本体三支柱: 科目↔KPI↔OKR三层互联 + 追溯链API + OKR详情页签
- 新表 kpi_subject_map(89映射/24KPI) / objective_kpi(3O×5KPI) / krs(3O×3KR) - GET /api/cma/ontology/trace?objective_id=N O→KPI→科目逐层追溯 - GET /api/cma/ontology/objectives 三层链路概览 - OkrDetail.vue 新增本体追溯链页签(KR目标/当前值 + KPI→科目标签流) - 含并发已上线未提交的KPI多粒度列(target_monthly/quarterly/yearly) - 回归: pytest 409 passed
This commit is contained in:
Hermes CI Fix
@@ -0,0 +1,157 @@
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"""
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CMA本体三支柱追溯链 API — 科目 ↔ KPI ↔ OKR的O 三层互联 (2026-08-19)
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追溯链: 目标(O) → 指标(KPI) → 科目(数据)
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objective_kpi 表: O 由哪些 KPI 度量
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kpi_subject_map 表: KPI 由哪些科目计算
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krs 表: O 的关键结果 KR (OKR完整化)
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"""
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from fastapi import APIRouter, Depends, HTTPException, Query
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from sqlalchemy.orm import Session
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from typing import Optional
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from app.database import get_db
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from app.auth_middleware import require_role
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from app.models import Objective, KPIDefinition, ObjectiveKPI, KPISubjectMap, KR, Subject
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router = APIRouter(prefix="/api/cma/ontology", tags=["本体三支柱"],
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dependencies=[Depends(require_role("ceo", "finance", "it", "business"))],
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)
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def _num(v):
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"""Decimal → float 便于 JSON 序列化"""
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return float(v) if v is not None else None
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@router.get("/trace")
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def trace_ontology(
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objective_id: int = Query(..., description="OKR目标ID, 从O→KPI→科目逐层追溯"),
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db: Session = Depends(get_db),
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):
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"""本体追溯链: O(目标) → KPI(指标) → 科目(数据)"""
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obj = db.query(Objective).filter(Objective.id == objective_id).first()
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if not obj:
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raise HTTPException(404, "目标不存在")
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# 第2层: O 支撑的 KPI (objective_kpi)
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links = (
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db.query(ObjectiveKPI, KPIDefinition)
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.join(KPIDefinition, KPIDefinition.id == ObjectiveKPI.kpi_id)
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.filter(ObjectiveKPI.objective_id == objective_id)
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.order_by(ObjectiveKPI.id)
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.all()
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)
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# 第3层: 每个 KPI 依赖的科目 (kpi_subject_map)
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subject_by_code = {
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s.subject_code: s.subject_name
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for s in db.query(Subject).filter(Subject.is_active == 1).all()
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}
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kpi_layer = []
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for link, kpi in links:
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maps = (
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db.query(KPISubjectMap)
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.filter(KPISubjectMap.kpi_id == kpi.id)
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.order_by(KPISubjectMap.id)
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.all()
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)
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subjects = [
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{
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"subject_code": m.subject_code,
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"subject_name": subject_by_code.get(m.subject_code, ""),
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"calc_type": m.calc_type,
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"weight": _num(m.weight),
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"remark": m.remark,
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}
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for m in maps
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]
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kpi_layer.append({
