feat(data-quality): 财务七规则 governance-check 端点+前端Tab（最终方案）

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)

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 = {

frontend/src/views/DataQuality.vue

@@ -2,6 +2,13 @@
   <div>
     <div class="flex-between section-gap">
       <span class="page-title">数据质量监控</span>
+    </div>
+
+    <el-tabs v-model="activeTab" class="section-gap" @tab-change="handleTabChange">
+      <!-- ── Tab1: KPI质量监控 ── -->
+      <el-tab-pane label="KPI质量监控" name="kpi">
+        <div class="flex-between" style="margin-bottom:16px;">
+          <span style="color:#909399;font-size:13px;">KPI值质量检查（缺失/骤变/持平/离群）</span>
           <div>
             <el-button type="primary" @click="runCheck" :loading="checking">执行全量检查</el-button>
             <el-button @click="loadLogs">刷新</el-button>
@@ -121,80 +128,6 @@
           </el-col>
         </el-row>
 
-    <!-- DAMA 数据治理规则检查（财务七规则） -->
-    <el-card shadow="never" class="section-gap">
-      <template #header>
-        <div style="display:flex;justify-content:space-between;align-items:center;flex-wrap:wrap;gap:8px;">
-          <span>🛡️ DAMA数据治理规则检查（财务七规则）</span>
-          <div>
-            <el-select v-model="govEntity" style="width:130px;margin-right:8px;" @change="runGovernanceCheck">
-              <el-option label="全部实体" :value="0" />
-              <el-option label="酣客" :value="1" />
-              <el-option label="博海" :value="2" />
-            </el-select>
-            <el-button type="primary" @click="runGovernanceCheck" :loading="govChecking">重新检查</el-button>
-          </div>
-        </div>
-      </template>
-
-      <el-row :gutter="16">
-        <el-col :span="6">
-          <div style="text-align:center;padding:20px 0;">
-            <el-progress type="dashboard" :percentage="govScore" :color="govScoreColor" :width="150">
-              <template #default>
-                <div style="font-size:32px;font-weight:700;line-height:1.2;">{{ govScore }}</div>
-                <div style="font-size:12px;color:#999;">质量评分</div>
-              </template>
-            </el-progress>
-            <div style="font-size:12px;color:#999;margin-top:10px;line-height:1.8;">
-              检查时间: {{ govCheckedAt || '-' }}<br />
-              通过 {{ govPassedCount }} / {{ govIssues.length }} 条规则
-            </div>
-          </div>
-        </el-col>
-        <el-col :span="18">
-          <el-table :data="govIssues" size="small" border>
-            <el-table-column type="expand">
-              <template #default="{ row }">
-                <div style="padding:10px 18px;background:#fafafa;">
-                  <div v-if="row.detail && row.detail.length" style="font-size:12px;line-height:24px;color:#606266;">
-                    <div v-for="(d, i) in row.detail" :key="i">• {{ d }}</div>
-                  </div>
-                  <div v-else style="font-size:12px;color:#67c23a;">✓ 未发现异常</div>
-                </div>
-              </template>
-            </el-table-column>
-            <el-table-column label="状态" width="80">
-              <template #default="{ row }">
-                <el-tag :type="govRuleStatus(row)" size="small">{{ govRuleStatusText(row) }}</el-tag>
-              </template>
-            </el-table-column>
-            <el-table-column label="规则" width="160">
-              <template #default="{ row }">
-                <span style="font-weight:600;">{{ govRuleName(row.rule) }}</span>
-                <div style="font-size:11px;color:#999;">{{ row.rule }}</div>
-              </template>
-            </el-table-column>
-            <el-table-column label="检查内容" min-width="240">
-              <template #default="{ row }">{{ govRuleDesc(row.rule) }}</template>
-            </el-table-column>
-            <el-table-column label="级别" width="80">
-              <template #default="{ row }">
-                <el-tag :type="row.level === 'error' ? 'danger' : 'warning'" size="small">
-                  {{ row.level === 'error' ? '异常' : '警告' }}
-                </el-tag>
-              </template>
-            </el-table-column>
-            <el-table-column label="异常数" width="90">
-              <template #default="{ row }">
-                <span :style="{ color: row.count > 0 ? '#f56c6c' : '#67c23a', fontWeight: 600 }">{{ row.count }}</span>
-              </template>
-            </el-table-column>
-          </el-table>
-        </el-col>
-      </el-row>
-    </el-card>
-
         <!-- 质量日志列表 -->
         <el-card shadow="never">
           <template #header>
@@ -256,6 +189,97 @@
           </el-table>
           <el-empty v-if="!loading && logs.length === 0" description="暂无质量异常日志" />
         </el-card>
+      </el-tab-pane>
+
+      <!-- ── Tab2: 财务七规则 ── -->
+      <el-tab-pane label="财务七规则" name="gov">
+        <div v-if="govLoaded">
+          <el-card shadow="never" class="section-gap">
