Commit Graph
18 Commits
Author SHA1 Message Date
wecom-fullstack 9bbe3001bf fix(alerts): kpi_alerts 去重键改生成侧语义键 dedupe_key(A2)— 文案改动不再重复落库
ci/woodpecker/push/main Pipeline was successful
- 列 dedupe_key VARCHAR(160) NULL + 唯一索引 (entity_id,kpi_id,alert_type,dedupe_key)
- write_alerts 三级判重:dedupe_key 命中 / 历史 NULL 行反解兼容 / 无命中插入
- 并发兜底:savepoint 捕获 IntegrityError 计跳过
- dry-run would_insert 改用 count_would_insert(修复 len(hits) 虚高)
- DDL 幂等执行器 scripts/ddl_kpi_alerts_dedupe.py(check/apply/rollback)
- tests/test_dedupe_key.py 7 passed(T1-T7b);alert/overdue 回归 173 passed
2026-10-22 11:29:54 +08:00
fullstack-botandHermes CI Fix 71867c4c7a feat(ar): 应收账龄看板 + 逾期预警 overdue 接入(阶段A)
T1 逾期预警(§6 财务 2026-10-20 23:23 口径):
- alert_rules 支持 rule_type=ar_overdue;阈值/责任人/排除名单全量走 params(代码零业务常量)
- 90 天占比红线 key 保留但默认 null 停用(不回落 0.25);黄线 15%-25% 保留
- 新增逐户红线「>30 天且 >5 万」+ 聚合红线「150+ 占比环比上升 = 结构恶化」
- assignee 派生:manual → 近 3 个月主业务员(zxt_masterbill emp_id → employee_dict.u_Name,
  缺表时降级同库摘要制单人姓名)→ 部门负责人(渠道 118 / 商务 114 / 直属酒窖 117);
  两路皆失败 ⇒ 该户不生成、进 skipped[],禁落空 assignee
- POST /run-ar-overdue(dry_run 默认 true)+ check-all 分支;只 INSERT 同一 message 幂等

T2 账龄看板:
- GET /api/cma/ar-aging/{meta,trend,overview,customers,customers/export};每条查询带 entity_id
- 三口径分列、caliber=all → 400;缺期 has_data=false 且金额 null(不补 0)
- ArAging.vue:口径后缀/截止期徽标/趋势断点/六档堆叠/逐户可排序导出

单测 21 项全通过(SQLite 夹具,不连生产库);vite build 通过。
阶段A 零生产写:未 push、未部署、未 --apply、未 dry_run=false。
2026-10-21 08:42:24 +08:00
fullstackandHermes CI Fix 60b6ef3bfe fix(alert-rules): dynamic-thresholds 迭代 Column 当行取值致 500
GET /api/cma/alert-rules/dynamic-thresholds 在 {c.name: getattr(c, c.name) for c in
DynamicThresholdCache.__table__.columns} 里把 Column 对象当 ORM 行取属性,触发
AttributeError: 'Comparator' object has no attribute 'id'。改为列名取自表元数据、
值取自 query 结果行;entity_id 过滤与 limit 50/kpi_id 分支不变。

(cherry picked from commit 4130726be411a74a3318d9dc6bbc518a6c60d0ff)
2026-10-18 16:31:52 +08:00
wecom-fullstack 885cfddbff feat(warning-p0a): 资金缺口阈值外置 + 复算对拍 + 讲人话(数字守恒) + 数据就绪核验
ci/woodpecker/push/main Pipeline failed
P0-A(任务 fullstack-20261017-warning-capability-build-p0):
- cash_thresholds.py:阈值迁 per-entity(复用 alert_rules.rule_type=cash_gap_threshold,
  默认 20/10 万不动;无配置/非法/异常一律回落默认,fail-safe 不改预警行为)
- cash_forecast_engine.py:阈值改从配置读取,响应新增 threshold_source 明写来源
- verify_cash_gap_replay.py:同输入双跑逐字段 diff=0 + 手算 3/3 + 端点逐字段对拍(--live)
- cash_gap_narrative.py:复用 ai_brief.call_deepseek,只写原因/建议;
  断言生成文本数字集合 ⊆ 规则层数字集合,违例即不带文案上线
- audit_warning_data_readiness.py:G0 只读核验(cma_reader SELECT only),
  行数/期间/枚举 + 数据质量缺口(期初全 0、负期末、单批次、无员工维度表)

