Commit Graph
13 Commits
Author SHA1 Message Date
wecom-fullstack f32f6e7430 feat(receivables): 催收页只认客户级行 — 月度汇总行不计入卡片/账龄/明细/owners
- 口径实现逐字节取自既有已批准件 475f78b(ASK-20261001-33, wt/hanke-ar-customer-level):
  _is_customer_level_row(plan) = counterparty 非空且非空白(.strip() 覆盖制表符/全角空格)
  用在两处且仅两处:明细循环 + owners 查询 ⇒ 四条消费面同一判据
- 数据零变更:cash_plans 一行不删不改(source='zxt-sync' 的 67 行月度汇总行=正确通道数据,保留)
- 不新写第二份实现;不改 frontend/src/api/index.ts 全局拦截器;无 DDL、无数据迁移
2026-10-02 21:15:42 +08:00
Hermes CI Fix 29dc5c0bdc fix(receivables): unwrap response envelope once + align card/column field names
- Receivables.vue: const d = r (was r.data || r) -> cards/table no longer blank

- cards: pending_balance(待收余额) / overdue / completed_amount / completed_count

- columns: counterparty(+description fallback) / owner(未分配) / settled_amount / plan_date / aging_bucket

- cash.py: summary.completed_count + _plan_dict.settled_amount (existing keys untouched)

- api/index.ts untouched (global interceptor)

(cherry picked from commit d60557622441b971970fb9dc86ef7491c3a9d72b)
2026-10-02 21:12:20 +08:00
Hermes CI Fix 242f3cf5ec fix(fetch-caliber): 取数层排除半年/预测伪期间 + subjects 响应补 entity_id
R3 期间口径(仅 YYYY-MM)延伸到取数层:新增 alert_entity_scope.month_period_clause()(跨库可移植 SQL 等价式),应用到 15 个文件 26 处「按 period 倒序取最新值/最近N期」位点;dashboard 原 MySQL-only REGEXP 正则收口到同单一事实源。

GET /api/cma/subjects 响应增补 entity_id(NULL=全局标准准则科目 / N=账套私有明细),既有 10 字段语义与名称不变。

证据:pending-tasks/_reports/yanxue-20260924-cma-fetch-caliber-fixes-fullstack.md(改前/改后 A/B:F_NET_PROFIT 2026-H2/-55.0 → 2026-08/-10.46)。新增 7 例回归测试;全量 1 failed(预存在) 1473 passed,基线同项。
2026-09-26 02:42:04 +08:00
wecom-fullstack 0c2e57a4cf fix(cma): 工作台跨实体污染治本 — 全局键拆账套 + 缺列收口 + 预警归属兜底
任务 dama-workbench-entity-isolation-fullstack-20260922(DAMA 诊断 / 项目Bot batch5 §B / 任总 2026-09-22「都批」)

B1 现金基线拆账套(零 DDL)
- cash_forecast_engine: 键 cash.current_balance → cash.current_balance.<entity_id>;
  读只读本账套键、不做旧键回退;set_* 签名 entity_id 必传(漏传 TypeError)
- cash.py: POST /balance 挂 get_entity_id;网银流水联动写回带账套
B3(a) alignment_config 拆账套(零 DDL)
- alignment.py: GET/POST /config、GET /tree 只读 alignment_config.<entity_id>;未配置=configured:false
B3(b) 预警 KPI 归属兜底
- bot_bridge_v2: 去掉 kpi_id or 1 兜底;本账套无 KPI 定义 → 跳过建预警 + OperationLog 留痕
  (kpi_alerts.kpi_id NOT NULL ⇒ 方案A 置 NULL 不可行,走方案B 跳过+审计)
B2 缺列五表分表处置
- notification_logs: 经 alert_id → kpi_alerts.entity_id join 归属(无父键行不返回)
- notification_channels / okr_templates: 集团共享口径写入 docstring(有意不过滤)
- system_configs: 由 B1/B3(a) 拆键覆盖;kpi_data_quality_logs 沿用 batch5 的 join 收口
P0 语义收敛
- tenant.py: current_tenant 收敛为项目Bot A2A 状态记录,GET 仅 it/ceo;POST 补 operation_logs 审计
证据:新增/改写用例 22 条;全量 1370 passed(基线 1348)
2026-09-22 11:06:02 +08:00
Hermes CI Fix a0762b367f fix(cma): entity isolation batch4 (cash plan writes, budget ownership, read leaks, okr template)
P0-A cash.py: scope api_update_plan / api_delete_plan / api_complete_plan /
api_register_payment to session entity (cross-entity id -> 404, aligning with
the file's existing get_entity_id endpoints).
P0-B budget.py: write entity_id on BudgetPlan creation + require the KPI to
belong to the session entity; scope /comparison, /comparison/kpi/{id} and
/deviation-report reads to the session entity.
P1 notifications.py: explicit field whitelist (name/config/enabled) on
update_channel to close mass-assignment.
P1 read leaks scoped to session entity: bot_kpis list, data_quality check/stats
(KPI calibre only; quality-log table has no entity_id column), kpis causality
chain + associate-map (KPI and map ownership), dashboard my-kpis,
customer_dashboard list, kpi_governance audit, budget_generate candidates,
driver_budget history (+ entity_id on its write path), expenses stats
(+ entity_id on its write path).
P2 okr_templates.py: write entity_id on the StrategicMap created by apply.

