- 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
788 lines
29 KiB
Python
788 lines
29 KiB
Python
"""战略地图 API"""
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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 datetime import datetime, timedelta
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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_auth, require_role
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from app.models import StrategicMap, OperationLog, MapObjective, Objective, KR, KPIDefinition
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import json
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router = APIRouter(prefix="/api/cma/maps", tags=["战略地图"],
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dependencies=[Depends(require_role("ceo", "finance"))],
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)
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# ── 四维度模板 ──────────────────────────────
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STRATEGIC_MAP_TEMPLATE = [
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{
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"key": "finance",
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"name": "财务层",
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"icon": "💰",
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"color": "#F56C6C",
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"objectives": [
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{"name": "营收目标", "kpis": ["F_REVENUE"]},
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{"name": "净利润率", "kpis": ["F_NET_PROFIT"]},
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{"name": "现金流", "kpis": ["F_OP_CFLOW"]},
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],
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},
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{
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"key": "customer",
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"name": "客户层",
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"icon": "👥",
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"color": "#409EFF",
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"objectives": [
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{"name": "客户满意度", "kpis": ["C_SATISFACTION"]},
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{"name": "市场份额", "kpis": ["C_MARKET_SHARE"]},
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{"name": "客户保留率", "kpis": ["C_RETENTION_RATE"]},
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],
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},
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{
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"key": "process",
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"name": "内部流程层",
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"icon": "⚙️",
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"color": "#67C23A",
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"objectives": [
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{"name": "运营效率", "kpis": ["P_DELIVERY"]},
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{"name": "质量合格率", "kpis": ["P_PASS_RATE"]},
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],
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},
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{
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"key": "learning",
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"name": "学习成长层",
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"icon": "📚",
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"color": "#E6A23C",
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"objectives": [
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{"name": "关键岗位胜任度", "kpis": ["L_COMPETENCY"]},
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{"name": "培训完成率", "kpis": ["L_TRAINING"]},
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],
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},
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]
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# ── CRUD ────────────────────────────────────
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@router.get("")
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def list_maps(db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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# 账套隔离: 仅当前企业地图 (2026-08-25)
