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feat(budget): effective-version caliber + process-order tabs + 4 missing rings

Browse Source 
Task: CMA-20261003 (budget module governance). Local commit only; push is
gated on release approval (see report).

Backend
- app/utils/budget_status.py (new): single source for the effective-version
  caliber. EFFECTIVE_STATUSES = approved + active; effective_plan_clause()
  enforces entity isolation; pick_effective() priority active > approved >
  updated_at desc. Fixes: approved budgets disappeared from the execution
  surface because the three queries only read status='active'.
- budget.py: /comparison, /comparison/kpi/{id}, /deviation-check now read the
  effective surface; versions list gains is_effective / can_release fields;
  submit/approve are fail-closed (draft|active -> submitted -> approved).
- deviation_engine.get_budget_for_kpi: effective surface + deterministic pick.
- 4 missing rings, zero DDL, appended to the same router:
  POST /versions/release (approved -> active, idempotent by operation_logs),
  POST /adjustments (derive a new draft version, base rows untouched),
  GET /control/status (effective budget vs actual -> ok/warn/over),
  GET /assessment (achieve rate + A/B/C/D grade).
  Audit rows written through app.utils.oplog.log_op with entity_id.

Frontend
- BudgetManagement.vue: top-level tabs reordered to the process order
  (strategy, method, driver, input, decompose, versions, release, execution,
  deviation, adjust, assess, rolling). Pane name values unchanged, so old
  bookmarks keep working; routes unchanged.
- Cash classify rules / unclassified queue moved to /cash-plan
  (components/CashClassifyPanel.vue); budget actual-value collection moved to
  /data-manage (components/BudgetCollectPanel.vue). Mount points only: no
  change to cash_plans data, classify logic, collection logic or kpi_values.
- api/index.ts: 4 ring endpoints exposed.

Docs / tests
- docs/budget-module-governance-design.md: phase-0 design doc (status machine,
  tab order, domain boundaries, 4-ring design, cleanup write pack scope).
- tests/test_budget_status_machine.py (new): effective surface, version
  guards, release idempotency, adjustment, control and assessment.
- tests/test_budget.py: existing cases adapted to the fail-closed contract.

(cherry picked from commit 4267fc4d25ee45c5675a541af9777be96fe9f9c2)
This commit is contained in:
Hermes CI Fix
2026-10-18 16:32:55 +08:00
parent 75a48f55d2
commit fa1267c323
12 changed files with 1777 additions and 549 deletions
Download Patch File Download Diff File Expand all files Collapse all files
frontend/src/api/index.ts
+5
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@@ -263,6 +263,11 @@ export const budgetApi = {
cashUnclassified: (params?: any) => api.get('/budget/cash-unclassified', { params }),
classifyCashUnclassified: (id: number, data: any) => api.post(`/budget/cash-unclassified/${id}/classify`, data),
ignoreCashUnclassified: (id: number) => api.post(`/budget/cash-unclassified/${id}/ignore`),
// 预算治理四环（budget-governance 2026-10-03）：控制状态 / 下达 / 调整 / 考核
versionRelease: (data: any) => api.post('/budget/versions/release', data),
adjustments: (data: any) => api.post('/budget/adjustments', data),
assessment: (params?: any) => api.get('/budget/assessment', { params }),
controlStatus: (params?: any) => api.get('/budget/control/status', { params }),
}
export const costApi = {
frontend/src/components/BudgetCollectPanel.vue
+288
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@@ -0,0 +1,288 @@
<template>
<div>
<el-row :gutter="16" style="margin-bottom:16px;">
<el-col :span="6" v-for="c in collectCoverageCards" :key="c.label">
<el-card shadow="hover"><div style="text-align:center;"><div style="font-size:12px;color:#999;">{{ c.label }}</div><div style="font-size:22px;font-weight:600;margin-top:4px;" :style="{color: c.color}">{{ c.value }}</div></div></el-card>
</el-col>
</el-row>
<el-tabs v-model="collectTab" type="border-card" style="margin-top:4px;">
<el-tab-pane label="取数映射" name="mappings">
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;flex-wrap:wrap;">
<el-select v-model="collectKpiId" placeholder="选择KPI(可选)" filterable clearable style="width:220px;" @change="loadValueSources">
<el-option v-for="k in zbbKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
</el-select>
<el-button type="primary" @click="showValueSourceDialog = true">+ 新建映射</el-button>
<el-button type="warning" :loading="collectRunning" @click="runValueCollect">▶ 立即采集</el-button>
<el-button @click="loadCollectData">刷新</el-button>
</div>
<el-table :data="valueSources" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="100" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="120" />
<el-table-column prop="source_table" label="源头表" width="160">
<template #default="{ row }"><el-tag size="small">{{ row.source_table }}</el-tag></template>
</el-table-column>
<el-table-column prop="source_field" label="金额字段" width="110" />
<el-table-column prop="aggregate" label="聚合" width="70" />
<el-table-column label="过滤规则" width="140">
<template #default="{ row }"><span style="font-size:12px;">{{ JSON.stringify(row.filter_rule || {}) }}</span></template>
</el-table-column>
<el-table-column prop="unit_conversion" label="倍率" width="60" />
<el-table-column label="状态" width="80">
<template #default="{ row }"><el-tag size="small" :type="row.status === 'active' ? 'success' : 'info'">{{ row.status === 'active' ? '启用' : '停用' }}</el-tag></template>
</el-table-column>
<el-table-column label="操作" width="160" fixed="right">
<template #default="{ row }">
<el-button size="small" link type="primary" @click="testValueSource(row)">试跑</el-button>
<el-button size="small" link type="warning" @click="toggleValueSource(row)">{{ row.status === 'active' ? '停用' : '启用' }}</el-button>
<el-button size="small" link type="danger" @click="deleteValueSource(row)">删除</el-button>
</template>
</el-table-column>
</el-table>
</el-tab-pane>
<el-tab-pane label="实际值标签" name="values">
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;">
<el-radio-group v-model="valueTagFilter" size="small">
<el-radio-button value="auto_collect">已自动归集</el-radio-button>
<el-radio-button value="manual">需人工确认</el-radio-button>
<el-radio-button value="all">全部</el-radio-button>
</el-radio-group>
<span style="font-size:12px;color:#999;">对账页将按数据来源分类显示，自动归集数据可追溯采集批次</span>
</div>
<el-table :data="valueTagRows" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="100" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="120" />
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="actual_value" label="实际值" width="110"><template #default="{ row }">{{ formatNumber(row.actual_value) }}</template></el-table-column>
<el-table-column label="来源" width="130">
<template #default="{ row }">
<el-tag v-if="row.source_type === 'auto_collect'" size="small" type="success">已自动归集</el-tag>
<el-tag v-else-if="row.source_type === 'manual' || row.source_type === 'excel'" size="small" type="warning">需人工确认</el-tag>
<el-tag v-else size="small" type="info">{{ row.source_type || 'manual' }}</el-tag>
</template>
</el-table-column>
<el-table-column prop="source_batch" label="采集批次" width="170"><template #default="{ row }"><span style="font-size:12px;">{{ row.source_batch || '--' }}</span></template></el-table-column>
<el-table-column prop="remark" label="备注" min-width="150" />
</el-table>
</el-tab-pane>
<el-tab-pane label="采集日志" name="logs">
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;">
<el-select v-model="collectLogStatus" placeholder="状态" clearable style="width:110px;" size="small">
<el-option label="成功" value="success" /><el-option label="失败" value="failed" />
</el-select>
<el-button size="small" type="primary" @click="loadCollectLogs">查询</el-button>
</div>
<el-table :data="collectLogs" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="100" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="110" />
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="source_table" label="源头表" width="140" />
<el-table-column prop="collected_value" label="采集值" width="100"><template #default="{ row }">{{ formatNumber(row.collected_value) }}</template></el-table-column>
<el-table-column label="状态" width="80">
<template #default="{ row }"><el-tag size="small" :type="row.status === 'success' ? 'success' : 'danger'">{{ row.status === 'success' ? '成功' : '失败' }}</el-tag></template>
</el-table-column>
<el-table-column prop="message" label="说明" min-width="180" />
<el-table-column prop="collected_at" label="采集时间" width="160" />
</el-table>
</el-tab-pane>
</el-tabs>
</div>
<!-- P1-④ 取数映射新建弹窗 -->
<MyDialog v-model="showValueSourceDialog" title="新建取数映射" :width="560">
<el-form :model="valueSourceForm" label-width="100px">
<el-form-item label="目标KPI">
<el-select v-model="valueSourceForm.kpi_id" filterable style="width:100%;">
<el-option v-for="k in zbbKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
</el-select>
</el-form-item>
<el-form-item label="源头表">
<el-select v-model="valueSourceForm.source_table" style="width:100%;">
<el-option label="网银凭证明细 voucher_details" value="voucher_details" />
<el-option label="库存汇总 product_inventory" value="product_inventory" />
<el-option label="库存明细 product_inventory_detail" value="product_inventory_detail" />
<el-option label="收付款计划 cash_plans" value="cash_plans" />
</el-select>
</el-form-item>
<el-form-item label="金额字段">
<el-select v-model="valueSourceForm.source_field" style="width:100%;">
<el-option v-for="f in ['credit_amount','debit_amount','amount','qty','out_amount','in_amount','end_amount']" :key="f" :label="f" :value="f" />
</el-select>
</el-form-item>
<el-form-item label="聚合方式">
<el-select v-model="valueSourceForm.aggregate" style="width:120px;"><el-option v-for="a in ['sum','avg','count','max','min']" :key="a" :label="a" :value="a" /></el-select>
</el-form-item>
<el-form-item label="方向过滤">
<el-select v-model="valueSourceForm.direction" clearable placeholder="不限定" style="width:150px;">
<el-option label="贷方(收入)" value="credit" /><el-option label="借方(支出)" value="debit" />
</el-select>
</el-form-item>
<el-form-item label="科目过滤"><el-input v-model="valueSourceForm.subject_code" placeholder="如: 6601 销售费用" /></el-form-item>
<el-form-item label="期间字段">
<el-select v-model="valueSourceForm.period_field" style="width:150px;"><el-option label="period" value="period" /><el-option label="voucher_date" value="voucher_date" /></el-select>
</el-form-item>
<el-form-item label="单位倍率"><el-input-number v-model="valueSourceForm.unit_conversion" :min="0.0001" :precision="4" style="width:150px;" /><span style="font-size:12px;color:#999;margin-left:6px;">元→万元填 0.0001</span></el-form-item>
</el-form>
<template #footer><el-button @click="showValueSourceDialog = false">取消</el-button><el-button type="primary" @click="saveValueSource">保存</el-button></template>
</MyDialog>
</template>
<script setup lang="ts">
import { ref, onMounted } from 'vue'
import { ElMessage, ElMessageBox } from 'element-plus'
import { budgetApi, kpiApi } from '../api/index'
import MyDialog from './MyDialog.vue'
const currentYear = new Date().getFullYear()
