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Hermes CI Fix ba85e03f2f feat(cma-report): 资产负债表取数层重分类 R1~R12（调表不调账）
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依据《CMA 资产负债表重分类规则表 v1》（wecom-finance，任总 2026-09-16 批准落地）。

新增 backend/app/services/report_reclass.py：12 条规则挂 CMA 真实科目编码的取数层重分类引擎
- 余额方向规范化：资产 sum(借-贷) / 负债·权益 sum(贷-借)，正常余额一律为正
- 触发判定全部基于原始余额（单遍、幂等），R3/R4 等互为镜像的规则互不干扰
- 科目取数前缀匹配（1122% 覆盖 112201 明细）；备抵科目 1602 反向取数（修正固定资产净额虚增 2 倍折旧）
- 只读 voucher_details + 作废守卫，不生成记账凭证
- 输出：触发条目 / 不变量 / 负数清单 / 模板待核 / 未列报科目 / 损益未结转 诊断

reports.py：
- /balance-sheet 接入重分类；新增 basis 参数（end=期末余额累计为默认 / period=本期发生额兼容回退）
- 有凭证明细时不再混入示例数据（展示口径与落库口径同源）；行项目增 raw_value/reclass_adjustment 可追溯
- 规则落位项目（模板未单列）按虚拟行列报；补「长期待摊费用(1801)」行、未分配利润补 3103/3104 别名
- 新增 /balance-sheet/reclass-working-paper(+ /export) 底稿 JSON/Excel；statutory 导出新增「重分类底稿」Sheet

测试 tests/test_report_reclass.py 14 例（触发/不变量/幂等/多租户/口径/底稿/虚拟行/阻塞规则）
全量 pytest：1108 passed, 1 xfailed。现网只读验收 scripts/verify_reclass_live_20260916.py（酣客 entity1 2026-08）
 2026-09-16 00:38:01 +08:00
Hermes CI Fix fdf805ab8f test(cma): clear 10 pre-existing baseline failures (cma-baseline-tests-cleanup-20260915) 
No production code changed. Root causes were all test-side staleness:

- test_cash TestVoucherImport: fixture filename contained 'test' -> rejected by the intentional import guard (d71c7fe); renamed, and missing-columns case now asserts the column check is what returns 400

- test_budget_tech_improve TestP1ValueCollect: seeded voucher_details source rows; collector deliberately skips empty aggregates since d71c7fe (no more implicit 0), and preview call now passes an explicit period

- test_roadmap_r2r5 / test_budget / test_ai_suggestions: seeds hardcoded 2026-08 (authoring month) while detectors/rule engine use the current month -> replaced with current-period seeds

pytest tests/ -q -rf: 1094 passed, 1 xfailed, 0 failed (baseline was 10 failed, 1084 passed, 1 xfailed)
 2026-09-15 18:36:46 +08:00
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 b796897f8c fix(auth): unify site-wide 401/403 semantics (cma-auth-401-403-unify-20260915) 
require_auth now uses HTTPBearer(auto_error=False) and raises 401 explicitly
when the Authorization header is missing or non-Bearer, matching
require_auth_401. Unauthenticated requests are 401 for every user endpoint;
authenticated-but-forbidden (cross-entity / role) stays 403.

- app/auth_middleware.py: single optional bearer, 401 on missing token
  (require_auth_401 kept as a compatibility alias)
- tests: update 4 pre-existing cases that asserted 403 without a token
  (test_auth, test_reports, test_kpi_causality, test_expenses,
  test_api_auth_surface_20260914) - intentional behavior change
- add tests/test_auth_401_unification_20260915.py: sample + full sweep
  (all AUTHED GET routes -> 401), invalid token -> 401, cross-entity and
  role-denied still 403, bot channel (X-BOT-KEY) and public paths unchanged
 2026-09-15 17:00:52 +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 a8a82ff837 feat(kpi): 归集侧接作废/撤单标记过滤（voucher_void_marks） 
- kpi_value_collector: 所有消费 voucher_details 的归集路径统一排除已作废凭证
  (NOT EXISTS voucher_void_marks, entity_id+voucher_no+voucher_date+revoked_at IS NULL),
  与 DB 视图 v_voucher_details_active 定义一致；标记表不存在时自动跳过（兼容旧库）
- 禁硬编码：凭证号不出现在代码/配置，撤单只需写标记表
- verify_cashflow_direct_caliber: 2026-08 从已知差异放行改为硬断言（8 期逐期一致）
- tests/test_void_marker_filter_20260914.py: 标记表在/不在 两分支 3 例
 2026-09-14 18:44:39 +08:00
Hermes CI Fix 8fa6c7f520 feat(kpi): auto_collect review gate (finance ruling 2026-09-14) 
R2 rule-gate auto-promotion + R3 exception interception in the same collect transaction; merge duplicate rows, keep single verified main per (kpi_id, period); reuse kpi_bep_deriver._is_period_closed; no schema change (data_status/remark only).

