Hermes CI Fix
6b479bfe7d
- 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
563 lines
21 KiB
Python
563 lines
21 KiB
Python
"""
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OKR目标管理 API — 季度目标 + 关键结果 + KPI联动
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KR完整修复(2026-08-27): KR读取从ActionPlan改为krs表 + 方向符号operator + 权重
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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 sqlalchemy import func
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from datetime import datetime, timedelta, date as date_type
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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, ActionPlan, KR, ObjectiveKPI, KPIDefinition
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router = APIRouter(prefix="/api/cma/okr", tags=["OKR目标管理"],
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dependencies=[Depends(require_role("ceo", "finance", "it"))],
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)
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# ── KR 工具函数 ─────────────────────────────────────────
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VALID_OPERATORS = (">=", "<=", ">", "<", "=")
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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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def _parse_operator(raw):
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"""解析方向符号: 支持 >=/<=/>/</=，非法默认 >="""
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if not raw:
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return ">="
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op = str(raw).strip()
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if op in VALID_OPERATORS:
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return op
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# 兼容中文符号 ≥ ≤
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if op in ("≥",):
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return ">="
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if op in ("≤",):
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return "<="
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return ">="
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def _eval_kr(kr: KR) -> bool:
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"""达成判断: 实际值满足 operator → True"""
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if kr.current_value is None or kr.target_value is None:
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return False
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cur = float(kr.current_value)
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tgt = float(kr.target_value)
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op = _parse_operator(kr.operator)
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if op == ">=":
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ok = cur >= tgt
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elif op == "<=":
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ok = cur <= tgt
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elif op == ">":
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ok = cur > tgt
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elif op == "<":
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ok = cur < tgt
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elif op == "=":
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tol = float(kr.tolerance) if kr.tolerance is not None else 0.0
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ok = abs(cur - tgt) <= tol
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else:
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ok = False
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return ok
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def _calc_progress(kr: KR) -> int:
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"""方向感知进度计算:
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>=/>: current/target*100
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<=/<: target/current*100
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= : 容差内100
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"""
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if kr.current_value is None or kr.target_value is None:
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return kr.progress or 0
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cur = float(kr.current_value)
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tgt = float(kr.target_value)
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if tgt == 0:
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return 100 if cur == 0 else (100 if cur > 0 else 0)
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op = _parse_operator(kr.operator)
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if op in (">=", ">"):
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pct = cur / tgt * 100
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elif op in ("<=", "<"):
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# 值越小进度越高（如费用率<=18%）
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if cur <= tgt:
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pct = 100.0
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else:
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pct = max(0.0, tgt / cur * 100)
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elif op == "=":
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tol = float(kr.tolerance) if kr.tolerance is not None else 0.0
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if abs(cur - tgt) <= tol:
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pct = 100.0
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else:
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pct = max(0.0, 100.0 - abs(cur - tgt) / (abs(tgt) or 1) * 100)
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else:
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pct = cur / tgt * 100
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return max(0, min(100, round(pct)))
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def _refresh_kr_state(kr: KR):
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"""按当前值刷新 progress + status（方向感知）"""
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if kr.current_value is not None and kr.target_value is not None:
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kr.progress = _calc_progress(kr)
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if _eval_kr(kr):
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kr.status = "achieved"
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elif kr.progress > 0:
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kr.status = "in_progress"
