else False
+            record.approve_state = workflow.approve_state if workflow else False
+
+    @api.model
+    def _get_listable_properties(self, properties):
+        """剔除已进入签约流程（待签约 / 签约中 / 已签约）的物业 —— 这些不放进挂牌申报表"""
+        return properties.filtered(lambda prop: prop.business_state not in SIGN_FLOW_STATES)
+
+    @api.model
+    def _check_listing_available(self, properties):
+        """挂牌申请的前置校验：
+        ① 物业尚未进入挂牌流程（业务状态为 挂牌中/已挂牌 时不可再提交；待签约/签约中/已签约
+           已由 `_get_listable_properties()` 在入口处剔除，此处作兜底）；
+        ② 同一物业不能重复申请 —— 已存在「未进回收站」的挂牌申报表即视为已申请过。
+        """
+        labels = dict(self.env['yuthon.property']._fields['business_state'].selection)
+        locked_states = ('listing', 'listed', 'to_sign', 'signing', 'signed')
+        not_ready = properties.filtered(lambda prop: prop.business_state in locked_states)
+        if not_ready:
+            detail = '、'.join(
+                '%s（%s）' % (prop.name, labels.get(prop.business_state) or '未设置')
+                for prop in not_ready)
+            raise UserError('以下物业已进入挂牌/签约流程，不能提交挂牌申请：%s' % detail)
+
+        duplicated = self._find_duplicated_properties(properties)
+        if duplicated:
+            raise UserError('以下物业已提交过挂牌申请（未进回收站），不能重复申请：%s'
+                            % '、'.join(duplicated.mapped('name')))
+
+    @api.model
+    def _find_duplicated_properties(self, properties):
+        """已存在「未进回收站」的挂牌申报表的物业（判断依据：该单据有有效的工作流记录）"""
+        forms = self.env['property.rental.form'].search([
+            ('property_rental_form_line_ids.property_id', 'in', properties.ids),
+        ])
+        alive = forms.filtered(lambda form: form._has_active_workflow_record())
+        return alive.mapped('property_rental_form_line_ids.property_id') & properties
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        # 已进入签约流程（待签约 / 签约中 / 已签约）的物业**不放进挂牌申报表**：在建表前直接剔除这些明细行
+        prop_ids = []
+        for vals in vals_list:
+            cmds = vals.get('property_rental_form_line_ids') or []
+            kept = []
+            for cmd in cmds:
+                if cmd[0] == Command.CREATE and len(cmd) > 2 and cmd[2].get('property_id'):
+                    prop = self.env['yuthon.property'].browse(cmd[2]['property_id'])
+                    if prop.business_state in SIGN_FLOW_STATES:
+                        continue
+                    prop_ids.append(prop.id)
+                kept.append(cmd)
+            if len(kept) != len(cmds):
+                if not kept:
+                    raise UserError('所选物业均已进入签约流程（待签约/签约中/已签约），不能在挂牌申报表中提交')
+                vals['property_rental_form_line_ids'] = kept
+        # 再校验（在建表之前）：已进入挂牌/签约流程的物业不能提交
+        if prop_ids:
+            self._check_listing_available(self.env['yuthon.property'].browse(prop_ids))
+
+        forms = super().create(vals_list)
+        # 保存时业务状态为「待挂牌」；推进到「挂牌中」是在**转交**时（见 _on_workflow_transfer）
+        props = forms.mapped('property_rental_form_line_ids.property_id')
+        waiting = props.filtered(
+            lambda prop: prop.business_state not in ('listing', 'listed', 'to_sign', 'signing', 'signed'))
+        if waiting:
+            waiting.write({'business_state': 'to_list'})
+        return forms
+
+    def _on_workflow_transfer(self):
+        """转交（工作流弹窗触发，仅挂牌申报表/成交确认书）：关联物业业务状态「待挂牌」→「挂牌中」"""
+        props = self.mapped('property_rental_form_line_ids.property_id')
+        waiting = props.filtered(lambda prop: prop.business_state in (False, '', 'to_list'))
+        if waiting:
+            waiting.write({'business_state': 'listing'})
+
+    def end_approval(self):
+        """审批结束：关联物业的业务状态推进为「已挂牌」"""
+        props = self.mapped('property_rental_form_line_ids.property_id')
+        waiting = props.filtered(lambda prop: prop.business_state in (False, '', 'listing'))
+        if waiting:
+            waiting.write({'business_state': 'listed'})
+
+    def action_transaction_confirmed(self):
+        """成交确认书：把本单的物业带进「成交确认审批」(property.confirm) 的物业列表"""
+        self.ensure_one()
+        properties = self.property_rental_form_line_ids.mapped('property_id')
+        if not properties:
+            raise UserError('该挂牌申报表未关联物业，无法生成成交确认书')
+        form_id = self.env.ref('yuthon_property_approval.view_property_confirm_form').id
+        return {
+            'name': '成交确认审批',
+            'type': 'ir.actions.act_window',
+            'res_model': 'property.confirm',
+            'view_mode': 'form',
+            'views': [(form_id, 'form')],
+            'target': 'current',
+            'context': {
+                'default_lease_ids': [(0, 0, {'address_id': prop.id}) for prop in properties],
+            },
+        }
+
 
