feat: P0/P1/P2全部功能 — 四层泳道/视角切换/KPI看板/预警/差异反打/预算/知识面板/回顾会/情景预测/Excel导入/角色权限
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Hermes CI Fix
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"""客户维度KPI看板 API — P0-2"""
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from fastapi import APIRouter, Depends, Query, HTTPException
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from sqlalchemy.orm import Session
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from sqlalchemy import func, desc
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from typing import Optional
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from datetime import datetime, timedelta
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from app.database import get_db
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from app.auth_middleware import require_auth, require_role
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from app.models import KPIDefinition, KPIValue, KPIAlert, User
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import logging
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logger = logging.getLogger("cma.customer")
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router = APIRouter(prefix="/api/cma/customer-dashboard", tags=["客户看板"],
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dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
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)
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def parse_period(period_type: str, start_date: str = None, end_date: str = None):
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"""解析时间区间"""
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today = datetime.now()
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if period_type == "month":
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start = today.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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elif period_type == "quarter":
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q = (today.month - 1) // 3
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start = today.replace(month=q*3+1, day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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elif period_type == "year":
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start = today.replace(month=1, day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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elif period_type == "custom" and start_date and end_date:
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start = datetime.strptime(start_date, "%Y-%m-%d")
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end = datetime.strptime(end_date, "%Y-%m-%d") + timedelta(days=1)
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else:
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start = today.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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return start, end
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@router.get("")
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def list_customer_kpis(
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period: str = Query("month"),
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start_date: str = Query(None),
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end_date: str = Query(None),
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db: Session = Depends(get_db),
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current_user: User = Depends(require_auth),
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):
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"""获取客户维度KPI列表（含最新值、预警、趋势）"""
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start, end = parse_period(period, start_date, end_date)
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period_str = start.strftime("%Y-%m")
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# 只查 customer 维度的 KPI
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kpis = db.query(KPIDefinition).filter(
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KPIDefinition.status == "active",
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KPIDefinition.dimension == "customer",
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).order_by(KPIDefinition.kpi_code).all()
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result = []
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for k in kpis:
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base_query = db.query(KPIValue).filter(KPIValue.kpi_id == k.id)
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if period == "month":
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latest = base_query.filter(KPIValue.period == period_str).order_by(KPIValue.id.desc()).first()
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elif period == "quarter":
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q_month = (datetime.now().month - 1) // 3
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months = [f"{datetime.now().year}-{m:02d}" for m in range(q_month*3+1, q_month*3+4)]
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values = base_query.filter(KPIValue.period.in_(months)).all()
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latest_val = sum(v.actual_value for v in values if v.actual_value) if values else None
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latest = type('obj', (object,), {"actual_value": latest_val, "period": f"{months[0]}~{months[-1]}"})() if latest_val else None
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elif period == "year":
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values = base_query.filter(KPIValue.period.like(f"{period_str[:4]}%")).all()
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latest_val = sum(v.actual_value for v in values if v.actual_value) if values else None
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latest = type('obj', (object,), {"actual_value": latest_val, "period": period_str[:4]})() if latest_val else None
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elif period == "custom" and start_date and end_date:
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periods = []
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d = start
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while d <= end:
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periods.append(d.strftime("%Y-%m"))
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d += timedelta(days=32)
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d = d.replace(day=1)
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values = base_query.filter(KPIValue.period.in_(set(periods))).all()
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latest_val = sum(v.actual_value for v in values if v.actual_value) if values else None
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latest = type('obj', (object,), {"actual_value": latest_val, "period": f"{start_date}~{end_date}"})() if latest_val else None
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else:
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latest = base_query.order_by(KPIValue.period.desc()).first()
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# 最新预警
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alert = db.query(KPIAlert).filter(
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KPIAlert.kpi_id == k.id,
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KPIAlert.status == "pending",
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).order_by(KPIAlert.id.desc()).first()
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# 趋势（环比变化率）
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trend = None
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achievement_rate = None
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period_values = []
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if latest and latest.actual_value:
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prev_period_str = None
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if period == "month":
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year_s, month_s = period_str.split("-")
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y_s, m_s = int(year_s), int(month_s)
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m_s -= 1
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if m_s <= 0:
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m_s += 12
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y_s -= 1
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prev_period_str = f"{y_s}-{m_s:02d}"
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if prev_period_str:
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prev_val = db.query(KPIValue).filter(
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KPIValue.kpi_id == k.id,
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KPIValue.period == prev_period_str,
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).order_by(KPIValue.id.desc()).first()
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if prev_val and prev_val.actual_value and prev_val.actual_value > 0:
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trend = round((latest.actual_value - prev_val.actual_value) / prev_val.actual_value * 100, 2)
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elif prev_val and prev_val.actual_value and prev_val.actual_value == 0:
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trend = 100.0 if latest.actual_value > 0 else 0
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# 达成率
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if latest and latest.actual_value and k.target_value and k.target_value > 0:
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achievement_rate = round(latest.actual_value / k.target_value * 100, 1)
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# 最近6期趋势数据
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period_q = db.query(KPIValue).filter(
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KPIValue.kpi_id == k.id,
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).order_by(KPIValue.period.desc()).limit(6).all()
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period_values = [
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{"period": v.period, "value": v.actual_value}
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for v in reversed(period_q) if v.actual_value is not None
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]
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result.append({
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"id": k.id,
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"kpi_code": k.kpi_code,
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"kpi_name": k.kpi_name,
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"dimension": k.dimension,
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"category": k.category,
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"unit": k.unit,
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"target_value": k.target_value,
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"actual_value": latest.actual_value if latest else None,
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"period": latest.period if latest else None,
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"alert_level": alert.alert_level if alert else "none",
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"alert_message": alert.alert_message if alert else None,
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"frequency": k.frequency,
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"responsible_dept": k.responsible_dept,
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"responsible_user": k.responsible_user,
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"trend": trend,
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"achievement_rate": achievement_rate,
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"period_values": period_values,
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"kpi_name": k.kpi_name,
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})
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return {"data": result, "period": period, "total": len(result)}
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@router.get("/trend/{kpi_id}")
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def get_kpi_trend(
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kpi_id: int,
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months: int = Query(12, ge=3, le=24),
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db: Session = Depends(get_db),
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):
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"""获取单个KPI的历史趋势数据"""
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kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
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if not kpi:
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raise HTTPException(404, "KPI不存在")
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# 获取最近N期数据
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values = db.query(KPIValue).filter(
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KPIValue.kpi_id == kpi_id,
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).order_by(KPIValue.period.desc()).limit(months).all()
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trend_data = [
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{"period": v.period, "value": v.actual_value}
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for v in reversed(values) if v.actual_value is not None
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]
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# 计算预警水平和触发时间
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alerts = db.query(KPIAlert).filter(
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KPIAlert.kpi_id == kpi_id,
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).order_by(KPIAlert.created_at.desc()).limit(10).all()
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alert_logs = [
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{
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"level": a.alert_level,
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"message": a.alert_message,
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"time": a.created_at.isoformat() if a.created_at else None,
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"status": a.status,
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}
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for a in alerts
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]
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return {
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"kpi": {
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"id": kpi.id,
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"kpi_code": kpi.kpi_code,
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"kpi_name": kpi.kpi_name,
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"target_value": kpi.target_value,
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"unit": kpi.unit,
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"threshold_green": kpi.threshold_green,
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"threshold_yellow": kpi.threshold_yellow,
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"threshold_red": kpi.threshold_red,
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},
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"trend_data": trend_data,
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"alerts": alert_logs,
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}
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@router.get("/summary")
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def get_customer_summary(
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period: str = Query("month"),
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db: Session = Depends(get_db),
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):
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"""客户维度概要统计"""
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total = db.query(func.count(KPIDefinition.id)).filter(
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KPIDefinition.status == "active",
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KPIDefinition.dimension == "customer",
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).scalar() or 0
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# 预警统计
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pending_alerts = db.query(func.count(KPIAlert.id)).filter(
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KPIAlert.status == "pending",
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KPIAlert.kpi_id.in_(
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db.query(KPIDefinition.id).filter(
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KPIDefinition.status == "active",
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KPIDefinition.dimension == "customer",
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)
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),
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).scalar() or 0
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# 二级类别分布
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cat_stats = db.query(
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KPIDefinition.category,
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func.count(KPIDefinition.id),
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).filter(
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KPIDefinition.status == "active",
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KPIDefinition.dimension == "customer",
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).group_by(KPIDefinition.category).all()
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return {
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"total": total,
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"pending_alerts": pending_alerts,
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"category_stats": [{"category": c[0], "count": c[1]} for c in cat_stats],
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}
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