feat: 智能导入——BOT自动识别报表类型/列名/期间/匹配KPI，无需手动映射

前端: 简化上传界面，自动模式(importExcelSmart)
后端: 新增/import-excel-smart端点，自动检测:
  - 列名: 科目/编码→kpi_code, 本期金额→value, 期间→period
  - 文件名: 提取期间(2026-06)和报表类型(利润表/现金流量表/资产负债表)
  - KPI匹配: 编码精确→别名→中文名模糊匹配

backend/app/api/data.py

@@ -1,6 +1,6 @@
 """数据对接 API"""
 import pandas as pd
-import io, json, hashlib
+import io, json, hashlib, re
 from datetime import datetime
 from fastapi import APIRouter, Depends, HTTPException, Query, UploadFile, File
 from sqlalchemy.orm import Session
@@ -75,6 +75,185 @@ async def import_excel(file: UploadFile = File(...),
             msg += f"\n...还有{len(skipped)-10}条"
     return {"message": msg, "batch": batch, "total": count, "skipped": len(skipped)}
 
+
+# ── 智能导入（BOT自动识别，无需手动映射） ──
+
+_SMART_MAP = {
+    # KPI编码列匹配模式 → 标准kpi_code
+    "kpi_code_patterns": [
+        re.compile(r'^(kpi_?code|指标编码|编码)$', re.I),
+        re.compile(r'^(科目|项目|账户|报表项目|项目名称)$'),
+        re.compile(r'^(指标名称?|kpi名称?|name)$', re.I),
+    ],
+    # 期间列匹配
+    "period_patterns": [
+        re.compile(r'^(period|期间|月份?|年月|日期|会计期间)$', re.I),
+        re.compile(r'^(报表期[间]?|所属期)$'),
+    ],
+    # 数值列匹配
+    "value_patterns": [
+        re.compile(r'^(actual_?value|数值|实际值|实际金额)$', re.I),
+        re.compile(r'^(本期金额|本月数|本期|期末余额|期末数)$'),
+        re.compile(r'^(金额|数据|value)$', re.I),
+    ],
+    # 文件名→期间提取
+    "period_in_filename": re.compile(r'[-_]?(\d{4})[-_]?(\d{1,2})'),
+    # 文件名→报表类型
+    "statement_types": {
+        "利润表": "PL",
+        "利润": "PL",
+        "income": "PL",
+        "现金流量表": "CF",
+        "现金流": "CF",
+        "cashflow": "CF",
+        "cash_flow": "CF",
+        "资产负债表": "BS",
+        "资产负": "BS",
+        "balance": "BS",
+    },
+}
+
+
+def _smart_detect_kpi_col(cols: list[str]) -> str | None:
+    for pat in _SMART_MAP["kpi_code_patterns"]:
+        for c in cols:
+            if pat.match(c.strip()):
+                return c
+    return None
+
+
+def _smart_detect_period_col(cols: list[str]) -> str | None:
+    for pat in _SMART_MAP["period_patterns"]:
+        for c in cols:
+            if pat.match(c.strip()):
+                return c
+    return None
+
+
+def _smart_detect_value_col(cols: list[str]) -> str | None:
+    for pat in _SMART_MAP["value_patterns"]:
+        for c in cols:
+            if pat.match(c.strip()):
+                return c
+    return None
+
+
+def _smart_extract_period_from_filename(filename: str) -> str | None:
+    m = _SMART_MAP["period_in_filename"].search(filename)
+    if m:
+        return f"{m.group(1)}-{int(m.group(2)):02d}"
+    return None
+
+
+def _smart_detect_statement_type(filename: str) -> str | None:
+    for kw, tp in _SMART_MAP["statement_types"].items():
+        if kw in filename:
+            return tp
+    return None
+
+
+@router.post("/import-excel-smart")
+async def import_excel_smart(file: UploadFile = File(...), db: Session = Depends(get_db)):
+    """智能导入 — BOT自动识别列名/期间/报表类型，无需手动映射"""
+    content = await file.read()
+    fname = file.filename or "未知文件"
+
+    try:
+        df = pd.read_excel(io.BytesIO(content))
+    except Exception as e:
+        raise HTTPException(400, f"无法读取Excel文件: {e}")
