Files
cma-management/backend/app/api/bot_bridge.py
T
Hermes CI Fix 59f4ab2c76 feat: KPI通用化数据层改造
- 新增entities表(企业实体)+ 种子数据(酣客/博海)
- kpi_definitions新增entity_id字段(DEFAULT 1,向后兼容)
- 后端API list_kpis支持可选的entity_id过滤参数
- 新增 GET /api/cma/entities API返回企业列表
- 43个现有KPI自动获得entity_id=1(酣客)
- 前端重新构建并部署
2026-07-18 23:17:55 +08:00

550 lines
18 KiB
Python

"""
CMA BOT API桥接层 — 供财务BOT/店研学BOT调用
无需用户登录,使用 BOT API Key 认证
"""
import os, json, logging
from fastapi import APIRouter, Depends, HTTPException, Query, Header, UploadFile, File
from sqlalchemy.orm import Session
from sqlalchemy import func, desc
from datetime import datetime
from typing import Optional
from app.database import get_db
from app.models import (
User, StrategicMap, KPIDefinition, KPITemplate, KPIValue,
DataSourceConfig, KPIAlert, OperationLog, NotificationChannel,
NotificationLog, RolePermission, ActionPlan, OrgNode,
StrategicMapVersion, MapObjective,
)
from app.models.budget_plan import BudgetPlan
from app.models.cost_model import StandardCost, ActualCost, AbcActivity, AbcAllocation
logger = logging.getLogger("cma.bot_bridge")
router = APIRouter(prefix="/api/cma/bot", tags=["BOT桥接"])
# ── BOT API Key 配置 ──
_BOT_API_KEYS = {}
def _load_bot_keys():
global _BOT_API_KEYS
raw = os.getenv("CMA_BOT_API_KEYS", "")
if not raw:
_BOT_API_KEYS = {
"cma-bot-finance-2026": {"role": "finance", "name": "财务BOT"},
"cma-bot-shop-2026": {"role": "business", "name": "店研学BOT"},
"cma-bot-admin-2026": {"role": "ceo", "name": "管理BOT"},
}
else:
try:
_BOT_API_KEYS = json.loads(raw)
except:
_BOT_API_KEYS = {}
_load_bot_keys()
def verify_bot_key(x_bot_key: str = Header(None, alias="X-BOT-KEY")):
if not x_bot_key or x_bot_key not in _BOT_API_KEYS:
raise HTTPException(401, "无效的BOT API Key")
bot_info = _BOT_API_KEYS[x_bot_key]
logger.info(f"BOT访问: {bot_info['name']} ({bot_info['role']})")
return bot_info
# ═══════════════ 通用工具 ═══════════════
def _float(v):
if v is None: return None
try: return float(v)
except: return None
def _safe_iso(dt):
if dt is None: return None
try: return dt.isoformat() if hasattr(dt, 'isoformat') else str(dt)
except: return None
def _model_dict(obj, fields: dict):
"""安全地将模型字段转为dict"""
result = {}
for key, attr in fields.items():
v = getattr(obj, attr, None)
if isinstance(v, float):
result[key] = _float(v)
else:
result[key] = v
return result
# ═══════════════ 端点 ═══════════════
@router.get("/ping")
def ping():
return {"status": "ok", "version": "1.0", "timestamp": datetime.now().isoformat()}
# ── 总览 ──
@router.get("/overview")
def bot_overview(
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
"""系统总览 — BOT首选入口"""
return {
"bot": bot,
"timestamp": datetime.now().isoformat(),
"stats": {
"kpis_total": db.query(func.count(KPIDefinition.id)).filter(KPIDefinition.status == "active").scalar() or 0,
"alerts_open": db.query(func.count(KPIAlert.id)).filter(KPIAlert.status == "pending").scalar() or 0,
"maps_total": db.query(func.count(StrategicMap.id)).scalar() or 0,
"budget_plans": db.query(func.count(BudgetPlan.id)).scalar() or 0,
"action_plans_pending": db.query(func.count(ActionPlan.id)).filter(ActionPlan.status.in_(["pending", "in_progress"])).scalar() or 0,
"data_sources": db.query(func.count(DataSourceConfig.id)).scalar() or 0,
"users": db.query(func.count(User.id)).scalar() or 0,
"org_nodes": db.query(func.count(OrgNode.id)).scalar() or 0,
}
}
# ── KPI ──
@router.get("/kpis")
def bot_kpis(
dimension: Optional[str] = Query(None),
status: str = Query("active"),
limit: int = Query(200, le=1000),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
query = db.query(KPIDefinition).filter(KPIDefinition.status == status)
if dimension:
query = query.filter(KPIDefinition.dimension == dimension)
kpis = query.order_by(KPIDefinition.dimension, KPIDefinition.kpi_code).limit(limit).all()
results = []
for k in kpis:
latest = db.query(KPIValue).filter(KPIValue.kpi_id == k.id)\
.order_by(KPIValue.period.desc()).first()
results.append({
"id": k.id, "name": k.kpi_name, "code": k.kpi_code,
"dimension": k.dimension, "category": k.category,
"unit": k.unit, "formula": k.formula,
"frequency": k.frequency, "data_source_type": k.data_source_type,
"target_value": _float(k.target_value),
"threshold_green": k.threshold_green,
"threshold_yellow": k.threshold_yellow,
"threshold_red": k.threshold_red,
"responsible_dept": k.responsible_dept, "owner": k.responsible_user,
"objective": k.objective, "description": k.description,
"latest_value": _float(latest.actual_value) if latest else None,
"latest_period": latest.period if latest else None,
"status": k.status,
})
return {"total": len(results), "items": results}
@router.get("/kpis/{kpi_id}/history")
def bot_kpi_history(
kpi_id: int, limit: int = Query(12, le=60),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
if not kpi:
raise HTTPException(404, "KPI不存在")
values = db.query(KPIValue).filter(KPIValue.kpi_id == kpi_id)\
.order_by(KPIValue.period.desc()).limit(limit).all()
return {
"kpi": {"id": kpi.id, "name": kpi.kpi_name, "code": kpi.kpi_code, "unit": kpi.unit},
"values": [
{
"period": v.period,
"actual": _float(v.actual_value),
"source_type": v.source_type,
"data_status": v.data_status,
} for v in values
],
}
# ── 战略地图 ──
@router.get("/strategic-maps")
def bot_maps(
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
maps = db.query(StrategicMap).order_by(StrategicMap.id.desc()).all()
result = []
for m in maps:
objectives = db.query(MapObjective).filter(MapObjective.map_id == m.id).all()
dims = {}
for obj in objectives:
dk = obj.dimension_key
if dk not in dims:
dims[dk] = []
dims[dk].append({"id": obj.id, "name": obj.name, "description": obj.description})
result.append({
"id": m.id, "title": m.title, "version": m.version,
"status": m.status, "dimensions": m.dimensions,
"objectives": dims,
"created_at": _safe_iso(m.created_at),
"updated_at": _safe_iso(m.updated_at),
})
return {"total": len(result), "items": result}
# ── 预警 ──
@router.get("/alerts")
def bot_alerts(
status: str = Query("pending"),
level: Optional[str] = Query(None),
limit: int = Query(50, le=200),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
query = db.query(KPIAlert)
query = query.filter(KPIAlert.status == status)
if level:
query = query.filter(KPIAlert.alert_level == level)
alerts = query.order_by(KPIAlert.created_at.desc()).limit(limit).all()
return {
"total": len(alerts),
"items": [
{
"id": a.id, "kpi_id": a.kpi_id,
"level": a.alert_level, "message": a.alert_message,
"status": a.status, "assignee": a.assignee,
"resolution": a.resolution,
"created_at": _safe_iso(a.created_at),
"resolved_at": _safe_iso(a.resolved_at),
} for a in alerts
],
}
# ── 预算 ──
@router.get("/budget/plans")
def bot_budget_plans(
year: Optional[int] = Query(None),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
query = db.query(BudgetPlan)
if year:
query = query.filter(BudgetPlan.budget_year == year)
plans = query.order_by(BudgetPlan.period.desc()).limit(200).all()
return {
"total": len(plans),
"items": [
{
"id": p.id, "kpi_id": p.kpi_id,
"period": p.period,
"budget_value": _float(p.budget_value),
"year": p.budget_year, "month": p.budget_month,
"version": p.version, "status": p.status,
"remark": p.remark,
} for p in plans
],
}
# ── 成本 ──
@router.get("/cost/standard")
def bot_standard_costs(
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
