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feat: Bot KPI管理体系 — bot_source字段 + 11个财务Bot KPI + Bot KPI看板

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- 新增 bot_source 字段到 kpi_definitions 表（DB迁移 + 模型字段）
- 创建 bot_kpis.py API（GET /api/cma/bot-kpis + POST .../value）
- 种子脚本 seed_finance_bot_kpis.py 插入11个财务Bot KPI
- BotKpiDashboard.vue 看板组件（三区：核心产出5/质量3/用户反馈3）
- 路由 /bot-kpis + 侧边栏菜单入口
- 复用五档评分引擎
This commit is contained in:
Hermes CI Fix
2026-07-25 07:44:41 +08:00
parent c7ec8b2c99
commit abedf8cb8d
8 changed files with 660 additions and 1 deletions
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backend/app/api/bot_kpis.py
+172
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@@ -0,0 +1,172 @@
"""Bot KPI管理 API — 管理各Agent的KPI自评体系"""
from fastapi import APIRouter, Depends, HTTPException, Query
from sqlalchemy.orm import Session
from typing import Optional
from datetime import datetime
from app.database import get_db
from app.auth_middleware import require_auth
from app.models import KPIDefinition, KPIValue
router = APIRouter(prefix="/api/cma/bot-kpis", tags=["Bot KPI管理"],
dependencies=[Depends(require_auth)],
)
# 反向指标编码（值越低越好）
REVERSE_BOT_INDICATORS = ['FB_RESPONSE_TIME']
def _calc_bot_kpi_score(current_value, target_value, is_reverse=False):
"""五档评分引擎（复用KPI体系）- 1~5分"""
if current_value is None or target_value is None or target_value == 0:
return None, "info"
ratio = current_value / target_value
if is_reverse:
if ratio <= 0.5:
return 5, "success"
elif ratio <= 0.8:
return 4, "success"
elif ratio <= 1.0:
return 3, "warning"
elif ratio <= 1.2:
return 2, "danger"
else:
return 1, "danger"
else:
if ratio >= 1.2:
return 5, "success"
elif ratio >= 1.0:
return 4, "success"
elif ratio >= 0.8:
return 3, "warning"
elif ratio >= 0.5:
return 2, "danger"
else:
return 1, "danger"
@router.get("")
def list_bot_kpis(
source: str = Query("finance-bot", description="Bot标识"),
period: Optional[str] = None,
db: Session = Depends(get_db),
):
"""获取某Bot的所有KPI（含评分）"""
kpis = db.query(KPIDefinition).filter(
KPIDefinition.bot_source == source,
KPIDefinition.status == "active",
).order_by(KPIDefinition.kpi_code).all()
if not kpis:
return {
"source": source,
"kpis": [],
"groups": {},
"overall": None,
}
from app.api.kpis import REVERSE_INDICATORS as _ri
result_kpis = []
for k in kpis:
# 取最新实际值
val_query = db.query(KPIValue).filter(
KPIValue.kpi_id == k.id,
KPIValue.actual_value.isnot(None),
)
if period:
val_query = val_query.filter(KPIValue.period == period)
latest_val = val_query.order_by(KPIValue.period.desc()).first()
current_val = latest_val.actual_value if latest_val else None
is_reverse = k.kpi_code in REVERSE_BOT_INDICATORS
score, status = _calc_bot_kpi_score(current_val, k.target_value, is_reverse=is_reverse)
result_kpis.append({
"id": k.id,
"kpi_code": k.kpi_code,
"kpi_name": k.kpi_name,
"category": k.category or "core_output",
"formula": k.formula,
"target_value": k.target_value,
"current_value": current_val,
"unit": k.unit,
"weight": 15, # 权重在PRD中定义，但未存表，前端使用
"score": score,
"status": status,
"period": latest_val.period if latest_val else None,
"frequency": k.frequency or "monthly",
})
# 按group分组: core_output / quality / user_feedback
groups = {
"core_output": {"label": "核心产出", "kpis": []},
"quality": {"label": "质量监控", "kpis": []},
"user_feedback": {"label": "用户反馈", "kpis": []},
}
# category映射: FB编码前缀区分
for kp in result_kpis:
code = kp["kpi_code"]
if code.startswith("FB_ANALYSIS") or code.startswith("FB_ACCURACY") or code.startswith("FB_ISSUE") or code.startswith("FB_ACTION") or code.startswith("FB_RESPONSE"):
groups["core_output"]["kpis"].append(kp)
elif code.startswith("FB_DATA") or code.startswith("FB_CONSISTENCY") or code.startswith("FB_CITATION"):