const currentMonth = new Date().getMonth() + 1
function getEntityId() {
return Number(localStorage.getItem('cma_entity_id') || 1)
}
function formatNumber(v: any, unit?: string) { if (v === null || v === undefined) return '--'; const n = Number(v); const p = unit === '%' ? 2 : 0; return n.toLocaleString('zh-CN', { minimumFractionDigits: p, maximumFractionDigits: p }) + (unit ? ` ${unit}` : '') }
// ── 通用KPI选项 / 期间（自 BudgetManagement.vue 迁入，原为 method 与 collect 共用；此处组件内自带一份） ──
const zbbKpiOptions = ref<any[]>([])
async function loadKpiOptions() {
try {
const r: any = await kpiApi.list({ page_size: 200, entity_id: getEntityId() })
const d = r.data || r || []
zbbKpiOptions.value = Array.isArray(d) ? d : (d.items || [])
} catch { zbbKpiOptions.value = [] }
}
const zbbPeriod = ref(`${currentYear}-${String(currentMonth).padStart(2, '0')}`)
// ══════════════════════════════════════════════
// P1-④ 实际值自动归集
// ══════════════════════════════════════════════
const collectTab = ref('mappings')
const collectKpiId = ref<number | null>(null)
const collectCoverageCards = ref<any[]>([])
const valueSources = ref<any[]>([])
const showValueSourceDialog = ref(false)
const valueSourceForm = ref<any>({})
const collectRunning = ref(false)
const collectLogStatus = ref('')
const collectLogs = ref<any[]>([])
const valueTagFilter = ref('auto_collect')
const valueTagRows = ref<any[]>([])
async function loadCollectData() {
await Promise.all([loadValueSources(), loadCollectCoverage(), loadValueTags(), loadCollectLogs()])
}
async function loadValueSources() {
try {
const params: any = { entity_id: getEntityId() }
if (collectKpiId.value) params.kpi_id = collectKpiId.value
const r: any = await budgetApi.valueSources(params)
valueSources.value = r.data || []
} catch { valueSources.value = [] }
}
async function loadCollectCoverage() {
try {
const r: any = await budgetApi.valueSourceCoverage({ entity_id: getEntityId() })
const c = r.data || r || {}
collectCoverageCards.value = [
{ label: '已配映射KPI', value: c.mapped_count ?? 0, color: '#409eff' },
{ label: '活跃KPI总数', value: c.total_kpis ?? 0, color: '#606266' },
{ label: '覆盖率', value: `${c.coverage_pct ?? 0}%`, color: '#67c23a' },
{ label: '未配置KPI', value: c.unmapped_count ?? 0, color: '#e6a23c' },
]
} catch { collectCoverageCards.value = [] }
}
async function loadValueTags() {
try {
const r: any = await kpiApi.list({ page_size: 100, entity_id: getEntityId() })
const d = r.data || r || []
const kpis = Array.isArray(d) ? d : (d.items || [])
const rows: any[] = []
for (const k of kpis) {
const vr: any = await kpiApi.values(k.id, { entity_id: getEntityId() }).catch(() => null)
const vals = vr?.data || []
for (const v of (Array.isArray(vals) ? vals : (vals.items || []))) {
rows.push({ kpi_code: k.kpi_code, kpi_name: k.kpi_name, period: v.period, actual_value: v.actual_value, source_type: v.source_type || 'manual', source_batch: v.source_batch || '', remark: v.remark || '' })
}
}
const recent = rows.filter((r: any) => r.actual_value != null).sort((a: any, b: any) => (b.period || '').localeCompare(a.period || '')).slice(0, 100)
valueTagRows.value = valueTagFilter.value === 'all' ? recent : recent.filter((r: any) => (valueTagFilter.value === 'auto_collect' ? r.source_type === 'auto_collect' : r.source_type !== 'auto_collect'))
} catch { valueTagRows.value = [] }
}
async function loadCollectLogs() {
try {
const params: any = { entity_id: getEntityId() }
if (collectLogStatus.value) params.status = collectLogStatus.value
const r: any = await budgetApi.valueCollectLogs(params)
collectLogs.value = r.data || []
} catch { collectLogs.value = [] }
}
function openValueSourceDialog() {
valueSourceForm.value = { kpi_id: null, source_table: 'voucher_details', source_field: 'credit_amount', aggregate: 'sum', direction: '', subject_code: '', period_field: 'period', unit_conversion: 1 }
showValueSourceDialog.value = true
}
async function saveValueSource() {
const f = valueSourceForm.value
if (!f.kpi_id) { ElMessage.warning('请选择KPI'); return }
const filter: any = {}
if (f.direction) filter.direction = f.direction
if (f.subject_code) filter.subject_code = f.subject_code
try {
await budgetApi.createValueSource({
kpi_id: f.kpi_id,
source_table: f.source_table,
source_field: f.source_field,
aggregate: f.aggregate,
filter_rule: Object.keys(filter).length ? filter : null,
period_field: f.period_field,
unit_conversion: f.unit_conversion,
entity_id: getEntityId(),
})
ElMessage.success('映射已创建')
showValueSourceDialog.value = false
loadValueSources()
loadCollectCoverage()
} catch (e: any) { ElMessage.error(e?.response?.data?.detail || '创建失败') }
}
async function deleteValueSource(row: any) {
try {
await ElMessageBox.confirm(`确认删除映射（${row.kpi_name} ← ${row.source_table}）？`, '确认')
await budgetApi.deleteValueSource(row.id)
ElMessage.success('已删除')
loadValueSources()
loadCollectCoverage()
} catch { }
}
async function toggleValueSource(row: any) {
try {
await budgetApi.updateValueSource(row.id, { status: row.status === 'active' ? 'inactive' : 'active' })
row.status = row.status === 'active' ? 'inactive' : 'active'
} catch { ElMessage.error('操作失败') }
}
async function testValueSource(row: any) {
try {
const r: any = await budgetApi.testValueSource({
kpi_id: row.kpi_id,
source_table: row.source_table,
source_field: row.source_field,
aggregate: row.aggregate,
filter_rule: row.filter_rule,
period_field: row.period_field,
unit_conversion: row.unit_conversion,
period: zbbPeriod.value,
})
const d = r.data || r
if (d.success) ElMessage.success(`试跑值: ${formatNumber(d.value)} (${d.message || ''})`)
else ElMessage.error(`试跑失败: ${d.message || ''}`)
} catch { ElMessage.error('试跑失败') }
}
async function runValueCollect() {
collectRunning.value = true
try {
const r: any = await budgetApi.runValueCollect({ period: zbbPeriod.value, entity_id: getEntityId() })
const d = r.data || r
ElMessage.success(`采集完成: 成功${d.collected ?? 0} 失败${d.failed ?? 0}`)
loadCollectData()
} catch { ElMessage.error('采集失败') }
collectRunning.value = false
}
onMounted(() => { loadKpiOptions(); loadCollectData() })
</script>
frontend/src/components/CashClassifyPanel.vue
+175
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@@ -0,0 +1,175 @@
<template>
<div>
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;flex-wrap:wrap;">
<el-button type="warning" :loading="syncingCash" @click="syncCashPlans">⇄ 同步现金流计划</el-button>
<span style="font-size:12px;color:#999;">同步预算KPI到收付款计划后，未命中分类规则的KPI进入待分类队列</span>
</div>
<!-- P2-⑥ 现金流分类规则 + 待分类队列 -->
<el-row :gutter="16" style="margin-top:20px;">
<el-col :span="12">
<el-card shadow="never">
<template #header>
<div style="display:flex;justify-content:space-between;align-items:center;">
<span><strong>现金流分类规则</strong> <span style="font-size:12px;color:#999;">（KPI→receive/pay 可维护）</span></span>
<el-button type="primary" size="small" @click="showClassifyRuleDialog = true">+ 新建规则</el-button>
</div>
</template>
<el-table :data="cashClassifyRules" border stripe size="small" style="width:100%;" max-height="240">
<el-table-column prop="kpi_code" label="KPI编码" width="110"><template #default="{ row }">{{ row.kpi_code || row.kpi_code_pattern || '--' }}</template></el-table-column>
<el-table-column prop="kpi_name" label="名称/关键词" min-width="110"><template #default="{ row }">{{ row.kpi_name || row.kpi_code_pattern || '--' }}</template></el-table-column>
<el-table-column label="类型" width="80">
<template #default="{ row }"><el-tag size="small" :type="row.plan_type === 'receive' ? 'success' : 'danger'">{{ row.plan_type === 'receive' ? '收' : '付' }}</el-tag></template>
</el-table-column>
<el-table-column prop="priority" label="优先级" width="70" />
<el-table-column label="操作" width="80" fixed="right">
<template #default="{ row }"><el-button size="small" link type="danger" @click="deleteClassifyRule(row)">删除</el-button></template>
</el-table-column>
</el-table>
</el-card>
</el-col>
<el-col :span="12">
<el-card shadow="never">
<template #header>
<div style="display:flex;justify-content:space-between;align-items:center;">
<span><strong>待分类队列</strong> <span style="font-size:12px;color:#999;">（无法判别的KPI不再静默跳过）</span></span>
<el-badge :value="unclassifiedCount" :hidden="unclassifiedCount === 0" type="danger"><el-button size="small" @click="loadCashClassify">刷新</el-button></el-badge>
</div>
</template>
<el-table :data="unclassifiedRows" border stripe size="small" style="width:100%;" max-height="240">
<el-table-column prop="kpi_name" label="KPI" min-width="120" />
<el-table-column prop="period" label="期间" width="80" />
<el-table-column prop="budget_value" label="预算值" width="90"><template #default="{ row }">{{ formatNumber(row.budget_value) }}</template></el-table-column>
<el-table-column label="操作" width="140" fixed="right">
<template #default="{ row }">
<el-button size="small" link type="success" @click="classifyUnclassified(row, 'receive')">收</el-button>
<el-button size="small" link type="danger" @click="classifyUnclassified(row, 'pay')">付</el-button>
<el-button size="small" link @click="ignoreUnclassified(row)">忽略</el-button>
</template>
</el-table-column>
</el-table>
<div v-if="unclassifiedRows.length === 0" style="padding:16px 0;text-align:center;color:#999;font-size:13px;">暂无待分类KPI，同步现金流计划后未命中规则的KPI会出现在这里</div>
</el-card>
</el-col>
</el-row>
<!-- P2-⑥ 分类规则新建弹窗 -->
<MyDialog v-model="showClassifyRuleDialog" title="新建现金流分类规则" :width="500">
<el-form :model="classifyRuleForm" label-width="110px">
<el-form-item label="KPI(精确)">
<el-select v-model="classifyRuleForm.kpi_id" filterable clearable placeholder="或使用关键词" style="width:100%;">
<el-option v-for="k in zbbKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
</el-select>
</el-form-item>
<el-form-item label="关键词(兜底)"><el-input v-model="classifyRuleForm.kpi_code_pattern" placeholder="如: 保证金" /></el-form-item>
<el-form-item label="收付类型">
<el-radio-group v-model="classifyRuleForm.plan_type"><el-radio value="receive">收</el-radio><el-radio value="pay">付</el-radio></el-radio-group>
</el-form-item>
<el-form-item label="优先级"><el-input-number v-model="classifyRuleForm.priority" :min="1" :max="100" style="width:120px;" /></el-form-item>
</el-form>
<template #footer><el-button @click="showClassifyRuleDialog = false">取消</el-button><el-button type="primary" @click="saveClassifyRule">保存</el-button></template>
</MyDialog>
</div>
</template>
<script setup lang="ts">
import { ref, onMounted } from 'vue'
import { ElMessage, ElMessageBox } from 'element-plus'
import { budgetApi, kpiApi } from '../api/index'
import api from '../api/index'
import MyDialog from './MyDialog.vue'
function getEntityId() {
return Number(localStorage.getItem('cma_entity_id') || 1)
}
function formatNumber(v: any, unit?: string) { if (v === null || v === undefined) return '--'; const n = Number(v); const p = unit === '%' ? 2 : 0; return n.toLocaleString('zh-CN', { minimumFractionDigits: p, maximumFractionDigits: p }) + (unit ? ` ${unit}` : '') }
// ── 通用KPI选项（分类规则弹窗用） ──
const zbbKpiOptions = ref<any[]>([])
async function loadKpiOptions() {
try {
const r: any = await kpiApi.list({ page_size: 200, entity_id: getEntityId() })
const d = r.data || r || []