 class PropertyRentalFormLine(models.Model):
     _name = 'property.rental.form.line'

yuthon_property_approval/models/property_transaction_confirmed.py

@@ -4,8 +4,12 @@ from odoo.exceptions import UserError, ValidationError
 
 
 class PropertyTransactionConfirmed(models.Model):
+    """⚠️ 已作废：成交确认书业务已迁到 property.confirm（成交确认审批）。
+    模型与视图保留仅供历史数据查看，菜单/按钮均已不再指向本模型，
+    挂牌状态推进与「创建合同」逻辑已移除（现由 property.confirm 负责）。
+    """
     _name = 'property.transaction.confirmed'
-    _description = '成交确认书'
+    _description = '成交确认书（已作废）'
     _inherit = ['mail.thread.main.attachment', 'mail.activity.mixin', 'soong.workflow.mixin']
 
     name = fields.Char(string='标题')
@@ -32,6 +36,17 @@ class PropertyTransactionConfirmed(models.Model):
 
     name_title = fields.Char(default=_get_default_name_title)
     self_users_ids = fields.Many2many('res.users', string="当前经办人", default=lambda self: [(6, 0, [self.env.user.id])])
+    # 「经办人 / 审批状态」取自本单据的工作流记录（口径同 property.lease.contract）
+    employee_ids = fields.Many2many('hr.employee', string="当前经办人", compute='_compute_workflow')
+    approve_state = fields.Selection([("start", "草稿"), ("pending", "审批中"), ("end", "结束")],
+                                     string="审批状态", compute='_compute_workflow')
+
+    @api.depends('code')
+    def _compute_workflow(self):
+        for record in self:
+            workflow = record._get_active_workflow_record()
+            record.employee_ids = workflow.employee_ids if workflow else False
+            record.approve_state = workflow.approve_state if workflow else False
 
     @api.onchange('is_issues')
     def _onchange_is_issues(self):

yuthon_property_approval/views/property_confirm_views.xml

@@ -5,8 +5,18 @@
         <field name="model">property.confirm</field>
         <field name="arch" type="xml">
             <tree string="成交确认">
-                <field name="name"/>
-                <field name="code"/>
+                <field name="name" string="标题"/>
+                <field name="property_name"/>
+                <field name="lessee"/>
+                <field name="property_area"/>
+                <field name="lease_term_years"/>
+                <field name="rent_free_days"/>
+                <field name="employee_ids" widget="many2many_tags"/>
+                <field name="business_state" string="业务状态"/>
+                <field name="approve_state" string="审批状态" widget="badge"
+                       decoration-danger="approve_state == 'end'" decoration-success="approve_state == 'pending'"/>
+                <button name="action_create_contract" type="object" string="创建合同" class="btn btn-primary"
+                        invisible="approve_state != 'end'"/>
             </tree>
         </field>
     </record>