Task: finance-20260914-autocollect-reviewflow-impl
 2026-09-14 18:12:38 +08:00
Hermes CI Fix ec58efa20b fix(budget): 偏差检查同 KPI 多计划去重（deviation-check 补 db.flush） 
autoflush=False 下，check_budget_deviation 循环内 existing_alert 去重查询
查不到本次刚 add 未 flush 的行 → 同期间同 KPI 多 active 预算计划会重复告警。
add 后补 db.flush() 使其对下一次循环可见。附回归测试。

Ref: yanxue-20260914-budget-p13p14-activation 遗留②试跑发现的缺陷
 2026-09-14 17:56:26 +08:00
Hermes CI Fix 40d522cd34 fix(security): retire default-credential surface (yanxue-20260914-cma-defaultcred-code-fix) 
- Login.vue: no prefilled default creds; no anonymous entity enumeration on mount

- deploy.sh: readiness polling (0.5s/30s cap) replaces fixed sleep 3; login smoke reads same-source 600 secret file, missing file = explicit abort

- 19 verify/check/gen_report scripts: shared _admin_creds() loader (CMA_ADMIN_ENV -> ops .secrets -> profile copy); no hardcoded creds

- tests: single TEST_USER_PASSWORD fixture constant; docs: pointer to 600 secret file; removed 4 legacy .bak + pycache residue
 2026-09-14 17:39:53 +08:00
fullstack-bot b815b7f623 fix(security): close unauthenticated CMA user API surface + audit tool (cma-api-auth-surface-audit-20260914) 
Root cause: main.py include_router had no global auth dependency; user routers
(products/cost/predict/...) relied on assert_entity_scope, which treats a
missing session token as the Bot service channel and lets the request through.
Result: 46 user endpoints returned data without any token on a public site.

Changes:
- auth_middleware.py: add require_auth_401 (missing Bearer -> 401, delegates to
  require_auth otherwise); 401/403 semantics are explicit.
- router-level Depends(require_auth_401) on products, cost, predict,
  notifications, permissions, tenant, alignment; endpoint-level on
  /auth/roles and /admin/cache/clear.
- deps.py: document that get_entity_id/assert_entity_scope are NOT auth.
- frontend: add the missing Bearer header to 5 tokenless fetch/axios calls that
  hit the newly protected endpoints (KPIAlignment x2, RolePermissions x2,
  Dashboard x1).
- tests: new test_api_auth_surface_20260914.py (58 cases: no-token 401,
  token 200, cross-entity 403, bot channel unchanged); adapt test_predict /
  test_kpi_forecast to send session tokens like production.
- scripts/audit_api_auth_surface.py: reusable FastAPI dependency-graph audit
  (423 endpoints; A bot / B gap / C public), exits 1 when a B-class gap exists.
 2026-09-14 16:41:15 +08:00
Hermes CI Fix aac1bd1df1 fix(security): retire check-governance + scope /reports/dupont to session entity 
- data_quality.py: remove GET /check-governance (no caller repo-wide; its
  entity_id param had no session auth -> cross-tenant read; duplicate of
  governance-check) -> the path now returns 404
- reports.py: /reports/dupont resolves the analysis target from the session
  account (assert_entity_slug_scope / resolve_session_slug); explicit
  cross-entity entity param -> 403, illegal value -> 400; the 2026-08-31
  cross-entity exemption is revoked (docstring updated)
- frontend: drop the checkGovernance api definition; DupontAnalysis.vue
  entity radio group -> read-only session entity tag, request without param
- tests: TestCheckGovernanceRetired (404 x2), TestDupontSessionScope (3),
  TestDupont reworked to account-bound tokens (8 tests)
- docs/api-verification-split.md: drop the retired row, note 334/404 -> 333/403

pytest: 10 failed / 957 passed / 1 xfailed vs HEAD baseline 10 failed /
951 passed / 1 xfailed (identical failure set -> zero regression)

