feat: 驱动因子计划 — 模式切换+行业包+敏感性分析
This commit is contained in:
Hermes CI Fix
@@ -0,0 +1,478 @@
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"""驱动因子预算 API — 科目/驱动因子模式切换 + 行业包 + 敏感性分析"""
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import json
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import math
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from fastapi import APIRouter, Depends, HTTPException, Query
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from sqlalchemy.orm import Session
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from typing import Optional, List
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from datetime import datetime
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from app.database import get_db
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from app.auth_middleware import require_auth, require_role
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from app.models import SystemConfig, OperationLog
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from app.models.driver_budget import DriverFactorTemplate, DriverFactorBudget
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router = APIRouter(
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prefix="/api/cma/budget/driver",
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tags=["驱动因子预算"],
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dependencies=[Depends(require_role("ceo", "finance", "it"))],
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)
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# ──────────────────────────────────────────────
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# 模板预置数据
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# ──────────────────────────────────────────────
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PRESET_TEMPLATES = [
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# 通用收入模板
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{
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"name": "收入预测（通用）",
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"industry": "general",
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"category": "revenue",
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"formula_desc": "收入 = 客户数 × 客单价",
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"formula_text": "客户数×客单价",
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"factors": [
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{"key": "customer_count", "label": "客户数", "type": "number", "default": 100, "unit": "家"},
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{"key": "avg_price", "label": "客单价", "type": "number", "default": 50000, "unit": "元/家"},
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],
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},
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# 通用费用模板
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{
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"name": "费用预测（通用）",
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"industry": "general",
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"category": "expense",
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"formula_desc": "费用 = 人数 × 人均成本",
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"formula_text": "人数×人均成本",
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"factors": [
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{"key": "headcount", "label": "人数", "type": "number", "default": 50, "unit": "人"},
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{"key": "avg_cost_per_head", "label": "人均成本", "type": "number", "default": 8000, "unit": "元/人"},
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],
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},
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# 贸易经销版 — 渠补预算
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{
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"name": "渠补预算（贸易经销版）",
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"industry": "trade",
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"category": "expense",
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"formula_desc": "渠补预算 = 计划维护渠道数 × 平均渠补率 × 平均渠道交易额",
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"formula_text": "计划维护渠道数×平均渠补率×平均渠道交易额",
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"factors": [
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{"key": "channel_count", "label": "计划维护渠道数", "type": "number", "default": 80, "unit": "家"},
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{"key": "channel_subsidy_rate", "label": "平均渠补率", "type": "percent", "default": 75, "unit": "%"},
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{"key": "avg_transaction", "label": "平均渠道交易额", "type": "number", "default": 150000, "unit": "元/家"},
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],
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},
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# 贸易经销版 — 收入预测
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{
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"name": "收入预测（贸易经销版）",
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"industry": "trade",
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"category": "revenue",
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"formula_desc": "收入 = 渠道数 × 平均交易额",
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"formula_text": "渠道数×平均交易额",
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"factors": [
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{"key": "channel_count", "label": "渠道数", "type": "number", "default": 80, "unit": "家"},
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{"key": "avg_transaction", "label": "平均交易额", "type": "number", "default": 150000, "unit": "元/家"},
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],
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},
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# IT服务版 — 收入
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{
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"name": "收入预测（IT服务版）",
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"industry": "it",
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"category": "revenue",
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"formula_desc": "收入 = 计划新签客户数×平均合同额 + 续约客户数×续约率×平均合同额",
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"formula_text": "计划新签客户数×平均合同额+续约客户数×续约率×平均合同额",
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"factors": [