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"kpi_id": kpi.id,
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"kpi_code": kpi.kpi_code,
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"kpi_name": kpi.kpi_name,
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"dimension": kpi.dimension,
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"unit": kpi.unit,
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"weight": _num(link.weight),
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"formula": kpi.formula,
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"subjects": subjects,
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})
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# KR 层 (OKR完整化: O→KR)
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krs = db.query(KR).filter(KR.objective_id == objective_id).order_by(KR.id).all()
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kr_list = []
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for kr in krs:
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mkpi = db.query(KPIDefinition).filter(KPIDefinition.id == kr.metric_kpi_id).first() if kr.metric_kpi_id else None
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kr_list.append({
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"id": kr.id,
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"title": kr.title,
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"metric_kpi_id": kr.metric_kpi_id,
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"metric_kpi_code": mkpi.kpi_code if mkpi else None,
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"metric_kpi_name": mkpi.kpi_name if mkpi else None,
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"target_value": _num(kr.target_value),
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"current_value": _num(kr.current_value),
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"progress": kr.progress,
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"status": kr.status,
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"due_date": kr.due_date.isoformat() if kr.due_date else None,
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})
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subject_total = sum(len(k["subjects"]) for k in kpi_layer)
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return {
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"objective": {
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"id": obj.id,
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"title": obj.title,
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"description": obj.description,
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"dimension": obj.dimension,
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"quarter": obj.quarter,
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"owner": obj.owner,
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"status": obj.status,
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"progress": obj.progress,
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},
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"krs": kr_list,
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"kpis": kpi_layer,
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"chain": {
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"objective_id": obj.id,
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"objective_title": obj.title,
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"kpi_count": len(kpi_layer),
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"subject_count": subject_total,
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"path": "O(目标) → KPI(指标) → 科目(数据)",
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},
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}
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@router.get("/objectives")
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def list_ontology_objectives(
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quarter: Optional[str] = Query(None, description="筛选季度: 2026Q3"),
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db: Session = Depends(get_db),
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):
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"""所有OKR目标的三层链路概览(前端OKR页用)"""
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q = db.query(Objective)
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if quarter:
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q = q.filter(Objective.quarter == quarter)
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objs = q.order_by(Objective.quarter.desc(), Objective.id).all()
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results = []
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for o in objs:
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kpi_links = (
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db.query(ObjectiveKPI, KPIDefinition)
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.join(KPIDefinition, KPIDefinition.id == ObjectiveKPI.kpi_id)
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.filter(ObjectiveKPI.objective_id == o.id)
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.all()
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)
