feat: 路线图R1决策建议一键落地+R2机会推送+R5预算闭环
R1(P0): AI建议一键应用到KPI/预算/行动方案
- 新表 ai_suggestions + AISuggestion 模型(init_db自动建)
- /api/cma/ai/suggestions CRUD + /{id}/apply(复用kpis/budget/action_plans) + dismiss
- 应用写 OperationLog(action=ai_suggestion_apply, detail含suggestion_id/before/after)
- 规则驱动建议生成 generate_rule_suggestions(低执行率/高执行率/预算超支/pending预警)
- 幂等: 同entity+type+target_id+title+unapplied不重复建; applied后拒绝重复应用
- 前端: Dashboard AI面板建议卡(应用到/忽略) + 建议中心页 /ai-suggestions
R2(P1): 数据找人扩大-机会类推送
- scripts/opportunity_detector.py: KPI向好(执行率>110%)/预算余量(<70%且actual>0)/预测上行
- scripts/daily_push.py: 异常+机会 每日9:15推企微(8800/send, --dry-run调试)
- crontab: 15 9 * * * (alert_generator 9:00之后)
R5(P0): 预算闭环加固
- auto-decompose批量幂等: 只取年度行(period=YYYY-00)+同KPI多版本取一行
- scripts/closed_loop_check.py: 预算执行率异常→检查现金流/行动同步→缺失提示+报告
- scripts/verify_decompose_idempotent.py: 幂等验证脚本
测试: test_ai_suggestions(10例)+test_roadmap_r2r5(14例); 修test_budget幂等契约适配年度行
全量: 673 passed
This commit is contained in:
Hermes CI Fix
+201
-10
@@ -2,17 +2,185 @@
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from fastapi import APIRouter, Depends, HTTPException, Query, Request
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from fastapi.responses import StreamingResponse
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from sqlalchemy.orm import Session
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from sqlalchemy import func, text as sa_text
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from sqlalchemy import func, text as sa_text, or_
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from app.database import get_db
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from app.deps import get_entity_id
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from app.auth_middleware import require_auth, require_role
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from app.models import KPIDefinition, KPIValue, KPIAlert, StrategicMap, User, ActionPlan
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from app.models import KPIDefinition, KPIValue, KPIAlert, StrategicMap, User, ActionPlan, BudgetPlan, AISuggestion
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from app.utils.cache import get as cache_get, set as cache_set
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import json, hashlib, httpx, os
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from datetime import datetime
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from datetime import datetime, date
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router = APIRouter(prefix="/api/cma/ai", tags=["AI分析"],
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dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
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)
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# ============================================================
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# R1 决策建议生成（规则驱动，稳定可复现，落库 ai_suggestions）
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# ============================================================
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def _sug_dict(s: AISuggestion) -> dict:
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return {
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"id": s.id,
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"entity_id": s.entity_id,
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"source": s.source,
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"suggestion_type": s.suggestion_type,
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"target_type": s.target_type,
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"target_id": s.target_id,
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"title": s.title,
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"content": s.content,
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"suggestion_data": s.suggestion_data or {},
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"status": s.status,
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"applied_by": s.applied_by,
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"applied_at": s.applied_at.isoformat() if s.applied_at else None,
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"apply_detail": s.apply_detail or [],
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"created_at": s.created_at.isoformat() if s.created_at else None,
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}
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def _existing_unapplied(db: Session, entity_id: int, suggestion_type: str,
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target_id: int, title: str) -> bool:
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"""幂等：同entity+类型+目标+标题的未应用建议存在则跳过"""
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return db.query(AISuggestion).filter(
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AISuggestion.entity_id == entity_id,
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AISuggestion.suggestion_type == suggestion_type,
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AISuggestion.target_id == target_id,
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AISuggestion.title == title,
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AISuggestion.status == "unapplied",
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).first() is not None
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def generate_rule_suggestions(db: Session, entity_id: int,
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source: str = "dashboard", user_id: int = None,
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kpi_id: int = None) -> list:
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"""从数据规则生成决策建议并落库（R1，路线图2026-08-30）
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规则：
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1. KPI执行率<70% → 建议建行动方案（异常类）
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2. KPI执行率>110% → 建议上调KPI目标（机会类）
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3. 预算执行率>110% → 建议调预算（预算类）
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4. 有pending预警 → 建议建行动方案处理预警
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幂等：同 entity+type+target_id+title+status=unapplied 不重复建。
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"""
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now = datetime.now()
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period = now.strftime("%Y-%m")
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created = []
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def _add(suggestion_type: str, target_type: str, tid: int,
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title: str, content: str, suggestion_data: dict):
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nonlocal created
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if _existing_unapplied(db, entity_id, suggestion_type, tid, title):
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return
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sug = AISuggestion(
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entity_id=entity_id,
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user_id=user_id,
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source=source,
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suggestion_type=suggestion_type,
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target_type=target_type,
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target_id=tid,
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title=title,
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content=content,
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suggestion_data=suggestion_data,
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status="unapplied",
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)
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db.add(sug)
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created.append(sug)
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# 查询KPI（可按kpi_id过滤）
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q = db.query(KPIDefinition).filter(KPIDefinition.entity_id == entity_id,
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KPIDefinition.status == "active")
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if kpi_id:
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q = q.filter(KPIDefinition.id == kpi_id)
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kpis = q.all()
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for k in kpis:
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latest = db.query(KPIValue).filter(
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KPIValue.kpi_id == k.id,
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or_(
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KPIValue.entity_id == entity_id,
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KPIValue.entity_id.is_(None),
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),
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).order_by(KPIValue.period.desc()).first()
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if not latest or latest.actual_value is None:
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continue
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actual = latest.actual_value
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target = k.target_value
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ratio = (actual / target) if target else None
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# 1. 异常：执行率<70% → 建行动方案