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{"key": "new_customers", "label": "计划新签客户数", "type": "number", "default": 36, "unit": "家/年"},
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{"key": "avg_contract_value", "label": "平均合同额", "type": "number", "default": 80000, "unit": "元/家"},
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{"key": "renewal_customers", "label": "续约客户数", "type": "number", "default": 260, "unit": "家"},
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{"key": "renewal_rate", "label": "续约率", "type": "percent", "default": 90, "unit": "%"},
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],
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},
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# IT服务版 — 销售费用
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{
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"name": "销售费用预算（IT服务版）",
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"industry": "it",
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"category": "expense",
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"formula_desc": "销售费用 = 新签客户数×平均获客成本 + 续约客户数×维护成本",
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"formula_text": "新签客户数×平均获客成本+续约客户数×维护成本",
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"factors": [
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{"key": "new_customers", "label": "计划新签客户数", "type": "number", "default": 36, "unit": "家/年"},
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{"key": "acquisition_cost", "label": "平均获客成本", "type": "number", "default": 3000, "unit": "元/家"},
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{"key": "renewal_customers", "label": "续约客户数", "type": "number", "default": 260, "unit": "家"},
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{"key": "maintenance_cost", "label": "维护成本", "type": "number", "default": 500, "unit": "元/家"},
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],
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},
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]
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# ──────────────────────────────────────────────
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# 模式切换
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# ──────────────────────────────────────────────
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@router.get("/mode")
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def get_driver_mode(db: Session = Depends(get_db)):
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"""获取当前预算编制模式: subject / driver"""
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cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_driver_mode").first()
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if not cfg:
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return {"mode": "subject", "label": "科目模式"}
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try:
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val = json.loads(cfg.config_value)
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except (json.JSONDecodeError, TypeError):
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val = {"mode": "subject"}
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return val
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@router.post("/mode")
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def set_driver_mode(
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""切换预算编制模式: subject(科目模式) / driver(驱动因子模式)"""
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mode = data.get("mode", "subject")
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if mode not in ("subject", "driver"):
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raise HTTPException(400, "模式必须是 subject 或 driver")
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cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_driver_mode").first()
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val = json.dumps({"mode": mode, "label": "驱动因子模式" if mode == "driver" else "科目模式"})
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if cfg:
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cfg.config_value = val
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else:
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cfg = SystemConfig(
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config_key="budget_driver_mode",
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config_value=val,
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description="预算编制模式: subject=科目模式, driver=驱动因子模式",
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)
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db.add(cfg)
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db.commit()
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log = OperationLog(
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action="update",
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target_type="budget",
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target_id=0,
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detail=json.dumps({"mode": mode, "action": "切换编制模式"}, ensure_ascii=False),
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)
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db.add(log)
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db.commit()
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return {"message": f"已切换为{'驱动因子模式' if mode == 'driver' else '科目模式'}", "mode": mode}
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# ──────────────────────────────────────────────
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# 模板管理
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# ──────────────────────────────────────────────
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@router.get("/templates")
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def list_driver_templates(
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industry: Optional[str] = Query(None, description="行业: general/trade/it"),
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category: Optional[str] = Query(None, description="类别: revenue/expense"),
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db: Session = Depends(get_db),
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):
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"""获取驱动因子模板列表（含预置模板）"""
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# 先从数据库读
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query = db.query(DriverFactorTemplate).filter(DriverFactorTemplate.is_active == 1)
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if industry:
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query = query.filter(DriverFactorTemplate.industry == industry)
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if category:
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query = query.filter(DriverFactorTemplate.category == category)
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db_templates = query.order_by(DriverFactorTemplate.id.asc()).all()
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# 合并预置模板（数据库没有则返回预置）
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if db_templates:
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result = []
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for t in db_templates:
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result.append({
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"id": t.id,
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"name": t.name,
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"industry": t.industry,
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"category": t.category,
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"formula_desc": t.formula_desc,
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"formula_text": t.formula_text,
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"factors": t.factors,
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"is_preset": False,
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})
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return {"data": result, "total": len(result)}
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else:
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# 返回预置模板
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filtered = PRESET_TEMPLATES
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if industry:
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filtered = [t for t in filtered if t["industry"] == industry]
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if category:
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filtered = [t for t in filtered if t["category"] == category]
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return {"data": filtered, "total": len(filtered)}
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@router.get("/industries")
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def list_driver_industries(db: Session = Depends(get_db)):
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"""获取行业包列表"""
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industries = [
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{"key": "general", "label": "通用模板", "icon": "📦"},
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{"key": "trade", "label": "贸易经销版", "icon": "🏪"},
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{"key": "it", "label": "IT服务版", "icon": "💻"},
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]
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return {"data": industries}
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# ──────────────────────────────────────────────
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# 驱动因子计算
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# ──────────────────────────────────────────────
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def _calculate_formula(formula_text: str, factors: dict, factor_defs: list) -> float:
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"""
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根据公式文本和驱动因子值计算预算。
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支持的运算: + - × * /
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公式文本中的因子名可以是key或label，函数会自动映射到值。
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"""
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# 替换 × 为 *
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expr = formula_text.replace("×", "*")
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# 构建变量映射：key -> value, label -> value
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factor_map = {}
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for fd in factor_defs:
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key = fd["key"]
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val = factors.get(key, fd.get("default", 0))
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if fd.get("type") == "percent":
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val = float(val) / 100.0
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else:
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val = float(val)
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factor_map[key] = val
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# 也映射 label（中文名）
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factor_map[fd["label"]] = val
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# 按长度降序替换，避免短名被错误替换
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sorted_names = sorted(factor_map.keys(), key=len, reverse=True)
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for name in sorted_names:
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expr = expr.replace(name, str(factor_map[name]))
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try:
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result = eval(expr, {"__builtins__": {}}, {})
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return round(float(result), 2)
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except Exception as e:
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raise HTTPException(400, f"公式计算失败: {expr}, 错误: {str(e)}")
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@router.post("/calculate")
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def driver_calculate(
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""
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驱动因子计算预算。
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接收驱动因子值，自动按公式计算预算结果。
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如果指定了 template_id，使用模板的公式和因子定义。
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否则使用 data.name, data.formula_text, data.factors 中的因子定义。
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"""
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template_id = data.get("template_id")
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factors_input = data.get("factors", {}) # {key: value}
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period = data.get("period", datetime.now().strftime("%Y-%m"))
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# 获取模板
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formula_text = None
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factor_defs = []
