feat: Bot KPI管理体系 — bot_source字段 + 11个财务Bot KPI + Bot KPI看板
- 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
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Hermes CI Fix
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"""Bot KPI管理 API — 管理各Agent的KPI自评体系"""
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from fastapi import APIRouter, Depends, HTTPException, Query
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from sqlalchemy.orm import Session
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from typing import Optional
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from datetime import datetime
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from app.database import get_db
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from app.auth_middleware import require_auth
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from app.models import KPIDefinition, KPIValue
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router = APIRouter(prefix="/api/cma/bot-kpis", tags=["Bot KPI管理"],
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dependencies=[Depends(require_auth)],
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)
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# 反向指标编码（值越低越好）
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REVERSE_BOT_INDICATORS = ['FB_RESPONSE_TIME']
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def _calc_bot_kpi_score(current_value, target_value, is_reverse=False):
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"""五档评分引擎（复用KPI体系）- 1~5分"""
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if current_value is None or target_value is None or target_value == 0:
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return None, "info"
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ratio = current_value / target_value
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if is_reverse:
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if ratio <= 0.5:
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return 5, "success"
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elif ratio <= 0.8:
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return 4, "success"
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elif ratio <= 1.0:
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return 3, "warning"
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elif ratio <= 1.2:
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return 2, "danger"
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else:
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return 1, "danger"
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else:
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if ratio >= 1.2:
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return 5, "success"
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elif ratio >= 1.0:
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return 4, "success"
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elif ratio >= 0.8:
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return 3, "warning"
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elif ratio >= 0.5:
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return 2, "danger"
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else:
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return 1, "danger"
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@router.get("")
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def list_bot_kpis(
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source: str = Query("finance-bot", description="Bot标识"),
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period: Optional[str] = None,
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db: Session = Depends(get_db),
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):
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"""获取某Bot的所有KPI（含评分）"""
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kpis = db.query(KPIDefinition).filter(
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KPIDefinition.bot_source == source,
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KPIDefinition.status == "active",
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).order_by(KPIDefinition.kpi_code).all()
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if not kpis:
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return {
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"source": source,
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"kpis": [],
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"groups": {},
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"overall": None,
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}
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from app.api.kpis import REVERSE_INDICATORS as _ri
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result_kpis = []
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for k in kpis:
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# 取最新实际值
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val_query = db.query(KPIValue).filter(
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KPIValue.kpi_id == k.id,
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KPIValue.actual_value.isnot(None),
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)
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if period:
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val_query = val_query.filter(KPIValue.period == period)
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latest_val = val_query.order_by(KPIValue.period.desc()).first()
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current_val = latest_val.actual_value if latest_val else None
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is_reverse = k.kpi_code in REVERSE_BOT_INDICATORS
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score, status = _calc_bot_kpi_score(current_val, k.target_value, is_reverse=is_reverse)
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result_kpis.append({
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"id": k.id,
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"kpi_code": k.kpi_code,
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"kpi_name": k.kpi_name,
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"category": k.category or "core_output",
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"formula": k.formula,
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"target_value": k.target_value,
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"current_value": current_val,
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"unit": k.unit,
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"weight": 15, # 权重在PRD中定义，但未存表，前端使用
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"score": score,
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"status": status,
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"period": latest_val.period if latest_val else None,
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"frequency": k.frequency or "monthly",
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})
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# 按group分组: core_output / quality / user_feedback
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groups = {
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"core_output": {"label": "核心产出", "kpis": []},
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"quality": {"label": "质量监控", "kpis": []},
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"user_feedback": {"label": "用户反馈", "kpis": []},
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}
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# category映射: FB编码前缀区分
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for kp in result_kpis:
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code = kp["kpi_code"]
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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"):
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groups["core_output"]["kpis"].append(kp)
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elif code.startswith("FB_DATA") or code.startswith("FB_CONSISTENCY") or code.startswith("FB_CITATION"):
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groups["quality"]["kpis"].append(kp)
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else:
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groups["user_feedback"]["kpis"].append(kp)
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# 综合得分
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scored_kpis = [k for k in result_kpis if k["score"] is not None]
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if scored_kpis:
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overall = round(sum(k["score"] * k["weight"] for k in scored_kpis) / sum(k["weight"] for k in scored_kpis), 2)
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overall_status = "success" if overall >= 4 else ("warning" if overall >= 3 else "danger")
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else:
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overall = None
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overall_status = "info"
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return {
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"source": source,
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"kpis": result_kpis,
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"groups": groups,
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"overall": {"score": overall, "status": overall_status},
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}
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@router.post("/{kpi_id}/value")
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def update_bot_kpi_value(
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kpi_id: int,
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data: dict,
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db: Session = Depends(get_db),
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):
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"""更新Bot KPI当前值"""
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kpi = db.query(KPIDefinition).filter(
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KPIDefinition.id == kpi_id,
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KPIDefinition.bot_source.isnot(None),
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).first()
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if not kpi:
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raise HTTPException(404, "Bot KPI不存在")
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actual_value = data.get("actual_value")
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if actual_value is None:
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raise HTTPException(422, "actual_value 不能为空")
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period = data.get("period", datetime.now().strftime("%Y-%m"))
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existing = db.query(KPIValue).filter(
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KPIValue.kpi_id == kpi_id,
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KPIValue.period == period,
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).first()
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if existing:
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existing.actual_value = actual_value
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existing.source_type = "manual"
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else:
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val = KPIValue(
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kpi_id=kpi_id,
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period=period,
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actual_value=actual_value,
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source_type="manual",
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data_status="pending",
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)
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db.add(val)
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db.commit()
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return {"message": "更新成功", "kpi_id": kpi_id, "period": period, "actual_value": actual_value}
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+2
-1
@@ -5,7 +5,7 @@ from fastapi.middleware.cors import CORSMiddleware
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from fastapi.responses import JSONResponse
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from dotenv import load_dotenv
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from app.database import init_db
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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
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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
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from app.utils.cache import clear_all as clear_cache, delete as delete_cache
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from scripts.erp_sync import run_sync as run_erp_sync
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from app.auth_middleware import require_auth
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@@ -70,6 +70,7 @@ app.include_router(okr.router)
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app.include_router(okr_templates.router)
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app.include_router(subjects.router)
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app.include_router(driver_budget.router)
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app.include_router(bot_kpis.router)
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@app.exception_handler(Exception)
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async def global_exception_handler(request: Request, exc: Exception):
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@@ -72,6 +72,7 @@ class KPIDefinition(Base):
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responsible_dept = Column(String(200), nullable=True, comment="负责部门")
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responsible_user = Column(String(100), nullable=True, comment="负责人")
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status = Column(String(20), default="active")
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bot_source = Column(String(50), nullable=True, comment="Bot标识: finance-bot/ops-bot等")
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epic = Column(String(50), default="Epic2", comment="所属Epic")
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created_by = Column(Integer, nullable=True)
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created_at = Column(DateTime, server_default=func.now())
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