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if ratio is not None and ratio < 0.7:
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title = f"提升 {k.kpi_name}：达成率仅{ratio*100:.0f}%"
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content = (f"KPI[{k.kpi_name}] 最新期间{latest.period}实际值{actual:g}，"
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f"目标{target:g}，达成率{ratio*100:.1f}%，低于70%预警线。"
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f"建议制定专项改善行动方案。")
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_add("action_plan", "kpi", k.id, title, content, {
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"kpi_id": k.id, "priority": "high",
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"title": f"改善: {k.kpi_name}达成率提升",
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})
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# 2. 机会：执行率>110% → 上调KPI目标
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elif ratio is not None and ratio > 1.1:
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new_target = round(actual * 1.05, 2)
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title = f"上调 {k.kpi_name} 目标：达成率{ratio*100:.0f}%超预期"
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content = (f"KPI[{k.kpi_name}] 达成率{ratio*100:.1f}%超过110%，"
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f"建议将目标从{target:g}上调至{new_target:g}，保持牵引力。")
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_add("kpi_target", "kpi", k.id, title, content, {
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"kpi_id": k.id, "target_value": new_target,
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})
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# 3. 预算执行率>110% → 调预算
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budget_rows = db.query(BudgetPlan).filter(
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BudgetPlan.entity_id == entity_id,
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BudgetPlan.status == "active",
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BudgetPlan.period == period,
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).all()
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for b in budget_rows:
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actual = db.query(func.max(KPIValue.actual_value)).filter(
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KPIValue.kpi_id == b.kpi_id,
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KPIValue.period == b.period,
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).scalar()
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if actual is None or b.budget_value is None or b.budget_value <= 0:
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continue
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exec_ratio = actual / b.budget_value
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if exec_ratio > 1.1:
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kpi_name = "KPI"
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k = db.query(KPIDefinition).filter(KPIDefinition.id == b.kpi_id).first()
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if k:
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kpi_name = k.kpi_name
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title = f"调整 {kpi_name} 预算：执行率{exec_ratio*100:.0f}%超预算"
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content = (f"预算[{kpi_name}] {period}预算值{b.budget_value:g}，"
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f"实际{actual:g}，执行率{exec_ratio*100:.1f}%超过110%。"
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f"建议同步调整预算/现金流/行动方案。")
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_add("budget_adjust", "budget", b.kpi_id, title, content, {
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"kpi_id": b.kpi_id, "period": period, "budget_value": round(actual, 2),
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})
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# 4. pending预警 → 建行动方案
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alerts = db.query(KPIAlert).filter(KPIAlert.status == "pending").all()
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for a in alerts:
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k = db.query(KPIDefinition).filter(KPIDefinition.id == a.kpi_id).first()
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kpi_name = k.kpi_name if k else f"KPI#{a.kpi_id}"
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title = f"处理预警：{kpi_name} {a.alert_message[:30]}"
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content = f"存在待处理预警（{a.alert_level}级）：{a.alert_message}。建议建立行动方案跟进。"
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_add("action_plan", "alert", a.id, title, content, {
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"kpi_id": a.kpi_id, "priority": "high" if a.alert_level == "red" else "medium",
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"alert_id": a.id,
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"title": f"处理预警: {kpi_name}",
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})
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if created:
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db.commit()
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for s in created:
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db.refresh(s)
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return created
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def _unapplied_suggestions(db: Session, entity_id: int, limit: int = 20) -> list:
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items = db.query(AISuggestion).filter(
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AISuggestion.entity_id == entity_id,
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AISuggestion.status == "unapplied",
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).order_by(AISuggestion.created_at.desc()).limit(limit).all()
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return [_sug_dict(s) for s in items]
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async def _call_deepseek(prompt: str) -> str:
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"""调用DeepSeek API"""
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api_key = os.getenv("DEEPSEEK_API_KEY", "sk-8e24e6eb87f2475e96ea0980002dc2e8")
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@@ -34,15 +202,23 @@ async def _call_deepseek(prompt: str) -> str:
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return data.get("choices", [{}])[0].get("message", {}).get("content", "")
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@router.get("/dashboard-analysis")
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async def dashboard_analysis(role: str = Query("ceo"), db: Session = Depends(get_db)):
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async def dashboard_analysis(role: str = Query("ceo"), db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id)):
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"""AI分析驾驶舱数据"""
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# 尝试缓存
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cache_key = f"dashboard_analysis:{role}"
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cache_key = f"dashboard_analysis:{role}:{entity_id}"
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cached = cache_get("ai", cache_key)
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if cached:
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# 缓存命中（LLM文本10分钟内不重复调用），但轻量规则建议仍执行（幂等）
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try:
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generate_rule_suggestions(db, entity_id, source="dashboard")
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except Exception:
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pass
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cached["suggestions"] = _unapplied_suggestions(db, entity_id)
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return cached
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# 获取当前KPI数据
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kpis = db.query(KPIDefinition).filter(KPIDefinition.status == "active").all()
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kpis = db.query(KPIDefinition).filter(KPIDefinition.entity_id == entity_id,
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KPIDefinition.status == "active").all()
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kpi_summary = []
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for k in kpis:
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latest = db.query(KPIValue).filter(KPIValue.kpi_id == k.id).order_by(KPIValue.period.desc()).first()
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@@ -81,17 +257,25 @@ async def dashboard_analysis(role: str = Query("ceo"), db: Session = Depends(get
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except Exception as e:
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analysis = f"AI分析暂时不可用: {str(e)}"
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result = {"analysis": analysis, "kpi_count": len(kpi_summary), "alert_count": alerts}
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# R1: 规则驱动生成可落地决策建议（幂等落库）
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try:
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generate_rule_suggestions(db, entity_id, source="dashboard")
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except Exception as e:
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pass
