302 lines
10 KiB
Python
302 lines
10 KiB
Python
"""预算自动从KPI推算 API — P1-2
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根据KPI的目标值自动生成预算建议。
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"""
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from fastapi import APIRouter, Depends, HTTPException
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from sqlalchemy.orm import Session
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from app.database import get_db
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from app.auth_middleware import require_auth, require_role
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from app.models import KPIDefinition, BudgetPlan, KPIValue, OperationLog
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import json
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import logging
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from datetime import datetime
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logger = logging.getLogger("cma.budget_gen")
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router = APIRouter(prefix="/api/cma/budget", tags=["KPI→预算"],
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dependencies=[Depends(require_role("ceo", "finance"))],
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)
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def _calc_budget(kpi: KPIDefinition) -> dict:
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"""根据KPI类型推算预算
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算法:
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- 降本类: (当前值-目标值)×0.3
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- 增收类: 目标增收额×0.2
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- 能力类: 人均培训成本×人数
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- 系统类: 按模块开发费估算
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"""
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category = kpi.category or ""
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target = kpi.target_value or 0
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result = {
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"suggested_budget": 0,
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"calc_logic": "",
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"calc_type": "未知",
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}
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# 降本类: cost_control, cash_risk
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if category in ("cost_control", "cash_risk", "asset_efficiency"):
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result["calc_type"] = "降本类"
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# 当前值需要从最新的KPIValue获取
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# 这里返回算法描述，前端传入当前值
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result["calc_type_desc"] = "(当前值-目标值)×0.3"
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result["suggested_budget"] = 0 # 需要前端传当前值
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# 增收类: revenue_growth, profitability
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elif category in ("revenue_growth", "profitability", "customer_scale"):
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result["calc_type"] = "增收类"
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result["calc_type_desc"] = "目标增收额×0.2"
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result["suggested_budget"] = round(target * 0.2, 2)
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# 能力类: talent_pipeline, employee_engagement, innovation
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elif category in ("talent_pipeline", "employee_engagement", "innovation"):
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result["calc_type"] = "能力类"
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result["calc_type_desc"] = "人均培训成本×人数"
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result["suggested_budget"] = 0 # 需要外部参数
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# 系统类: 默认为系统类
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elif category in ("supply_chain", "delivery_quality", "customer_concentration", "customer_satisfaction"):
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result["calc_type"] = "系统类"
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result["calc_type_desc"] = "按功能模块开发费估算"
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result["suggested_budget"] = round(target * 0.15, 2)
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# 其他未分类
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else:
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result["calc_type"] = "系统类"
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result["calc_type_desc"] = "按功能模块开发费估算"
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result["suggested_budget"] = round(target * 0.15, 2)
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return result
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@router.get("/kpi-budget-candidates")
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def get_kpi_budget_candidates(
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year: int = None,
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db: Session = Depends(get_db),
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):
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"""获取可用于生成预算的KPI列表，按类型分类"""
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if not year:
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year = datetime.now().year
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kpis = db.query(KPIDefinition).filter(KPIDefinition.status == "active").all()
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# 获取每个KPI的最新实际值
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latest_values = {}
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for kpi in kpis:
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v = db.query(KPIValue).filter(
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KPIValue.kpi_id == kpi.id
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).order_by(KPIValue.calculated_at.desc()).first()
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if v:
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latest_values[kpi.id] = v.actual_value
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# 分类
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categorized = {
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"cost_reduction": [], # 降本类
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"revenue_growth": [], # 增收类
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"capability": [], # 能力类
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"system": [], # 系统类
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}
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for kpi in kpis:
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calc_info = _calc_budget(kpi)
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current_val = latest_values.get(kpi.id)
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# 降本类: 需要当前值
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if calc_info["calc_type"] == "降本类":
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if current_val is not None and kpi.target_value:
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diff = current_val - kpi.target_value
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suggested = round(max(diff, 0) * 0.3, 2)
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calc_logic = f"当前值{current_val}-目标值{kpi.target_value}={diff:.2f}，×0.3={suggested:.2f}"
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else:
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suggested = 0
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calc_logic = "缺少当前值或目标值，无法计算"
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item = {
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"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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"category": kpi.category,
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"calc_type": "降本类",
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"target_value": kpi.target_value,
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"current_value": current_val,
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"suggested_budget": suggested,
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"calc_logic": calc_logic,
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}
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categorized["cost_reduction"].append(item)
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elif calc_info["calc_type"] == "增收类":
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suggested = round((kpi.target_value or 0) * 0.2, 2)
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calc_logic = f"目标增收额{kpi.target_value}×0.2={suggested:.2f}"
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item = {
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"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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"category": kpi.category,
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"calc_type": "增收类",
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"target_value": kpi.target_value,
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"current_value": current_val,
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"suggested_budget": suggested,
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"calc_logic": calc_logic,
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}
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categorized["revenue_growth"].append(item)