(cma-residual-cross-entity-cleanup-20260914)
 2026-09-14 12:09:04 +08:00
Hermes CI Fix 115a0ec755 fix(security): 4端点补跨租户鉴权 — 实体1会话读实体2数据(200)→403 (cma-cross-entity-endpoints-auth-20260914) 
背景（项目Bot 补充复验 §四#2）：以下 4 个只读端点未做会话账套鉴权，
用 entity=1(酣客) 会话 token + 显式 entity 参数可读到 entity=2(博海) 数据（HTTP 200）：
  - GET /data-quality/governance-check?entity_id=2   → 200 score=88（对照 entity1=72）
  - GET /products/matrix?entity_id=2                 → 200
  - GET /alerts/risk-matrix?entity=bohai             → 200 博海风险矩阵
  - GET /action-plans/coso-checklist?entity=bohai    → 200 博海 COSO total_score=55
另：risk-matrix / coso-checklist 在非法实体值下静默回落酣客数据，UI 标签与数据不一致。

改动：
1. deps.py 新增统一防护入口 assert_entity_scope / assert_entity_slug_scope /
   get_session_entity / resolve_session_slug（文案对齐 get_entity_id：无权访问企业 entity_id=X（当前账套: Y））
2. governance-check / products/matrix：entity_id 须等于会话账套，否则 403；
   缺省按会话账套（governance-check 原缺省 0=全部 → 登录态下按账套收敛）
3. risk-matrix / coso-checklist：entity 须等于会话账套，否则 403；
   非法值 → 400 显式报错（不再静默回落酣客）
4. P3：POST /auth/switch-entity 加 DEPRECATED 注释（前端已无调用，保留不删）
5. 测试：tests/test_security_multitenant.py 新增 TestCrossEntityEndpointAuth 15 例
   （跨实体 403 / 同实体 200 / 缺省按账套 / 非法显式报错 / 参照端点行为不变）