zbbKpiOptions.value = Array.isArray(d) ? d : (d.items || [])
} catch { zbbKpiOptions.value = [] }
}
// ── 现金流联动（自 BudgetManagement.vue 迁入；原实现引用了未定义的 api 变量，此处补上 axios 实例 import） ──
const syncingCash = ref(false)
async function syncCashPlans() {
syncingCash.value = true
try {
const r: any = await api.post('/budget/sync-cash-plans')
ElMessage.success(r.message || "现金流计划已同步")
loadCashClassify()
} catch (e: any) {
ElMessage.error("同步失败: " + (e?.message || ""))
} finally {
syncingCash.value = false
}
}
// ══════════════════════════════════════════════
// P2-⑥ 现金流分类规则 + 待分类队列
// ══════════════════════════════════════════════
const cashClassifyRules = ref<any[]>([])
const showClassifyRuleDialog = ref(false)
const classifyRuleForm = ref<any>({})
const unclassifiedRows = ref<any[]>([])
const unclassifiedCount = ref(0)
async function loadCashClassify() {
try {
const r: any = await budgetApi.cashClassifyRules({ entity_id: getEntityId() })
cashClassifyRules.value = r.data || []
} catch { cashClassifyRules.value = [] }
try {
const r: any = await budgetApi.cashUnclassified({ status: 'pending', entity_id: getEntityId() })
unclassifiedRows.value = r.data || []
unclassifiedCount.value = (r.data || []).length
} catch { unclassifiedRows.value = []; unclassifiedCount.value = 0 }
}
function openClassifyRuleDialog() {
classifyRuleForm.value = { kpi_id: null, kpi_code_pattern: '', plan_type: 'receive', priority: 10 }
showClassifyRuleDialog.value = true
}
async function saveClassifyRule() {
const f = classifyRuleForm.value
if (!f.kpi_id && !f.kpi_code_pattern) { ElMessage.warning('请选择KPI或填写关键词'); return }
try {
await budgetApi.createCashClassifyRule({
kpi_id: f.kpi_id || null,
kpi_code_pattern: f.kpi_code_pattern || null,
plan_type: f.plan_type,
priority: f.priority || 10,
entity_id: getEntityId(),
})
ElMessage.success('规则已创建')
showClassifyRuleDialog.value = false
loadCashClassify()
} catch (e: any) { ElMessage.error(e?.response?.data?.detail || '创建失败') }
}
async function deleteClassifyRule(row: any) {
try {
await ElMessageBox.confirm('确认删除该分类规则？', '确认')
await budgetApi.deleteCashClassifyRule(row.id)
ElMessage.success('已删除')
loadCashClassify()
} catch { }
}
async function classifyUnclassified(row: any, planType: string) {
try {
const r: any = await budgetApi.classifyCashUnclassified(row.id, { plan_type: planType })
ElMessage.success(r.message || `已归类为${planType === 'receive' ? '收' : '付'}`)
loadCashClassify()
} catch (e: any) { ElMessage.error(e?.response?.data?.detail || '归类失败') }
}
async function ignoreUnclassified(row: any) {
try {
await budgetApi.ignoreCashUnclassified(row.id)
ElMessage.success('已忽略')
loadCashClassify()
} catch { ElMessage.error('操作失败') }
}
onMounted(() => { loadKpiOptions(); loadCashClassify() })
</script>
frontend/src/views/BudgetManagement.vue
+366 -530
View File
@@ -15,104 +15,6 @@
</div>
<div v-else>
<el-tabs v-model="activeTab" style="margin-top:16px;">
<el-tab-pane label="预算录入" name="input">
<div style="margin-bottom:8px;font-size:12px;color:#909399;display:flex;align-items:center;gap:8px;flex-wrap:wrap;">
选择战略地图
<el-select v-model="selectedMapId" placeholder="选择已发布的战略地图" style="width:260px;" @change="onMapSelect">
<el-option v-for="m in publishedMaps" :key="m.id" :label="m.title" :value="m.id" />
</el-select>
<el-tag v-if="selectedMapId" size="small" type="success">已选择</el-tag>
<span style="color:#999;">共 {{ total }} 条KPI</span>
</div>
<div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;align-items:center;">
<el-select v-model="filterYear" placeholder="年份" style="width:100px;" @change="loadBudget"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-select v-model="filterVersion" placeholder="版本" style="width:180px;" @change="loadBudget" clearable>
<el-option v-for="v in versionsList" :key="v.version" :label="v.version + (v.status === 'active' ? ' (当前)' : '')" :value="v.version" />
</el-select>
<el-select v-model="filterMonth" placeholder="月份" style="width:90px;" @change="loadBudget"><el-option label="全年" :value="0" /><el-option v-for="m in 12" :key="m" :label="`${m}月`" :value="m" /></el-select>
<el-input v-model="searchKpi" placeholder="搜索KPI名称" clearable style="width:200px;" @clear="loadBudget" @keyup.enter="loadBudget" />
<el-button type="primary" @click="loadBudget">查询</el-button>
<el-button type="success" @click="showAddBudget = true">+ 新增预算</el-button>
<el-button @click="showDecompose = true" :disabled="!filterYear">年度分解</el-button>
<el-divider direction="vertical" />
<el-radio-group v-model="budgetViewMode" size="small" @change="onViewModeChange"><el-radio-button value="list">KPI列表</el-radio-button><el-radio-button value="summary">维度汇总</el-radio-button></el-radio-group>
<el-switch v-model="batchEditMode" active-text="批量编辑" inactive-text="逐行编辑" @change="onBatchEditToggle" />
<el-button v-if="batchEditMode" type="primary" @click="batchSaveAll" :loading="batchSavingAll" :disabled="changedRows.length === 0">批量保存 ({{ changedRows.length }})</el-button>
<el-button v-if="batchEditMode" @click="batchCancelAll">取消</el-button>
<el-divider direction="vertical" />
<div style="display:flex;align-items:center;gap:6px;font-size:12px;">
<span style="color:#909399;">预算模式：</span>
<el-tag size="small" :type="budgetMode === 'rolling' ? 'warning' : 'info'" effect="plain">
{{ budgetMode === 'rolling' ? '滚动预算（滚动12月）' : '固定预算（固定年度）' }}
</el-tag>
<span style="color:#c0c4cc;">系统级设置，影响全部账套 · 更改请到【系统设置】</span>
</div>
<el-button v-if="budgetMode === 'rolling'" size="small" type="warning" @click="doRollForward" :loading="rollingForward">延展</el-button>
</div>
<template v-if="budgetViewMode === 'list'">
<el-table :data="budgetList" v-loading="loading" border stripe size="small" style="width:100%;" :row-class-name="rowClass" :empty-text="filterYear ? '暂无数据，在行内编辑填值后保存即可创建' : '请先选择年份'">
<el-table-column type="index" label="#" width="40" />
<el-table-column prop="kpi_code" label="KPI编码" width="120" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="160" />
<el-table-column prop="dimension" label="维度" width="80"><template #default="{ row }"><el-tag size="small" :type="dimTag(row.dimension)">{{ dimLabel(row.dimension) }}</el-tag></template></el-table-column>
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="budget_value" label="预算值" width="170">
<template #default="{ row }"><el-input-number v-if="row._editing" v-model="row._editValue" :min="0" :precision="row.precision || 0" :step="row.step || 1" controls-position="right" style="width:155px;" @change="onEditChange(row)" /><span v-else>{{ formatNumber(row.budget_value, row.unit) }}</span></template>
</el-table-column>
<el-table-column prop="unit" label="单位" width="60" />
<!-- 行动方案列（非财务维度显示） -->
<el-table-column label="行动方案" width="120">
<template #default="{ row }">
<span v-if="row.dimension === 'finance'" style="color:#ccc;font-size:12px;">—</span>
<el-button v-else size="small" link type="primary" @click="showActionPlans(row)">
{{ row._actionCount != null ? `${row._actionCount}项` : '关联' }}
</el-button>
</template>
</el-table-column>
<el-table-column label="操作" width="160" fixed="right">
<template #default="{ row }">
<el-button v-if="!batchEditMode && !row._editing" size="small" @click="startEdit(row)">编辑</el-button>
<template v-else-if="!batchEditMode"><el-button size="small" type="primary" @click="saveEdit(row)" :loading="row._saving">保存</el-button><el-button size="small" @click="cancelEdit(row)">取消</el-button></template>
<el-button v-if="!batchEditMode && row.id" size="small" type="danger" plain @click="doDelete(row)">删除</el-button>
<el-tag v-else-if="!batchEditMode" size="small" type="info" effect="plain" style="cursor:pointer" @click="startEdit(row)">待创建</el-tag>
</template>
</el-table-column>
</el-table>
</template>
<template v-if="budgetViewMode === 'summary'">
<el-row :gutter="16" style="margin-bottom:16px;">
<el-col :span="6" v-for="card in summaryCards" :key="card.key">
<el-card shadow="hover" :body-style="{ borderLeft: '4px solid ' + card.color }">
<div style="text-align:center;"><div style="font-size:14px;margin-bottom:4px;">{{ card.icon }} {{ card.name }}</div><div style="font-size:24px;font-weight:600;color:#333;">{{ formatNumber(card.totalBudget) }}</div><div style="font-size:11px;color:#999;margin-top:4px;">{{ card.kpiCount }}个KPI · 占比{{ card.ratio }}%</div></div>
</el-card>
</el-col>
</el-row>
<el-table :data="dimSummaryRows" border stripe size="small" style="width:100%;">
<el-table-column prop="dimension" label="维度" width="100"><template #default="{ row }"><el-tag size="small" :type="dimTag(row.dimension)">{{ dimLabel(row.dimension) }}</el-tag></template></el-table-column>
<el-table-column prop="kpiCount" label="KPI数" width="80" />
<el-table-column prop="totalBudget" label="预算总额" width="140"><template #default="{ row }">{{ formatNumber(row.totalBudget) }}</template></el-table-column>
<el-table-column prop="ratio" label="占比" width="100"><template #default="{ row }"><el-progress :percentage="row.ratio" :stroke-width="12" text-inside /></template></el-table-column>
<el-table-column prop="avgPerKpi" label="KPI均值" width="140"><template #default="{ row }">{{ formatNumber(row.avgPerKpi) }}</template></el-table-column>
</el-table>
</template>
</el-tab-pane>
<el-tab-pane label="年度分解" name="decompose">
<el-card>
<template #header><div style="display:flex;justify-content:space-between;align-items:center;"><span>年度预算 → 月度自动分解</span><el-button type="primary" @click="doDecompose" :loading="decomposing">执行分解</el-button></div></template>
<el-form :model="decomposeForm" label-width="120px" style="max-width:500px;">
<el-form-item label="年份"><el-select v-model="decomposeForm.year" style="width:150px;"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select></el-form-item>
<el-form-item label="分解方式"><el-radio-group v-model="decomposeForm.method"><el-radio value="equal">均分（1/12）</el-radio><el-radio value="weighted">按历史权重</el-radio></el-radio-group></el-form-item>
</el-form>
<el-alert v-if="decomposeResult" :title="decomposeResult" type="success" show-icon :closable="false" style="margin-top:16px;" />
<el-table v-if="decomposeDetails.length > 0" :data="decomposeDetails" border stripe size="small" style="width:100%;margin-top:12px;" max-height="300">
<el-table-column prop="kpi_code" label="KPI编码" width="120" /><el-table-column prop="kpi_name" label="KPI名称" min-width="150" />
<el-table-column prop="annual_budget" label="年度预算" width="120"><template #default="{ row }">{{ formatNumber(row.annual_budget) }}</template></el-table-column>
<el-table-column prop="method" label="方式" width="80" /><el-table-column prop="monthly_count" label="月数" width="60" />
</el-table>
</el-card>
</el-tab-pane>
<el-tab-pane label="战略预算编制" name="strategy">
<div v-if="!selectedMap" style="padding:40px 0;text-align:center;color:#999;"><p>请先在预算录入中选择战略地图</p></div>
<template v-else>
@@ -152,108 +54,6 @@
</template>
</el-tab-pane>
<el-tab-pane label="版本管理" name="versions">
<div style="display:flex;gap:12px;margin-bottom:16px;align-items:center;">
<el-select v-model="versionYear" placeholder="年份" style="width:120px;"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-button type="primary" @click="loadVersions">刷新</el-button>