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if template_id:
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template = db.query(DriverFactorTemplate).filter(
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DriverFactorTemplate.id == template_id,
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DriverFactorTemplate.is_active == 1,
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).first()
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if not template:
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# 检查预置模板
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if 1 <= template_id <= len(PRESET_TEMPLATES):
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preset = PRESET_TEMPLATES[template_id - 1]
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formula_text = preset["formula_text"]
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factor_defs = preset["factors"]
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name = preset["name"]
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industry = preset["industry"]
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else:
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raise HTTPException(404, "模板不存在")
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else:
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formula_text = template.formula_text
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factor_defs = template.factors
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name = template.name
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industry = template.industry
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else:
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name = data.get("name", "自定义驱动因子预算")
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industry = data.get("industry", "general")
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formula_text = data.get("formula_text")
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factor_defs = data.get("factor_defs", [])
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if not formula_text:
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raise HTTPException(400, "缺少 formula_text (公式文本)")
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if not factor_defs:
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raise HTTPException(400, "缺少 factor_defs (因子定义)")
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# 填充默认值
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complete_factors = {}
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for fd in factor_defs:
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key = fd["key"]
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val = factors_input.get(key)
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if val is None:
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val = fd.get("default", 0)
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complete_factors[key] = val
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# 计算结果
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result = _calculate_formula(formula_text, complete_factors, factor_defs)
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# 记录计算结果
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budget_record = DriverFactorBudget(
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name=name,
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industry=industry,
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template_id=template_id,
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factors=complete_factors,
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calculated_value=result,
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formula_text=formula_text,
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period=period,
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created_by=current_user.name if hasattr(current_user, "name") else "",
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)
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db.add(budget_record)
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db.commit()
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db.refresh(budget_record)
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# 记录操作日志
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log = OperationLog(
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action="calculate",
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target_type="budget",
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target_id=budget_record.id,
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detail=json.dumps({
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"name": name,
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"formula": formula_text,
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"factors": complete_factors,
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"result": result,
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}, ensure_ascii=False),
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)
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db.add(log)
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db.commit()
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# 计算原始因子信息（用于前端展示）
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factor_details = []
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for fd in factor_defs:
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key = fd["key"]
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factor_details.append({
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"key": key,
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"label": fd["label"],
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"value": complete_factors[key],
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"unit": fd.get("unit", ""),
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"type": fd.get("type", "number"),
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})
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return {
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"id": budget_record.id,
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"name": name,
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"industry": industry,
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"template_id": template_id,
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"formula_text": formula_text,
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"formula_desc": data.get("formula_desc", ""),
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"factors": factor_details,