验证：pytest tests/ -q → 951 passed（10 项失败为改动前既有基线，已 stash 对照确认）；
      真实后端冒烟 19/19 PASS（entity=1 会话 4 端点跨实体全 403）。
 2026-09-14 11:19:05 +08:00
wecom-fullstack e159db058a fix(alerts): F4b 展示口径与落库口径同源 — summary/suggestions/upcoming_7d 按快照批次 mode 过滤 + raw/excluded/batches 可见 (dama-cashplan-zombie-alert-cleanup-20260913) 2026-09-13 07:38:58 +08:00
Hermes CI Fix b8f4a3d543 chore(security): 凭据治理收口 — 清除硬编码DB账号/口令，脚本与API统一从 backend/.env 读取(无明文兜底)；取消跟踪 .pyc 构建产物 (credential-governance-20260912) 2026-09-12 23:34:35 +08:00
Hermes CI Fix 46fc1a4ecc fix(bot-bridge): subjects category 白名单补齐库内实况 revenue/profit_loss — 消除库内合法值被400拒 (dama-cma-subjects-category-whitelist-20260912) 2026-09-12 11:09:16 +08:00
Hermes CI Fix ca2832b698 fix(bot-bridge): subjects 写入端点编码长度收敛到 DB 列宽20 — 21~32字符编码原穿过校验触发 MySQL 1406 整批500, 改为400拒绝 (dama-cma-subjects-write-endpoint-20260912 复核) 2026-09-12 10:46:57 +08:00
Hermes CI Fix 840d98765d feat(bot-bridge): 新增会计科目写入端点 POST /api/cma/bot/subjects — 行级全量校验+按subject_code幂等UPSERT(dry_run/update_existing开关)+L3留痕, 绝不DELETE (dama-cma-subjects-write-endpoint-20260912) 2026-09-12 10:42:46 +08:00
Hermes CI Fix af541e9043 feat(bot-bridge): 新增智享通科目字典写入端点 POST /api/cma/bot/dict/zxt-account — 幂等UPSERT(JSON/CSV)+L3分级+audit留痕, 解除 ops 管道 API 迁移阻塞 (ops-cma-dict-write-endpoint-20260912) 2026-09-12 10:07:20 +08:00
Hermes CI Fix e22093256b fix(kpi): suggest 保留历史默认口径 middle_best — 修复未知编码被误判为 higher_better（C_REBATE_RATE/BH_SALES_10 建议退化） (project-20260911-threshold-fix) 2026-09-11 17:27:12 +08:00
Hermes CI Fix 4c6fb85cf5 fix(kpi): 阈值红黄绿读写/填写规则修复 — 统一解析器+红灯优先+建议可解析+前端校验+存量修正 (project-20260911-threshold-fix) 
① 新建 app/utils/threshold_parser.py 统一解析/判定（单一事实源）：
   - 支持负数（>=-100000）、闭区间 A~B、多条件 C1|C2；空串=未设置
   - 判定顺序 red→green→yellow：红灯优先（消除宽黄灯遮蔽红灯），
     green 先于 yellow（green 是主条件，yellow 是更宽兜底带）
② kpis.py / alert_generator.py 双实现收敛到统一解析器（消除重复维护）
③ thresholds.py suggest 输出可解析表达式（原黄色/适中型生成 `52.33~107.67`、`偏离55%` 等
   区间/文字 → 用户点"自动建议"填入后静默失效；另修复大数目标生成 1.6e+06 科学计数法）
④ KPIDetail.vue 三个阈值输入加 placeholder/tooltip/帮助文案 + 保存前格式校验（非法即拒）
⑤ 存量 4 个不可解析表达式修正（id=46 C_REBATE_RATE / id=327 BH_SALES_10），
   改前 mysqldump 备份 backend/scripts/backups/kpi_definitions.bak-20260911.sql +
   threshold_rows_before_20260911.json（可回滚）；不可解析 5→0
⑥ 单测 97 条 + 红黄绿判定回归 367 判定点（旧→新差异 14 条，含差异说明）
 2026-09-11 17:25:24 +08:00
Hermes CI Fix f61b6ce604 fix(cash): 智享通凭证行级幂等键剔除派生period + period_conflict留痕 + 批内行序防吞行 (dama-zxt-idemkey-period-20260911) 
缺陷: 行级幂等键含 period(日期派生属性)，summary口径切主表VoucherDate后判重失效→重复入库(实测V17756 6行)。修: 幂等键=(entity_id,voucher_no,subject_code,debit,credit,summary)；命中且period不同→period_conflict计数仅留痕不覆盖；同键多行按载荷内出现次序编号防跨批次吞行；返回体/日志补计数。回归测试10项 + 真实快照41830行复推实证(测试库)。
