Hermes CI Fix
94aeb14e95
P1-③ 告警归因: budget_deviation_alerts+alert_type/attribution/scenario_id, 归因引擎alert_attribution.py(子KPI/科目/量价差/趋势), deviation-check统一写归因+场景, GET /deviation-alerts/{id}/attribution详情(旧告警现场组装)
P1-④ 实际值自动归集: kpi_value_sources/kpi_value_collect_logs表+CRUD+试跑+覆盖率, 采集器kpi_value_collector.py(voucher_details/进销存/cash_plans按entity+period汇总, 幂等upsert不覆盖人工), crontab每日06:30
P2-① 真零基: budget_zero_based_items逐项论证表+generate, method-comparison有论证项逐项求和is_demo=false否则fallback
P2-② 派生规则: budget_derivation_rules配置表, apply-method优先读规则rule_source=configured
P2-⑤ 告警双路径合并: deviation_engine.build_deviation_alert统一函数, 方向列表配置化kpi_alert_higher_better+alert-direction接口
P2-⑥ 现金流分类: cash_plan_classify_rules规则表+cash_plan_unclassified待分类队列, sync-cash-plans未命中进队列不静默跳过
新增: GET /kpis/{kpi_id}/values + 前端kpiApi.values(归集标签页数据源), scenario_suggestions幂等seed(init_db)
测试: test_budget_tech_improve.py 15用例, 预算相关96 passed, 全量646 passed
218 lines
7.2 KiB
Python
218 lines
7.2 KiB
Python
"""零基预算逐项论证 API — 管理会计OS (P2-① 2026-08-28)
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CRUD 逐项论证项(budget_zero_based_items) + generate 生成零基预算写 budget_plans。
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method-comparison 的 zero_based 分支优先读论证项（有数据→逐项求和 is_demo=false）。
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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 datetime import datetime
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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 BudgetZeroBasedItem, KPIDefinition, BudgetPlan
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router = APIRouter(
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prefix="/api/cma/budget",
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tags=["零基预算"],
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dependencies=[Depends(require_role("ceo", "finance", "it"))],
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)
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@router.get("/zero-based/items")
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def list_zero_based_items(
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kpi_id: Optional[int] = Query(None),
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period: 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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"""零基逐项论证列表（kpi_id+period 过滤）"""
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query = db.query(BudgetZeroBasedItem).filter(BudgetZeroBasedItem.entity_id == entity_id)
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if kpi_id:
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query = query.filter(BudgetZeroBasedItem.kpi_id == kpi_id)
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if period:
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query = query.filter(BudgetZeroBasedItem.period == period)
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rows = query.order_by(BudgetZeroBasedItem.id.desc()).all()
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kpi_ids = {r.kpi_id for r in rows}
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kpis = {k.id: k for k in db.query(KPIDefinition).filter(KPIDefinition.id.in_(kpi_ids)).all()} if kpi_ids else {}
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result = []
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for r in rows:
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kpi = kpis.get(r.kpi_id)
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result.append({
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"id": r.id,
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"kpi_id": r.kpi_id,
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"kpi_code": kpi.kpi_code if kpi else "",
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"kpi_name": kpi.kpi_name if kpi else "",
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"period": r.period,
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"item_name": r.item_name,
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"item_category": r.item_category,
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"base_value": r.base_value,
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"justification": r.justification,
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"proposed_value": r.proposed_value,
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"status": r.status,
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"created_by": r.created_by,
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"created_at": r.created_at.isoformat() if r.created_at else None,
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})
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total_proposed = round(sum(r.proposed_value for r in rows), 2)
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return {"data": result, "total": len(result), "total_proposed": total_proposed}
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@router.post("/zero-based/items")
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def create_zero_based_item(
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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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current_user=Depends(require_auth),
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):
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"""新建逐项论证项"""
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kpi_id = data.get("kpi_id")
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period = data.get("period")
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item_name = data.get("item_name")
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base_value = data.get("base_value")
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proposed_value = data.get("proposed_value")
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if not kpi_id or not period or not item_name:
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raise HTTPException(400, "缺少必要参数: kpi_id, period, item_name")
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if base_value is None:
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base_value = 0
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if proposed_value is None:
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proposed_value = 0
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kpi = db.query(KPIDefinition).filter(
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KPIDefinition.id == kpi_id,
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KPIDefinition.entity_id == entity_id,
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).first()
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if not kpi:
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raise HTTPException(404, "KPI不存在")
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row = BudgetZeroBasedItem(
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entity_id=entity_id,
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kpi_id=kpi_id,
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period=period,
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item_name=item_name,
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item_category=data.get("item_category", "discretionary"),
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base_value=base_value,
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justification=data.get("justification"),
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proposed_value=proposed_value,
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status=data.get("status", "draft"),
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created_by=data.get("created_by") or (current_user.name if hasattr(current_user, "name") else None),
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)
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db.add(row)
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db.commit()
