fix: 战略地图P0修复 — KPI code统一+放开同层连线+数据迁移

backend/scripts/erp_p1_crm_prod.py

@@ -0,0 +1,148 @@
+""""
+ERP数据源扩展 — 任务5: CRM+生产模块对接
+执行: cd /root/cma-management/backend && python3 scripts/erp_p1_crm_prod.py
+"""
+import sys, os
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from dotenv import load_dotenv
+load_dotenv()
+
+from app.database import get_engine
+from sqlalchemy import text
+from datetime import datetime
+
+engine = get_engine()
+
+def log(msg):
+    print(f"[{datetime.now():%H:%M:%S}] {msg}")
+
+# CRM + 生产模块数据源配置
+NEW_SOURCES = [
+    # ─── CRM模块 ───
+    {
+        "name": "ERP-CRM-客户保留率",
+        "kpi_codes": ["C_RETENTION_RATE"],
+        "source_type": "erp",
+        "api_endpoint": "http://erp-api.sxbh.ltd/api/v1/crm/retention-rate",
+        "query_sql": """SELECT CASE WHEN total_customers > 0 
+THEN ROUND(renew_customers/total_customers*100, 2) ELSE 0 END as value 
+FROM (SELECT COUNT(*) as total_customers, 
+SUM(CASE WHEN DATEDIFF(day, last_order_date, GETDATE()) <= 365 THEN 1 ELSE 0 END) as renew_customers 
+FROM Units WHERE UnitType='Customer') t""",
+        "sync_type": "daily",
+    },
+    {
+        "name": "ERP-CRM-新客户数",
+        "kpi_codes": ["C_NEW_CLIENTS"],
+        "source_type": "erp",
+        "api_endpoint": "http://erp-api.sxbh.ltd/api/v1/crm/new-customers",
+        "query_sql": "SELECT COUNT(*) as value FROM Units WHERE UnitType='Customer' AND DATEDIFF(day, CreateDate, GETDATE()) <= 30",
+        "sync_type": "daily",
+    },
+    # ─── 生产模块 ───
+    {
+        "name": "ERP-生产-产品合格率",
+        "kpi_codes": ["F_QUALITY_RATE"],
+        "source_type": "erp",
+        "api_endpoint": "http://erp-api.sxbh.ltd/api/v1/production/quality-rate",
+        "query_sql": """SELECT CASE WHEN total_qty > 0 
+THEN ROUND(qualified_qty/total_qty*100, 2) ELSE 0 END as value 
+FROM (SELECT COUNT(*) as total_qty, 
+SUM(CASE WHEN QualityStatus='OK' THEN 1 ELSE 0 END) as qualified_qty 
+FROM QualityInspection WHERE Period=:period) t""",
+        "sync_type": "daily",
+    },
+    {
+        "name": "ERP-生产-返工率",
+        "kpi_codes": ["F_REWORK_RATE"],
+        "source_type": "erp",
+        "api_endpoint": "http://erp-api.sxbh.ltd/api/v1/production/rework-rate",
+        "query_sql": """SELECT CASE WHEN total_qty > 0 
+THEN ROUND(rework_qty/total_qty*100, 2) ELSE 0 END as value 
+FROM (SELECT COUNT(*) as total_qty, 
+SUM(CASE WHEN ReworkStatus='Rework' THEN 1 ELSE 0 END) as rework_qty 
+FROM ProductionOrder WHERE Period=:period) t""",
+        "sync_type": "daily",
+    },
+]
+
+with engine.connect() as conn:
+    print("=" * 70)
+    log("开始ERP数据源扩展 — 任务5: CRM+生产模块")
+    print("=" * 70)
+
+    created = 0
+    for src in NEW_SOURCES:
+        exists = conn.execute(
+            text("SELECT id FROM data_source_config WHERE name=:name"),
+            {"name": src["name"]}
+        ).fetchone()
+        if exists:
+            log(f"  ⏭️  已存在: {src['name']} (id={exists[0]})")
+            continue
+
+        conn.execute(text("""
+            INSERT INTO data_source_config 
+            (name, source_type, api_endpoint, query_sql, sync_type, status, created_at)
+            VALUES (:name, :source_type, :api_endpoint, :query_sql, :sync_type, 'active', NOW())
+        """), {
+            "name": src["name"],
+            "source_type": src["source_type"],
+            "api_endpoint": src["api_endpoint"],
+            "query_sql": src["query_sql"],
+            "sync_type": src["sync_type"],
+        })
+        created += 1
+        log(f"  ✅ 新增: {src['name']} — 关联KPI: {', '.join(src['kpi_codes'])}")
+
+    conn.commit()
+
+    # 打印所有数据源
+    rows = conn.execute(text(
+        "SELECT id, name, source_type, sync_type, status FROM data_source_config ORDER BY id"
+    )).fetchall()
+    print("\n数据源清单:")
+    for r in rows:
+        print(f"  [{r[0]}] {r[1]:35s} type={r[2]:10s} sync={r[3]:10s} status={r[4]}")
+    log(f"\n✅ CRM+生产模块数据源配置完成: 新增 {created} 条, 共 {len(rows)} 条")
+
+    # 更新KPI的data_source_config字段（存储关联的数据源ID）
+    log("\n更新KPI的data_source_config字段...")
+    for src in NEW_SOURCES:
+        src_row = conn.execute(
+            text("SELECT id FROM data_source_config WHERE name=:name"),
+            {"name": src["name"]}
+        ).fetchone()
+        if not src_row:
+            continue
+        for kpi_code in src["kpi_codes"]:
+            kpi = conn.execute(
+                text("SELECT id, data_source_config FROM kpi_definitions WHERE kpi_code=:code AND status='active'"),
+                {"code": kpi_code}
+            ).fetchone()
+            if kpi:
+                existing_config = kpi[1] or {}
+                if isinstance(existing_config, str):
+                    import json
+                    try:
+                        existing_config = json.loads(existing_config)
+                    except:
+                        existing_config = {}
+                # 确保是dict
+                if not isinstance(existing_config, dict):
+                    existing_config = {"source_ids": []}
+                if "source_ids" not in existing_config:
+                    existing_config["source_ids"] = []
+                if src_row[0] not in existing_config["source_ids"]:
+                    existing_config["source_ids"].append(src_row[0])
+                import json
+                conn.execute(
+                    text("UPDATE kpi_definitions SET data_source_config=:config WHERE id=:id"),
+                    {"config": json.dumps(existing_config, ensure_ascii=False), "id": kpi[0]}
+                )
+                log(f"  ✅ KPI {kpi_code}: data_source_config 已更新")
+
+    conn.commit()
+    log("\n✅ 任务5: CRM+生产模块对接完成")
+    print("=" * 70)