feat(lifecycle): apply monthly shared allocation from project start month

server/ptc_api_server.py

@@ -1020,6 +1020,125 @@ def resolve_lifecycle_allocation(project_type: str, allocation_item: dict | None
     return 1, 1, 1.0
 
 
+def _to_year_month(value: str | None) -> str:
+    text = str(value or "").strip()
+    if len(text) < 7 or text[4] != "-":
+        return ""
+    month = text[5:7]
+    if not month.isdigit():
+        return ""
+    mm = int(month)
+    if mm < 1 or mm > 12:
+        return ""
+    return text[:7]
+
+
+def _iter_year_months(start_ym: str, end_ym: str):
+    if not start_ym or not end_ym:
+        return
+    try:
+        sy, sm = int(start_ym[:4]), int(start_ym[5:7])
+        ey, em = int(end_ym[:4]), int(end_ym[5:7])
+    except Exception:
+        return
+    if (ey, em) < (sy, sm):
+        return
+    y, m = sy, sm
+    while (y, m) <= (ey, em):
+        yield f"{y:04d}-{m:02d}"
+        m += 1
+        if m > 12:
+            y += 1
+            m = 1
+
+
+def calculate_monthly_shared_distribution(conn: sqlite3.Connection, base_project_code: str) -> dict:
+    project_rows = conn.execute(
+        """
+        select
+            pm.project_code,
+            pm.start_date,
+            pm.end_date,
+            min(case when coalesce(t.transaction_date, '') <> '' then t.transaction_date end) as min_tx_date,
+            max(case when coalesce(t.transaction_date, '') <> '' then t.transaction_date end) as max_tx_date
+        from project_master pm
+        left join ptc_transactions t on t.project_code = pm.project_code
+        where coalesce(pm.project_type, '') = '시공'
+        group by pm.project_code, pm.start_date, pm.end_date
+        """
+    ).fetchall()
+
+    project_ranges: dict[str, tuple[str, str]] = {}
+    for row in project_rows:
+        code = (row["project_code"] or "").strip()
+        if not code:
+            continue
+        start_ym = _to_year_month(row["start_date"]) or _to_year_month(row["min_tx_date"])
+        end_ym = _to_year_month(row["end_date"]) or _to_year_month(row["max_tx_date"]) or start_ym
+        if not start_ym:
+            continue
+        project_ranges[code] = (start_ym, end_ym)
+
+    base_range = project_ranges.get(base_project_code)
+    if not base_range:
+        return {"labor_shared": 0.0, "common_shared": 0.0}
+
+    pool_rows = conn.execute(
+        """
+        select
+            substr(coalesce(transaction_date, ''), 1, 7) as ym,
+            account_code_final as account_code,
+            coalesce(sum(supply_amount), 0) as expense_supply
+        from ptc_transactions
+        where in_out = '출금'
+          and coalesce(transaction_date, '') <> ''
+        group by substr(coalesce(transaction_date, ''), 1, 7), account_code_final
+        having ym <> ''
+        """
+    ).fetchall()
+
+    labor_pool_by_month: dict[str, float] = defaultdict(float)
+    common_pool_by_month: dict[str, float] = defaultdict(float)
+    for row in pool_rows:
+        ym = (row["ym"] or "").strip()
+        code = (row["account_code"] or "").strip()
+        amount = float(row["expense_supply"] or 0)
+        if not ym or amount == 0:
+            continue
+        meta = ACCOUNT_MASTER.get(code) or {}
+        if meta.get("project_type") != "관리":
+            continue
+        if meta.get("category") == "인건비":
+            labor_pool_by_month[ym] += amount
+        else:
+            common_pool_by_month[ym] += amount
+
+    candidate_months = sorted(set([*labor_pool_by_month.keys(), *common_pool_by_month.keys()]))
+    if not candidate_months:
+        return {"labor_shared": 0.0, "common_shared": 0.0}
+
+    month_active_counts: dict[str, int] = defaultdict(int)
+    for start_ym, end_ym in project_ranges.values():
+        for ym in _iter_year_months(start_ym, end_ym):
+            month_active_counts[ym] += 1
+
+    base_start_ym, base_end_ym = base_range
+    labor_shared = 0.0
+    common_shared = 0.0
+    for ym in candidate_months:
+        if ym < base_start_ym:
+            continue
+        if base_end_ym and ym > base_end_ym:
+            continue
+        active_count = int(month_active_counts.get(ym) or 0)
+        if active_count <= 0:
+            continue
+        labor_shared += float(labor_pool_by_month.get(ym) or 0) / active_count
+        common_shared += float(common_pool_by_month.get(ym) or 0) / active_count
+
+    return {"labor_shared": labor_shared, "common_shared": common_shared}
+
+
 def build_company_allocated_project_rows(
     conn: sqlite3.Connection, project_rows: list[sqlite3.Row], source_project_type: str
 ) -> tuple[list[dict], dict]:
@@ -1250,6 +1369,85 @@ def build_project_lifecycle_cost(
             account_entry["shared_expense_supply"] += shared_expense_supply
             account_entry["expense_supply"] += base_expense_supply
 
