feat: DAMA数据治理规则检查（财务七规则）— 后端/check-governance + 前端数据质量中心升级

后端 backend/app/api/data_quality.py:
- 新增 GET /api/cma/data-quality/check-governance?entity_id= 端点
- 7条规则: unit_check单位校验/dup_alert重复预警/orphan_check孤儿预警/virtual_pollution虚拟污染/entity_check实体归属/kpi_completeness KPI完整性/reconciliation勾稽验证
- 质量评分: error扣10/warning扣5, 每条规则最多扣一次, 最低0分
- 兼容实体筛选(0全部/1酣客/2博海), 向后兼容既有/check端点

前端 frontend/src/api/index.ts + views/DataQuality.vue:
- dataQualityApi.checkGovernance() 新增
- 页面新增治理规则区: 质量评分仪表盘 + 7规则红黄绿状态表 + 异常明细展开 + 重新检查按钮 + 实体筛选

backend/app/api/data_quality.py

@@ -3,7 +3,7 @@
 """
 from fastapi import APIRouter, Depends, HTTPException, Query
 from sqlalchemy.orm import Session
-from sqlalchemy import func, and_
+from sqlalchemy import func, and_, text
 from typing import Optional
 from datetime import datetime, timedelta
 import json
@@ -322,3 +322,197 @@ def quality_stats(db: Session = Depends(get_db)):
             "threshold_days": 180,
         },
     }
+
+
+# ============================================================
+# DAMA 数据治理规则检查（财务七规则）— 2026-08-30 P1
+# ============================================================
+
+RULES_META = {
+    "unit_check":        {"name": "单位校验",        "level": "error",   "desc": "cash_plans.amount > 10000（万元口径可疑，疑似单位错乱）"},
+    "dup_alert":         {"name": "重复预警",        "level": "error",   "desc": "同一plan_id存在多条pending应收预警（去重键错误）"},
+    "orphan_check":      {"name": "孤儿预警",        "level": "error",   "desc": "预警suggestion.plan_id指向不存在的cash_plans记录"},
+    "virtual_pollution": {"name": "虚拟污染",        "level": "error",   "desc": "cash_plans.source含test/虚拟等测试标识混入真实数据"},
+    "entity_check":      {"name": "实体归属",        "level": "error",   "desc": "kpi_values.entity_id与kpi_definitions.entity_id不一致"},
+    "kpi_completeness":  {"name": "KPI完整性",       "level": "warning", "desc": "active状态KPI无任何实际值的数量"},
+    "reconciliation":    {"name": "勾稽验证",        "level": "warning", "desc": "预算月度合计 vs 年度目标差异>20%"},
+}
+
+DETAIL_LIMIT = 10  # 每条规则detail最多列出的条数（避免响应过大）
+
+
+def _run_rule_checks(db: Session, entity_id: int = 0):
+    """执行7条DAMA治理规则，返回 issues 列表。entity_id=0 表示全部实体。"""
+    entity_filter = " AND cp.entity_id = :eid" if entity_id else ""
+
+    issues = []
+
+    # ── 规则1 单位校验 ──
+    rows = db.execute(text(
+        "SELECT cp.id, cp.entity_id, cp.amount, cp.source, cp.description "
+        "FROM cash_plans cp WHERE cp.amount > 10000" + entity_filter + " ORDER BY cp.amount DESC"
+    ), {"eid": entity_id}).fetchall()
+    issues.append({
+        "rule": "unit_check", "level": "error",
+        "count": len(rows),
+        "detail": [f"plan#{r.id} 金额{r.amount}(疑似元)" for r in rows[:DETAIL_LIMIT]]
+        + (["…等%d条" % len(rows)] if len(rows) > DETAIL_LIMIT else []),
+    })
+
+    # ── 规则2 重复预警（同plan_id多条pending应收预警）──
+    if entity_id:
+        dup_sql = text(
+            "SELECT JSON_EXTRACT(a.suggestion, '$.plan_id') AS pid, COUNT(*) c, MAX(p.entity_id) eid "
+            "FROM kpi_alerts a JOIN cash_plans p ON p.id = JSON_EXTRACT(a.suggestion, '$.plan_id') "
+            "WHERE a.alert_type='cash_plan' AND a.status='pending' AND JSON_VALID(a.suggestion) "
+            "AND a.suggestion LIKE '%plan_id%' AND p.entity_id = :eid "
+            "GROUP BY pid HAVING c > 1 ORDER BY c DESC"
+        )
+    else:
+        dup_sql = text(