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krs = db.query(KR).filter(KR.objective_id == o.id).all()
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results.append({
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"id": o.id,
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"title": o.title,
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"dimension": o.dimension,
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"quarter": o.quarter,
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"owner": o.owner,
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"status": o.status,
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"progress": o.progress,
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"kpi_count": len(kpi_links),
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"kr_count": len(krs),
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"kpis": [{"kpi_id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
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"weight": _num(l.weight)} for l, k in kpi_links],
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"krs": [{"id": kr.id, "title": kr.title, "progress": kr.progress,
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"status": kr.status,
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"due_date": kr.due_date.isoformat() if kr.due_date else None}
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for kr in krs],
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})
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return {"total": len(results), "items": results}
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+2
-1
@@ -5,7 +5,7 @@ from fastapi.middleware.cors import CORSMiddleware
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from fastapi.responses import JSONResponse
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from dotenv import load_dotenv
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from app.database import init_db
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from app.api import auth, kpis, 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, bot_iron_law, analysis_results, expenses, cash, tax_compliance, verify, growth_quality
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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
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from app.utils.cache import clear_all as clear_cache, delete as delete_cache
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from scripts.erp_sync import run_sync as run_erp_sync
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from app.auth_middleware import require_auth
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@@ -74,6 +74,7 @@ app.include_router(okr_templates.router)
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app.include_router(subjects.router)
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app.include_router(driver_budget.router)
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app.include_router(bot_kpis.router)
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app.include_router(ontology.router)
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app.include_router(bot_iron_law.router)
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app.include_router(analysis_results.router)
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app.include_router(expenses.router)
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@@ -1,5 +1,5 @@
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"""管理会计OS 数据模型"""
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from sqlalchemy import Column, Integer, String, Text, Float, DateTime, ForeignKey, Boolean, JSON, func, UniqueConstraint
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from sqlalchemy import Column, Integer, String, Text, Float, DateTime, ForeignKey, Boolean, JSON, func, UniqueConstraint, Numeric, Date
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from app.database import Base
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from app.models.budget_plan import BudgetPlan
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@@ -75,7 +75,10 @@ class KPIDefinition(Base):
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data_owner = Column(String(100), default="待指定", comment="数据责任人")
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frequency = Column(String(20), default="monthly", comment="daily/weekly/monthly/quarterly/yearly")
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unit = Column(String(50), default="%", comment="单位")
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target_value = Column(Float, nullable=True, comment="目标值")
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target_value = Column(Float, nullable=True, comment="目标值(兼容旧字段)")
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target_monthly = Column(Float, nullable=True, comment="月度目标值")
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target_quarterly = Column(Float, nullable=True, comment="季度目标值")
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target_yearly = Column(Float, nullable=True, comment="年度目标值")
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threshold_green = Column(String(100), nullable=True, comment="绿灯阈值")
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threshold_yellow = Column(String(100), nullable=True, comment="黄灯阈值")