</div>
<el-table :data="versionsList" v-loading="versionsLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="version" label="版本" width="90"><template #default="{ row }"><el-tag :type="row.version === currentVersion ? 'success' : 'info'" size="small">{{ row.version }}</el-tag></template></el-table-column>
<el-table-column prop="approval_status" label="状态" width="90">
<template #default="{ row }"><el-tag v-if="row.approval_status === 'approved'" type="success" size="small">已批准</el-tag><el-tag v-else-if="row.approval_status === 'submitted'" type="warning" size="small">待审批</el-tag><el-tag v-else-if="row.approval_status === 'rejected'" type="danger" size="small">已驳回</el-tag><el-tag v-else type="info" size="small">草稿</el-tag></template>
</el-table-column>
<el-table-column prop="plan_count" label="预算条目数" width="100" />
<el-table-column prop="total_budget" label="预算总额" width="130"><template #default="{ row }">{{ formatNumber(row.total_budget) }}</template></el-table-column>
<el-table-column prop="last_updated" label="最后更新" min-width="150" />
<el-table-column label="操作" width="200" fixed="right">
<template #default="{ row }">
<el-button v-if="row.approval_status === 'draft' || row.approval_status === 'active'" size="small" @click="submitVersion(row)">提交审批</el-button>
<template v-if="row.approval_status === 'submitted'"><el-button size="small" type="success" @click="approveVersion(row, 'approved')">批准</el-button><el-button size="small" type="danger" @click="approveVersion(row, 'rejected')">驳回</el-button></template>
<el-button v-if="row.approval_status === 'rejected'" size="small" @click="resubmitVersion(row)">重新提交</el-button>
<el-checkbox v-model="row._selected" @change="onVersionSelect(row)" :disabled="selectedVersions.length >= 2 && !row._selected" style="margin-left:8px;" />
</template>
</el-table-column>
</el-table>
<div v-if="selectedVersions.length === 2" style="margin-top:16px;"><el-button type="primary" @click="loadVersionDiff" :loading="diffLoading">对比 {{ selectedVersions[0].version }} vs {{ selectedVersions[1].version }}</el-button></div>
</el-tab-pane>
<el-tab-pane label="预算执行" name="execution">
<div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;align-items:center;">
<el-select v-model="execFilterYear" placeholder="年份" style="width:100px;" @change="loadExecutionReport"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-select v-model="execFilterMonth" placeholder="截止月份" style="width:110px;" @change="loadExecutionReport"><el-option v-for="m in 12" :key="m" :label="`至${m}月`" :value="m" /></el-select>
<el-select v-model="execFilterDim" placeholder="维度" clearable style="width:110px;" @change="loadExecutionReport"><el-option label="财务" value="finance" /><el-option label="客户" value="customer" /><el-option label="内部流程" value="process" /><el-option label="学习成长" value="learning" /></el-select>
<el-button type="primary" @click="loadExecutionReport">刷新</el-button>
<el-button type="warning" :loading="syncingCash" @click="syncCashPlans">⇄ 同步现金流计划</el-button>
</div>
<el-row :gutter="16" style="margin-bottom:16px;">
<el-col :span="6" v-for="card in execSummaryCards" :key="card.label"><el-card shadow="hover"><div style="text-align:center;"><div style="font-size:12px;color:#999;">{{ card.label }}</div><div style="font-size:22px;font-weight:600;margin-top:4px;" :style="{color: card.color}">{{ card.value }}</div></div></el-card></el-col>
</el-row>
<el-table :data="execReport" v-loading="execLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="编码" width="110" /><el-table-column prop="kpi_name" label="KPI名称" min-width="140" />
<el-table-column prop="dimension" label="维度" width="80"><template #default="{ row }"><el-tag size="small" :type="dimTag(row.dimension)">{{ dimLabel(row.dimension) }}</el-tag></template></el-table-column>
<el-table-column prop="budget_value" label="预算值" width="130"><template #default="{ row }">{{ formatNumber(row.budget_value, row.unit) }}</template></el-table-column>
<!-- 战略目标 vs 预算（2026-08-27: 允许不同, 差异可见可解释） -->
<el-table-column prop="strategic_target" label="战略目标" width="120"><template #default="{ row }"><span :style="{color: row.target_gap_level === 'high' ? '#f56c6c' : row.target_gap_level === 'medium' ? '#e6a23c' : '#606266'}">{{ formatNumber(row.strategic_target, row.unit) }}</span></template></el-table-column>
<el-table-column label="目标差异" width="110"><template #default="{ row }">
<span v-if="row.target_gap_pct != null" :style="{color: row.target_gap_level === 'high' ? '#f56c6c' : row.target_gap_level === 'medium' ? '#e6a23c' : '#67c23a', fontWeight:600}">{{ row.target_gap_pct > 0 ? '+' : '' }}{{ row.target_gap_pct }}%</span>
<el-tooltip v-if="row.target_gap_level === 'high'" content="预算偏离战略目标超20%，需说明原因" placement="top"><span style="margin-left:4px;cursor:help;">⚠️</span></el-tooltip>
<span v-else style="color:#c0c4cc;">-</span>
</template></el-table-column>
<el-table-column prop="actual_value" label="实际值" width="130"><template #default="{ row }">{{ formatNumber(row.actual_value, row.unit) }}</template></el-table-column>
<el-table-column prop="deviation_value" label="偏差" width="130"><template #default="{ row }"><span :style="{color: row.deviation_value > 0 ? '#f56c6c' : row.deviation_value < 0 ? '#67c23a' : '#999'}">{{ row.deviation_value > 0 ? '+' : '' }}{{ formatNumber(row.deviation_value, row.unit) }}</span></template></el-table-column>
<el-table-column label="执行率" width="100"><template #default="{ row }"><el-progress v-if="row.execution_rate != null" :percentage="row.execution_rate" :status="row.execution_rate > 100 ? 'exception' : row.execution_rate > 80 ? 'warning' : 'success'" :stroke-width="16" :text-inside="true" /><span v-else style="color:#909399">-</span></template></el-table-column>
<el-table-column label="预警" width="80"><template #default="{ row }"><el-tag v-if="row.alert_level === 'red'" size="small" type="danger">严重</el-tag><el-tag v-else-if="row.alert_level === 'yellow'" size="small" type="warning">关注</el-tag><el-tag v-else size="small" type="success">正常</el-tag></template></el-table-column>
</el-table>
<!-- P2-⑥ 现金流分类规则 + 待分类队列 -->
<el-row :gutter="16" style="margin-top:20px;">
<el-col :span="12">
<el-card shadow="never">
<template #header>
<div style="display:flex;justify-content:space-between;align-items:center;">
<span><strong>现金流分类规则</strong> <span style="font-size:12px;color:#999;">（KPI→receive/pay 可维护）</span></span>
<el-button type="primary" size="small" @click="showClassifyRuleDialog = true">+ 新建规则</el-button>
</div>
</template>
<el-table :data="cashClassifyRules" border stripe size="small" style="width:100%;" max-height="240">
<el-table-column prop="kpi_code" label="KPI编码" width="110"><template #default="{ row }">{{ row.kpi_code || row.kpi_code_pattern || '--' }}</template></el-table-column>
<el-table-column prop="kpi_name" label="名称/关键词" min-width="110"><template #default="{ row }">{{ row.kpi_name || row.kpi_code_pattern || '--' }}</template></el-table-column>
<el-table-column label="类型" width="80">
<template #default="{ row }"><el-tag size="small" :type="row.plan_type === 'receive' ? 'success' : 'danger'">{{ row.plan_type === 'receive' ? '收' : '付' }}</el-tag></template>
</el-table-column>
<el-table-column prop="priority" label="优先级" width="70" />
<el-table-column label="操作" width="80" fixed="right">
<template #default="{ row }"><el-button size="small" link type="danger" @click="deleteClassifyRule(row)">删除</el-button></template>
</el-table-column>
</el-table>
</el-card>
</el-col>
<el-col :span="12">
<el-card shadow="never">
<template #header>
<div style="display:flex;justify-content:space-between;align-items:center;">
<span><strong>待分类队列</strong> <span style="font-size:12px;color:#999;">（无法判别的KPI不再静默跳过）</span></span>
<el-badge :value="unclassifiedCount" :hidden="unclassifiedCount === 0" type="danger"><el-button size="small" @click="loadCashClassify">刷新</el-button></el-badge>
</div>
</template>
<el-table :data="unclassifiedRows" border stripe size="small" style="width:100%;" max-height="240">
<el-table-column prop="kpi_name" label="KPI" min-width="120" />
<el-table-column prop="period" label="期间" width="80" />
<el-table-column prop="budget_value" label="预算值" width="90"><template #default="{ row }">{{ formatNumber(row.budget_value) }}</template></el-table-column>
<el-table-column label="操作" width="140" fixed="right">
<template #default="{ row }">
<el-button size="small" link type="success" @click="classifyUnclassified(row, 'receive')">收</el-button>
<el-button size="small" link type="danger" @click="classifyUnclassified(row, 'pay')">付</el-button>
<el-button size="small" link @click="ignoreUnclassified(row)">忽略</el-button>
</template>
</el-table-column>
</el-table>
<div v-if="unclassifiedRows.length === 0" style="padding:16px 0;text-align:center;color:#999;font-size:13px;">暂无待分类KPI，同步现金流计划后未命中规则的KPI会出现在这里</div>
</el-card>
</el-col>
</el-row>
</el-tab-pane>
<el-tab-pane label="编制方法" name="method">
<div>
<p style="font-size:14px;color:#606266;margin-bottom:16px;">选择预算编制方法 — CMA P1 预算编制（增量预算 vs 零基预算 vs 弹性预算）</p>
@@ -380,94 +180,263 @@
<DriverFactorBudget />
</el-tab-pane>
<el-tab-pane label="实际值归集" name="collect">
<el-tab-pane label="预算录入" name="input">
<div style="margin-bottom:8px;font-size:12px;color:#909399;display:flex;align-items:center;gap:8px;flex-wrap:wrap;">
选择战略地图
<el-select v-model="selectedMapId" placeholder="选择已发布的战略地图" style="width:260px;" @change="onMapSelect">
<el-option v-for="m in publishedMaps" :key="m.id" :label="m.title" :value="m.id" />
</el-select>
<el-tag v-if="selectedMapId" size="small" type="success">已选择</el-tag>
<span style="color:#999;">共 {{ total }} 条KPI</span>
</div>
<div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;align-items:center;">
<el-select v-model="filterYear" placeholder="年份" style="width:100px;" @change="loadBudget"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-select v-model="filterVersion" placeholder="版本" style="width:180px;" @change="loadBudget" clearable>
<el-option v-for="v in versionsList" :key="v.version" :label="v.version + (v.status === 'active' ? ' (当前)' : '')" :value="v.version" />
</el-select>
<el-select v-model="filterMonth" placeholder="月份" style="width:90px;" @change="loadBudget"><el-option label="全年" :value="0" /><el-option v-for="m in 12" :key="m" :label="`${m}月`" :value="m" /></el-select>
<el-input v-model="searchKpi" placeholder="搜索KPI名称" clearable style="width:200px;" @clear="loadBudget" @keyup.enter="loadBudget" />
<el-button type="primary" @click="loadBudget">查询</el-button>
<el-button type="success" @click="showAddBudget = true">+ 新增预算</el-button>
<el-button @click="showDecompose = true" :disabled="!filterYear">年度分解</el-button>
<el-divider direction="vertical" />
<el-radio-group v-model="budgetViewMode" size="small" @change="onViewModeChange"><el-radio-button value="list">KPI列表</el-radio-button><el-radio-button value="summary">维度汇总</el-radio-button></el-radio-group>
<el-switch v-model="batchEditMode" active-text="批量编辑" inactive-text="逐行编辑" @change="onBatchEditToggle" />
<el-button v-if="batchEditMode" type="primary" @click="batchSaveAll" :loading="batchSavingAll" :disabled="changedRows.length === 0">批量保存 ({{ changedRows.length }})</el-button>