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maps = db.query(StrategicMap).filter(StrategicMap.entity_id == entity_id).order_by(StrategicMap.updated_at.desc()).all()
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return {"data": [m_to_dict(m, db) for m in maps]}
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@router.post("")
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def create_map(data: dict, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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# 空白地图默认四层空结构(避免dimensions=NULL导致加载报错)
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if "dimensions" not in data or data.get("dimensions") is None:
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data = {**data, "dimensions": [
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{"key": "finance", "name": "财务层", "icon": "💰", "color": "#F56C6C", "objectives": []},
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{"key": "customer", "name": "客户层", "icon": "👥", "color": "#409EFF", "objectives": []},
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{"key": "process", "name": "流程层", "icon": "⚙️", "color": "#67C23A", "objectives": []},
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{"key": "learning", "name": "学习层", "icon": "📚", "color": "#E6A23C", "objectives": []},
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]}
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if "canvas_data" not in data or data.get("canvas_data") is None:
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data = {**data, "canvas_data": {"connections": []}}
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data["entity_id"] = entity_id # 账套隔离: 强制token企业
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m = StrategicMap(**data)
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db.add(m)
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db.commit()
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db.refresh(m)
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_sync_map_objectives(m, db)
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return m_to_dict(m, db)
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@router.post("/create-with-template")
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def create_map_with_template(data: dict, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""一键创建带四维度模板的战略地图(账套隔离: 强制token企业)"""
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m = StrategicMap(
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title=data.get("title", "新建战略地图"),
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version=data.get("version", "v1.0"),
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status="draft",
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entity_id=entity_id,
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dimensions=STRATEGIC_MAP_TEMPLATE,
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canvas_data={"connections": []},
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)
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db.add(m)
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db.commit()
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db.refresh(m)
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_sync_map_objectives(m, db)
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return m_to_dict(m, db)
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@router.put("/{map_id}")
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def update_map(map_id: int, data: dict, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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m = db.query(StrategicMap).filter(StrategicMap.id == map_id).first()
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if not m:
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raise HTTPException(404, "战略地图不存在")
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# 账套隔离: 禁止跨企业修改
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if m.entity_id != entity_id:
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raise HTTPException(404, "战略地图不存在")
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old_status = m.status
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# 安全白名单: 只允许编辑业务字段, 禁止 entity_id 等敏感字段被请求体篡改 (OpenCode审查#7)
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# status 允许但仅限合法值域(draft/published), 防止任意发布