+            "SELECT JSON_EXTRACT(a.suggestion, '$.plan_id') AS pid, COUNT(*) c, MAX(p.entity_id) eid "
+            "FROM kpi_alerts a JOIN cash_plans p ON p.id = JSON_EXTRACT(a.suggestion, '$.plan_id') "
+            "WHERE a.alert_type='cash_plan' AND a.status='pending' AND JSON_VALID(a.suggestion) "
+            "AND a.suggestion LIKE '%plan_id%' "
+            "GROUP BY pid HAVING c > 1 ORDER BY c DESC"
+        )
+    dup_rows = db.execute(dup_sql, {"eid": entity_id}).fetchall()
+    issues.append({
+        "rule": "dup_alert", "level": "error",
+        "count": len(dup_rows),
+        "detail": [f"plan#{r.pid} 重复预警×{r.c}" for r in dup_rows[:DETAIL_LIMIT]]
+        + (["…等%d个plan" % len(dup_rows)] if len(dup_rows) > DETAIL_LIMIT else []),
+    })
+
+    # ── 规则3 孤儿预警（plan_id指向不存在的cash_plans）──
+    orphan_sql = text(
+        "SELECT a.id, a.kpi_id, JSON_EXTRACT(a.suggestion, '$.plan_id') AS pid "
+        "FROM kpi_alerts a "
+        "WHERE a.alert_type='cash_plan' AND a.status='pending' AND JSON_VALID(a.suggestion) "
+        "AND a.suggestion LIKE '%plan_id%' "
+        "AND NOT EXISTS (SELECT 1 FROM cash_plans p WHERE p.id = JSON_EXTRACT(a.suggestion, '$.plan_id')) "
+        "ORDER BY a.id LIMIT 200"
+    )
+    orphan_rows = db.execute(orphan_sql).fetchall()
+    issues.append({
+        "rule": "orphan_check", "level": "error",
+        "count": len(orphan_rows),
+        "detail": [f"预警#{r.id}(kpi#{r.kpi_id}) → plan#{r.pid} 不存在" for r in orphan_rows[:DETAIL_LIMIT]]
+        + (["…等%d条" % len(orphan_rows)] if len(orphan_rows) > DETAIL_LIMIT else []),
+    })
+
+    # ── 规则4 虚拟污染（source含test/虚拟标识）──
+    rows = db.execute(text(
+        "SELECT cp.id, cp.entity_id, cp.source, cp.description FROM cash_plans cp "
+        "WHERE cp.source LIKE '%test%' OR cp.source LIKE '%虚拟%' OR cp.source LIKE '%demo%'"
+        + entity_filter + " ORDER BY cp.id LIMIT 200"
+    ), {"eid": entity_id}).fetchall()
+    issues.append({
+        "rule": "virtual_pollution", "level": "error",
+        "count": len(rows),
+        "detail": [f"plan#{r.id} source={r.source}" for r in rows[:DETAIL_LIMIT]]
+        + (["…等%d条" % len(rows)] if len(rows) > DETAIL_LIMIT else []),
+    })
+
+    # ── 规则5 实体归属（kpi_values.entity_id != kpi_definitions.entity_id）──
+    if entity_id:
+        ent_sql = text(
+            "SELECT v.id, v.kpi_id, d.kpi_code, v.entity_id AS v_eid, d.entity_id AS d_eid "
+            "FROM kpi_values v JOIN kpi_definitions d ON v.kpi_id = d.id "
+            "WHERE v.entity_id != d.entity_id AND v.entity_id = :eid ORDER BY v.id LIMIT 200"
+        )
+    else:
+        ent_sql = text(
+            "SELECT v.id, v.kpi_id, d.kpi_code, v.entity_id AS v_eid, d.entity_id AS d_eid "
+            "FROM kpi_values v JOIN kpi_definitions d ON v.kpi_id = d.id "
+            "WHERE v.entity_id != d.entity_id ORDER BY v.id LIMIT 200"
+        )
+    ent_rows = db.execute(ent_sql, {"eid": entity_id}).fetchall()
+    issues.append({
+        "rule": "entity_check", "level": "error",
+        "count": len(ent_rows),
+        "detail": [f"值#{r.id} {r.kpi_code} 实体{r.v_eid}≠定义实体{r.d_eid}" for r in ent_rows[:DETAIL_LIMIT]]
+        + (["…等%d条" % len(ent_rows)] if len(ent_rows) > DETAIL_LIMIT else []),
+    })
+
+    # ── 规则6 KPI完整性（active KPI无任何值）──
+    if entity_id:
+        comp_sql = text(
+            "SELECT d.id, d.kpi_code, d.kpi_name FROM kpi_definitions d "
+            "WHERE d.status='active' AND d.entity_id = :eid "
+            "AND NOT EXISTS (SELECT 1 FROM kpi_values v WHERE v.kpi_id = d.id) ORDER BY d.id LIMIT 300"
+        )
+    else:
+        comp_sql = text(
+            "SELECT d.id, d.kpi_code, d.kpi_name FROM kpi_definitions d "
+            "WHERE d.status='active' "
+            "AND NOT EXISTS (SELECT 1 FROM kpi_values v WHERE v.kpi_id = d.id) ORDER BY d.id LIMIT 300"
+        )
+    comp_rows = db.execute(comp_sql, {"eid": entity_id}).fetchall()
+    issues.append({
+        "rule": "kpi_completeness", "level": "warning",
+        "count": len(comp_rows),
+        "detail": [f"{r.kpi_code} {r.kpi_name}(无值)" for r in comp_rows[:DETAIL_LIMIT]]
+        + (["…等%d个KPI" % len(comp_rows)] if len(comp_rows) > DETAIL_LIMIT else []),
+    })
+
+    # ── 规则7 勾稽验证（预算月度合计 vs 年度目标差异>20%）──
+    if entity_id:
+        recon_sql = text(
+            "SELECT d.kpi_code, d.kpi_name, d.target_yearly, "
+            "SUM(b.budget_value) AS monthly_sum, "
+            "ROUND((SUM(b.budget_value) - d.target_yearly) / d.target_yearly * 100, 1) AS diff_pct "
+            "FROM kpi_definitions d JOIN budget_plans b ON b.kpi_id = d.id "
+            "WHERE d.status='active' AND d.target_yearly > 0 AND d.entity_id = :eid "
+            "GROUP BY d.id HAVING ABS(diff_pct) > 20 ORDER BY ABS(diff_pct) DESC LIMIT 200"
+        )
+    else:
+        recon_sql = text(
+            "SELECT d.kpi_code, d.kpi_name, d.target_yearly, "
+            "SUM(b.budget_value) AS monthly_sum, "
+            "ROUND((SUM(b.budget_value) - d.target_yearly) / d.target_yearly * 100, 1) AS diff_pct "
+            "FROM kpi_definitions d JOIN budget_plans b ON b.kpi_id = d.id "
+            "WHERE d.status='active' AND d.target_yearly > 0 "
+            "GROUP BY d.id HAVING ABS(diff_pct) > 20 ORDER BY ABS(diff_pct) DESC LIMIT 200"
+        )
+    recon_rows = db.execute(recon_sql, {"eid": entity_id}).fetchall()
+    issues.append({
+        "rule": "reconciliation", "level": "warning",
+        "count": len(recon_rows),
+        "detail": [f"{r.kpi_code} 预算合计{round(r.monthly_sum, 1)} vs 年度目标{r.target_yearly} 差异{r.diff_pct}%" for r in recon_rows[:DETAIL_LIMIT]]
+        + (["…等%d个KPI" % len(recon_rows)] if len(recon_rows) > DETAIL_LIMIT else []),
+    })
+
+    return issues
+
+
+@router.get("/check-governance")
+def check_governance(
+    entity_id: Optional[int] = Query(0, description="实体ID: 0=全部, 1=酣客, 2=博海"),
+    db: Session = Depends(get_db),
+):
+    """DAMA数据治理规则检查（财务七规则）— 返回质量评分+异常清单。
+
+    评分规则: 满分100，error级规则每条扣10分，warning级规则每条扣5分，
+    每条规则最多扣一次分（按规则是否命中，不按count累扣），最低0分。
+    """
+    issues = _run_rule_checks(db, entity_id or 0)
+
+    # 计算评分
+    score = 100
+    for item in issues:
+        if item["count"] > 0:
+            score -= 10 if item["level"] == "error" else 5
+    score = max(0, score)
+
+    passed = [item["rule"] for item in issues if item["count"] == 0]
+
+    return {
+        "checked_at": datetime.now().isoformat(timespec="seconds"),
+        "entity_id": entity_id or 0,
+        "score": score,
+        "total_rules": len(issues),
+        "issues": issues,
+        "passed": passed,
+        "rules_meta": RULES_META,
+    }