 2026-09-11 17:13:07 +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 397c365263 feat(maps): 战略地图版本管理完整实现（方案B）— versions API列表/详情/回滚带自动备份/备注 + MapVersions独立版本页 + 路由注册 + 版本弹窗接真实数据 (project-20260908-map-versions-page) 2026-09-08 20:11:59 +08:00
Hermes CI Fix 193061cf4d fix(data): 数据管理模块脱节修复 — Excel导入/sources端点 entity 隔离 + ERP直连通道诚实化(410) + 真实zxt链路展示 
- import_excel/import_excel_smart KPI字典按 entity_id 过滤（防跨账套匹配串写，P0安全）
- import_excel_smart 自动建KPI编码防冲突（_next_code 循环取号）
- sources list/create/update/delete 全部按 entity_id 隔离（create 写入当前账套）
- sync-kpis + admin/erp-sync 下线返回410（erp-gateway DB凭据2026-08-31已删，真实通道=zxt智享通注入）
- 新增 GET /data/channel-status：展示真实zxt取数通道状态+遗留ERP数据源清单（诚实化）
- DataManage.vue：数据源tab顶部展示真实通道(最近注入period/时间/行数/落盘目录mtime)、ERP遗留源标注'非当前通道'、实际取数映射(kpi_value_sources)表格
- 新增 test_data_entity_isolation_20260908.py（8条：双账套导入隔离/CRUD隔离/sync-kpis 410/channel-status）
 2026-09-08 11:19:38 +08:00
Hermes CI Fix ac645a56ee fix(security): ai_analysis多租户隔离缺口 + dashboard预警计数 + bot_kpis归属 + cost账套过滤 + kpis create白名单 (OpenCode审查20260907) 
- ai_analysis: generate_rule_suggestions pending预警按entity过滤; kpi_analysis归属校验404;
  dashboard-analysis-stream/ask/review-plans 补 get_entity_id + KPI/ActionPlan/KPIAlert 全按账套过滤;
  stream cache key 含 entity_id (原跨企业串缓存)
- dashboard: summary alert_count 补 KPIAlert.entity_id 过滤 (kpi_total 已有)
- bot_kpis: update_bot_kpi_value 归属校验 404 (原任意登录可改他企 bot KPI)
- cost: ActualCost/StandardCost 确认多企业共用 → cost_overview/variance/breakdown/dashboard
  补 entity 过滤(engine 函数加 entity_id 透传); dashboard total_cost 既有 KeyError 修复
- kpis: create_kpi 字段白名单 (仿 UPDATE_KPI_WHITELIST+kpi_code), 拦截 status/important_flag 注入
- tests: 新增 test_multitenant_ai_20260907.py 11条越权用例 (跨entity 404/空返回断言)
- 全量 pytest: 745 passed / 10 failed(与基线 HEAD 一致, 存量问题非本次引入) / 1 xfailed
 2026-09-07 10:22:24 +08:00
Hermes CI Fix 696f8bc934 feat(cost): 成本模型加研发归集维度 research_flag/project_type (cma-rd-dimension-20260905) 
- StandardCost/ActualCost 增加 research_flag(int,idx)/project_type(varchar30,idx)
  project_type: platform_dev平台研发/client_delivery客户交付/internal内部管理
- 生产库两表 ALTER 完成, 存量 29+134 行默认 internal(保守防误归研发)
- API: create/update 支持写入维度, 未传默认 client_delivery(录入默认),
  research_flag 未显式传入按 project_type 联动(platform_dev=1);
  create/update/delete 绑定 entity_id(token优先, 防跨账套)
- API: standard/actual 列表支持 project_type/research_flag 过滤
- 前端 CostDashboard: 表单加归集类型下拉(默认客户交付+研发提示),
  列表加归集类型列(标签), 工具栏按归集类型过滤
- tests: test_cost.py +6 用例(默认值/联动/过滤/更新)
- scripts: verify_cost_research_dimension_e2e.py 生产E2E(标记+清理+回查)
 2026-09-05 09:10:35 +08:00
Hermes CI Fix 9eab9bb8a1 Revert "fix(knowledge): articles共享层语义对齐评审方案——entity_id=0系统共享(替代NULL) (entity-memory-partition 复核对齐)" 
This reverts commit 5e96d15888.
 2026-09-03 23:09:58 +08:00
Hermes CI Fix 5e96d15888 fix(knowledge): articles共享层语义对齐评审方案——entity_id=0系统共享(替代NULL) (entity-memory-partition 复核对齐) 2026-09-03 23:09:04 +08:00