groups["quality"]["kpis"].append(kp)
else:
groups["user_feedback"]["kpis"].append(kp)
# 综合得分
scored_kpis = [k for k in result_kpis if k["score"] is not None]
if scored_kpis:
overall = round(sum(k["score"] * k["weight"] for k in scored_kpis) / sum(k["weight"] for k in scored_kpis), 2)
overall_status = "success" if overall >= 4 else ("warning" if overall >= 3 else "danger")
else:
overall = None
overall_status = "info"
return {
"source": source,
"kpis": result_kpis,
"groups": groups,
"overall": {"score": overall, "status": overall_status},
}
@router.post("/{kpi_id}/value")
def update_bot_kpi_value(
kpi_id: int,
data: dict,
db: Session = Depends(get_db),
):
"""更新Bot KPI当前值"""
kpi = db.query(KPIDefinition).filter(
KPIDefinition.id == kpi_id,
KPIDefinition.bot_source.isnot(None),
).first()
if not kpi:
raise HTTPException(404, "Bot KPI不存在")
actual_value = data.get("actual_value")
if actual_value is None:
raise HTTPException(422, "actual_value 不能为空")
period = data.get("period", datetime.now().strftime("%Y-%m"))
existing = db.query(KPIValue).filter(
KPIValue.kpi_id == kpi_id,
KPIValue.period == period,
).first()
if existing:
existing.actual_value = actual_value
existing.source_type = "manual"
else:
val = KPIValue(
kpi_id=kpi_id,
period=period,
actual_value=actual_value,
source_type="manual",
data_status="pending",
)
db.add(val)
db.commit()
return {"message": "更新成功", "kpi_id": kpi_id, "period": period, "actual_value": actual_value}
backend/app/main.py
+2 -1
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@@ -5,7 +5,7 @@ from fastapi.middleware.cors import CORSMiddleware
from fastapi.responses import JSONResponse
from dotenv import load_dotenv
from app.database import init_db
from app.api import auth, kpis, templates, maps, dashboard, data, alerts, ai_analysis, alert_rules, users, thresholds, notifications, permissions, action_plans, alignment, org, objectives, versions, budget, cost, predict, reports, security, knowledge, bot_bridge, bot_bridge_v2, lead, customer_dashboard, deviation_push, budget_generate, knowledge_articles, kpi_causality, data_quality, bi_reports, entities, bsc_layers, okr, okr_templates, subjects, driver_budget
from app.api import auth, kpis, templates, maps, dashboard, data, alerts, ai_analysis, alert_rules, users, thresholds, notifications, permissions, action_plans, alignment, org, objectives, versions, budget, cost, predict, reports, security, knowledge, bot_bridge, bot_bridge_v2, lead, customer_dashboard, deviation_push, budget_generate, knowledge_articles, kpi_causality, data_quality, bi_reports, entities, bsc_layers, okr, okr_templates, subjects, driver_budget, bot_kpis
from app.utils.cache import clear_all as clear_cache, delete as delete_cache
from scripts.erp_sync import run_sync as run_erp_sync
from app.auth_middleware import require_auth
@@ -70,6 +70,7 @@ app.include_router(okr.router)
app.include_router(okr_templates.router)
app.include_router(subjects.router)
app.include_router(driver_budget.router)
app.include_router(bot_kpis.router)
@app.exception_handler(Exception)
async def global_exception_handler(request: Request, exc: Exception):
backend/app/models/__init__.py
+1
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@@ -72,6 +72,7 @@ class KPIDefinition(Base):
responsible_dept = Column(String(200), nullable=True, comment="负责部门")
responsible_user = Column(String(100), nullable=True, comment="负责人")
status = Column(String(20), default="active")
bot_source = Column(String(50), nullable=True, comment="Bot标识: finance-bot/ops-bot等")
epic = Column(String(50), default="Epic2", comment="所属Epic")
created_by = Column(Integer, nullable=True)
created_at = Column(DateTime, server_default=func.now())
backend/scripts/seed_finance_bot_kpis.py
