feat: 持续规划 — 滚动预算+自动延展+对比线+偏差告警
This commit is contained in:
Hermes CI Fix
@@ -336,6 +336,524 @@ def get_deviation_report(
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}
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# ──────────────────────────────────────────────
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# 滚动/固定预算切换
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# ──────────────────────────────────────────────
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@router.get("/config")
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def get_budget_config(db: Session = Depends(get_db)):
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"""获取预算模式配置"""
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from app.models import SystemConfig
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cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_mode").first()
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if not cfg:
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return {"budget_mode": "fixed", "rolling_months": 12, "description": "固定预算（年度）"}
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import json
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try:
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val = json.loads(cfg.config_value)
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except (json.JSONDecodeError, TypeError):
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val = {"mode": "fixed", "rolling_months": 12}
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return val
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@router.post("/config")
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def set_budget_config(
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""设置预算模式"""
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from app.models import SystemConfig
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import json
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mode = data.get("mode", "fixed")
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rolling_months = data.get("rolling_months", 12)
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if mode not in ("fixed", "rolling"):
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raise HTTPException(400, "预算模式必须是 fixed 或 rolling")
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cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_mode").first()
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val = json.dumps({"mode": mode, "rolling_months": rolling_months}, ensure_ascii=False)
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if cfg:
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cfg.config_value = val
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else:
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cfg = SystemConfig(
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config_key="budget_mode",
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config_value=val,
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description="预算模式: fixed=固定预算, rolling=滚动预算",
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)
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db.add(cfg)
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db.commit()
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return {"message": f"预算模式已切换为{'滚动预算' if mode == 'rolling' else '固定预算'}", "budget_mode": mode, "rolling_months": rolling_months}
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# ──────────────────────────────────────────────
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# 滚动预算自动延展
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# ──────────────────────────────────────────────
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@router.post("/roll-forward")
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def budget_roll_forward(
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""
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滚动预算自动延展：
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- 删除最早一个月的预测数据
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- 新增未来一个月的预测数据（取最近三个月均值）
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- 返回延展结果
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"""
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from app.models import SystemConfig
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cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_mode").first()
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import json
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if not cfg:
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raise HTTPException(400, "未配置预算模式，请先设置")
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try:
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val = json.loads(cfg.config_value)
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except (json.JSONDecodeError, TypeError):
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raise HTTPException(400, "预算模式配置异常")
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if val.get("mode") != "rolling":
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raise HTTPException(400, "当前为固定预算模式，无需延展")
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now = datetime.now()
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current_year, current_month = now.year, now.month
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# 获取所有active的预算记录
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plans = db.query(BudgetPlan).filter(BudgetPlan.status == "active").all()
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# 按KPI分组
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from collections import defaultdict
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kpi_plans = defaultdict(list)
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for p in plans:
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kpi_plans[p.kpi_id].append(p)
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rolled_kpis = []
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for kpi_id, p_list in kpi_plans.items():
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# 按期间排序
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p_list.sort(key=lambda x: (x.budget_year, x.budget_month))
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# 找出最早的一个月并删除
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if p_list:
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oldest = p_list[0]
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db.query(BudgetPlan).filter(BudgetPlan.id == oldest.id).delete()
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# 计算新增月份的预算值（取最近三个月均值）
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recent_values = [p.budget_value for p in p_list[-3:]] if len(p_list) >= 3 else [p.budget_value for p in p_list]
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avg_value = round(sum(recent_values) / len(recent_values), 2) if recent_values else 0
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# 计算新的月份（当前月 + 12个月后）
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new_year = current_year
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new_month = current_month + val.get("rolling_months", 12)
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while new_month > 12:
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new_month -= 12
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new_year += 1
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new_period = f"{new_year}-{new_month:02d}"
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# 检查是否已存在
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existing = db.query(BudgetPlan).filter(
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BudgetPlan.kpi_id == kpi_id,
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BudgetPlan.period == new_period,
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BudgetPlan.status == "active",
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).first()
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if not existing:
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bp = BudgetPlan(
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kpi_id=kpi_id,
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period=new_period,
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budget_value=avg_value,
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budget_year=new_year,
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budget_month=new_month,
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version="rolling",
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status="active",
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remark=f"滚动延展自{current_year}-{current_month:02d}",
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created_by=current_user.name if hasattr(current_user, "name") else "",
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)
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db.add(bp)
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rolled_kpis.append({
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"kpi_id": kpi_id,
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"removed_period": f"{p_list[0].budget_year}-{p_list[0].budget_month:02d}" if p_list else None,
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"added_period": new_period,
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"predicted_value": avg_value,
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})
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db.commit()
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return {
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"message": f"滚动预算已延展，处理了 {len(rolled_kpis)} 个KPI",
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"rolled_kpis": rolled_kpis,
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"current_month": f"{current_year}-{current_month:02d}",
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"rolling_months": val.get("rolling_months", 12),
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}
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# ──────────────────────────────────────────────
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# 实际vs预测对比
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# ──────────────────────────────────────────────
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@router.get("/comparison")
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def get_budget_comparison(
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kpi_id: Optional[int] = Query(None),
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year: Optional[int] = Query(None),
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db: Session = Depends(get_db),
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):
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"""
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获取实际值vs预测值对比数据
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返回：各月预算值、实际值、偏差率，以及分界点标记
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"""
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from app.models import KPIValue, SystemConfig
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import json
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now = datetime.now()
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y = year or now.year
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# 判断预算模式
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cfg = db.query(SystemConfig).filter(SystemConfig.config_key == "budget_mode").first()
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budget_mode = "fixed"
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rolling_months = 12
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if cfg:
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try:
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val = json.loads(cfg.config_value)
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budget_mode = val.get("mode", "fixed")
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rolling_months = val.get("rolling_months", 12)
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except (json.JSONDecodeError, TypeError):
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pass
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# 确定查询的月份范围
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if budget_mode == "rolling":
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# 滚动预算：从当月起的 rolling_months 个月
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start_year, start_month = now.year, now.month
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periods = []
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for i in range(rolling_months):
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m = start_month + i
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yy = start_year
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while m > 12:
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m -= 12
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yy += 1
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periods.append(f"{yy}-{m:02d}")
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else:
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# 固定预算：全年1-12月
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periods = [f"{y}-{m:02d}" for m in range(1, 13)]
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# 查询预算数据
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query = db.query(BudgetPlan).join(
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KPIDefinition, BudgetPlan.kpi_id == KPIDefinition.id
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)
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if kpi_id:
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query = query.filter(BudgetPlan.kpi_id == kpi_id)
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query = query.filter(BudgetPlan.period.in_(periods), BudgetPlan.status == "active")
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budget_plans = query.all()
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# 按KPI+期间索引
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bp_map = {}
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for bp in budget_plans:
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key = (bp.kpi_id, bp.period)
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bp_map[key] = bp.budget_value
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# 查询实际值
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kpi_ids = set(bp.kpi_id for bp in budget_plans)
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actual_values = {}
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if kpi_ids:
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values = db.query(KPIValue).filter(
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KPIValue.kpi_id.in_(kpi_ids),
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KPIValue.period.in_(periods),
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KPIValue.actual_value.isnot(None),
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).all()
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for v in values:
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key = (v.kpi_id, v.period)
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actual_values[key] = v.actual_value
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# 构建对比数据
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now_period = now.strftime("%Y-%m")
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months_data = []
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for period in periods:
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monthly = {"period": period, "is_current_period": period == now_period}
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total_budget = 0
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total_actual = 0
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count_budget = 0
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count_actual = 0
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for kpi_id_item in kpi_ids:
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bp_key = (kpi_id_item, period)
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if bp_key in bp_map:
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total_budget += bp_map[bp_key] or 0
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count_budget += 1
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if bp_key in actual_values:
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total_actual += actual_values[bp_key] or 0
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count_actual += 1
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monthly["budget_total"] = round(total_budget, 2)
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monthly["actual_total"] = round(total_actual, 2)
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monthly["kpi_count"] = len(kpi_ids)
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# 分界点标记
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if budget_mode == "rolling":
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# 滚动预算下，当前月之后为预测值
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monthly["is_prediction"] = period > now_period
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else:
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monthly["is_prediction"] = period > now_period
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# 偏差率
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if monthly["budget_total"] and monthly["budget_total"] > 0:
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monthly["deviation_rate"] = round(
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(monthly["actual_total"] - monthly["budget_total"]) / monthly["budget_total"] * 100, 2
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) if monthly["actual_total"] is not None else None
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else:
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monthly["deviation_rate"] = None
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months_data.append(monthly)
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return {
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"periods": periods,
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"budget_mode": budget_mode,
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"year": y,
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"current_period": now_period,
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"months_data": months_data,
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"total_kpis": len(kpi_ids),
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}
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@router.get("/comparison/kpi/{kpi_id}")
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def get_kpi_comparison(
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kpi_id: int,
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year: Optional[int] = Query(None),
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db: Session = Depends(get_db),
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):
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"""
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获取单个KPI的实际vs预测对比数据（用于图表展示）
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"""
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from app.models import KPIValue, SystemConfig
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import json
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now = datetime.now()
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y = year or now.year
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kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
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if not kpi:
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raise HTTPException(404, "KPI不存在")
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periods = [f"{y}-{m:02d}" for m in range(1, 13)]
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# 预算值
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budgets = db.query(BudgetPlan).filter(
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BudgetPlan.kpi_id == kpi_id,
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BudgetPlan.period.in_(periods),
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BudgetPlan.status == "active",
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).all()
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budget_map = {bp.period: bp.budget_value for bp in budgets}
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# 实际值
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actuals = db.query(KPIValue).filter(
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KPIValue.kpi_id == kpi_id,
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KPIValue.period.in_(periods),
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KPIValue.actual_value.isnot(None),
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).all()
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actual_map = {av.period: av.actual_value for av in actuals}
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now_period = now.strftime("%Y-%m")
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data_points = []
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for period in periods:
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bv = budget_map.get(period)
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av = actual_map.get(period)
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dr = None
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if bv and bv > 0 and av is not None:
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dr = round((av - bv) / bv * 100, 2)
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data_points.append({
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"period": period,
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"budget_value": bv,
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"actual_value": av,
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"deviation_rate": dr,
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"is_prediction": period > now_period,
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"is_current_period": period == now_period,
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})
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return {
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"kpi_id": kpi.id,
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"kpi_code": kpi.kpi_code,
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"kpi_name": kpi.kpi_name,
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"unit": kpi.unit or "",
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"year": y,
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"current_period": now_period,
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"data_points": data_points,
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}
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# ──────────────────────────────────────────────
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# 预测偏差告警
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# ──────────────────────────────────────────────
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@router.post("/deviation-check")
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def check_budget_deviation(
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""
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检查实际vs预测偏差，当偏差超过20%时自动生成预警
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"""
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from app.models import KPIValue, BudgetDeviationAlert
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from sqlalchemy import func
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threshold = data.get("threshold", 20) # 默认20%
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period = data.get("period") or datetime.now().strftime("%Y-%m")
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auto_resolve = data.get("auto_resolve", True) # 是否自动关闭已解决的预警
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# 查询该期间的有预算的KPI
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budget_plans = db.query(BudgetPlan).filter(
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BudgetPlan.period == period,
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BudgetPlan.status == "active",
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).all()
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if not budget_plans:
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return {
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"message": f"期间 {period} 无预算数据",
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"alerts_generated": 0,
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"alerts": [],
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}
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alerts_generated = 0
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alerts = []
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for bp in budget_plans:
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# 查询实际值
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actual = db.query(KPIValue).filter(
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KPIValue.kpi_id == bp.kpi_id,
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KPIValue.period == period,
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KPIValue.actual_value.isnot(None),
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).first()
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if not actual or actual.actual_value is None:
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continue
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budget_val = bp.budget_value
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actual_val = actual.actual_value
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if budget_val == 0:
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continue
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# 计算偏差率
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deviation_rate = round((actual_val - budget_val) / budget_val * 100, 2)
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# 只有偏差超过阈值才生成预警
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if abs(deviation_rate) <= threshold:
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continue
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deviation_value = round(actual_val - budget_val, 2)
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# 判断预警等级
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alert_level = "critical" if abs(deviation_rate) > 50 else "warning"
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# 生成建议
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if deviation_rate > 0:
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suggestion = f"实际值超出预算 {deviation_rate}%，建议核查超支原因并采取控制措施"
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else:
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suggestion = f"实际值低于预算 {abs(deviation_rate)}%，建议分析是否预算过高或业务量未达预期"
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# 检查是否已存在相同的预警
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existing_alert = db.query(BudgetDeviationAlert).filter(
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BudgetDeviationAlert.kpi_id == bp.kpi_id,
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BudgetDeviationAlert.period == period,
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BudgetDeviationAlert.status == "open",
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).first()
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if existing_alert:
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continue
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alert = BudgetDeviationAlert(
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kpi_id=bp.kpi_id,
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period=period,
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budget_value=budget_val,
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actual_value=actual_val,
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deviation_rate=deviation_rate,
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deviation_value=deviation_value,
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alert_level=alert_level,
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status="open",
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suggestion=suggestion,
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)
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db.add(alert)
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alerts_generated += 1
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kpi_obj = db.query(KPIDefinition).filter(KPIDefinition.id == bp.kpi_id).first()
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alerts.append({
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"kpi_id": bp.kpi_id,
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"kpi_code": kpi_obj.kpi_code if kpi_obj else "",
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"kpi_name": kpi_obj.kpi_name if kpi_obj else "",
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"period": period,
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"budget_value": budget_val,
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"actual_value": actual_val,
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"deviation_rate": deviation_rate,
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"deviation_value": deviation_value,
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"alert_level": alert_level,
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"suggestion": suggestion,
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})
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|
||||
db.commit()
|
||||
|
||||
return {
|
||||
"message": f"检查完成，生成了 {alerts_generated} 条预警",
|
||||
"period": period,
|
||||
"threshold": threshold,
|
||||
"alerts_generated": alerts_generated,
|
||||
"alerts": alerts,
|
||||
}
|
||||
|
||||
|
||||
@router.get("/deviation-alerts")
|
||||
def list_deviation_alerts(
|
||||
kpi_id: Optional[int] = Query(None),
|
||||
period: Optional[str] = Query(None),
|
||||
alert_level: Optional[str] = Query(None),
|
||||
status: Optional[str] = Query(None),
|
||||
db: Session = Depends(get_db),
|
||||
):
|
||||
"""查询预算偏差预警记录"""
|
||||
from app.models import BudgetDeviationAlert
|
||||
query = db.query(BudgetDeviationAlert)
|
||||
if kpi_id:
|
||||
query = query.filter(BudgetDeviationAlert.kpi_id == kpi_id)
|
||||
if period:
|
||||
query = query.filter(BudgetDeviationAlert.period == period)
|
||||
if alert_level:
|
||||
query = query.filter(BudgetDeviationAlert.alert_level == alert_level)
|
||||
if status:
|
||||
query = query.filter(BudgetDeviationAlert.status == status)
|
||||
|
||||
alerts = query.order_by(BudgetDeviationAlert.created_at.desc()).all()
|
||||
result = []
|
||||
for a in alerts:
|
||||
kpi_obj = db.query(KPIDefinition).filter(KPIDefinition.id == a.kpi_id).first()
|
||||
result.append({
|
||||
"id": a.id,
|
||||
"kpi_id": a.kpi_id,
|
||||
"kpi_code": kpi_obj.kpi_code if kpi_obj else "",
|
||||
"kpi_name": kpi_obj.kpi_name if kpi_obj else "",
|
||||
"period": a.period,
|
||||
"budget_value": a.budget_value,
|
||||
"actual_value": a.actual_value,
|
||||
"deviation_rate": a.deviation_rate,
|
||||
"deviation_value": a.deviation_value,
|
||||
"alert_level": a.alert_level,
|
||||
"status": a.status,
|
||||
"suggestion": a.suggestion,
|
||||
"created_at": a.created_at.isoformat() if a.created_at else None,
|
||||
})
|
||||
return {"data": result, "total": len(result)}
|
||||
|
||||
|
||||
@router.put("/deviation-alerts/{alert_id}")
|
||||
def update_deviation_alert(
|
||||
alert_id: int,
|
||||
data: dict,
|
||||
db: Session = Depends(get_db),
|
||||
):
|
||||
"""更新偏差预警（如标记已解决）"""
|
||||
from app.models import BudgetDeviationAlert
|
||||
alert = db.query(BudgetDeviationAlert).filter(BudgetDeviationAlert.id == alert_id).first()
|
||||
if not alert:
|
||||
raise HTTPException(404, "预警记录不存在")
|
||||
if "status" in data:
|
||||
alert.status = data["status"]
|
||||
db.commit()
|
||||
return {"message": "预警已更新"}
|
||||
|
||||
|
||||
# ──────────────────────────────────────────────
|
||||
# 功能6: 预算方法三选一向导 (CMA P1 - 增量/零基/弹性)
|
||||
# ──────────────────────────────────────────────
|
||||
|
||||
Reference in New Issue
Block a user