From 2923e54366712a9f1aa6ed2c3e80b7b625690000 Mon Sep 17 00:00:00 2001 From: Hermes CI Fix Date: Wed, 22 Jul 2026 12:58:04 +0800 Subject: [PATCH] =?UTF-8?q?feat:=20=E9=A9=B1=E5=8A=A8=E5=9B=A0=E5=AD=90?= =?UTF-8?q?=E8=AE=A1=E5=88=92=20=E2=80=94=20=E6=A8=A1=E5=BC=8F=E5=88=87?= =?UTF-8?q?=E6=8D=A2+=E8=A1=8C=E4=B8=9A=E5=8C=85+=E6=95=8F=E6=84=9F?= =?UTF-8?q?=E6=80=A7=E5=88=86=E6=9E=90?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- backend/app/api/driver_budget.py | 478 ++++++++++++++++++ backend/app/main.py | 3 +- backend/app/models/__init__.py | 1 + backend/app/models/driver_budget.py | 35 ++ frontend/components.d.ts | 1 + frontend/src/api/index.ts | 15 + .../src/components/DriverFactorBudget.vue | 392 ++++++++++++++ frontend/src/views/BudgetManagement.vue | 8 + 8 files changed, 932 insertions(+), 1 deletion(-) create mode 100644 backend/app/api/driver_budget.py create mode 100644 backend/app/models/driver_budget.py create mode 100644 frontend/src/components/DriverFactorBudget.vue diff --git a/backend/app/api/driver_budget.py b/backend/app/api/driver_budget.py new file mode 100644 index 00000000..6b4324d8 --- /dev/null +++ b/backend/app/api/driver_budget.py @@ -0,0 +1,478 @@ +"""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""" +import json +import math +from fastapi import APIRouter, Depends, HTTPException, Query +from sqlalchemy.orm import Session +from typing import Optional, List +from datetime import datetime + +from app.database import get_db +from app.auth_middleware import require_auth, require_role +from app.models import SystemConfig, OperationLog +from app.models.driver_budget import DriverFactorTemplate, DriverFactorBudget + +router = APIRouter( + prefix="/api/cma/budget/driver", + tags=["驱动因子预算"], + dependencies=[Depends(require_role("ceo", "finance", "it"))], +) + + +# ────────────────────────────────────────────── +# 模板预置数据 +# ────────────────────────────────────────────── + +PRESET_TEMPLATES = [ + # 通用收入模板 + { + "name": "收入预测（通用）", + "industry": "general", + "category": "revenue", + "formula_desc": "收入 = 客户数 × 客单价", + "formula_text": "客户数×客单价", + "factors": [ + {"key": "customer_count", "label": "客户数", "type": "number", "default": 100, "unit": "家"}, + {"key": "avg_price", "label": "客单价", "type": "number", "default": 50000, "unit": "元/家"}, + ], + }, + # 通用费用模板 + { + "name": "费用预测（通用）", + "industry": "general", + "category": "expense", + "formula_desc": "费用 = 人数 × 人均成本", + "formula_text": "人数×人均成本", + "factors": [ + {"key": "headcount", "label": "人数", "type": "number", "default": 50, "unit": "人"}, + {"key": "avg_cost_per_head", "label": "人均成本", "type": "number", "default": 8000, "unit": "元/人"}, + ], + }, + # 贸易经销版 — 渠补预算 + { + "name": "渠补预算（贸易经销版）", + "industry": "trade", + "category": "expense", + "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", + "formula_text": "计划维护渠道数×平均渠补率×平均渠道交易额", + "factors": [ + {"key": "channel_count", "label": "计划维护渠道数", "type": "number", "default": 80, "unit": "家"}, + {"key": "channel_subsidy_rate", "label": "平均渠补率", "type": "percent", "default": 75, "unit": "%"}, + {"key": "avg_transaction", "label": "平均渠道交易额", "type": "number", "default": 150000, "unit": "元/家"}, + ], + }, + # 贸易经销版 — 收入预测 + { + "name": "收入预测（贸易经销版）", + "industry": "trade", + "category": "revenue", + "formula_desc": "收入 = 渠道数 × 平均交易额", + "formula_text": "渠道数×平均交易额", + "factors": [ + {"key": "channel_count", "label": "渠道数", "type": "number", "default": 80, "unit": "家"}, + {"key": "avg_transaction", "label": "平均交易额", "type": "number", "default": 150000, "unit": "元/家"}, + ], + }, + # IT服务版 — 收入 + { + "name": "收入预测（IT服务版）", + "industry": "it", + "category": "revenue", + "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", + "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", + "factors": [ + {"key": "new_customers", "label": "计划新签客户数", "type": "number", "default": 36, "unit": "家/年"}, + {"key": "avg_contract_value", "label": "平均合同额", "type": "number", "default": 80000, "unit": "元/家"}, + {"key": "renewal_customers", "label": "续约客户数", "type": "number", "default": 260, "unit": "家"}, + {"key": "renewal_rate", "label": "续约率", "type": "percent", "default": 90, "unit": "%"}, + ], + }, + # IT服务版 — 销售费用 + { + "name": "销售费用预算（IT服务版）", + "industry": "it", + "category": "expense", + "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", + "formula_text": "新签客户数×平均获客成本+续约客户数×维护成本", + "factors": [ + {"key": "new_customers", "label": "计划新签客户数", "type": "number", "default": 36, "unit": "家/年"}, + {"key": "acquisition_cost", "label": "平均获客成本", "type": "number", "default": 3000, "unit": "元/家"}, + {"key": "renewal_customers", "label": "续约客户数", "type": "number", "default": 260, "unit": "家"}, + {"key": "maintenance_cost", "label": "维护成本", "type": "number", "default": 500, "unit": "元/家"}, + ], + }, +] + + +# ────────────────────────────────────────────── +# 模式切换 +# ────────────────────────────────────────────── + +@router.get("/mode") +def get_driver_mode(db: Session = Depends(get_db)): + """获取当前预算编制模式: subject / driver""" + cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_driver_mode").first() + if not cfg: + return {"mode": "subject", "label": "科目模式"} + try: + val = json.loads(cfg.config_value) + except (json.JSONDecodeError, TypeError): + val = {"mode": "subject"} + return val + + +@router.post("/mode") +def set_driver_mode( + data: dict, + db: Session = Depends(get_db), + current_user=Depends(require_auth), +): + """切换预算编制模式: subject(科目模式) / driver(驱动因子模式)""" + mode = data.get("mode", "subject") + if mode not in ("subject", "driver"): + raise HTTPException(400, "模式必须是 subject 或 driver") + + cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_driver_mode").first() + val = json.dumps({"mode": mode, "label": "驱动因子模式" if mode == "driver" else "科目模式"}) + if cfg: + cfg.config_value = val + else: + cfg = SystemConfig( + config_key="budget_driver_mode", + config_value=val, + description="预算编制模式: subject=科目模式, driver=驱动因子模式", + ) + db.add(cfg) + db.commit() + + log = OperationLog( + action="update", + target_type="budget", + target_id=0, + detail=json.dumps({"mode": mode, "action": "切换编制模式"}, ensure_ascii=False), + ) + db.add(log) + db.commit() + + return {"message": f"已切换为{'驱动因子模式' if mode == 'driver' else '科目模式'}", "mode": mode} + + +# ────────────────────────────────────────────── +# 模板管理 +# ────────────────────────────────────────────── + +@router.get("/templates") +def list_driver_templates( + industry: Optional[str] = Query(None, description="行业: general/trade/it"), + category: Optional[str] = Query(None, description="类别: revenue/expense"), + db: Session = Depends(get_db), +): + """获取驱动因子模板列表（含预置模板）""" + # 先从数据库读 + query = db.query(DriverFactorTemplate).filter(DriverFactorTemplate.is_active == 1) + if industry: + query = query.filter(DriverFactorTemplate.industry == industry) + if category: + query = query.filter(DriverFactorTemplate.category == category) + db_templates = query.order_by(DriverFactorTemplate.id.asc()).all() + + # 合并预置模板（数据库没有则返回预置） + if db_templates: + result = [] + for t in db_templates: + result.append({ + "id": t.id, + "name": t.name, + "industry": t.industry, + "category": t.category, + "formula_desc": t.formula_desc, + "formula_text": t.formula_text, + "factors": t.factors, + "is_preset": False, + }) + return {"data": result, "total": len(result)} + else: + # 返回预置模板 + filtered = PRESET_TEMPLATES + if industry: + filtered = [t for t in filtered if t["industry"] == industry] + if category: + filtered = [t for t in filtered if t["category"] == category] + return {"data": filtered, "total": len(filtered)} + + +@router.get("/industries") +def list_driver_industries(db: Session = Depends(get_db)): + """获取行业包列表""" + industries = [ + {"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": "💻"}, + ] + return {"data": industries} + + +# ────────────────────────────────────────────── +# 驱动因子计算 +# ────────────────────────────────────────────── + +def _calculate_formula(formula_text: str, factors: dict, factor_defs: list) -> float: + """ + 根据公式文本和驱动因子值计算预算。 + 支持的运算: + - × * / + 公式文本中的因子名可以是key或label，函数会自动映射到值。 + """ + # 替换 × 为 * + expr = formula_text.replace("×", "*") + + # 构建变量映射：key -> value, label -> value + factor_map = {} + for fd in factor_defs: + key = fd["key"] + val = factors.get(key, fd.get("default", 0)) + if fd.get("type") == "percent": + val = float(val) / 100.0 + else: + val = float(val) + factor_map[key] = val + # 也映射 label（中文名） + factor_map[fd["label"]] = val + + # 按长度降序替换，避免短名被错误替换 + sorted_names = sorted(factor_map.keys(), key=len, reverse=True) + for name in sorted_names: + expr = expr.replace(name, str(factor_map[name])) + + try: + result = eval(expr, {"__builtins__": {}}, {}) + return round(float(result), 2) + except Exception as e: + raise HTTPException(400, f"公式计算失败: {expr}, 错误: {str(e)}") + + +@router.post("/calculate") +def driver_calculate( + data: dict, + db: Session = Depends(get_db), + current_user=Depends(require_auth), +): + """ + 驱动因子计算预算。 + 接收驱动因子值，自动按公式计算预算结果。 + 如果指定了 template_id，使用模板的公式和因子定义。 + 否则使用 data.name, data.formula_text, data.factors 中的因子定义。 + """ + template_id = data.get("template_id") + factors_input = data.get("factors", {}) # {key: value} + period = data.get("period", datetime.now().strftime("%Y-%m")) + + # 获取模板 + formula_text = None + factor_defs = [] + + if template_id: + template = db.query(DriverFactorTemplate).filter( + DriverFactorTemplate.id == template_id, + DriverFactorTemplate.is_active == 1, + ).first() + if not template: + # 检查预置模板 + if 1 <= template_id <= len(PRESET_TEMPLATES): + preset = PRESET_TEMPLATES[template_id - 1] + formula_text = preset["formula_text"] + factor_defs = preset["factors"] + name = preset["name"] + industry = preset["industry"] + else: + raise HTTPException(404, "模板不存在") + else: + formula_text = template.formula_text + factor_defs = template.factors + name = template.name + industry = template.industry + else: + name = data.get("name", "自定义驱动因子预算") + industry = data.get("industry", "general") + formula_text = data.get("formula_text") + factor_defs = data.get("factor_defs", []) + if not formula_text: + raise HTTPException(400, "缺少 formula_text (公式文本)") + if not factor_defs: + raise HTTPException(400, "缺少 factor_defs (因子定义)") + + # 填充默认值 + complete_factors = {} + for fd in factor_defs: + key = fd["key"] + val = factors_input.get(key) + if val is None: + val = fd.get("default", 0) + complete_factors[key] = val + + # 计算结果 + result = _calculate_formula(formula_text, complete_factors, factor_defs) + + # 记录计算结果 + budget_record = DriverFactorBudget( + name=name, + industry=industry, + template_id=template_id, + factors=complete_factors, + calculated_value=result, + formula_text=formula_text, + period=period, + created_by=current_user.name if hasattr(current_user, "name") else "", + ) + db.add(budget_record) + db.commit() + db.refresh(budget_record) + + # 记录操作日志 + log = OperationLog( + action="calculate", + target_type="budget", + target_id=budget_record.id, + detail=json.dumps({ + "name": name, + "formula": formula_text, + "factors": complete_factors, + "result": result, + }, ensure_ascii=False), + ) + db.add(log) + db.commit() + + # 计算原始因子信息（用于前端展示） + factor_details = [] + for fd in factor_defs: + key = fd["key"] + factor_details.append({ + "key": key, + "label": fd["label"], + "value": complete_factors[key], + "unit": fd.get("unit", ""), + "type": fd.get("type", "number"), + }) + + return { + "id": budget_record.id, + "name": name, + "industry": industry, + "template_id": template_id, + "formula_text": formula_text, + "formula_desc": data.get("formula_desc", ""), + "factors": factor_details, + "calculated_value": result, + "period": period, + } + + +# ────────────────────────────────────────────── +# 敏感性分析 +# ────────────────────────────────────────────── + +@router.post("/sensitivity") +def driver_sensitivity( + data: dict, + db: Session = Depends(get_db), + current_user=Depends(require_auth), +): + """ + 敏感性分析：对指定驱动因子做 ±10%、±20% 变动，显示预算变动。 + """ + factors_input = data.get("factors", {}) + formula_text = data.get("formula_text") + factor_defs = data.get("factor_defs", []) + target_factor = data.get("target_factor") # 要分析的因子key，不指定则分析所有因子 + + if not formula_text or not factor_defs: + raise HTTPException(400, "缺少 formula_text 或 factor_defs") + + # 计算基准值 + base_result = _calculate_formula(formula_text, factors_input, factor_defs) + + # 敏感性分析 + sensitivity_results = [] + factors_to_analyze = factor_defs + if target_factor: + factors_to_analyze = [fd for fd in factor_defs if fd["key"] == target_factor] + if not factors_to_analyze: + raise HTTPException(404, f"未找到因子: {target_factor}") + + for fd in factors_to_analyze: + key = fd["key"] + base_val = factors_input.get(key, fd.get("default", 0)) + + variations = [] + for pct_change in [-20, -10, 10, 20]: + if fd.get("type") == "percent": + # 百分比因子：变动比例直接加在百分比上 + changed_val = base_val * (1 + pct_change / 100.0) + 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)} diff --git a/backend/app/main.py b/backend/app/main.py index 4543ffed..4fc60cff 100644 --- a/backend/app/main.py +++ b/backend/app/main.py @@ -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): diff --git a/backend/app/models/__init__.py b/backend/app/models/__init__.py index a5a65980..19e251ea 100644 --- a/backend/app/models/__init__.py +++ b/backend/app/models/__init__.py @@ -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): diff --git a/backend/app/models/driver_budget.py b/backend/app/models/driver_budget.py new file mode 100644 index 00000000..ae8b2185 --- /dev/null +++ b/backend/app/models/driver_budget.py @@ -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()) diff --git a/frontend/components.d.ts b/frontend/components.d.ts index c9b8b727..b9476931 100644 --- a/frontend/components.d.ts +++ b/frontend/components.d.ts @@ -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'] diff --git a/frontend/src/api/index.ts b/frontend/src/api/index.ts index a9a354cd..1adde323 100644 --- a/frontend/src/api/index.ts +++ b/frontend/src/api/index.ts @@ -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), diff --git a/frontend/src/components/DriverFactorBudget.vue b/frontend/src/components/DriverFactorBudget.vue new file mode 100644 index 00000000..2faba40a --- /dev/null +++ b/frontend/src/components/DriverFactorBudget.vue @@ -0,0 +1,392 @@ + + + + + diff --git a/frontend/src/views/BudgetManagement.vue b/frontend/src/views/BudgetManagement.vue index 5f884220..4bbb2e33 100644 --- a/frontend/src/views/BudgetManagement.vue +++ b/frontend/src/views/BudgetManagement.vue @@ -238,6 +238,10 @@ + + + + @@ -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()