+            <template #header>
+              <div style="display:flex;justify-content:space-between;align-items:center;flex-wrap:wrap;gap:8px;">
+                <span>🛡️ DAMA数据治理规则检查（财务七规则）</span>
+                <div>
+                  <el-select v-model="govEntity" style="width:130px;margin-right:8px;" @change="runGovernanceCheck">
+                    <el-option label="全部实体" :value="0" />
+                    <el-option label="酣客" :value="1" />
+                    <el-option label="博海" :value="2" />
+                  </el-select>
+                  <el-button type="primary" @click="runGovernanceCheck" :loading="govChecking">重新检查</el-button>
+                </div>
+              </div>
+            </template>
+
+            <el-row :gutter="16">
+              <!-- 评分大数字 -->
+              <el-col :span="6">
+                <div style="text-align:center;padding:16px 0;border-right:1px solid #f0f0f0;">
+                  <div :style="{ fontSize: '56px', fontWeight: 700, lineHeight: 1.2, color: govScoreColor }">
+                    {{ govScore }}
+                  </div>
+                  <div style="font-size:13px;color:#999;margin-top:4px;">质量评分（满分100）</div>
+                  <div style="font-size:12px;color:#999;margin-top:12px;line-height:1.8;">
+                    检查时间: {{ govCheckedAt || '-' }}<br />
+                    通过 {{ govPassedCount }} / 7 条规则<br />
+                    共扣 {{ govTotalDeduct }} 分
+                  </div>
+                </div>
+              </el-col>
+
+              <!-- 规则列表 -->
+              <el-col :span="18">
+                <el-table :data="govIssues" size="small" border>
+                  <el-table-column type="expand">
+                    <template #default="{ row }">
+                      <div style="padding:10px 18px;background:#fafafa;">
+                        <div v-if="row.detail && row.detail.length" style="font-size:12px;line-height:24px;color:#606266;">
+                          <div v-for="(d, i) in row.detail" :key="i">• {{ d }}</div>
+                        </div>
+                        <div v-else style="font-size:12px;color:#67c23a;">✓ 未发现异常</div>
+                        <div v-if="row.manual_detail && row.manual_detail.length" style="font-size:12px;line-height:24px;color:#e6a23c;margin-top:4px;">
+                          <div v-for="(d, i) in row.manual_detail" :key="'m'+i">⚠ {{ d }}</div>
+                        </div>
+                      </div>
+                    </template>
+                  </el-table-column>
+                  <el-table-column label="状态" width="90">
+                    <template #default="{ row }">
+                      <el-tag :type="govRuleStatus(row)" size="small">{{ govRuleStatusText(row) }}</el-tag>
+                    </template>
+                  </el-table-column>
+                  <el-table-column label="规则" width="150">
+                    <template #default="{ row }">
+                      <span style="font-weight:600;">{{ govRuleName(row.rule) }}</span>
+                      <div style="font-size:11px;color:#999;">{{ row.rule }}</div>
+                    </template>
+                  </el-table-column>
+                  <el-table-column label="检查内容" min-width="240">
+                    <template #default="{ row }">{{ govRuleDesc(row.rule) }}</template>
+                  </el-table-column>
+                  <el-table-column label="级别" width="80">
+                    <template #default="{ row }">
+                      <el-tag :type="row.level === 'error' ? 'danger' : 'warning'" size="small">
+                        {{ row.level === 'error' ? '异常' : '警告' }}
+                      </el-tag>
+                    </template>
+                  </el-table-column>
+                  <el-table-column label="异常数" width="90">
+                    <template #default="{ row }">
+                      <span :style="{ color: govCountColor(row), fontWeight: 600 }">{{ row.count }}</span>
+                      <span v-if="row.manual_count" style="font-size:11px;color:#e6a23c;margin-left:4px;">(待确认{{ row.manual_count }})</span>
+                    </template>
+                  </el-table-column>
+                  <el-table-column label="扣分" width="70">
+                    <template #default="{ row }">
+                      <span :style="{ color: row.deducted > 0 ? '#f56c6c' : '#909399' }">-{{ row.deducted ?? 0 }}</span>
+                    </template>
+                  </el-table-column>
+                </el-table>
+              </el-col>
+            </el-row>
+          </el-card>
+        </div>
+      </el-tab-pane>
+    </el-tabs>
   </div>
 </template>
 
@@ -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<any>({})
 const logs = ref<any[]>([])
 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<any[]>([])
 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
 })
 </script>