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threshold_red = Column(String(100), nullable=True, comment="红灯阈值")
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@@ -675,3 +678,45 @@ class SocialSecurity(Base):
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remark = Column(String(500), nullable=True, comment="备注")
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created_at = Column(DateTime, server_default=func.now())
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updated_at = Column(DateTime, server_default=func.now(), onupdate=func.now())
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# ============================================================
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# 本体三支柱: 科目↔KPI↔OKR 三层互联 (2026-08-19)
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# 追溯链: 目标(O) → 指标(KPI) → 科目(数据)
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# ============================================================
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class KPISubjectMap(Base):
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"""科目↔KPI映射 — 指标计算依赖的底层会计科目"""
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__tablename__ = "kpi_subject_map"
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id = Column(Integer, primary_key=True, index=True)
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kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=False, comment="KPI ID")
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subject_code = Column(String(20), nullable=False, comment="科目编码")
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calc_type = Column(String(20), default="sum", comment="sum/avg/ratio/other")
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weight = Column(Numeric(5, 2), default=1.00, comment="权重(负=扣减项)")
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remark = Column(String(200), nullable=True, comment="备注")
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__table_args__ = (UniqueConstraint("kpi_id", "subject_code", name="uk_kpi_subject"),)
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class ObjectiveKPI(Base):
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"""KPI↔O支撑 — 目标由哪些KPI度量"""
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__tablename__ = "objective_kpi"
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id = Column(Integer, primary_key=True, index=True)
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objective_id = Column(Integer, ForeignKey("objectives.id"), nullable=False, comment="OKR目标ID")
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kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=False, comment="KPI ID")
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weight = Column(Numeric(5, 2), default=1.00, comment="支撑权重")
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__table_args__ = (UniqueConstraint("objective_id", "kpi_id", name="uk_obj_kpi"),)
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class KR(Base):
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"""关键结果KR — OKR完整化 (O→KR→KPI)"""
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__tablename__ = "krs"
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id = Column(Integer, primary_key=True, index=True)
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objective_id = Column(Integer, ForeignKey("objectives.id"), nullable=False, comment="OKR目标ID")
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title = Column(String(200), nullable=False, comment="KR标题")
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metric_kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=True, comment="度量KPI ID")
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target_value = Column(Numeric(15, 2), nullable=True, comment="目标值")
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current_value = Column(Numeric(15, 2), nullable=True, comment="当前值")
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progress = Column(Integer, default=0, comment="完成进度 0-100")
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status = Column(String(20), default="pending", comment="pending/in_progress/completed/cancelled")
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due_date = Column(Date, nullable=True, comment="截止日期")
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created_at = Column(DateTime, server_default=func.now())
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@@ -0,0 +1,181 @@
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-- CMA本体三支柱: 科目↔KPI↔OKR 三层互联 DDL (2026-08-19)
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USE cma;
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CREATE TABLE IF NOT EXISTS kpi_subject_map (
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id INT AUTO_INCREMENT PRIMARY KEY,
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kpi_id INT NOT NULL,
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subject_code VARCHAR(20) NOT NULL,
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calc_type VARCHAR(20) DEFAULT 'sum', -- sum/avg/ratio/other
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weight DECIMAL(5,2) DEFAULT 1.00, -- 权重(负=扣减项)
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remark VARCHAR(200),