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return kr
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def _inherit_kpi_direction(db: Session, kpi_id, operator, target_value):
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"""关联KPI时自动继承方向: 从KPI的threshold_green解析(如 '>=800' / '<=18')"""
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if not kpi_id:
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return operator, target_value
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kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
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if not kpi:
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return operator, target_value
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threshold = (kpi.threshold_green or "").strip()
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if not threshold:
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return operator, target_value
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op = operator
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tgt = target_value
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for cand in VALID_OPERATORS:
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if threshold.startswith(cand):
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op = cand
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try:
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tgt = float(threshold[len(cand):].strip())
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except (ValueError, TypeError):
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pass
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break
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else:
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# 无符号时尝试解析纯数字
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try:
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tgt = float(threshold)
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except (ValueError, TypeError):
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pass
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return op, tgt
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def _kr_serialize(kr: KR, db: Session = None) -> dict:
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"""KR → dict（含operator/weight/tolerance）"""
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mkpi = None
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if db and kr.metric_kpi_id:
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mkpi = db.query(KPIDefinition).filter(KPIDefinition.id == kr.metric_kpi_id).first()
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return {
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"id": kr.id,
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"objective_id": kr.objective_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": _parse_operator(kr.operator),
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"tolerance": _num(kr.tolerance),
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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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"monthly_milestones": kr.monthly_milestones or [],
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}
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def _get_objective_or_404(db: Session, obj_id: int, entity_id: int) -> Objective:
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obj = db.query(Objective).filter(Objective.id == obj_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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return obj
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# ── 目标列表/详情 ─────────────────────────────────────
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@router.get("")
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def list_objectives(
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quarter: Optional[str] = Query(None, description="筛选季度: 2026Q3"),
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dimension: Optional[str] = Query(None),
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status: Optional[str] = Query(None),
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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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"""列出OKR目标（账套隔离: 按token企业） — KR读取自krs表(2026-08-27)"""
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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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if dimension:
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q = q.filter(Objective.dimension == dimension)
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if status:
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q = q.filter(Objective.status == status)
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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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krs = db.query(KR).filter(KR.objective_id == o.id).order_by(KR.id).all()
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kr_summary = [
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{"id": kr.id, "title": kr.title, "status": kr.status, "progress": kr.progress,
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"operator": _parse_operator(kr.operator), "weight": _num(kr.weight),
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"metric_kpi_id": kr.metric_kpi_id}
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for kr in krs
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]
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results.append({
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"id": o.id, "title": o.title, "description": o.description,
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"dimension": o.dimension, "quarter": o.quarter,
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"owner": o.owner, "status": o.status, "progress": o.progress,
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"confidence": o.confidence,
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"key_results": kr_summary,
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"kr_count": len(krs),
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"kr_completed": sum(1 for kr in krs if kr.status in ("completed", "achieved")),
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"created_at": o.created_at.isoformat() if o.created_at else None,
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})
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return {"total": len(results), "items": results}
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@router.post("")
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def create_objective(
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data: dict,