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ALLOWED_MAP_FIELDS = {"title", "version", "dimensions", "canvas_data", "description", "status"}
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for k, v in data.items():
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if k in ALLOWED_MAP_FIELDS and hasattr(m, k) and v is not None:
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if k == "status" and v not in ("draft", "published"):
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continue
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setattr(m, k, v)
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db.commit()
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# 同步目标到map_objectives表
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_sync_map_objectives(m, db)
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# KR完整修复(2026-08-27): 同步 objectives+krs 表
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_sync_objectives_krs(m, db)
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# ├─ 版本管理: draft → published 时自动创建快照
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if old_status == "draft" and m.status == "published":
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_auto_snapshot(m, db)
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return m_to_dict(m, db)
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# ── 删除地图 ─────────────────────────────────
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@router.delete("/{map_id}")
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def delete_map(map_id: int, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""删除战略地图(账套隔离: 禁止跨企业删除)"""
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m = db.query(StrategicMap).filter(StrategicMap.id == map_id).first()
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if not m:
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raise HTTPException(404, "战略地图不存在")
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if m.entity_id != entity_id:
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raise HTTPException(404, "战略地图不存在")
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db.delete(m)
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db.commit()
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return {"message": "已删除"}
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@router.post("/batch-delete")
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def batch_delete_maps(data: dict, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""批量删除战略地图(账套隔离: 仅本企业地图)"""
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ids = data.get("ids", [])
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if not ids:
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raise HTTPException(400, "请选择要删除的地图")
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deleted = 0
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for mid in ids:
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m = db.query(StrategicMap).filter(StrategicMap.id == mid, StrategicMap.entity_id == entity_id).first()
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if m:
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db.delete(m)
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deleted += 1
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db.commit()
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return {"message": f"已删除 {deleted} 个地图", "deleted": deleted}
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# ── 连线管理 ─────────────────────────────────
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def _get_connections(m: StrategicMap) -> list:
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if not m.canvas_data:
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m.canvas_data = {"connections": []}
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if isinstance(m.canvas_data, str):
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try:
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m.canvas_data = json.loads(m.canvas_data)
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except:
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m.canvas_data = {"connections": []}
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if "connections" not in m.canvas_data:
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m.canvas_data["connections"] = []
