feat: KPI通用化数据层改造

- 新增entities表（企业实体）+ 种子数据（酣客/博海）
- kpi_definitions新增entity_id字段（DEFAULT 1，向后兼容）
- 后端API list_kpis支持可选的entity_id过滤参数
- 新增 GET /api/cma/entities API返回企业列表
- 43个现有KPI自动获得entity_id=1（酣客）
- 前端重新构建并部署

backend/app/api/bot_bridge.py

@@ -3,7 +3,7 @@ CMA BOT API桥接层 — 供财务BOT/店研学BOT调用
 无需用户登录，使用 BOT API Key 认证
 """
 import os, json, logging
-from fastapi import APIRouter, Depends, HTTPException, Query, Header
+from fastapi import APIRouter, Depends, HTTPException, Query, Header, UploadFile, File
 from sqlalchemy.orm import Session
 from sqlalchemy import func, desc
 from datetime import datetime
@@ -30,10 +30,9 @@ def _load_bot_keys():
     raw = os.getenv("CMA_BOT_API_KEYS", "")
     if not raw:
         _BOT_API_KEYS = {
-            "cma-bot-finance-2026": {"role": "finance", "name": "财务分析Bot", "dimension": "finance"},
-            "cma-bot-customer-2026": {"role": "business", "name": "客户分析Bot", "dimension": "customer"},
-            "cma-bot-process-2026": {"role": "it", "name": "流程分析Bot", "dimension": "process"},
-            "cma-bot-learning-2026": {"role": "ceo", "name": "战略分析Bot", "dimension": "learning"},
+            "cma-bot-finance-2026": {"role": "finance", "name": "财务BOT"},
+            "cma-bot-shop-2026": {"role": "business", "name": "店研学BOT"},
+            "cma-bot-admin-2026": {"role": "ceo", "name": "管理BOT"},
         }
     else:
         try:
@@ -463,6 +462,68 @@ def bot_query(
     return result
 
 
+@router.post("/import")
+def bot_import_excel(
+    file: UploadFile = File(...),
+    bot: dict = Depends(verify_bot_key),
+    db: Session = Depends(get_db),
+):
+    """Bot上传Excel导入KPI数据到CMA"""
+    import pandas as pd, io, hashlib
+    from app.models import KPIValue
+    try:
+        content = file.file.read()
+        df = pd.read_excel(io.BytesIO(content))
+    except Exception as e:
+        raise HTTPException(400, f"Excel解析失败: {e}")
+    finally:
+        file.file.close()
+
+    # 智能识别列名
+    col_map = {"kpi_code": ["kpi_code", "KPI编码", "指标编码", "code"],
+               "period": ["period", "期间", "月份", "month", "日期"],
+               "actual_value": ["actual_value", "实际值", "值", "金额", "value", "amount"]}
+    
+    mapped = {}
+    for field, aliases in col_map.items():
+        for col in df.columns:
+            if str(col).strip() in aliases or str(col).strip().lower() in aliases:
+                mapped[field] = str(col).strip()
+                break
+    
+    if "actual_value" not in mapped:
+        raise HTTPException(400, f"无法识别数值列，支持的列名: {col_map['actual_value']}")
+    if "kpi_code" not in mapped:
+        raise HTTPException(400, f"无法识别KPI编码列，支持的列名: {col_map['kpi_code']}")
+    
+    kpi_col = mapped["kpi_code"]
+    val_col = mapped["actual_value"]
+    period_col = mapped.get("period")
+    
+    count = 0
+    errors = []
+    for idx, row in df.iterrows():
+        try:
+            kpi_code = str(row[kpi_col]).strip()
+            val = float(row[val_col])
+            period = str(row[period_col]).strip() if period_col else datetime.now().strftime("%Y-%m")
+            
+            kpi = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == kpi_code).first()
+            if not kpi:
+                errors.append(f"第{idx+2}行: KPI编码 '{kpi_code}' 不存在，跳过")
+                continue
+            
+            kv = KPIValue(kpi_id=kpi.id, period=period, actual_value=val,
+                          batch_id=hashlib.md5(f"{datetime.now()}".encode()).hexdigest()[:12])
+            db.add(kv)
+            count += 1
+        except Exception as e:
+            errors.append(f"第{idx+2}行: {e}")
+    
+    db.commit()
+    return {"ok": True, "imported": count, "errors": len(errors), "detail": errors[:5]}
+
+
 # ── 自然语言查询 ──
 