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result = {"analysis": analysis, "kpi_count": len(kpi_summary), "alert_count": alerts,
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"suggestions": _unapplied_suggestions(db, entity_id)}
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# 缓存10分钟
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cache_set("ai", cache_key, result, ttl_seconds=600)
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return result
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@router.get("/kpi-analysis/{kpi_id}")
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async def kpi_analysis(kpi_id: int, db: Session = Depends(get_db)):
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async def kpi_analysis(kpi_id: int, db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id)):
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"""AI分析单个KPI"""
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# 尝试缓存
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cache_key = f"kpi_analysis:{kpi_id}"
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cache_key = f"kpi_analysis:{kpi_id}:{entity_id}"
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cached = cache_get("ai", cache_key)
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if cached:
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return cached
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@@ -129,7 +313,14 @@ KPI名称：{kpi.kpi_name}
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except Exception as e:
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analysis = f"分析暂时不可用: {str(e)}"
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result = {"kpi_name": kpi.kpi_name, "analysis": analysis}
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# R1: 生成该KPI的可落地建议
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try:
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generate_rule_suggestions(db, entity_id, source="kpi", kpi_id=kpi_id)
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except Exception as e:
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pass
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result = {"kpi_name": kpi.kpi_name, "analysis": analysis,
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"suggestions": _unapplied_suggestions(db, entity_id)}
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cache_set("ai", cache_key, result, ttl_seconds=600)
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return result
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@@ -0,0 +1,336 @@
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"""AI决策建议 — 一键应用到KPI/预算/行动方案 (路线图R1 2026-08-30)
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北极星④决策闭环：AI建议 → 点击应用 → 写库变更 → OperationLog留痕 → 前端可查已应用/未应用。
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应用动作复用现有 kpis/budget/action_plans 数据模型，不新建业务接口。
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"""
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from fastapi import APIRouter, Depends, HTTPException, Query, Request
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from sqlalchemy.orm import Session
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from sqlalchemy import func
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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.deps import get_entity_id, resolve_entity_for_request
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from app.auth_middleware import require_auth, require_role
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from app.models import AISuggestion, KPIDefinition, KPIValue, OperationLog, BudgetPlan, ActionPlan
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router = APIRouter(prefix="/api/cma/ai/suggestions", tags=["AI建议"],
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dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
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)
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def _sug_dict(s: AISuggestion) -> dict:
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return {
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"id": s.id,
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"entity_id": s.entity_id,
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"user_id": s.user_id,
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"source": s.source,
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"suggestion_type": s.suggestion_type,
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"target_type": s.target_type,
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"target_id": s.target_id,
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"title": s.title,
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"content": s.content,
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"suggestion_data": s.suggestion_data or {},
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"status": s.status,
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"applied_by": s.applied_by,
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"applied_at": s.applied_at.isoformat() if s.applied_at else None,
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"apply_detail": s.apply_detail or [],
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"created_at": s.created_at.isoformat() if s.created_at else None,
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}
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@router.post("")
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def create_suggestion(
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request: Request,
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""创建AI建议（前端AI分析/手动保存建议）"""
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suggestion_type = data.get("suggestion_type") or data.get("type")
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title = (data.get("title") or "").strip()
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if not suggestion_type:
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raise HTTPException(400, "缺少 suggestion_type (kpi_target/budget_adjust/action_plan)")
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if not title:
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raise HTTPException(400, "缺少 title")
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entity_id = resolve_entity_for_request(request, data.get("entity_id") or 1)
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sug = AISuggestion(
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entity_id=entity_id,
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user_id=getattr(current_user, "id", None),
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source=data.get("source", "manual"),
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suggestion_type=suggestion_type,
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target_type=data.get("target_type", "kpi"),
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target_id=data.get("target_id"),
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title=title,
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content=data.get("content"),
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suggestion_data=data.get("suggestion_data") or {},
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status="unapplied",
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)
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db.add(sug)
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db.commit()
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db.refresh(sug)
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return {"success": True, "message": "建议已保存", "data": _sug_dict(sug)}
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@router.get("")
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def list_suggestions(
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status: Optional[str] = Query(None, description="unapplied/applied/dismissed"),
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suggestion_type: Optional[str] = Query(None),
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entity_id: int = Depends(get_entity_id),
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db: Session = Depends(get_db),
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):
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"""建议列表（前端建议中心/详情页查看已应用/未应用状态）"""
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query = db.query(AISuggestion).filter(AISuggestion.entity_id == entity_id)
|
||||
if status:
|
||||
query = query.filter(AISuggestion.status == status)
|
||||
if suggestion_type:
|
||||
query = query.filter(AISuggestion.suggestion_type == suggestion_type)
|
||||
items = query.order_by(AISuggestion.created_at.desc()).limit(200).all()
|
||||
return {"data": [_sug_dict(s) for s in items], "total": len(items)}
|
||||
|
||||
|
||||
@router.get("/{suggestion_id}")
|
||||
def get_suggestion(suggestion_id: int, db: Session = Depends(get_db)):
|
||||
"""建议详情"""
|
||||
s = db.query(AISuggestion).filter(AISuggestion.id == suggestion_id).first()
|
||||
if not s:
|
||||
raise HTTPException(404, "建议不存在")
|
||||
return {"data": _sug_dict(s)}
|
||||
|
||||
|
||||
def _apply_kpi_target(db: Session, sug: AISuggestion, params: dict, current_user) -> dict:
|
||||
"""改KPI目标"""
|
||||
target_value = params.get("target_value")
|
||||
if target_value is None:
|
||||
raise HTTPException(400, "应用kpi_target需要 target_value")
|
||||
kpi_id = params.get("kpi_id") or sug.target_id
|
||||
if not kpi_id:
|
||||
raise HTTPException(400, "缺少 kpi_id")
|
||||
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