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return m.canvas_data["connections"]
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@router.post("/{map_id}/connections")
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def add_connection(map_id: int, data: dict, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""新增因果连线: {"from": "learning-0", "to": "process-0"}"""
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m = db.query(StrategicMap).filter(StrategicMap.id == map_id, StrategicMap.entity_id == entity_id).first()
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if not m:
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raise HTTPException(404, "战略地图不存在")
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from_id = data.get("from", "")
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to_id = data.get("to", "")
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if not from_id or not to_id:
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raise HTTPException(400, "请提供 from 和 to")
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# 校验: 不能自连
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if from_id == to_id:
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raise HTTPException(400, "不能自身连线")
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# 校验: 维度不能相同 (但放开允许同层连线, 仅禁止自连)
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from_dim = from_id.rsplit("-", 1)[0]
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to_dim = to_id.rsplit("-", 1)[0]
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conns = _get_connections(m)
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# 校验: 不能重复
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for c in conns:
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if c.get("from") == from_id and c.get("to") == to_id:
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raise HTTPException(400, "已存在相同的连线")
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conns.append({
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"from": from_id,
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"to": to_id,
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"style": "solid",
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"effect": data.get("effect", "positive"),
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"label": data.get("label", ""),
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})
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m.canvas_data["connections"] = conns
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db.commit()
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return {"connections": conns}
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@router.delete("/{map_id}/connections")
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def delete_connection_by_key(map_id: int, data: dict, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""根据 from/to 删除连线"""
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m = db.query(StrategicMap).filter(StrategicMap.id == map_id, StrategicMap.entity_id == entity_id).first()
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if not m:
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raise HTTPException(404, "战略地图不存在")
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from_id = data.get("from", "")
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to_id = data.get("to", "")
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conns = _get_connections(m)
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new_conns = [c for c in conns if not (c.get("from") == from_id and c.get("to") == to_id)]
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if len(new_conns) == len(conns):
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raise HTTPException(404, "连线不存在")
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m.canvas_data["connections"] = new_conns
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db.commit()
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return {"connections": new_conns, "removed": {"from": from_id, "to": to_id}}
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# ── 版本管理 ─────────────────────────────────
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def _auto_snapshot(m: StrategicMap, db: Session):
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"""发布时自动创建版本快照"""
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from app.models import StrategicMapVersion
