feat: Auto-Verify闭环 — verify API+定时验证+OKR联动+周报

2026-08-10 23:15:19 +08:00
parent 7fed66d58c
commit e1ea5cd14d
9 changed files with 601 additions and 6 deletions
@@ -0,0 +1,299 @@
+"""
+自动验证引擎 API — 管理会计OS
+POST /api/cma/verify/{plan_id} 手动验证行动计划执行结果
+
+数据流:
+  ActionPlan.auto_verify_rule (JSON) → 条件判断 → passed/failed
+  → KPI值回填 (kpi_current_before/after + KPIValue source_type=verify)
+  → 验证通过 → 所属OKR progress +15%
+  → 通知任总 (send_wecom_message)
+
+规则格式（新）:
+  {
+    "kpi_code": "C_REBATE_RATE",
+    "condition": "LESS_THAN",        # LESS_THAN/GREATER_THAN/WITHIN_RANGE/NOT_NULL
+    "target_value": 80,
+    "baseline_value": 86.4,
+    "verify_after_days": 7,
+    "retry_max": 3,
+    "escalate_to": "任富海",
+    "notify": true
+  }
+
+兼容格式（旧）:
+  {"condition": "value < 75", "description": "..."}  → 走 bot_bridge_v2._evaluate_condition
+"""
+from fastapi import APIRouter, Depends, HTTPException
+from sqlalchemy.orm import Session
+from datetime import datetime, timedelta
+import json
+import logging
+
+from app.database import get_db
+from app.models import ActionPlan, KPIDefinition, KPIValue, Objective
+from app.utils.notifier import send_wecom_message
+from app.auth_middleware import require_role
+
+logger = logging.getLogger("cma.verify")
+
+router = APIRouter(
+    prefix="/api/cma/verify",
+    tags=["自动验证"],
+    dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
+)
+
+CONDITION_FUNCS = {
+    "LESS_THAN": lambda actual, target: actual is not None and actual < target,
+    "GREATER_THAN": lambda actual, target: actual is not None and actual > target,
+    "WITHIN_RANGE": lambda actual, target: target is not None and len(target) == 2 and float(target[0]) <= actual <= float(target[1]),
+    "NOT_NULL": lambda actual, target: actual is not None,
+}
+
+
+def _parse_rule(rule) -> dict:
+    """解析auto_verify_rule（兼容JSON字符串）"""
+    if rule is None:
+        return {}
+    if isinstance(rule, str):
+        try:
+            return json.loads(rule)
+        except Exception:
+            return {"condition": rule}
+    return rule
+
+
+def evaluate_rule(rule: dict, actual, kpi_data: dict = None) -> bool:
+    """
+    按规则判断actual是否达标
+    - 新格式: condition为枚举 LESS_THAN/GREATER_THAN/WITHIN_RANGE/NOT_NULL
+    - 旧格式: condition为表达式字符串（如 "value < 75"）→ bot_bridge_v2引擎
+    """
+    condition = (rule or {}).get("condition", "")
+    if not condition:
+        return actual is not None
+
+    if condition in CONDITION_FUNCS:
+        target = rule.get("target_value")
+        return CONDITION_FUNCS[condition](actual, target)
+
+    # 旧格式表达式（bot-bridge兼容）
+    try:
+        from app.api.bot_bridge_v2 import _evaluate_condition
+        kd = kpi_data or {"value": actual, "target": rule.get("target_value"), "baseline": rule.get("baseline_value")}
+        return _evaluate_condition(condition, kd)
+    except Exception as e:
+        logger.warning(f"旧格式条件评估失败({condition}): {e}")
+        return False
+
+
+def update_okr_progress(db: Session, plan: ActionPlan) -> dict:
+    """验证通过 → 所属OKR progress +15%（每通过1个KR）"""
+    if not plan.objective_id:
+        return {"updated": False, "reason": "no_objective"}
+    obj = db.query(Objective).filter(Objective.id == plan.objective_id).first()
+    if not obj:
+        return {"updated": False, "reason": "objective_not_found"}
+    before = obj.progress or 0
+    obj.progress = min(100, before + 15)
+    db.flush()
+    return {"updated": True, "objective_id": obj.id, "before": before, "after": obj.progress}
+
+
+def build_auto_verify_rule(kpi, baseline_value=None, verify_after_days: int = 7) -> dict:
