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

backend/app/api/knowledge.py

@@ -0,0 +1,156 @@
+"""知识摘要 API — 管理会计OS持久记忆
+
+提供:
+- 查询最近摘要列表
+- 查询单个摘要详情
+- 手动触发各层级摘要生成
+- 查询未摘要的事件
+"""
+
+from fastapi import APIRouter, Depends, HTTPException, Query
+from sqlalchemy.orm import Session
+from sqlalchemy import func, desc
+from datetime import datetime, timedelta
+from typing import Optional
+
+from app.database import get_db
+from app.auth_middleware import require_role
+from app.models import KnowledgeEvent, KnowledgeSummary
+from app.services.knowledge_service import (
+    generate_summary_sync,
+    generate_daily_sync,
+    generate_weekly_sync,
+    generate_monthly_sync,
+    get_last_summary,
+    extract_events,
+)
+import logging
+
+logger = logging.getLogger("cma.knowledge_api")
+
+router = APIRouter(prefix="/api/cma/knowledge", tags=["知识摘要"],
+    dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
+)
+
+
+def summary_to_dict(s: KnowledgeSummary) -> dict:
+    return {
+        "id": s.id,
+        "level": s.level,
+        "period_key": s.period_key,
+        "title": s.title,
+        "content": s.content,
+        "kpi_changes": s.kpi_changes,
+        "decision_points": s.decision_points,
+        "key_metrics": s.key_metrics,
+        "prev_summary_id": s.prev_summary_id,
+        "model": s.model,
+        "is_stale": s.is_stale,
+        "created_at": s.created_at.isoformat() if s.created_at else None,
+    }
+
+
+# ── 查询 ──
+
+
+@router.get("/summaries")
+def list_summaries(
+    level: Optional[str] = None,
+    limit: int = 20,
+    offset: int = 0,
+    db: Session = Depends(get_db),
+):
+    """获取摘要列表，按层级筛选，按时间倒序"""
+    query = db.query(KnowledgeSummary)
+    if level:
+        query = query.filter(KnowledgeSummary.level == level)
+    query = query.order_by(desc(KnowledgeSummary.id)).offset(offset).limit(limit)
+    total = db.query(func.count(KnowledgeSummary.id)).select_from(KnowledgeSummary)
+    if level:
+        total = total.filter(KnowledgeSummary.level == level)
+    total = total.scalar()
+    return {
+        "total": total,
+        "items": [summary_to_dict(s) for s in query.all()],
+    }
+
+
+@router.get("/summaries/latest")
+def latest_summary(
+    level: str = Query("daily", description="层级: daily/weekly/monthly/cumulative"),
+    db: Session = Depends(get_db),
+):
+    """获取指定层级的最新摘要"""
+    s = get_last_summary(db, level)
+    if not s:
+        return {"detail": f"没有{level}层级的摘要"}, 404
+    return summary_to_dict(s)
+
+
+@router.get("/summaries/{summary_id}")
+def get_summary(summary_id: int, db: Session = Depends(get_db)):
+    """获取单条摘要详情"""
+    s = db.query(KnowledgeSummary).filter(KnowledgeSummary.id == summary_id).first()
+    if not s:
+        raise HTTPException(status_code=404, detail="摘要不存在")
+    return summary_to_dict(s)
+
+
+# ── 事件查询 ──
+
+
+@router.get("/events")
+def list_events(
+    since: Optional[str] = None,
+    until: Optional[str] = None,
+    limit: int = 50,
+    db: Session = Depends(get_db),
+):
+    """查询未摘要的原始事件
+
+    如果不传时间，默认返回最近7天的操作记录和预警。
+    """
+    try:
+        dt_since = datetime.fromisoformat(since) if since else datetime.utcnow() - timedelta(days=7)
+        dt_until = datetime.fromisoformat(until) if until else datetime.utcnow()
+    except ValueError:
+        raise HTTPException(status_code=400, detail="时间格式错误，请使用 ISO 格式如 2026-06-01T00:00:00")
+
+    events = extract_events(db, dt_since, dt_until)
+    return {"since": dt_since.isoformat(), "until": dt_until.isoformat(), "total": len(events), "events": events[:limit]}
+
+
+# ── 手动触发 ──
+
+
+@router.post("/generate/daily")
+def trigger_daily_summary(db: Session = Depends(get_db)):
+    """手动触发每日摘要生成"""
+    try:
+        result = generate_daily_sync(db)
+        return {"message": "每日摘要已生成", "summary": result}
+    except Exception as e:
+        logger.exception("每日摘要生成失败")
+        raise HTTPException(status_code=500, detail=f"生成失败: {str(e)}")
+
+
+@router.post("/generate/weekly")
+def trigger_weekly_summary(db: Session = Depends(get_db)):
+    """手动触发周度摘要生成"""
+    try:
+        result = generate_weekly_sync(db)
+        return {"message": "周度摘要已生成", "summary": result}
+    except Exception as e:
+        logger.exception("周度摘要生成失败")
+        raise HTTPException(status_code=500, detail=f"生成失败: {str(e)}")
+
+
+@router.post("/generate/monthly")
+def trigger_monthly_summary(db: Session = Depends(get_db)):
+    """手动触发月度摘要生成"""
+    try:
+        result = generate_monthly_sync(db)
+        return {"message": "月度摘要已生成", "summary": result}
+    except Exception as e:
+        logger.exception("月度摘要生成失败")
+        raise HTTPException(status_code=500, detail=f"生成失败: {str(e)}")