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UNIQUE KEY uk_kpi_subject (kpi_id, subject_code)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='科目↔KPI映射(指标计算依赖的底层科目)';
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CREATE TABLE IF NOT EXISTS objective_kpi (
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id INT AUTO_INCREMENT PRIMARY KEY,
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objective_id INT NOT NULL,
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kpi_id INT NOT NULL,
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weight DECIMAL(5,2) DEFAULT 1.00,
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UNIQUE KEY uk_obj_kpi (objective_id, kpi_id)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='KPI↔O支撑(目标由哪些KPI度量)';
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CREATE TABLE IF NOT EXISTS krs (
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id INT AUTO_INCREMENT PRIMARY KEY,
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objective_id INT NOT NULL,
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title VARCHAR(200) NOT NULL,
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metric_kpi_id INT, -- 关联的度量KPI
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target_value DECIMAL(15,2),
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current_value DECIMAL(15,2),
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progress INT DEFAULT 0, -- 0-100
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status VARCHAR(20) DEFAULT 'pending',
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due_date DATE,
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='关键结果KR(OKR完整化)';
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-- kpi_subject_map 种子数据: 核心财务KPI → 会计科目映射 (2026-08-19)
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-- weight: 1.00=加项 -1.00=减项; calc_type: sum=加总 ratio=比率
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USE cma;
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INSERT INTO kpi_subject_map (kpi_id, subject_code, calc_type, weight, remark) VALUES
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-- F_REVENUE 营收 = 主营业务收入 + 利息收入 + 其他业务收入 + 投资收益
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(1, '6001', 'sum', 1.00, '主营业务收入'),
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(1, '6011', 'sum', 0.02, '利息收入(银行存款)'),
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(1, '6051', 'sum', 0.05, '其他业务收入'),
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(1, '6111', 'sum', 0.03, '投资收益'),
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-- F_GROSS_MARGIN 毛利率 = (收入-成本)/收入
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(2, '6001', 'ratio', 1.00, '毛利率分子-收入'),
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(2, '6401', 'ratio', -1.00, '毛利率分子-主营业务成本'),
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(2, '6402', 'ratio', -1.00, '毛利率分子-其他业务成本'),
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-- F_NET_PROFIT 净利润 = 收入 - 成本 - 费用
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(3, '6001', 'sum', 1.00, '净利润-主营业务收入'),
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(3, '6051', 'sum', 0.05, '净利润-其他业务收入'),
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(3, '6011', 'sum', 0.02, '净利润-利息收入'),
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(3, '6111', 'sum', 0.03, '净利润-投资收益'),
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(3, '6401', 'sum', -1.00, '净利润-主营业务成本'),
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(3, '6402', 'sum', -1.00, '净利润-其他业务成本'),
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(3, '6601', 'sum', -1.00, '净利润-销售费用'),
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(3, '6602', 'sum', -1.00, '净利润-管理费用'),
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(3, '660204','sum', -0.30, '净利润-研发费用'),
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(3, '6603', 'sum', -1.00, '净利润-财务费用'),
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(3, '6701', 'sum', -1.00, '净利润-资产减值损失'),
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(3, '6801', 'sum', -1.00, '净利润-所得税费用'),
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-- F_OP_CFLOW 经营性现金流 = 现金类科目净变动
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(4, '1001', 'sum', 1.00, '经营性现金流-库存现金'),
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(4, '1002', 'sum', 1.00, '经营性现金流-银行存款'),
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(4, '1122', 'sum', 1.00, '经营性现金流-应收账款收回'),
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(4, '2202', 'sum', 1.00, '经营性现金流-应付账款支付'),
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-- F_COST_RATIO 费用率 = 期间费用/收入
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(5, '6601', 'ratio', 1.00, '费用率-销售费用'),
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(5, '6602', 'ratio', 1.00, '费用率-管理费用'),
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(5, '6603', 'ratio', 1.00, '费用率-财务费用'),
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(5, '6001', 'ratio', -1.00, '费用率分母-收入'),
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-- F_AR_DAYS 应收账款周转天数 = 应收/收入*360
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(6, '1122', 'ratio', 1.00, '应收周转-应收账款'),
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(6, '6001', 'ratio', -1.00, '应收周转分母-主营业务收入'),
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-- F_ASSET_TURNOVER 总资产周转率 = 收入/总资产