+    """根据KPI阈值自动生成验证规则（验收#1: 创建ActionPlan自动带auto_verify_rule）
+
+    从KPI的绿灯阈值(green)推导达标方向:
+      - 绿灯 '<=X' → 目标是把值压到 X 以下 → LESS_THAN X
+      - 绿灯 '>=X' → 目标是把值抬到 X 以上 → GREATER_THAN X
+      - 有绿色区间 'X~Y' → WITHIN_RANGE
+      - 无阈值 → NOT_NULL
+    """
+    expr = (kpi.threshold_green or "").strip()
+    condition = "NOT_NULL"
+    target = None
+    import re
+    m = re.match(r"^(<=|>=|<|>|=)\s*([\d.]+)$", expr)
+    if m:
+        op, val = m.group(1), float(m.group(2))
+        if op in ("<", "<="):
+            condition = "LESS_THAN"
+        elif op in (">", ">="):
+            condition = "GREATER_THAN"
+        else:
+            condition = "NOT_NULL"
+        target = val
+    elif "~" in expr:
+        parts = expr.split("~")
+        if len(parts) == 2:
+            try:
+                condition = "WITHIN_RANGE"
+                target = [float(parts[0]), float(parts[1])]
+            except ValueError:
+                pass
+    else:
+        # 无阈值表达式 → 用KPI目标值推方向
+        condition = "NOT_NULL"
+        target = None
+
+    return {
+        "kpi_code": kpi.kpi_code,
+        "condition": condition,
+        "target_value": target,
+        "baseline_value": float(baseline_value) if baseline_value is not None else None,
+        "verify_after_days": verify_after_days,
+        "retry_max": 3,
+        "escalate_to": "任富海",
+        "notify": True,
+    }
+
+
+def backfill_kpi_value(db: Session, plan: ActionPlan, actual, rule: dict, source: str = "verify"):
+    """回填KPI当前值: 写入kpi_current_before/after + 新KPIValue记录"""
+    kpi = None
+    kpi_code = rule.get("kpi_code") if rule else None
+    # 优先按验证规则指定的KPI编码查询；无规则时才回退到plan.kpi_id
+    if kpi_code:
+        kpi = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == kpi_code).first()
+    elif plan.kpi_id:
+        kpi = db.query(KPIDefinition).filter(KPIDefinition.id == plan.kpi_id).first()
+
+    if actual is None:
+        return None
+
+    plan.kpi_current_before = plan.kpi_current_before if plan.kpi_current_before is not None else rule.get("baseline_value")
+    plan.kpi_current_after = actual
+
+    if kpi:
+        new_val = KPIValue(
+            kpi_id=kpi.id,
+            period=datetime.now().strftime("%Y-%m"),
+            actual_value=actual,
+            source_type="verify",
+            source_batch=f"verify-plan-{plan.id}",
+            data_status="verified",
+            calculated_at=datetime.now(),
+            remark=f"行动计划#{plan.id}验证回填",
+        )
+        db.add(new_val)
+        return {"kpi_id": kpi.id, "kpi_code": kpi.kpi_code}
+    return None
+
+
+@router.post("/{plan_id}")
+def verify_action_plan(plan_id: int, payload: dict, db: Session = Depends(get_db)):
+    """验证行动计划执行结果（手动验证 / Bot回填）
+
+    请求体:
+      {
+        "actual_value": 78.5,          # 可选，缺省时取KPI最新值
+        "source": "财务Bot分析",        # 来源
+        "note": "渠补谈判后...",        # 备注/验证结果详情
+        "passed": true                  # 可选，无规则时手动指定
+      }
+    """
+    plan = db.query(ActionPlan).filter(ActionPlan.id == plan_id).first()
+    if not plan:
+        raise HTTPException(404, "行动计划不存在")
+
+    rule = _parse_rule(plan.auto_verify_rule)
+    actual = payload.get("actual_value")
+    note = payload.get("note", "")
+    source = payload.get("source", "手动验证")
+
+    # 1. 无规则 → 按手动指定 passed 标记
+    if not rule or not rule.get("condition"):
+        passed = payload.get("passed", True)
+        plan.verify_status = "passed" if passed else "failed"
+        plan.verify_result = "pass" if passed else "fail"