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import re
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||
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# 自动递增版本号: 找到最大次版本号
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existing = db.query(StrategicMapVersion).filter(
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StrategicMapVersion.map_id == m.id
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).order_by(StrategicMapVersion.id.desc()).first()
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|
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if existing:
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match = re.search(r"v(\d+)\.(\d+)", existing.version)
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if match:
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major = int(match.group(1))
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minor = int(match.group(2)) + 1
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new_ver = f"v{major}.{minor}"
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else:
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new_ver = "v1.0"
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else:
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new_ver = "v1.0"
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||
|
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# 确保 JSON 序列化
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dims = m.dimensions
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canvas = m.canvas_data
|
||
if isinstance(dims, str):
|
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try:
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dims = json.loads(dims)
|
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except:
|
||
dims = []
|
||
if isinstance(canvas, str):
|
||
try:
|
||
canvas = json.loads(canvas)
|
||
except:
|
||
canvas = {"connections": []}
|
||
|
||
snapshot = StrategicMapVersion(
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map_id=m.id,
|
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version=new_ver,
|
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dimensions=dims,
|
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canvas_data=canvas,
|
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comment=f"发布 {new_ver}",
|
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)
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db.add(snapshot)
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db.commit()
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||
|
||
|
||
# ── 工具函数 ─────────────────────────────────
|
||
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||
def m_to_dict(m, db: Session = None):
|
||
d = {c.name: getattr(m, c.name) for c in m.__table__.columns}
|
||
if db:
|
||
_merge_map_objectives(m, db)
|
||
d["dimensions"] = m.dimensions
|
||
return d
|
||
|
||
|
||
def _sync_map_objectives(m, db):
|
||
"""保存时:将dimensions JSON中的目标同步到map_objectives表"""
|
||
db.query(MapObjective).filter(MapObjective.map_id == m.id).delete()
|
||
dims = m.dimensions
|
||
if isinstance(dims, str):
|
||
dims = json.loads(dims)
|
||
dims = dims or []
|
||
for dim in dims:
|
||
for i, obj in enumerate(dim.get("objectives", [])):
|
||
mo = MapObjective(
|
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map_id=m.id,
|
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entity_id=m.entity_id if m.entity_id is not None else 1, # 强制继承地图企业(OpenCode审查#11)
|
||
dimension_key=dim.get("key", ""),
|
||
name=obj.get("name", ""),
|
||
description=obj.get("description", ""),
|
||
icon=obj.get("icon", "target"),
|
||
kpis=obj.get("kpis", []),
|
||
sort_order=i,
|
||
)
|
||
db.add(mo)
|
||
db.commit()
|
||
|
||
|
||
def _merge_map_objectives(m, db):
|
||
"""读取时:将map_objectives表的数据合并进dimensions JSON"""
|
||
objs = db.query(MapObjective).filter(MapObjective.map_id == m.id).order_by(MapObjective.sort_order).all()
|
||
if not objs:
|
||
return
|
||
dims = m.dimensions
|
||
if isinstance(dims, str):
|
||
dims = json.loads(dims)
|
||
dims = dims or []
|
||
# 按dimension_key分组
|
||
from collections import defaultdict
|
||
grouped = defaultdict(list)
|
||
for o in objs:
|
||
grouped[o.dimension_key].append(o)
|
||
for dim in dims:
|
||
key = dim.get("key", "")
|
||
if key in grouped:
|
||
merged = []
|
||
for i, o in enumerate(grouped[key]):
|
||
# 保留原有JSON中的额外字段(targetValue/krs等)
|
||