|
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(13, '6001', 'ratio', 1.00, '资产周转分子-收入'),
|
||||
(13, '1001', 'ratio', -1.00, '资产周转分母-库存现金'),
|
||||
(13, '1002', 'ratio', -1.00, '资产周转分母-银行存款'),
|
||||
(13, '1122', 'ratio', -1.00, '资产周转分母-应收账款'),
|
||||
(13, '1405', 'ratio', -1.00, '资产周转分母-库存商品'),
|
||||
(13, '1601', 'ratio', -1.00, '资产周转分母-固定资产'),
|
||||
-- F_REVENUE_GROWTH 收入增长率 = 本期收入/上期收入-1
|
||||
(14, '6001', 'ratio', 1.00, '收入增长-主营业务收入'),
|
||||
-- F_CURRENT_RATIO 流动比率 = 流动资产/流动负债
|
||||
(17, '1001', 'ratio', 1.00, '流动比率-库存现金'),
|
||||
(17, '1002', 'ratio', 1.00, '流动比率-银行存款'),
|
||||
(17, '1122', 'ratio', 1.00, '流动比率-应收账款'),
|
||||
(17, '1405', 'ratio', 1.00, '流动比率-库存商品'),
|
||||
(17, '2001', 'ratio', -1.00, '流动比率-短期借款'),
|
||||
(17, '2202', 'ratio', -1.00, '流动比率-应付账款'),
|
||||
(17, '2203', 'ratio', -1.00, '流动比率-预收账款'),
|
||||
(17, '2211', 'ratio', -1.00, '流动比率-应付职工薪酬'),
|
||||
-- F_QUICK_RATIO 速动比率 = (流动资产-存货)/流动负债
|
||||
(18, '1001', 'ratio', 1.00, '速动比率-库存现金'),
|
||||
(18, '1002', 'ratio', 1.00, '速动比率-银行存款'),
|
||||
(18, '1122', 'ratio', 1.00, '速动比率-应收账款'),
|
||||
(18, '1405', 'ratio', -1.00, '速动比率-存货扣减'),
|
||||
(18, '2202', 'ratio', -1.00, '速动比率-应付账款'),
|
||||
(18, '2203', 'ratio', -1.00, '速动比率-预收账款'),
|
||||
(18, '2211', 'ratio', -1.00, '速动比率-应付职工薪酬'),
|
||||
-- F_INV_DAYS 存货周转天数 = 存货/成本*360
|
||||
(19, '1405', 'ratio', 1.00, '存货周转-库存商品'),
|
||||
(19, '6401', 'ratio', -1.00, '存货周转分母-主营业务成本'),
|
||||
-- F_ROI 总资产报酬率 = 利润/资产
|
||||
(20, '4103', 'ratio', 1.00, 'ROI分子-本年利润'),
|
||||
(20, '4001', 'ratio', -1.00, 'ROI分母-实收资本'),
|
||||
(20, '4002', 'ratio', -1.00, 'ROI分母-资本公积'),
|
||||
-- F_DEBT_RATIO 资产负债率 = 负债/资产
|
||||
(30, '2001', 'ratio', 1.00, '负债率-短期借款'),
|
||||
(30, '2202', 'ratio', 1.00, '负债率-应付账款'),
|
||||
(30, '2203', 'ratio', 1.00, '负债率-预收账款'),
|
||||
(30, '2211', 'ratio', 1.00, '负债率-应付职工薪酬'),
|
||||
(30, '2221', 'ratio', 1.00, '负债率-应交税费'),
|
||||
(30, '2241', 'ratio', 1.00, '负债率-其他应付款'),
|
||||
(30, '2501', 'ratio', 1.00, '负债率-长期借款'),
|
||||
(30, '2502', 'ratio', 1.00, '负债率-应付债券'),
|
||||
(30, '4001', 'ratio', -1.00, '负债率分母-实收资本'),
|
||||
(30, '4002', 'ratio', -1.00, '负债率分母-资本公积'),
|
||||
-- F_INTEREST_COVER 利息保障倍数 = 利润/利息支出
|
||||
(31, '4103', 'ratio', 1.00, '利息保障分子-本年利润'),
|
||||
(31, '660301','ratio', -1.00, '利息保障分母-利息支出(借款)'),
|
||||
-- F_EVA 经济增加值 = 利润 - 资本成本
|
||||
(32, '4103', 'sum', 1.00, 'EVA-本年利润'),
|
||||
(32, '4001', 'sum', -0.06, 'EVA-资本成本(实收资本×6%)'),
|
||||
-- F_FCF 自由现金流
|
||||
(45, '1002', 'sum', 1.00, 'FCF-银行存款'),
|
||||
(45, '2202', 'sum', 1.00, 'FCF-应付账款'),
|
||||
-- F_OP_PROFIT_MARGIN 经营利润率 = (收入-成本-期间费用)/收入
|
||||
(183, '6001', 'ratio', 1.00, '经营利润率-收入'),
|
||||
(183, '6401', 'ratio', -1.00, '经营利润率-主营业务成本'),
|
||||
(183, '6601', 'ratio', -1.00, '经营利润率-销售费用'),
|
||||
(183, '6602', 'ratio', -1.00, '经营利润率-管理费用'),
|
||||
(183, '6603', 'ratio', -1.00, '经营利润率-财务费用'),
|
||||
-- F_ROE 净资产收益率 = 净利润/净资产
|
||||
(44, '4103', 'ratio', 1.00, 'ROE分子-本年利润'),
|
||||
(44, '4001', 'ratio', -1.00, 'ROE分母-实收资本'),
|
||||
(44, '4002', 'ratio', -1.00, 'ROE分母-资本公积'),
|
||||
-- P_COST_CUT 招待费砍半
|
||||
(54, '6601', 'sum', 1.00, '招待费-销售费用(业务招待子目)'),
|
||||
-- P_CHANNEL_NEG 渠补谈判完成率(以渠道收入为基数)
|
||||
(48, '6001', 'ratio', 1.00, '渠补谈判-主营业务收入'),
|
||||
(48, '6051', 'ratio', 1.00, '渠补谈判-其他业务收入'),
|
||||
-- C_MARKET_SHARE 市场份额(以收入为口径)
|
||||
(33, '6001', 'ratio', 1.00, '市场份额-主营业务收入');
|
||||
-- objective_kpi + krs 种子数据 (2026-08-19)
|
||||
USE cma;
|
||||
|
||||
-- ① KPI↔O支撑: 现有3个O各关联5个KPI
|
||||
INSERT INTO objective_kpi (objective_id, kpi_id, weight) VALUES
|
||||
-- O11 优化成本结构——渠补谈判+管理费压缩
|
||||
(11, 5, 1.00), -- F_COST_RATIO 费用率
|
||||
(11, 54, 1.00), -- P_COST_CUT 招待费砍半
|
||||
(11, 183, 1.00), -- F_OP_PROFIT_MARGIN 经营利润率
|
||||
(11, 3, 1.00), -- F_NET_PROFIT 净利润
|
||||
(11, 48, 1.00), -- P_CHANNEL_NEG 渠补谈判完成率
|
||||
-- O12 保障现金流安全——应收催收+厂补确认
|
||||
(12, 4, 1.00), -- F_OP_CFLOW 经营性现金流
|
||||
(12, 6, 1.00), -- F_AR_DAYS 应收账款周转天数
|
||||
(12, 45, 1.00), -- F_FCF 自由现金流
|
||||
(12, 408, 1.00), -- F_FACTORY_REBATE_RATE 上游厂补率
|
||||
(12, 17, 1.00), -- F_CURRENT_RATIO 流动比率
|
||||
-- O13 渠道关系改善——用数据谈判渠补
|
||||
(13, 46, 1.00), -- C_REBATE_RATE 渠补率
|
||||
(13, 48, 1.00), -- P_CHANNEL_NEG 渠补谈判完成率
|
||||
(13, 407, 1.00), -- F_REBATE_RATE 返利率
|
||||
(13, 7, 1.00), -- C_SATISFACTION 客户满意度
|
||||
(13, 24, 1.00); -- C_RETENTION_RATE 客户保留率
|
||||
|
||||
-- ② krs: 现有3个O各配3个KR
|
||||
INSERT INTO krs (objective_id, title, metric_kpi_id, target_value, current_value, progress, status, due_date) VALUES
|
||||
-- O11 优化成本结构
|
||||
(11, '完成渠补谈判，渠道B渠补率降至72%', 48, 100.00, 40.00, 40, 'in_progress', '2026-09-30'),
|
||||
(11, '管理费用率压缩至15%以内', 5, 15.00, 18.00, 60, 'in_progress', '2026-09-30'),
|
||||
(11, '经营利润率提升至8%', 183, 8.00, 5.20, 40, 'in_progress', '2026-09-30'),
|
||||
-- O12 保障现金流安全
|
||||
(12, '应收账款周转天数降至45天', 6, 45.00, 62.00, 30, 'in_progress', '2026-09-30'),
|
||||
(12, '经营性现金流季度回正至100万元', 4, 100.00, 40.00, 35, 'in_progress', '2026-09-30'),
|
||||
(12, '上游厂补率确认至90%', 408, 90.00, 60.00, 40, 'in_progress', '2026-09-30'),
|
||||
-- O13 渠道关系改善
|
||||
(13, '渠道渠补率降至70%以下', 46, 70.00, 78.00, 50, 'in_progress', '2026-09-30'),
|
||||
(13, '完成10场数据化渠补谈判', 48, 10.00, 2.00, 20, 'in_progress', '2026-09-30'),
|
||||
(13, '客户满意度提升至90分', 7, 90.00, 85.00, 33, 'in_progress', '2026-09-30');
|
||||
Reference in New Issue
Block a user