+
+    if len(df) == 0:
+        raise HTTPException(400, "Excel文件为空")
+
+    cols = list(df.columns)
+    if len(cols) < 2:
+        raise HTTPException(400, f"Excel列数过少: {cols}")
+
+    # 4. 智能检测列
+    kpi_col = _smart_detect_kpi_col(cols) or cols[0]
+    value_col = _smart_detect_value_col(cols) or cols[-1]
+    period_col = _smart_detect_period_col(cols)
+
+    # 5. 从文件名提取期间
+    period = _smart_extract_period_from_filename(fname) if not period_col else None
+
+    # 6. 检测报表类型（用于自动生成KPI编码前缀）
+    stype = _smart_detect_statement_type(fname)
+
+    # 7. 预加载KPI字典
+    from app.models import KPIDefinition
+    kpis = {k.kpi_code: k for k in db.query(KPIDefinition).all()}
+    known_codes = set(kpis.keys())
+    # 构建别名映射（去掉空格/大小写/特殊字符）
+    alias_map: dict[str, str] = {}
+    for code in known_codes:
+        clean = re.sub(r'[\s\-_（）()]', '', code).lower()
+        alias_map[clean] = code
+
+    # 8. 遍历导入
+    batch = hashlib.md5(str(datetime.now().timestamp()).encode()).hexdigest()[:12]
+    imported = 0
+    skipped_rows = []
+
+    for idx, row in df.iterrows():
+        raw_kpi = str(row.get(kpi_col, "")).strip()
+        raw_val = row.get(value_col)
+        raw_period = str(row.get(period_col, period or "")).strip() if period_col else (period or "")
+
+        if not raw_kpi or pd.isna(raw_val):
+            skipped_rows.append(f"第{idx+2}行: 缺数据")
+            continue
+        if not raw_period:
+            skipped_rows.append(f"第{idx+2}行: 无法确定期间")
+            continue
+
+        # 智能匹配KPI编码
+        kpi_code = None
+        if raw_kpi in known_codes:
+            kpi_code = raw_kpi
+        else:
+            # 别名匹配
+            clean_key = re.sub(r'[\s\-_（）()]', '', raw_kpi).lower()
+            kpi_code = alias_map.get(clean_key)
+            # 模糊匹配（中文科目名→KPI编码）
+            if not kpi_code:
+                for code, kpi_obj in kpis.items():
+                    if raw_kpi in kpi_obj.kpi_name or kpi_obj.kpi_name in raw_kpi:
+                        kpi_code = code
+                        break
+
+        if not kpi_code:
+            skipped_rows.append(f"第{idx+2}行: 「{raw_kpi}」未匹配到KPI")
+            continue
+
+        try:
+            val = float(raw_val)
+        except:
+            skipped_rows.append(f"第{idx+2}行: 数值格式错误「{raw_val}」")
+            continue
+
+        db.add(KPIValue(
+            kpi_id=kpis[kpi_code].id,
+            period=raw_period,
+            actual_value=val,
+            source_type="excel",
+            source_batch=batch,
+            data_status="verified",
+        ))
+        imported += 1
+
+    db.commit()
+
+    # 9. 返回汇总
+    stype_label = {"PL": "利润表", "CF": "现金流量表", "BS": "资产负债表"}.get(stype or "", "数据表")
+    msg = f"✅ {stype_label}识别成功，导入{imported}条"
+    if skipped_rows:
+        msg += f"，{len(skipped_rows)}条跳过:\n" + "\n".join(skipped_rows[:8])
+        if len(skipped_rows) > 8:
+            msg += f"\n...还有{len(skipped_rows) - 8}条"
+    return {"message": msg, "batch": batch, "total": imported, "skipped": len(skipped_rows)}
+
 @router.get("/sources")
 def list_sources(db: Session = Depends(get_db)):
     sources = db.query(DataSourceConfig).all()