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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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"""创建OKR目标（支持JSON Body和Query参数两种方式）— 账套隔离: 强制token企业"""
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title = data.get("title") or ""
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quarter = data.get("quarter") or ""
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description = data.get("description")
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dimension = data.get("dimension")
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owner = data.get("owner")
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if not title or not quarter:
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raise HTTPException(422, "缺少必填字段: title, quarter")
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obj = Objective(title=title, quarter=quarter, description=description,
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dimension=dimension, owner=owner, entity_id=entity_id)
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db.add(obj)
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db.commit()
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db.refresh(obj)
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return {"ok": True, "id": obj.id, "title": obj.title}
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@router.get("/{obj_id}")
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def get_objective(obj_id: int, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""获取单个OKR详情（账套隔离: 跨企业404） — KR读取自krs表(2026-08-27)"""
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obj = _get_objective_or_404(db, obj_id, entity_id)
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krs = db.query(KR).filter(KR.objective_id == obj_id).order_by(KR.id).all()
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return {
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"objective": {
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"id": obj.id, "title": obj.title, "description": obj.description,
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"dimension": obj.dimension, "quarter": obj.quarter,
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"owner": obj.owner, "status": obj.status, "progress": obj.progress,
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"confidence": obj.confidence,
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},
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"key_results": [_kr_serialize(kr, db) for kr in krs],
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}
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@router.patch("/{obj_id}")
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def update_objective(obj_id: int, db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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"""更新OKR进度（通过krs表KR自动计算加权进度）"""
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obj = _get_objective_or_404(db, obj_id, entity_id)
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krs = db.query(KR).filter(KR.objective_id == obj_id).all()
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if krs:
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weights = [float(kr.weight) if kr.weight else 1.0 for kr in krs]
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total_w = sum(weights) or len(krs)
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obj.progress = round(sum(kr.progress * w for kr, w in zip(krs, weights)) / total_w)
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db.commit()
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return {"ok": True, "id": obj_id, "progress": obj.progress}
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# ── KR CRUD ───────────────────────────────────────────
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@router.post("/{objective_id}/krs")
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def create_kr(objective_id: int, data: dict, db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id)):
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"""新增KR（落krs表）— title/metric_kpi_id/operator/target_value/weight/progress/due_date
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关联KPI时自动继承方向(threshold_green)
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"""
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obj = _get_objective_or_404(db, objective_id, entity_id)
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title = data.get("title") or ""
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if not title:
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raise HTTPException(422, "缺少必填字段: title")
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operator, target_value = _inherit_kpi_direction(
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db, data.get("metric_kpi_id"), data.get("operator"), data.get("target_value"))
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if target_value is None and operator != "=":
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# 没有目标值也能建（后续补），但明确提示
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pass
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kr = KR(
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entity_id=entity_id,
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objective_id=objective_id,
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title=title,
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metric_kpi_id=data.get("metric_kpi_id") or None,
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operator=_parse_operator(operator),
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tolerance=data.get("tolerance"),
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weight=data.get("weight"),
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target_value=target_value,
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current_value=data.get("current_value"),
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progress=data.get("progress", 0),
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status=data.get("status", "pending"),
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due_date=_parse_date(data.get("due_date")),
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monthly_milestones=data.get("monthly_milestones") or [],
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)
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_refresh_kr_state(kr)
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db.add(kr)
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db.commit()
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db.refresh(kr)
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update_objective(objective_id, db, entity_id)
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return {"ok": True, "id": kr.id, "kr": _kr_serialize(kr, db)}
