9 Commits

Include renames

Author	SHA1	Message	Date
wecom-fullstackandHermes CI Fix	587d5b3983	fix(cvp): BEP ⑤ 口径统一落地（变动成本率=完整口径） ... - 派生器/口径：F_BEP_VC_RATE 新增；卡面/公式行文案改「月固定成本 ÷ 边际贡献率」 - 保本额 = 月固定成本 ÷ (1 − 变动成本率)；实测渠补率(F_BEP_REBATE)降为 e1 专用 chip - 报告卡口径说明文字同步（固定成本=固定费用合计） 任务: finance-20261003-cvp-fix-and-bohai-coverage-fullstack ⑤	2026-10-04 19:53:12 +08:00
Hermes CI Fix	1f1385ebbf	feat(cvp): CM≤0 fail-closed 禁写0.0 + 博海BEP扩面(新口径) + 影子CVP标注is_mock + 前端NULL守卫/不适用 ... - kpi_bep_deriver.py: 实体口径注册表(app/utils/bep_caliber.py 单一事实源)；博海(6001/6401/6601-03/1602)； fail-closed② 边际贡献非正/固定成本退化 ⇒ 五条保本值 NULL+pending+remark'不适用'(禁回落0.0) - dashboard.py /bep-card: 多实体口径 + not_applicable 态返回 label/reason - predict.py /cvp-detailed: 显式 source=scenario_simulation + is_mock=true(影子CVP标注) - 前端 BEPBreakEvenCard.vue: 全量数值判空 + '不适用'态；PredictDashboard.vue: 情景模拟·非实测标签 验收 accept-bep-cvp-20261003.py: BEFORE 2/11 → AFTER 11/11 PASS 任务 finance-20261003-cvp-fix-and-bohai-coverage-fullstack	2026-10-03 16:03:12 +08:00
Hermes CI Fix	14ed29bcbf	fix(bep-caliber): rebate rate uses YTD actual voucher cumulative (571103 debit / 5001 credit), book+cash card read derived, fail-closed	2026-10-02 12:20:39 +08:00
Hermes CI Fix	6be903fbc9	fix(bep-caliber): expense and profit sums use net (debit minus credit) under carry_forward=0 ... ASK-20261002-06 fix04u: admin(5602%) and depreciation(560213) take net amount in both the dashboard card helper and the BEP deriver; sales (5001) keeps credit_amount. Verbatim per proposal section 2. No DB writes, no kpi_values backfill.	2026-10-02 11:22:38 +08:00
wecom-fullstack	c3ff345d0a	fix(bep): 派生器不再静默降级已转正行（ASK-20260924-10 任总放行） ... - upsert 分支原无条件 existing.data_status='pending' ⇒ 人工转正次日 06:35 被打回 pending - 值未变/值变一律不写 data_status（保留既有，含 verified） - 值变：remark 追加「值已更新(batch=…, 旧X → 新Y) 待财务复核」+ 落复核提示件（_reports/，不进队列根） - 新期间仍写 pending（9-14 复核流入口不变）；算式/TARGET_KPIS/阈值逻辑不动	2026-09-25 07:07:01 +08:00
Hermes CI Fix	3beec14d96	fix(alerts): enforce caliber rulings R1-R4 for alert generation ... R1: exclude status=demo entities from alert traversal (alert_generator / deviation_engine / kpi_bep_deriver / alert_rules / cash engine) R2: only generate alerts within the last 6 calendar months (incl. current) R3: only regular month periods (YYYY-MM) participate R4: decouple generation from push - empty notification_channels never blocks Single source of truth: app/utils/alert_entity_scope.py	2026-09-19 10:05:11 +08:00
Hermes CI Fix	ce2f6bfe33	fix(bep): pick target period by period-closed signal, sales threshold as fallback only ... Defect: _pick_target_period treated "month sales < 30% of 6-month avg" as "period not closed", so 2026-08 (actually closed: 3103 carry-forward vouchers present) was skipped because of a low-sales off-season month, pinning the five F_BEP* KPIs at 2026-07. Fix: add _is_period_closed() - primary signal voucher_details (carry_forward=1 AND subject_code='3103'), secondary signal ZXT_LANDING_DIR/{YYYY.MM}/check.md containing both "issue PASS" and "P&L carry-forward PASS". _pick_target_period now scans candidate months desc and returns the first closed one, with no sales filtering; the old sales threshold path is kept only as a fallback (warns "sales-threshold fallback"). Scope: run_derive() formulas, collector, kpi_definitions and cron untouched. Verified: period=2026-08; 167.5 / 60.4 / 39.6 / 118.7 / 85.2; F_BEP_COVER 2026-08 red pending, 2026-07 pending resolved; idempotent on re-run.	2026-09-12 20:08:31 +08:00
Hermes CI Fix	5bcc65b47f	fix(kpi): BEP保本KPI阈值按>=85口径修正 + 新增现金口径派生KPI(剔除折旧560213) + bep-card现金读派生单一事实源 (fin-fix-bep-threshold-20260908)	2026-09-08 15:57:47 +08:00
Hermes CI Fix	1a5356a2d1	feat(kpi): CMA保本点派生KPI F_BEP_REVENUE/COVER/GAP + 每日派生执行器 + 红黄绿静态阈值判定 ... - kpi_definitions entity1 新增3条派生KPI(456/457/458, formula/threshold/unit齐全) - 新增 scripts/kpi_bep_deriver.py: 从 voucher_details 按财务口径聚合 (5001销售收入/5602管理费 YTD月均, 渠补率政策84.61%) → 计算保本销售额/ 覆盖率/缺口 → upsert kpi_values source_type='derived' 幂等 + 同步yellow/red预警 - cron 06:35 注册(紧随 collector 06:30); 自动选最近完整月(8月未结账自动回退7月) - kpis.py get_kpi: F_BEP_* 派生KPI按静态阈值文本判红黄绿(66.9→黄), 不走target比率 - 阈值经财务Bot 2026-09-08裁决: COVER >=100绿 50~100黄 <50红; GAP <=0绿 <=50黄 >50红	2026-09-08 13:43:20 +08:00