existing = dim["objectives"][i] if i < len(dim["objectives"]) else {}
|
||
merged.append({
|
||
"name": o.name,
|
||
"description": o.description or existing.get("description", ""),
|
||
"icon": o.icon or existing.get("icon", "target"),
|
||
"kpis": o.kpis or existing.get("kpis", []),
|
||
**{k: existing[k] for k in existing if k not in ("name", "description", "icon", "kpis")},
|
||
})
|
||
dim["objectives"] = merged
|
||
m.dimensions = dims
|
||
|
||
|
||
# ── KR完整修复(2026-08-27): 地图节点 → objectives + krs 表同步 ──
|
||
|
||
KR_OPERATORS = (">=", "<=", ">", "<", "=")
|
||
|
||
|
||
def _parse_kr_operator_target(raw_target, operator=None):
|
||
"""解析KR目标值字符串:
|
||
旧格式 '≥20%'/'<=18' → ('>=', 20.0)
|
||
新格式 operator='>=' + target=20 → ('>=', 20.0)
|
||
"""
|
||
if operator:
|
||
op = str(operator).strip()
|
||
if op == "≥":
|
||
op = ">="
|
||
elif op == "≤":
|
||
op = "<="
|
||
if op not in KR_OPERATORS:
|
||
op = ">="
|
||
else:
|
||
op = ">="
|
||
if raw_target is None:
|
||
return op, None
|
||
if isinstance(raw_target, (int, float)):
|
||
return op, float(raw_target)
|
||
s = str(raw_target).strip()
|
||
if s == "":
|
||
return op, None
|
||
# 前缀符号
|
||
for cand in KR_OPERATORS:
|
||
if s.startswith(cand):
|
||
op = cand
|
||
s = s[len(cand):]
|
||
break
|
||
if s.startswith("≥"):
|
||
op = ">="
|
||
s = s[1:]
|
||
elif s.startswith("≤"):
|
||
op = "<="
|
||
s = s[1:]
|
||
# 去掉单位(%、天、小时等非数字后缀)
|
||
num = s
|
||
while num and not (num[0].isdigit() or num[0] in ".+-"):
|
||
num = num[1:]
|
||
import re
|
||
m = re.match(r"[-+]?\d*\.?\d+", num)
|
||
if not m:
|
||
return op, None
|
||
return op, float(m.group(0))
|
||
|
||
|
||
def _sync_objectives_krs(m, db):
|
||
"""保存地图时:将dimensions JSON中带krs的目标节点同步到objectives表+krs表。
|
||
- 每个带krs的目标节点 → 确保objectives表有记录(按entity_id+name匹配,无则创建)
|
||
- krs数组 → krs表 upsert(按title匹配;删除本目标下JSON中不存在的krs)
|
||
- 回写 objective_id / kr_id 到节点JSON,方便前端下次直接使用
|
||
"""
|
||
dims = m.dimensions
|
||
if isinstance(dims, str):
|
||
try:
|
||
dims = json.loads(dims)
|
||
except Exception:
|
||
return
|
||
dims = dims or []
|
||
entity_id = m.entity_id if m.entity_id is not None else 1
|
||
for dim in dims:
|
||
dim_key = dim.get("key", "")
|
||
for obj in dim.get("objectives", []):
|
||
krs = obj.get("krs") or []
|
||
if not krs:
|
||
continue
|
||
name = (obj.get("name") or "").strip()
|
||
if not name:
|
||
continue
|
||
# 1. 确保 Objective 记录存在
|
||
objective = db.query(Objective).filter(
|
||
Objective.entity_id == entity_id,
|
||
Objective.title == name,
|
||
).first()
|
||
if not objective:
|
||
objective = Objective(
|
||
entity_id=entity_id,
|
||
title=name,
|
||
description=obj.get("description") or "",
|
||
dimension=dim_key,
|
||
quarter=_map_quarter(m),
|
||
owner=obj.get("owner") or "",
|
||
status="active",
|
||
progress=0,
|
||
)
|
||
db.add(objective)
|
||
db.flush() # 拿到 id
|
||
obj["_objective_id"] = objective.id
|
||
# 2. upsert krs 表
|
||
existing_krs = {kr.title: kr for kr in db.query(KR).filter(KR.objective_id == objective.id).all()}
|
||
keep_ids = set()
|
||
for i, kr_item in enumerate(krs):
|
||
if not isinstance(kr_item, dict):
|
||
continue
|
||
title = (kr_item.get("title") or kr_item.get("name") or "").strip()
|
||
if not title:
|
||
# 跳过空KR(前端允许空白行,不入库)
|
||
continue
|
||
op, tgt = _parse_kr_operator_target(
|
||
kr_item.get("target_value"), kr_item.get("operator"))
|
||
kpi_id = kr_item.get("metric_kpi_id")
|
||
if not kpi_id and kr_item.get("kpi_code"):
|
||
kpi = db.query(KPIDefinition).filter(
|
||
KPIDefinition.entity_id == entity_id,
|
||
KPIDefinition.kpi_code == kr_item["kpi_code"],
|
||
).first()
|
||
kpi_id = kpi.id if kpi else None
|
||
# 关联KPI时自动继承方向(KPI阈值如 '>=800')
|
||
if kpi_id and not kr_item.get("operator"):
|
||
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
||
if kpi and kpi.threshold_green:
|
||
op2, tgt2 = _parse_kr_operator_target(kpi.threshold_green)
|
||
op, tgt = op2, (tgt2 if tgt is None else tgt)
|
||
kr = existing_krs.get(title)
|
||
if kr is None:
|
||
kr = KR(
|
||
entity_id=entity_id,
|
||
objective_id=objective.id,
|
||
title=title,
|
||
)
|
||
db.add(kr)
|
||
kr.metric_kpi_id = kpi_id
|
||
kr.operator = op
|
||
if kr_item.get("tolerance") is not None:
|
||
kr.tolerance = kr_item.get("tolerance")
|
||
if kr_item.get("weight") is not None:
|
||
kr.weight = kr_item.get("weight")
|
||
if tgt is not None:
|
||
kr.target_value = tgt
|
||
if kr_item.get("current_value") is not None:
|
||