||||
if not kpi:
|
||||
raise HTTPException(404, f"KPI {kpi_id} 不存在")
|
||||
before = kpi.target_value
|
||||
kpi.target_value = float(target_value)
|
||||
db.flush()
|
||||
detail_item = {
|
||||
"target_type": "kpi",
|
||||
"target_id": kpi.id,
|
||||
"target_name": kpi.kpi_name,
|
||||
"action": "update_target_value",
|
||||
"before": before,
|
||||
"after": float(target_value),
|
||||
}
|
||||
db.add(OperationLog(
|
||||
user_id=getattr(current_user, "id", None),
|
||||
action="ai_suggestion_apply",
|
||||
target_type="kpi",
|
||||
target_id=kpi.id,
|
||||
detail={
|
||||
"suggestion_id": sug.id,
|
||||
"suggestion_title": sug.title,
|
||||
"apply_action": "kpi_target",
|
||||
"before": before,
|
||||
"after": float(target_value),
|
||||
},
|
||||
))
|
||||
return detail_item
|
||||
|
||||
|
||||
def _apply_budget_adjust(db: Session, sug: AISuggestion, params: dict, current_user) -> dict:
|
||||
"""调预算（BudgetPlan upsert，按 kpi_id+period）"""
|
||||
period = params.get("period")
|
||||
budget_value = params.get("budget_value")
|
||||
if not period or budget_value is None:
|
||||
raise HTTPException(400, "应用budget_adjust需要 period + budget_value")
|
||||
kpi_id = params.get("kpi_id") or sug.target_id
|
||||
if not kpi_id:
|
||||
raise HTTPException(400, "缺少 kpi_id")
|
||||
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
||||
if not kpi:
|
||||
raise HTTPException(404, f"KPI {kpi_id} 不存在")
|
||||
|
||||
# 解析期间 2026-09 → year=2026 month=9
|
||||
try:
|
||||
parts = period.split("-")
|
||||
year = int(parts[0])
|
||||
month = int(parts[1])
|
||||
except Exception:
|
||||
raise HTTPException(400, f"period格式错误: {period} (需要 YYYY-MM)")
|
||||
|
||||
plan = db.query(BudgetPlan).filter(
|
||||
BudgetPlan.entity_id == sug.entity_id,
|
||||
BudgetPlan.kpi_id == kpi_id,
|
||||
BudgetPlan.period == period,
|
||||
BudgetPlan.budget_year == year,
|
||||
BudgetPlan.budget_month == month,
|
||||
BudgetPlan.status == "active",
|
||||
).first()
|
||||
|
||||
before = None
|
||||
if plan:
|
||||
before = plan.budget_value
|
||||
plan.budget_value = float(budget_value)
|
||||
else:
|
||||
plan = BudgetPlan(
|
||||
entity_id=sug.entity_id,
|
||||
kpi_id=kpi_id,
|
||||
period=period,
|
||||
budget_value=float(budget_value),
|
||||
budget_year=year,
|
||||
budget_month=month,
|
||||
version="v1.0",
|
||||
status="active",
|
||||
source_type="ai_suggestion",
|
||||
calc_logic=f"AI建议应用 #{sug.id}: {sug.title}",
|
||||
created_by=getattr(current_user, "name", "") or "",
|
||||
)
|
||||
db.add(plan)
|
||||
db.flush()
|
||||
detail_item = {
|
||||
"target_type": "budget",
|
||||
"target_id": plan.id,
|
||||
"target_name": f"{kpi.kpi_name}[{period}]",
|
||||
"action": "update_budget" if before is not None else "create_budget",
|
||||
"before": before,
|
||||
"after": float(budget_value),
|
||||
}
|
||||
db.add(OperationLog(
|
||||
user_id=getattr(current_user, "id", None),
|
||||
action="ai_suggestion_apply",
|
||||
target_type="budget",
|
||||
target_id=plan.id,
|
||||
detail={
|
||||
"suggestion_id": sug.id,
|
||||
"suggestion_title": sug.title,
|
||||
"apply_action": "budget_adjust",
|
||||
"kpi_id": kpi_id,
|
||||
"period": period,
|
||||
"before": before,
|
||||
"after": float(budget_value),
|
||||
},
|
||||
))
|
||||
return detail_item
|
||||
|
||||
|
||||
def _apply_action_plan(db: Session, sug: AISuggestion, params: dict, current_user) -> dict:
|
||||
"""建行动方案"""
|
||||
title = (params.get("title") or "").strip() or sug.title
|
||||
kpi_id = params.get("kpi_id") or sug.target_id
|
||||
if not kpi_id:
|
||||
raise HTTPException(400, "缺少 kpi_id")
|
||||
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
||||
if not kpi:
|
||||
raise HTTPException(404, f"KPI {kpi_id} 不存在")
|
||||
|
||||
due_date = None
|
||||
if params.get("due_date"):
|
||||
try:
|
||||
due_date = datetime.strptime(str(params["due_date"])[:10], "%Y-%m-%d")
|
||||
except Exception:
|
||||
due_date = None
|
||||
|
||||
plan = ActionPlan(
|
||||
kpi_id=kpi_id,
|
||||
title=title,
|
||||
description=params.get("description") or sug.content or f"由AI建议 #{sug.id} 生成: {sug.title}",
|
||||
assignee=params.get("assignee") or "",
|
||||
priority=params.get("priority") or "medium",
|
||||
due_date=due_date,
|
||||
status="pending",
|
||||
progress=0,
|
||||
created_by=getattr(current_user, "name", "") or "ai_suggestion",
|
||||
)
|
||||
db.add(plan)
|
||||
db.flush()
|
||||
detail_item = {
|
||||
"target_type": "action_plan",
|
||||
"target_id": plan.id,
|
||||
"target_name": title,
|
||||
"action": "create_action_plan",
|
||||
"before": None,
|
||||
"after": plan.id,
|
||||
}
|
||||
db.add(OperationLog(
|
||||
user_id=getattr(current_user, "id", None),
|
||||
action="ai_suggestion_apply",
|
||||
target_type="action_plan",
|
||||
target_id=plan.id,
|
||||
detail={
|
||||
"suggestion_id": sug.id,
|
||||
"suggestion_title": sug.title,
|
||||
"apply_action": "action_plan",
|
||||
"kpi_id": kpi_id,
|
||||
"plan_title": title,
|
||||
},
|
||||
))
|
||||
return detail_item
|
||||
|
||||
|
||||
_APPLYERS = {
|
||||
"kpi_target": _apply_kpi_target,
|
||||
"budget_adjust": _apply_budget_adjust,
|
||||
"action_plan": _apply_action_plan,
|
||||
}
|
||||
|
||||
|
||||
@router.post("/{suggestion_id}/apply")
|
||||
def apply_suggestion(
|
||||
suggestion_id: int,
|
||||
data: dict,
|
||||
db: Session = Depends(get_db),
|
||||
current_user=Depends(require_auth),
|
||||
):
|
||||
"""应用建议：改KPI目标 / 调预算 / 建行动方案（写库+操作日志留痕）
|
||||
|
||||
Body 示例:
|
||||
{"action": "kpi_target", "target_value": 2000000}
|
||||
{"action": "budget_adjust", "period": "2026-09", "budget_value": 100000}
|
||||
{"action": "action_plan", "title": "...", "assignee": "...", "priority": "high", "due_date": "2026-09-30"}
|
||||
"""
|
||||
sug = db.query(AISuggestion).filter(AISuggestion.id == suggestion_id).first()
|
||||
if not sug:
|
||||
raise HTTPException(404, "建议不存在")
|
||||
if sug.status == "applied":
|
||||
raise HTTPException(400, "该建议已应用，不能重复应用")
|
||||
if sug.status == "dismissed":
|
||||
raise HTTPException(400, "该建议已忽略，如需应用请重新创建")
|
||||
|
||||
action = data.get("action") or sug.suggestion_type
|
||||
applier = _APPLYERS.get(action)
|
||||
if not applier:
|
||||
raise HTTPException(400, f"不支持的应用动作: {action} (支持 kpi_target/budget_adjust/action_plan)")
|
||||
|
||||
# 应用参数 = 请求体参数 覆盖 建议默认参数
|
||||
params = dict(sug.suggestion_data or {})
|
||||
params.update({k: v for k, v in data.items() if k != "action" and v is not None})
|
||||
|
||||
detail_item = applier(db, sug, params, current_user)
|
||||
sug.status = "applied"
|
||||
sug.applied_by = getattr(current_user, "name", "") or ""
|
||||
sug.applied_user_id = getattr(current_user, "id", None)
|
||||
sug.applied_at = datetime.now()
|
||||
sug.apply_detail = [detail_item]
|
||||
db.commit()
|
||||
db.refresh(sug)
|
||||
return {
|
||||
"success": True,
|
||||
"message": "建议已应用并留痕",
|
||||
"data": _sug_dict(sug),
|
||||
}
|
||||
|
||||
|
||||
@router.post("/{suggestion_id}/dismiss")
|
||||
def dismiss_suggestion(
|
||||
suggestion_id: int,
|
||||
db: Session = Depends(get_db),
|
||||
current_user=Depends(require_auth),
|
||||
):
|
||||
"""忽略建议"""
|
||||
sug = db.query(AISuggestion).filter(AISuggestion.id == suggestion_id).first()
|
||||
if not sug:
|
||||
raise HTTPException(404, "建议不存在")
|
||||
sug.status = "dismissed"
|
||||
db.commit()
|
||||
return {"success": True, "message": "建议已忽略"}
|
||||
+2
-1
@@ -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, kpi_governance, 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, tenant, 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, ontology, bot_iron_law, analysis_results, expenses, cash, tax_compliance, verify, growth_quality, products, data_classification, value_sources, zero_based, derivation_rules, cash_classify
|
||||
from app.api import auth, kpis, kpi_governance, templates, maps, dashboard, data, alerts, ai_analysis, ai_suggestions, alert_rules, users, thresholds, notifications, permissions, action_plans, alignment, org, objectives, versions, budget, cost, predict, reports, security, knowledge, bot_bridge, bot_bridge_v2, lead, tenant, 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, ontology, bot_iron_law, analysis_results, expenses, cash, tax_compliance, verify, growth_quality, products, data_classification, value_sources, zero_based, derivation_rules, cash_classify
|
||||
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
|
||||
@@ -43,6 +43,7 @@ app.include_router(dashboard.router)
|
||||
app.include_router(data.router)
|
||||
app.include_router(alerts.router)
|
||||
app.include_router(ai_analysis.router)
|
||||
app.include_router(ai_suggestions.router)
|
||||
app.include_router(alert_rules.router)
|
||||
app.include_router(users.router)
|
||||
app.include_router(thresholds.router)
|
||||
|
||||
@@ -911,3 +911,25 @@ class CashPlanUnclassified(Base):
|
||||
status = Column(String(20), default="pending", comment="pending/classified/ignored")
|
||||
created_at = Column(DateTime, server_default=func.now())
|
||||
resolved_at = Column(DateTime, nullable=True)
|
||||
|
||||
|
||||
class AISuggestion(Base):
|
||||
"""AI决策建议 — 一键应用到KPI/预算/行动方案 (路线图R1 2026-08-30)"""
|
||||
__tablename__ = "ai_suggestions"
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
entity_id = Column(Integer, default=1, comment="企业ID")
|
||||
user_id = Column(Integer, nullable=True, comment="建议创建人ID")
|
||||
source = Column(String(30), default="dashboard", comment="来源: dashboard/kpi/budget/manual/rule")
|
||||
suggestion_type = Column(String(30), nullable=False, comment="kpi_target/budget_adjust/action_plan")
|
||||
target_type = Column(String(30), nullable=False, comment="kpi/budget/action_plan")
