feat: 持续规划 — 滚动预算+自动延展+对比线+偏差告警

backend/app/api/budget.py

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

backend/app/models/__init__.py

@@ -382,6 +382,32 @@ class CashForecast(Base):
     created_at = Column(DateTime, server_default=func.now())
 
 
+class SystemConfig(Base):
+    """系统配置 — key-value存储"""
+    __tablename__ = "system_configs"
+    id = Column(Integer, primary_key=True, index=True)
+    config_key = Column(String(100), unique=True, nullable=False, comment="配置键")
+    config_value = Column(String(500), nullable=True, comment="配置值")
+    description = Column(String(500), nullable=True, comment="配置说明")
+    updated_at = Column(DateTime, server_default=func.now(), onupdate=func.now())
+
+
+class BudgetDeviationAlert(Base):
+    """预算偏差预警记录"""
+    __tablename__ = "budget_deviation_alerts"
+    id = Column(Integer, primary_key=True, index=True)
+    kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=False, comment="关联KPI")
+    period = Column(String(20), nullable=False, comment="期间 YYYY-MM")
+    budget_value = Column(Float, nullable=True, comment="预算值")
+    actual_value = Column(Float, nullable=True, comment="实际值")
+    deviation_rate = Column(Float, nullable=True, comment="偏差率 %")
+    deviation_value = Column(Float, nullable=True, comment="偏差绝对值")
+    alert_level = Column(String(20), default="warning", comment="warning/critical")
+    status = Column(String(20), default="open", comment="open/resolved/ignored")
+    suggestion = Column(String(500), nullable=True, comment="处理建议")
+    created_at = Column(DateTime, server_default=func.now())
+
+
 class ForecastAccuracy(Base):
     """预测准确率 — 上期预测 vs 本期实际"""
     __tablename__ = "forecast_accuracy"

frontend/src/api/index.ts

@@ -150,6 +150,15 @@ export const budgetApi = {
   autoDecompose: (data: any) => api.post('/budget/auto-decompose', data),
   deviationReport: (params?: any) => api.get('/budget/deviation-report', { params }),
   methodComparison: (data: any) => api.post('/budget/method-comparison', data),
+  // 持续规划
+  getConfig: () => api.get('/budget/config'),
+  setConfig: (data: any) => api.post('/budget/config', data),
+  rollForward: () => api.post('/budget/roll-forward'),
+  getComparison: (params?: any) => api.get('/budget/comparison', { params }),
+  getKpiComparison: (kpiId: number, params?: any) => api.get(`/budget/comparison/kpi/${kpiId}`, { params }),
+  deviationCheck: (data: any) => api.post('/budget/deviation-check', data),
+  listDeviationAlerts: (params?: any) => api.get('/budget/deviation-alerts', { params }),
+  updateDeviationAlert: (id: number, data: any) => api.put(`/budget/deviation-alerts/${id}`, data),
 }
 
 export const costApi = {

frontend/src/views/BudgetManagement.vue

@@ -29,6 +29,21 @@
           <el-switch v-model="batchEditMode" active-text="批量编辑" inactive-text="逐行编辑" @change="onBatchEditToggle" />
           <el-button v-if="batchEditMode" type="primary" @click="batchSaveAll" :loading="batchSavingAll" :disabled="changedRows.length === 0">批量保存 ({{ changedRows.length }})</el-button>
           <el-button v-if="batchEditMode" @click="batchCancelAll">取消</el-button>
+          <el-divider direction="vertical" />
+          <div style="display:flex;align-items:center;gap:6px;font-size:12px;">
+            <span style="color:#909399;">预算模式：</span>
+            <el-switch 
+              v-model="budgetMode" 
+              active-value="rolling" 
+              inactive-value="fixed"
+              active-text="滚动预算" 
+              inactive-text="固定预算"
+              @change="onBudgetModeChange"
+            />
+            <el-tag v-if="budgetMode === 'rolling'" size="small" type="warning" effect="plain">滚动12月</el-tag>
+            <el-tag v-else size="small" type="info" effect="plain">固定年度</el-tag>
+          </div>
+          <el-button v-if="budgetMode === 'rolling'" size="small" type="warning" @click="doRollForward" :loading="rollingForward">延展</el-button>
         </div>
         <template v-if="budgetViewMode === 'list'">
         <el-table :data="budgetList" v-loading="loading" border stripe size="small" style="width:100%;" :row-class-name="rowClass" :empty-text="filterYear ? '暂无数据，在行内编辑填值后保存即可创建' : '请先选择年份'">
@@ -222,6 +237,132 @@
           </div>
         </div>
       </el-tab-pane>
+
+      <el-tab-pane label="持续规划" name="rolling">
+        <el-tabs v-model="rollingTab" type="border-card" style="margin-top:4px;">
+          <el-tab-pane label="实际vs预测对比" name="comparison">
+            <div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;align-items:center;">
+              <el-select v-model="comparisonYear" placeholder="年份" style="width:100px;"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
+              <el-select v-model="comparisonKpiId" placeholder="选择KPI(可选)" filterable clearable style="width:220px;" @change="loadComparison">
+                <el-option v-for="k in comparisonKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
+              </el-select>
+              <el-button type="primary" @click="loadComparison">刷新</el-button>
+              <el-tag v-if="budgetMode === 'rolling'" size="small" type="warning">滚动预算 - 当前月之后为预测值</el-tag>
+              <el-tag v-else size="small" type="info">固定预算</el-tag>
+            </div>
+
+            <!-- 对比图表 -->
+            <el-card v-if="comparisonData.length > 0" shadow="hover" style="margin-bottom:16px;">
+              <div ref="comparisonChartRef" style="width:100%;height:360px;"></div>
+            </el-card>
+
+            <!-- 分界点指示 & 摘要 -->
+            <el-row :gutter="16" style="margin-bottom:16px;" v-if="comparisonSummary">
+              <el-col :span="6" v-for="s in comparisonSummary" :key="s.label">
+                <el-card shadow="hover">
+                  <div style="text-align:center;">
+                    <div style="font-size:12px;color:#999;">{{ s.label }}</div>
+                    <div style="font-size:20px;font-weight:600;margin-top:4px;" :style="{color: s.color}">{{ s.value }}</div>
+                  </div>
+                </el-card>
+              </el-col>
+            </el-row>
+
+            <!-- 对比详情表格 -->
+            <el-table :data="comparisonData" v-loading="comparisonLoading" border stripe size="small" style="width:100%;">
+              <el-table-column prop="period" label="期间" width="100" />
+              <el-table-column prop="budget_total" label="预算值" width="150"><template #default="{ row }">{{ formatNumber(row.budget_total) }}</template></el-table-column>
+              <el-table-column prop="actual_total" label="实际值" width="150"><template #default="{ row }">{{ row.actual_total != null ? formatNumber(row.actual_total) : '--' }}</template></el-table-column>
+              <el-table-column label="偏差率" width="130">
+                <template #default="{ row }">
+                  <el-tag v-if="row.deviation_rate != null" :type="Math.abs(row.deviation_rate) > 20 ? 'danger' : Math.abs(row.deviation_rate) > 10 ? 'warning' : 'success'" size="small">
+                    {{ row.deviation_rate > 0 ? '+' : '' }}{{ row.deviation_rate }}%
+                  </el-tag>
+                  <span v-else style="color:#ccc;">--</span>
+                </template>
+              </el-table-column>
+              <el-table-column label="类型标记" width="120">
+                <template #default="{ row }">
+                  <el-tag v-if="row.is_prediction" size="small" type="warning">预测值</el-tag>
+                  <el-tag v-else-if="row.is_current_period" size="small" type="danger">当前期</el-tag>
+                  <el-tag v-else size="small" type="success">已发生</el-tag>
+                </template>
+              </el-table-column>
+            </el-table>
+            <div v-if="comparisonData.length === 0 && !comparisonLoading" style="padding:40px 0;text-align:center;color:#999;">
+              <p>暂无对比数据，请先录入预算和实际值</p>
+            </div>
+          </el-tab-pane>
+
+          <el-tab-pane label="偏差告警" name="alerts">
+            <div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;align-items:center;">
+              <el-select v-model="alertFilterPeriod" placeholder="期间" style="width:120px;">
+                <el-option v-for="p in alertPeriodOptions" :key="p" :label="p" :value="p" />
+              </el-select>
+              <el-select v-model="alertFilterLevel" placeholder="级别" clearable style="width:100px;">
+                <el-option label="严重" value="critical" />
+                <el-option label="警告" value="warning" />
+              </el-select>
+              <el-select v-model="alertFilterStatus" placeholder="状态" clearable style="width:100px;">
+                <el-option label="未处理" value="open" />
+                <el-option label="已解决" value="resolved" />
+                <el-option label="已忽略" value="ignored" />
+              </el-select>
+              <el-button type="primary" @click="loadDeviationAlerts">查询</el-button>
+              <el-button type="danger" @click="doDeviationCheck" :loading="deviationChecking">执行偏差检查 (超20%告警)</el-button>
+            </div>
+
+            <el-alert
+              v-if="deviationAlertMessage"
+              :title="deviationAlertMessage"
+              type="info"
+              show-icon
+              :closable="true"
+              style="margin-bottom:12px;"
+              @close="deviationAlertMessage = ''"
+            />
+
+            <el-table :data="deviationAlerts" v-loading="alertLoading" border stripe size="small" style="width:100%;">
+              <el-table-column prop="period" label="期间" width="90" />
+              <el-table-column prop="kpi_code" label="KPI编码" width="100" />
+              <el-table-column prop="kpi_name" label="KPI名称" min-width="140" />
+              <el-table-column prop="budget_value" label="预算值" width="120"><template #default="{ row }">{{ formatNumber(row.budget_value) }}</template></el-table-column>
+              <el-table-column prop="actual_value" label="实际值" width="120"><template #default="{ row }">{{ formatNumber(row.actual_value) }}</template></el-table-column>
+              <el-table-column prop="deviation_rate" label="偏差率" width="110">
+                <template #default="{ row }">
+                  <el-tag :type="Math.abs(row.deviation_rate) > 50 ? 'danger' : 'warning'" size="small">
+                    {{ row.deviation_rate > 0 ? '+' : '' }}{{ row.deviation_rate }}%
+                  </el-tag>
+                </template>
+              </el-table-column>
+              <el-table-column label="级别" width="80">
+                <template #default="{ row }">
+                  <el-tag :type="row.alert_level === 'critical' ? 'danger' : 'warning'" size="small">
+                    {{ row.alert_level === 'critical' ? '严重' : '警告' }}
+                  </el-tag>
+                </template>
+              </el-table-column>
+              <el-table-column prop="suggestion" label="建议" min-width="180" />
+              <el-table-column label="状态" width="90">
+                <template #default="{ row }">
+                  <el-tag v-if="row.status === 'open'" type="danger" size="small">未处理</el-tag>
+                  <el-tag v-else-if="row.status === 'resolved'" type="success" size="small">已解决</el-tag>
+                  <el-tag v-else type="info" size="small">已忽略</el-tag>
+                </template>
+              </el-table-column>
+              <el-table-column label="操作" width="120" fixed="right">
+                <template #default="{ row }">
+                  <el-button v-if="row.status === 'open'" size="small" type="success" @click="resolveAlert(row)">标记解决</el-button>
+                  <el-button v-else-if="row.status === 'resolved'" size="small" @click="reopenAlert(row)">重新打开</el-button>
+                </template>
+              </el-table-column>
+            </el-table>
+            <div v-if="deviationAlerts.length === 0 && !alertLoading" style="padding:40px 0;text-align:center;color:#999;">
+              <p>暂无偏差预警，点击「执行偏差检查」扫描当前期间</p>
+            </div>
+          </el-tab-pane>
+        </el-tabs>
+      </el-tab-pane>
     </el-tabs>
 
     <MyDialog v-model="showAddBudget" title="新增预算" :width="500">
@@ -283,13 +424,14 @@
 </div>
 </template>
 <script setup lang="ts">
-import { ref, onMounted, computed, watch } from 'vue'
+import { ref, onMounted, computed, watch, nextTick } from 'vue'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { budgetApi, kpiApi, mapApi, actionPlanApi } from '../api/index'
 import MyDialog from '../components/MyDialog.vue'
 
 const activeTab = ref('input')
 const currentYear = new Date().getFullYear()
+const currentMonth = new Date().getMonth() + 1
 const yearOptions = computed(() => { const y: number[] = []; for (let i = currentYear - 2; i <= currentYear + 2; i++) y.push(i); return y })
 const filterYear = ref(currentYear); const filterMonth = ref(0); const searchKpi = ref('')
 const loading = ref(false); const budgetList = ref<any[]>([]); const page = ref(1); const pageSize = ref(20); const total = ref(0); const noMap = ref(false)
@@ -524,16 +666,247 @@ function confirmMethod() {
   }
 }
 
+// ── 滚动/固定预算切换 ──
+const budgetMode = ref('fixed')
+const rollingForward = ref(false)
+
+async function loadBudgetConfig() {
+  try {
+    const r: any = await budgetApi.getConfig()
+    budgetMode.value = r.budget_mode || r.mode || 'fixed'
+  } catch { budgetMode.value = 'fixed' }
+}
+
+async function onBudgetModeChange(mode: string) {
+  try {
+    await budgetApi.setConfig({ mode, rolling_months: 12 })
+    ElMessage.success(`预算模式已切换为${mode === 'rolling' ? '滚动预算' : '固定预算'}`)
+    loadBudget()
+  } catch (e: any) {
+    budgetMode.value = mode === 'rolling' ? 'fixed' : 'rolling'
+    ElMessage.error(e?.response?.data?.detail || '切换失败')
+  }
+}
+
+async function doRollForward() {
+  rollingForward.value = true
+  try {
+    const r: any = await budgetApi.rollForward()
+    ElMessage.success(r.message || '滚动预算已延展')
+    if (r.rolled_kpis?.length > 0) {
+      ElMessage.info(`新增了 ${r.rolled_kpis.length} 个KPI的未来一个月预测`)
+    }
+    loadBudget()
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.detail || '延展失败')
+  }
+  rollingForward.value = false
+}
+
+// ── 实际vs预测对比 ──
+const rollingTab = ref('comparison')
+const comparisonYear = ref(currentYear)
+const comparisonKpiId = ref<number | null>(null)
+const comparisonLoading = ref(false)
+const comparisonData = ref<any[]>([])
+const comparisonSummary = ref<any[]>([])
+const comparisonKpiOptions = ref<any[]>([])
+const comparisonChartRef = ref<HTMLElement | null>(null)
+let comparisonChart: any = null
+
+async function loadComparisonKpiOptions() {
+  try {
+    const r: any = await kpiApi.list({ page_size: 200 })
+    const d = r.data || r || []
+    comparisonKpiOptions.value = Array.isArray(d) ? d : (d.items || [])
+  } catch { comparisonKpiOptions.value = [] }
+}
+
+async function loadComparison() {
+  comparisonLoading.value = true
+  try {
+    const params: any = { year: comparisonYear.value }
+    if (comparisonKpiId.value) params.kpi_id = comparisonKpiId.value
+    const r: any = await budgetApi.getComparison(params)
+    comparisonData.value = r.months_data || []
+    // 计算摘要
+    const md = comparisonData.value
+    const totalBudget = md.reduce((s: number, m: any) => s + (m.budget_total || 0), 0)
+    const totalActual = md.reduce((s: number, m: any) => s + (m.actual_total || 0), 0)
+    const maxDevRate = Math.max(...md.filter((m: any) => m.deviation_rate != null).map((m: any) => Math.abs(m.deviation_rate)), 0)
+    const alertCount = md.filter((m: any) => m.deviation_rate != null && Math.abs(m.deviation_rate) > 20).length
+    comparisonSummary.value = [
+      { label: '预算总额', value: formatNumber(totalBudget), color: '#409eff' },
+      { label: '实际总额', value: totalActual > 0 ? formatNumber(totalActual) : '--', color: totalActual > totalBudget ? '#f56c6c' : '#67c23a' },
+      { label: '最大偏差率', value: maxDevRate > 0 ? `${maxDevRate}%` : '--', color: maxDevRate > 20 ? '#f56c6c' : '#67c23a' },
+      { label: '超20%偏差月数', value: `${alertCount}个月`, color: alertCount > 0 ? '#f56c6c' : '#67c23a' },
+    ]
+    // 渲染echarts图表
+    await nextTick()
+    renderComparisonChart()
+  } catch (e: any) {
+    ElMessage.error('加载对比数据失败')
+    comparisonData.value = []
+  }
+  comparisonLoading.value = false
+}
+
+function renderComparisonChart() {
+  if (!comparisonChartRef.value) return
+  // 使用ECharts
+  const echarts = (window as any).echarts
+  if (!echarts) {
+    // 如果没有全局echarts，尝试从已挂载的组件获取
+    import('echarts').then(echarts => {
+      doRenderChart(echarts)
+    }).catch(() => {
+      // ECharts可能已经在vendor bundle中
+      if ((window as any).echarts) doRenderChart((window as any).echarts)
+    })
+    return
+  }
+  doRenderChart(echarts)
+}
+
+function doRenderChart(echarts: any) {
+  if (comparisonChart) comparisonChart.dispose()
+  comparisonChart = echarts.init(comparisonChartRef.value!)
+  const data = comparisonData.value
+  const periods = data.map((d: any) => d.period)
+  const budgetValues = data.map((d: any) => d.budget_total != null ? d.budget_total : null)
+  const actualValues = data.map((d: any) => d.actual_total != null ? d.actual_total : null)
+
+  // 找到分界点（当前期之后为预测）
+  const nowPeriod = `${currentYear}-${String(currentMonth).padStart(2, '0')}`
+  const splitIndex = periods.findIndex((p: string) => p > nowPeriod)
+
+  const option = {
+    tooltip: { trigger: 'axis' },
+    legend: { data: ['预算值', '实际值'] },
+    grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
+    xAxis: { type: 'category', data: periods, axisLabel: { rotate: 45 } },
+    yAxis: { type: 'value' },
+    series: [
+      {
+        name: '预算值',
+        type: 'line',
+        data: budgetValues,
+        smooth: true,
+        lineStyle: { width: 2, color: '#409eff' },
+        itemStyle: { color: '#409eff' },
+        markLine: splitIndex >= 0 ? {
+          data: [{ xAxis: periods[splitIndex] || periods[splitIndex - 1] }],
+          label: { formatter: '▼ 预测开始', color: '#e6a23c' },
+          lineStyle: { color: '#e6a23c', type: 'dashed', width: 2 },
+        } : undefined,
+      },
+      {
+        name: '实际值',
+        type: 'bar',
+        data: actualValues,
+        barWidth: '20%',
+        itemStyle: {
+          color: (params: any) => {
+            const item = data[params.dataIndex]
+            if (!item) return '#67c23a'
+            if (item.actual_total == null) return '#d9d9d9'
+            if (item.deviation_rate != null && Math.abs(item.deviation_rate) > 20) return '#f56c6c'
+            if (item.deviation_rate != null && Math.abs(item.deviation_rate) > 10) return '#e6a23c'
+            return '#67c23a'
+          },
+        },
+      },
+    ],
+  }
+  comparisonChart.setOption(option)
+}
+
+// ── 偏差告警 ──
+const alertFilterPeriod = ref(`${currentYear}-${String(currentMonth).padStart(2, '0')}`)
+const alertFilterLevel = ref('')
+const alertFilterStatus = ref('')
+const alertLoading = ref(false)
+const deviationAlerts = ref<any[]>([])
+const deviationChecking = ref(false)
+const deviationAlertMessage = ref('')
+
+const alertPeriodOptions = computed(() => {
+  const opts: string[] = []
+  for (let m = 1; m <= 12; m++) {
+    opts.push(`${currentYear}-${String(m).padStart(2, '0')}`)
+  }
+  return opts
+})
+
+async function loadDeviationAlerts() {
+  alertLoading.value = true
+  try {
+    const params: any = {}
+    if (alertFilterPeriod.value) params.period = alertFilterPeriod.value
+    if (alertFilterLevel.value) params.alert_level = alertFilterLevel.value
+    if (alertFilterStatus.value) params.status = alertFilterStatus.value
+    const r: any = await budgetApi.listDeviationAlerts(params)
+    deviationAlerts.value = r.data || []
+  } catch { deviationAlerts.value = [] }
+  alertLoading.value = false
+}
+
+async function doDeviationCheck() {
+  deviationChecking.value = true
+  deviationAlertMessage.value = ''
+  try {
+    const r: any = await budgetApi.deviationCheck({
+      period: alertFilterPeriod.value,
+      threshold: 20,
+    })
+    if (r.alerts_generated > 0) {
+      deviationAlertMessage.value = `偏差检查完成：生成了 ${r.alerts_generated} 条预警`
+      ElMessage.warning(`发现 ${r.alerts_generated} 条偏差预警`)
+    } else {
+      deviationAlertMessage.value = '偏差检查完成：未发现超过20%的偏差'
+      ElMessage.success('未发现偏差预警')
+    }
+    loadDeviationAlerts()
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.detail || '偏差检查失败')
+  }
+  deviationChecking.value = false
+}
+
+async function resolveAlert(row: any) {
+  try {
+    await budgetApi.updateDeviationAlert(row.id, { status: 'resolved' })
+    ElMessage.success('已标记为已解决')
+    row.status = 'resolved'
+    loadDeviationAlerts()
+  } catch { ElMessage.error('操作失败') }
+}
+
+async function reopenAlert(row: any) {
+  try {
+    await budgetApi.updateDeviationAlert(row.id, { status: 'open' })
+    ElMessage.success('已重新打开')
+    row.status = 'open'
+    loadDeviationAlerts()
+  } catch { ElMessage.error('操作失败') }
+}
+
 watch(activeTab, (tab) => {
   if (tab === 'decompose') loadBudget()
   else if (tab === 'strategy') loadStrategyBudget()
   else if (tab === 'versions') loadVersions()
   else if (tab === 'execution') loadExecutionReport()
   else if (tab === 'method') refreshMethodComparison()
+  else if (tab === 'rolling') {
+    loadComparison()
+    loadDeviationAlerts()
+  }
 })
 onMounted(async () => {
   await loadPublishedMaps()
   loadBudget()
+  loadBudgetConfig()
+  loadComparisonKpiOptions()
 })
 </script>