<el-button v-if="batchEditMode" @click="batchCancelAll">取消</el-button>
<el-divider direction="vertical" />
<div style="display:flex;align-items:center;gap:6px;font-size:12px;">
<span style="color:#909399;">预算模式：</span>
<el-tag size="small" :type="budgetMode === 'rolling' ? 'warning' : 'info'" effect="plain">
{{ budgetMode === 'rolling' ? '滚动预算（滚动12月）' : '固定预算（固定年度）' }}
</el-tag>
<span style="color:#c0c4cc;">系统级设置，影响全部账套 · 更改请到【系统设置】</span>
</div>
<el-button v-if="budgetMode === 'rolling'" size="small" type="warning" @click="doRollForward" :loading="rollingForward">延展</el-button>
</div>
<template v-if="budgetViewMode === 'list'">
<el-table :data="budgetList" v-loading="loading" border stripe size="small" style="width:100%;" :row-class-name="rowClass" :empty-text="filterYear ? '暂无数据，在行内编辑填值后保存即可创建' : '请先选择年份'">
<el-table-column type="index" label="#" width="40" />
<el-table-column prop="kpi_code" label="KPI编码" width="120" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="160" />
<el-table-column prop="dimension" label="维度" width="80"><template #default="{ row }"><el-tag size="small" :type="dimTag(row.dimension)">{{ dimLabel(row.dimension) }}</el-tag></template></el-table-column>
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="budget_value" label="预算值" width="170">
<template #default="{ row }"><el-input-number v-if="row._editing" v-model="row._editValue" :min="0" :precision="row.precision || 0" :step="row.step || 1" controls-position="right" style="width:155px;" @change="onEditChange(row)" /><span v-else>{{ formatNumber(row.budget_value, row.unit) }}</span></template>
</el-table-column>
<el-table-column prop="unit" label="单位" width="60" />
<!-- 行动方案列（非财务维度显示） -->
<el-table-column label="行动方案" width="120">
<template #default="{ row }">
<span v-if="row.dimension === 'finance'" style="color:#ccc;font-size:12px;">—</span>
<el-button v-else size="small" link type="primary" @click="showActionPlans(row)">
{{ row._actionCount != null ? `${row._actionCount}项` : '关联' }}
</el-button>
</template>
</el-table-column>
<el-table-column label="操作" width="160" fixed="right">
<template #default="{ row }">
<el-button v-if="!batchEditMode && !row._editing" size="small" @click="startEdit(row)">编辑</el-button>
<template v-else-if="!batchEditMode"><el-button size="small" type="primary" @click="saveEdit(row)" :loading="row._saving">保存</el-button><el-button size="small" @click="cancelEdit(row)">取消</el-button></template>
<el-button v-if="!batchEditMode && row.id" size="small" type="danger" plain @click="doDelete(row)">删除</el-button>
<el-tag v-else-if="!batchEditMode" size="small" type="info" effect="plain" style="cursor:pointer" @click="startEdit(row)">待创建</el-tag>
</template>
</el-table-column>
</el-table>
</template>
<template v-if="budgetViewMode === 'summary'">
<el-row :gutter="16" style="margin-bottom:16px;">
<el-col :span="6" v-for="card in summaryCards" :key="card.key">
<el-card shadow="hover" :body-style="{ borderLeft: '4px solid ' + card.color }">
<div style="text-align:center;"><div style="font-size:14px;margin-bottom:4px;">{{ card.icon }} {{ card.name }}</div><div style="font-size:24px;font-weight:600;color:#333;">{{ formatNumber(card.totalBudget) }}</div><div style="font-size:11px;color:#999;margin-top:4px;">{{ card.kpiCount }}个KPI · 占比{{ card.ratio }}%</div></div>
</el-card>
</el-col>
</el-row>
<el-table :data="dimSummaryRows" border stripe size="small" style="width:100%;">
<el-table-column prop="dimension" label="维度" width="100"><template #default="{ row }"><el-tag size="small" :type="dimTag(row.dimension)">{{ dimLabel(row.dimension) }}</el-tag></template></el-table-column>
<el-table-column prop="kpiCount" label="KPI数" width="80" />
<el-table-column prop="totalBudget" label="预算总额" width="140"><template #default="{ row }">{{ formatNumber(row.totalBudget) }}</template></el-table-column>
<el-table-column prop="ratio" label="占比" width="100"><template #default="{ row }"><el-progress :percentage="row.ratio" :stroke-width="12" text-inside /></template></el-table-column>
<el-table-column prop="avgPerKpi" label="KPI均值" width="140"><template #default="{ row }">{{ formatNumber(row.avgPerKpi) }}</template></el-table-column>
</el-table>
</template>
</el-tab-pane>
<el-tab-pane label="年度分解" name="decompose">
<el-card>
<template #header><div style="display:flex;justify-content:space-between;align-items:center;"><span>年度预算 → 月度自动分解</span><el-button type="primary" @click="doDecompose" :loading="decomposing">执行分解</el-button></div></template>
<el-form :model="decomposeForm" label-width="120px" style="max-width:500px;">
<el-form-item label="年份"><el-select v-model="decomposeForm.year" style="width:150px;"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select></el-form-item>
<el-form-item label="分解方式"><el-radio-group v-model="decomposeForm.method"><el-radio value="equal">均分（1/12）</el-radio><el-radio value="weighted">按历史权重</el-radio></el-radio-group></el-form-item>
</el-form>
<el-alert v-if="decomposeResult" :title="decomposeResult" type="success" show-icon :closable="false" style="margin-top:16px;" />
<el-table v-if="decomposeDetails.length > 0" :data="decomposeDetails" border stripe size="small" style="width:100%;margin-top:12px;" max-height="300">
<el-table-column prop="kpi_code" label="KPI编码" width="120" /><el-table-column prop="kpi_name" label="KPI名称" min-width="150" />
<el-table-column prop="annual_budget" label="年度预算" width="120"><template #default="{ row }">{{ formatNumber(row.annual_budget) }}</template></el-table-column>
<el-table-column prop="method" label="方式" width="80" /><el-table-column prop="monthly_count" label="月数" width="60" />
</el-table>
</el-card>
</el-tab-pane>
<el-tab-pane label="版本审批" name="versions">
<div style="display:flex;gap:12px;margin-bottom:16px;align-items:center;">
<el-select v-model="versionYear" placeholder="年份" style="width:120px;"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-button type="primary" @click="loadVersions">刷新</el-button>
</div>
<el-table :data="versionsList" v-loading="versionsLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="version" label="版本" width="90"><template #default="{ row }"><el-tag :type="row.version === currentVersion ? 'success' : 'info'" size="small">{{ row.version }}</el-tag></template></el-table-column>
<el-table-column prop="approval_status" label="状态" width="90">
<template #default="{ row }"><el-tag v-if="row.approval_status === 'approved'" type="success" size="small">已批准</el-tag><el-tag v-else-if="row.approval_status === 'submitted'" type="warning" size="small">待审批</el-tag><el-tag v-else-if="row.approval_status === 'rejected'" type="danger" size="small">已驳回</el-tag><el-tag v-else type="info" size="small">草稿</el-tag></template>
</el-table-column>
<el-table-column prop="plan_count" label="预算条目数" width="100" />
<el-table-column prop="total_budget" label="预算总额" width="130"><template #default="{ row }">{{ formatNumber(row.total_budget) }}</template></el-table-column>
<el-table-column prop="last_updated" label="最后更新" min-width="150" />
<el-table-column label="操作" width="200" fixed="right">
<template #default="{ row }">
<el-button v-if="row.approval_status === 'draft' || row.approval_status === 'active'" size="small" @click="submitVersion(row)">提交审批</el-button>
<template v-if="row.approval_status === 'submitted'"><el-button size="small" type="success" @click="approveVersion(row, 'approved')">批准</el-button><el-button size="small" type="danger" @click="approveVersion(row, 'rejected')">驳回</el-button></template>
<el-button v-if="row.approval_status === 'rejected'" size="small" @click="resubmitVersion(row)">重新提交</el-button>
<el-checkbox v-model="row._selected" @change="onVersionSelect(row)" :disabled="selectedVersions.length >= 2 && !row._selected" style="margin-left:8px;" />
</template>
</el-table-column>
</el-table>
<div v-if="selectedVersions.length === 2" style="margin-top:16px;"><el-button type="primary" @click="loadVersionDiff" :loading="diffLoading">对比 {{ selectedVersions[0].version }} vs {{ selectedVersions[1].version }}</el-button></div>
</el-tab-pane>
<el-tab-pane label="下达" name="release">
<div style="display:flex;gap:12px;margin-bottom:16px;align-items:center;">
<el-select v-model="releaseYear" placeholder="年份" style="width:120px;" @change="loadReleaseVersions"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-button type="primary" @click="loadReleaseVersions">刷新</el-button>
</div>
<el-alert title="审批通过（approved）的版本可正式下达为生效执行版本（active）" type="info" :closable="false" show-icon style="margin-bottom:12px;" />
<el-table :data="releaseList" v-loading="releaseLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="version" label="版本" width="110"><template #default="{ row }"><el-tag size="small" :type="row.status === 'active' ? 'success' : 'info'">{{ row.version }}</el-tag></template></el-table-column>
<el-table-column prop="status" label="状态" width="100"><template #default="{ row }"><el-tag v-if="row.status === 'active'" type="success" size="small">已下达</el-tag><el-tag v-else-if="row.status === 'approved'" type="warning" size="small">已批准</el-tag><el-tag v-else size="small" type="info">{{ row.approval_status || row.status }}</el-tag></template></el-table-column>
<el-table-column prop="kpi_count" label="KPI数" width="90" />
<el-table-column prop="total_budget" label="预算总额" width="140"><template #default="{ row }">{{ formatNumber(row.total_budget) }}</template></el-table-column>
<el-table-column prop="updated_at" label="更新时间" min-width="150" />
<el-table-column label="操作" width="120" fixed="right">
<template #default="{ row }"><el-button size="small" type="primary" :disabled="row.status !== 'approved'" @click="askRelease(row)">下达</el-button></template>
</el-table-column>
</el-table>
<MyDialog v-model="showReleaseConfirm" title="确认下达" :width="460">
<div style="font-size:14px;">确认将版本 <b>{{ releaseTarget?.version }}</b> 下达为生效执行版本？</div>
<div style="font-size:12px;color:#909399;margin-top:8px;">下达后该版本状态由 approved 变为 active。</div>
<template #footer>
<el-button @click="showReleaseConfirm = false">取消</el-button>
<el-button type="primary" :loading="releasing" @click="doRelease">确认下达</el-button>
</template>
</MyDialog>
</el-tab-pane>
<el-tab-pane label="预算执行" name="execution">
<el-card shadow="never" style="margin-bottom:16px;">
<template #header>
<div style="display:flex;justify-content:space-between;align-items:center;">
<span><strong>预算控制状态</strong> <span style="font-size:12px;color:#999;">（生效预算 vs 实际值，阈值 {{ controlData?.threshold_pct ?? 20 }}%）</span></span>
<el-button size="small" @click="loadControlStatus">刷新</el-button>
</div>
</template>
<div v-if="controlData" style="display:flex;gap:24px;margin-bottom:12px;font-size:13px;flex-wrap:wrap;">
<span>KPI总数：<b>{{ controlData.summary?.total ?? 0 }}</b></span>
<span style="color:#67c23a;">正常：<b>{{ controlData.summary?.ok ?? 0 }}</b></span>
<span style="color:#e6a23c;">关注：<b>{{ controlData.summary?.warn ?? 0 }}</b></span>
<span style="color:#f56c6c;">超支：<b>{{ controlData.summary?.over ?? 0 }}</b></span>
</div>
