feat(cpa): customer profitability MVP P0-a/b - revenue caliber single source + snapshot table + 9-card tri-state
Task: finance-20261003-cpa-customer-profitability-mvp-fullstack (P0-a / P0-b) - backend/app/utils/cpa_caliber.py (new): single source of truth for customer-level revenue aggregation from zxt_masterbill. Reused by alert_rules._customer_revenue_shares (dedupe: no second implementation). - backend/scripts/migrate_cpa_snapshot_20261004.py (new): idempotent DDL for customer_profitability_snapshot (UNIQUE entity_id+period+unit_id), --check / --apply / --rollback / --status / --show-create + journal. - backend/scripts/kpi_customer_profitability_deriver.py (new): monthly snapshot + kpi_values upsert (single transaction, idempotent). fail-closed: cogs_alloc / chan_sub / contrib / contrib_rate stay NULL and are never written as 0 or as an apportioned value. - backend/scripts/sql/cpa_kpi_defs_20261004.sql (new): C_CUST_REVENUE and C_CUST_COUNT active; 5 P1 codes registered inactive with fail-closed reason. - backend/app/api/customer_dashboard.py: new read-only endpoint GET /api/cma/customer-dashboard/standard-indicators returning the 9-card tri-state (value / no_data / undefined). Reads kpi_definitions via raw SQL to stay decoupled from the in-flight KPI direction DDL. - frontend/src/views/CustomerDashboard.vue: 9-card panel rendering the three states (never renders an empty value as 0). Anchor check 2026-01..09 (offline sqlite rehearsal, ALL_PASS=true): 73 customers / 4883.52 wan / top1 25.3835 / top2 23.4905 / top4 63.3249 / top10 81.7675 - all six match the task acceptance anchors. No production write and no deploy in this commit; release is gated.
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Hermes CI Fix
@@ -814,44 +814,27 @@ def run_forecast_deviation_check(
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def _customer_revenue_shares(db: Session, entity_id: int, lookback_months: int = 12, top_n: int = 1):
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"""聚合客户（往来单位）收入占比 — 数据源 zxt_masterbill（智享通销售单据, unit_id=客户/往来单位）
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返回 (shares, total, period_range):
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返回 (shares, total, period_range)：
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shares = [(unit_id, amount, pct), ...] 按金额倒序取前 top_n 名
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total = 窗口内客户收入合计
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period_range = (start_date, end_date) ISO 字符串
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无可用数据时返回 ([], 0.0, None)。
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**口径单一事实源**：SQL 已抽到 `app/utils/cpa_caliber.py`（CPA 派生器共用同一实现，
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防「同一客户收入两份结果」）。行为与抽函数前逐字一致（同过滤、同排序、同四舍五入）。
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用独立连接执行，避免表不存在/方言差异污染调用方 session 事务。
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"""
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from datetime import date, timedelta
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from app.database import get_engine
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from app.utils import cpa_caliber
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end = date.today()
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start = end - timedelta(days=max(1, int(lookback_months)) * 30)
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sql = text("""
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SELECT unit_id, SUM(sum_money) AS amount
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FROM zxt_masterbill
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WHERE entity_id = :eid
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AND unit_id IS NOT NULL AND unit_id > 0
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AND sum_money IS NOT NULL AND sum_money > 0
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AND bill_date IS NOT NULL
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AND bill_date >= :start AND bill_date <= :end
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GROUP BY unit_id
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ORDER BY amount DESC
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""")
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try:
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with get_engine().connect() as conn:
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rows = conn.execute(sql, {"eid": entity_id, "start": start, "end": end}).fetchall()
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except Exception as e:
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logger.error(f"客户收入聚合失败 entity_id={entity_id}: {e}")
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shares, total, rng = cpa_caliber.fetch_revenue_rows(
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get_engine(), entity_id, start, end, top_n, sign_basis="money_only")
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if not shares:
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return ([], 0.0, None)
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if not rows:
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return ([], 0.0, None)
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total = float(sum(float(r[1] or 0) for r in rows))
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if total <= 0:
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return ([], 0.0, None)
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n = max(1, int(top_n))
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shares = [(int(r[0]), float(r[1] or 0), round(float(r[1] or 0) / total * 100, 2)) for r in rows[:n]]
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return (shares, total, (start.isoformat(), end.isoformat()))
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return (shares, total, rng)
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def _check_customer_concentration(kpi_id: int, params: dict, db: Session, entity_id: int) -> tuple:
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@@ -18,6 +18,21 @@ router = APIRouter(prefix="/api/cma/customer-dashboard", tags=["客户看板"],
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dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
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)
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# ── 客户维度「标准指标族」九卡（与前端 CustomerDashboard.vue 的 CUSTOMER_TEMPLATES 逐项对应）
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# (卡片名, 默认单位, 预设目标值, 实例层 kpi_code 或 None)
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# 第四列为 None = 该卡在 KPI 库**无可用定义**（页面须显示「未定义·待建」，不得显示 0/无数据）。
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STANDARD_INDICATORS = [
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("客户满意度", "分", 90, "C_SATISFACTION"),
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("客户留存率", "%", 85, None),
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("新客户增长率", "%", 20, None),
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("客户渠补率", "%", 95, None),
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("客户投诉率", "%", 5, "C_COMPLAINT_RATE"),