frontend/src/api/index.ts

@@ -344,6 +344,8 @@ export const dataQualityApi = {
   logs: (params?: any) => api.get('/data-quality/logs', { params }),
   updateLog: (id: number, data: any) => api.put(`/data-quality/logs/${id}`, data),
   deleteLog: (id: number) => api.delete(`/data-quality/logs/${id}`),
+  // DAMA数据治理规则检查（财务七规则）
+  checkGovernance: (params?: any) => api.get('/data-quality/check-governance', { params }),
 }
 
 export const biReportApi = {

frontend/src/views/DataQuality.vue

@@ -121,6 +121,80 @@
       </el-col>
     </el-row>
 
+    <!-- DAMA 数据治理规则检查（财务七规则） -->
+    <el-card shadow="never" class="section-gap">
+      <template #header>
+        <div style="display:flex;justify-content:space-between;align-items:center;flex-wrap:wrap;gap:8px;">
+          <span>🛡️ DAMA数据治理规则检查（财务七规则）</span>
+          <div>
+            <el-select v-model="govEntity" style="width:130px;margin-right:8px;" @change="runGovernanceCheck">
+              <el-option label="全部实体" :value="0" />
+              <el-option label="酣客" :value="1" />
+              <el-option label="博海" :value="2" />
+            </el-select>
+            <el-button type="primary" @click="runGovernanceCheck" :loading="govChecking">重新检查</el-button>
+          </div>
+        </div>
+      </template>
+
+      <el-row :gutter="16">
+        <el-col :span="6">
+          <div style="text-align:center;padding:20px 0;">
+            <el-progress type="dashboard" :percentage="govScore" :color="govScoreColor" :width="150">
+              <template #default>
+                <div style="font-size:32px;font-weight:700;line-height:1.2;">{{ govScore }}</div>
+                <div style="font-size:12px;color:#999;">质量评分</div>
+              </template>
+            </el-progress>
+            <div style="font-size:12px;color:#999;margin-top:10px;line-height:1.8;">
+              检查时间: {{ govCheckedAt || '-' }}<br />
+              通过 {{ govPassedCount }} / {{ govIssues.length }} 条规则
+            </div>
+          </div>
+        </el-col>
+        <el-col :span="18">
+          <el-table :data="govIssues" size="small" border>
+            <el-table-column type="expand">
+              <template #default="{ row }">
+                <div style="padding:10px 18px;background:#fafafa;">
+                  <div v-if="row.detail && row.detail.length" style="font-size:12px;line-height:24px;color:#606266;">
+                    <div v-for="(d, i) in row.detail" :key="i">• {{ d }}</div>
+                  </div>
+                  <div v-else style="font-size:12px;color:#67c23a;">✓ 未发现异常</div>
+                </div>
+              </template>
+            </el-table-column>
+            <el-table-column label="状态" width="80">
+              <template #default="{ row }">
+                <el-tag :type="govRuleStatus(row)" size="small">{{ govRuleStatusText(row) }}</el-tag>
+              </template>
+            </el-table-column>
+            <el-table-column label="规则" width="160">
+              <template #default="{ row }">
+                <span style="font-weight:600;">{{ govRuleName(row.rule) }}</span>
+                <div style="font-size:11px;color:#999;">{{ row.rule }}</div>
+              </template>
+            </el-table-column>
+            <el-table-column label="检查内容" min-width="240">
+              <template #default="{ row }">{{ govRuleDesc(row.rule) }}</template>
+            </el-table-column>
+            <el-table-column label="级别" width="80">
+              <template #default="{ row }">
+                <el-tag :type="row.level === 'error' ? 'danger' : 'warning'" size="small">
+                  {{ row.level === 'error' ? '异常' : '警告' }}
+                </el-tag>
+              </template>
+            </el-table-column>
+            <el-table-column label="异常数" width="90">
+              <template #default="{ row }">
+                <span :style="{ color: row.count > 0 ? '#f56c6c' : '#67c23a', fontWeight: 600 }">{{ row.count }}</span>
+              </template>
+            </el-table-column>
+          </el-table>
+        </el-col>
+      </el-row>
+    </el-card>
+
     <!-- 质量日志列表 -->
     <el-card shadow="never">
       <template #header>
@@ -199,6 +273,14 @@ const checking = ref(false)
 const filterSeverity = ref('')
 const filterStatus = ref('')
 