<el-table :data="controlItems" v-loading="controlLoading" border stripe size="small" style="width:100%;" max-height="240">
<el-table-column prop="kpi_code" label="KPI编码" width="110" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="140" />
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="budget_value" label="预算" width="120"><template #default="{ row }">{{ formatNumber(row.budget_value, row.unit) }}</template></el-table-column>
<el-table-column prop="actual_value" label="实际" width="120"><template #default="{ row }">{{ formatNumber(row.actual_value, row.unit) }}</template></el-table-column>
<el-table-column label="执行率" width="100"><template #default="{ row }"><span v-if="row.execution_rate != null">{{ row.execution_rate }}%</span><span v-else style="color:#ccc;">--</span></template></el-table-column>
<el-table-column label="控制级" width="90"><template #default="{ row }"><el-tag size="small" :type="row.control_level === 'over' ? 'danger' : row.control_level === 'warn' ? 'warning' : 'success'">{{ row.control_level === 'over' ? '超支' : row.control_level === 'warn' ? '关注' : '正常' }}</el-tag></template></el-table-column>
</el-table>
<div v-if="controlItems.length === 0 && !controlLoading" style="padding:20px 0;text-align:center;color:#999;font-size:13px;">暂无控制状态数据</div>
</el-card>
<div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;align-items:center;">
<el-select v-model="execFilterYear" placeholder="年份" style="width:100px;" @change="loadExecutionReport"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-select v-model="execFilterMonth" placeholder="截止月份" style="width:110px;" @change="loadExecutionReport"><el-option v-for="m in 12" :key="m" :label="`至${m}月`" :value="m" /></el-select>
<el-select v-model="execFilterDim" placeholder="维度" clearable style="width:110px;" @change="loadExecutionReport"><el-option label="财务" value="finance" /><el-option label="客户" value="customer" /><el-option label="内部流程" value="process" /><el-option label="学习成长" value="learning" /></el-select>
<el-button type="primary" @click="loadExecutionReport">刷新</el-button>
</div>
<el-row :gutter="16" style="margin-bottom:16px;">
<el-col :span="6" v-for="c in collectCoverageCards" :key="c.label">
<el-card shadow="hover"><div style="text-align:center;"><div style="font-size:12px;color:#999;">{{ c.label }}</div><div style="font-size:22px;font-weight:600;margin-top:4px;" :style="{color: c.color}">{{ c.value }}</div></div></el-card>
</el-col>
<el-col :span="6" v-for="card in execSummaryCards" :key="card.label"><el-card shadow="hover"><div style="text-align:center;"><div style="font-size:12px;color:#999;">{{ card.label }}</div><div style="font-size:22px;font-weight:600;margin-top:4px;" :style="{color: card.color}">{{ card.value }}</div></div></el-card></el-col>
</el-row>
<el-tabs v-model="collectTab" type="border-card" style="margin-top:4px;">
<el-tab-pane label="取数映射" name="mappings">
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;flex-wrap:wrap;">
<el-select v-model="collectKpiId" placeholder="选择KPI(可选)" filterable clearable style="width:220px;" @change="loadValueSources">
<el-option v-for="k in zbbKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
</el-select>
<el-button type="primary" @click="showValueSourceDialog = true">+ 新建映射</el-button>
<el-button type="warning" :loading="collectRunning" @click="runValueCollect">▶ 立即采集</el-button>
<el-button @click="loadCollectData">刷新</el-button>
</div>
<el-table :data="valueSources" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="100" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="120" />
<el-table-column prop="source_table" label="源头表" width="160">
<template #default="{ row }"><el-tag size="small">{{ row.source_table }}</el-tag></template>
</el-table-column>
<el-table-column prop="source_field" label="金额字段" width="110" />
<el-table-column prop="aggregate" label="聚合" width="70" />
<el-table-column label="过滤规则" width="140">
<template #default="{ row }"><span style="font-size:12px;">{{ JSON.stringify(row.filter_rule || {}) }}</span></template>
</el-table-column>
<el-table-column prop="unit_conversion" label="倍率" width="60" />
<el-table-column label="状态" width="80">
<template #default="{ row }"><el-tag size="small" :type="row.status === 'active' ? 'success' : 'info'">{{ row.status === 'active' ? '启用' : '停用' }}</el-tag></template>
</el-table-column>
<el-table-column label="操作" width="160" fixed="right">
<template #default="{ row }">
<el-button size="small" link type="primary" @click="testValueSource(row)">试跑</el-button>
<el-button size="small" link type="warning" @click="toggleValueSource(row)">{{ row.status === 'active' ? '停用' : '启用' }}</el-button>
<el-button size="small" link type="danger" @click="deleteValueSource(row)">删除</el-button>
</template>
</el-table-column>
</el-table>
</el-tab-pane>
<el-table :data="execReport" v-loading="execLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="编码" width="110" /><el-table-column prop="kpi_name" label="KPI名称" min-width="140" />
<el-table-column prop="dimension" label="维度" width="80"><template #default="{ row }"><el-tag size="small" :type="dimTag(row.dimension)">{{ dimLabel(row.dimension) }}</el-tag></template></el-table-column>
<el-table-column prop="budget_value" label="预算值" width="130"><template #default="{ row }">{{ formatNumber(row.budget_value, row.unit) }}</template></el-table-column>
<!-- 战略目标 vs 预算（2026-08-27: 允许不同, 差异可见可解释） -->
<el-table-column prop="strategic_target" label="战略目标" width="120"><template #default="{ row }"><span :style="{color: row.target_gap_level === 'high' ? '#f56c6c' : row.target_gap_level === 'medium' ? '#e6a23c' : '#606266'}">{{ formatNumber(row.strategic_target, row.unit) }}</span></template></el-table-column>
<el-table-column label="目标差异" width="110"><template #default="{ row }">
<span v-if="row.target_gap_pct != null" :style="{color: row.target_gap_level === 'high' ? '#f56c6c' : row.target_gap_level === 'medium' ? '#e6a23c' : '#67c23a', fontWeight:600}">{{ row.target_gap_pct > 0 ? '+' : '' }}{{ row.target_gap_pct }}%</span>
<el-tooltip v-if="row.target_gap_level === 'high'" content="预算偏离战略目标超20%，需说明原因" placement="top"><span style="margin-left:4px;cursor:help;">⚠️</span></el-tooltip>
<span v-else style="color:#c0c4cc;">-</span>
</template></el-table-column>
<el-table-column prop="actual_value" label="实际值" width="130"><template #default="{ row }">{{ formatNumber(row.actual_value, row.unit) }}</template></el-table-column>
<el-table-column prop="deviation_value" label="偏差" width="130"><template #default="{ row }"><span :style="{color: row.deviation_value > 0 ? '#f56c6c' : row.deviation_value < 0 ? '#67c23a' : '#999'}">{{ row.deviation_value > 0 ? '+' : '' }}{{ formatNumber(row.deviation_value, row.unit) }}</span></template></el-table-column>
<el-table-column label="执行率" width="100"><template #default="{ row }"><el-progress v-if="row.execution_rate != null" :percentage="row.execution_rate" :status="row.execution_rate > 100 ? 'exception' : row.execution_rate > 80 ? 'warning' : 'success'" :stroke-width="16" :text-inside="true" /><span v-else style="color:#909399">-</span></template></el-table-column>
<el-table-column label="预警" width="80"><template #default="{ row }"><el-tag v-if="row.alert_level === 'red'" size="small" type="danger">严重</el-tag><el-tag v-else-if="row.alert_level === 'yellow'" size="small" type="warning">关注</el-tag><el-tag v-else size="small" type="success">正常</el-tag></template></el-table-column>
</el-table>
</el-tab-pane>
<el-tab-pane label="实际值标签" name="values">
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;">
<el-radio-group v-model="valueTagFilter" size="small">
<el-radio-button value="auto_collect">已自动归集</el-radio-button>
<el-radio-button value="manual">需人工确认</el-radio-button>
<el-radio-button value="all">全部</el-radio-button>
</el-radio-group>
<span style="font-size:12px;color:#999;">对账页将按数据来源分类显示，自动归集数据可追溯采集批次</span>
</div>
<el-table :data="valueTagRows" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="100" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="120" />
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="actual_value" label="实际值" width="110"><template #default="{ row }">{{ formatNumber(row.actual_value) }}</template></el-table-column>
<el-table-column label="来源" width="130">
<template #default="{ row }">
<el-tag v-if="row.source_type === 'auto_collect'" size="small" type="success">已自动归集</el-tag>
<el-tag v-else-if="row.source_type === 'manual' || row.source_type === 'excel'" size="small" type="warning">需人工确认</el-tag>
<el-tag v-else size="small" type="info">{{ row.source_type || 'manual' }}</el-tag>
</template>
</el-table-column>
<el-table-column prop="source_batch" label="采集批次" width="170"><template #default="{ row }"><span style="font-size:12px;">{{ row.source_batch || '--' }}</span></template></el-table-column>
<el-table-column prop="remark" label="备注" min-width="150" />
</el-table>
</el-tab-pane>
<el-tab-pane label="差异分析" name="deviation">
<div style="display:flex;gap:12px;margin-bottom:16px;align-items:center;">
<el-select v-model="deviationYear" placeholder="年份" style="width:120px;" @change="loadDeviationReport"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-button type="primary" @click="loadDeviationReport">刷新</el-button>
</div>
<el-table :data="deviationItems" v-loading="deviationLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="120" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="150" />
<el-table-column prop="budget_value" label="预算" width="130"><template #default="{ row }">{{ formatNumber(row.budget_value, row.unit) }}</template></el-table-column>
<el-table-column prop="actual_value" label="实际" width="130"><template #default="{ row }">{{ formatNumber(row.actual_value, row.unit) }}</template></el-table-column>
<el-table-column label="偏差率" width="110"><template #default="{ row }"><el-tag v-if="row.deviation_rate != null" :type="Math.abs(row.deviation_rate) > 20 ? 'danger' : Math.abs(row.deviation_rate) > 10 ? 'warning' : 'success'" size="small">{{ row.deviation_rate > 0 ? '+' : '' }}{{ row.deviation_rate }}%</el-tag><span v-else style="color:#ccc;">--</span></template></el-table-column>
<el-table-column label="状态" width="90"><template #default="{ row }"><el-tag v-if="row.is_over_budget" type="danger" size="small">超预算</el-tag><el-tag v-else-if="row.deviation_rate != null && Math.abs(row.deviation_rate) > 10" type="warning" size="small">关注</el-tag><el-tag v-else size="small" type="success">正常</el-tag></template></el-table-column>
</el-table>
<div v-if="deviationItems.length === 0 && !deviationLoading" style="padding:40px 0;text-align:center;color:#999;">暂无差异数据</div>
</el-tab-pane>
<el-tab-pane label="采集日志" name="logs">
<div style="display:flex;gap:8px;margin-bottom:12px;align-items:center;">
<el-select v-model="collectLogStatus" placeholder="状态" clearable style="width:110px;" size="small">
<el-option label="成功" value="success" /><el-option label="失败" value="failed" />
<el-tab-pane label="预算调整" name="adjust">
<el-card shadow="never">
<template #header><span>生成调整版本（复制基线版本 → 覆盖指定值 → 记录调整原因；原版本数值不变）</span></template>
<el-form :model="adjustForm" label-width="110px" style="max-width:560px;">