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elif calc_info["calc_type"] == "能力类":
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# 假设人均培训成本2000元, 默认10人
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suggested = round(2000 * 10, 2)
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calc_logic = f"人均培训成本2000元×10人={suggested:.2f}（可调整人数和单价）"
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item = {
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"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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"category": kpi.category,
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"calc_type": "能力类",
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"target_value": kpi.target_value,
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"current_value": current_val,
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"suggested_budget": suggested,
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"calc_logic": calc_logic,
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"per_head_cost": 2000,
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"head_count": 10,
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}
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categorized["capability"].append(item)
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else: # 系统类
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suggested = round((kpi.target_value or 0) * 0.15, 2)
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if suggested <= 0:
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suggested = 30000 # 默认3万
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calc_logic = "按模块开发费估算: 默认30000元（可调整）"
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else:
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calc_logic = f"目标值{kpi.target_value}×0.15={suggested:.2f}"
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item = {
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"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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"category": kpi.category,
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"calc_type": "系统类",
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"target_value": kpi.target_value,
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"current_value": current_val,
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"suggested_budget": suggested,
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"calc_logic": calc_logic,
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}
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categorized["system"].append(item)
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return {"data": categorized}
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@router.post("/generate-from-kpis")
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def generate_budget_from_kpis(
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data: dict,
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db: Session = Depends(get_db),
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current_user=Depends(require_auth),
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):
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"""从选中的KPI生成预算科目
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Body: {
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year: int,
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month: int,
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version: string,
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items: [
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{
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kpi_id: int,
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budget_amount: float, // 用户可编辑
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calc_logic: string,
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calc_type: string,
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}
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]
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}
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"""
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year = data.get("year", datetime.now().year)
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month = data.get("month", datetime.now().month + 1)
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version = data.get("version", "v1.0")
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items = data.get("items", [])
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if not items:
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raise HTTPException(400, "请至少选择一个KPI")
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period = f"{year}-{month:02d}"
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results = []
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total_amount = 0
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for item in items:
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kpi_id = item.get("kpi_id")
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budget_amount = item.get("budget_amount")
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calc_logic = item.get("calc_logic", "")
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calc_type = item.get("calc_type", "")
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if not kpi_id or budget_amount is None:
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continue
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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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continue
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# 检查是否已有记录
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existing = db.query(BudgetPlan).filter(
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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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BudgetPlan.status == "active",
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).first()
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if existing:
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existing.budget_value = budget_amount
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existing.source_type = "kpi_generated"
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existing.source_kpi_id = kpi_id
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existing.calc_logic = calc_logic
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existing.remark = f"KPI推算({calc_type}): {calc_logic}"
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plan_id = existing.id
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else:
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plan = BudgetPlan(
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kpi_id=kpi_id,
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period=period,
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budget_value=budget_amount,
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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="kpi_generated",
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source_kpi_id=kpi_id,
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calc_logic=calc_logic,
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remark=f"KPI推算({calc_type}): {calc_logic}",
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created_by=current_user.name if hasattr(current_user, "name") else "",
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)
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db.add(plan)
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db.flush()
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plan_id = plan.id
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total_amount += budget_amount
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results.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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"budget_amount": budget_amount,
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"calc_logic": calc_logic,
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"plan_id": plan_id,
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})
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# 操作日志
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log = OperationLog(
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user_id=getattr(current_user, "id", None),
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action="kpi_generate_budget",
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target_type="budget",
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detail=json.dumps({
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"year": year,
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"month": month,
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"version": version,
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"item_count": len(results),
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"total_amount": total_amount,
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}, ensure_ascii=False),
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)
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db.add(log)
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db.commit()
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return {
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"message": f"已从{len(results)}个KPI生成预算，合计¥{total_amount:,.2f}",
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"total_amount": total_amount,
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"items": results,
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}
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