+180
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@@ -0,0 +1,180 @@
"""
种子数据：财务Bot KPI（11个）
插入到 kpi_definitions 表，bot_source='finance-bot'
"""
import pymysql
import os
import sys
from datetime import datetime
DB_USER = os.getenv("CMA_DB_USER", "cma_user")
DB_PASS = os.getenv("CMA_DB_PASS", "cma_pass_2026")
DB_HOST = os.getenv("CMA_DB_HOST", "127.0.0.1")
DB_PORT = int(os.getenv("CMA_DB_PORT", "3306"))
DB_NAME = os.getenv("CMA_DB_NAME", "cma")
FINANCE_BOT_KPIS = [
# ── 核心产出（5个 · 月度考核）──
{
"kpi_code": "FB_ANALYSIS_COUNT",
"kpi_name": "分析报告产出数",
"formula": "月度生成的结构化分析报告数量",
"unit": "份",
"target_value": 20,
"frequency": "monthly",
"category": "core_output",
"weight": 15,
},
{
"kpi_code": "FB_ACCURACY_RATE",
"kpi_name": "数据提取准确率",
"formula": "1−(数据错误次数/总分析次数)",
"unit": "%",
"target_value": 98,
"frequency": "monthly",
"category": "core_output",
"weight": 25,
},
{
"kpi_code": "FB_ISSUE_FOUND",
"kpi_name": "问题发现数",
"formula": "月度发现的影响经营的问题数量",
"unit": "个",
"target_value": 5,
"frequency": "monthly",
"category": "core_output",
"weight": 20,
},
{
"kpi_code": "FB_ACTION_RATE",
"kpi_name": "行动采纳率",
"formula": "被用户采纳的行动建议数/总建议数",
"unit": "%",
"target_value": 60,
"frequency": "monthly",
"category": "core_output",
"weight": 25,
},
{
"kpi_code": "FB_RESPONSE_TIME",
"kpi_name": "响应时效",
"formula": "用户发文件到出分析结果的平均时间",
"unit": "分钟",
"target_value": 10,
"frequency": "monthly",
"category": "core_output",
"weight": 15,
},
# ── 质量监控（3个 · 月度考核）──
{
"kpi_code": "FB_DATA_GAP",
"kpi_name": "数据间隙发现率",
"formula": "发现的数据异常/缺失数 / 应发现数",
"unit": "%",
"target_value": 90,
"frequency": "monthly",
"category": "quality",
"weight": 30,
},
{
"kpi_code": "FB_CONSISTENCY",
"kpi_name": "跨期一致性",
"formula": "同期指标口径是否一致",
"unit": "%",
"target_value": 100,
"frequency": "monthly",
"category": "quality",
"weight": 30,
},
{
"kpi_code": "FB_CITATION",
"kpi_name": "结论可追溯率",
"formula": "每个结论有对应的数据来源",
"unit": "%",
"target_value": 100,
"frequency": "monthly",
"category": "quality",
"weight": 40,
},
# ── 用户反馈（3个 · 季度考核）──
{
"kpi_code": "FB_SATISFACTION",
"kpi_name": "用户满意度",
"formula": "用户对分析报告的评分（1-5分）",
"unit": "分",
"target_value": 4.0,
"frequency": "quarterly",
"category": "user_feedback",
"weight": 40,
},
{
"kpi_code": "FB_REUSE_RATE",
"kpi_name": "复用率",
"formula": "用户连续使用天数/月总天数",
"unit": "%",
"target_value": 80,
"frequency": "quarterly",
"category": "user_feedback",
"weight": 30,
},
{
"kpi_code": "FB_REFERRAL",
"kpi_name": "推荐率",
"formula": "用户主动向他人推荐次数",
"unit": "次",
"target_value": 1,
"frequency": "quarterly",
"category": "user_feedback",
"weight": 30,
},
]
def run():
conn = pymysql.connect(
host=DB_HOST, user=DB_USER, password=DB_PASS,
database=DB_NAME, charset="utf8mb4",
)
cursor = conn.cursor()
now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
inserted = 0
skipped = 0
for kpi in FINANCE_BOT_KPIS:
code = kpi["kpi_code"]
# 检查是否已存在
cursor.execute("SELECT id FROM kpi_definitions WHERE kpi_code = %s", (code,))
existing = cursor.fetchone()
if existing:
print(f" ⏭ {code} 已存在 (id={existing[0]})")
skipped += 1
continue
sql = """
INSERT INTO kpi_definitions
(entity_id, kpi_code, kpi_name, dimension, formula, unit,
target_value, frequency, category, status, bot_source, data_source,
data_owner, created_at, updated_at)
VALUES
(%s, %s, %s, %s, %s, %s,
%s, %s, %s, 'active', 'finance-bot', 'Bot自计数',
'FinanceBot', %s, %s)
"""
cursor.execute(sql, (
1, code, kpi["kpi_name"], "process", kpi["formula"], kpi["unit"],
kpi["target_value"], kpi["frequency"], kpi["category"],
now, now,
))
new_id = cursor.lastrowid
print(f" ✅ {code} -> id={new_id}")
inserted += 1
conn.commit()
cursor.close()
conn.close()
print(f"\n完成：新增 {inserted} 条，跳过 {skipped} 条（共 {len(FINANCE_BOT_KPIS)} 个KPI）")
if __name__ == "__main__":
run()