6 Commits

Include renames

Author	SHA1	Message	Date
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