未 push(push 即部署,须项目侧书面放行);未改生产库/未动 cron。
2026-10-17 23:33:51 +08:00
Hermes CI Fix 1613f7f961 fix(cpa): sales bill-type whitelist for customer revenue caliber (P0)
ci/woodpecker/push/main Pipeline failed
Customer revenue/concentration now filters bill_type IN (1,4,14) (XSD/XSTHD/XSHHD).

Non-sales docs (JHD purchase, YFKD prepay, YSKD accept, QTRK, SKD, YBFYD) carry SUPPLIER unit_id and were polluting 'customer concentration' (old Top1/Top2 were our biggest suppliers; root cause of 6.04x base gap).

Unify sign filter to (sum_money+sum_tax_money)>0 (equivalent to money_only on current data, diff 0 rows) and correct the withdrawn 407-row/17.2% wording in cpa_caliber docstring.

Deriver: anchors from cpa_caliber single source; new --concentration overwrite and --only concentration (minimal 9-row write face) with pre-overwrite backup.

Tests: fixture gains bill_type/sum_tax_money; +5 whitelist cases (44 passed targeted).
2026-10-09 17:00:37 +08:00
Hermes CI Fix 451c994a86 feat(cpa): customer profitability MVP P0-a/b - revenue caliber single source + snapshot table + 9-card tri-state
Task: finance-20261003-cpa-customer-profitability-mvp-fullstack (P0-a / P0-b)

- backend/app/utils/cpa_caliber.py (new): single source of truth for
  customer-level revenue aggregation from zxt_masterbill. Reused by
  alert_rules._customer_revenue_shares (dedupe: no second implementation).
- backend/scripts/migrate_cpa_snapshot_20261004.py (new): idempotent DDL for
  customer_profitability_snapshot (UNIQUE entity_id+period+unit_id),
  --check / --apply / --rollback / --status / --show-create + journal.
- backend/scripts/kpi_customer_profitability_deriver.py (new): monthly
  snapshot + kpi_values upsert (single transaction, idempotent).
  fail-closed: cogs_alloc / chan_sub / contrib / contrib_rate stay NULL and
  are never written as 0 or as an apportioned value.
- backend/scripts/sql/cpa_kpi_defs_20261004.sql (new): C_CUST_REVENUE and
  C_CUST_COUNT active; 5 P1 codes registered inactive with fail-closed reason.
- backend/app/api/customer_dashboard.py: new read-only endpoint
  GET /api/cma/customer-dashboard/standard-indicators returning the 9-card
  tri-state (value / no_data / undefined). Reads kpi_definitions via raw SQL
  to stay decoupled from the in-flight KPI direction DDL.
- frontend/src/views/CustomerDashboard.vue: 9-card panel rendering the three
  states (never renders an empty value as 0).

Anchor check 2026-01..09 (offline sqlite rehearsal, ALL_PASS=true):
73 customers / 4883.52 wan / top1 25.3835 / top2 23.4905 / top4 63.3249 /
top10 81.7675 - all six match the task acceptance anchors.