yuthon_property_approval/views/property_evaluate_application_views.xml

@@ -50,21 +50,30 @@
                     <group>
                         <field name="users_id" invisible="1"/>
                         <field name="department_id" invisible="1"/>
-                        <field name="quote"/>
-                        <field name="evaluation_company_id"/>
-                        <field name="date_assessment"/>
-                        <field name="service_money"/>
-                        <field name="pay_time"/>
-                        <field name="pay_way"/>
+                        <!-- 左右两栏：左 3 个 / 右 3 个 -->
+                        <group>
+                            <field name="evaluation_company_id"/>
+                            <field name="date_assessment"/>
+                             <field name="service_money"/>
+                        </group>
+                        <group>
+                            <field name="pay_time"/>
+                            <field name="pay_way"/>
+                        </group>
                         <field name="is_experts"/>
                     </group>
                     <notebook>
                         <page string="待评估物业出租方案明细表">
+                            <div class="mb-2">
+                                <button name="action_export_assessment_result" type="object"
+                                        string="导出" class="btn-primary"
+                                        invisible="not property_ids"/>
+                            </div>
                             <field name="property_ids">
                                 <tree editable="bottom">
                                     <field name="property_message_id" column_invisible="1"/>
                                     <field name="property_evaluation_id" class="list_width" string="物业"/>
-                                    <field name="property_ids" widget="many2many_tags" optional="hide"/>
+                                    <field name="property_id" optional="hide"/>
                                     <field name="evaluation_area"/>
                                     <field name="assessment_category"/>
                                     <field name="owner_id"/>

yuthon_property_approval/views/property_menu_all.xml

@@ -151,13 +151,6 @@
             action="property_confirm_action"
             sequence="5"/>
 
-    <menuitem
-            id="property_assess_approval_menu"
-            parent="yuthon_property.yuthon_property_menu"
-            name="评估申请"
-            action="property_evaluate_application_action"
-            sequence="7"/>
-
     <menuitem
             id="property_record_approval_menu"
             parent="yuthon_property.yuthon_property_menu"
@@ -200,11 +193,12 @@
               parent="yuthon_property.yuthon_property_menu_data"
               action="property_offline_registration_action"/>
 
+       <!-- 成交确认书菜单指向「成交确认审批」(property.confirm)；原 property.transaction.confirmed 已作废 -->
        <menuitem id="yuthon_property_confirmation_of_transaction_menu"
               sequence="5"
               name="成交确认书"
               parent="yuthon_property.yuthon_property_menu_data"
-              action="action_property_transaction_confirmed"/>
+              action="property_confirm_action"/>
 
     <menuitem id="property_rental_conditions_menu"
               sequence="10"

yuthon_property_approval/views/property_merge_approval_views.xml

@@ -4,7 +4,7 @@
         <field name="name">property.merge.approval.tree</field>
         <field name="model">property.merge.approval</field>
         <field name="arch" type="xml">
-            <tree string="合并管理">
+            <tree string="合并管理" default_order="start_date desc">
                 <field name="property_name"/>
                 <field name="code"/>
                 <field name="merge_asset_type_id"/>

yuthon_property_approval/views/property_rental_form_views.xml

@@ -5,8 +5,14 @@
         <field name="model">property.rental.form</field>
         <field name="arch" type="xml">
             <tree string="挂牌申报表">
-                <field name="name"/>
                 <field name="code"/>
+                <field name="name"/>
+                <field name="listing_method"/>
+                <field name="business_state" string="业务状态"/>
+                <field name="employee_ids" widget="many2many_tags"/>
+                <field name="approve_state" string="审批状态" widget="badge"
+                       decoration-danger="approve_state == 'end'" decoration-success="approve_state == 'pending'"/>
+                <button name="action_transaction_confirmed" type="object" string="成交确认书" class="btn btn-primary"/>
             </tree>
         </field>
     </record>
@@ -51,7 +57,8 @@
                             <field name="property_rental_form_line_ids">
                                 <tree editable="bottom">
                                     <field name="property_rental_form_id" column_invisible="1"/>
-                                    <field name="property_id" options="{'no_create': True}"/>
+                                    <field name="property_id" options="{'no_create': True}"
+                                           domain="[('business_state', 'not in', ['to_sign', 'signing', 'signed'])]"/>
                                     <field name="registered_id" optional="hide"/>
                                     <field name="evaluation_area" optional="hide"/>
                                     <field name="current_status"/>
@@ -77,5 +84,9 @@
         <field name="name">挂牌申报表</field>
         <field name="res_model">property.rental.form</field>
         <field name="view_mode">tree,form</field>
+        <!-- 已进入签约阶段（待签约 / 签约中 / 已签约）的不在挂牌申报表列表显示；
+             尚未填明细行的空单仍然显示，避免刚保存的表单从列表消失 -->
+        <field name="domain">['|', ('property_rental_form_line_ids', '=', False),
+                                ('business_state', 'not in', ['to_sign', 'signing', 'signed'])]</field>
     </record>
 </odoo>