|
||||
target_id = Column(Integer, nullable=True, comment="目标ID (KPI ID/预算KPI ID等)")
|
||||
title = Column(String(300), nullable=False, comment="建议标题")
|
||||
content = Column(Text, nullable=True, comment="建议内容/理由")
|
||||
suggestion_data = Column(JSON, nullable=True, comment="应用参数: {target_value, period, budget_value, plan_title, ...}")
|
||||
status = Column(String(20), default="unapplied", comment="unapplied/applied/dismissed")
|
||||
applied_by = Column(String(100), nullable=True, comment="应用人姓名")
|
||||
applied_user_id = Column(Integer, nullable=True, comment="应用人ID")
|
||||
applied_at = Column(DateTime, nullable=True, comment="应用时间")
|
||||
apply_detail = Column(JSON, nullable=True, comment="应用结果明细: [{target_type,target_id,action,before,after}]")
|
||||
created_at = Column(DateTime, server_default=func.now())
|
||||
updated_at = Column(DateTime, server_default=func.now(), onupdate=func.now())
|
||||
|
||||
@@ -0,0 +1,27 @@
|
||||
# 预算↔现金流↔行动 闭环自检报告
|
||||
**检查时间**: 2026-08-30 11:43:16
|
||||
|
||||
## 账套 #1 · 期间 2026-08
|
||||
- 🔴 营业收入（2026-08）
|
||||
预算 75 / 实际 150000 = 执行率 200000.0%（超预算）
|
||||
现金流计划: 0 条 | 行动方案: 11 条
|
||||
⚠️ 缺失: 现金流(本期间有其他计划但未关联本KPI)
|
||||
💡 预算执行率200000%异常，请同步现金流情况核对（营业收入 2026-08）
|
||||
- 🟡 净利润（2026-08）
|
||||
预算 16.67 / 实际 0 = 执行率 0.0%（低执行）
|
||||
现金流计划: 0 条 | 行动方案: 3 条
|
||||
⚠️ 缺失: 现金流(本期间有其他计划但未关联本KPI)
|
||||
💡 预算执行率0%异常，请同步现金流情况核对（净利润 2026-08）
|
||||
- 🔴 渠补率（2026-08）
|
||||
预算 12.78 / 实际 75 = 执行率 586.9%（超预算）
|
||||
现金流计划: 0 条 | 行动方案: 4 条
|
||||
⚠️ 缺失: 现金流(本期间有其他计划但未关联本KPI)
|
||||
💡 预算执行率587%异常，请同步现金流情况核对（渠补率 2026-08）
|
||||
- 🟡 经营性现金流（2026-08）
|
||||
预算 16.67 / 实际 -93000 = 执行率 -557888.4%（低执行）
|
||||
现金流计划: 0 条 | 行动方案: 0 条
|
||||
⚠️ 缺失: 现金流(本期间有其他计划但未关联本KPI)、行动方案
|
||||
💡 预算执行率-557888%异常，请同步现金流情况核对、行动方案（经营性现金流 2026-08）
|
||||
|
||||
---
|
||||
共发现异常 4 项
|
||||
@@ -0,0 +1,188 @@
|
||||
"""预算↔现金流↔行动 三闭环异常自检 — 路线图R5 (2026-08-30)
|
||||
|
||||
预算闭环加固：预算执行率异常（<70% 或 >110%）的KPI，
|
||||
检查是否同步了 现金流计划(CashPlan) 和 行动方案(ActionPlan)，
|
||||
缺失则输出提示（防止"预算改了，现金流/行动没跟上"）。
|
||||
|
||||
输出：控制台 + reports/closed_loop_check_YYYYMMDD.md
|
||||
用法: /root/cma-management/backend/venv/bin/python3 scripts/closed_loop_check.py [--period 2026-08] [--push]
|
||||
"""
|
||||
import sys
|
||||
import os
|
||||
import json
|
||||
import argparse
|
||||
from datetime import datetime
|
||||
|
||||
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
|
||||
|
||||
from app.database import get_session_local
|
||||
from app.models import KPIDefinition, KPIValue, BudgetPlan, CashPlan, ActionPlan
|
||||
|
||||
LOW_RATIO = 0.7
|
||||
HIGH_RATIO = 1.1
|
||||
REPORTS_DIR = os.path.join(os.path.dirname(os.path.dirname(os.path.abspath(__file__))), "reports")
|
||||
|
||||
|
||||
def check_entity(db, entity_id: int, period: str) -> dict:
|
||||
"""检测一个账套的闭环状态"""
|
||||
issues = []
|
||||
rows = db.query(BudgetPlan).filter(
|
||||
BudgetPlan.entity_id == entity_id,
|
||||
BudgetPlan.status == "active",
|
||||
BudgetPlan.period == period,
|
||||
BudgetPlan.budget_value > 0,
|
||||
).all()
|
||||
|
||||
seen = set()
|
||||
for b in rows:
|
||||
key = (b.kpi_id, b.period)
|
||||
if key in seen:
|
||||
continue
|
||||
seen.add(key)
|
||||
|
||||
k = db.query(KPIDefinition).filter(KPIDefinition.id == b.kpi_id).first()
|
||||
kpi_name = k.kpi_name if k else f"KPI#{b.kpi_id}"
|
||||
|
||||
actual = db.query(KPIValue).filter(
|
||||
KPIValue.kpi_id == b.kpi_id,
|
||||
KPIValue.period == b.period,
|
||||
KPIValue.actual_value.isnot(None),
|
||||
).order_by(KPIValue.calculated_at.desc()).first()
|
||||
|
||||
actual_val = actual.actual_value if actual else None
|
||||
if actual_val is None:
|
||||
continue
|
||||
ratio = actual_val / b.budget_value
|
||||
abnormal = ratio < LOW_RATIO or ratio > HIGH_RATIO
|
||||
if not abnormal:
|
||||
continue
|
||||
|
||||
# 现金流检查：该KPI该期间是否有收付款计划（related_kpi_id 或 budget_plan_id 关联）
|
||||
period_start = datetime.strptime(period + "-01", "%Y-%m-%d")
|
||||
if period.endswith("-12"):
|
||||
period_end = datetime(period_start.year + 1, 1, 1)
|
||||
else:
|
||||
period_end = datetime(period_start.year, period_start.month + 1, 1)
|
||||
cash_plans = db.query(CashPlan).filter(
|
||||
CashPlan.entity_id == entity_id,
|
||||
CashPlan.status.in_(["pending", "completed"]),
|
||||
CashPlan.plan_date >= period_start,
|
||||
CashPlan.plan_date < period_end,
|
||||
).filter(
|
||||
(CashPlan.related_kpi_id == b.kpi_id) | (CashPlan.budget_plan_id == b.id)
|
||||
).count()
|
||||
# 兜底：无关联但期间内有任意现金流计划也算基本闭环
|
||||
any_cash = db.query(CashPlan).filter(
|
||||
CashPlan.entity_id == entity_id,
|
||||
CashPlan.status.in_(["pending", "completed"]),
|
||||
CashPlan.plan_date >= period_start,
|
||||
CashPlan.plan_date < period_end,
|
||||
).count()
|
||||
|
||||
# 行动检查：该KPI是否有非完成的行动方案
|
||||
actions = db.query(ActionPlan).filter(
|
||||
ActionPlan.kpi_id == b.kpi_id,
|
||||
ActionPlan.status.in_(["pending", "in_progress"]),
|
||||
).count()
|
||||
|
||||
missing = []
|
||||
if cash_plans == 0:
|
||||
if any_cash > 0:
|
||||
missing.append("现金流(本期间有其他计划但未关联本KPI)")
|
||||
else:
|
||||
missing.append("现金流")
|
||||
if actions == 0:
|
||||
missing.append("行动方案")
|
||||
|
||||
level = "critical" if ratio > HIGH_RATIO else "warning"
|
||||
issues.append({
|
||||
"kpi_id": b.kpi_id,
|
||||
"kpi_name": kpi_name,
|
||||
"period": period,
|
||||
"budget_value": b.budget_value,
|
||||
"actual_value": actual_val,
|
||||
"exec_ratio": round(ratio * 100, 1),
|
||||
"abnormal_type": "超预算" if ratio > HIGH_RATIO else "低执行",
|
||||
"level": level,
|
||||
"cash_plan_count": cash_plans,
|
||||
"action_plan_count": actions,
|
||||
"missing": missing,
|
||||
"suggestion": (
|
||||
f"预算执行率{ratio*100:.0f}%异常，请同步"
|
||||
+ ("现金流计划" if "现金流" in missing else "现金流情况核对")
|
||||
+ ("、行动方案" if "行动方案" in missing else "")
|
||||
+ f"（{kpi_name} {period}）"
|
||||
),
|
||||
})
|
||||
|
||||
return {"entity_id": entity_id, "period": period, "issues": issues}
|
||||
|
||||
|
||||
def build_report(results: list, checked_at: str) -> str:
|
||||
lines = [f"# 预算↔现金流↔行动 闭环自检报告", f"**检查时间**: {checked_at}", ""]
|
||||
total_issues = 0
|
||||
for r in results:
|
||||
lines.append(f"## 账套 #{r['entity_id']} · 期间 {r['period']}")
|
||||
if not r["issues"]:
|
||||
lines.append("- ✅ 无预算执行率异常")
|
||||
for it in r["issues"]:
|
||||
total_issues += 1
|
||||
icon = "🔴" if it["level"] == "critical" else "🟡"
|
||||
lines.append(f"- {icon} {it['kpi_name']}（{it['period']}）")
|
||||
lines.append(f" 预算 {it['budget_value']:g} / 实际 {it['actual_value']:g} = 执行率 {it['exec_ratio']}%（{it['abnormal_type']}）")
|
||||
lines.append(f" 现金流计划: {it['cash_plan_count']} 条 | 行动方案: {it['action_plan_count']} 条")
|
||||
if it["missing"]:
|
||||
lines.append(f" ⚠️ 缺失: {'、'.join(it['missing'])}")
|
||||
lines.append(f" 💡 {it['suggestion']}")
|
||||
else:
|
||||
lines.append(f" ✅ 三闭环已同步")
|
||||
lines.append("")
|
||||
lines.append(f"---")
|
||||
lines.append(f"共发现异常 {total_issues} 项")
|
||||
return "\n".join(lines)
|
||||
|
||||
|
||||
def main():
|
||||
parser = argparse.ArgumentParser()
|
||||
parser.add_argument("--period", default=datetime.now().strftime("%Y-%m"))
|
||||
parser.add_argument("--entity-id", type=int, default=1)
|
||||
parser.add_argument("--push", action="store_true", help="异常时推送企微(8800/send)")
|
||||
args = parser.parse_args()
|
||||
|
||||
os.makedirs(REPORTS_DIR, exist_ok=True)
|
||||
checked_at = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
|
||||
|
||||
db = get_session_local()()
|
||||
try:
|
||||
result = check_entity(db, args.entity_id, args.period)
|
||||
report = build_report([result], checked_at)
|
||||
print(report)
|
||||
|
||||
# 写报告文件
|
||||
fname = f"closed_loop_check_{datetime.now().strftime('%Y%m%d')}.md"
|
||||
fpath = os.path.join(REPORTS_DIR, fname)
|
||||
with open(fpath, "w", encoding="utf-8") as f:
|
||||
f.write(report)
|
||||
print(f"\n📄 报告已写入: {fpath}")
|
||||
|
||||
# 异常推送
|
||||
if args.push and result["issues"]:
|
||||
try:
|
||||
import urllib.request
|
||||
import urllib.parse
|
||||
content = f"## 🔄 预算闭环自检({args.period})\n"
|
||||
for it in result["issues"][:10]:
|
||||
content += f"- {it['kpi_name']} 执行率{it['exec_ratio']}% 缺{'/'.join(it['missing']) or '无'}\n"
|
||||
content += f"\n共{len(result['issues'])}项异常，详见系统报告"
|
||||
data = urllib.parse.urlencode({"msg": content, "source": "管理会计OS"}).encode("utf-8")
|
||||
req = urllib.request.Request("http://127.0.0.1:8800/send", data=data)
|
||||
with urllib.request.urlopen(req, timeout=15) as resp:
|
||||
print("推送:", resp.read().decode()[:200])
|
||||
except Exception as e:
|
||||
print(f"推送失败: {e}")
|
||||
finally:
|
||||
db.close()
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -0,0 +1,125 @@
|
||||
"""每日数据找人推送 — 路线图R2 (2026-08-30)
|
||||
|
||||
北极星③：主动推送扩大 —— 异常 + 机会两类。
|
||||
- 异常类：待处理预警（kpi_alerts pending）
|
||||
- 机会类：KPI向好 / 预算余量 / 预测上行（opportunity_detector）
|
||||
复用企微通道 8800/send（公司群中继服务）。
|
||||
|
||||
用法: /root/cma-management/backend/venv/bin/python3 scripts/daily_push.py [--dry-run]
|
||||
cron: 15 9 * * * (alert_generator 9:00 之后)
|
||||
"""
|
||||
import sys
|
||||
import os
|
||||
import json
|
||||
import logging
|
||||
import argparse
|
||||
from datetime import datetime
|
||||
|
||||
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
|
||||
|
||||
from app.database import get_session_local
|
||||
from app.models import KPIDefinition, KPIAlert
|
||||
from scripts.opportunity_detector import detect_all, flatten
|
||||
|
||||
logger = logging.getLogger("cma.daily_push")
|
||||
|
||||
RELAY_URL = "http://127.0.0.1:8800/send"
|
||||
SOURCE = "管理会计OS"
|
||||
|
||||
|
||||
def collect_exceptions(db, limit: int = 10) -> list:
