fix: 智能导入——匹配不上的财务报表科目自动创建KPI定义

- 清理科目前缀(一、/减：/加：)后多级匹配 - ⑤仍未匹配→自动创建KPI(PL_001/CF_001/BS_001) - 避免205条全部跳过的场景
2026-07-29 18:02:50 +08:00
parent 8a7cf25025
commit 9b973ab9a8
2 changed files with 118 additions and 13 deletions
@@ -233,6 +233,77 @@ def get_kpi_score(
    }


+# ============================================================
+# KPI-glossary: 知识资产化 — KPI字典实时加载（供ChatBI财务Bot调用）
+# ============================================================
+
+@router.get("/glossary")
+def get_kpi_glossary(
+    entity_id: int = Query(1, ge=1),
+    db: Session = Depends(get_db),
+    current_user = Depends(require_auth),
+):
+    """KPI字典实时加载 — 返回所有KPI的定义、当前值、目标值、公式、维度、阈值
+
+    供ChatBI财务Bot在分析前调用，确保口径与系统一致。
+    返回字段: kpi_code, kpi_name, current_value, target_value, formula, dimension, threshold
+    """
+    kpis = db.query(KPIDefinition).filter(
+        KPIDefinition.status == "active",
+        KPIDefinition.entity_id == entity_id,
+    ).order_by(KPIDefinition.kpi_code).all()
+
+    result = []
+    for k in kpis:
+        # 获取最新实际值
+        latest_val = db.query(KPIValue).filter(
+            KPIValue.kpi_id == k.id,
+            KPIValue.actual_value.isnot(None),
+        ).order_by(KPIValue.period.desc()).first()
+
+        current_value = latest_val.actual_value if latest_val else None
+        latest_period = latest_val.period if latest_val else None
+
+        # 组装阈值描述
+        threshold = None
+        if k.threshold_green or k.threshold_yellow or k.threshold_red:
+            parts = []
+            if k.threshold_green:
+                parts.append(f"绿灯:{k.threshold_green}")
+            if k.threshold_yellow:
+                parts.append(f"黄灯:{k.threshold_yellow}")
+            if k.threshold_red:
+                parts.append(f"红灯:{k.threshold_red}")
+            threshold = " | ".join(parts)
+
+        result.append({
+            "kpi_id": k.id,
+            "kpi_code": k.kpi_code,
+            "kpi_name": k.kpi_name,
+            "dimension": k.dimension,
+            "category": k.category,
+            "formula": k.formula,
+            "formula_desc": k.formula_desc,
+            "unit": k.unit,
+            "target_value": k.target_value,
+            "current_value": current_value,
+            "latest_period": latest_period,
+            "threshold": threshold,
+            "responsible_dept": k.responsible_dept,
+            "responsible_user": k.responsible_user,
+            "data_source": k.data_source,
+            "data_owner": k.data_owner,
+            "frequency": k.frequency,
+            "status": k.status,
+        })
+
+    return {
+        "entity_id": entity_id,
+        "total": len(result),
+        "glossary": result,
+    }
+
+
 # ============================================================
 # KPI-6: KPI三级分解树
 # ============================================================