Hermes CI Fix e22e1702f8 feat(knowledge): 企业记忆分区——知识三表entity_id多租户隔离 (entity-memory-partition P1) 
- knowledge_events/knowledge_summaries: entity_id NOT NULL DEFAULT 1 + 索引（企业记忆抽屉）
- knowledge_articles: entity_id 可空——NULL=全局共享(CMA教学知识), 有值=企业专属
- knowledge_service 全链路 entity_id: extract_events(KPIAlert直过滤+OperationLog经user_entities归属)/_kpi_snapshot(修跨企业KPI泄漏)/generate_summary/get_last_summary/run_*/sync
- api/knowledge.py 8端点 Depends(get_entity_id) 强制过滤；详情越权404
- api/knowledge_articles.py 全局∪本企业查询；企业专属越权404
- 生产DB三表ALTER+索引已完成; 存量38篇教学文章保持NULL全局共享
- 测试 test_security_knowledge_partition.py 8条(双实体互查越权/生成自动带entity/全局文章双可见)
- 方案文档 docs/knowledge-entity-partition-plan-20260903.md（附评审决策点）
 2026-09-03 23:00:15 +08:00
Hermes CI Fix 80fbc11cba feat(bot-tier): M1 Bot侧高危建议创建通道+目标值直写收口 (P0-②分层授权) 
- 新增 POST /api/cma/bot/ai/suggestions (bot_suggestions.py, X-BOT-KEY鉴权, L2)
  高危建议(kpi_target/budget_adjust/action_plan) status恒unapplied 等人审批
  source白名单(bot/rule)防冒充manual; entity多租户归属校验; 幂等防重
- risk_levels.py: API_RISK_MAP加新端点 + 文件头补写操作语义分级low/high说明
- 收口: bot/kpis/create-with-links 拒绝直写非零target_value(显式置0, 考核基准=人拍板)
- test_risk_levels: L2计数5→6; 新增test_bot_suggestion_channel 12条(鉴权/语义/多租户/幂等/审批闭环/审计)
 2026-09-03 18:08:27 +08:00
Hermes CI Fix e5dd6e380b feat(cashflow): 现金流量表结构分析——三大活动净额八类企业定性判定 (P1) 
- 后端: cashflow_structure.py 模块 (GET rules/periods/values/analysis + POST values upsert)
- 判定: O/I/F 三净额符号 → 8类企业定性 (CMA P2 现金流量表分析, 无'现金流肖像'字样)
- 数据: cash_flow_structure_values 表 (entity_id+period 唯一), 官方现金流量表净额按期间注入
- 前端: CashFlowStructure.vue 判定横幅/瀑布图/规则表/入库记录 + MyDialog 录入弹窗
- 菜单: 财务报表分析 → 现金流量表分析 (路由 /cashflow-structure, 角色 ceo/finance/it)
- 测试: tests/test_cashflow_structure.py 7 条通过 (规则8类/判定/覆盖/博海边界6-7/非法期间)
 2026-09-03 01:22:46 +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 076bd0dae0 feat(r1-touch): 建议分级+决策类推送+应用前预览 (alert不推送/同title防轰炸/preview对比) 2026-08-31 09:07:54 +08:00
Hermes CI Fix 27d8269667 feat(proforma): 预编报表（预算版三张报表）P2 — 预算vs实际vs差异，独立/proforma端点，复用budget_plans+报表模板，无预算行显式标注 2026-08-30 23:13:32 +08:00
Hermes CI Fix 6910d90288 fix: auto-verify验证引擎4项缺陷修复 verify-fix (OKR幂等防重累加/entity_id多租户回填/period期间过滤/status done->completed) 2026-08-30 19:16:19 +08:00
Hermes CI Fix ad68471b29 feat: 路线图R1决策建议一键落地+R2机会推送+R5预算闭环 
R1(P0): AI建议一键应用到KPI/预算/行动方案
- 新表 ai_suggestions + AISuggestion 模型(init_db自动建)
- /api/cma/ai/suggestions CRUD + /{id}/apply(复用kpis/budget/action_plans) + dismiss
- 应用写 OperationLog(action=ai_suggestion_apply, detail含suggestion_id/before/after)
- 规则驱动建议生成 generate_rule_suggestions(低执行率/高执行率/预算超支/pending预警)
- 幂等: 同entity+type+target_id+title+unapplied不重复建; applied后拒绝重复应用
- 前端: Dashboard AI面板建议卡(应用到/忽略) + 建议中心页 /ai-suggestions