costs = db.query(StandardCost).filter(StandardCost.status == "active").limit(200).all()
return {
"total": len(costs),
"items": [
{
"id": c.id, "product_code": c.product_code,
"product_name": c.product_name, "cost_type": c.cost_type,
"item_name": c.item_name,
"standard_quantity": _float(c.standard_quantity),
"unit": c.unit,
"standard_price": _float(c.standard_price),
"standard_cost": _float(c.standard_cost),
"version": c.version, "remark": c.remark,
} for c in costs
],
}
@router.get("/cost/actual")
def bot_actual_costs(
period: Optional[str] = Query(None),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
query = db.query(ActualCost)
if period:
query = query.filter(ActualCost.period == period)
costs = query.order_by(ActualCost.period.desc()).limit(200).all()
return {
"total": len(costs),
"items": [
{
"id": c.id, "period": c.period,
"product_code": c.product_code,
"product_name": c.product_name,
"cost_type": c.cost_type, "item_name": c.item_name,
"actual_quantity": _float(c.actual_quantity),
"actual_price": _float(c.actual_price),
"actual_cost": _float(c.actual_cost),
} for c in costs
],
}
# ── 行动方案 ──
@router.get("/actions")
def bot_actions(
status: Optional[str] = Query(None),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
query = db.query(ActionPlan)
if status:
query = query.filter(ActionPlan.status == status)
plans = query.order_by(ActionPlan.priority, ActionPlan.id.desc()).limit(100).all()
return {
"total": len(plans),
"items": [
{
"id": p.id, "title": p.title,
"description": p.description, "kpi_id": p.kpi_id,
"assignee": p.assignee, "priority": p.priority,
"status": p.status, "progress": p.progress,
"due_date": _safe_iso(p.due_date),
"created_at": _safe_iso(p.created_at),
} for p in plans
],
}
# ── 组织 ──
@router.get("/organization")
def bot_org(
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
nodes = db.query(OrgNode).order_by(OrgNode.level, OrgNode.sort_order).all()
return {
"total": len(nodes),
"items": [
{
"id": n.id, "name": n.name,
"parent_id": n.parent_id, "level": n.level,
"code": n.code, "sort_order": n.sort_order,
"enabled": n.enabled,
} for n in nodes
],
}
# ── 数据源 ──
@router.get("/data-sources")
def bot_data_sources(
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
sources = db.query(DataSourceConfig).all()
return {
"total": len(sources),
"items": [
{
"id": s.id, "name": s.name,
"source_type": s.source_type,
"api_endpoint": s.api_endpoint,
"sync_type": s.sync_type,
"status": s.status,
"last_sync_at": _safe_iso(s.last_sync_at),
} for s in sources
],
}
# ── 用户 ──
@router.get("/users")
def bot_users(
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
users = db.query(User).all()
return {
"total": len(users),
"items": [
{"id": u.id, "username": u.username, "name": u.name,
"role": u.role, "phone": u.phone}
for u in users
],
}
# ── 统一查询(BOT首选) ──
@router.get("/query")
def bot_query(
q: str = Query("overview", description="overview/kpis/alerts/maps/budget/cost/actions/all"),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
"""统一查询入口 — BOT用这个一次拿完需要的数据"""
result = {"bot": bot["name"], "role": bot["role"], "timestamp": datetime.now().isoformat()}
if q in ("overview", "all"):
result["overview"] = {
"kpis": db.query(func.count(KPIDefinition.id)).filter(KPIDefinition.status == "active").scalar() or 0,
"alerts_open": db.query(func.count(KPIAlert.id)).filter(KPIAlert.status == "pending").scalar() or 0,
"maps": db.query(func.count(StrategicMap.id)).scalar() or 0,
"budget_plans": db.query(func.count(BudgetPlan.id)).scalar() or 0,
}
if q in ("kpis", "all"):
kpis = db.query(KPIDefinition).filter(KPIDefinition.status == "active").limit(100).all()
result["kpis"] = [