<el-form-item label="基线版本">
<el-select v-model="adjustForm.base_version" placeholder="选择生效版本（approved / active）" style="width:100%;">
<el-option v-for="v in adjustBaseVersions" :key="v.version" :label="`${v.version}（${v.status}）`" :value="v.version" />
</el-select>
<el-button size="small" type="primary" @click="loadCollectLogs">查询</el-button>
</el-form-item>
<el-form-item label="新版本号"><el-input v-model="adjustForm.new_version" placeholder="如 2026-ADJ1（不可与既有版本重名）" /></el-form-item>
<el-form-item label="调整原因"><el-input v-model="adjustForm.reason" type="textarea" :rows="3" placeholder="本次预算调整的原因" /></el-form-item>
</el-form>
<el-button type="primary" :loading="adjusting" :disabled="!adjustForm.base_version || !adjustForm.new_version" @click="doAdjust">生成调整版本</el-button>
<el-alert v-if="adjustResult" :title="adjustResult" type="success" show-icon :closable="false" style="margin-top:12px;" />
</el-card>
</el-tab-pane>
<el-tab-pane label="预算考核" name="assess">
<div style="display:flex;gap:12px;margin-bottom:16px;align-items:center;">
<el-select v-model="assessYear" placeholder="年份" style="width:120px;" @change="loadAssessment"><el-option v-for="y in yearOptions" :key="y" :label="y" :value="y" /></el-select>
<el-button type="primary" @click="loadAssessment">刷新</el-button>
</div>
<div style="display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap;">
<el-card v-for="c in assessCards" :key="c.label" shadow="hover" style="flex:1;min-width:110px;">
<div style="text-align:center;">
<div style="font-size:12px;color:#999;">{{ c.label }}</div>
<div style="font-size:22px;font-weight:600;margin-top:4px;" :style="{ color: c.color }">{{ c.value }}</div>
</div>
<el-table :data="collectLogs" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="100" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="110" />
<el-table-column prop="period" label="期间" width="90" />
<el-table-column prop="source_table" label="源头表" width="140" />
<el-table-column prop="collected_value" label="采集值" width="100"><template #default="{ row }">{{ formatNumber(row.collected_value) }}</template></el-table-column>
<el-table-column label="状态" width="80">
<template #default="{ row }"><el-tag size="small" :type="row.status === 'success' ? 'success' : 'danger'">{{ row.status === 'success' ? '成功' : '失败' }}</el-tag></template>
</el-table-column>
<el-table-column prop="message" label="说明" min-width="180" />
<el-table-column prop="collected_at" label="采集时间" width="160" />
</el-table>
</el-tab-pane>
</el-tabs>
</el-card>
</div>
<el-table :data="assessItems" v-loading="assessLoading" border stripe size="small" style="width:100%;">
<el-table-column prop="kpi_code" label="KPI编码" width="110" />
<el-table-column prop="kpi_name" label="KPI名称" min-width="140" />
<el-table-column prop="basis_version" label="基准版本" width="110" />
<el-table-column prop="budget_total" label="预算" width="120"><template #default="{ row }">{{ formatNumber(row.budget_total, row.unit) }}</template></el-table-column>
<el-table-column prop="actual_total" label="实际" width="120"><template #default="{ row }">{{ formatNumber(row.actual_total, row.unit) }}</template></el-table-column>
<el-table-column label="达成率" width="110"><template #default="{ row }"><span v-if="row.achieve_rate != null">{{ row.achieve_rate }}%</span><span v-else style="color:#ccc;">--</span></template></el-table-column>
<el-table-column label="等级" width="80"><template #default="{ row }"><el-tag size="small" :type="row.grade === 'A' ? 'success' : row.grade === 'B' ? 'primary' : row.grade === 'C' ? 'warning' : row.grade === 'D' ? 'danger' : 'info'">{{ row.grade }}</el-tag></template></el-table-column>
</el-table>
</el-tab-pane>
<el-tab-pane label="持续规划" name="rolling">
@@ -801,61 +770,6 @@
</el-form>
<template #footer><el-button @click="showDerivationRuleDialog = false">取消</el-button><el-button type="primary" @click="saveDerivationRule">保存</el-button></template>
</MyDialog>
<!-- P1-④ 取数映射新建弹窗 -->
<MyDialog v-model="showValueSourceDialog" title="新建取数映射" :width="560">
<el-form :model="valueSourceForm" label-width="100px">
<el-form-item label="目标KPI">
<el-select v-model="valueSourceForm.kpi_id" filterable style="width:100%;">
<el-option v-for="k in zbbKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
</el-select>
</el-form-item>
<el-form-item label="源头表">
<el-select v-model="valueSourceForm.source_table" style="width:100%;">
<el-option label="网银凭证明细 voucher_details" value="voucher_details" />
<el-option label="库存汇总 product_inventory" value="product_inventory" />
<el-option label="库存明细 product_inventory_detail" value="product_inventory_detail" />
<el-option label="收付款计划 cash_plans" value="cash_plans" />
</el-select>
</el-form-item>
<el-form-item label="金额字段">
<el-select v-model="valueSourceForm.source_field" style="width:100%;">
<el-option v-for="f in ['credit_amount','debit_amount','amount','qty','out_amount','in_amount','end_amount']" :key="f" :label="f" :value="f" />
</el-select>
</el-form-item>
<el-form-item label="聚合方式">
<el-select v-model="valueSourceForm.aggregate" style="width:120px;"><el-option v-for="a in ['sum','avg','count','max','min']" :key="a" :label="a" :value="a" /></el-select>
</el-form-item>
<el-form-item label="方向过滤">
<el-select v-model="valueSourceForm.direction" clearable placeholder="不限定" style="width:150px;">
<el-option label="贷方(收入)" value="credit" /><el-option label="借方(支出)" value="debit" />
</el-select>
</el-form-item>
<el-form-item label="科目过滤"><el-input v-model="valueSourceForm.subject_code" placeholder="如: 6601 销售费用" /></el-form-item>
<el-form-item label="期间字段">
<el-select v-model="valueSourceForm.period_field" style="width:150px;"><el-option label="period" value="period" /><el-option label="voucher_date" value="voucher_date" /></el-select>
</el-form-item>
<el-form-item label="单位倍率"><el-input-number v-model="valueSourceForm.unit_conversion" :min="0.0001" :precision="4" style="width:150px;" /><span style="font-size:12px;color:#999;margin-left:6px;">元→万元填 0.0001</span></el-form-item>
</el-form>
<template #footer><el-button @click="showValueSourceDialog = false">取消</el-button><el-button type="primary" @click="saveValueSource">保存</el-button></template>
</MyDialog>
<!-- P2-⑥ 分类规则新建弹窗 -->
<MyDialog v-model="showClassifyRuleDialog" title="新建现金流分类规则" :width="500">
<el-form :model="classifyRuleForm" label-width="110px">
<el-form-item label="KPI(精确)">
<el-select v-model="classifyRuleForm.kpi_id" filterable clearable placeholder="或使用关键词" style="width:100%;">
<el-option v-for="k in zbbKpiOptions" :key="k.id" :label="`${k.kpi_code} - ${k.kpi_name}`" :value="k.id" />
</el-select>
</el-form-item>
<el-form-item label="关键词(兜底)"><el-input v-model="classifyRuleForm.kpi_code_pattern" placeholder="如: 保证金" /></el-form-item>
<el-form-item label="收付类型">
<el-radio-group v-model="classifyRuleForm.plan_type"><el-radio value="receive">收</el-radio><el-radio value="pay">付</el-radio></el-radio-group>
</el-form-item>
<el-form-item label="优先级"><el-input-number v-model="classifyRuleForm.priority" :min="1" :max="100" style="width:120px;" /></el-form-item>
</el-form>
<template #footer><el-button @click="showClassifyRuleDialog = false">取消</el-button><el-button type="primary" @click="saveClassifyRule">保存</el-button></template>
</MyDialog>
</div>
</div>
</template>
@@ -878,21 +792,6 @@ const filterYear = ref(currentYear); const filterMonth = ref(0); const searchKpi
const loading = ref(false); const budgetList = ref<any[]>([]); const page = ref(1); const pageSize = ref(20); const total = ref(0); const noMap = ref(false)
const batchEditMode = ref(false); const batchSavingAll = ref(false)
// ── 现金流联动（断点修复#1, 2026-08-27） ──
const syncingCash = ref(false)
async function syncCashPlans() {
syncingCash.value = true
try {
const r: any = await api.post('/budget/sync-cash-plans')
ElMessage.success(r.message || "现金流计划已同步")
loadExecutionReport()
} catch (e: any) {
ElMessage.error("同步失败: " + (e?.message || ""))
} finally {
syncingCash.value = false
}
}
// ── 战略地图选择 ──
const publishedMaps = ref<any[]>([])
const selectedMapId = ref<number | null>(null)
@@ -1501,210 +1400,147 @@ async function deleteDerivationRule(row: any) {
} catch { }
}
// ══════════════════════════════════════════════
// P1-④ 实际值自动归集
// 预算控制状态（GET /budget/control/status）
// ══════════════════════════════════════════════
const collectTab = ref('mappings')
const collectKpiId = ref<number | null>(null)
const collectCoverageCards = ref<any[]>([])
const valueSources = ref<any[]>([])
const showValueSourceDialog = ref(false)
const valueSourceForm = ref<any>({})
const collectRunning = ref(false)
const collectLogStatus = ref('')
const collectLogs = ref<any[]>([])
const valueTagFilter = ref('auto_collect')
const valueTagRows = ref<any[]>([])
async function loadCollectData() {
await Promise.all([loadValueSources(), loadCollectCoverage(), loadValueTags(), loadCollectLogs()])
}
async function loadValueSources() {
const controlLoading = ref(false)
const controlData = ref<any>(null)
const controlItems = ref<any[]>([])
async function loadControlStatus() {
controlLoading.value = true
try {
const params: any = { entity_id: getEntityId() }
if (collectKpiId.value) params.kpi_id = collectKpiId.value
const r: any = await budgetApi.valueSources(params)
valueSources.value = r.data || []
} catch { valueSources.value = [] }
}
async function loadCollectCoverage() {
try {
const r: any = await budgetApi.valueSourceCoverage({ entity_id: getEntityId() })
const c = r.data || r || {}
collectCoverageCards.value = [
{ label: '已配映射KPI', value: c.mapped_count ?? 0, color: '#409eff' },
{ label: '活跃KPI总数', value: c.total_kpis ?? 0, color: '#606266' },
{ label: '覆盖率', value: `${c.coverage_pct ?? 0}%`, color: '#67c23a' },
{ label: '未配置KPI', value: c.unmapped_count ?? 0, color: '#e6a23c' },
]
} catch { collectCoverageCards.value = [] }
}
async function loadValueTags() {
try {
const r: any = await kpiApi.list({ page_size: 100, entity_id: getEntityId() })
const d = r.data || r || []
const kpis = Array.isArray(d) ? d : (d.items || [])
const rows: any[] = []
for (const k of kpis) {
const vr: any = await kpiApi.values(k.id, { entity_id: getEntityId() }).catch(() => null)
const vals = vr?.data || []
for (const v of (Array.isArray(vals) ? vals : (vals.items || []))) {
rows.push({ kpi_code: k.kpi_code, kpi_name: k.kpi_name, period: v.period, actual_value: v.actual_value, source_type: v.source_type || 'manual', source_batch: v.source_batch || '', remark: v.remark || '' })
}
}
const recent = rows.filter((r: any) => r.actual_value != null).sort((a: any, b: any) => (b.period || '').localeCompare(a.period || '')).slice(0, 100)
valueTagRows.value = valueTagFilter.value === 'all' ? recent : recent.filter((r: any) => (valueTagFilter.value === 'auto_collect' ? r.source_type === 'auto_collect' : r.source_type !== 'auto_collect'))
} catch { valueTagRows.value = [] }
}
async function loadCollectLogs() {
try {
const params: any = { entity_id: getEntityId() }
if (collectLogStatus.value) params.status = collectLogStatus.value
const r: any = await budgetApi.valueCollectLogs(params)
collectLogs.value = r.data || []
} catch { collectLogs.value = [] }
