feat: 波士顿产品矩阵 — 四象限分析(明星/现金牛/问题/瘦狗)
- 数据层: product_sales表+导入脚本(93条, 酣客1-8月商品销售排行榜) - 后端: GET /api/cma/products/matrix?entity_id&months 横轴=销售趋势(线性回归), 纵轴=加权毛利率, 气泡=销售额 - 前端: ProductMatrix.vue ECharts散点图+象限卡片+明细表, 支持酣客/博海切换 - 验证: API四象限分类正确, 数据联动, 前端路由200, 全部通过
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"""波士顿产品矩阵 API — 四象限分析"""
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.orm import Session
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from app.database import get_db
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from app.models import ProductSales
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from collections import defaultdict
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router = APIRouter(prefix="/api/cma/products", tags=["产品矩阵"])
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def _calc_quadrant(trend: float, margin: float) -> str:
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"""四象限分类:
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横轴=近3月销售趋势(正=增长),纵轴=毛利率
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明星(Star) = 高趋势+高毛利
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现金牛(CashCow) = 低趋势+高毛利
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问题(QuestionMark) = 高趋势+低毛利
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瘦狗(Dog) = 低趋势+低毛利
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"""
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trend_high = trend >= 0
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margin_high = margin >= 0
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if trend_high and margin_high:
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return "star"
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if not trend_high and margin_high:
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return "cash_cow"
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if trend_high and not margin_high:
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return "question_mark"
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return "dog"
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@router.get("/matrix")
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def get_product_matrix(
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entity_id: int = Query(1, description="1=酣客 2=博海"),
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months: int = Query(3, ge=1, le=6, description="趋势计算月数"),
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db: Session = Depends(get_db),
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):
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"""产品矩阵:横轴=销售趋势,纵轴=毛利率,气泡=销售额"""
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# 取最近 months+1 个月(多取1个月用于计算趋势)
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periods = db.query(ProductSales.period_month).filter(
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ProductSales.entity_id == entity_id
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).distinct().order_by(ProductSales.period_month.desc()).limit(months + 1).all()
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periods = sorted([p[0] for p in periods])
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if len(periods) < 2:
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return {
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"entity_id": entity_id,
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"has_data": False,
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"message": "数据不足,至少需要2个月数据",
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"quadrants": [],
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"products": [],
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}
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trend_periods = periods[-months:] # 最近 months 个月
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prev_periods = periods[:-months] if len(periods) > months else periods[:1]
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# 加载数据
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rows = db.query(ProductSales).filter(
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ProductSales.entity_id == entity_id,
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ProductSales.period_month.in_(periods),
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).all()
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# 按商品聚合
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products = defaultdict(lambda: {
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"code": "", "name": "", "months": {},
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"total_sales": 0, "total_qty": 0, "total_gross": 0,
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})
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for row in rows:
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p = products[row.product_code]
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p["code"] = row.product_code
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p["name"] = row.product_name
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p["months"][row.period_month] = {
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"sales": float(row.sales_amount or 0),
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"margin": float(row.gross_margin_rate or 0),
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"gross": float(row.gross_profit or 0),
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"qty": int(row.sales_qty or 0),
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}
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p["total_sales"] += float(row.sales_amount or 0)
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p["total_qty"] += int(row.sales_qty or 0)
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p["total_gross"] += float(row.gross_profit or 0)
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# 计算每个商品的趋势和毛利率
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result_products = []
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for code, p in products.items():
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# 趋势 = 最近月份 vs 前一月的环比(取趋势期间的平均环比增速)
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# 用最近3个月的销售序列做简单线性趋势
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trend_sales = []
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for pp in periods:
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trend_sales.append(p["months"].get(pp, {}).get("sales", 0))
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# 线性回归斜率(最小二乘)
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n = len(trend_sales)
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if n >= 2:
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xs = list(range(n))
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x_mean = sum(xs) / n
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y_mean = sum(trend_sales) / n
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numerator = sum((xs[i] - x_mean) * (trend_sales[i] - y_mean) for i in range(n))
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denominator = sum((xs[i] - x_mean) ** 2 for i in range(n))
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slope = numerator / denominator if denominator else 0
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# 斜率转为百分比(相对期间平均销售)
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avg = y_mean if y_mean != 0 else 1
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trend = slope / abs(avg) * 100
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else:
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trend = 0.0
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# 毛利率 = 加权平均(按销售额)
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weighted_margin = 0.0
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total_sales_for_margin = 0
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for pp in trend_periods:
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m = p["months"].get(pp)
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if m and m["sales"] > 0:
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weighted_margin += m["margin"] * m["sales"]
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total_sales_for_margin += m["sales"]
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if total_sales_for_margin > 0:
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weighted_margin = weighted_margin / total_sales_for_margin
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else:
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# 无销售用平均毛利率
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margins = [p["months"][pp]["margin"] for pp in p["months"] if p["months"][pp]["margin"] != 0]
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weighted_margin = sum(margins) / len(margins) if margins else 0
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quadrant = _calc_quadrant(trend, weighted_margin)
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result_products.append({
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"code": code,
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"name": p["name"],
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"total_sales": round(p["total_sales"], 2),
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"total_qty": p["total_qty"],
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"total_gross": round(p["total_gross"], 2),
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"trend_pct": round(trend, 1),
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"margin_pct": round(weighted_margin, 1),
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"quadrant": quadrant,
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})
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# 按销售额排序
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result_products.sort(key=lambda x: -x["total_sales"])
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# 四象限汇总
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quadrant_labels = {
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"star": {"label": "明星产品", "icon": "🌟", "advice": "高增长+有毛利,重点主推,加大投入"},
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"cash_cow": {"label": "现金牛", "icon": "🥇", "advice": "销量大但增长放缓,维持稳定产出"},
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"question_mark": {"label": "问题产品", "icon": "❓", "advice": "增长好但毛利低,优化成本或提价"},
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"dog": {"label": "瘦狗产品", "icon": "🐶", "advice": "低增长+低毛利,考虑清库存或停产"},
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}
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quadrants = []
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for q in ["star", "cash_cow", "question_mark", "dog"]:
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items = [p for p in result_products if p["quadrant"] == q]
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quadrants.append({
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"key": q,
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**quadrant_labels[q],
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"count": len(items),
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"products": items,
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})
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return {
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"entity_id": entity_id,
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"has_data": True,
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"periods": periods,
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"months_analyzed": months,
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"quadrants": quadrants,
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"products": result_products,
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}
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