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
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"""预算↔现金流↔行动 三闭环异常自检 — 路线图R5 (2026-08-30)
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预算闭环加固：预算执行率异常（<70% 或 >110%）的KPI，
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检查是否同步了 现金流计划(CashPlan) 和 行动方案(ActionPlan)，
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缺失则输出提示（防止"预算改了，现金流/行动没跟上"）。
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输出：控制台 + reports/closed_loop_check_YYYYMMDD.md
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用法: /root/cma-management/backend/venv/bin/python3 scripts/closed_loop_check.py [--period 2026-08] [--push]
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"""
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import sys
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import os
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import json
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import argparse
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from datetime import datetime
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sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
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from app.database import get_session_local
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from app.models import KPIDefinition, KPIValue, BudgetPlan, CashPlan, ActionPlan
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LOW_RATIO = 0.7
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HIGH_RATIO = 1.1
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REPORTS_DIR = os.path.join(os.path.dirname(os.path.dirname(os.path.abspath(__file__))), "reports")
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def check_entity(db, entity_id: int, period: str) -> dict:
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"""检测一个账套的闭环状态"""
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issues = []
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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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BudgetPlan.budget_value > 0,
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).all()
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seen = set()
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for b in rows:
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key = (b.kpi_id, b.period)
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if key in seen:
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continue
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seen.add(key)
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k = db.query(KPIDefinition).filter(KPIDefinition.id == b.kpi_id).first()
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kpi_name = k.kpi_name if k else f"KPI#{b.kpi_id}"
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actual = db.query(KPIValue).filter(
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KPIValue.kpi_id == b.kpi_id,
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KPIValue.period == b.period,
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KPIValue.actual_value.isnot(None),
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).order_by(KPIValue.calculated_at.desc()).first()
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actual_val = actual.actual_value if actual else None
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if actual_val is None:
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continue
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ratio = actual_val / b.budget_value
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abnormal = ratio < LOW_RATIO or ratio > HIGH_RATIO
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if not abnormal:
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continue
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# 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）
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period_start = datetime.strptime(period + "-01", "%Y-%m-%d")
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if period.endswith("-12"):
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period_end = datetime(period_start.year + 1, 1, 1)
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else:
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period_end = datetime(period_start.year, period_start.month + 1, 1)
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cash_plans = db.query(CashPlan).filter(
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CashPlan.entity_id == entity_id,
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CashPlan.status.in_(["pending", "completed"]),
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CashPlan.plan_date >= period_start,
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CashPlan.plan_date < period_end,
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).filter(
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(CashPlan.related_kpi_id == b.kpi_id) | (CashPlan.budget_plan_id == b.id)
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).count()
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# 兜底：无关联但期间内有任意现金流计划也算基本闭环
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any_cash = db.query(CashPlan).filter(
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CashPlan.entity_id == entity_id,
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CashPlan.status.in_(["pending", "completed"]),
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CashPlan.plan_date >= period_start,
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CashPlan.plan_date < period_end,
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).count()
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# 行动检查：该KPI是否有非完成的行动方案
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actions = db.query(ActionPlan).filter(
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ActionPlan.kpi_id == b.kpi_id,
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ActionPlan.status.in_(["pending", "in_progress"]),
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).count()
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missing = []
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if cash_plans == 0:
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if any_cash > 0:
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missing.append("现金流(本期间有其他计划但未关联本KPI)")
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else:
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missing.append("现金流")
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if actions == 0:
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missing.append("行动方案")
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level = "critical" if ratio > HIGH_RATIO else "warning"
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issues.append({
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"kpi_id": b.kpi_id,
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"kpi_name": kpi_name,
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"period": period,
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"budget_value": b.budget_value,
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"actual_value": actual_val,
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"exec_ratio": round(ratio * 100, 1),
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"abnormal_type": "超预算" if ratio > HIGH_RATIO else "低执行",
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"level": level,
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"cash_plan_count": cash_plans,
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"action_plan_count": actions,
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"missing": missing,
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"suggestion": (
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f"预算执行率{ratio*100:.0f}%异常，请同步"
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+ ("现金流计划" if "现金流" in missing else "现金流情况核对")
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+ ("、行动方案" if "行动方案" in missing else "")
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+ f"（{kpi_name} {period}）"
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),
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})
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return {"entity_id": entity_id, "period": period, "issues": issues}
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def build_report(results: list, checked_at: str) -> str:
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lines = [f"# 预算↔现金流↔行动 闭环自检报告", f"**检查时间**: {checked_at}", ""]
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total_issues = 0
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for r in results:
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lines.append(f"## 账套 #{r['entity_id']} · 期间 {r['period']}")
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if not r["issues"]:
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lines.append("- ✅ 无预算执行率异常")
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for it in r["issues"]:
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total_issues += 1
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icon = "🔴" if it["level"] == "critical" else "🟡"
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lines.append(f"- {icon} {it['kpi_name']}（{it['period']}）")
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lines.append(f" 预算 {it['budget_value']:g} / 实际 {it['actual_value']:g} = 执行率 {it['exec_ratio']}%（{it['abnormal_type']}）")
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lines.append(f" 现金流计划: {it['cash_plan_count']} 条 | 行动方案: {it['action_plan_count']} 条")
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if it["missing"]:
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lines.append(f" ⚠️ 缺失: {'、'.join(it['missing'])}")
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lines.append(f" 💡 {it['suggestion']}")
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else:
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lines.append(f" ✅ 三闭环已同步")
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lines.append("")
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lines.append(f"---")
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lines.append(f"共发现异常 {total_issues} 项")
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return "\n".join(lines)
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def main():
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parser = argparse.ArgumentParser()
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parser.add_argument("--period", default=datetime.now().strftime("%Y-%m"))
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parser.add_argument("--entity-id", type=int, default=1)
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parser.add_argument("--push", action="store_true", help="异常时推送企微(8800/send)")
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args = parser.parse_args()
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os.makedirs(REPORTS_DIR, exist_ok=True)
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checked_at = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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db = get_session_local()()
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try:
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result = check_entity(db, args.entity_id, args.period)
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report = build_report([result], checked_at)
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print(report)
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# 写报告文件
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fname = f"closed_loop_check_{datetime.now().strftime('%Y%m%d')}.md"
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fpath = os.path.join(REPORTS_DIR, fname)
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with open(fpath, "w", encoding="utf-8") as f:
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f.write(report)
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print(f"\n📄 报告已写入: {fpath}")
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# 异常推送
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if args.push and result["issues"]:
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try:
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import urllib.request
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import urllib.parse
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content = f"## 🔄 预算闭环自检({args.period})\n"
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for it in result["issues"][:10]:
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content += f"- {it['kpi_name']} 执行率{it['exec_ratio']}% 缺{'/'.join(it['missing']) or '无'}\n"
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content += f"\n共{len(result['issues'])}项异常，详见系统报告"
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data = urllib.parse.urlencode({"msg": content, "source": "管理会计OS"}).encode("utf-8")
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req = urllib.request.Request("http://127.0.0.1:8800/send", data=data)
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with urllib.request.urlopen(req, timeout=15) as resp:
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print("推送:", resp.read().decode()[:200])
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except Exception as e:
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print(f"推送失败: {e}")
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finally:
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db.close()
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if __name__ == "__main__":
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main()
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