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("客户平均贡献值", "元", 10000, None),
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("客户转化率", "%", 30, None),
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("客户活跃度", "%", 70, None),
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("NPS净推荐值", "分", 60, None),
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]
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def parse_period(period_type: str, start_date: str = None, end_date: str = None):
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"""解析时间区间"""
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@@ -160,6 +175,78 @@ def list_customer_kpis(
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return {"data": result, "period": period, "total": len(result)}
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@router.get("/standard-indicators")
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def standard_indicators(
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db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id),
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):
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"""客户维度「标准指标族」九卡三态（真值 / 无数据 / 未定义·待建）——只读。
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CPA P0-b（2026-10-04）：页面 9 张预设卡此前对「KPI 库无定义」的项渲染成「无数据」，
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与「定义在库但无值」不可区分。本端点逐卡给出三态，页面据此渲染标签，**禁止空显示为 0**。
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映射为**显式白名单**（不做名称模糊匹配），仅当实例层 KPI 与预设卡语义完全一致才连：
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客户满意度 → C_SATISFACTION（实例层同名，active，有值）
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客户投诉率 → C_COMPLAINT_RATE（实例层同名，inactive ⇒ 无值）
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其余 7 张保持未定义（依据任务 finance-20261003 现状表 §一「7 个在 KPI 库无可用定义」）：
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客户留存率 ≠ 客户保留率(C_RETENTION_RATE)、客户渠补率 ≠ 渠补率(C_REBATE_RATE)、
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新客户增长率 ≠ 新客户数(C_NEW_CLIENTS)、客户平均贡献值/客户转化率/客户活跃度/NPS净推荐值 库内皆无。
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"""
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codes = [c for _, _, _, c in STANDARD_INDICATORS if c]
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defs = {}
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if codes:
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# 用 raw SQL 读定义层：**不用 KPIDefinition ORM**——该模型的 `direction` 列由他单
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# （CMA-KPI-20261003 KPI字典分层治理）在途新增，生产库尚未落列，ORM 查询会 1054；
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# raw SQL 只取本端点需要的列，与在途 DDL 解耦（与 zxt_masterbill 同一形态）。
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from sqlalchemy import bindparam, text as _text
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stmt = _text(
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"SELECT id, kpi_code, unit, target_value, status FROM kpi_definitions "
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"WHERE entity_id = :eid AND dimension = 'customer' AND kpi_code IN :codes"
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).bindparams(bindparam("codes", expanding=True))
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rows = db.execute(stmt, {"eid": entity_id, "codes": codes}).fetchall()
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defs = {r[1]: {"id": r[0], "unit": r[2], "target_value": r[3], "status": r[4]} for r in rows}
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items = []
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summary = {"value": 0, "no_data": 0, "undefined": 0, "total": len(STANDARD_INDICATORS)}
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state_labels = {"value": "真值", "no_data": "无数据", "undefined": "未定义·待建"}
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for name, unit, target, code in STANDARD_INDICATORS:
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kpi = defs.get(code) if code else None
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if kpi is None:
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state = "undefined"
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items.append({
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"name": name, "unit": unit, "target_value": target, "state": state,
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"state_label": state_labels[state], "kpi_code": None, "kpi_id": None,
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"kpi_status": None, "actual_value": None, "period": None,
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"why": "KPI 库无该定义",
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})
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else:
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val = db.query(KPIValue).filter(
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KPIValue.kpi_id == kpi["id"],
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KPIValue.entity_id == entity_id,
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KPIValue.actual_value.isnot(None),
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month_period_clause(KPIValue.period),
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).order_by(KPIValue.period.desc(), KPIValue.id.desc()).first()
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state = "value" if val else "no_data"
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items.append({
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"name": name, "unit": kpi["unit"] or unit,
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"target_value": kpi["target_value"] if kpi["target_value"] is not None else target,
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"state": state, "state_label": state_labels[state],
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"kpi_code": code, "kpi_id": kpi["id"], "kpi_status": kpi["status"],
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"actual_value": val.actual_value if val else None,
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"period": val.period if val else None,
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"why": None if val else "定义在库（status=%s）但无任何月期间值" % kpi["status"],
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})
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summary[state] += 1
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return {
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"entity_id": entity_id,
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"items": items,
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"summary": summary,
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"note": ("state: value=定义在库且有值 / no_data=定义在库但无值 / "
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"undefined=KPI 库无定义（未定义·待建）；禁止把 undefined/no_data 显示为 0"),
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}
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@router.get("/trend/{kpi_id}")
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def get_kpi_trend(
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kpi_id: int,
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