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/templates.py

@@ -0,0 +1,158 @@
+"""KPI模板库 API — 管理会计OS
+支持系统预置模板 + 用户自定义模板
+从模板实例化创建KPI时，复制模板快照到kpi_definitions"""
+from fastapi import APIRouter, Depends, HTTPException, Query
+from sqlalchemy.orm import Session
+from typing import Optional
+from datetime import datetime
+
+from app.database import get_db
+from app.auth_middleware import require_role
+from app.models import KPITemplate, KPIDefinition, OperationLog
+
+router = APIRouter(prefix="/api/cma/templates", tags=["KPI模板库"],
+    dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
+)
+
+WRITE_ROLES = Depends(require_role("ceo", "finance", "it"))
+
+
+def template_to_dict(t):
+    return {c.name: getattr(t, c.name) for c in t.__table__.columns}
+
+
+@router.get("")
+def list_templates(
+    dimension: Optional[str] = None,
+    category: Optional[str] = None,
+    keyword: Optional[str] = None,
+    is_system: Optional[int] = None,
+    db: Session = Depends(get_db),
+):
+    """获取模板列表，支持按维度/类别/关键字筛选"""
+    query = db.query(KPITemplate)
+    if dimension:
+        query = query.filter(KPITemplate.dimension == dimension)
+    if category:
+        query = query.filter(KPITemplate.category == category)
+    if keyword:
+        query = query.filter(KPITemplate.kpi_name.contains(keyword))
+    if is_system is not None:
+        query = query.filter(KPITemplate.is_system == is_system)
+    templates = query.order_by(KPITemplate.is_system.desc(), KPITemplate.kpi_code).all()
+    return {"total": len(templates), "data": [template_to_dict(t) for t in templates]}
+
+
+@router.get("/{template_id}")
+def get_template(template_id: int, db: Session = Depends(get_db)):
+    t = db.query(KPITemplate).filter(KPITemplate.id == template_id).first()
+    if not t:
+        raise HTTPException(404, "模板不存在")
+    return template_to_dict(t)
+
+
+@router.post("")
+def create_template(data: dict, db: Session = Depends(get_db), user=WRITE_ROLES):
+    """用户创建自定义模板"""
+    existing = db.query(KPITemplate).filter(KPITemplate.kpi_code == data.get("kpi_code", "")).first()
+    if existing:
+        raise HTTPException(400, f"模板编码 {data['kpi_code']} 已存在")
+    t = KPITemplate(
+        kpi_code=data.get("kpi_code"),
+        kpi_name=data.get("kpi_name"),
+        dimension=data.get("dimension"),
+        category=data.get("category"),
+        formula=data.get("formula"),
+        formula_desc=data.get("formula_desc"),
+        unit=data.get("unit", "%"),
+        target_value=data.get("target_value"),
+        description=data.get("description"),
+        is_system=0,  # 用户创建的永远不是系统模板
+        usage_count=0,
+    )
+    db.add(t)
+    db.commit()
+    db.refresh(t)
+    _log(db, 1, "create", "template", t.id, {"kpi_code": t.kpi_code, "kpi_name": t.kpi_name})
+    return template_to_dict(t)
+
+
+@router.put("/{template_id}")
+def update_template(template_id: int, data: dict, db: Session = Depends(get_db), user=WRITE_ROLES):
+    """修改自定义模板（系统预置不可修改）"""
+    t = db.query(KPITemplate).filter(KPITemplate.id == template_id).first()
+    if not t:
+        raise HTTPException(404, "模板不存在")
+    if t.is_system:
+        raise HTTPException(403, "系统预置模板不可修改")
+    for k, v in data.items():
+        if hasattr(t, k) and v is not None:
+            setattr(t, k, v)
+    db.commit()
+    return template_to_dict(t)
+
+
+@router.delete("/{template_id}")
+def delete_template(template_id: int, db: Session = Depends(get_db), user=WRITE_ROLES):
+    """删除自定义模板（系统预置不可删除）"""
+    t = db.query(KPITemplate).filter(KPITemplate.id == template_id).first()
+    if not t:
+        raise HTTPException(404, "模板不存在")
+    if t.is_system:
+        raise HTTPException(403, "系统预置模板不可删除")
+    db.delete(t)
+    db.commit()
+    return {"message": "模板已删除"}
+
+
+@router.post("/{template_id}/instantiate")
+def instantiate_template(template_id: int, data: dict, db: Session = Depends(get_db), user=WRITE_ROLES):
+    """从模板实例化创建KPI，复制模板快照到kpi_definitions"""
+    t = db.query(KPITemplate).filter(KPITemplate.id == template_id).first()
+    if not t:
+        raise HTTPException(404, "模板不存在")
+
+    kpi_code = data.get("kpi_code", t.kpi_code)
+    kpi_name = data.get("kpi_name", t.kpi_name)
+
+    # 检查编码唯一性
+    existing = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == kpi_code).first()
+    if existing:
+        raise HTTPException(400, f"KPI编码 {kpi_code} 已存在，请修改")
+
+    kpi = KPIDefinition(
+        template_id=t.id,
+        is_system=0,  # 从模板实例化的KPI不是系统预置
+        kpi_code=kpi_code,
+        kpi_name=kpi_name,
+        dimension=data.get("dimension", t.dimension),
+        category=data.get("category", t.category),
+        formula=data.get("formula", t.formula),
+        formula_desc=data.get("formula_desc", t.formula_desc),
+        unit=data.get("unit", t.unit or "%"),
+        target_value=data.get("target_value", t.target_value),
+        objective=data.get("objective"),
+        data_source_type=data.get("data_source_type", "manual"),
+        frequency=data.get("frequency", "monthly"),
+        responsible_dept=data.get("responsible_dept"),
+        responsible_user=data.get("responsible_user"),
+        status="active",
+    )
+    db.add(kpi)
+    db.commit()
+    db.refresh(kpi)
+
+    # 更新模板使用计数
+    t.usage_count = (t.usage_count or 0) + 1
+    db.commit()
+
+    _log(db, 1, "create", "kpi", kpi.id, {"from_template": template_id, "kpi_code": kpi.kpi_code})
+    return {c.name: getattr(kpi, c.name) for c in kpi.__table__.columns}
+
+
+def _log(db, user_id, action, target_type, target_id, detail):
+    import json
+    log = OperationLog(user_id=user_id, action=action, target_type=target_type,
+                       target_id=target_id, detail=json.dumps(detail, ensure_ascii=False) if detail else None)
+    db.add(log)
+    db.commit()