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
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@@ -67,6 +67,11 @@ export const dataApi = {
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form.append('file', file)
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return api.post(`/data/import-excel${qs ? '?' + qs : ''}`, form)
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},
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importExcelSmart: (file: File) => {
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const form = new FormData()
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form.append('file', file)
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return api.post('/data/import-excel-smart', form, { timeout: 60000 })
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},
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listSources: () => api.get('/data/sources'),
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createSource: (data: any) => api.post('/data/sources', data),
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updateSource: (id: number, data: any) => api.put(`/data/sources/${id}`, data),
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@@ -5,52 +5,17 @@
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<el-tabs v-model="activeTab" style="margin-top:16px;">
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<el-tab-pane label="Excel导入" name="import">
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<el-card>
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<template #header>Excel导入</template>
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<template #header>Excel导入 <el-tag type="success" size="small">🤖 智能识别</el-tag></template>
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<el-upload drag :auto-upload="false" :on-change="handleFile" :on-remove="handleRemove" multiple accept=".xlsx,.xls">
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<el-icon :size="32"><UploadFilled /></el-icon>
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<div>拖拽或点击上传Excel文件</div>
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<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>
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<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>
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</el-upload>
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<div v-if="files.length > 0" style="margin-top:8px;">
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<el-tag v-for="(f, i) in files" :key="i" closable @close="removeFile(i)" style="margin:2px;">{{ f.name }}</el-tag>
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</div>
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<!-- 列映射设置 -->
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<el-card v-if="files.length > 0" style="margin-top:12px;" size="small">
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<template #header>📐 列映射设置(如Excel列名与标准不同,请在此映射)</template>
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<el-form :model="colMap" label-width="120px" size="small">
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<el-row :gutter="16">
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<el-col :span="8">
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<el-form-item label="KPI编码列">
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<el-select v-model="colMap.kpi" allow-create filterable clearable placeholder="kpi_code">
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<el-option v-for="c in detectedCols" :key="c" :label="c" :value="c" />
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="8">
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<el-form-item label="期间列(可选)">
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<el-select v-model="colMap.period" allow-create filterable clearable placeholder="period">
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<el-option v-for="c in detectedCols" :key="c" :label="c" :value="c" />
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<el-option label="(统一设置)" value="__fixed__" />
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="8">
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<el-form-item label="数值列">
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<el-select v-model="colMap.value" allow-create filterable clearable placeholder="actual_value">
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<el-option v-for="c in detectedCols" :key="c" :label="c" :value="c" />
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</el-select>
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</el-form-item>
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</el-col>
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</el-row>
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<el-form-item v-if="colMap.period === '__fixed__'" label="统一期间">
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<el-input v-model="colMap.defaultPeriod" placeholder="如 2026-06" style="width:200px;" />
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</el-form-item>
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</el-form>
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</el-card>
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<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>
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<div v-if="result" style="margin-top:12px;"><el-alert :title="result" type="success" show-icon /></div>
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<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>
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<div v-if="result" style="margin-top:12px;white-space:pre-wrap;"><el-alert :title="result" type="success" show-icon /></div>
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</el-card>
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</el-tab-pane>
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@@ -77,7 +42,7 @@
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</el-table-column>
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<el-table-column prop="status" label="状态" width="70">
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<template #default="{ row }">
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<el-tag :type="row.status==='active'?'success':'danger'" size="small">{{ row.status }}</el-tag>
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<el-tag :type="row.status==='active'?'success':'danger'">{{ row.status }}</el-tag>
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</template>
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</el-table-column>
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<el-table-column prop="last_sync_at" label="上次同步" width="160" />
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@@ -135,14 +100,10 @@ const activeTab = ref('import')
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const files = ref<any[]>([])
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const uploading = ref(false)
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const result = ref('')
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const detectedCols = ref<string[]>([])
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const colMap = ref({ kpi: 'kpi_code', period: 'period', value: 'actual_value', defaultPeriod: '' })
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function handleFile(f: any) {
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if (f.raw && !files.value.some(ex => ex.name === f.raw.name && ex.size === f.raw.size)) {
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files.value.push(f.raw)
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// 从第一个文件检测列名
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if (files.value.length === 1) detectColumns(f.raw)
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}
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}
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function handleRemove(f: any) {
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@@ -151,51 +112,21 @@ function handleRemove(f: any) {
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function removeFile(i: number) {
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files.value.splice(i, 1)
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}
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async function detectColumns(file: File) {
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// 用 Web 方式读 Excel 列名(仅第一行),供用户映射
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try {
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const buf = await file.arrayBuffer()
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const XLSX = (await import('xlsx')).default
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const wb = XLSX.read(buf, { type: 'array' })
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const ws = wb.Sheets[wb.SheetNames[0]]
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const rows: any[] = XLSX.utils.sheet_to_json(ws, { header: 1 })
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if (rows.length > 0) {
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detectedCols.value = (rows[0] as string[]).filter(Boolean)
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// 尝试智能匹配
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const all = detectedCols.value.map(c => c.toLowerCase().replace(/[\\s ]/g, ''))
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const kpiIdx = all.findIndex(c => /^(kpi_?code|编码|科目|项目|指标名称?)$/.test(c))
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const periodIdx = all.findIndex(c => /^(period|期间|月份?|日期|年月)$/.test(c))
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const valIdx = all.findIndex(c => /^(actual_?value|金额|数值|本月数|本期金额?|实际值)$/.test(c))
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if (kpiIdx >= 0) colMap.value.kpi = detectedCols.value[kpiIdx]
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if (periodIdx >= 0) colMap.value.period = detectedCols.value[periodIdx]
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if (valIdx >= 0) colMap.value.value = detectedCols.value[valIdx]
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}
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} catch (_) { /* 预览列名失败不影响导入 */ }
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}
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async function doImport() {
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if (files.value.length === 0) return
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uploading.value = true
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result.value = ''
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const msgs: string[] = []
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const params: Record<string, string> = {
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kpi_col: colMap.value.kpi || 'kpi_code',
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value_col: colMap.value.value || 'actual_value',
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}
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if (colMap.value.period && colMap.value.period !== '__fixed__') params['period_col'] = colMap.value.period
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if (colMap.value.period === '__fixed__' && colMap.value.defaultPeriod) params['default_period'] = colMap.value.defaultPeriod
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const qs = new URLSearchParams(params).toString()
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for (const f of files.value) {
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try {
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const r: any = await dataApi.importExcel(f, qs)
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const skipped = r.skipped || 0
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const total = r.total || 0
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msgs.push(`📄 ${f.name}: ${total}条导入${skipped > 0 ? `, ${skipped}条跳过` : ''}`)
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const r: any = await dataApi.importExcelSmart(f)
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const msg = r.message || ''
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msgs.push(`📄 ${f.name}: ${msg}`)
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} catch (e: any) {
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msgs.push(`❌ ${f.name}: ${e?.response?.data?.detail || '导入失败'}`)
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}
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}
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files.value = []
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detectedCols.value = []
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result.value = msgs.join('\n')
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uploading.value = false
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}
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