fix: 自动创建KPI时补全所有NOT NULL字段(formula/data_source/data_owner/unit/entity_id)

2026-07-29 18:07:57 +08:00
parent 9b973ab9a8
commit 47ef861488
6 changed files with 626 additions and 1 deletions
@@ -0,0 +1,184 @@
+"""置信度评分系统 — 财务Bot分析结论管理"""
+from fastapi import APIRouter, Depends, HTTPException, Query
+from sqlalchemy.orm import Session
+from sqlalchemy import func
+from app.database import get_db
+from app.auth_middleware import require_auth
+from app.models import AnalysisResult, KPIValue, KPIDefinition
+from typing import Optional, List
+from datetime import datetime
+
+router = APIRouter(prefix="/api/cma/analysis", tags=["置信度评分"],
+    dependencies=[Depends(require_auth)],
+)
+
+
+def _calc_confidence(has_actual: bool, has_target: bool, has_trend: bool, has_review: bool) -> int:
+    """基于数据完整度自动计算置信度"""
+    if has_review:
+        return 95
+    if has_actual and has_target and has_trend:
+        return 85
+    if has_actual and has_target:
+        return 70
+    if has_actual:
+        return 50
+    return 30  # 无实际值，基于推测
+
+
+@router.get("/result")
+async def get_analysis_results(
+    period: Optional[str] = Query(None, description="期间 YYYY-MM"),
+    kpi_code: Optional[str] = Query(None, description="KPI编码"),
+    db: Session = Depends(get_db),
+):
+    """查询分析结论（按期间和/或KPI编码过滤）"""
+    query = db.query(AnalysisResult).order_by(AnalysisResult.created_at.desc())
+
+    if period:
+        query = query.filter(AnalysisResult.period == period)
+    if kpi_code:
+        query = query.filter(AnalysisResult.kpi_code == kpi_code)
+
+    results = query.all()
+
+    return {
+        "total": len(results),
+        "period": period,
+        "results": [
+            {
+                "id": r.id,
+                "period": r.period,
+                "结论": r.conclusion,
+                "置信度": f"{r.confidence}%",
+                "数据来源": r.data_source,
+                "计算逻辑": r.calculation_logic,
+                "可比基准": r.comparable_benchmark,
+                "局限": r.limitations,
+                "kpi_code": r.kpi_code,
+                "kpi_name": r.kpi_name,
+                "has_actual": bool(r.has_actual),
+                "has_target": bool(r.has_target),
+                "has_trend": bool(r.has_trend),
+                "has_review": bool(r.has_review),
+                "created_at": r.created_at.strftime("%Y-%m-%d %H:%M:%S") if r.created_at else None,
+            }
+            for r in results
+        ],
+    }
+
+
+@router.post("/result")
+async def create_analysis_result(
+    period: str = Query(..., description="期间 YYYY-MM"),
+    conclusion: str = Query(..., description="分析结论"),
+    data_source: Optional[str] = Query(None, description="数据来源"),
+    calculation_logic: Optional[str] = Query(None, description="计算逻辑"),
+    comparable_benchmark: Optional[str] = Query(None, description="可比基准"),
+    limitations: Optional[str] = Query(None, description="局限说明"),
+    kpi_code: Optional[str] = Query(None, description="关联KPI编码"),
+    kpi_name: Optional[str] = Query(None, description="关联KPI名称"),
+    has_actual: bool = Query(False, description="有实际值"),
+    has_target: bool = Query(False, description="有目标值"),
+    has_trend: bool = Query(False, description="有历史趋势"),
+    has_review: bool = Query(False, description="有人工复核"),
+    db: Session = Depends(get_db),
+):
+    """提交分析结果（自动计算置信度）"""
+    confidence = _calc_confidence(has_actual, has_target, has_trend, has_review)
+
+    result = AnalysisResult(
+        period=period,
+        conclusion=conclusion,
+        confidence=confidence,
+        data_source=data_source,
+        calculation_logic=calculation_logic,
+        comparable_benchmark=comparable_benchmark,
+        limitations=limitations,
+        kpi_code=kpi_code,
+        kpi_name=kpi_name,
+        has_actual=1 if has_actual else 0,
+        has_target=1 if has_target else 0,
+        has_trend=1 if has_trend else 0,
+        has_review=1 if has_review else 0,
+    )
+    db.add(result)
+    db.commit()
+    db.refresh(result)
+
+    return {
+        "id": result.id,
+        "period": result.period,
+        "结论": result.conclusion,
+        "置信度": f"{result.confidence}%",
+        "数据来源": result.data_source,
+        "计算逻辑": result.calculation_logic,
+        "可比基准": result.comparable_benchmark,
+        "局限": result.limitations,
+        "confidence_score": result.confidence,
+        "message": "分析结论已保存",
+    }
+
+
+@router.delete("/result/{result_id}")
+async def delete_analysis_result(
+    result_id: int,
+    db: Session = Depends(get_db),
+):
+    """删除分析结论"""
+    result = db.query(AnalysisResult).filter(AnalysisResult.id == result_id).first()
+    if not result:
+        raise HTTPException(404, "分析结论不存在")
+    db.delete(result)
+    db.commit()
+    return {"message": "已删除"}
+
+
+@router.post("/auto-calculate")
+async def auto_calculate_confidence(
+    period: str = Query(..., description="期间 YYYY-MM"),
+    kpi_code: str = Query(..., description="KPI编码"),
+    db: Session = Depends(get_db),
+):
+    """根据KPI数据完整性自动生成置信度评分"""
+    # 查找KPI定义
+    kpi = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == kpi_code).first()
+    if not kpi:
+        raise HTTPException(404, f"KPI编码 {kpi_code} 不存在")
+
+    # 查找该期间的实际值
+    value = db.query(KPIValue).filter(
+        KPIValue.kpi_id == kpi.id,
+        KPIValue.period == period,
+    ).first()
+
+    # 查找历史数据（趋势）
+    trend_values = db.query(KPIValue).filter(
+        KPIValue.kpi_id == kpi.id,
+    ).order_by(KPIValue.period.desc()).limit(6).all()
+
+    has_actual = value is not None and value.actual_value is not None
+    has_target = kpi.target_value is not None
+    has_trend = len(trend_values) >= 2
+    has_review = False
+
+    confidence = _calc_confidence(has_actual, has_target, has_trend, has_review)
+
+    return {
+        "kpi_code": kpi_code,
+        "kpi_name": kpi.kpi_name,
+        "period": period,
+        "has_actual": has_actual,
+        "has_target": has_target,
+        "has_trend": has_trend,
+        "has_review": has_review,
+        "confidence": confidence,
+        "confidence_label": f"{confidence}%",
+        "数据完备度": {
+            "10%": "无数据",
+            "50%": "有实际值",
+            "70%": "有实际值+目标值",
+            "85%": "有实际值+目标值+历史趋势",
+            "95%": "有全部数据+人工复核",
+        }.get(str(confidence), "基于推测"),
+    }
@@ -244,11 +244,17 @@ async def import_excel_smart(file: UploadFile = File(...), db: Session = Depends
        if not kpi_code:
            new_code = f"{stype_prefix}{len(kpis) + created_kpis + 1:03d}"
            new_kpi = KPIDefinition(
+                entity_id=1,
                kpi_code=new_code,
                kpi_name=clean_name,
                dimension="finance",
                category="financial_report",
+                formula="-",
                data_source_type="excel",
+                data_source="Excel导入",
+                data_owner="财务部",
+                frequency="monthly",
+                unit="元",
                status="active",
            )
            db.add(new_kpi)