R2(P1): 数据找人扩大-机会类推送
- scripts/opportunity_detector.py: KPI向好(执行率>110%)/预算余量(<70%且actual>0)/预测上行
- scripts/daily_push.py: 异常+机会 每日9:15推企微(8800/send, --dry-run调试)
- crontab: 15 9 * * * (alert_generator 9:00之后)

R5(P0): 预算闭环加固
- auto-decompose批量幂等: 只取年度行(period=YYYY-00)+同KPI多版本取一行
- scripts/closed_loop_check.py: 预算执行率异常→检查现金流/行动同步→缺失提示+报告
- scripts/verify_decompose_idempotent.py: 幂等验证脚本

测试: test_ai_suggestions(10例)+test_roadmap_r2r5(14例); 修test_budget幂等契约适配年度行
全量: 673 passed
 2026-08-30 12:05:36 +08:00
Hermes CI Fix 5b920df8a0 fix: 预算年度分解幂等加固+数据质量七规则测试 
- auto-decompose批量聚合只取年度行(period=YYYY-00)排除月度行，修复重复点击执行分解年底预算滚雪球
- 同一KPI多个version年度行时只取一行(优先请求version)，避免多版本叠加总额虚高
- 新增tests/test_data_quality.py: 财务七规则(governance-check)3用例全过
 2026-08-30 10:27:01 +08:00
Hermes CI Fix 94aeb14e95 feat: 预算系统6项技术改进（告警归因/实际值自动归集/真零基/派生规则/告警路径统一/现金流分类） 
P1-③ 告警归因: budget_deviation_alerts+alert_type/attribution/scenario_id, 归因引擎alert_attribution.py(子KPI/科目/量价差/趋势), deviation-check统一写归因+场景, GET /deviation-alerts/{id}/attribution详情(旧告警现场组装)
P1-④ 实际值自动归集: kpi_value_sources/kpi_value_collect_logs表+CRUD+试跑+覆盖率, 采集器kpi_value_collector.py(voucher_details/进销存/cash_plans按entity+period汇总, 幂等upsert不覆盖人工), crontab每日06:30
P2-① 真零基: budget_zero_based_items逐项论证表+generate, method-comparison有论证项逐项求和is_demo=false否则fallback
P2-② 派生规则: budget_derivation_rules配置表, apply-method优先读规则rule_source=configured
P2-⑤ 告警双路径合并: deviation_engine.build_deviation_alert统一函数, 方向列表配置化kpi_alert_higher_better+alert-direction接口
P2-⑥ 现金流分类: cash_plan_classify_rules规则表+cash_plan_unclassified待分类队列, sync-cash-plans未命中进队列不静默跳过
新增: GET /kpis/{kpi_id}/values + 前端kpiApi.values(归集标签页数据源), scenario_suggestions幂等seed(init_db)
测试: test_budget_tech_improve.py 15用例, 预算相关96 passed, 全量646 passed
 2026-08-28 18:03:47 +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 1a6ea8afae chore: CI流程加固+Schema检查门禁 
- deploy.sh: 提交纪律检查(本地未提交修改→中止) + 冒烟测试(健康/登录/KPI/BOT/Schema)
- .woodpecker: 加前端typecheck+后端pytest测试步骤, backend-deploy加提交纪律检查
- 新增schema_check.py: ORM与数据库表结构一致性检查
- 修复budget_plans表缺3列(source_kpi_id/source_type/calc_logic)
- 附带入库: budget测试+文档
 2026-08-28 07:18:54 +08:00
Hermes CI Fix 758f820970 feat: Bot API L1-L4风险分级标注 + 操作审计日志 
- 新增 app/risk_levels.py: RISK_LEVELS定义 + @risk_level装饰器 + API_RISK_MAP
  (L1只读21 / L2业务写5 / L3批量写3 / L4=0安全底线)
- 新增 app/api/audit_log.py: Bot API审计中间件 → backend/logs/bot_audit.log
  (JSON行: timestamp/bot_name/endpoint/method/risk_level/entity_id/status,
   L3额外记rows行数, 不阻塞业务)
- bot_bridge/bot_bridge_v2/bot_kpis/bot_iron_law 全部29路由标注级别
- 新增 GET /api/cma/bot/risk-levels (X-BOT-KEY鉴权): API→级别→处理方式清单
- main.py 注册审计中间件
- tests/test_risk_levels.py: 覆盖路由标注/risk-levels端点/L4不存在/审计日志
 2026-08-28 00:31:31 +08:00
Hermes CI Fix ec5304a1d0 fix: kpi_causality无token测试对齐项目约定(403) 
并发agent新增测试期望401, 与项目约定(test_reports: router级require_role→403)冲突
- 测试改为403(HTTPBearer默认行为即403)
- pytest 588 passed
 2026-08-27 16:08:01 +08:00
