fix: 预算年度分解幂等加固+数据质量七规则测试

- auto-decompose批量聚合只取年度行(period=YYYY-00)排除月度行，修复重复点击执行分解年底预算滚雪球
- 同一KPI多个version年度行时只取一行(优先请求version)，避免多版本叠加总额虚高
- 新增tests/test_data_quality.py: 财务七规则(governance-check)3用例全过

backend/app/api/budget.py

@@ -197,18 +197,26 @@ def auto_decompose_budget(
 
     # ── 批量模式：不传kpi_id → 分解该年所有有年度预算的KPI ──
     if not kpi_id:
-        # 找该年已存在的年度预算（period=YYYY-00 或已按月填的KPI汇总）
+        # 只取年度行（period=YYYY-00）作为年度总额，避免把月度行也加进来导致滚雪球（非幂等bug修复）
-        # 优先用 budget_plans 中该年的预算作为年度总额
         year_budget_rows = db.query(BudgetPlan).filter(
             BudgetPlan.entity_id == 1,
             BudgetPlan.budget_year == year,
+            BudgetPlan.period == f"{year}-00",
             BudgetPlan.status == "active",
         ).all()
 
-        # 按KPI聚合年度预算总额
+        # 按KPI聚合年度预算总额——同一KPI存在多个version年度行时只取一行
-        kpi_annual = {}
+        # （优先匹配请求version，否则取第一条），避免多版本叠加导致总额虚高（幂等加固）
+        from collections import defaultdict
+        per_kpi = defaultdict(list)
         for r in year_budget_rows:
-            kpi_annual[r.kpi_id] = kpi_annual.get(r.kpi_id, 0) + (r.budget_value or 0)
+            per_kpi[r.kpi_id].append(r)
+        kpi_annual = {}
+        kpi_version_used = {}
+        for kid, rows in per_kpi.items():
+            chosen = next((r for r in rows if r.version == version), rows[0])
+            kpi_annual[kid] = chosen.budget_value or 0
+            kpi_version_used[kid] = chosen.version
 
         if not kpi_annual:
             raise HTTPException(400, "该年度没有可分解的预算，请先在预算执行中录入年度预算")
@@ -268,6 +276,7 @@ def auto_decompose_budget(
                 "kpi_code": kpi.kpi_code,
                 "kpi_name": kpi.kpi_name,
                 "annual_budget": round(annual, 2),
+                "version_used": kpi_version_used.get(kid),
                 "method": "equal" if not weights else "weighted",
                 "monthly": monthly,
                 "monthly_count": 12,

backend/tests/test_data_quality.py

@@ -0,0 +1,141 @@
+"""DAMA数据治理规则检查（财务七规则）测试 — 2026-08-30
+
+覆盖 data_quality.py 的 _run_governance_checks（governance-check 端点核心逻辑）：
+7条规则：unit_check/dup_alert/orphan_check/virtual_pollution/entity_check/kpi_completeness/reconciliation
++ 评分规则（error 扣 min(15,count*3)，warning 扣 min(10,count*1)，规则4 manual 附加扣）
+
+验收活数据对照（生产环境实测）：reconciliation=3、kpi_completeness=53、其余0。
+"""
+
+import json
+from datetime import datetime
+
+import pytest
+
+from app.models import (
+    KPIDefinition, KPIValue, KPIAlert, CashPlan, BudgetPlan,
+)
+from app.api.data_quality import _run_governance_checks
+
+
+def _mk_kpi(db, **kw):
+    defaults = {
+        "entity_id": 1, "kpi_code": "TEST_001", "kpi_name": "测试KPI",
+        "status": "active", "target_value": 100.0, "target_yearly": 100.0,
+        "formula": "x", "data_source": "test", "data_owner": "财务部",
+        "unit": "元", "kpi_level": "operational",
+    }
+    defaults.update(kw)
+    k = KPIDefinition(**defaults)
+    db.add(k)
+    db.commit()
+    db.refresh(k)
+    return k
+
+
+def _mk_plan(db, **kw):
+    defaults = {
+        "entity_id": 1, "plan_type": "receive", "amount": 10.0,
+        "plan_date": datetime(2026, 8, 1), "source": "manual", "status": "pending",
+    }
+    defaults.update(kw)
+    p = CashPlan(**defaults)
+    db.add(p)
+    db.commit()
+    db.refresh(p)
+    return p
+
+
+def _mk_alert(db, kpi_id, plan_id, **kw):
+    defaults = {
+        "kpi_id": kpi_id, "alert_type": "cash_plan", "status": "pending",
+        "alert_message": "应收预警",
+        "suggestion": json.dumps({"plan_id": plan_id}),
+    }
+    defaults.update(kw)
+    a = KPIAlert(**defaults)
+    db.add(a)
+    db.commit()
+    db.refresh(a)
+    return a
+
+
+class TestGovernanceSevenRules:
+    def test_clean_db_all_pass(self, db):
+        """空库：7条规则全部通过，score=100"""
+        r = _run_governance_checks(db, 0)
+        assert r["total_rules"] == 7
+        assert r["score"] == 100
+        assert r["total_deduct"] == 0
+        assert len(r["passed"]) == 7
+        for item in r["issues"]:
+            assert item["count"] == 0
+
+    def test_all_rules_hit(self, db):
+        """构造数据触发全部7条规则"""
+        # KPI-1: active + 有值 + 年度目标100 但预算月度合计200（勾稽差异100%）
+        k1 = _mk_kpi(db, kpi_code="KPI_001", kpi_name="勾稽KPI", target_yearly=100.0)
+        db.add(KPIValue(kpi_id=k1.id, entity_id=1, period="2026-06", actual_value=50.0))
+        for m in range(1, 13):
+            db.add(BudgetPlan(kpi_id=k1.id, entity_id=1, period=f"2026-{m:02d}",
+                              budget_value=200.0 / 12, budget_year=2026, budget_month=m,
+                              version="v1.0", status="active"))
+        db.commit()
+
+        # KPI-2: active 无任何值（KPI完整性命中）
+        _mk_kpi(db, kpi_code="KPI_002", kpi_name="无值KPI", target_yearly=10.0)
+
+        # KPI-3: 值实体=2 ≠ 定义实体=1（实体归属命中）
+        k3 = _mk_kpi(db, kpi_code="KPI_003", kpi_name="实体错乱KPI", target_yearly=10.0)
+        db.add(KPIValue(kpi_id=k3.id, entity_id=2, period="2026-06", actual_value=5.0))
+        db.commit()
+
+        # 单位校验：amount=50000 > 10000（单位错乱命中）
+        _mk_plan(db, id=1, amount=50000.0)
+
+        # 虚拟污染：source=test_import（error）+ source=manual（待人工确认）
+        _mk_plan(db, id=2, amount=100.0, source="test_import")
+        _mk_plan(db, id=3, amount=100.0, source="manual")
+
+        # 孤儿预警：plan_id=999 不存在（孤儿命中）
+        _mk_alert(db, k1.id, 999)
+
+        # 重复预警：plan_id=5 两条 pending（重复命中）
+        _mk_plan(db, id=5, amount=100.0)
+        _mk_alert(db, k1.id, 5)
+        _mk_alert(db, k1.id, 5)
+
+        r = _run_governance_checks(db, 0)
+        by_rule = {i["rule"]: i for i in r["issues"]}
+
+        assert by_rule["unit_check"]["count"] == 1
+        assert by_rule["dup_alert"]["count"] == 1
+        assert by_rule["orphan_check"]["count"] == 1
+        assert by_rule["virtual_pollution"]["count"] == 1
+        assert by_rule["virtual_pollution"]["manual_count"] == 3  # plan#1/#3/#5 默认manual
+        assert by_rule["entity_check"]["count"] == 1
+        assert by_rule["kpi_completeness"]["count"] == 1
+        assert by_rule["reconciliation"]["count"] == 1
+
+        # 评分：5条error × min(15,3)=3 → 15；2条warning × 1 → 2；manual附加 min(10,3)=3 → 总扣20
+        assert r["total_deduct"] == 20
+        assert r["score"] == 80
+        assert len(r["passed"]) == 0
+
+    def test_entity_scoped(self, db):
+        """entity_id 限定：只检查该实体数据"""
+        k1 = _mk_kpi(db, kpi_code="KPI_001", kpi_name="实体1KPI", entity_id=1, target_yearly=10.0)
+        k2 = _mk_kpi(db, kpi_code="KPI_002", kpi_name="实体2KPI", entity_id=2, target_yearly=10.0)
+        db.add(KPIValue(kpi_id=k2.id, entity_id=2, period="2026-06", actual_value=5.0))
+        db.commit()
+
+        r1 = _run_governance_checks(db, 1)
+        comp1 = {i["rule"]: i["count"] for i in r1["issues"]}
+        assert comp1["kpi_completeness"] == 1  # 实体1下KPI_001无值
+        assert comp1["entity_check"] == 0      # 实体1下无实体错乱
+
+        r2 = _run_governance_checks(db, 2)
+        comp2 = {i["rule"]: i["count"] for i in r2["issues"]}
+        assert comp2["kpi_completeness"] == 0  # KPI_002有值
+        assert comp2["entity_check"] == 0      # 值实体=2与定义实体=2一致
+        assert comp2["reconciliation"] == 0    # 无预算行不参与勾稽