- 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
163 lines
5.8 KiB
Python
163 lines
5.8 KiB
Python
"""
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CMA本体三支柱追溯链 API — 科目 ↔ KPI ↔ OKR的O 三层互联 (2026-08-19)
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追溯链: 目标(O) → 指标(KPI) → 科目(数据)
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objective_kpi 表: O 由哪些 KPI 度量
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kpi_subject_map 表: KPI 由哪些科目计算
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krs 表: O 的关键结果 KR (OKR完整化)
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"""
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from fastapi import APIRouter, Depends, HTTPException, Query
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from sqlalchemy.orm import Session
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from typing import Optional
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from app.database import get_db
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from app.deps import get_entity_id
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from app.auth_middleware import require_role
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from app.models import Objective, KPIDefinition, ObjectiveKPI, KPISubjectMap, KR, Subject
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router = APIRouter(prefix="/api/cma/ontology", tags=["本体三支柱"],
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dependencies=[Depends(require_role("ceo", "finance", "it", "business"))],
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)
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def _num(v):
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"""Decimal → float 便于 JSON 序列化"""
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return float(v) if v is not None else None
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@router.get("/trace")
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def trace_ontology(
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objective_id: int = Query(..., description="OKR目标ID, 从O→KPI→科目逐层追溯"),
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db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id),
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):
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"""本体追溯链: O(目标) → KPI(指标) → 科目(数据) — 账套隔离 (2026-08-23 P2)"""
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obj = db.query(Objective).filter(Objective.id == objective_id, Objective.entity_id == entity_id).first()
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if not obj:
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raise HTTPException(404, "目标不存在")
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# 第2层: O 支撑的 KPI (objective_kpi)
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links = (
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db.query(ObjectiveKPI, KPIDefinition)
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.join(KPIDefinition, KPIDefinition.id == ObjectiveKPI.kpi_id)
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.filter(ObjectiveKPI.objective_id == objective_id)
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.order_by(ObjectiveKPI.id)
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.all()
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)
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# 第3层: 每个 KPI 依赖的科目 (kpi_subject_map)
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subject_by_code = {
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s.subject_code: s.subject_name
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for s in db.query(Subject).filter(Subject.is_active == 1).all()
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}
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kpi_layer = []
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for link, kpi in links:
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maps = (
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db.query(KPISubjectMap)
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.filter(KPISubjectMap.kpi_id == kpi.id)
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.order_by(KPISubjectMap.id)
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.all()
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)
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subjects = [
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{
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"subject_code": m.subject_code,
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"subject_name": subject_by_code.get(m.subject_code, ""),
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"calc_type": m.calc_type,
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"weight": _num(m.weight),
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"remark": m.remark,
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}
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for m in maps
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]
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kpi_layer.append({
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"kpi_id": kpi.id,
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"kpi_code": kpi.kpi_code,
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"kpi_name": kpi.kpi_name,
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"dimension": kpi.dimension,
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"unit": kpi.unit,
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"weight": _num(link.weight),
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"formula": kpi.formula,
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"subjects": subjects,
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})
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# KR 层 (OKR完整化: O→KR)
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krs = db.query(KR).filter(KR.objective_id == objective_id).order_by(KR.id).all()
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kr_list = []
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for kr in krs:
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mkpi = db.query(KPIDefinition).filter(KPIDefinition.id == kr.metric_kpi_id).first() if kr.metric_kpi_id else None
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kr_list.append({
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"id": kr.id,
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"title": kr.title,
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"metric_kpi_id": kr.metric_kpi_id,
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"metric_kpi_code": mkpi.kpi_code if mkpi else None,
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"metric_kpi_name": mkpi.kpi_name if mkpi else None,
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"operator": kr.operator or ">=",
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"weight": _num(kr.weight),
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"target_value": _num(kr.target_value),
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"current_value": _num(kr.current_value),
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"progress": kr.progress,
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"status": kr.status,
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"due_date": kr.due_date.isoformat() if kr.due_date else None,
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})
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subject_total = sum(len(k["subjects"]) for k in kpi_layer)
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return {
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"objective": {
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"id": obj.id,
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"title": obj.title,
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"description": obj.description,
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"dimension": obj.dimension,
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"quarter": obj.quarter,
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"owner": obj.owner,
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"status": obj.status,
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"progress": obj.progress,
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},
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"krs": kr_list,
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"kpis": kpi_layer,
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"chain": {
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"objective_id": obj.id,
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"objective_title": obj.title,
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"kpi_count": len(kpi_layer),
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"subject_count": subject_total,
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"path": "O(目标) → KPI(指标) → 科目(数据)",
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},
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}
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@router.get("/objectives")
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def list_ontology_objectives(
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quarter: Optional[str] = Query(None, description="筛选季度: 2026Q3"),
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db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id),
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):
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"""所有OKR目标的三层链路概览(前端OKR页用) — 账套隔离 (2026-08-23 P2)"""
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q = db.query(Objective).filter(Objective.entity_id == entity_id)
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if quarter:
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q = q.filter(Objective.quarter == quarter)
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objs = q.order_by(Objective.quarter.desc(), Objective.id).all()
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results = []
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for o in objs:
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kpi_links = (
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db.query(ObjectiveKPI, KPIDefinition)
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.join(KPIDefinition, KPIDefinition.id == ObjectiveKPI.kpi_id)
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.filter(ObjectiveKPI.objective_id == o.id)
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.all()
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)
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krs = db.query(KR).filter(KR.objective_id == o.id).all()
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results.append({
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"id": o.id,
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"title": o.title,
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"dimension": o.dimension,
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"quarter": o.quarter,
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"owner": o.owner,
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"status": o.status,
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"progress": o.progress,
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"kpi_count": len(kpi_links),
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"kr_count": len(krs),
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"kpis": [{"kpi_id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
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"weight": _num(l.weight)} for l, k in kpi_links],
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"krs": [{"id": kr.id, "title": kr.title, "progress": kr.progress,
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"status": kr.status,
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"due_date": kr.due_date.isoformat() if kr.due_date else None}
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for kr in krs],
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})
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return {"total": len(results), "items": results}
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