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
2026-08-19 22:58:10 +08:00
parent 0b305e3ab3
commit bd9c70ea05
7 changed files with 601 additions and 6 deletions
@@ -0,0 +1,157 @@
+"""
+CMA本体三支柱追溯链 API — 科目 ↔ KPI ↔ OKR的O 三层互联 (2026-08-19)
+
+追溯链: 目标(O) → 指标(KPI) → 科目(数据)
+  objective_kpi 表: O 由哪些 KPI 度量
+  kpi_subject_map 表: KPI 由哪些科目计算
+  krs 表: O 的关键结果 KR (OKR完整化)
+"""
+from fastapi import APIRouter, Depends, HTTPException, Query
+from sqlalchemy.orm import Session
+from typing import Optional
+from app.database import get_db
+from app.auth_middleware import require_role
+from app.models import Objective, KPIDefinition, ObjectiveKPI, KPISubjectMap, KR, Subject
+
+router = APIRouter(prefix="/api/cma/ontology", tags=["本体三支柱"],
+    dependencies=[Depends(require_role("ceo", "finance", "it", "business"))],
+)
+
+
+def _num(v):
+    """Decimal → float 便于 JSON 序列化"""
+    return float(v) if v is not None else None
+
+
+@router.get("/trace")
+def trace_ontology(
+    objective_id: int = Query(..., description="OKR目标ID, 从O→KPI→科目逐层追溯"),
+    db: Session = Depends(get_db),
+):
+    """本体追溯链: O(目标) → KPI(指标) → 科目(数据)"""
+    obj = db.query(Objective).filter(Objective.id == objective_id).first()
+    if not obj:
+        raise HTTPException(404, "目标不存在")
+
+    # 第2层: O 支撑的 KPI (objective_kpi)
+    links = (
+        db.query(ObjectiveKPI, KPIDefinition)
+        .join(KPIDefinition, KPIDefinition.id == ObjectiveKPI.kpi_id)
+        .filter(ObjectiveKPI.objective_id == objective_id)
+        .order_by(ObjectiveKPI.id)
+        .all()
+    )
+
+    # 第3层: 每个 KPI 依赖的科目 (kpi_subject_map)
+    subject_by_code = {
+        s.subject_code: s.subject_name
+        for s in db.query(Subject).filter(Subject.is_active == 1).all()
+    }
+    kpi_layer = []
+    for link, kpi in links:
+        maps = (
+            db.query(KPISubjectMap)
+            .filter(KPISubjectMap.kpi_id == kpi.id)
+            .order_by(KPISubjectMap.id)
+            .all()
+        )
+        subjects = [
+            {
+                "subject_code": m.subject_code,
+                "subject_name": subject_by_code.get(m.subject_code, ""),
+                "calc_type": m.calc_type,
+                "weight": _num(m.weight),
+                "remark": m.remark,
+            }
+            for m in maps
+        ]
+        kpi_layer.append({
+            "kpi_id": kpi.id,
+            "kpi_code": kpi.kpi_code,
+            "kpi_name": kpi.kpi_name,
+            "dimension": kpi.dimension,
+            "unit": kpi.unit,
+            "weight": _num(link.weight),
+            "formula": kpi.formula,
+            "subjects": subjects,
+        })
+
+    # KR 层 (OKR完整化: O→KR)
+    krs = db.query(KR).filter(KR.objective_id == objective_id).order_by(KR.id).all()
+    kr_list = []
+    for kr in krs:
+        mkpi = db.query(KPIDefinition).filter(KPIDefinition.id == kr.metric_kpi_id).first() if kr.metric_kpi_id else None
+        kr_list.append({
+            "id": kr.id,
+            "title": kr.title,
+            "metric_kpi_id": kr.metric_kpi_id,
+            "metric_kpi_code": mkpi.kpi_code if mkpi else None,
+            "metric_kpi_name": mkpi.kpi_name if mkpi else None,
+            "target_value": _num(kr.target_value),
+            "current_value": _num(kr.current_value),
+            "progress": kr.progress,
+            "status": kr.status,
+            "due_date": kr.due_date.isoformat() if kr.due_date else None,
+        })
+
+    subject_total = sum(len(k["subjects"]) for k in kpi_layer)
+    return {
+        "objective": {
+            "id": obj.id,
+            "title": obj.title,
+            "description": obj.description,
+            "dimension": obj.dimension,
+            "quarter": obj.quarter,
+            "owner": obj.owner,
+            "status": obj.status,
+            "progress": obj.progress,
+        },
+        "krs": kr_list,
+        "kpis": kpi_layer,
+        "chain": {
+            "objective_id": obj.id,
+            "objective_title": obj.title,
+            "kpi_count": len(kpi_layer),
+            "subject_count": subject_total,
+            "path": "O(目标) → KPI(指标) → 科目(数据)",
+        },
+    }
+
+
+@router.get("/objectives")
+def list_ontology_objectives(
+    quarter: Optional[str] = Query(None, description="筛选季度: 2026Q3"),
+    db: Session = Depends(get_db),
+):
+    """所有OKR目标的三层链路概览(前端OKR页用)"""
+    q = db.query(Objective)
+    if quarter:
+        q = q.filter(Objective.quarter == quarter)
+    objs = q.order_by(Objective.quarter.desc(), Objective.id).all()
+    results = []
+    for o in objs:
+        kpi_links = (
+            db.query(ObjectiveKPI, KPIDefinition)
+            .join(KPIDefinition, KPIDefinition.id == ObjectiveKPI.kpi_id)
+            .filter(ObjectiveKPI.objective_id == o.id)
+            .all()
+        )
+        krs = db.query(KR).filter(KR.objective_id == o.id).all()
+        results.append({
+            "id": o.id,
+            "title": o.title,