yuthon_property_approval/views/property_split_approval_views.xml

@@ -4,7 +4,7 @@
         <field name="name">property.split.approval.tree</field>
         <field name="model">property.split.approval</field>
         <field name="arch" type="xml">
-            <tree string="物业拆分审批">
+            <tree string="物业拆分审批" default_order="effective_date desc">
                 <field name="property_id"/>
                 <field name="code"/>
                 <field name="units"/>

yuthon_property_approval/views/property_transaction_confirmed.xml

@@ -8,6 +8,9 @@
                 <field name="name"/>
                 <field name="lessee_id"/>
                 <field name="entity_type"/>
+                <field name="employee_ids" widget="many2many_tags"/>
+                <field name="approve_state" string="审批状态" widget="badge"
+                       decoration-danger="approve_state == 'end'" decoration-success="approve_state == 'pending'"/>
             </tree>
         </field>
     </record>

yuthon_property_approval/wizard/property_reconciliation_wizard.py

@@ -316,6 +316,50 @@ class PropertyReconciliationWizard(models.Model):
             line.color = 'success'
 
 
+    def _get_precinct_admin_employees(self, properties):
+        """取物业对应的片区管理员（hr.employee）：
+        优先用物业上的「片区管理员」反查员工，取不到时退回物业「管理信息明细」里片区配置的管理员。
+        只保留配置了企业微信 userid 的员工。
+        """
+        employees = self.env['hr.employee'].sudo()
+        users = properties.mapped('admin_id')
+        if users:
+            employees = employees.search([('user_id', 'in', users.ids)])
+        if not employees:
+            employees = properties.mapped('manage_information_ids.precinct_id.employee_id')
+        return employees.filtered(lambda emp: emp.wecom_userid)
+
+    def _notify_registered(self, reconciled_amount):
+        """对账变成「挂账」时，给对应片区管理员发企业微信提醒"""
+        self.ensure_one()
+        bank = self.bank_id
+        contracts = self.contract_ids
+        properties = contracts.mapped('lease_ids.address_id') or bank.property_ids
+        employees = self._get_precinct_admin_employees(properties)
+        if not employees:
+            _logger.info('挂账提醒：银行流水 %s 未找到可通知的片区管理员（物业 %s）', bank.id, properties.ids)
+            return
+        lessee_names = '、'.join(sorted(set(contracts.mapped('lessee_id.name')))) or (bank.name_account or '')
+        contract_codes = '、'.join(sorted(set(contracts.mapped('contract_code')))) or '-'
+        description = (
+            '承租方：%s<br/>'
+            '合同：%s<br/>'
+            '交易金额：%.2f<br/>'
+            '对账金额：%.2f<br/>'
+            '未对金额：%.2f<br/>'
+            '请核对'
+        ) % (lessee_names, contract_codes, bank.original_amount or 0.0,
+             reconciled_amount or 0.0, bank.registered or 0.0)
+        url = 'https://oa.thtzjt.com/web#id=%s&model=property.bank.statements&view_type=form&cids=1' % bank.id
+        for employee in employees:
+            try:
+                self.sudo().env['wecom.apps'].sync_send_message_textcard(
+                    category='oa', user_id=employee.wecom_userid,
+                    title='银行对账挂账提醒', description=description,
+                    url=url, btntxt='查看对账')
+            except Exception:
+                _logger.exception('挂账提醒发送失败：银行流水 %s → 员工 %s', bank.id, employee.name)
+
     def confirm(self):
         collection_type_mapping = {
             'deposit': '押金',
@@ -331,6 +375,7 @@ class PropertyReconciliationWizard(models.Model):
             'other': '其他'
         }
         for rec in self:
+            was_registered = rec.bank_id.bank_state == 'registered'
             bank_lines = self.env['property.bank.line'].search([
                 ('bank', '=', rec.bank_id.name),
                 ('tenant_id.name', '!=', False)
@@ -525,6 +570,10 @@ class PropertyReconciliationWizard(models.Model):
             rec.bank_id.yes_amount = rec.bank_id.yes_amount + yes_amount
             rec.bank_id.change_amount = sum(line.amount for line in rec.reconciliation_line_ids)
 
+            # 本次对账后状态变为「挂账」→ 给对应片区管理员发提醒（原本已是挂账的不重复发）
+            if rec.bank_id.bank_state == 'registered' and not was_registered:
+                rec._notify_registered(remaining_amount)
+
         all_contracts = self.contract_ids
         remaining_contract_ids = []
         for contract in all_contracts: