diff --git a/backend/app/api/data_quality.py b/backend/app/api/data_quality.py index 7f2acc7e..7680eab4 100644 --- a/backend/app/api/data_quality.py +++ b/backend/app/api/data_quality.py @@ -516,3 +516,200 @@ def check_governance( "passed": passed, "rules_meta": RULES_META, } + + +# ============================================================ +# 财务七规则检查（governance-check）— 2026-08-30 P1 最终方案 +# 与 /check-governance 的区别： +# * 评分规则不同：error 扣 min(15, count*3)，warning 扣 min(10, count*1) +# * 规则2/3 用 Python 解析 suggestion JSON（不依赖 MySQL JSON 函数） +# * 规则4 区分 error(test/sync/虚拟) 与 manual(待人工确认 warning) +# * 规则7 按 status='active' 口径（与 budget.py 一致，避免多版本叠加失真） +# 只读幂等：不写库、不创建 KpiDataQualityLog +# ============================================================ + + +def _extract_plan_id(suggestion: str): + """从 kpi_alerts.suggestion (Text 存 JSON) 解析 plan_id；解析失败返回 None""" + if not suggestion: + return None + try: + data = json.loads(suggestion) + return data.get("plan_id") + except Exception: + return None + + +def _run_governance_checks(db: Session, entity_id: int = 0): + """执行财务七规则，返回 issues 列表（含 deducted 扣分）。entity_id=0 表示全部实体。""" + eid = entity_id or 0 + ent = " AND cp.entity_id = :eid" if eid else "" + issues = [] + + # ── 规则1 单位校验：amount > 10000（万元口径可疑）── + rows = db.execute(text( + "SELECT cp.id, cp.entity_id, cp.amount, cp.source, cp.description " + "FROM cash_plans cp WHERE cp.amount > 10000" + ent + " ORDER BY cp.amount DESC LIMIT 200" + ), {"eid": eid}).fetchall() + issues.append({ + "rule": "unit_check", "level": "error", + "count": len(rows), + "detail": [f"plan#{r.id} 金额{r.amount}(疑似元)" for r in rows[:DETAIL_LIMIT]] + + (["…等%d条" % len(rows)] if len(rows) > DETAIL_LIMIT else []), + }) + + # ── 规则2/3 共用数据：pending cash_plan 预警（实体筛选经 kpi_definitions）── + alert_sql = ( + "SELECT a.id, a.kpi_id, a.suggestion, d.entity_id AS kpi_entity_id " + "FROM kpi_alerts a JOIN kpi_definitions d ON d.id = a.kpi_id " + "WHERE a.alert_type = 'cash_plan' AND a.status = 'pending'" + ) + if eid: + alert_sql += " AND d.entity_id = :eid" + alert_rows = db.execute(text(alert_sql), {"eid": eid}).fetchall() + + # Python 侧解析 suggestion → plan_id（不依赖 MySQL JSON 函数） + parsed = [] # [(alert_id, kpi_id, plan_id)] + for r in alert_rows: + pid = _extract_plan_id(r.suggestion) + if pid is not None: + parsed.append((r.id, r.kpi_id, pid)) + + # 已存在的 cash_plans id 集合（规则3 判断孤儿用；实体筛选时仅看该实体下 plan） + plan_ids_sql = "SELECT id FROM cash_plans" + (" WHERE entity_id = :eid" if eid else "") + plan_id_set = {row[0] for row in db.execute(text(plan_ids_sql), {"eid": eid}).fetchall()} + + # ── 规则2 重复预警：同 plan_id 多条 pending 预警 ── + group_map = {} + for alert_id, kpi_id, pid in parsed: + group_map.setdefault(pid, []).append(alert_id) + dup_groups = [(pid, ids) for pid, ids in group_map.items() if len(ids) > 1] + dup_groups.sort(key=lambda x: -len(x[1])) + issues.append({ + "rule": "dup_alert", "level": "error", + "count": len(dup_groups), + "detail": [f"plan#{pid} 重复预警×{len(ids)}" for pid, ids in dup_groups[:DETAIL_LIMIT]] + + (["…等%d个plan" % len(dup_groups)] if len(dup_groups) > DETAIL_LIMIT else []), + }) + + # ── 规则3 孤儿预警：plan_id 指向不存在的 cash_plans ── + orphan_rows = [(aid, kid, pid) for aid, kid, pid in parsed if pid not in plan_id_set] + issues.append({ + "rule": "orphan_check", "level": "error", + "count": len(orphan_rows), + "detail": [f"预警#{aid}(kpi#{kid}) → plan#{pid} 不存在" for aid, kid, pid in orphan_rows[:DETAIL_LIMIT]] + + (["…等%d条" % len(orphan_rows)] if len(orphan_rows) > DETAIL_LIMIT else []), + }) + + # ── 规则4 虚拟污染：source 含 test/sync/虚拟 → error；source='manual' → 待人工确认 warning ── + rows = db.execute(text( + "SELECT cp.id, cp.entity_id, cp.source, cp.description FROM cash_plans cp " + "WHERE (cp.source LIKE '%test%' OR cp.source LIKE '%sync%' OR cp.source LIKE '%虚拟%' OR cp.source LIKE '%demo%')" + + ent + " ORDER BY cp.id LIMIT 200" + ), {"eid": eid}).fetchall() + manual_rows = db.execute(text( + "SELECT cp.id, cp.entity_id, cp.source, cp.description FROM cash_plans cp " + "WHERE cp.source = 'manual'" + ent + " ORDER BY cp.id LIMIT 200" + ), {"eid": eid}).fetchall() + issues.append({ + "rule": "virtual_pollution", "level": "error", + "count": len(rows), + "detail": [f"plan#{r.id} source={r.source} desc={r.description or ''}" for r in rows[:DETAIL_LIMIT]] + + (["…等%d条" % len(rows)] if len(rows) > DETAIL_LIMIT else []), + "manual_count": len(manual_rows), + "manual_detail": [f"plan#{r.id} source=manual(待人工确认)" for r in manual_rows[:DETAIL_LIMIT]] + + (["…等%d条" % len(manual_rows)] if len(manual_rows) > DETAIL_LIMIT else []), + }) + + # ── 规则5 实体归属：kpi_values.entity_id IS NOT NULL 且 != kpi_definitions.entity_id ── + ent_sql = ( + "SELECT v.id, v.kpi_id, d.kpi_code, v.entity_id AS v_eid, d.entity_id AS d_eid " + "FROM kpi_values v JOIN kpi_definitions d ON v.kpi_id = d.id " + "WHERE v.entity_id IS NOT NULL AND v.entity_id != d.entity_id" + ) + if eid: + ent_sql += " AND v.entity_id = :eid" + ent_sql += " ORDER BY v.id LIMIT 200" + ent_rows = db.execute(text(ent_sql), {"eid": eid}).fetchall() + issues.append({ + "rule": "entity_check", "level": "error", + "count": len(ent_rows), + "detail": [f"值#{r.id} {r.kpi_code} 实体{r.v_eid}≠定义实体{r.d_eid}" for r in ent_rows[:DETAIL_LIMIT]] + + (["…等%d条" % len(ent_rows)] if len(ent_rows) > DETAIL_LIMIT else []), + }) + + # ── 规则6 KPI完整性：active KPI 无任何实际值 ── + comp_sql = ( + "SELECT d.id, d.kpi_code, d.kpi_name FROM kpi_definitions d " + "WHERE d.status='active' AND NOT EXISTS (SELECT 1 FROM kpi_values v WHERE v.kpi_id = d.id)" + ) + if eid: + comp_sql += " AND d.entity_id = :eid" + comp_sql += " ORDER BY d.id LIMIT 300" + comp_rows = db.execute(text(comp_sql), {"eid": eid}).fetchall() + issues.append({ + "rule": "kpi_completeness", "level": "warning", + "count": len(comp_rows), + "detail": [f"{r.kpi_code} {r.kpi_name}(无值)" for r in comp_rows[:DETAIL_LIMIT]] + + (["…等%d个KPI" % len(comp_rows)] if len(comp_rows) > DETAIL_LIMIT else []), + }) + + # ── 规则7 勾稽验证：预算(active口径)年度合计 vs 年度目标 差异>20% ── + recon_sql = ( + "SELECT d.kpi_code, d.kpi_name, d.target_yearly, " + "COALESCE(SUM(b.budget_value),0) AS monthly_sum, " + "ROUND((COALESCE(SUM(b.budget_value),0) - d.target_yearly) / d.target_yearly * 100, 1) AS diff_pct " + "FROM kpi_definitions d JOIN budget_plans b ON b.kpi_id = d.id " + "WHERE d.status='active' AND d.target_yearly > 0 AND b.status='active'" + ) + if eid: + recon_sql += " AND d.entity_id = :eid" + recon_sql += " GROUP BY d.id HAVING ABS(diff_pct) > 20 ORDER BY ABS(diff_pct) DESC LIMIT 200" + recon_rows = db.execute(text(recon_sql), {"eid": eid}).fetchall() + issues.append({ + "rule": "reconciliation", "level": "warning", + "count": len(recon_rows), + "detail": [f"{r.kpi_code} 预算合计{round(r.monthly_sum, 1)} vs 年度目标{r.target_yearly} 差异{r.diff_pct}%" for r in recon_rows[:DETAIL_LIMIT]] + + (["…等%d个KPI" % len(recon_rows)] if len(recon_rows) > DETAIL_LIMIT else []), + }) + + # ── 评分：error 扣 min(15, count*3)，warning 扣 min(10, count*1)；规则4 manual 按 warning 附加扣 ── + total_deduct = 0 + for item in issues: + ded = 0 + if item["count"] > 0: + ded += min(15, item["count"] * 3) if item["level"] == "error" else min(10, item["count"] * 1) + # 规则4 附加：manual 待人工确认（warning 性质） + manual_cnt = item.get("manual_count") or 0 + if item["rule"] == "virtual_pollution" and manual_cnt > 0: + ded += min(10, manual_cnt * 1) + item["deducted"] = ded + total_deduct += ded + score = max(0, 100 - total_deduct) + + passed = [item["rule"] for item in issues if item["count"] == 0] + + return { + "checked_at": datetime.now().isoformat(timespec="seconds"), + "entity_id": eid, + "score": score, + "total_deduct": total_deduct, + "total_rules": len(issues), + "issues": issues, + "passed": passed, + "rules_meta": RULES_META, + } + + +@router.get("/governance-check") +def governance_check( + entity_id: Optional[int] = Query(0, description="实体ID: 0=全部, 1=酣客, 2=博海"), + db: Session = Depends(get_db), +): + """财务七规则检查（DAMA数据治理）— 只读幂等，不写库。 + + 7条规则: unit_check/dup_alert/orphan_check/virtual_pollution/entity_check/kpi_completeness/reconciliation + 评分: 满分100，error 扣 min(15, count*3)，warning 扣 min(10, count*1)，score=max(0, 100-总扣分) + 实体筛选: entity_id 参数（0=全部）。 + """ + return _run_governance_checks(db, entity_id or 0) diff --git a/frontend/src/api/index.ts b/frontend/src/api/index.ts index 1586ce52..596a62f2 100644 --- a/frontend/src/api/index.ts +++ b/frontend/src/api/index.ts @@ -346,6 +346,8 @@ export const dataQualityApi = { deleteLog: (id: number) => api.delete(`/data-quality/logs/${id}`), // DAMA数据治理规则检查（财务七规则） checkGovernance: (params?: any) => api.get('/data-quality/check-governance', { params }), + // 财务七规则检查（最终方案：评分+7规则+实体筛选，只读幂等） + governanceCheck: (params?: any) => api.get('/data-quality/governance-check', { params }), } export const biReportApi = { diff --git a/frontend/src/views/DataQuality.vue b/frontend/src/views/DataQuality.vue index 6aac344f..7ea47219 100644 --- a/frontend/src/views/DataQuality.vue +++ b/frontend/src/views/DataQuality.vue @@ -2,260 +2,284 @@
数据质量监控 -
- 执行全量检查 - 刷新 -
- - - - -
-
{{ stats.total_kpis }}
-
KPI总数
-
- - - - -
-
{{ stats.open_logs }}
-
未解决异常
-
- - - - -
-
{{ stats.severity_counts?.critical ?? 0 }}
-
严重异常
-
- - - - -
-
{{ stats.type_counts?.missing_data ?? 0 }}
-
数据缺失
-
- - - - - - - - - -
-
- {{ stats.completeness?.score ?? '-' }}% -
-
- 完整 {{ stats.completeness?.complete ?? 0 }} / 总计 {{ stats.completeness?.total ?? 0 }} -
-
- 缺失元数据: {{ stats.completeness?.missing_metadata ?? 0 }} 个KPI -
- -
- - - - - -
-
- {{ stats.data_missing?.rate ?? '-' }}% -
-
- 无数据值的KPI: {{ stats.data_missing?.count ?? 0 }} -
-
- 总计 {{ stats.data_missing?.total ?? 0 }} 个KPI -
- -
- - - - - -
-
- {{ stats.stale_data?.count ?? 0 }} -
-
- 个KPI超过 {{ stats.stale_data?.threshold_days ?? 180 }} 天未更新 -
- - 建议立即检查数据源 - - - 数据更新正常 - -
- - - - - - - - - - - - - - - - - - - -
- - - -