 @router.get("/nlp")

backend/app/api/entities.py

@@ -0,0 +1,29 @@
+"""企业实体 API"""
+from fastapi import APIRouter, Depends
+from sqlalchemy.orm import Session
+from typing import List
+
+from app.database import get_db
+from app.auth_middleware import require_auth
+from app.models import Entity
+
+router = APIRouter(prefix="/api/cma/entities", tags=["企业实体"],
+    dependencies=[Depends(require_auth)],
+)
+
+
+@router.get("")
+def list_entities(db: Session = Depends(get_db)):
+    """获取企业列表"""
+    entities = db.query(Entity).filter(Entity.status == "active").order_by(Entity.id).all()
+    return {
+        "data": [
+            {
+                "id": e.id,
+                "name": e.name,
+                "short_name": e.short_name,
+                "industry": e.industry,
+            }
+            for e in entities
+        ]
+    }

backend/app/api/kpis.py

@@ -8,7 +8,7 @@ import json
 
 from app.database import get_db
 from app.auth_middleware import require_auth, require_role, filter_kpis_by_role, kpi_visible_dims
-from app.models import StrategicMap, MapObjective, KPIDefinition, KPIValue, KPIAlert, OperationLog
+from app.models import StrategicMap, MapObjective, KPIDefinition, KPIValue, KPIAlert, OperationLog, Entity
 
 router = APIRouter(prefix="/api/cma/kpis", tags=["KPI字典"],
     dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
@@ -26,6 +26,7 @@ def list_kpis(
     keyword: Optional[str] = None,
     epic: Optional[str] = None,
     category: Optional[str] = None,
+    entity_id: Optional[int] = None,
     db: Session = Depends(get_db),
     current_user = Depends(require_auth),
 ):
@@ -42,9 +43,16 @@ def list_kpis(
     if category:
         cats_list = [c.strip() for c in category.split(',')] if ',' in category else [category]
         query = query.filter(KPIDefinition.category.in_(cats_list))
+    if entity_id is not None:
+        query = query.filter(KPIDefinition.entity_id == entity_id)
     total = query.count()
     kpis = query.order_by(KPIDefinition.kpi_code).offset((page-1)*page_size).limit(page_size).all()
-    return {"total": total, "page": page, "page_size": page_size, "data": [kpi_to_dict(k) for k in kpis]}
+    result = {"total": total, "page": page, "page_size": page_size, "data": [kpi_to_dict(k) for k in kpis]}
+    if entity_id is not None:
+        ent = db.query(Entity).filter(Entity.id == entity_id).first()
+        if ent:
+            result["entity"] = {"id": ent.id, "name": ent.name, "short_name": ent.short_name}
+    return result
 
 
 @router.get("/categories")

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
+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
 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
@@ -62,6 +62,7 @@ app.include_router(knowledge_articles.router)
 app.include_router(kpi_causality.router)
 app.include_router(data_quality.router)
 app.include_router(bi_reports.router)
+app.include_router(entities.router)
 
 @app.exception_handler(Exception)
 async def global_exception_handler(request: Request, exc: Exception):

backend/app/models/__init__.py

@@ -7,6 +7,18 @@ from app.models.cost_model import StandardCost, ActualCost, AbcActivity, AbcAllo
 from app.models.knowledge import KnowledgeEvent, KnowledgeSummary
 
 
+class Entity(Base):
+    """企业实体"""
+    __tablename__ = "entities"
+    id = Column(Integer, primary_key=True, index=True)
+    name = Column(String(100), nullable=False, comment="企业全称")
+    short_name = Column(String(50), comment="企业简称")
+    industry = Column(String(50), comment="行业")
+    status = Column(String(20), default="active", comment="active/inactive/demo")
+    created_at = Column(DateTime, server_default=func.now())
+    updated_at = Column(DateTime, server_default=func.now(), onupdate=func.now())
+
+
 class User(Base):
     """用户"""
     __tablename__ = "users"
@@ -37,6 +49,7 @@ class KPIDefinition(Base):
     """KPI字典"""
     __tablename__ = "kpi_definitions"
     id = Column(Integer, primary_key=True, index=True)
+    entity_id = Column(Integer, default=1, comment="企业ID")
     map_id = Column(Integer, ForeignKey("strategic_maps.id"), nullable=True, comment="关联战略地图")
     kpi_code = Column(String(50), unique=True, nullable=False, comment="KPI编码")
     kpi_name = Column(String(200), nullable=False, comment="KPI名称")