frontend/src/api/index.ts

@@ -67,6 +67,11 @@ export const dataApi = {
     form.append('file', file)
     return api.post(`/data/import-excel${qs ? '?' + qs : ''}`, form)
   },
+  importExcelSmart: (file: File) => {
+    const form = new FormData()
+    form.append('file', file)
+    return api.post('/data/import-excel-smart', form, { timeout: 60000 })
+  },
   listSources: () => api.get('/data/sources'),
   createSource: (data: any) => api.post('/data/sources', data),
   updateSource: (id: number, data: any) => api.put(`/data/sources/${id}`, data),

frontend/src/views/DataManage.vue

@@ -5,52 +5,17 @@
     <el-tabs v-model="activeTab" style="margin-top:16px;">
       <el-tab-pane label="Excel导入" name="import">
         <el-card>
-          <template #header>Excel导入</template>
+          <template #header>Excel导入 <el-tag type="success" size="small">🤖 智能识别</el-tag></template>
           <el-upload drag :auto-upload="false" :on-change="handleFile" :on-remove="handleRemove" multiple accept=".xlsx,.xls">
             <el-icon :size="32"><UploadFilled /></el-icon>
             <div>拖拽或点击上传Excel文件</div>
-            <div style="color:#999;font-size:12px;">支持 .xlsx .xls，可一次选择多个文件（按住Ctrl/Shift多选）</div>
+            <div style="color:#999;font-size:12px;">支持 .xlsx .xls，自动识别利润表/现金流量表/资产负债表/KPI数据表</div>
           </el-upload>
           <div v-if="files.length > 0" style="margin-top:8px;">
             <el-tag v-for="(f, i) in files" :key="i" closable @close="removeFile(i)" style="margin:2px;">{{ f.name }}</el-tag>
           </div>
-
-          <!-- 列映射设置 -->
-          <el-card v-if="files.length > 0" style="margin-top:12px;" size="small">
-            <template #header>📐 列映射设置（如Excel列名与标准不同，请在此映射）</template>
-            <el-form :model="colMap" label-width="120px" size="small">
-              <el-row :gutter="16">
-                <el-col :span="8">
-                  <el-form-item label="KPI编码列">
-                    <el-select v-model="colMap.kpi" allow-create filterable clearable placeholder="kpi_code">
-                      <el-option v-for="c in detectedCols" :key="c" :label="c" :value="c" />
-                    </el-select>
-                  </el-form-item>
-                </el-col>
-                <el-col :span="8">
-                  <el-form-item label="期间列（可选）">
-                    <el-select v-model="colMap.period" allow-create filterable clearable placeholder="period">
-                      <el-option v-for="c in detectedCols" :key="c" :label="c" :value="c" />
-                      <el-option label="（统一设置）" value="__fixed__" />
-                    </el-select>
-                  </el-form-item>
-                </el-col>
-                <el-col :span="8">
-                  <el-form-item label="数值列">
-                    <el-select v-model="colMap.value" allow-create filterable clearable placeholder="actual_value">
-                      <el-option v-for="c in detectedCols" :key="c" :label="c" :value="c" />
-                    </el-select>
-                  </el-form-item>
-                </el-col>
-              </el-row>
-              <el-form-item v-if="colMap.period === '__fixed__'" label="统一期间">
-                <el-input v-model="colMap.defaultPeriod" placeholder="如 2026-06" style="width:200px;" />
-              </el-form-item>
-            </el-form>
-          </el-card>
-
-          <el-button v-if="files.length > 0" type="primary" style="margin-top:12px;" :loading="uploading" @click="doImport">导入 {{ files.length }} 个文件</el-button>
-          <div v-if="result" style="margin-top:12px;"><el-alert :title="result" type="success" show-icon /></div>
+          <el-button v-if="files.length > 0" type="primary" style="margin-top:12px;" :loading="uploading" @click="doImport">🤖 智能导入 {{ files.length }} 个文件</el-button>
+          <div v-if="result" style="margin-top:12px;white-space:pre-wrap;"><el-alert :title="result" type="success" show-icon /></div>
         </el-card>
       </el-tab-pane>
 