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db.refresh(row)
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return {"message": "论证项已创建", "id": row.id}
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@router.put("/zero-based/items/{item_id}")
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def update_zero_based_item(
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item_id: int,
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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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current_user=Depends(require_auth),
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):
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"""更新逐项论证项"""
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row = db.query(BudgetZeroBasedItem).filter(
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BudgetZeroBasedItem.id == item_id,
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BudgetZeroBasedItem.entity_id == entity_id,
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).first()
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if not row:
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raise HTTPException(404, "论证项不存在")
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for field in ("item_name", "item_category", "base_value", "justification",
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"proposed_value", "status"):
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if field in data:
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setattr(row, field, data[field])
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db.commit()
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return {"message": "论证项已更新", "id": row.id}
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@router.delete("/zero-based/items/{item_id}")
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def delete_zero_based_item(
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item_id: int,
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db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id),
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current_user=Depends(require_auth),
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):
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"""删除逐项论证项"""
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row = db.query(BudgetZeroBasedItem).filter(
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BudgetZeroBasedItem.id == item_id,
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BudgetZeroBasedItem.entity_id == entity_id,
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).first()
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if not row:
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raise HTTPException(404, "论证项不存在")
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db.delete(row)
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db.commit()
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return {"message": "论证项已删除"}
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@router.post("/zero-based/generate")
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def generate_zero_based_budget(
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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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current_user=Depends(require_auth),
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):
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"""生成零基预算 = Σ(proposed_value)，写 budget_plans（version='zbb-YYYYMMDD'，calc_logic='zero_based_itemized'）"""
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kpi_id = data.get("kpi_id")
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period = data.get("period")
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year = data.get("year")
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if not kpi_id or not period:
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raise HTTPException(400, "缺少必要参数: kpi_id, period")
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items = db.query(BudgetZeroBasedItem).filter(
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BudgetZeroBasedItem.entity_id == entity_id,
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BudgetZeroBasedItem.kpi_id == kpi_id,
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BudgetZeroBasedItem.period == period,
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).all()
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if not items:
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raise HTTPException(400, f"期间 {period} 无逐项论证项，请先录入")
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total = round(sum(i.proposed_value for i in items), 2)
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# 解析年份
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if not year:
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try:
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year = int(period.split("-")[0])
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except Exception:
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year = datetime.now().year
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month = 0
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try:
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month = int(period.split("-")[1]) if "-" in period else 0
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except Exception:
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month = 0
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version = f"zbb-{datetime.now().strftime('%Y%m%d')}"
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# 删除同KPI同期间同版本旧预算，防重复
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db.query(BudgetPlan).filter(
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BudgetPlan.entity_id == entity_id,
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BudgetPlan.kpi_id == kpi_id,
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BudgetPlan.period == period,
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BudgetPlan.version == version,
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).delete()
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bp = BudgetPlan(
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entity_id=entity_id,
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kpi_id=kpi_id,
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period=period,
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budget_value=total,
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budget_year=year,
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budget_month=month,
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version=version,
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status="active",
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source_type="zero_based",
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calc_logic="zero_based_itemized",
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remark=f"零基逐项论证生成: {len(items)}项 Σ(proposed_value)={total}",
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)
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db.add(bp)
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db.commit()
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return {
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"message": f"零基预算已生成: {total}（{len(items)}项论证）",
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"kpi_id": kpi_id,
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"period": period,
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"total": total,
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"item_count": len(items),
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"version": version,
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"plan_id": bp.id,
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}
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