+        plan.verify_log = (plan.verify_log or []) + [{
+            "timestamp": datetime.now().isoformat(),
+            "passed": passed,
+            "note": note,
+            "source": source,
+        }]
+        plan.verified_at = datetime.now()
+        db.commit()
+        return {"plan_id": plan_id, "verify_status": plan.verify_status, "passed": passed}
+
+    # 2. 缺省actual → 取KPI最新值
+    if actual is None:
+        kpi = None
+        kpi_code = rule.get("kpi_code")
+        if plan.kpi_id:
+            kpi = db.query(KPIDefinition).filter(KPIDefinition.id == plan.kpi_id).first()
+        elif kpi_code:
+            kpi = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == kpi_code).first()
+        if kpi:
+            latest = db.query(KPIValue).filter(
+                KPIValue.kpi_id == kpi.id,
+                KPIValue.actual_value.isnot(None),
+            ).order_by(KPIValue.calculated_at.desc(), KPIValue.id.desc()).first()
+            if latest:
+                actual = latest.actual_value
+
+    # 3. 执行条件判断
+    passed = evaluate_rule(rule, actual, kpi_data={"value": actual, "target": rule.get("target_value"), "baseline": rule.get("baseline_value")})
+
+    # 4. 回写KPI当前值
+    backfill = backfill_kpi_value(db, plan, actual, rule, source=source)
+
+    # 5. 更新状态
+    plan.verify_status = "passed" if passed else "failed"
+    plan.verify_result = "pass" if passed else "fail"
+    plan.verify_log = (plan.verify_log or []) + [{
+        "timestamp": datetime.now().isoformat(),
+        "condition": rule.get("condition"),
+        "actual_value": actual,
+        "target_value": rule.get("target_value"),
+        "passed": passed,
+        "source": source,
+        "note": note,
+    }]
+    if passed:
+        plan.status = "done"
+        plan.progress = 100
+    plan.verified_at = datetime.now()
+
+    # 6. OKR进度联动（验证通过 → +15%）
+    okr_update = None
+    if passed:
+        okr_update = update_okr_progress(db, plan)
+
+    db.commit()
+
+    # 7. 通知任总
+    if rule.get("notify", True):
+        delta = ""
+        if plan.kpi_current_before is not None and actual is not None:
+            try:
+                d = float(actual) - float(plan.kpi_current_before)
+                delta = f"（{d:+.1f}）"
+            except (TypeError, ValueError):
+                delta = ""
+        title = f"✅ 行动计划#{plan.id}验证通过" if passed else f"❌ 行动计划#{plan.id}验证失败"
+        content = (
+            f"{plan.title}\n"
+            f"KPI: {rule.get('kpi_code', '')} {plan.kpi_current_before}→{actual} {delta}\n"
+            f"规则: {rule.get('condition')} {rule.get('target_value')}\n"
+            f"来源: {source}\n"
+            f"{note}"
+        )
+        try:
+            send_wecom_message(content=content, title=title, alert_level="green" if passed else "red")
+        except Exception as e:
+            logger.warning(f"验证通知发送失败: {e}")
+
+    return {
+        "plan_id": plan_id,
+        "verify_status": plan.verify_status,
+        "kpi_current_before": plan.kpi_current_before,
+        "kpi_current_after": plan.kpi_current_after,
+        "improvement": f"{float(actual) - float(plan.kpi_current_before):+.1f}" if plan.kpi_current_before is not None and actual is not None else None,
+        "passed": passed,
+        "okr_progress": okr_update,
+        "kpi_backfill": backfill,
+        "message": (
+            f"验证通过：{plan.title}" if passed
+            else f"验证失败：{plan.title}（条件 {rule.get('condition')} {rule.get('target_value')} 未达成，当前值 {actual}）"
+        ),
+    }