No production write and no deploy in this commit; release is gated.
2026-10-09 17:00:37 +08:00
Hermes CI Fix 5d7b3cc728 feat(h2-forecast): 实测区/预估区口径分离 —— 对外读路径默认只取实测区
ci/woodpecker/push/main Pipeline failed
- 新增 app/utils/kpi_value_scope.py(口径单一事实源:actual_only_clause / forecast_only_clause / is_forecast_row)
- dashboard.py: /kpis /my-kpis /finance-analysis /predict /my-dashboard / latest_kpi_value 默认剔预估,include_forecast=true 单列返回
- alert_rules.py: 动态阈值白名单去 estimated + 4 处读路径加实测区判据
- 前端 ForecastTag.vue 新增;Dashboard.vue / MyDashboard.vue 预估单列 + 标签(不与实测相加)

Task: finance-20261002-h2-forecast-separation-deploy-fullstack
2026-10-02 23:33:15 +08:00
wecom-fullstack 467472311d feat(cma): audit write-side entity closure + entity-dimension data dictionary
task dama-entity-isolation-sweep-20260923 (sections 2-2 4/5, merged by projectBot 2026-09-23 18:2x)

4) operation_logs write side: every audit write carries the account (no DDL, no column added)

   - new app/utils/oplog.py::log_op() single wrapper: sets detail.entity_id; scope=global for

     by-design non-entity writes (platform dict / role-level); scope=batch + OPLOG_BATCH_NO_ENTITY

     sentinel for cross-account batches; no context -> OPLOG_NO_ENTITY sentinel (never guess)

   - 16 remaining construction points converted (data/alert_rules/bi_reports/kpi_causality/

     bot_bridge x2/budget_generate/driver_budget/kpis _log x3/templates _log x2/erp_sync);

     pre-4 state had 20 sites without entity_id, now 0 outside the wrapper

   - read side untouched (knowledge_service still user_id fallback); history not backfilled

5) docs/entity-dimension-data-dictionary.md: 8-table three-state registry

   (kpi_templates/driver_factor_templates/scenario_suggestions/bot_bridge_config = non-entity;

    kpi_subject_map = inherited via kpi_id; analysis_results/subjects = account dimension,

    legacy rows still NULL -> other task; operation_logs = non-entity column + detail.entity_id)

Evidence: RED 2 failed/7 passed (reverted call sites) -> GREEN full 1428 passed; 9 new tests

including two read-back rows; app md5 restore verified identical; no cross-account writes

LOCAL commit only - push is gated (ahead contains the P1 entity-dim batch commit fb4609b)
2026-09-23 23:08:26 +08:00
Hermes CI Fix 5a99ed87e0 fix(alerts): enforce caliber ruling R5
- alert_entity_scope: add is_attributable_period / guard_alert_period (R5) and entity_alert_guard (R1, any write path)
- alert_rules.run_all_alert_checks: skip non-YYYY-MM period alert rows (R5)
- bot_bridge / bot_bridge_v2: R1 demo-entity guard + R5 period guard on write paths
- tests: new R5 suite (10 cases)