{"id": k.id, "name": k.kpi_name, "code": k.kpi_code,
"dimension": k.dimension, "target": _float(k.target_value), "unit": k.unit}
for k in kpis
]
if q in ("alerts", "all"):
alerts = db.query(KPIAlert).filter(KPIAlert.status == "pending")\
.order_by(KPIAlert.created_at.desc()).limit(20).all()
result["alerts"] = [
{"id": a.id, "level": a.alert_level, "message": a.alert_message,
"kpi_id": a.kpi_id, "created_at": _safe_iso(a.created_at)}
for a in alerts
]
if q in ("maps", "all"):
maps = db.query(StrategicMap).limit(10).all()
result["maps"] = [
{"id": m.id, "title": m.title, "status": m.status,
"version": m.version, "created_at": _safe_iso(m.created_at)}
for m in maps
]
if q in ("budget", "all"):
plans = db.query(BudgetPlan).limit(50).all()
result["budget"] = [
{"id": p.id, "period": p.period, "budget_value": _float(p.budget_value),
"year": p.budget_year, "month": p.budget_month, "status": p.status,
"kpi_id": p.kpi_id}
for p in plans
]
if q in ("cost", "all"):
sc = db.query(StandardCost).limit(50).all()
result["costs"] = [
{"id": c.id, "product": c.product_name, "type": c.cost_type,
"standard": _float(c.standard_cost), "unit": c.unit}
for c in sc
]
if q in ("actions", "all"):
acts = db.query(ActionPlan).limit(30).all()
result["actions"] = [
{"id": a.id, "title": a.title, "status": a.status,
"progress": a.progress, "assignee": a.assignee}
for a in acts
]
return result
@router.post("/import")
def bot_import_excel(
file: UploadFile = File(...),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
"""Bot上传Excel导入KPI数据到CMA"""
import pandas as pd, io, hashlib
from app.models import KPIValue
try:
content = file.file.read()
df = pd.read_excel(io.BytesIO(content))
except Exception as e:
raise HTTPException(400, f"Excel解析失败: {e}")
finally:
file.file.close()
# 智能识别列名
col_map = {"kpi_code": ["kpi_code", "KPI编码", "指标编码", "code"],
"period": ["period", "期间", "月份", "month", "日期"],
"actual_value": ["actual_value", "实际值", "值", "金额", "value", "amount"]}
mapped = {}
for field, aliases in col_map.items():
for col in df.columns:
if str(col).strip() in aliases or str(col).strip().lower() in aliases:
mapped[field] = str(col).strip()
break
if "actual_value" not in mapped:
raise HTTPException(400, f"无法识别数值列,支持的列名: {col_map['actual_value']}")
if "kpi_code" not in mapped:
raise HTTPException(400, f"无法识别KPI编码列,支持的列名: {col_map['kpi_code']}")
kpi_col = mapped["kpi_code"]
val_col = mapped["actual_value"]
period_col = mapped.get("period")
count = 0
errors = []
for idx, row in df.iterrows():
try:
kpi_code = str(row[kpi_col]).strip()
val = float(row[val_col])
period = str(row[period_col]).strip() if period_col else datetime.now().strftime("%Y-%m")
kpi = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == kpi_code).first()
if not kpi:
errors.append(f"第{idx+2}行: KPI编码 '{kpi_code}' 不存在,跳过")
continue
kv = KPIValue(kpi_id=kpi.id, period=period, actual_value=val,
batch_id=hashlib.md5(f"{datetime.now()}".encode()).hexdigest()[:12])
db.add(kv)
count += 1
except Exception as e:
errors.append(f"第{idx+2}行: {e}")
db.commit()
return {"ok": True, "imported": count, "errors": len(errors), "detail": errors[:5]}
# ── 自然语言查询 ──
@router.get("/nlp")
def bot_nlp(
intent: str = Query("overview"),
bot: dict = Depends(verify_bot_key),
db: Session = Depends(get_db),
):
"""
自然语言意图映射:
overview/总览/finance/财务/alerts/预警/budget/预算/cost/成本/maps/战略/actions/行动
"""
m = {
"总览": "overview", "驾驶舱": "overview",
"财务": "finance", "财务状况": "finance",
"预警": "alerts", "风险": "alerts",
"预算": "budget", "预算执行": "budget",
"成本": "cost", "成本分析": "cost",
"战略": "maps", "战略地图": "maps",
"行动": "actions", "改善": "actions",
}
resolved = m.get(intent, intent)
return bot_query(q=resolved, bot=bot, db=db)