|
||||
"""异常类：待处理预警（red/yellow）"""
|
||||
out = []
|
||||
alerts = db.query(KPIAlert).filter(
|
||||
KPIAlert.status == "pending",
|
||||
KPIAlert.alert_level.in_(["red", "yellow"]),
|
||||
).order_by(KPIAlert.created_at.desc()).limit(limit).all()
|
||||
for a in alerts:
|
||||
k = db.query(KPIDefinition).filter(KPIDefinition.id == a.kpi_id).first()
|
||||
kpi_name = k.kpi_name if k else f"KPI#{a.kpi_id}"
|
||||
icon = "🔴" if a.alert_level == "red" else "🟡"
|
||||
out.append({
|
||||
"type": "exception",
|
||||
"title": f"{icon} {kpi_name} 预警",
|
||||
"detail": f"({a.alert_level}) {a.alert_message}",
|
||||
"kpi_id": a.kpi_id,
|
||||
"kpi_name": kpi_name,
|
||||
"period": "",
|
||||
})
|
||||
return out
|
||||
|
||||
|
||||
def build_message(exceptions: list, opportunities: list) -> str:
|
||||
"""组装 markdown 推送内容"""
|
||||
now = datetime.now().strftime("%Y-%m-%d %H:%M")
|
||||
lines = [f"## 📊 管理会计OS · 每日经营播报", f"**{now}**", ""]
|
||||
|
||||
lines.append("### ⚠️ 异常关注")
|
||||
if exceptions:
|
||||
for e in exceptions:
|
||||
lines.append(f"- {e['title']}")
|
||||
lines.append(f" {e['detail']}")
|
||||
else:
|
||||
lines.append("- 今日无待处理预警 ✅")
|
||||
|
||||
lines.append("")
|
||||
lines.append("### 🎯 机会发现")
|
||||
if opportunities:
|
||||
for o in opportunities:
|
||||
lines.append(f"- {o['title']}")
|
||||
lines.append(f" {o['detail']}")
|
||||
else:
|
||||
lines.append("- 今日暂无显著机会")
|
||||
|
||||
lines.append("")
|
||||
lines.append("---")
|
||||
lines.append("💡 数据找人：异常要处理，机会要把握。详情见 CMA 系统。")
|
||||
return "\n".join(lines)
|
||||
|
||||
|
||||
def push_wecom(msg: str) -> dict:
|
||||
"""通过8800中继推送企微"""
|
||||
import urllib.request
|
||||
import urllib.parse
|
||||
data = urllib.parse.urlencode({
|
||||
"msg": msg,
|
||||
"source": SOURCE,
|
||||
"msgtype": "markdown",
|
||||
}).encode("utf-8")
|
||||
req = urllib.request.Request(RELAY_URL, data=data,
|
||||
headers={"Content-Type": "application/x-www-form-urlencoded"})
|
||||
try:
|
||||
with urllib.request.urlopen(req, timeout=15) as resp:
|
||||
result = json.loads(resp.read().decode("utf-8"))
|
||||
return result
|
||||
except Exception as e:
|
||||
return {"ok": False, "error": f"推送异常: {e}"}
|
||||
|
||||
|
||||
def main():
|
||||
parser = argparse.ArgumentParser()
|
||||
parser.add_argument("--dry-run", action="store_true", help="只打印不推送")
|
||||
parser.add_argument("--entity-id", type=int, default=1)
|
||||
args = parser.parse_args()
|
||||
|
||||
db = get_session_local()()
|
||||
try:
|
||||
exceptions = collect_exceptions(db)
|
||||
opportunities = flatten(detect_all(db, args.entity_id))
|
||||
msg = build_message(exceptions, opportunities)
|
||||
|
||||
if args.dry_run:
|
||||
print(msg)
|
||||
print(f"\n[DRY-RUN] 异常{len(exceptions)}条 / 机会{len(opportunities)}条")
|
||||
return
|
||||
|
||||
result = push_wecom(msg)
|
||||
print(f"推送结果: {json.dumps(result, ensure_ascii=False)}")
|
||||
print(f"统计: 异常{len(exceptions)}条 / 机会{len(opportunities)}条")
|
||||
finally:
|
||||
db.close()
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
logging.basicConfig(level=logging.INFO)
|
||||
main()
|
||||
@@ -0,0 +1,169 @@
|
||||
"""机会检测器 — 路线图R2 数据找人扩大 (2026-08-30)
|
||||
|
||||
北极星③：主动推送扩大 —— 异常 + 机会两类。
|
||||
本脚本检测三类机会（复用 budget/kpi 数据，不新建表）：
|
||||
1. KPI向好 (kpi_improving) : 最近3期执行率>110% 且最新期呈上升趋势
|
||||
2. 预算余量 (budget_headroom): 可用预算>30%（预算执行率<70%）
|
||||
3. 滚动机会 (rolling_up) : 预测值上升（kpi_forecast_log 最新>上期）
|
||||
|
||||
输出：机会列表 [{type, title, detail, kpi_id, kpi_name, period}]
|
||||
"""
|
||||
import sys
|
||||
import os
|
||||
import json
|
||||
from datetime import datetime
|
||||
|
||||
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
|
||||
|
||||
from app.database import get_session_local
|
||||
from app.models import KPIDefinition, KPIValue, BudgetPlan, KpiForecastLog
|
||||
|
||||
HIGH_RATIO = 1.1 # 执行率>110% = 超预期
|
||||
LOW_EXEC_RATIO = 0.7 # 执行率<70% = 预算余量大（可用>30%）
|
||||
|
||||
|
||||
def _exec_ratio(actual, target):
|
||||
if target is None or target == 0:
|
||||
return None
|
||||
return actual / target
|
||||
|
||||
|
||||
def detect_kpi_improving(db, entity_id: int, min_ratio: float = HIGH_RATIO) -> list:
|
||||
"""KPI向好：最近3期执行率均>110%，且最新期>上期（上升中）"""
|
||||
out = []
|
||||
kpis = db.query(KPIDefinition).filter(
|
||||
KPIDefinition.entity_id == entity_id,
|
||||
KPIDefinition.status == "active",
|
||||
).all()
|
||||
now = datetime.now()
|
||||
for k in kpis:
|
||||
if not k.target_value or k.target_value <= 0:
|
||||
continue
|
||||
vals = db.query(KPIValue).filter(
|
||||
KPIValue.kpi_id == k.id,
|
||||
KPIValue.actual_value.isnot(None),
|
||||
).order_by(KPIValue.period.desc()).limit(3).all()
|
||||
if len(vals) < 3:
|
||||
continue
|
||||
ratios = [_exec_ratio(v.actual_value, k.target_value) for v in vals]
|
||||
if any(r is None or r < min_ratio for r in ratios):
|
||||
continue
|
||||
# 最新期 > 上期（上升趋势）；若最新期低于上期但整体仍>110%，也算（持续向好）
|
||||
latest, prev = vals[0], vals[1]
|
||||
trend = "上升" if latest.actual_value > prev.actual_value else "高位"
|
||||
out.append({
|
||||
"type": "kpi_improving",
|
||||
"title": f"📈 {k.kpi_name} 持续向好",
|
||||
"detail": (f"{latest.period}实际{latest.actual_value:g}/目标{k.target_value:g}"
|
||||
f" 达成率{ratios[0]*100:.0f}%({trend})，近3期均超110%"),
|
||||
"kpi_id": k.id,
|
||||
"kpi_name": k.kpi_name,
|
||||
"period": latest.period,
|
||||
})
|
||||
return out
|
||||
|
||||
|
||||
def detect_budget_headroom(db, entity_id: int, max_ratio: float = LOW_EXEC_RATIO) -> list:
|
||||
"""预算余量：当月预算执行率<70%（可用预算>30%）
|
||||
|
||||
注意：跳过实际值为负的行（现金流/利润为负是异常不是余量），
|
||||
同 KPI 同期间多版本预算只取一条（去重）。
|
||||
"""
|
||||
out = []
|
||||
period = datetime.now().strftime("%Y-%m")
|
||||
rows = db.query(BudgetPlan).filter(
|
||||
BudgetPlan.entity_id == entity_id,
|
||||
BudgetPlan.status == "active",
|
||||
BudgetPlan.period == period,
|
||||
BudgetPlan.budget_value > 0,
|
||||
).all()
|
||||
seen = set()
|
||||
for b in rows:
|
||||
key = (b.kpi_id, b.period)
|
||||
if key in seen:
|
||||
continue
|
||||
seen.add(key)
|
||||
actual = db.query(KPIValue).filter(
|
||||
KPIValue.kpi_id == b.kpi_id,
|
||||
KPIValue.period == b.period,
|
||||
KPIValue.actual_value.isnot(None),
|
||||
).order_by(KPIValue.calculated_at.desc()).first()
|
||||
if not actual or actual.actual_value is None or actual.actual_value <= 0:
|
||||
continue
|
||||
ratio = actual.actual_value / b.budget_value
|
||||
if ratio < max_ratio:
|
||||
k = db.query(KPIDefinition).filter(KPIDefinition.id == b.kpi_id).first()
|
||||
kpi_name = k.kpi_name if k else f"KPI#{b.kpi_id}"
|
||||
headroom = (1 - ratio) * 100
|
||||
out.append({
|
||||
"type": "budget_headroom",
|
||||
"title": f"💼 {kpi_name} 预算余量充足",
|
||||
"detail": (f"{period}预算{b.budget_value:g}/实际{actual.actual_value:g}"
|
||||
f" 执行率{ratio*100:.0f}%，可用预算余量约{headroom:.0f}%"),
|
||||
"kpi_id": b.kpi_id,
|
||||
"kpi_name": kpi_name,
|
||||
"period": period,
|
||||
})
|
||||
return out
|
||||
|
||||
|
||||
def detect_rolling_up(db, entity_id: int) -> list:
|
||||
"""滚动机会：预测值上升（最新预测 > 上期预测）"""
|
||||
out = []
|
||||
# 每个KPI取最近两条预测记录
|
||||
kpi_ids = [r[0] for r in db.query(KpiForecastLog.kpi_id).filter(
|
||||
KpiForecastLog.entity_id == entity_id).distinct().limit(50).all()]
|
||||
for kid in kpi_ids:
|
||||
rows = db.query(KpiForecastLog).filter(
|
||||
KpiForecastLog.entity_id == entity_id,
|
||||
KpiForecastLog.kpi_id == kid,
|
||||
KpiForecastLog.forecast_value.isnot(None),
|
||||
).order_by(KpiForecastLog.created_at.desc(), KpiForecastLog.id.desc()).limit(2).all()
|
||||
if len(rows) < 2:
|
||||
continue
|
||||
latest, prev = rows[0], rows[1]
|
||||
if latest.forecast_value > prev.forecast_value:
|
||||
k = db.query(KPIDefinition).filter(KPIDefinition.id == kid).first()
|
||||
kpi_name = k.kpi_name if k else f"KPI#{kid}"
|
||||
pct = (latest.forecast_value / prev.forecast_value - 1) * 100 if prev.forecast_value else 0
|
||||
out.append({
|
||||
"type": "rolling_up",
|
||||
"title": f"🔮 {kpi_name} 预测上行",
|
||||
"detail": (f"预测值 {prev.forecast_value:g} → {latest.forecast_value:g}"
|
||||
f" (+{pct:.1f}%)，{latest.period}期间"),
|
||||
"kpi_id": kid,
|
||||
"kpi_name": kpi_name,
|
||||
"period": latest.period,
|
||||
})
|
||||
return out
|
||||
|
||||
|
||||
def detect_all(db, entity_id: int = 1) -> dict:
|
||||
"""检测全部机会，按类型分组"""
|
||||
return {
|
||||
"kpi_improving": detect_kpi_improving(db, entity_id),
|
||||
"budget_headroom": detect_budget_headroom(db, entity_id),
|
||||
"rolling_up": detect_rolling_up(db, entity_id),
|
||||
}
|
||||
|
||||
|
||||
def flatten(detected: dict) -> list:
|
||||
out = []
|
||||
for cat in ("kpi_improving", "budget_headroom", "rolling_up"):
|
||||
out.extend(detected.get(cat, []))
|
||||
return out
|
||||
|
||||
|
||||
def main():
|
||||
db = get_session_local()()
|
||||
try:
|
||||
detected = detect_all(db)
|
||||
total = sum(len(v) for v in detected.values())
|
||||
print(json.dumps(detected, ensure_ascii=False, indent=2))
|
||||
print(f"\n机会总数: {total}")
|
||||
finally:
|
||||
db.close()
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -0,0 +1,56 @@
|
||||
"""验证年度预算分解幂等 — R5 (2026-08-30)
|
||||
|
||||
调用 /api/cma/budget/auto-decompose 3 次，对比月度预算值是否不变。
|
||||
用法: cd /root/cma-management/backend && ./venv/bin/python3 scripts/verify_decompose_idempotent.py
|
||||
"""
|
||||
import sys
|
||||
import os
|
||||
import json
|
||||
import urllib.request
|
||||
|
||||
BASE = os.getenv("CMA_BASE", "http://127.0.0.1:8010")
|
||||
|
||||
|
||||
def post(path, body, token=None):
|
||||
req = urllib.request.Request(
|
||||
BASE + path,
|
||||
data=json.dumps(body).encode("utf-8"),
|
||||
headers={"Content-Type": "application/json",
|
||||