Not pushed / not deployed (release gate held by 任总).
2026-09-19 10:42:09 +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 9822fbd9ba feat(alerts): 新增客户集中度预警规则 customer_concentration + 预测偏差规则启用/联动每日预警生成
- alert_rules: 新增 rule_type=customer_concentration(单一/前N客户收入占比超阈值触发,黄=超阈值/红=阈值x倍数)
  数据源 zxt_masterbill 客户(往来单位)收入聚合,unit_id<=0 占位剔除;无客户数据可回退 KPI 口径
  复用现有 KPIAlert 生成链路:check-all 内联分支 + 专用端点 POST /run-customer-concentration
- alert_generator(每日9:00): 新增规则引擎步骤,复用上述检查函数跑 forecast_deviation/customer_concentration
- AlertList.vue: 规则类型筛选/编辑项 + 参数表单 + 客户集中度检查按钮
- 测试: tests/test_customer_concentration_rule.py 17 条(规则注册/聚合/双数据源/黄红灯/去重/check-all)
- 验证脚本: scripts/verify_forecast_deviation_rules_e2e.py / verify_customer_concentration_rule_e2e.py
2026-09-10 09:56:50 +08:00
Hermes CI Fix 74dc9baff5 fix(security): 多租户隔离全量修复 security-fix multi-tenant (OpenCode审查P0)
- bot_bridge 18数据端点全部 entity_id 隔离(Depends(get_entity_id)/body),/ping /risk-levels 豁免
- alert_rules 11端点 entity_id 隔离 + KPIAlert/DynamicThresholdCache 写入 entity_id
- reports 17端点隔离 + generate_report 写 ReportHistory.entity_id + history 按 entity 过滤
- ai_analysis 移除硬编码默认key,改 _require_deepseek_key() 强制 env 缺失 503
- budget auto-decompose 硬编码 entity_id==1 改请求 entity
- kpis update_kpi 加 UPDATE_KPI_WHITELIST 白名单(status/important_flag 不可越权改)
- data_quality 收敛:删 MySQL JSON 版 _run_rule_checks,check-governance 复用 _run_governance_checks(SQLite 兼容)
- _eval_threshold invert 参数修复(>=↔< 等取反),red 分支不传 invert 保持行为
- 新增 test_security_multitenant.py 13条(bot_bridge/alert_rules/reports 隔离 + invert + SQLite governance)
- models 6表加 entity_id 列;生产库已 ALTER + 按真实归属回填(kpi_alerts 472行中216行属entity≠1)
2026-08-31 10:14:22 +08:00
Hermes CI Fix 6b6043536a feat: 预测性成本智能升级 — 历史回归弹性校准 + 预测偏差告警
升级1: 宏观敏感性弹性历史校准
- 内置宏观历史数据(oil/usd/cpi 2026-01~07月度)
- 变化率弹性: 同period匹配KPI历史vs因素历史算弹性
- 合理性校验: |弹性|超出[0.01,0.5]视为噪声回退规则(诚实标注)

升级2: 预测偏差告警闭环
- 新表 kpi_forecast_log(预测历史)+模型KpiForecastLog
- 预测时落库(同KPI同预测期覆盖)
- alert_rules 支持 rule_type=forecast_deviation(threshold_pct)
- POST /alert-rules/run-forecast-deviation: 预测vs实际偏差>阈值生成预警(去重, 超2倍阈值红色)
- 端到端验证: 模拟实际500vs预测399.55→偏差20.1%>5%→红色预警生成

回归: pytest 40 passed(predict+alerts)
2026-08-25 00:55:50 +08:00
Hermes CI Fix fb9eba38a8 feat: 多租户隔离P2批2 — 预算/成本/费用/预警规则/BI报表加entity_id
- 12表加entity_id列(预算/偏差/规则/成本4表/费用2表/BI2表/驱动预算)
- 模型: BudgetPlan/StandardCost/ActualCost/AbcActivity/AbcAllocation/DriverFactorBudget/BiReport/Template/BudgetDeviationAlert/ExpenseRule/Reimbursement/AlertRule
- API隔离: budget plans / cost standard+actual / expenses rules+reimb / bi_reports list / alert_rules list 按token企业过滤
- 回填: kpi_id关联按KPI归属, 无关联默认酣客(entity=1); 当前数据全归酣客
- 验证: import+全端点200+pytest 451 passed
2026-08-23 18:20:29 +08:00
Hermes CI Fix 748c2da43f feat: 数据治理 — 入库约束+元数据卡片+编码清洗+审计看板 2026-07-22 12:06:52 +08:00
Hermes CI Fix c4e91f28ef feat: AI事前预警 — 现金流预测+预警扩展+准确率+情景建议 2026-07-21 18:22:04 +08:00
Hermes CI Fix 6218a7d2db fix: 战略地图P0修复 — KPI code统一+放开同层连线+数据迁移 2026-07-14 16:02:33 +08:00
Hermes CI Fix 3dddd36866 init: 管理会计OS初始代码
包含前后端完整代码:
- 前端:Vue3+Vite+ElementPlus
- 后端:FastAPI+SQLAlchemy
- 模块:驾驶舱/KPI/战略地图/预警/预算/成本/预测/改善行动
- 当前版本:v1.0.0
2026-05-28 17:32:22 +08:00