""" 预警自动生成 — 管理会计OS 比对 KPI 实际值与阈值配置（threshold_green/yellow/red），超出则写入 kpi_alerts 在 daily_sync 之后运行 """ import sys import os import json import logging from datetime import datetime, timedelta sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__)))) from app.database import get_session_local from app.models import KPIDefinition, KPIValue, KPIAlert, ActionPlan from app.utils.threshold_parser import eval_threshold, LEVEL_PRIORITY logger = logging.getLogger("cma.alert_gen") def _parse_threshold(expr: str) -> tuple: """[兼容保留] 统一委托 app.utils.threshold_parser.parse_threshold""" from app.utils.threshold_parser import parse_threshold as _p return _p(expr) def cleanup_green_alerts(db_session) -> int: """Bug1修复: 清理历史遗留的green级别pending预警（正常值不应出现在待办）""" greens = db_session.query(KPIAlert).filter( KPIAlert.alert_level == "green", KPIAlert.status.in_(["pending", "processing"]), ).all() count = 0 for g in greens: g.status = "resolved" g.resolution = "自动清理: green(正常)级别不生成待处理预警" g.resolved_at = datetime.now() count += 1 if count: db_session.commit() logger.info(f" 清理历史green预警 {count} 条 → resolved") return count def _check_threshold(actual: float, threshold_expr: str, level: str) -> tuple: """检查实际值是否触发阈值，返回 (触发, 消息)（统一走 app.utils.threshold_parser）""" if not threshold_expr or actual is None: return False, "" if not eval_threshold(actual, threshold_expr): return False, "" msg = (f"KPI当前值 {actual:.2f}，触发{ {'green': '正常', 'yellow': '预警', 'red': '紧急'}.get(level, level) }阈值 " f"({threshold_expr})") return True, msg def run_alert_check(db_session, period: str = None) -> int: """检查所有KPI的实际值是否触发预警，返回新生成的预警数""" if period is None: period = datetime.now().strftime("%Y-%m") kpis = db_session.query(KPIDefinition).filter( KPIDefinition.status == "active" ).all() new_count = 0 for kpi in kpis: # 跳过无阈值的KPI thr = { "red": kpi.threshold_red, "yellow": kpi.threshold_yellow, "green": kpi.threshold_green, } if not any(thr.values()): continue # 获取该KPI当前期间的最新值 latest = db_session.query(KPIValue).filter( KPIValue.kpi_id == kpi.id, KPIValue.period == period, ).order_by(KPIValue.calculated_at.desc()).first() if not latest or latest.actual_value is None: continue actual = latest.actual_value # 判定顺序：红灯优先 → 绿灯 → 黄灯（最严重者优先，消除宽黄灯遮蔽红灯） # 2026-09-11 修复「黄灯遮蔽红灯」：原顺序 绿→黄→红命中即止，宽黄灯(如 Y='>76') # 会让红灯(如 R='>91')永远不可达（id=6 实测值 95 被判黄）； # green 先于 yellow：green 是主条件，yellow 是更宽的兜底带（id=1 G='>=800' Y='>=700'）。 # Bug1修复: green(正常)不生成pending预警，只对yellow/red落库 for level in LEVEL_PRIORITY: expr = thr[level] if not expr: continue triggered, msg = _check_threshold(actual, expr, level) if triggered: if level == "green": # 正常状态：不生成待处理预警（如有旧的red/yellow预警自动解除） break # 检查是否已有该期间该KPI同级别的预警 existing = db_session.query(KPIAlert).filter( KPIAlert.kpi_id == kpi.id, KPIAlert.kpi_value_id == latest.id, KPIAlert.alert_level == level, ).first() if existing: # 已有预警，跳过 break # 创建新预警 alert = KPIAlert( kpi_id=kpi.id, kpi_value_id=latest.id, alert_level=level, alert_message=f"{kpi.kpi_name}[{period}] {msg}", status="pending", ) db_session.add(alert) db_session.flush() # 获取alert.id new_count += 1 logger.info(f" 新增预警 [{level}] {kpi.kpi_name}: {msg}") # Bug2修复: red/yellow预警自动创建行动计划（预警→行动闭环） if level in ("red", "yellow"): plan_title = f"改善: {kpi.kpi_name} {msg}" if kpi.kpi_name and "现金" in kpi.kpi_name or kpi.kpi_code == "F_OP_CFLOW": plan_title = f"资金缺口应对: {msg} —— 催收应收+安排融资" elif kpi.kpi_code == "F_AR_DAYS": plan_title = f"应收催收: {msg} —— 逾期客户专项跟进" elif kpi.kpi_code == "C_REBATE_RATE": plan_title = f"渠补谈判: {msg} —— 下游渠道返利谈判" elif kpi.kpi_code == "F_COST_RATIO": plan_title = f"费用压缩: {msg} —— 管理费削减计划" plan = ActionPlan( alert_id=alert.id, kpi_id=kpi.id, title=plan_title, assignee="财务部", priority="high" if level == "red" else "medium", due_date=datetime.now().date() + timedelta(days=3 if level == "red" else 7), created_by="alert_generator", ) db_session.add(plan) db_session.flush() alert.action_plan_linked_id = plan.id logger.info(f" ↳ 自动创建行动计划 #{plan.id}: {plan_title}") break # 只取最高级别 elif level == "red" and not triggered: # 红没触发（判定顺序中 red 最先）→ 若该期间该KPI已有 pending/processing 红灯， # 说明当前值已不再触发红色阈值，自动解除（保留原有自动降级行为） existing_red = db_session.query(KPIAlert).filter( KPIAlert.kpi_id == kpi.id, KPIAlert.kpi_value_id == latest.id, KPIAlert.alert_level == "red", KPIAlert.status.in_(["pending", "processing"]), ).first() if existing_red: existing_red.status = "resolved" existing_red.resolution = "自动解除: 当前值不再触发红色阈值" existing_red.resolved_at = datetime.now() logger.info(f" 自动解除预警 [red] {kpi.kpi_name}") db_session.commit() return new_count def run_rule_engine_checks(db_session) -> dict: """预警规则引擎（rule_type 驱动）— 预测偏差 + 客户集中度（P2 2026-09-10） 复用 alert_rules 的检查端点实现（FastAPI 路由函数=带 Depends 默认值的普通函数， 显式传参即可复用，零逻辑复制），按存在规则的账套逐个执行。 任何单点失败只记录日志，不影响静态阈值主流程。 """ from app.api.alert_rules import ( AlertRule, run_forecast_deviation_check, run_customer_concentration_check, ) stats = {"forecast_deviation": 0, "customer_concentration": 0} try: rows = db_session.query(AlertRule.entity_id).filter( AlertRule.enabled == 1, AlertRule.rule_type.in_(("forecast_deviation", "customer_concentration")), ).distinct().all() except Exception as e: logger.error(f"规则引擎检查跳过（规则查询失败）: {e}") return stats for (eid,) in rows: for key, fn in (("forecast_deviation", run_forecast_deviation_check), ("customer_concentration", run_customer_concentration_check)): try: r = fn(db=db_session, entity_id=eid) n = int(r.get("generated", 0) or 0) stats[key] += n if n: logger.info(f" 规则预警 entity={eid} {key}: {n}条") except Exception as e: logger.error(f"规则检查失败 entity={eid} {key}: {e}") return stats def generate_and_push(db_session) -> dict: """生成预警并推送，返回统计""" period = datetime.now().strftime("%Y-%m") # 0. Bug1修复: 先清理历史green预警 cleaned = cleanup_green_alerts(db_session) # 1. 生成预警 logger.info(f"开始预警检查 ({period})...") new_count = run_alert_check(db_session, period) logger.info(f"预警检查完成: 新增 {new_count} 条") # 1b. 规则引擎检查（预测偏差 / 客户集中度，P2 2026-09-10） rule_stats = run_rule_engine_checks(db_session) # 2. 推送 pushed = 0 if new_count > 0: try: from app.utils.notifier import push_pending_alerts pushed = push_pending_alerts(db_session) logger.info(f"推送完成: {pushed} 条") except Exception as e: logger.error(f"推送失败: {e}") return {"period": period, "new_alerts": new_count, "pushed": pushed, "cleaned_green": cleaned, "rule_engine": rule_stats} if __name__ == "__main__": logging.basicConfig( level=logging.INFO, format="%(asctime)s [%(levelname)s] %(name)s: %(message)s", ) db = get_session_local()() try: result = generate_and_push(db) print(f"预警检查: {result['new_alerts']}条新预警 / {result['pushed']}条已推送" f" / 规则引擎{result['rule_engine']}") finally: db.close()