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@router.put("/{objective_id}/krs/sync")
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def sync_krs(objective_id: int, data: dict, db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id)):
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"""批量同步KR数组（前端保存整个KR列表时用）:
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body: {"krs": [{id?, title, operator, target_value, weight, kpi_code?, ...}]}
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已存在的按id更新；无id且同名则更新；否则新增；不在列表中的删除
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注意: 必须声明在 /krs/{kr_id} 之前，避免 'sync' 被解析为 kr_id
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"""
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obj = _get_objective_or_404(db, objective_id, entity_id)
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incoming = data.get("krs", [])
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if not isinstance(incoming, list):
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raise HTTPException(400, "krs 必须是数组")
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existing = {kr.id: kr for kr in db.query(KR).filter(KR.objective_id == objective_id).all()}
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keep_ids = set()
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now_name = {}
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for i, item in enumerate(incoming):
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title = (item.get("title") or item.get("name") or "").strip()
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if not title:
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continue
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kpi_id = item.get("metric_kpi_id") or item.get("kpi_id")
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# kpi_code → kpi_id 转换
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if not kpi_id and item.get("kpi_code"):
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kpi = db.query(KPIDefinition).filter(
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KPIDefinition.kpi_code == item["kpi_code"],
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KPIDefinition.entity_id == entity_id).first()
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kpi_id = kpi.id if kpi else None
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operator, target_value = _inherit_kpi_direction(db, kpi_id, item.get("operator"), item.get("target_value"))
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kr = None
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if item.get("id") and int(item["id"]) in existing:
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kr = existing[int(item["id"])]
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elif title in now_name:
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kr = now_name[title]
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else:
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# 按同名找已有
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for k in existing.values():
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if k.title == title:
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kr = k
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break
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if kr is None:
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kr = KR(entity_id=entity_id, objective_id=objective_id, title=title)
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db.add(kr)
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kr.title = title
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kr.metric_kpi_id = kpi_id
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kr.operator = _parse_operator(operator)
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if item.get("tolerance") is not None:
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kr.tolerance = item.get("tolerance")
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if item.get("weight") is not None:
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kr.weight = item.get("weight")
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if item.get("target_value") is not None:
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kr.target_value = item.get("target_value")
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elif target_value is not None:
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kr.target_value = target_value
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if item.get("current_value") is not None:
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kr.current_value = item.get("current_value")
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if item.get("due_date"):
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kr.due_date = _parse_date(item.get("due_date"))
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if item.get("monthly_milestones") is not None:
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kr.monthly_milestones = item.get("monthly_milestones")
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_refresh_kr_state(kr)
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keep_ids.add(kr.id)
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now_name[title] = kr
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# 删除不在列表中的
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for kid, kr in existing.items():
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if kid not in keep_ids:
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db.delete(kr)
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db.commit()
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update_objective(objective_id, db, entity_id)
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krs = db.query(KR).filter(KR.objective_id == objective_id).order_by(KR.id).all()
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return {"ok": True, "objective_id": objective_id, "krs": [_kr_serialize(kr, db) for kr in krs]}
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@router.put("/{objective_id}/krs/{kr_id}")
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def update_kr(objective_id: int, kr_id: int, data: dict, db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id)):
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"""更新KR（含方向/权重/当前值，自动重算progress+status）"""
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obj = _get_objective_or_404(db, objective_id, entity_id)
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kr = db.query(KR).filter(KR.id == kr_id, KR.objective_id == objective_id,
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KR.entity_id == entity_id).first()
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if not kr:
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raise HTTPException(404, "KR不存在或不属于该目标")