"Authorization": f"Bearer {token}" if token else ""},
|
||||
)
|
||||
with urllib.request.urlopen(req, timeout=30) as resp:
|
||||
return json.loads(resp.read().decode("utf-8"))
|
||||
|
||||
|
||||
def main():
|
||||
# 登录（账套模式必须 entity_id）
|
||||
login = post("/api/cma/auth/login", {"username": "admin", "password": "admin123", "entity_id": 1})
|
||||
token = login.get("token") or login.get("access_token")
|
||||
if not token:
|
||||
print("❌ 登录失败:", login)
|
||||
sys.exit(1)
|
||||
print("✅ 登录成功")
|
||||
|
||||
runs = []
|
||||
for i in range(3):
|
||||
r = post("/api/cma/budget/auto-decompose", {"year": 2026, "method": "equal", "version": "v1.0"}, token)
|
||||
print(f"第{i+1}次: {r.get('message', '')} created={r.get('created', 0)}")
|
||||
# 提取 (kpi_id -> monthly tuple)
|
||||
snap = {}
|
||||
for res in r.get("results", []):
|
||||
snap[res["kpi_id"]] = tuple(res.get("monthly") or [])
|
||||
runs.append(snap)
|
||||
|
||||
# 对比三次结果
|
||||
same = runs[0] == runs[1] == runs[2]
|
||||
print(f"\n三次结果一致: {'✅ 是（幂等）' if same else '❌ 否（不幂等）'}")
|
||||
if not same:
|
||||
for i in range(1, 3):
|
||||
for kid in runs[0]:
|
||||
if runs[0].get(kid) != runs[i].get(kid):
|
||||
print(f" KPI {kid} 第1次={runs[0].get(kid)} 第{i+1}次={runs[i].get(kid)}")
|
||||
sys.exit(0 if same else 1)
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -82,9 +82,12 @@ import hashlib
|
||||
@pytest.fixture(autouse=True)
|
||||
def setup_db():
|
||||
"""每个测试函数自动初始化和清理数据库"""
|
||||
from app.utils import cache as cache_util
|
||||
cache_util.delete("ai") # 清AI分析缓存，防测试间Redis污染（dashboard-analysis缓存全局共享）
|
||||
Base.metadata.create_all(bind=TEST_ENGINE)
|
||||
yield
|
||||
Base.metadata.drop_all(bind=TEST_ENGINE)
|
||||
cache_util.delete("ai")
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
|
||||
@@ -0,0 +1,242 @@
|
||||
"""
|
||||
路线图R1：AI建议→一键落地 测试
|
||||
建议CRUD + 应用到KPI/预算/行动方案 + OperationLog留痕 + 已应用/未应用状态
|
||||
"""
|
||||
import pytest
|
||||
from fastapi.testclient import TestClient
|
||||
from sqlalchemy.orm import Session
|
||||
from datetime import datetime
|
||||
|
||||
from tests.conftest import create_test_user, get_token_for_user, auth_header, create_test_kpi
|
||||
from app.models import AISuggestion, KPIDefinition, BudgetPlan, ActionPlan, OperationLog, KPIValue
|
||||
|
||||
|
||||
def _create_suggestion(client, token, kpi_id, **kw):
|
||||
body = {
|
||||
"suggestion_type": "kpi_target",
|
||||
"target_type": "kpi",
|
||||
"target_id": kpi_id,
|
||||
"title": "上调测试KPI目标",
|
||||
"content": "达成率超预期",
|
||||
"suggestion_data": {"kpi_id": kpi_id, "target_value": 150.0},
|
||||
}
|
||||
body.update(kw)
|
||||
return client.post("/api/cma/ai/suggestions", json=body, headers=auth_header(token))
|
||||
|
||||
|
||||
class TestSuggestionCRUD:
|
||||
def test_create_and_list(self, client, db):
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db)
|
||||
|
||||
r = _create_suggestion(client, token, kpi.id)
|
||||
assert r.status_code == 200, r.text
|
||||
data = r.json()["data"]
|
||||
assert data["status"] == "unapplied"
|
||||
assert data["suggestion_type"] == "kpi_target"
|
||||
|
||||
# 列表含未应用
|
||||
lst = client.get("/api/cma/ai/suggestions", headers=auth_header(token)).json()
|
||||
assert lst["total"] == 1
|
||||
assert lst["data"][0]["id"] == data["id"]
|
||||
|
||||
# 详情
|
||||
det = client.get(f"/api/cma/ai/suggestions/{data['id']}", headers=auth_header(token)).json()
|
||||
assert det["data"]["title"] == "上调测试KPI目标"
|
||||
|
||||
def test_create_missing_fields(self, client, db):
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
r = client.post("/api/cma/ai/suggestions", json={"title": "无类型"}, headers=auth_header(token))
|
||||
assert r.status_code == 400
|
||||
r2 = client.post("/api/cma/ai/suggestions", json={"suggestion_type": "kpi_target"}, headers=auth_header(token))
|
||||
assert r2.status_code == 400
|
||||
|
||||
def test_apply_kpi_target(self, client, db):
|
||||
"""应用建议→改KPI目标→操作日志可查"""
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db, target_value=100.0)
|
||||
|
||||
r = _create_suggestion(client, token, kpi.id)
|
||||
sug_id = r.json()["data"]["id"]
|
||||
|
||||
# 应用：改KPI目标为150
|
||||
app = client.post(
|
||||
f"/api/cma/ai/suggestions/{sug_id}/apply",
|
||||
json={"action": "kpi_target", "target_value": 150.0},
|
||||
headers=auth_header(token),
|
||||
)
|
||||
assert app.status_code == 200, app.text
|
||||
app_data = app.json()["data"]
|
||||
assert app_data["status"] == "applied"
|
||||
assert app_data["applied_by"] == "测试管理员"
|
||||
assert app_data["apply_detail"][0]["before"] == 100.0
|
||||
assert app_data["apply_detail"][0]["after"] == 150.0
|
||||
|
||||
# KPI目标已变更
|
||||
db.refresh(kpi)
|
||||
assert kpi.target_value == 150.0
|
||||
|
||||
# OperationLog留痕
|
||||
logs = db.query(OperationLog).filter(OperationLog.action == "ai_suggestion_apply").all()
|
||||
assert len(logs) == 1
|
||||
assert logs[0].target_type == "kpi"
|
||||
assert logs[0].target_id == kpi.id
|
||||
assert logs[0].detail["suggestion_id"] == sug_id
|
||||
assert logs[0].detail["before"] == 100.0
|
||||
assert logs[0].detail["after"] == 150.0
|
||||
|
||||
# 重复应用被拒绝
|
||||
app2 = client.post(
|
||||
f"/api/cma/ai/suggestions/{sug_id}/apply",
|
||||
json={"action": "kpi_target", "target_value": 200.0},
|
||||
headers=auth_header(token),
|
||||
)
|
||||
assert app2.status_code == 400
|
||||
|
||||
def test_apply_budget_adjust(self, client, db):
|
||||
"""应用建议→调预算（新建/更新BudgetPlan）→操作日志"""
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db)
|
||||
|
||||
r = _create_suggestion(client, token, kpi.id, suggestion_type="budget_adjust",
|
||||
title="调整预算", suggestion_data={"kpi_id": kpi.id})
|
||||
sug_id = r.json()["data"]["id"]
|
||||
|
||||
app = client.post(
|
||||
f"/api/cma/ai/suggestions/{sug_id}/apply",
|
||||
json={"action": "budget_adjust", "period": "2026-09", "budget_value": 8888.0},
|
||||
headers=auth_header(token),
|
||||
)
|
||||
assert app.status_code == 200, app.text
|
||||
plan = db.query(BudgetPlan).filter(BudgetPlan.kpi_id == kpi.id, BudgetPlan.period == "2026-09").first()
|
||||
assert plan is not None
|
||||
assert plan.budget_value == 8888.0
|
||||
assert plan.source_type == "ai_suggestion"
|
||||
|
||||
# 同期间再应用→更新而非新增
|
||||
app2 = client.post(
|
||||
f"/api/cma/ai/suggestions/{sug_id}/apply",
|
||||
json={"action": "budget_adjust", "period": "2026-09", "budget_value": 9999.0},
|
||||
headers=auth_header(token),
|
||||
)
|
||||
# 已applied被拒；用新建议验证upsert
|
||||
r2 = _create_suggestion(client, token, kpi.id, suggestion_type="budget_adjust",
|
||||
title="调整预算2", suggestion_data={"kpi_id": kpi.id})
|
||||
sug_id2 = r2.json()["data"]["id"]
|
||||
app3 = client.post(
|
||||
f"/api/cma/ai/suggestions/{sug_id2}/apply",
|
||||
json={"action": "budget_adjust", "period": "2026-09", "budget_value": 9999.0},
|
||||
headers=auth_header(token),
|
||||
)
|
||||
assert app3.status_code == 200
|
||||
plans = db.query(BudgetPlan).filter(BudgetPlan.kpi_id == kpi.id, BudgetPlan.period == "2026-09").all()
|
||||
assert len(plans) == 1
|
||||
assert plans[0].budget_value == 9999.0
|
||||
assert app3.json()["data"]["apply_detail"][0]["before"] == 8888.0
|
||||
|
||||
def test_apply_action_plan(self, client, db):
|
||||
"""应用建议→建行动方案→操作日志"""
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db)
|
||||
|
||||
r = _create_suggestion(client, token, kpi.id, suggestion_type="action_plan",
|
||||
title="建行动方案", suggestion_data={"kpi_id": kpi.id})
|
||||
sug_id = r.json()["data"]["id"]
|
||||
|
||||
app = client.post(
|
||||
f"/api/cma/ai/suggestions/{sug_id}/apply",
|
||||
json={"action": "action_plan", "title": "营收提升专项", "assignee": "张三",
|
||||
"priority": "high", "due_date": "2026-09-30"},
|
||||
headers=auth_header(token),
|
||||
)
|
||||
assert app.status_code == 200, app.text
|
||||
plan = db.query(ActionPlan).filter(ActionPlan.kpi_id == kpi.id, ActionPlan.title == "营收提升专项").first()
|
||||
assert plan is not None
|
||||
assert plan.assignee == "张三"
|
||||
assert plan.priority == "high"
|
||||
assert plan.created_by == "测试管理员"
|
||||
|
||||
logs = db.query(OperationLog).filter(OperationLog.action == "ai_suggestion_apply",
|
||||
OperationLog.target_type == "action_plan").all()
|
||||
assert len(logs) == 1
|
||||
assert logs[0].target_id == plan.id
|
||||
|
||||
def test_dismiss(self, client, db):
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db)
|
||||
r = _create_suggestion(client, token, kpi.id)
|
||||
sug_id = r.json()["data"]["id"]
|
||||
|
||||
d = client.post(f"/api/cma/ai/suggestions/{sug_id}/dismiss", headers=auth_header(token))
|
||||
assert d.status_code == 200
|
||||
det = client.get(f"/api/cma/ai/suggestions/{sug_id}", headers=auth_header(token)).json()
|
||||
assert det["data"]["status"] == "dismissed"
|
||||
# 忽略后应用被拒
|
||||
app = client.post(f"/api/cma/ai/suggestions/{sug_id}/apply",
|
||||
json={"action": "kpi_target", "target_value": 1}, headers=auth_header(token))
|
||||
assert app.status_code == 400
|
||||
|
||||
def test_apply_not_found(self, client, db):
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
app = client.post("/api/cma/ai/suggestions/9999/apply", json={}, headers=auth_header(token))
|
||||
assert app.status_code == 404
|
||||
|
||||
|
||||
class TestRuleSuggestions:
|
||||
"""dashboard-analysis 自动生成建议（规则驱动）"""
|
||||
|
||||
def test_generate_low_ratio_action(self, client, db):
|
||||
"""执行率<70% → 生成建行动方案建议"""
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db, target_value=100.0)
|
||||
db.add(KPIValue(kpi_id=kpi.id, period="2026-06", actual_value=50.0))
|
||||
db.commit()
|
||||
|
||||
# 直接调规则生成
|
||||
resp = client.get("/api/cma/ai/dashboard-analysis", headers=auth_header(token))