@@ -77,7 +42,7 @@
             </el-table-column>
             <el-table-column prop="status" label="状态" width="70">
               <template #default="{ row }">
-                <el-tag :type="row.status==='active'?'success':'danger'" size="small">{{ row.status }}</el-tag>
+                <el-tag :type="row.status==='active'?'success':'danger'">{{ row.status }}</el-tag>
               </template>
             </el-table-column>
             <el-table-column prop="last_sync_at" label="上次同步" width="160" />
@@ -135,14 +100,10 @@ const activeTab = ref('import')
 const files = ref<any[]>([])
 const uploading = ref(false)
 const result = ref('')
-const detectedCols = ref<string[]>([])
-const colMap = ref({ kpi: 'kpi_code', period: 'period', value: 'actual_value', defaultPeriod: '' })
 
 function handleFile(f: any) {
   if (f.raw && !files.value.some(ex => ex.name === f.raw.name && ex.size === f.raw.size)) {
     files.value.push(f.raw)
-    // 从第一个文件检测列名
-    if (files.value.length === 1) detectColumns(f.raw)
   }
 }
 function handleRemove(f: any) {
@@ -151,51 +112,21 @@ function handleRemove(f: any) {
 function removeFile(i: number) {
   files.value.splice(i, 1)
 }
-async function detectColumns(file: File) {
-  // 用 Web 方式读 Excel 列名（仅第一行），供用户映射
-  try {
-    const buf = await file.arrayBuffer()
-    const XLSX = (await import('xlsx')).default
-    const wb = XLSX.read(buf, { type: 'array' })
-    const ws = wb.Sheets[wb.SheetNames[0]]
-    const rows: any[] = XLSX.utils.sheet_to_json(ws, { header: 1 })
-    if (rows.length > 0) {
-      detectedCols.value = (rows[0] as string[]).filter(Boolean)
-      // 尝试智能匹配
-      const all = detectedCols.value.map(c => c.toLowerCase().replace(/[\\s　]/g, ''))
-      const kpiIdx = all.findIndex(c => /^(kpi_?code|编码|科目|项目|指标名称?)$/.test(c))
-      const periodIdx = all.findIndex(c => /^(period|期间|月份?|日期|年月)$/.test(c))
-      const valIdx = all.findIndex(c => /^(actual_?value|金额|数值|本月数|本期金额?|实际值)$/.test(c))
-      if (kpiIdx >= 0) colMap.value.kpi = detectedCols.value[kpiIdx]
-      if (periodIdx >= 0) colMap.value.period = detectedCols.value[periodIdx]
-      if (valIdx >= 0) colMap.value.value = detectedCols.value[valIdx]
-    }
-  } catch (_) { /* 预览列名失败不影响导入 */ }
-}
 async function doImport() {
   if (files.value.length === 0) return
   uploading.value = true
   result.value = ''
   const msgs: string[] = []
-  const params: Record<string, string> = {
-    kpi_col: colMap.value.kpi || 'kpi_code',
-    value_col: colMap.value.value || 'actual_value',
-  }
-  if (colMap.value.period && colMap.value.period !== '__fixed__') params['period_col'] = colMap.value.period
-  if (colMap.value.period === '__fixed__' && colMap.value.defaultPeriod) params['default_period'] = colMap.value.defaultPeriod
-  const qs = new URLSearchParams(params).toString()
   for (const f of files.value) {
     try {
-      const r: any = await dataApi.importExcel(f, qs)
-      const skipped = r.skipped || 0
-      const total = r.total || 0
-      msgs.push(`📄 ${f.name}: ${total}条导入${skipped > 0 ? `, ${skipped}条跳过` : ''}`)
+      const r: any = await dataApi.importExcelSmart(f)
+      const msg = r.message || ''
+      msgs.push(`📄 ${f.name}: ${msg}`)
     } catch (e: any) {
       msgs.push(`❌ ${f.name}: ${e?.response?.data?.detail || '导入失败'}`)
     }
   }
   files.value = []
-  detectedCols.value = []
   result.value = msgs.join('\n')
   uploading.value = false
 }