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"calculated_value": result,
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"period": period,
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}
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# ──────────────────────────────────────────────
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# 敏感性分析
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# ──────────────────────────────────────────────
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@router.post("/sensitivity")
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def driver_sensitivity(
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""
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敏感性分析：对指定驱动因子做 ±10%、±20% 变动，显示预算变动。
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"""
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factors_input = data.get("factors", {})
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formula_text = data.get("formula_text")
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factor_defs = data.get("factor_defs", [])
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target_factor = data.get("target_factor") # 要分析的因子key，不指定则分析所有因子
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if not formula_text or not factor_defs:
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raise HTTPException(400, "缺少 formula_text 或 factor_defs")
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# 计算基准值
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base_result = _calculate_formula(formula_text, factors_input, factor_defs)
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# 敏感性分析
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sensitivity_results = []
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factors_to_analyze = factor_defs
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if target_factor:
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factors_to_analyze = [fd for fd in factor_defs if fd["key"] == target_factor]
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if not factors_to_analyze:
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raise HTTPException(404, f"未找到因子: {target_factor}")
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for fd in factors_to_analyze:
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key = fd["key"]
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base_val = factors_input.get(key, fd.get("default", 0))
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variations = []
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for pct_change in [-20, -10, 10, 20]:
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if fd.get("type") == "percent":
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# 百分比因子：变动比例直接加在百分比上
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changed_val = base_val * (1 + pct_change / 100.0)
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else:
|
||||
changed_val = base_val * (1 + pct_change / 100.0)
|
||||
|
||||
test_factors = dict(factors_input)
|
||||
test_factors[key] = round(changed_val, 2)
|
||||
try:
|
||||
new_result = _calculate_formula(formula_text, test_factors, factor_defs)
|
||||
delta = round(new_result - base_result, 2)
|
||||
delta_pct = round((delta / base_result * 100) if base_result != 0 else 0, 2)
|
||||
variations.append({
|
||||
"change_pct": pct_change,
|
||||
"factor_value": round(changed_val, 2),
|
||||
"budget_result": new_result,
|
||||
"delta": delta,
|
||||
"delta_pct": delta_pct,
|
||||
})
|
||||
except Exception:
|
||||
variations.append({
|
||||
"change_pct": pct_change,
|
||||
"factor_value": round(changed_val, 2),
|
||||
"budget_result": None,
|
||||
"delta": None,
|
||||
"delta_pct": None,
|
||||
"error": "计算失败",
|
||||
})
|
||||
|
||||
sensitivity_results.append({
|
||||
"factor_key": key,
|
||||
"factor_label": fd["label"],
|
||||
"base_value": base_val,
|
||||
"unit": fd.get("unit", ""),
|
||||
"type": fd.get("type", "number"),
|
||||
"variations": variations,
|
||||
})
|
||||
|
||||
return {
|
||||
"base_value": base_result,
|
||||
"formula_text": formula_text,
|
||||
"sensitivity": sensitivity_results,
|
||||
}
|
||||
|
||||
|
||||
# ──────────────────────────────────────────────
|
||||
# 历史记录
|
||||
# ──────────────────────────────────────────────
|
||||
|
||||
@router.get("/history")
|
||||
def list_driver_history(
|
||||
limit: int = Query(50, ge=1, le=200),
|
||||
db: Session = Depends(get_db),
|
||||
):
|
||||
"""查看最近的驱动因子预算计算记录"""
|
||||
records = db.query(DriverFactorBudget).order_by(
|
||||
DriverFactorBudget.created_at.desc()
|
||||
).limit(limit).all()
|
||||
|
||||
result = []
|
||||
for r in records:
|
||||
result.append({
|
||||
"id": r.id,
|
||||
"name": r.name,
|
||||
"industry": r.industry,
|
||||
"factors": r.factors,
|
||||
"calculated_value": r.calculated_value,
|
||||
"formula_text": r.formula_text,
|
||||
"period": r.period,
|
||||
"created_at": r.created_at.isoformat() if r.created_at else None,
|
||||
})
|
||||
return {"data": result, "total": len(result)}
|
||||
+2
-1
@@ -5,7 +5,7 @@ from fastapi.middleware.cors import CORSMiddleware
|
||||
from fastapi.responses import JSONResponse
|
||||
from dotenv import load_dotenv
|
||||
from app.database import init_db
|
||||
from app.api import auth, kpis, templates, maps, dashboard, data, alerts, ai_analysis, alert_rules, users, thresholds, notifications, permissions, action_plans, alignment, org, objectives, versions, budget, cost, predict, reports, security, knowledge, bot_bridge, customer_dashboard, deviation_push, budget_generate, knowledge_articles, kpi_causality, data_quality, bi_reports, entities, bsc_layers, okr, okr_templates, subjects
|
||||
from app.api import auth, kpis, templates, maps, dashboard, data, alerts, ai_analysis, alert_rules, users, thresholds, notifications, permissions, action_plans, alignment, org, objectives, versions, budget, cost, predict, reports, security, knowledge, bot_bridge, customer_dashboard, deviation_push, budget_generate, knowledge_articles, kpi_causality, data_quality, bi_reports, entities, bsc_layers, okr, okr_templates, subjects, driver_budget
|
||||
from app.utils.cache import clear_all as clear_cache, delete as delete_cache
|
||||
from scripts.erp_sync import run_sync as run_erp_sync
|
||||
from app.auth_middleware import require_auth
|
||||
@@ -67,6 +67,7 @@ app.include_router(bsc_layers.router)
|
||||
app.include_router(okr.router)
|
||||
app.include_router(okr_templates.router)
|
||||
app.include_router(subjects.router)
|
||||
app.include_router(driver_budget.router)
|