|
||||
assert resp.status_code == 200
|
||||
s = db.query(AISuggestion).filter(AISuggestion.target_id == kpi.id).all()
|
||||
assert len(s) >= 1
|
||||
assert any(x.suggestion_type == "action_plan" for x in s)
|
||||
|
||||
# 幂等：再调一次不重复建
|
||||
resp2 = client.get("/api/cma/ai/dashboard-analysis", headers=auth_header(token))
|
||||
s2 = db.query(AISuggestion).filter(AISuggestion.target_id == kpi.id).all()
|
||||
assert len(s2) == len(s)
|
||||
|
||||
def test_generate_high_ratio_target(self, client, db):
|
||||
"""执行率>110% → 生成上调目标建议"""
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db, target_value=100.0)
|
||||
db.add(KPIValue(kpi_id=kpi.id, period="2026-06", actual_value=150.0))
|
||||
db.commit()
|
||||
|
||||
resp = client.get("/api/cma/ai/dashboard-analysis", headers=auth_header(token))
|
||||
assert resp.status_code == 200
|
||||
s = db.query(AISuggestion).filter(AISuggestion.target_id == kpi.id).all()
|
||||
assert any(x.suggestion_type == "kpi_target" for x in s)
|
||||
assert "suggestions" in resp.json()
|
||||
|
||||
def test_generate_budget_overrun(self, client, db):
|
||||
"""预算执行率>110% → 生成调预算建议"""
|
||||
create_test_user(db)
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db, target_value=100.0)
|
||||
db.add(KPIValue(kpi_id=kpi.id, period="2026-08", actual_value=200.0))
|
||||
db.add(BudgetPlan(entity_id=1, kpi_id=kpi.id, period="2026-08", budget_value=100.0,
|
||||
budget_year=2026, budget_month=8, status="active"))
|
||||
db.commit()
|
||||
|
||||
resp = client.get("/api/cma/ai/dashboard-analysis", headers=auth_header(token))
|
||||
assert resp.status_code == 200
|
||||
s = db.query(AISuggestion).filter(AISuggestion.suggestion_type == "budget_adjust").all()
|
||||
assert len(s) >= 1
|
||||
@@ -663,9 +663,9 @@ class TestBudgetContract20260825:
|
||||
token = get_token_for_user(client)
|
||||
kpi = create_test_kpi(db, kpi_code="CONTRACT_DECOMP")
|
||||
|
||||
# 先创建年度预算（period=2026-00 或任意月份记录，让批量分解能聚合到）
|
||||
# 先创建年度预算（period=YYYY-00 年度行，批量分解只取年度行 — 幂等契约）
|
||||
client.post(f"{self.BASE}/plans", headers=auth_header(token),
|
||||
json={"kpi_id": kpi.id, "period": "2026-01", "budget_value": 12000.0, "budget_year": 2026, "budget_month": 1})
|
||||
json={"kpi_id": kpi.id, "period": "2026-00", "budget_value": 12000.0, "budget_year": 2026, "budget_month": 0})
|
||||
|
||||
# 第一次批量分解
|
||||
resp1 = client.post(f"{self.BASE}/auto-decompose", headers=auth_header(token),
|
||||
|
||||
@@ -0,0 +1,187 @@
|
||||
"""
|
||||
路线图R2/R5 测试（2026-08-30）
|
||||
R2: 机会检测（KPI向好/预算余量/预测上行）
|
||||
R5: 预算↔现金流↔行动 闭环自检
|
||||
"""
|
||||
import pytest
|
||||
from datetime import datetime
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from tests.conftest import create_test_kpi
|
||||
from app.models import KPIDefinition, KPIValue, BudgetPlan, CashPlan, ActionPlan, KpiForecastLog
|
||||
|
||||
from scripts.opportunity_detector import (
|
||||
detect_kpi_improving, detect_budget_headroom, detect_rolling_up, detect_all, flatten,
|
||||
)
|
||||
from scripts.closed_loop_check import check_entity, build_report
|
||||
|
||||
|
||||
def _kpi(db, code, target=100.0, **kw):
|
||||
return create_test_kpi(db, kpi_code=code, target_value=target, **kw)
|
||||
|
||||
|
||||
def _value(db, kpi_id, period, actual, entity_id=1):
|
||||
v = KPIValue(kpi_id=kpi_id, period=period, actual_value=actual, entity_id=entity_id)
|
||||
db.add(v)
|
||||
return v
|
||||
|
||||
|
||||
def _budget(db, kpi_id, period, value, year=None, month=None, entity_id=1):
|
||||
if year is None:
|
||||
year = int(period.split("-")[0])
|
||||
month = int(period.split("-")[1])
|
||||
b = BudgetPlan(entity_id=entity_id, kpi_id=kpi_id, period=period, budget_value=value,
|
||||
budget_year=year, budget_month=month, version="v1.0", status="active")
|
||||
db.add(b)
|
||||
return b
|
||||
|
||||
|
||||
class TestOpportunityR2:
|
||||
def test_kpi_improving(self, db):
|
||||
"""连续3期执行率>110% → KPI向好机会"""
|
||||
kpi = _kpi(db, "OPP_01", target=100.0)
|
||||
_value(db, kpi.id, "2026-04", 120.0)
|
||||
_value(db, kpi.id, "2026-05", 130.0)
|
||||
_value(db, kpi.id, "2026-06", 140.0)
|
||||
db.commit()
|
||||
out = detect_kpi_improving(db, 1)
|
||||
assert len(out) == 1
|
||||
assert out[0]["type"] == "kpi_improving"
|
||||
assert out[0]["kpi_id"] == kpi.id
|
||||
|
||||
def test_kpi_improving_not_enough_data(self, db):
|
||||
"""不足3期不判定"""
|
||||
kpi = _kpi(db, "OPP_02", target=100.0)
|
||||
_value(db, kpi.id, "2026-05", 130.0)
|
||||
_value(db, kpi.id, "2026-06", 140.0)
|
||||
db.commit()
|
||||
assert detect_kpi_improving(db, 1) == []
|
||||
|
||||
def test_kpi_improving_low_ratio_skip(self, db):
|
||||
"""执行率未超110%不判定"""
|
||||
kpi = _kpi(db, "OPP_03", target=100.0)
|
||||
_value(db, kpi.id, "2026-04", 90.0)
|
||||
_value(db, kpi.id, "2026-05", 95.0)
|
||||
_value(db, kpi.id, "2026-06", 100.0)
|
||||
db.commit()
|
||||
assert detect_kpi_improving(db, 1) == []
|
||||
|
||||
def test_budget_headroom(self, db):
|
||||
"""当月预算执行率<70% → 预算余量机会"""
|
||||
kpi = _kpi(db, "OPP_04", target=1000.0)
|
||||
_value(db, kpi.id, "2026-08", 300.0)
|
||||
_budget(db, kpi.id, "2026-08", 1000.0)
|
||||
db.commit()
|
||||
out = detect_budget_headroom(db, 1)
|
||||
assert len(out) == 1
|
||||
assert out[0]["type"] == "budget_headroom"
|
||||
|
||||
def test_budget_headroom_negative_skip(self, db):
|
||||
"""实际值为负（现金流异常）不误判为余量"""
|
||||
kpi = _kpi(db, "OPP_05", target=1000.0)
|
||||
_value(db, kpi.id, "2026-08", -500.0)
|
||||
_budget(db, kpi.id, "2026-08", 1000.0)
|
||||
db.commit()
|
||||
assert detect_budget_headroom(db, 1) == []
|
||||
|
||||
def test_budget_headroom_dedup(self, db):
|
||||
"""同KPI同期间多版本预算只取一条"""
|
||||
kpi = _kpi(db, "OPP_06", target=1000.0)
|
||||
_value(db, kpi.id, "2026-08", 300.0)
|
||||
_budget(db, kpi.id, "2026-08", 1000.0)
|
||||
b2 = _budget(db, kpi.id, "2026-08", 2000.0)
|
||||
b2.version = "v2.0"
|
||||
db.commit()
|
||||
assert len(detect_budget_headroom(db, 1)) == 1
|
||||
|
||||
def test_rolling_up(self, db):
|
||||
"""预测值上升 → 滚动机会"""
|
||||
kpi = _kpi(db, "OPP_07", target=100.0)
|
||||
now = datetime.now()
|
||||
db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
|
||||
period="2026-07", forecast_value=100.0, model="linear",
|
||||
created_at=now))
|
||||
db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
|
||||
period="2026-08", forecast_value=130.0, model="linear",
|
||||
created_at=now))
|
||||
db.commit()
|
||||
out = detect_rolling_up(db, 1)
|
||||
assert len(out) == 1
|
||||
assert out[0]["type"] == "rolling_up"
|
||||
|
||||
def test_rolling_down_skip(self, db):
|
||||
"""预测下降不判定为机会"""
|
||||
kpi = _kpi(db, "OPP_08", target=100.0)
|
||||
now = datetime.now()
|
||||
db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
|
||||
period="2026-07", forecast_value=130.0, model="linear",
|
||||
created_at=now))
|
||||
db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
|
||||
period="2026-08", forecast_value=100.0, model="linear",
|
||||
created_at=now))
|
||||
db.commit()
|
||||
assert detect_rolling_up(db, 1) == []
|
||||
|
||||
def test_flatten(self):
|
||||
d = {"kpi_improving": [1], "budget_headroom": [2, 3], "rolling_up": []}
|
||||
assert flatten(d) == [1, 2, 3]
|
||||
|
||||
|
||||
class TestClosedLoopR5:
|
||||
def test_overrun_missing_both(self, db):
|
||||
"""超预算且缺现金流/行动 → 提示同步"""
|
||||
kpi = _kpi(db, "CL_01", target=100.0)
|
||||
_value(db, kpi.id, "2026-08", 200.0)
|
||||
_budget(db, kpi.id, "2026-08", 100.0)
|
||||
db.commit()
|
||||
r = check_entity(db, 1, "2026-08")
|
||||
assert len(r["issues"]) == 1
|
||||
it = r["issues"][0]
|
||||
assert it["abnormal_type"] == "超预算"
|
||||
assert "现金流" in it["missing"]
|
||||
assert "行动方案" in it["missing"]
|
||||
|
||||
def test_overrun_has_cash_and_action(self, db):
|
||||
"""超预算但有现金流+行动 → 三闭环同步"""
|
||||
kpi = _kpi(db, "CL_02", target=100.0)
|
||||
_value(db, kpi.id, "2026-08", 200.0)
|
||||
b = _budget(db, kpi.id, "2026-08", 100.0)
|
||||
db.add(CashPlan(entity_id=1, plan_type="receive", related_kpi_id=kpi.id, budget_plan_id=b.id,
|
||||
amount=200.0, plan_date=datetime(2026, 8, 15), status="pending"))
|
||||
db.add(ActionPlan(kpi_id=kpi.id, title="改善计划", status="in_progress"))
|
||||
db.commit()
|
||||
r = check_entity(db, 1, "2026-08")
|
||||
assert len(r["issues"]) == 1
|
||||
assert r["issues"][0]["missing"] == []
|
||||
|
||||
def test_normal_no_issue(self, db):
|
||||
"""执行率正常 → 无异常"""
|
||||
kpi = _kpi(db, "CL_03", target=100.0)
|
||||
_value(db, kpi.id, "2026-08", 100.0)
|
||||
_budget(db, kpi.id, "2026-08", 100.0)
|
||||
db.commit()
|
||||
r = check_entity(db, 1, "2026-08")
|
||||
assert r["issues"] == []
|
||||
|
||||
def test_low_execution(self, db):
|
||||
"""低执行率 → 异常（warning）"""
|
||||
kpi = _kpi(db, "CL_04", target=100.0)
|
||||
_value(db, kpi.id, "2026-08", 50.0)
|
||||
_budget(db, kpi.id, "2026-08", 100.0)
|
||||
db.commit()
|
||||
r = check_entity(db, 1, "2026-08")
|
||||
assert len(r["issues"]) == 1
|
||||
assert r["issues"][0]["abnormal_type"] == "低执行"
|
||||
assert r["issues"][0]["level"] == "warning"
|
||||
|
||||
def test_build_report(self):
|
||||
result = {"entity_id": 1, "period": "2026-08", "issues": [
|
||||
{"kpi_id": 1, "kpi_name": "营收", "period": "2026-08", "budget_value": 100.0,
|
||||
"actual_value": 200.0, "exec_ratio": 200.0, "abnormal_type": "超预算",
|
||||
"level": "critical", "cash_plan_count": 0, "action_plan_count": 0,
|
||||
"missing": ["现金流", "行动方案"], "suggestion": "请同步现金流、行动方案"}
|
||||
]}
|
||||
report = build_report([result], "2026-08-30 12:00:00")
|
||||
assert "闭环自检" in report
|
||||
assert "营收" in report
|
||||
assert "共发现异常 1 项" in report
|
||||
Reference in New Issue
Block a user