+    monthly_shared = calculate_monthly_shared_distribution(conn, base_project_code)
+    labor_shared = float(monthly_shared.get("labor_shared") or 0.0)
+    common_shared = float(monthly_shared.get("common_shared") or 0.0)
+    base_project_info = project_lookup.get(base_project_code) or {}
+
+    if labor_shared:
+        breakdown_components["인건비"]["shared"] += labor_shared
+        breakdown_components["인건비"]["total"] += labor_shared
+        project_entry = breakdown_project_maps["인건비"].setdefault(
+            base_project_code,
+            {
+                "project_code": base_project_code,
+                "project_name": base_project_info.get("project_name") or "",
+                "project_type": base_project_info.get("project_type") or "시공",
+                "construction_family": base_project_info.get("construction_family") or "",
+                "construction_method": base_project_info.get("construction_method") or "",
+                "allocation_numerator": 1,
+                "allocation_denominator": 1,
+                "allocation_ratio": 1.0,
+                "direct_expense_supply": 0.0,
+                "shared_expense_supply": 0.0,
+                "expense_supply": 0.0,
+            },
+        )
+        project_entry["shared_expense_supply"] += labor_shared
+        project_entry["expense_supply"] += labor_shared
+        account_entry = breakdown_account_maps["인건비"].setdefault(
+            "SHARED_LABOR",
+            {
+                "account_code": "SHARED_LABOR",
+                "account_name": "월별 공통배분(인건비)",
+                "direct_expense_supply": 0.0,
+                "shared_expense_supply": 0.0,
+                "expense_supply": 0.0,
+            },
+        )
+        account_entry["shared_expense_supply"] += labor_shared
+        account_entry["expense_supply"] += labor_shared
+
+    if common_shared:
+        breakdown_components["관리비"]["shared"] += common_shared
+        breakdown_components["관리비"]["total"] += common_shared
+        project_entry = breakdown_project_maps["관리비"].setdefault(
+            base_project_code,
+            {
+                "project_code": base_project_code,
+                "project_name": base_project_info.get("project_name") or "",
+                "project_type": base_project_info.get("project_type") or "시공",
+                "construction_family": base_project_info.get("construction_family") or "",
+                "construction_method": base_project_info.get("construction_method") or "",
+                "allocation_numerator": 1,
+                "allocation_denominator": 1,
+                "allocation_ratio": 1.0,
+                "direct_expense_supply": 0.0,
+                "shared_expense_supply": 0.0,
+                "expense_supply": 0.0,
+            },
+        )
+        project_entry["shared_expense_supply"] += common_shared
+        project_entry["expense_supply"] += common_shared
+        account_entry = breakdown_account_maps["관리비"].setdefault(
+            "SHARED_COMMON",
+            {
+                "account_code": "SHARED_COMMON",
+                "account_name": "월별 공통배분(관리비)",
+                "direct_expense_supply": 0.0,
+                "shared_expense_supply": 0.0,
+                "expense_supply": 0.0,
+            },
+        )
+        account_entry["shared_expense_supply"] += common_shared
+        account_entry["expense_supply"] += common_shared
+
+    total_expense = (
+        breakdown_components["시공비"]["total"]
+        + breakdown_components["인건비"]["total"]
+        + breakdown_components["관리비"]["total"]
+    )
+
     breakdown = [
         {
             "label": "시공비",