||||
|
||||
@app.exception_handler(Exception)
|
||||
async def global_exception_handler(request: Request, exc: Exception):
|
||||
|
||||
@@ -5,6 +5,7 @@ from app.database import Base
|
||||
from app.models.budget_plan import BudgetPlan
|
||||
from app.models.cost_model import StandardCost, ActualCost, AbcActivity, AbcAllocation
|
||||
from app.models.knowledge import KnowledgeEvent, KnowledgeSummary
|
||||
from app.models.driver_budget import DriverFactorTemplate, DriverFactorBudget
|
||||
|
||||
|
||||
class Entity(Base):
|
||||
|
||||
@@ -0,0 +1,35 @@
|
||||
"""驱动因子预算模型 — 业务驱动因子 vs 科目模式"""
|
||||
from sqlalchemy import Column, Integer, String, Float, DateTime, Text, JSON, func
|
||||
from app.database import Base
|
||||
|
||||
|
||||
class DriverFactorTemplate(Base):
|
||||
"""驱动因子模板 — 通用/行业版本"""
|
||||
__tablename__ = "driver_factor_templates"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String(200), nullable=False, comment="模板名称")
|
||||
industry = Column(String(50), default="general", comment="行业标签: general/trade/it")
|
||||
category = Column(String(50), default="revenue", comment="类别: revenue/expense")
|
||||
formula_desc = Column(String(500), nullable=True, comment="公式说明")
|
||||
formula_text = Column(String(500), nullable=False, comment="公式文本, 如: 客户数×客单价")
|
||||
factors = Column(JSON, nullable=False, comment="驱动因子列表")
|
||||
is_active = Column(Integer, default=1, comment="是否启用")
|
||||
created_at = Column(DateTime, server_default=func.now())
|
||||
|
||||
|
||||
class DriverFactorBudget(Base):
|
||||
"""驱动因子预算计算结果"""
|
||||
__tablename__ = "driver_factor_budgets"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String(200), nullable=False, comment="预算项名称")
|
||||
industry = Column(String(50), default="general", comment="行业标签")
|
||||
template_id = Column(Integer, nullable=True, comment="关联模板ID")
|
||||
factors = Column(JSON, nullable=False, comment="驱动因子键值对")
|
||||
calculated_value = Column(Float, nullable=False, comment="计算结果")
|
||||
formula_text = Column(String(500), nullable=True, comment="公式文本")
|
||||
period = Column(String(20), nullable=True, comment="期间")
|
||||
sensitivity = Column(JSON, nullable=True, comment="敏感性分析结果")
|
||||
created_by = Column(String(100), nullable=True)
|
||||
created_at = Column(DateTime, server_default=func.now())
|
||||
Vendored
+1
@@ -13,6 +13,7 @@ declare module 'vue' {
|
||||
export interface GlobalComponents {
|
||||
BulletChart: typeof import('./src/components/charts/BulletChart.vue')['default']
|
||||
ConnectionLines: typeof import('./src/components/strategy/ConnectionLines.vue')['default']
|
||||
DriverFactorBudget: typeof import('./src/components/DriverFactorBudget.vue')['default']
|
||||
ElAlert: typeof import('element-plus/es')['ElAlert']
|
||||
ElAside: typeof import('element-plus/es')['ElAside']
|
||||
ElButton: typeof import('element-plus/es')['ElButton']
|
||||
|
||||
@@ -199,6 +199,21 @@ export const deviationPushApi = {
|
||||
getMapNodes: (mapId: number) => api.get(`/deviation-push/map-nodes/${mapId}`),
|
||||
}
|
||||
|
||||
export const driverBudgetApi = {
|
||||
// 驱动因子模式切换
|
||||
getMode: () => api.get('/budget/driver/mode'),
|
||||
setMode: (data: any) => api.post('/budget/driver/mode', data),
|
||||
// 行业包
|
||||
getIndustries: () => api.get('/budget/driver/industries'),
|
||||
getTemplates: (params?: any) => api.get('/budget/driver/templates', { params }),
|
||||
// 驱动因子计算
|
||||
calculate: (data: any) => api.post('/budget/driver/calculate', data),
|
||||
// 敏感性分析
|
||||
sensitivity: (data: any) => api.post('/budget/driver/sensitivity', data),
|
||||
// 历史记录
|
||||
getHistory: (params?: any) => api.get('/budget/driver/history', { params }),
|
||||
}
|
||||
|
||||
export const budgetGenerateApi = {
|
||||
getCandidates: () => api.get('/budget/kpi-budget-candidates'),
|
||||
generateFromKpis: (data: any) => api.post('/budget/generate-from-kpis', data),
|
||||
|
||||
@@ -0,0 +1,392 @@
|
||||
<template>
|
||||
<div v-if="!enableDriver" class="subject-mode-hint">
|
||||
<el-empty description="当前为科目模式，请切换至驱动因子模式体验基于业务驱动的预算编制">
|
||||
<el-button type="primary" @click="switchToDriverMode">切换到驱动因子模式</el-button>
|
||||
</el-empty>
|
||||
</div>
|
||||
<div v-else>
|
||||
<!-- 模式切换条 -->
|
||||
<div style="display:flex;align-items:center;gap:12px;margin-bottom:16px;padding:12px 16px;background:#f0f9ff;border-radius:8px;border:1px solid #b3d8ff;">
|
||||
<span style="font-weight:600;color:#409eff;">📊 驱动因子模式</span>
|
||||
<span style="font-size:12px;color:#909399;">按业务逻辑编预算 — 调因子→系统自动重算</span>
|
||||
<el-button size="small" style="margin-left:auto;" @click="switchToSubjectMode">切回科目模式</el-button>
|
||||
</div>
|
||||
|
||||
<el-row :gutter="16">
|
||||
<!-- 左侧：行业包 + 因子输入 -->
|
||||
<el-col :span="16">
|
||||
<!-- 行业选择 -->
|
||||
<el-card shadow="hover" style="margin-bottom:16px;">
|
||||
<template #header><span><strong>行业驱动因子包</strong> <span style="font-size:12px;color:#999;">选择行业后加载预设模板</span></span></template>
|
||||
<div style="display:flex;gap:12px;flex-wrap:wrap;">
|
||||
<div v-for="ind in industries" :key="ind.key"
|
||||
:class="['industry-card', { selected: selectedIndustry === ind.key }]"
|
||||
@click="onIndustrySelect(ind.key)"
|
||||
style="flex:1;min-width:140px;border:2px solid #e8e8e8;border-radius:10px;padding:14px;cursor:pointer;text-align:center;transition:all .2s;">
|
||||
<div style="font-size:28px;margin-bottom:6px;">{{ ind.icon }}</div>
|
||||
<div style="font-weight:600;font-size:14px;">{{ ind.label }}</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 模板切换（选择后显示） -->
|
||||
<div v-if="templates.length > 0" style="margin-top:16px;display:flex;gap:8px;flex-wrap:wrap;">
|
||||
<span style="font-size:13px;color:#909399;line-height:32px;margin-right:4px;">预算模板：</span>
|
||||
<el-tag v-for="tpl in templates" :key="tpl.name"
|
||||
:type="selectedTemplate?.name === tpl.name ? 'primary' : 'info'"
|
||||
effect="plain"
|
||||
style="cursor:pointer;"
|
||||
@click="onTemplateSelect(tpl)">
|
||||
{{ tpl.category === 'revenue' ? '💰 ' : '💸 ' }}{{ tpl.name }}
|
||||
</el-tag>
|
||||
</div>
|
||||
|
||||
<!-- 手动输入公式区 -->
|
||||
<div v-if="!selectedTemplate" style="margin-top:12px;">
|
||||
<el-alert title="请先选择行业包和预算模板，或自行输入公式" type="info" show-icon :closable="false" />
|
||||
</div>
|
||||
</el-card>
|
||||
|
||||
<!-- 因子输入表单 -->
|
||||
<el-card v-if="selectedTemplate" shadow="hover" style="margin-bottom:16px;">
|
||||
<template #header>
|
||||
<div style="display:flex;justify-content:space-between;align-items:center;">
|
||||
<span><strong>📝 {{ selectedTemplate.name }}</strong></span>
|
||||