tests: tests/test_cross_entity_isolation_batch4_20260921.py (30 cases;
RED before fix = 22 failed, GREEN after = 30 passed; full suite 1302 passed /
1 xfailed / 0 failed).
2026-09-21 09:37:38 +08:00
Hermes CI Fix 1f7be6b5ae fix(cash): select cash-balance sync targets by explicit kpi_code whitelist
The voucher-import linkage branch picked write targets by kpi_name LIKE '%cash%' and wrote the monetary-fund ledger balance (yuan) into derived KPIs (F_OP_CFLOW / F_FCF / F_BEP_REVENUE_CASH / F_BEP_COVER_CASH). Replace with an explicit kpi_code whitelist plus a unit/caliber gate that refuses writes on mismatch and reports them via kpi_sync_skipped.

Read-only equivalence probe (real function + intercepted writes + rollback) before/after: before wrote 4 derived KPIs, after writes only F_CASH_SAFETY. tests: +9 new cases; pytest failure set identical to baseline (15/15 same ids).
2026-09-14 20:37:12 +08:00
Hermes CI Fix 8693c8e342 feat(kpi): route all voucher_details consumers through single void-mark guard
Single source: app/utils/voucher_guard.py (NOT EXISTS on voucher_void_marks,

key = entity_id+voucher_no+voucher_date and revoked_at IS NULL; same caliber as

the DB view cma.v_voucher_details_active). No hardcoded voucher numbers.

Consumers now guarded: cash.py import linkage (2 fns), reports.py subject/BS

amount (2 sites, also entity_id isolation added), dashboard.py _bep_sum_field,

alert_attribution.py build_subject_attribution. kpi_value_collector.py now

delegates to the shared guard (removes the previous duplicate implementation).

Tests: new tests/test_void_marker_consumers_20260914.py (6 cases).
2026-09-14 19:05:16 +08:00
Hermes CI Fix d71c7fef67 fix(data): 自动归集空汇总不写0 + Excel导入示例文件防线 (DAMA审计20260906代码类) 2026-09-06 16:57:03 +08:00
Hermes CI Fix 3bc68fa1c6 feat: 网银流水导入模板+现金流联动(财务数据通道P1) 2026-08-28 09:59:07 +08:00
Hermes CI Fix 266277d121 feat: 应收款催收闭环 — 催收视图+博海230万录入+回款登记联动 2026-08-14 22:07:02 +08:00
Hermes CI Fix d7e97978c6 fix: 写接口entity_id token优先(resolve_entity_for_request)+ 登录页用顶层entity_id 2026-08-11 11:32:30 +08:00
Hermes CI Fix 9986f38faa feat: 账套模式全量接入 — 12个API entity_id统一走token解析链 + 前端登录选公司/切换器重签token
- 后端: kpis/bsc_layers/cash/predict/growth_quality/tax_compliance/data 的 entity_id 参数统一改为 Depends(get_entity_id)
- 前端: 拦截器删除自动附加X-Entity-Id/entity_id; 登录页公司选择器(按用户名授权过滤); 切换器改POST /auth/switch-entity重新签发token+整页刷新; ReportCenter同步改造
- 修复前后端不匹配: login-entities路由→/auth/entities; login响应entity_id取user.entity_id
2026-08-11 11:29:39 +08:00
Hermes CI Fix 8e277de3de feat: 资金管理强化—缺口预测+收付款计划+预警 2026-08-04 14:53:14 +08:00