tangweijie 20afae2255 docs: align rev002 billing generation evidence
Document the existing REV-002 backend billing-generation path and preserve a conservative partial-implementation judgment so the design stays aligned with current code evidence.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-18 17:52:15 +08:00

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# Tasks: REV-002 开账计费与账单生成缺口补齐
**Input**: Design documents from `/specs/005-rev002-billing-generation-gap/`
**Prerequisites**: plan.md (required), spec.md (required), research.md, data-model.md, contracts/, quickstart.md
**Validation**: Validation tasks are NOT optional in this repository. Every document change task set MUST include the applicable validation and ledger-sync tasks.
**Organization**: Tasks are grouped by user story so each document-maintenance slice can be completed, reviewed, and validated independently.
## Format: `[ID] [P?] [Story] Description`
- **[P]**: Can run in parallel (different files, no dependencies)
- **[Story]**: Which user story this task belongs to (e.g., US1, US2, US3)
- Include exact file paths in descriptions
## Phase 1: Scope & Source Confirmation (Shared Foundation)
**Purpose**: Confirm the source-of-truth set, scope boundaries, and cross-document impact before editing.
- [x] T001 Confirm target documents and target sections in `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/spec.md`
- [x] T002 Confirm authoritative sources and allowed reference inputs in `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/plan.md`
- [x] T003 [P] Confirm fixed decisions for `IF-REV-005`、账单结果承接和异常语义 in `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/research.md`
- [x] T004 [P] Confirm entities, contract fields, and validation commands in `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/data-model.md`, `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/contracts/rev002-billing-contract.md`, and `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/quickstart.md`
---
## Phase 2: User Story 1 - 收口开账生成规则 (Priority: P1) 🎯 MVP
**Goal**: 补齐 `REV-002` 详细设计中的开账触发前提、规则来源、结果表达、特殊开账统一模型和排除项。
**Independent Test**: 单独评审 `docs/design/02_Detailed_Design/12_REV_Detailed.md``REV-002` 章节,应能明确账单生成入口、价格规则来源、费用组成、异常阻断语义和下游边界。
### Implementation for User Story 1
- [x] T005 [US1] Read `docs/design/00_Management/01_Project_Progress.md`, `docs/design/00_Management/02_Delivery_Standards.md`, `docs/design/00_Management/03_Task_Checklist.md`, and `docs/design/02_Detailed_Design/12_REV_Detailed.md` before editing
- [x] T006 [US1] Update `docs/design/02_Detailed_Design/12_REV_Detailed.md` to define `REV-002` billing trigger path, billing rule sources, result expression, special-billing inclusion, and explicit exclusions
- [x] T007 [US1] Sync `REV-002` wording in `docs/design/01_Overview/03_Summary_Design.md` only if detailed-design terms or boundaries need matching references
- [x] T008 [US1] Run `make validate-file FILE=docs/design/02_Detailed_Design/12_REV_Detailed.md` and capture the result in work notes
- [x] T009 [US1] Run `make check-links` if `docs/design/02_Detailed_Design/12_REV_Detailed.md` headings, anchors, or cross-document links changed and capture the result in work notes
**Checkpoint**: `REV-002` detailed design is independently reviewable and no longer stops at summary-level billing wording.
---
## Phase 3: User Story 2 - 统一 IF-REV-005 与数据承接口径 (Priority: P2)
**Goal**: 统一接口主文档和数据库主文档中的 `IF-REV-005`、账单结果承接和异常边界口径。
**Independent Test**: 单独评审 `docs/design/03_Technical_Design/03_Interface_Design.md``docs/design/03_Technical_Design/01_Database_Design.md`,应能明确请求条件、结果语义、异常阻断逻辑以及 `biz_charge` / `biz_charge_detail` 承接口径。
### Implementation for User Story 2
- [x] T010 [US2] Update `docs/design/03_Technical_Design/03_Interface_Design.md` to define `IF-REV-005` request preconditions, response semantics, exception semantics, and boundary with downstream charging flow
- [x] T011 [US2] Update `docs/design/03_Technical_Design/01_Database_Design.md` to align `biz_charge`, `biz_charge_detail`, pricing-rule objects, and historical/special billing retention with the approved `REV-002` model
- [x] T012 [P] [US2] Sync numbering, terminology, and cross-references between `docs/design/03_Technical_Design/03_Interface_Design.md` and `docs/design/03_Technical_Design/01_Database_Design.md`
- [x] T013 [US2] Run `make validate-file FILE=docs/design/03_Technical_Design/03_Interface_Design.md` and capture the result in work notes
- [x] T014 [US2] Run `make validate-file FILE=docs/design/03_Technical_Design/01_Database_Design.md` and capture the result in work notes
- [x] T015 [US2] Run `make check-links` after interface/database cross-reference updates and capture the result in work notes
**Checkpoint**: `IF-REV-005` and database retention are independently reviewable and use one consistent billing-generation model.