- 检查时间: {{ govCheckedAt || '-' }}
- 通过 {{ govPassedCount }} / {{ govIssues.length }} 条规则 -
-
- - - - - - - +
+ 完整 {{ stats.completeness?.complete ?? 0 }} / 总计 {{ stats.completeness?.total ?? 0 }} +
+
+ 缺失元数据: {{ stats.completeness?.missing_metadata ?? 0 }} 个KPI +
+ +
+ + + + + +
+
+ {{ stats.data_missing?.rate ?? '-' }}% +
+
+ 无数据值的KPI: {{ stats.data_missing?.count ?? 0 }} +
+
+ 总计 {{ stats.data_missing?.total ?? 0 }} 个KPI +
+ +
+ + + + + +
+
+ {{ stats.stale_data?.count ?? 0 }} +
+
+ 个KPI超过 {{ stats.stale_data?.threshold_days ?? 180 }} 天未更新 +
+ + 建议立即检查数据源 + + + 数据更新正常 + +
+ + + + + + + + + + + + + + + + + + + + + - - - - - - - - - - + + + + + + + + + + + + - - - + + + - - - - - - - - - - - - - - - - - - - - - - - - - - + + @@ -266,6 +290,9 @@ import VChart from 'vue-echarts' import 'echarts' import { dataQualityApi } from '../api/index' +const activeTab = ref('kpi') +const govLoaded = ref(false) + const stats = ref({}) const logs = ref([]) const loading = ref(false) @@ -273,8 +300,9 @@ const checking = ref(false) const filterSeverity = ref('') const filterStatus = ref('') -// DAMA 数据治理规则检查状态 +// DAMA 数据治理规则检查状态（财务七规则） const govScore = ref(0) +const govTotalDeduct = ref(0) const govIssues = ref([]) const govCheckedAt = ref('') const govEntity = ref(0) @@ -310,22 +338,30 @@ const staleDataColor = computed(() => { return '#f56c6c' }) -// ── DAMA治理规则 computed ── +// ── DAMA治理规则（财务七规则）computed ── const govPassedCount = computed(() => govIssues.value.filter((i: any) => i.count === 0).length) const govScoreColor = computed(() => { if (govScore.value >= 90) return '#67c23a' - if (govScore.value >= 60) return '#e6a23c' + if (govScore.value >= 70) return '#e6a23c' return '#f56c6c' }) +function govCountColor(row: any) { + if (row.count > 0) return '#f56c6c' + if ((row.manual_count ?? 0) > 0) return '#e6a23c' + return '#67c23a' +} + function govRuleStatus(row: any) { if (row.count > 0) return row.level === 'error' ? 'danger' : 'warning' + if ((row.manual_count ?? 0) > 0) return 'warning' // 待人工确认 return 'success' } function govRuleStatusText(row: any) { if (row.count > 0) return row.level === 'error' ? '异常' : '警告' + if ((row.manual_count ?? 0) > 0) return '待确认' return '通过' } @@ -337,6 +373,14 @@ function govRuleDesc(rule: string) { return govRuleMeta.value?.[rule]?.desc || '' } +function handleTabChange(name: string | number) { + // Tab2 懒加载：首次切换到"财务七规则"时才请求 + if (name === 'gov' && !govLoaded.value) { + govLoaded.value = true + runGovernanceCheck() + } +} + async function loadStats() { try { const r: any = await dataQualityApi.stats(); stats.value = r } catch (e) {} } @@ -371,8 +415,9 @@ async function runGovernanceCheck() { try { const params: any = {} if (govEntity.value) params.entity_id = govEntity.value - const r: any = await dataQualityApi.checkGovernance(params) + const r: any = await dataQualityApi.governanceCheck(params) govScore.value = r.score ?? 0 + govTotalDeduct.value = r.total_deduct ?? 0 govIssues.value = r.issues || [] govCheckedAt.value = (r.checked_at || '').replace('T', ' ').slice(0, 19) govRuleMeta.value = r.rules_meta || {} @@ -396,7 +441,7 @@ async function updateStatus(id: number, status: string) { onMounted(() => { loadStats() loadLogs() - runGovernanceCheck() + // Tab2 懒加载：不主动请求 governance-check，切换到 Tab2 时触发 })