kr.current_value = kr_item.get("current_value")
|
||
if kr_item.get("due_date"):
|
||
kr.due_date = _parse_kr_date(kr_item.get("due_date"))
|
||
kr.sort_order = i + 1
|
||
keep_ids.add(kr.id)
|
||
kr_item["_kr_id"] = kr.id
|
||
# 3. 删除JSON中不存在的krs(空标题的除外——它从未入库)
|
||
for title, kr in existing_krs.items():
|
||
if kr.id not in keep_ids:
|
||
db.delete(kr)
|
||
db.commit()
|
||
# 回写dimensions(含_objective_id/_kr_id)
|
||
m.dimensions = dims
|
||
db.commit()
|
||
|
||
|
||
def _map_quarter(m) -> str:
|
||
"""从地图标题提取季度标识(如 2026Q3),无则空字符串"""
|
||
title = m.title or ""
|
||
import re
|
||
m_q = re.search(r"(20\d{2})\s*[Qq](\d)", title)
|
||
if m_q:
|
||
return f"{m_q.group(1)}Q{m_q.group(2)}"
|
||
return ""
|
||
|
||
|
||
def _parse_kr_date(v):
|
||
if v is None or v == "":
|
||
return None
|
||
if isinstance(v, datetime):
|
||
return v.date()
|
||
try:
|
||
return datetime.strptime(str(v)[:10], "%Y-%m-%d").date()
|
||
except (ValueError, TypeError):
|
||
return None
|
||
|
||
|
||
# ── 战略回顾会 聚合接口 ──────────────────────
|
||
|
||
|
||
@router.get("/{map_id}/krs")
|
||
def get_map_krs(map_id: int, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
|
||
"""战略回顾会 KR进度: 从krs表读取地图各目标的KR (KR修复 2026-08-27)
|
||
|
||
地图dimensions JSON中每个带krs的目标节点已同步到objectives+krs表,
|
||
此处按 节点._objective_id(或 entity+name 回查)取KR。
|
||
"""
|
||
from app.models import KPIDefinition, KR, Objective
|
||
m = db.query(StrategicMap).filter(StrategicMap.id == map_id, StrategicMap.entity_id == entity_id).first()
|
||
if not m:
|
||
raise HTTPException(404, "战略地图不存在")
|
||
|
||
dims = m.dimensions
|
||
if isinstance(dims, str):
|
||
try:
|
||
dims = json.loads(dims)
|
||
except Exception:
|
||
dims = []
|
||
dims = dims or []
|
||
|
||
obj_ids = []
|
||
for dim in dims:
|
||
for obj in dim.get("objectives", []):
|
||
oid = obj.get("_objective_id")
|
||
if oid:
|
||
obj_ids.append(int(oid))
|
||
continue
|
||
# 兼容无回写字段的旧节点: 按 entity+name 回查
|
||
name = (obj.get("name") or "").strip()
|
||
if name:
|
||
o = db.query(Objective).filter(
|
||
Objective.entity_id == entity_id,
|
||
Objective.title == name,
|
||
).first()
|
||
if o:
|
||
obj_ids.append(o.id)
|
||
|
||
result = []
|
||
if obj_ids:
|
||
krs = db.query(KR).filter(
|
||
KR.entity_id == entity_id,
|
||
KR.objective_id.in_(obj_ids),
|
||
).order_by(KR.objective_id, KR.sort_order, KR.id).all()
|
||
for kr in krs:
|
||
mkpi = None
|
||
if kr.metric_kpi_id:
|
||
mkpi = db.query(KPIDefinition).filter(KPIDefinition.id == kr.metric_kpi_id).first()
|
||
result.append({
|
||
"id": kr.id,
|
||
"objective_id": kr.objective_id,
|
||
"title": kr.title,
|
||
"metric_kpi_id": kr.metric_kpi_id,
|
||
"metric_kpi_code": mkpi.kpi_code if mkpi else None,
|
||
"metric_kpi_name": mkpi.kpi_name if mkpi else None,
|
||
"operator": _parse_kr_operator_target(kr.operator)[0] if hasattr(kr, "operator") and kr.operator else ">=",
|
||
"weight": float(kr.weight) if kr.weight is not None else None,
|
||
"target_value": float(kr.target_value) if kr.target_value is not None else None,
|
||
"current_value": float(kr.current_value) if kr.current_value is not None else None,
|
||
"progress": kr.progress or 0,
|
||
"status": kr.status,
|
||
"due_date": kr.due_date.isoformat() if kr.due_date else None,
|
||
})
|
||
return {"data": result}
|
||
|
||
|
||
@router.get("/{map_id}/review")
|
||
def get_map_review(map_id: int, level: Optional[str] = None, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
|
||
"""战略回顾会:返回目标状态、KPI值、改善行动
|
||
|
||
level: 可选 strategic/operational — 战略回顾(默认strategic)只显示战略级KPI;
|
||
不传则返回全部KPI(向后兼容)。
|
||
"""
|
||
from app.models import KPIDefinition, KPIValue, ActionPlan
|
||
m = db.query(StrategicMap).filter(StrategicMap.id == map_id, StrategicMap.entity_id == entity_id).first()
|
||
if not m:
|
||
raise HTTPException(404, "战略地图不存在")
|
||
|
||
dims = m.dimensions
|
||
if isinstance(dims, str):
|
||
dims = json.loads(dims)
|
||
dims = dims or [] # NULL容错
|
||
|
||
# 收集所有KPI code
|
||
all_kpi_codes = set()
|
||
for dim in dims:
|
||
for obj in dim.get("objectives", []):
|
||
for code in obj.get("kpis", []):
|
||
all_kpi_codes.add(code)
|
||
|
||
# 查询KPI定义(账套隔离: 同编码跨企业会混入, OpenCode审查#10)
|
||
kpi_defs = db.query(KPIDefinition).filter(
|
||
KPIDefinition.kpi_code.in_(all_kpi_codes) if all_kpi_codes else False,
|
||
KPIDefinition.entity_id == entity_id,
|
||
).all() if all_kpi_codes else []
|
||
kpi_map = {k.kpi_code: k for k in kpi_defs}
|
||
|
||
# 查询最新KPI实际值
|
||