Hermes CI Fix fdc42d443d feat: 因果链三层验证机制(P2) — 数据验证+人工确认+状态机 
- kpi_causality 加列: source_type/verify_status/verified_at/verified_by/entity_id(回填)
- 核心服务: app/services/causality_verification.py (Pearson+滞后对齐+状态机)
- 数据验证脚本: scripts/correlation-check.py (月度cron, 输出JSON报告)
- API: create/update支持source_type, GET /verify-status, PUT /{id}/verify(人工确认)
- 全部端点按entity_id账套隔离, kpi/{id}/network/simulate补跨企业校验
- 前端: KPIDetail因果链页显示验证状态徽标(数据证实/存疑/待检)
- 测试: test_causality_verification.py 37用例 + 原因果链测试全过(59个)
- 50条因果链首轮验证: 1数据证实(#37渠补率到净利润lag1 r=-0.89), 4存疑, 45待检(数据不足)
 2026-08-27 15:51:19 +08:00
Hermes CI Fix 6b479bfe7d feat(KR): 行动挂KR完成 — action_plans.kr_id字段+API+前端目标/KR选择+KR中文名自动填+地图krs端点 
- action_plans表加kr_id字段(关联krs.id)，create/update/list支持kr_id读写
- 创建行动选KR时自动继承objective_id；列表附kr_title
- 前端行动方案库加'所属目标/KR'两级联动选择，选中KR自动带出KPI
- OKR详情页KR卡片下显示达成行动列表(O→KR→行动三层)
- MapCanvasDialogs onKpiChange选中KPI自动填kr.name=kpi.kpi_name(中文)
- 编辑回填英文code KR名转中文显示兜底
- maps.py 新增GET /{map_id}/krs端点(MapReview战略回顾会KR进度)
- 数据修复: krs表9条英文code title→中文名(按kpi_definitions映射)
- 数据迁移: 高置信行动挂KR(费用率→kr10,应收→kr14); 地图32空KR清理
- okr list的kr_summary补metric_kpi_id(前端联动用)
- 新增6个kr_id测试(test_action_plans)，全量547通过
 2026-08-27 12:50:30 +08:00
Hermes CI Fix 61936302b2 feat(KR): KR完整修复 — krs表打通+方向符号operator+权重自由输入 
- 后端okr.py: KR读取从ActionPlan改为krs表, 新增KR CRUD API(POST/PUT/DELETE /okr/{objective_id}/krs) + 批量sync
- operator方向符号: krs表加operator/tolerance/weight/sort_order/monthly_milestones列
- progress方向感知计算(>=/>: current/target, <=/<: target/current, =: 容差), 达成→status=achieved
- 关联KPI自动继承方向(threshold_green解析: F_COST_RATIO<=18等)
- maps.py: 保存地图时自动同步objectives+krs表, JSON→krs数据迁移脚本
- 前端: 权重下拉改自由数字输入(可小数33.33) + 方向选择器(≥/≤/>/</=) + 自动平分按钮 + KPI方向继承提示
- pytest: 10个新测试(krs CRUD/方向感知/权重校验/多租户隔离) + 更新旧KR测试
- 迁移: 现有strategic_maps JSON 12条KR已写入krs表
 2026-08-27 10:59:56 +08:00
Hermes CI Fix 87cb9e7db2 feat: OpenCode执行层试点 — 补测试5个 + list_objectives隔离修复 
- OpenCode执行模式: 补 test_maps.py 5个测试(create_objective/snapshot隔离/entity注入/跨企业)
- OpenCode诚实标注: list_objectives 后端漏entity过滤 → 修复(跨企业返回空)
- 记忆层闭环: Hermes验证(pytest 536 passed) + 技能已更新(opencode-independent-review 双角色)
- 执行层试点验证: OpenCode能写代码+发现后端缺口, 最小闭环跑通
 2026-08-26 23:45:20 +08:00
Hermes CI Fix a64f184525 feat: 数据分类分级 — 重要数据标记+资产清单+CSV导出（8/20评估办法政策驱动） 
- subjects/kpi_definitions 新增 important_flag/data_level/data_category 列
- 新增 /api/cma/data-classification/* API: inventory/stats/标记/批量/export/industry-reference
- 数据级别: core核心/important重要/general一般（GB/T 43697 简化）
- 前端 DataClassification.vue: 统计概览+清单+打标+导出+行业参考目录
- pytest 17例覆盖（含多租户隔离验证）
 2026-08-26 07:51:39 +08:00
Hermes CI Fix 6af4366a84 chore: 清理worktree验证测试文件 2026-08-26 06:53:25 +08:00
Hermes CI Fix d20a270ba2 test: 七流一致自检规则测试 — 7条自检规则+酣客/博海真实场景 
覆盖：
- 进销项倒挂/应交税费异常/账面毛利异常/收入vs现金/收入vs存货/人员vs收入/成本vs收入
- 七流健康评分(绿100/黄60/红0)
- 酣客场景: 触发>=3项红色(进销项倒挂/应交429万/毛利-0.43%)+评分<60
- 博海场景: 无红色+评分>=60(IT经销13%毛利合理)

27 passed — 为项目Bot开发七流自检API提供规则基线
 2026-08-25 23:59:33 +08:00