<el-tag type="success" effect="plain">{{ selectedTemplate.formula_desc }}</el-tag>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<el-form label-width="160px" size="default">
|
||||
<el-form-item v-for="fd in selectedTemplate.factors" :key="fd.key" :label="fd.label">
|
||||
<div style="display:flex;align-items:center;gap:8px;width:100%;">
|
||||
<el-input-number
|
||||
v-model="factorValues[fd.key]"
|
||||
:default-value="fd.default"
|
||||
:min="0"
|
||||
:step="fd.type === 'percent' ? 1 : 100"
|
||||
:precision="fd.type === 'percent' ? 0 : 0"
|
||||
controls-position="right"
|
||||
style="width:200px;"
|
||||
@change="onFactorChange"
|
||||
/>
|
||||
<span style="color:#909399;font-size:13px;">{{ fd.unit }}</span>
|
||||
<el-tag v-if="fd.type === 'percent'" size="small" type="warning" effect="plain">百分比</el-tag>
|
||||
</div>
|
||||
</el-form-item>
|
||||
</el-form>
|
||||
|
||||
<div style="display:flex;gap:12px;margin-top:12px;">
|
||||
<el-button type="primary" size="large" @click="doCalculate" :loading="calculating" style="flex:1;">
|
||||
🧮 计算预算 — {{ selectedTemplate.name }}
|
||||
</el-button>
|
||||
</div>
|
||||
|
||||
<!-- 计算结果 -->
|
||||
<div v-if="calculationResult !== null" style="margin-top:16px;padding:16px;background:#f0f9ff;border-radius:8px;border:1px solid #b3d8ff;">
|
||||
<div style="display:flex;align-items:center;justify-content:space-between;">
|
||||
<div>
|
||||
<div style="font-size:13px;color:#909399;">{{ selectedTemplate.formula_desc }}</div>
|
||||
<div style="font-size:32px;font-weight:700;color:#409eff;margin-top:4px;">
|
||||
{{ formatMoney(calculationResult) }}
|
||||
<span style="font-size:14px;font-weight:400;color:#999;"> 元</span>
|
||||
</div>
|
||||
</div>
|
||||
<div style="text-align:right;">
|
||||
<div style="font-size:12px;color:#999;">驱动因子详情</div>
|
||||
<div style="font-size:13px;margin-top:4px;">
|
||||
<span v-for="(val, key) in factorValues" :key="key" style="margin:0 4px;background:#e6f7ff;padding:2px 8px;border-radius:12px;white-space:nowrap;display:inline-block;">
|
||||
{{ getFactorLabel(key) }}: {{ val }}{{ getFactorUnit(key) }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</el-card>
|
||||
|
||||
<!-- 计算历史 -->
|
||||
<el-card v-if="history.length > 0" shadow="hover">
|
||||
<template #header><span>📋 最近计算记录</span></template>
|
||||
<el-table :data="history.slice(0, 5)" border stripe size="small" style="width:100%;">
|
||||
<el-table-column prop="name" label="预算项" min-width="140" />
|
||||
<el-table-column prop="calculated_value" label="结果" width="140">
|
||||
<template #default="{ row }">{{ formatMoney(row.calculated_value) }}</template>
|
||||
</el-table-column>
|
||||
<el-table-column prop="period" label="期间" width="90" />
|
||||
<el-table-column prop="created_at" label="时间" width="150" />
|
||||
</el-table>
|
||||
</el-card>
|
||||
</el-col>
|
||||
|
||||
<!-- 右侧：敏感性分析 -->
|
||||
<el-col :span="8">
|
||||
<el-card v-if="sensitivityData.length > 0" shadow="hover">
|
||||
<template #header>
|
||||
<div style="display:flex;justify-content:space-between;align-items:center;">
|
||||
<span><strong>🎯 敏感性分析</strong></span>
|
||||
<el-tag size="small" type="warning">调任意因子→自动重算</el-tag>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<div style="margin-bottom:12px;font-size:13px;color:#606266;">
|
||||
基准预算：<strong style="color:#409eff;font-size:18px;">{{ formatMoney(baseSensitivityValue) }}</strong> 元
|
||||
</div>
|
||||
|
||||
<div v-for="s in sensitivityData" :key="s.factor_key" style="margin-bottom:20px;border:1px solid #ebeef5;border-radius:8px;padding:12px;">
|
||||
<div style="font-weight:600;font-size:13px;margin-bottom:8px;">
|
||||
{{ s.factor_label }} <span style="font-weight:400;color:#999;">(基准: {{ s.base_value }}{{ s.unit }})</span>
|
||||
</div>
|
||||
|
||||
<!-- 弹性系数 -->
|
||||
<div style="margin-bottom:8px;display:flex;align-items:center;gap:8px;">
|
||||
<span style="font-size:12px;color:#909399;">弹性系数：</span>
|
||||
<el-tag size="small" :type="Math.abs(s.elasticity || 0) > 1 ? 'danger' : 'success'">
|
||||
{{ s.elasticity != null ? s.elasticity.toFixed(2) : '--' }}
|
||||
</el-tag>
|
||||
</div>
|
||||
|
||||
<!-- 变动条 -->
|
||||
<div v-for="v in s.variations" :key="v.change_pct" style="display:flex;align-items:center;gap:8px;margin-bottom:6px;">
|
||||
<div style="width:60px;font-size:12px;color:#909399;text-align:right;">
|
||||
<span v-if="v.change_pct > 0" style="color:#f56c6c;">+{{ v.change_pct }}%</span>
|
||||
<span v-else style="color:#67c23a;">{{ v.change_pct }}%</span>
|
||||
</div>
|
||||
<div style="flex:1;height:18px;background:#f0f0f0;border-radius:4px;overflow:hidden;position:relative;">
|
||||
<div :style="{
|
||||
height: '100%',
|
||||
width: Math.min(Math.abs(v.delta_pct || 0) * 3, 100) + '%',
|
||||
background: v.delta_pct > 0 ? '#f56c6c' : '#67c23a',
|
||||
borderRadius: '4px',
|
||||
transition: 'width .3s',
|
||||
opacity: 0.7
|
||||
}"></div>
|
||||
<span style="position:absolute;right:4px;top:0;font-size:11px;line-height:18px;">
|
||||
{{ formatMoney(v.budget_result) }}
|
||||
</span>
|
||||
</div>
|
||||
<div style="width:70px;font-size:11px;text-align:right;">
|
||||
<span :style="{color: v.delta_pct > 0 ? '#f56c6c' : v.delta_pct < 0 ? '#67c23a' : '#999'}">
|
||||
{{ v.delta > 0 ? '+' : '' }}{{ formatMoney(v.delta) }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<el-alert
|
||||
title="提示：调整左侧任意因子数值，点击「计算预算」后自动更新敏感性分析"
|
||||
type="info"
|
||||
show-icon
|
||||
:closable="false"
|
||||
style="margin-top:8px;"
|
||||
/>
|
||||
</el-card>
|
||||
|
||||
<el-card v-else shadow="hover" style="margin-bottom:16px;">
|
||||
<template #header><span><strong>🎯 敏感性分析</strong></span></template>
|
||||
<el-empty description="请先选择行业模板并计算预算" :image-size="60" />
|
||||
</el-card>
|
||||
</el-col>
|
||||
</el-row>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<script setup lang="ts">
|
||||
import { ref, reactive, onMounted } from 'vue'
|
||||
import { ElMessage } from 'element-plus'
|
||||
import { driverBudgetApi } from '../api/index'
|
||||
|
||||
const enableDriver = ref(false)
|
||||
const loading = ref(false)
|
||||
const calculating = ref(false)
|
||||
const selectedIndustry = ref('general')
|
||||
const selectedTemplate = ref<any>(null)
|
||||
const industries = ref<any[]>([])
|
||||
const templates = ref<any[]>([])
|
||||
const factorValues = reactive<Record<string, number>>({})
|
||||
const calculationResult = ref<number | null>(null)
|
||||
const sensitivityData = ref<any[]>([])
|
||||
const baseSensitivityValue = ref(0)
|
||||
const history = ref<any[]>([])
|
||||
|
||||
// 加载模式
|
||||
async function loadMode() {
|
||||
try {
|
||||
const r: any = await driverBudgetApi.getMode()
|
||||