kpi_ids = [k.id for k in kpi_defs]
|
||
latest_values = {}
|
||
if kpi_ids:
|
||
# 取每个KPI的最新一条
|
||
for kid in kpi_ids:
|
||
v = db.query(KPIValue).filter(
|
||
KPIValue.kpi_id == kid
|
||
).order_by(KPIValue.calculated_at.desc()).first()
|
||
if v:
|
||
latest_values[kid] = {
|
||
"actual_value": v.actual_value,
|
||
"period": v.period,
|
||
"source_type": v.source_type,
|
||
}
|
||
|
||
# 查询改善行动(按KPI_id关联)
|
||
action_plans_data = []
|
||
if kpi_ids:
|
||
plans = db.query(ActionPlan).filter(
|
||
ActionPlan.kpi_id.in_(kpi_ids)
|
||
).order_by(ActionPlan.created_at.desc()).all()
|
||
for p in plans:
|
||
action_plans_data.append({
|
||
"id": p.id,
|
||
"kpi_id": p.kpi_id,
|
||
"title": p.title,
|
||
"assignee": p.assignee,
|
||
"priority": p.priority,
|
||
"due_date": p.due_date.isoformat() if p.due_date else None,
|
||
"status": p.status,
|
||
"progress": p.progress or 0,
|
||
"created_at": p.created_at.isoformat() if p.created_at else None,
|
||
})
|
||
|
||
# 构建维度目标状态
|
||
dim_results = []
|
||
total_ok = 0
|
||
total_warn = 0
|
||
total_err = 0
|
||
total_obj_count = 0
|
||
focus_items = []
|
||
|
||
for dim in dims:
|
||
dim_key = dim.get("key", "")
|
||
dim_name = dim.get("name", "")
|
||
dim_icon = dim.get("icon", "")
|
||
dim_color = dim.get("color", "")
|
||
objectives = []
|
||
for obj in dim.get("objectives", []):
|
||
total_obj_count += 1
|
||
obj_kpis = []
|
||
worst_level = "green"
|
||
for code in obj.get("kpis", []):
|
||
kpi_def = kpi_map.get(code)
|
||
if not kpi_def:
|
||
continue
|
||
# 规则4: 战略地图默认只显示strategic级KPI(level过滤)
|
||
if level and kpi_def.kpi_level != level:
|
||
continue
|
||
lv = latest_values.get(kpi_def.id, {})
|
||
actual = lv.get("actual_value")
|
||
# 多粒度目标优先: 月目标(多数KPI月度) → 兼容legacy target_value (OpenCode审查#5)
|
||
target = kpi_def.target_monthly or kpi_def.target_value
|
||
# 判断红黄绿灯(绿≥90% / 黄60-90% / 红<60%)
|
||
# 方向修正: 越低越好型(费用率/成本率/损耗/逾期/投诉/流失) 与 负值目标 (OpenCode审查#5)
|
||
level = "gray"
|
||
if actual is not None and target:
|
||
name = (kpi_def.kpi_name or "") + " " + (kpi_def.kpi_code or "")
|
||
lower_better = any(k in name for k in
|
||
("费用率", "成本率", "损耗", "逾期", "投诉", "流失", "负债率", "返修", "缺勤"))
|
||
if lower_better:
|
||
ratio = target / actual if actual else 0 # 实际越低越好: 目标/实际
|
||
else:
|
||
ratio = actual / target
|
||
if ratio < 0:
|
||
ratio = 0 # 负值目标(如亏损控制) 完成度不为负
|
||
if ratio >= 0.9:
|
||
level = "green"
|
||
elif ratio >= 0.6:
|
||
level = "yellow"
|
||
else:
|
||
level = "red"
|
||
else:
|
||
level = "gray"
|
||
|
||
if level == "red":
|
||
worst_level = "red"
|
||
elif level == "yellow" and worst_level != "red":
|
||
worst_level = "yellow"
|
||
|
||
obj_kpis.append({
|
||
"kpi_id": kpi_def.id,
|
||
"kpi_code": code,
|
||
"kpi_name": kpi_def.kpi_name,
|
||
"target_value": target,
|
||
"actual_value": actual,
|
||
"unit": kpi_def.unit,
|
||
"level": level,
|
||
})
|
||
|
||
obj_item = {
|
||
"name": obj.get("name", ""),
|
||
"icon": obj.get("icon", ""),
|
||
"kpis": obj_kpis,
|
||
"level": worst_level,
|
||
"has_data": len(obj_kpis) > 0,
|
||
# 行动方案汇总(OpenCode审查#6): 按本目标KPI统计
|
||
"action_plan_summary": {
|
||
"total": len([p for p in action_plans_data if p["kpi_id"] in [k["kpi_id"] for k in obj_kpis]]),
|
||
"pending": len([p for p in action_plans_data
|
||
if p["kpi_id"] in [k["kpi_id"] for k in obj_kpis]
|
||
and p["status"] not in ("done", "completed")]),
|
||
} if obj_kpis else {"total": 0, "pending": 0},
|
||
}
|
||
objectives.append(obj_item)
|
||
|
||
if worst_level == "green":
|
||
total_ok += 1
|
||
elif worst_level == "yellow":
|
||
total_warn += 1
|
||
elif worst_level == "red":
|
||
total_err += 1
|
||
|
||
# 红色和黄色归入需重点关注
|
||
if worst_level in ("red", "yellow"):
|
||
focus_items.append(obj_item)
|
||
|
||
dim_results.append({
|
||
"key": dim_key,
|
||
"name": dim_name,
|
||
"icon": dim_icon,
|
||
"color": dim_color,
|
||
"objectives": objectives,
|
||
})
|
||
|
||
# 排序:红色在前,黄色在后
|
||
focus_items.sort(key=lambda x: (0 if x["level"] == "red" else 1, x["name"]))
|
||
|
||
return {
|
||
"map_id": m.id,
|
||
"title": m.title,
|
||
"version": m.version,
|
||
"status": m.status,
|
||
"dimensions": dim_results,
|
||
"summary": {
|
||
"total": total_obj_count,
|
||
"green": total_ok,
|
||
"yellow": total_warn,
|
||
"red": total_err,
|
||
"health_score": round(total_ok / total_obj_count * 100, 1) if total_obj_count > 0 else 0,
|
||
},
|
||
"focus_items": focus_items,
|
||
"action_plans": action_plans_data,
|
||
}
|
||
|