---
## Phase 4: User Story 3 - 同步治理与实现评估结论 (Priority: P3)
**Goal**: 在治理台账中回写 `REV-002` 本轮设计收口结果,并保持“部分实现”的真实实现评估。
**Independent Test**: 单独评审治理文档,应能明确本轮已完成的是文档收口,不是 backend 闭环实现完成,并能看到后续建议与校验记录。
### Implementation for User Story 3
- [x] T016 [US3] Update `docs/design/00_Management/15_SYS002_Requirement_Breakdown.md` to retain the `部分实现` judgment and add this round's design-closure result and next-step recommendation
- [x] T017 [US3] Update `docs/design/00_Management/01_Project_Progress.md` to record the `REV-002` documentation alignment action and validation outcome
- [x] T018 [US3] Update `docs/design/00_Management/03_Task_Checklist.md` to reflect the completed `REV-002` document-maintenance tasks
- [x] T019 [US3] Run `make validate-file FILE=docs/design/00_Management/15_SYS002_Requirement_Breakdown.md` and capture the result in work notes
- [x] T020 [US3] Run `make validate-file FILE=docs/design/00_Management/01_Project_Progress.md` and `make validate-file FILE=docs/design/00_Management/03_Task_Checklist.md` and capture the results in work notes
**Checkpoint**: Governance documents are independently reviewable and preserve the correct “部分实现” narrative.
---
## Final Phase: Cross-Cutting Closure
**Purpose**: Ensure repository-wide consistency after all story slices are complete.
- [x] T021 [P] Re-check source-of-truth alignment across `docs/design/02_Detailed_Design/12_REV_Detailed.md`, `docs/design/03_Technical_Design/03_Interface_Design.md`, `docs/design/03_Technical_Design/01_Database_Design.md`, and `docs/design/00_Management/15_SYS002_Requirement_Breakdown.md`
- [x] T022 [P] Re-check relative links, stable anchors, and numbering consistency across all modified files with `make check-links`
- [x] T023 Prepare final summary from `/Volumes/Dpan/github/fujian_water_biz_doc/specs/005-rev002-billing-generation-gap/quickstart.md` and actual validation results, including modified files, remaining risks, and next-step suggestions
---
## Dependencies & Execution Order
### Phase Dependencies
- **Phase 1**: No dependencies; MUST finish before document edits
- **User Story 1**: Depends on Phase 1 and provides the billing-rule baseline for later phases
- **User Story 2**: Depends on User Story 1 wording being stable
- **User Story 3**: Depends on User Story 1 and User Story 2 conclusions being fixed
- **Final Phase**: Depends on all selected user stories being complete
### Within Each User Story
- Read required governance and target docs before editing
- Complete target document edits before terminology and reference sync
- Complete content edits before validation
- Complete validation before governance ledgers are considered closed
### Parallel Opportunities
- `T003` and `T004` can run in parallel during foundation review
- `T012` can run in parallel with validation preparation once interface and database edits are drafted
- `T021` and `T022` can run in parallel during final closure
## Implementation Strategy
- **MVP first**: 先完成 User Story 1使 `REV-002` 详细设计具备独立评审价值
- **Incremental delivery**: 再完成 User Story 2 收口接口与数据库,最后完成 User Story 3 的治理同步
- **Validation-first closure**: 每个 story 完成后立即执行对应校验,再推进下一阶段,避免跨文档口径回滚
## Notes
- 本 feature 只做文档治理,不默认修改 backend 代码
- 不得新发明 `IF-*` 编号或“特殊开账平行主表”
- Archive 仅用于核对来源,不直接替代正式结论
- `specs/001-rev004-accounting/checklists/scope-alignment.md` 与本轮无关,不应纳入本 feature 变更