}
function openValueSourceDialog() {
valueSourceForm.value = { kpi_id: null, source_table: 'voucher_details', source_field: 'credit_amount', aggregate: 'sum', direction: '', subject_code: '', period_field: 'period', unit_conversion: 1 }
showValueSourceDialog.value = true
}
async function saveValueSource() {
const f = valueSourceForm.value
if (!f.kpi_id) { ElMessage.warning('请选择KPI'); return }
const filter: any = {}
if (f.direction) filter.direction = f.direction
if (f.subject_code) filter.subject_code = f.subject_code
try {
await budgetApi.createValueSource({
kpi_id: f.kpi_id,
source_table: f.source_table,
source_field: f.source_field,
aggregate: f.aggregate,
filter_rule: Object.keys(filter).length ? filter : null,
period_field: f.period_field,
unit_conversion: f.unit_conversion,
entity_id: getEntityId(),
})
ElMessage.success('映射已创建')
showValueSourceDialog.value = false
loadValueSources()
loadCollectCoverage()
} catch (e: any) { ElMessage.error(e?.response?.data?.detail || '创建失败') }
}
async function deleteValueSource(row: any) {
try {
await ElMessageBox.confirm(`确认删除映射（${row.kpi_name} ← ${row.source_table}）？`, '确认')
await budgetApi.deleteValueSource(row.id)
ElMessage.success('已删除')
loadValueSources()
loadCollectCoverage()
} catch { }
}
async function toggleValueSource(row: any) {
try {
await budgetApi.updateValueSource(row.id, { status: row.status === 'active' ? 'inactive' : 'active' })
row.status = row.status === 'active' ? 'inactive' : 'active'
} catch { ElMessage.error('操作失败') }
}
async function testValueSource(row: any) {
try {
const r: any = await budgetApi.testValueSource({
kpi_id: row.kpi_id,
source_table: row.source_table,
source_field: row.source_field,
aggregate: row.aggregate,
filter_rule: row.filter_rule,
period_field: row.period_field,
unit_conversion: row.unit_conversion,
period: zbbPeriod.value,
})
const d = r.data || r
if (d.success) ElMessage.success(`试跑值: ${formatNumber(d.value)} (${d.message || ''})`)
else ElMessage.error(`试跑失败: ${d.message || ''}`)
} catch { ElMessage.error('试跑失败') }
}
async function runValueCollect() {
collectRunning.value = true
try {
const r: any = await budgetApi.runValueCollect({ period: zbbPeriod.value, entity_id: getEntityId() })
const d = r.data || r
ElMessage.success(`采集完成: 成功${d.collected ?? 0} 失败${d.failed ?? 0}`)
loadCollectData()
} catch { ElMessage.error('采集失败') }
collectRunning.value = false
const r: any = await budgetApi.controlStatus({ year: execFilterYear.value, entity_id: getEntityId() })
const d = r.data || r || {}
controlData.value = d
controlItems.value = d.items || []
} catch { controlData.value = null; controlItems.value = [] }
controlLoading.value = false
}
// ══════════════════════════════════════════════
// P2-⑥ 现金流分类规则 + 待分类队列
// 预算下达（GET /budget/versions + POST /budget/versions/release）
// ══════════════════════════════════════════════
const cashClassifyRules = ref<any[]>([])
const showClassifyRuleDialog = ref(false)
const classifyRuleForm = ref<any>({})
const unclassifiedRows = ref<any[]>([])
const unclassifiedCount = ref(0)
async function loadCashClassify() {
const releaseYear = ref(currentYear)
const releaseLoading = ref(false)
const releaseList = ref<any[]>([])
const showReleaseConfirm = ref(false)
const releaseTarget = ref<any>(null)
const releasing = ref(false)
async function loadReleaseVersions() {
releaseLoading.value = true
try {
const r: any = await budgetApi.cashClassifyRules({ entity_id: getEntityId() })
cashClassifyRules.value = r.data || []
} catch { cashClassifyRules.value = [] }
try {
const r: any = await budgetApi.cashUnclassified({ status: 'pending', entity_id: getEntityId() })
unclassifiedRows.value = r.data || []
unclassifiedCount.value = (r.data || []).length
} catch { unclassifiedRows.value = []; unclassifiedCount.value = 0 }
const r: any = await budgetApi.versions({ year: releaseYear.value, entity_id: getEntityId() })
const d = Array.isArray(r) ? r : (r.data || [])
releaseList.value = d
} catch { ElMessage.error('加载版本列表失败') }
releaseLoading.value = false
}
function openClassifyRuleDialog() {
classifyRuleForm.value = { kpi_id: null, kpi_code_pattern: '', plan_type: 'receive', priority: 10 }
showClassifyRuleDialog.value = true
}
async function saveClassifyRule() {
const f = classifyRuleForm.value
if (!f.kpi_id && !f.kpi_code_pattern) { ElMessage.warning('请选择KPI或填写关键词'); return }
function askRelease(row: any) { releaseTarget.value = row; showReleaseConfirm.value = true }
async function doRelease() {
const row = releaseTarget.value
if (!row) return
releasing.value = true
try {
await budgetApi.createCashClassifyRule({
kpi_id: f.kpi_id || null,
kpi_code_pattern: f.kpi_code_pattern || null,
plan_type: f.plan_type,
priority: f.priority || 10,
entity_id: getEntityId(),
})
ElMessage.success('规则已创建')
showClassifyRuleDialog.value = false
loadCashClassify()
} catch (e: any) { ElMessage.error(e?.response?.data?.detail || '创建失败') }
const r: any = await budgetApi.versionRelease({ version: row.version })
ElMessage.success(r.already ? `版本「${row.version}」已是下达态` : `版本「${row.version}」已下达（${r.count ?? 0} 条）`)
showReleaseConfirm.value = false
loadReleaseVersions()
} catch (e: any) {
ElMessage.error(e?.response?.data?.detail || e?.message || '下达失败')
}
releasing.value = false
}
async function deleteClassifyRule(row: any) {
// ══════════════════════════════════════════════
// 差异分析（GET /budget/deviation-report）
// ══════════════════════════════════════════════
const deviationYear = ref(currentYear)
const deviationLoading = ref(false)
const deviationItems = ref<any[]>([])
async function loadDeviationReport() {
deviationLoading.value = true
try {
await ElMessageBox.confirm('确认删除该分类规则？', '确认')
await budgetApi.deleteCashClassifyRule(row.id)
ElMessage.success('已删除')
loadCashClassify()
} catch { }
const r: any = await budgetApi.deviationReport({ year: deviationYear.value, entity_id: getEntityId() })
deviationItems.value = r.items || []
} catch { deviationItems.value = [] }
deviationLoading.value = false
}
async function classifyUnclassified(row: any, planType: string) {
// ══════════════════════════════════════════════
// 预算调整（POST /budget/adjustments）
// ══════════════════════════════════════════════
const adjustForm = ref({ base_version: '', new_version: '', reason: '' })
const adjustBaseVersions = ref<any[]>([])
const adjusting = ref(false)
const adjustResult = ref('')
async function loadAdjustBaseVersions() {
try {
const r: any = await budgetApi.classifyCashUnclassified(row.id, { plan_type: planType })
ElMessage.success(r.message || `已归类为${planType === 'receive' ? '收' : '付'}`)
loadCashClassify()
} catch (e: any) { ElMessage.error(e?.response?.data?.detail || '归类失败') }
const r: any = await budgetApi.versions({ entity_id: getEntityId() })
const d = Array.isArray(r) ? r : (r.data || [])
adjustBaseVersions.value = d.filter((v: any) => v.status === 'approved' || v.status === 'active')
} catch { adjustBaseVersions.value = [] }
}
async function ignoreUnclassified(row: any) {
async function doAdjust() {
const f = adjustForm.value
if (!f.base_version || !f.new_version) { ElMessage.warning('请选择基线版本并填写新版本号'); return }
adjusting.value = true
try {
await budgetApi.ignoreCashUnclassified(row.id)
ElMessage.success('已忽略')
loadCashClassify()
} catch { ElMessage.error('操作失败') }
const r: any = await budgetApi.adjustments({ base_version: f.base_version, new_version: f.new_version, reason: f.reason, items: [] })
adjustResult.value = `已生成调整版本 ${r.new_version}（新建 ${r.created ?? 0} 条 / 覆盖 ${r.applied_overrides ?? 0} 条${r.unmatched_overrides ? ` / 未匹配 ${r.unmatched_overrides} 条` : ''}）`
ElMessage.success('调整版本已生成')
adjustForm.value = { base_version: '', new_version: '', reason: '' }
loadAdjustBaseVersions()
} catch (e: any) {
ElMessage.error(e?.response?.data?.detail || e?.message || '生成调整版本失败')
}
adjusting.value = false
}
// ══════════════════════════════════════════════
// 预算考核（GET /budget/assessment）
// ══════════════════════════════════════════════
const assessYear = ref(currentYear)
const assessLoading = ref(false)
const assessData = ref<any>(null)
const assessItems = ref<any[]>([])
const assessCards = computed(() => {
const s = assessData.value?.summary || {}
return [
{ label: 'KPI数', value: s.kpi_count ?? 0, color: '#409eff' },
{ label: 'A', value: s.a ?? 0, color: '#67c23a' },
{ label: 'B', value: s.b ?? 0, color: '#409eff' },
{ label: 'C', value: s.c ?? 0, color: '#e6a23c' },
{ label: 'D', value: s.d ?? 0, color: '#f56c6c' },
{ label: '总预算', value: formatNumber(s.total_budget), color: '#606266' },
{ label: '总实际', value: formatNumber(s.total_actual), color: '#606266' },
{ label: '达成率', value: s.achieve_rate != null ? `${s.achieve_rate}%` : '--', color: '#e6a23c' },
]
})
async function loadAssessment() {
assessLoading.value = true
try {
const r: any = await budgetApi.assessment({ year: assessYear.value, entity_id: getEntityId() })
const d = r.data || r || {}
assessData.value = d
assessItems.value = d.items || []
} catch { assessData.value = null; assessItems.value = [] }
assessLoading.value = false
}
watch(activeTab, (tab) => {
if (tab === 'decompose') loadBudget()
else if (tab === 'strategy') loadStrategyBudget()
else if (tab === 'versions') loadVersions()
else if (tab === 'execution') { loadExecutionReport(); loadCashClassify() }
else if (tab === 'execution') { loadExecutionReport(); loadControlStatus() }
else if (tab === 'method') { refreshMethodComparison(); loadDerivationRules() }
else if (tab === 'collect') loadCollectData()
else if (tab === 'driver') {
// DriverFactorBudget handles its own loading on mount
}
else if (tab === 'release') loadReleaseVersions()
else if (tab === 'deviation') loadDeviationReport()
else if (tab === 'adjust') loadAdjustBaseVersions()
else if (tab === 'assess') loadAssessment()
else if (tab === 'rolling') {
loadComparison()
loadDeviationAlerts()
frontend/src/views/CashPlan.vue
+6
View File
@@ -272,6 +272,11 @@
</div>
</el-card>
</el-tab-pane>
<!-- 现金流分类规则/待分类队列（自预算管理「预算执行」迁入 · 资金域） -->
<el-tab-pane label="分类规则" name="classify" lazy>
<CashClassifyPanel />
</el-tab-pane>
</el-tabs>
<!-- ── 新建/编辑弹窗 ── -->
@@ -316,6 +321,7 @@ import { ref, computed, reactive, onMounted, onBeforeUnmount, nextTick } from 'v
import { ElMessage, ElMessageBox } from 'element-plus'
import { cashApi } from '../api/index'
import MyDialog from '../components/MyDialog.vue'
import CashClassifyPanel from '../components/CashClassifyPanel.vue'
const entityId = Number(localStorage.getItem('cma_entity_id') || 1)
frontend/src/views/DataManage.vue
+6
View File
@@ -99,6 +99,11 @@
</el-table>
</el-card>
</el-tab-pane>
<!-- 预算实际值归集（自预算管理「实际值归集」迁入 · KPI 取数域） -->
<el-tab-pane label="预算取数" name="budget-collect" lazy>
<BudgetCollectPanel />
</el-tab-pane>
</el-tabs>
<MyDialog v-model="showSourceForm" :title="sourceForm.id ? '编辑数据源' : '新增数据源'" :width="550">
@@ -142,6 +147,7 @@ import { ElMessage, ElMessageBox } from 'element-plus'
import { UploadFilled } from '@element-plus/icons-vue'
import { dataApi, budgetApi } from '../api/index'
import MyDialog from '../components/MyDialog.vue'
import BudgetCollectPanel from '../components/BudgetCollectPanel.vue'
const activeTab = ref('import')