enableDriver.value = r.mode === 'driver'
|
||||
} catch {
|
||||
enableDriver.value = false
|
||||
}
|
||||
}
|
||||
|
||||
async function switchToDriverMode() {
|
||||
try {
|
||||
await driverBudgetApi.setMode({ mode: 'driver' })
|
||||
enableDriver.value = true
|
||||
ElMessage.success('已切换到驱动因子模式')
|
||||
loadIndustries()
|
||||
} catch (e: any) {
|
||||
ElMessage.error(e?.response?.data?.detail || '切换失败')
|
||||
}
|
||||
}
|
||||
|
||||
async function switchToSubjectMode() {
|
||||
try {
|
||||
await driverBudgetApi.setMode({ mode: 'subject' })
|
||||
enableDriver.value = false
|
||||
ElMessage.success('已切换到科目模式')
|
||||
} catch (e: any) {
|
||||
ElMessage.error(e?.response?.data?.detail || '切换失败')
|
||||
}
|
||||
}
|
||||
|
||||
// 加载行业包
|
||||
async function loadIndustries() {
|
||||
try {
|
||||
const r: any = await driverBudgetApi.getIndustries()
|
||||
industries.value = r.data || []
|
||||
if (industries.value.length > 0) {
|
||||
selectedIndustry.value = industries.value[0].key
|
||||
loadTemplates()
|
||||
}
|
||||
} catch {
|
||||
industries.value = [
|
||||
{ key: 'general', label: '通用模板', icon: '📦' },
|
||||
{ key: 'trade', label: '贸易经销版', icon: '🏪' },
|
||||
{ key: 'it', label: 'IT服务版', icon: '💻' },
|
||||
]
|
||||
loadTemplates()
|
||||
}
|
||||
}
|
||||
|
||||
// 加载模板
|
||||
async function loadTemplates() {
|
||||
templates.value = []
|
||||
selectedTemplate.value = null
|
||||
try {
|
||||
const r: any = await driverBudgetApi.getTemplates({ industry: selectedIndustry.value })
|
||||
templates.value = r.data || []
|
||||
if (templates.value.length > 0) {
|
||||
onTemplateSelect(templates.value[0])
|
||||
}
|
||||
} catch {
|
||||
templates.value = []
|
||||
}
|
||||
}
|
||||
|
||||
function onIndustrySelect(key: string) {
|
||||
selectedIndustry.value = key
|
||||
calculationResult.value = null
|
||||
sensitivityData.value = []
|
||||
loadTemplates()
|
||||
}
|
||||
|
||||
function onTemplateSelect(tpl: any) {
|
||||
selectedTemplate.value = tpl
|
||||
calculationResult.value = null
|
||||
sensitivityData.value = []
|
||||
|
||||
// 初始化因子值
|
||||
Object.keys(factorValues).forEach(k => delete factorValues[k])
|
||||
for (const fd of tpl.factors) {
|
||||
factorValues[fd.key] = fd.default ?? 0
|
||||
}
|
||||
}
|
||||
|
||||
function getFactorLabel(key: string): string {
|
||||
if (!selectedTemplate.value) return key
|
||||
const fd = selectedTemplate.value.factors.find((f: any) => f.key === key)
|
||||
return fd?.label || key
|
||||
}
|
||||
|
||||
function getFactorUnit(key: string): string {
|
||||
if (!selectedTemplate.value) return ''
|
||||
const fd = selectedTemplate.value.factors.find((f: any) => f.key === key)
|
||||
return fd?.unit || ''
|
||||
}
|
||||
|
||||
function onFactorChange() {
|
||||
// 实时预览不自动计算
|
||||
}
|
||||
|
||||
async function doCalculate() {
|
||||
if (!selectedTemplate.value) return
|
||||
calculating.value = true
|
||||
|
||||
try {
|
||||
const factorsObj: Record<string, number> = {}
|
||||
for (const key of Object.keys(factorValues)) {
|
||||
factorsObj[key] = factorValues[key]
|
||||
}
|
||||
|
||||
// 主计算
|
||||
const calcResult: any = await driverBudgetApi.calculate({
|
||||
template_id: null,
|
||||
name: selectedTemplate.value.name,
|
||||
industry: selectedIndustry.value,
|
||||
formula_text: selectedTemplate.value.formula_text,
|
||||
formula_desc: selectedTemplate.value.formula_desc,
|
||||
factor_defs: selectedTemplate.value.factors,
|
||||
factors: factorsObj,
|
||||
period: `${new Date().getFullYear()}-${String(new Date().getMonth() + 1).padStart(2, '0')}`,
|
||||
})
|
||||
calculationResult.value = calcResult.calculated_value
|
||||
|
||||
// 敏感性分析
|
||||
const sensResult: any = await driverBudgetApi.sensitivity({
|
||||
factors: factorsObj,
|
||||
formula_text: selectedTemplate.value.formula_text,
|
||||
factor_defs: selectedTemplate.value.factors,
|
||||
})
|
||||
sensitivityData.value = sensResult.sensitivity || []
|
||||
baseSensitivityValue.value = sensResult.base_value
|
||||
|
||||
ElMessage.success(`预算计算结果：${formatMoney(calcResult.calculated_value)} 元`)
|
||||
loadHistory()
|
||||
} catch (e: any) {
|
||||
ElMessage.error(e?.response?.data?.detail || e?.message || '计算失败')
|
||||
}
|
||||
calculating.value = false
|
||||
}
|
||||
|
||||
// 加载历史
|
||||
async function loadHistory() {
|
||||
try {
|
||||
const r: any = await driverBudgetApi.getHistory()
|
||||
history.value = r.data || []
|
||||
} catch {
|
||||
history.value = []
|
||||
}
|
||||
}
|
||||
|
||||
function formatMoney(v: any): string {
|
||||
if (v === null || v === undefined) return '--'
|
||||
const n = Number(v)
|
||||
if (Math.abs(n) >= 10000) {
|
||||
return (n / 10000).toFixed(2) + '万'
|
||||
}
|
||||
return n.toLocaleString('zh-CN')
|
||||
}
|
||||
|
||||
onMounted(() => {
|
||||
loadMode()
|
||||
})
|
||||
</script>
|
||||
|
||||
<style scoped>
|
||||
.industry-card {
|
||||
transition: all 0.2s;
|
||||
}
|
||||
.industry-card:hover {
|
||||
border-color: #409eff;
|
||||
box-shadow: 0 2px 8px rgba(64,158,255,0.15);
|
||||
}
|
||||
.industry-card.selected {
|
||||
border-color: #409eff;
|
||||
background: #ecf5ff;
|
||||
box-shadow: 0 2px 8px rgba(64,158,255,0.2);
|
||||
}
|
||||
:deep(.el-form-item) {
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
.subject-mode-hint {
|
||||
padding: 60px 0;
|
||||
}
|
||||
</style>
|
||||
@@ -238,6 +238,10 @@
|
||||
</div>
|
||||
</el-tab-pane>
|
||||
|
||||
<el-tab-pane label="驱动因子预算" name="driver">
|
||||
<DriverFactorBudget />
|
||||
</el-tab-pane>
|
||||
|
||||
<el-tab-pane label="持续规划" name="rolling">
|
||||
<el-tabs v-model="rollingTab" type="border-card" style="margin-top:4px;">
|
||||
<el-tab-pane label="实际vs预测对比" name="comparison">
|
||||
@@ -428,6 +432,7 @@ import { ref, onMounted, computed, watch, nextTick } from 'vue'
|
||||
import { ElMessage, ElMessageBox } from 'element-plus'
|
||||
import { budgetApi, kpiApi, mapApi, actionPlanApi } from '../api/index'
|
||||
import MyDialog from '../components/MyDialog.vue'
|
||||
import DriverFactorBudget from '../components/DriverFactorBudget.vue'
|
||||
|
||||
const activeTab = ref('input')
|
||||
const currentYear = new Date().getFullYear()
|
||||
@@ -897,6 +902,9 @@ watch(activeTab, (tab) => {
|
||||
else if (tab === 'versions') loadVersions()
|
||||
else if (tab === 'execution') loadExecutionReport()
|
||||
else if (tab === 'method') refreshMethodComparison()
|
||||
else if (tab === 'driver') {
|
||||
// DriverFactorBudget handles its own loading on mount
|
||||
}
|
||||
else if (tab === 'rolling') {
|
||||
loadComparison()
|
||||
loadDeviationAlerts()
|
||||
|
||||
Reference in New Issue
Block a user