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updatable = {"title", "metric_kpi_id", "operator", "tolerance", "weight",
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"target_value", "current_value", "progress", "status", "due_date",
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"monthly_milestones"}
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for k, v in data.items():
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if k in updatable and v is not None:
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setattr(kr, k, v)
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# 关联KPI变化 → 自动继承方向
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if "metric_kpi_id" in data or "operator" not in data or "target_value" not in data:
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if data.get("metric_kpi_id") and ("operator" not in data or "target_value" not in data):
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kr.operator, kr.target_value = _inherit_kpi_direction(
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db, data.get("metric_kpi_id", kr.metric_kpi_id),
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data.get("operator", kr.operator), data.get("target_value", kr.target_value))
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if data.get("due_date"):
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kr.due_date = _parse_date(data["due_date"])
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_refresh_kr_state(kr)
|
||
db.commit()
|
||
db.refresh(kr)
|
||
update_objective(objective_id, db, entity_id)
|
||
return {"ok": True, "id": kr.id, "kr": _kr_serialize(kr, db)}
|
||
|
||
|
||
@router.delete("/{objective_id}/krs/{kr_id}")
|
||
def delete_kr(objective_id: int, kr_id: int, db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id)):
|
||
"""删除KR"""
|
||
_get_objective_or_404(db, objective_id, entity_id)
|
||
kr = db.query(KR).filter(KR.id == kr_id, KR.objective_id == objective_id,
|
||
KR.entity_id == entity_id).first()
|
||
if not kr:
|
||
raise HTTPException(404, "KR不存在或不属于该目标")
|
||
db.delete(kr)
|
||
db.commit()
|
||
update_objective(objective_id, db, entity_id)
|
||
return {"ok": True, "deleted": kr_id}
|
||
|
||
|
||
# ── KR里程碑（时间分解） ─────────────────────────────
|
||
|
||
@router.put("/{okr_id}/decomposition/milestones/{kr_id}")
|
||
def update_kr_milestones(okr_id: int, kr_id: int, data: dict, db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id)):
|
||
"""保存KR的月度里程碑（时间分解视图编辑） — 同步更新KR进度"""
|
||
_get_objective_or_404(db, okr_id, entity_id)
|
||
kr = db.query(KR).filter(KR.id == kr_id, KR.objective_id == okr_id,
|
||
KR.entity_id == entity_id).first()
|
||
if not kr:
|
||
raise HTTPException(404, "KR不存在或不属于该OKR")
|
||
milestones = data.get("milestones")
|
||
if not isinstance(milestones, list):
|
||
raise HTTPException(400, "milestones 必须是数组")
|
||
normalized = []
|
||
for ms in milestones:
|
||
normalized.append({
|
||
"month": ms.get("month", ""),
|
||
"label": ms.get("label", ""),
|
||
"status": ms.get("status", "pending"),
|
||
"target": ms.get("target"),
|
||
})
|
||
kr.monthly_milestones = normalized
|
||
if normalized:
|
||
done = sum(1 for ms in normalized if ms.get("status") == "completed")
|
||
kr.progress = round(done / len(normalized) * 100)
|
||
if kr.progress >= 100:
|
||
kr.status = "achieved"
|
||
elif kr.status == "achieved" and kr.progress < 100:
|
||
kr.status = "in_progress"
|
||
db.commit()
|
||
return {"ok": True, "kr_id": kr.id, "progress": kr.progress, "milestones": kr.monthly_milestones}
|
||
|
||
|
||
@router.post("/{okr_id}/decomposition/milestones/generate")
|
||
def auto_generate_milestones(okr_id: int, data: dict, db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id)):
|
||
"""为KR自动生成月度里程碑（按季度剩余月份均分）"""
|
||
_get_objective_or_404(db, okr_id, entity_id)
|
||
kr_id = data.get("kr_id")
|
||
if not kr_id:
|
||
raise HTTPException(400, "缺少 kr_id")
|
||
kr = db.query(KR).filter(KR.id == kr_id, KR.objective_id == okr_id,
|
||
KR.entity_id == entity_id).first()
|
||
if not kr:
|
||
raise HTTPException(404, "KR不存在或不属于该OKR")
|
||
kr.monthly_milestones = _build_auto_milestones(kr)
|
||
db.commit()
|
||
return {"ok": True, "kr_id": kr.id, "milestones": kr.monthly_milestones}
|
||
|
||
|
||
def _build_auto_milestones(kr: KR) -> list:
|
||
"""按截止日期向前均分3个月度里程碑"""
|
||
base = kr.due_date or datetime.now() + timedelta(days=90)
|
||
if isinstance(base, str):
|
||
try:
|
||
base = datetime.strptime(base[:10], "%Y-%m-%d").date()
|
||
except ValueError:
|
||
base = datetime.now().date() + timedelta(days=90)
|
||
if isinstance(base, datetime):
|
||
base = base.date()
|
||
base = base.replace(day=1)
|
||
month_keys = []
|
||
for i in range(3, 0, -1):
|
||
y, m = base.year, base.month - i
|
||
while m <= 0:
|
||
m += 12
|
||
y -= 1
|
||
month_keys.append(f"{y:04d}-{m:02d}")
|
||
return [
|
||
{
|
||
"month": mk,
|
||
"label": f"里程碑{i + 1}",
|
||
"status": "pending",
|
||
"target": None,
|
||
}
|
||
for i, mk in enumerate(month_keys)
|
||
]
|
||
|
||
|
||
def _parse_date(v):
|
||
"""兼容 str/date/datetime → date"""
|
||
if v is None or v == "":
|
||
return None
|
||
if isinstance(v, date_type):
|
||
return v
|
||
if isinstance(v, datetime):
|
||
return v.date()
|
||
try:
|
||
return datetime.strptime(str(v)[:10], "%Y-%m-%d").date()
|
||
except (ValueError, TypeError):
|
||
return None
|
||
|
||
|
||
@router.get("/{okr_id}/decomposition")
|
||
def get_okr_decomposition(okr_id: int, db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id)):
|
||
"""获取OKR的时间分解视图数据 — KR读取自krs表(2026-08-27)"""
|
||
okr = _get_objective_or_404(db, okr_id, entity_id)
|
||
|
||
# 1. 关联的BSC战略O（年度 — 相同维度且没有季度标识）
|
||
bsc_o = db.query(Objective).filter(
|
||
Objective.dimension == okr.dimension,
|
||
Objective.quarter.is_(None),
|
||
Objective.entity_id == entity_id,
|
||
).first()
|
||
|
||
# 2. 本OKR的所有KR（krs表）
|
||
krs = db.query(KR).filter(KR.objective_id == okr_id).order_by(KR.id).all()
|
||
|
||
# 3. 当前周的ActionPlan（本周行动计划）
|
||
now = datetime.now()
|
||
week_start = now - timedelta(days=now.weekday())
|
||
week_start = week_start.replace(hour=0, minute=0, second=0, microsecond=0)
|
||
week_end = week_start + timedelta(days=7)
|
||
action_plans = db.query(ActionPlan).filter(
|
||
ActionPlan.objective_id == okr_id,
|
||
ActionPlan.due_date.between(week_start, week_end)
|
||
).all()
|
||
|
||
return {
|
||
"annual_o": bsc_o.title if bsc_o else None,
|
||
"quarterly_o": okr.title,
|
||
"krs": [
|
||
{
|
||
"kr_id": kr.id,
|
||
"title": kr.title,
|
||
"progress": kr.progress,
|
||
"milestones": kr.monthly_milestones or []
|
||
}
|
||
for kr in krs
|
||
],
|
||
"weekly_actions": [
|
||
{
|
||
"id": ap.id,
|
||
"title": ap.title,
|
||
"status": ap.status,
|
||
"deadline": ap.due_date.isoformat() if ap.due_date else None
|
||
}
|
||
for ap in action_plans
|
||
]
|
||
}
|