+            "dimension": o.dimension,
+            "quarter": o.quarter,
+            "owner": o.owner,
+            "status": o.status,
+            "progress": o.progress,
+            "kpi_count": len(kpi_links),
+            "kr_count": len(krs),
+            "kpis": [{"kpi_id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
+                      "weight": _num(l.weight)} for l, k in kpi_links],
+            "krs": [{"id": kr.id, "title": kr.title, "progress": kr.progress,
+                     "status": kr.status,
+                     "due_date": kr.due_date.isoformat() if kr.due_date else None}
+                    for kr in krs],
+        })
+    return {"total": len(results), "items": results}
@@ -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, bot_iron_law, analysis_results, expenses, cash, tax_compliance, verify, growth_quality
+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
 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
@@ -74,6 +74,7 @@ app.include_router(okr_templates.router)
 app.include_router(subjects.router)
 app.include_router(driver_budget.router)
 app.include_router(bot_kpis.router)
+app.include_router(ontology.router)
 app.include_router(bot_iron_law.router)
 app.include_router(analysis_results.router)
 app.include_router(expenses.router)
@@ -1,5 +1,5 @@
 """管理会计OS 数据模型"""
-from sqlalchemy import Column, Integer, String, Text, Float, DateTime, ForeignKey, Boolean, JSON, func, UniqueConstraint
+from sqlalchemy import Column, Integer, String, Text, Float, DateTime, ForeignKey, Boolean, JSON, func, UniqueConstraint, Numeric, Date
 from app.database import Base

 from app.models.budget_plan import BudgetPlan
@@ -75,7 +75,10 @@ class KPIDefinition(Base):
    data_owner = Column(String(100), default="待指定", comment="数据责任人")
    frequency = Column(String(20), default="monthly", comment="daily/weekly/monthly/quarterly/yearly")
    unit = Column(String(50), default="%", comment="单位")
-    target_value = Column(Float, nullable=True, comment="目标值")
+    target_value = Column(Float, nullable=True, comment="目标值(兼容旧字段)")
+    target_monthly = Column(Float, nullable=True, comment="月度目标值")
+    target_quarterly = Column(Float, nullable=True, comment="季度目标值")
+    target_yearly = Column(Float, nullable=True, comment="年度目标值")
    threshold_green = Column(String(100), nullable=True, comment="绿灯阈值")
    threshold_yellow = Column(String(100), nullable=True, comment="黄灯阈值")
    threshold_red = Column(String(100), nullable=True, comment="红灯阈值")
@@ -675,3 +678,45 @@ class SocialSecurity(Base):
    remark = Column(String(500), nullable=True, comment="备注")
    created_at = Column(DateTime, server_default=func.now())
    updated_at = Column(DateTime, server_default=func.now(), onupdate=func.now())
+
+
+# ============================================================
+# 本体三支柱: 科目↔KPI↔OKR 三层互联 (2026-08-19)
+# 追溯链: 目标(O) → 指标(KPI) → 科目(数据)
+# ============================================================
+
+class KPISubjectMap(Base):
+    """科目↔KPI映射 — 指标计算依赖的底层会计科目"""
+    __tablename__ = "kpi_subject_map"
+    id = Column(Integer, primary_key=True, index=True)
+    kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=False, comment="KPI ID")
+    subject_code = Column(String(20), nullable=False, comment="科目编码")
+    calc_type = Column(String(20), default="sum", comment="sum/avg/ratio/other")
+    weight = Column(Numeric(5, 2), default=1.00, comment="权重(负=扣减项)")
+    remark = Column(String(200), nullable=True, comment="备注")
+    __table_args__ = (UniqueConstraint("kpi_id", "subject_code", name="uk_kpi_subject"),)
+
+
+class ObjectiveKPI(Base):
+    """KPI↔O支撑 — 目标由哪些KPI度量"""
+    __tablename__ = "objective_kpi"
+    id = Column(Integer, primary_key=True, index=True)
+    objective_id = Column(Integer, ForeignKey("objectives.id"), nullable=False, comment="OKR目标ID")
+    kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=False, comment="KPI ID")
+    weight = Column(Numeric(5, 2), default=1.00, comment="支撑权重")
+    __table_args__ = (UniqueConstraint("objective_id", "kpi_id", name="uk_obj_kpi"),)
+
+
+class KR(Base):
+    """关键结果KR — OKR完整化 (O→KR→KPI)"""
+    __tablename__ = "krs"
+    id = Column(Integer, primary_key=True, index=True)
+    objective_id = Column(Integer, ForeignKey("objectives.id"), nullable=False, comment="OKR目标ID")
+    title = Column(String(200), nullable=False, comment="KR标题")
+    metric_kpi_id = Column(Integer, ForeignKey("kpi_definitions.id"), nullable=True, comment="度量KPI ID")
+    target_value = Column(Numeric(15, 2), nullable=True, comment="目标值")
+    current_value = Column(Numeric(15, 2), nullable=True, comment="当前值")
+    progress = Column(Integer, default=0, comment="完成进度 0-100")
+    status = Column(String(20), default="pending", comment="pending/in_progress/completed/cancelled")
+    due_date = Column(Date, nullable=True, comment="截止日期")
+    created_at = Column(DateTime, server_default=func.now())