init: 管理会计OS初始代码
包含前后端完整代码： - 前端：Vue3+Vite+ElementPlus - 后端：FastAPI+SQLAlchemy - 模块：驾驶舱/KPI/战略地图/预警/预算/成本/预测/改善行动 - 当前版本：v1.0.0
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Hermes CI Fix
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"""
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定时AI经营简报 — 管理会计OS
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每天凌晨自动生成经营分析报告，推送至企微
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在 daily_sync.py 之后运行
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"""
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import sys
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import os
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import json
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import logging
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from datetime import datetime
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sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
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from dotenv import load_dotenv
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load_dotenv('/root/cma-management/backend/.env')
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from app.database import get_session_local
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from app.models import KPIDefinition, KPIValue, KPIAlert, ActionPlan
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import httpx
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logger = logging.getLogger("cma.ai_brief")
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async def call_deepseek(prompt: str, system_prompt: str = None) -> str:
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"""调用DeepSeek API生成分析内容"""
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api_key = os.getenv("DEEPSEEK_API_KEY", "")
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api_url = "https://api.deepseek.com/v1/chat/completions"
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if not system_prompt:
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system_prompt = "你是一名CMA管理会计师，擅长用数据驱动的方式分析企业经营状况，给出专业的财务分析和管理建议。回答要简洁、专业、有数据支撑。"
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if not api_key:
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logger.warning("DEEPSEEK_API_KEY 未配置，跳过AI调用")
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return "（AI简报暂不可用：API Key未配置）"
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async with httpx.AsyncClient(timeout=60) as client:
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resp = await client.post(
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api_url,
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headers={"Authorization": f"Bearer {api_key}", "Content-Type": "application/json"},
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json={
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"model": "deepseek-chat",
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"messages": [
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{"role": "system", "content": system_prompt},
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{"role": "user", "content": prompt}
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],
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"stream": False,
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"temperature": 0.3,
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}
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)
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data = resp.json()
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if resp.status_code != 200:
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logger.error(f"DeepSeek API错误: {resp.status_code} {data}")
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return ""
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return data.get("choices", [{}])[0].get("message", {}).get("content", "")
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def generate_brief(db_session) -> dict:
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"""生成经营简报"""
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period = datetime.now().strftime("%Y-%m")
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kpis = db_session.query(KPIDefinition).filter(KPIDefinition.status == "active").all()
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kpi_lines = []
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for k in kpis:
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latest = db_session.query(KPIValue).filter(
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KPIValue.kpi_id == k.id,
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).order_by(KPIValue.period.desc()).first()
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prev_month = f"{int(period[:4])}-{int(period[5:7])-1:02d}" if int(period[5:7]) > 1 else f"{int(period[:4])-1}-12"
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prev = db_session.query(KPIValue).filter(
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KPIValue.kpi_id == k.id, KPIValue.period == prev_month
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).first()
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alert = db_session.query(KPIAlert).filter(
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KPIAlert.kpi_id == k.id, KPIAlert.status == "pending"
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).first()
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if latest and latest.actual_value is not None:
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line = f"- {k.kpi_name}({k.kpi_code}): {latest.actual_value}{k.unit or ''}"
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if k.target_value:
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line += f" | 目标: {k.target_value}"
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if prev and prev.actual_value:
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diff = latest.actual_value - prev.actual_value
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direction = "↑" if diff > 0 else "↓"
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line += f" | 环比: {direction}{abs(diff):.1f}"
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if alert:
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line += f" | ⚠️ {alert.alert_level}预警"
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kpi_lines.append(line)
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plans = db_session.query(ActionPlan).order_by(ActionPlan.created_at.desc()).all()
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plan_lines = []
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for p in plans:
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plan_lines.append(f"- {p.title} | 负责人: {p.assignee} | 状态: {p.status} | 进度: {p.progress}%")
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kpi_text = "\n".join(kpi_lines) if kpi_lines else "暂无KPI数据"
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plan_text = "\n".join(plan_lines) if plan_lines else "暂无行动计划"
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red_count = db_session.query(KPIAlert).filter(
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KPIAlert.status == "pending", KPIAlert.alert_level == "red"
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).count()
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yellow_count = db_session.query(KPIAlert).filter(
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KPIAlert.status == "pending", KPIAlert.alert_level == "yellow"
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).count()
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today_str = datetime.now().strftime('%Y-%m-%d')
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prompt = f"""请为管理层生成一份今日经营简报（日期：{today_str}）。
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## 本月KPI数据
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{kpi_text}
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## 待处理预警
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- 红色(紧急): {red_count}条
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- 黄色(预警): {yellow_count}条
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## 正在执行的改善行动
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{plan_text}
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请按以下结构生成简报（不超过800字）：
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1. 📊 **经营概览**：一句话总结本月经营状况
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2. 🔍 **关键发现**：最重要的3个发现（数据驱动）
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3. ⚠️ **预警聚焦**：最需要关注的预警及其影响
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4. ✅ **行动进展**：改善计划执行情况
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5. 💡 **今日建议**：今天最应该做的1-2件事"""
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try:
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import asyncio
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analysis = asyncio.run(call_deepseek(prompt))
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except Exception as e:
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logger.error(f"AI简报生成异常: {e}")
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analysis = f"简报生成异常: {str(e)}"
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return {
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"period": period,
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"brief": analysis,
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"kpi_count": len(kpi_lines),
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"red_alerts": red_count,
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"yellow_alerts": yellow_count,
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"plan_count": len(plan_lines),
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}
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def push_brief(brief: dict):
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"""将简报推送到企微"""
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from app.utils.notifier import send_wecom_app
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db = get_session_local()()
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try:
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from app.models import NotificationChannel
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channels = db.query(NotificationChannel).filter(
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NotificationChannel.enabled == True,
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NotificationChannel.channel_type == "wecom_app",
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).all()
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pushed = 0
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for ch in channels:
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config = ch.config or {}
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result = send_wecom_app(
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corp_id=config.get("corp_id", ""),
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corp_secret=config.get("corp_secret", ""),
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agent_id=config.get("agent_id", ""),
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touser=config.get("touser", "@all"),
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title=f"📋 {brief['period']} 经营简报",
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content=brief["brief"],
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alert_level="green",
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)
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if result.get("success"):
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pushed += 1
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logger.info(f"简报推送成功: {ch.name}")
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else:
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logger.warning(f"简报推送失败: {result.get('message')}")
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return pushed
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finally:
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db.close()
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def run_brief():
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"""主入口：生成简报并推送"""
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logger.info("开始生成AI经营简报...")
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db = get_session_local()()
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try:
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brief = generate_brief(db)
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logger.info(f"简报生成完成: {brief['period']}, KPI数={brief['kpi_count']}, 预警={brief['red_alerts']}红/{brief['yellow_alerts']}黄")
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if brief["brief"] and len(brief["brief"]) > 50:
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pushed = push_brief(brief)
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logger.info(f"推送完成: {pushed} 个渠道")
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else:
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logger.warning("简报内容不足50字，跳过推送")
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return brief
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finally:
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db.close()
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if __name__ == "__main__":
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logging.basicConfig(
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level=logging.INFO,
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format="%(asctime)s [%(levelname)s] %(name)s: %(message)s",
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)
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result = run_brief()
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print(json.dumps(result, ensure_ascii=False, indent=2))
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