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.
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).
Hermes CI Fix