+// DAMA 数据治理规则检查状态
+const govScore = ref(0)
+const govIssues = ref<any[]>([])
+const govCheckedAt = ref('')
+const govEntity = ref(0)
+const govChecking = ref(false)
+const govRuleMeta = ref<any>({})
+
 const typeChartOption = computed(() => ({
   tooltip: { trigger: 'item' },
   series: [{
@@ -228,6 +310,33 @@ const staleDataColor = computed(() => {
   return '#f56c6c'
 })
 
+// ── DAMA治理规则 computed ──
+const govPassedCount = computed(() => govIssues.value.filter((i: any) => i.count === 0).length)
+
+const govScoreColor = computed(() => {
+  if (govScore.value >= 90) return '#67c23a'
+  if (govScore.value >= 60) return '#e6a23c'
+  return '#f56c6c'
+})
+
+function govRuleStatus(row: any) {
+  if (row.count > 0) return row.level === 'error' ? 'danger' : 'warning'
+  return 'success'
+}
+
+function govRuleStatusText(row: any) {
+  if (row.count > 0) return row.level === 'error' ? '异常' : '警告'
+  return '通过'
+}
+
+function govRuleName(rule: string) {
+  return govRuleMeta.value?.[rule]?.name || rule
+}
+
+function govRuleDesc(rule: string) {
+  return govRuleMeta.value?.[rule]?.desc || ''
+}
+
 async function loadStats() {
   try { const r: any = await dataQualityApi.stats(); stats.value = r } catch (e) {}
 }
@@ -257,6 +366,24 @@ async function runCheck() {
   checking.value = false
 }
 
+async function runGovernanceCheck() {
+  govChecking.value = true
+  try {
+    const params: any = {}
+    if (govEntity.value) params.entity_id = govEntity.value
+    const r: any = await dataQualityApi.checkGovernance(params)
+    govScore.value = r.score ?? 0
+    govIssues.value = r.issues || []
+    govCheckedAt.value = (r.checked_at || '').replace('T', ' ').slice(0, 19)
+    govRuleMeta.value = r.rules_meta || {}
+    const bad = (r.issues || []).filter((i: any) => i.count > 0).length
+    ElMessage.success(`治理检查完成: 评分${r.score}分, 异常规则${bad}条`)
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.detail || '治理检查失败')
+  }
+  govChecking.value = false
+}
+
 async function updateStatus(id: number, status: string) {
   try {
     await dataQualityApi.updateLog(id, { status })
@@ -269,6 +396,7 @@ async function updateStatus(id: number, status: string) {
 onMounted(() => {
   loadStats()
   loadLogs()
+  runGovernanceCheck()
 })
 </script>