cma-management

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3 Commits

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Author	SHA1	Message	Date
Hermes CI Fix	9d9a79545a	feat(cma): external input ledgers for M2 capability eval (tax/hr/licence) 3 new tables + idempotent DDL migration (prod guard: refuses DB name cma without approval): tax_filing_log (P_TAX_TIMELY), hr_monthly_ledger (L_EMPLOYEE_TURNOVER), licence_ledger (P_LICENCE_OK). Entry API /api/cma/ext-ledger: create / CSV batch import / query by entity+period / derive trigger. on_time is server-derived only; HR rows rejected when end != begin + hires - separations. Deriver writes kpi_values only (source_type=derived, idempotent upsert); denominator 0 returns None and writes nothing; never creates or changes kpi_definitions. Tests: 22 new pytest cases (22 passed); scratch-DB e2e battery 28 assertions PASS with zero production write.	2026-09-15 18:12:05 +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

Author

SHA1

Message

Date

Hermes CI Fix

9d9a79545a

feat(cma): external input ledgers for M2 capability eval (tax/hr/licence)

3 new tables + idempotent DDL migration (prod guard: refuses DB name cma without approval): tax_filing_log (P_TAX_TIMELY), hr_monthly_ledger (L_EMPLOYEE_TURNOVER), licence_ledger (P_LICENCE_OK).

Entry API /api/cma/ext-ledger: create / CSV batch import / query by entity+period / derive trigger. on_time is server-derived only; HR rows rejected when end != begin + hires - separations.

Deriver writes kpi_values only (source_type=derived, idempotent upsert); denominator 0 returns None and writes nothing; never creates or changes kpi_definitions.

Tests: 22 new pytest cases (22 passed); scratch-DB e2e battery 28 assertions PASS with zero production write.

2026-09-15 18:12:05 +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