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cma-management/backend/app/api/bot_kpis.py
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Hermes CI Fix 5d0884cc3b fix(kpi): single source of truth for REVERSE_INDICATORS + drop F_FACTORY_REBATE_RATE from reverse set
P-6 (M2 gate 2, FIN-CE-REVIEW-20260915-01): kpis.REVERSE_INDICATORS is now the only authoritative direction definition; dashboard.py imports it instead of carrying a literal copy; bot_kpis.py derives REVERSE_BOT_INDICATORS from it (dead import removed).

F_FACTORY_REBATE_RATE (upstream factory rebate rate, higher=better) was wrongly treated as reverse: 278.7% vs target 80 scored 1/danger, now 5/success and workbench three-color red -> green. No DB write, no scoring-engine logic change, no data_level/frontend touch.
2026-09-15 17:48:56 +08:00

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"""Bot KPI管理 API — 管理各Agent的KPI自评体系"""
from fastapi import APIRouter, Depends, HTTPException, Query
from sqlalchemy.orm import Session
from typing import Optional
from datetime import datetime
from app.database import get_db
from app.auth_middleware import require_auth
from app.deps import get_entity_id
from app.models import KPIDefinition, KPIValue
from app.risk_levels import risk_level
router = APIRouter(prefix="/api/cma/bot-kpis", tags=["Bot KPI管理"],
dependencies=[Depends(require_auth)],
)
# 反向指标编码(值越低越好)。
# 方向权威源 = app.api.kpis.REVERSE_INDICATORS(2026-09-15 M2 准入2 收口):
# 本文件原 import 了权威表却未使用、另立字面量 ['FB_RESPONSE_TIME'],会让同一 kpi_code
# 在「能力评分」(取权威表=反向) 与「Bot 自评」(取本表=正向) 方向打架
# (实测同一宇宙内 F_COST_RATIO / F_AR_DAYS / F_REBATE_RATE 三码即为此类)。
# 现改为派生:权威表 ∪ Bot 专有反向指标(零漂移)。
from app.api.kpis import REVERSE_INDICATORS as _AUTHORITATIVE_REVERSE_INDICATORS
BOT_ONLY_REVERSE_INDICATORS = ['FB_RESPONSE_TIME']
REVERSE_BOT_INDICATORS = list(_AUTHORITATIVE_REVERSE_INDICATORS) + [
c for c in BOT_ONLY_REVERSE_INDICATORS if c not in _AUTHORITATIVE_REVERSE_INDICATORS]
def _calc_bot_kpi_score(current_value, target_value, is_reverse=False):
"""五档评分引擎(复用KPI体系)- 1~5分"""
if current_value is None or target_value is None or target_value == 0:
return None, "info"
ratio = current_value / target_value
if is_reverse:
if ratio <= 0.5:
return 5, "success"
elif ratio <= 0.8:
return 4, "success"
elif ratio <= 1.0:
return 3, "warning"
elif ratio <= 1.2:
return 2, "danger"
else:
return 1, "danger"
else:
if ratio >= 1.2:
return 5, "success"
elif ratio >= 1.0:
return 4, "success"
elif ratio >= 0.8:
return 3, "warning"
elif ratio >= 0.5:
return 2, "danger"
else:
return 1, "danger"
@router.get("")
@risk_level("L1")
def list_bot_kpis(
source: str = Query("finance-bot", description="Bot标识"),
period: Optional[str] = None,
db: Session = Depends(get_db),
):
"""获取某Bot的所有KPI(含评分)"""
kpis = db.query(KPIDefinition).filter(
KPIDefinition.bot_source == source,
KPIDefinition.status == "active",
).order_by(KPIDefinition.kpi_code).all()
if not kpis:
return {
"source": source,
"kpis": [],
"groups": {},
"overall": None,
}
result_kpis = []
for k in kpis:
# 取最新实际值
val_query = db.query(KPIValue).filter(
KPIValue.kpi_id == k.id,
KPIValue.actual_value.isnot(None),
)
if period:
val_query = val_query.filter(KPIValue.period == period)
latest_val = val_query.order_by(KPIValue.period.desc()).first()
current_val = latest_val.actual_value if latest_val else None
is_reverse = k.kpi_code in REVERSE_BOT_INDICATORS
score, status = _calc_bot_kpi_score(current_val, k.target_value, is_reverse=is_reverse)
result_kpis.append({
"id": k.id,
"kpi_code": k.kpi_code,
"kpi_name": k.kpi_name,
"category": k.category or "core_output",
"formula": k.formula,
"target_value": k.target_value,
"current_value": current_val,
"unit": k.unit,
"weight": 15, # 权重在PRD中定义,但未存表,前端使用
"score": score,
"status": status,
"period": latest_val.period if latest_val else None,
# P0-① 三区标注: Bot KPI值最近回填时间/批次(UI BotSourceTag 消费)
"value_updated_at": latest_val.calculated_at.strftime("%Y-%m-%d %H:%M") if latest_val and latest_val.calculated_at else None,
"value_source_batch": latest_val.source_batch if latest_val else None,
"frequency": k.frequency or "monthly",
})
# 按group分组: core_output / quality / user_feedback
groups = {
"core_output": {"label": "核心产出", "kpis": []},
"quality": {"label": "质量监控", "kpis": []},
"user_feedback": {"label": "用户反馈", "kpis": []},
}
# category映射: FB编码前缀区分
for kp in result_kpis:
code = kp["kpi_code"]
if code.startswith("FB_ANALYSIS") or code.startswith("FB_ACCURACY") or code.startswith("FB_ISSUE") or code.startswith("FB_ACTION") or code.startswith("FB_RESPONSE"):
groups["core_output"]["kpis"].append(kp)
elif code.startswith("FB_DATA") or code.startswith("FB_CONSISTENCY") or code.startswith("FB_CITATION"):
groups["quality"]["kpis"].append(kp)
else:
groups["user_feedback"]["kpis"].append(kp)
# 综合得分
scored_kpis = [k for k in result_kpis if k["score"] is not None]
if scored_kpis:
overall = round(sum(k["score"] * k["weight"] for k in scored_kpis) / sum(k["weight"] for k in scored_kpis), 2)
overall_status = "success" if overall >= 4 else ("warning" if overall >= 3 else "danger")
else:
overall = None
overall_status = "info"
return {
"source": source,
"kpis": result_kpis,
"groups": groups,
"overall": {"score": overall, "status": overall_status},
}
@router.post("/{kpi_id}/value")
@risk_level("L2")
def update_bot_kpi_value(
kpi_id: int,
data: dict,
db: Session = Depends(get_db),
entity_id: int = Depends(get_entity_id),
):
"""更新Bot KPI当前值"""
kpi = db.query(KPIDefinition).filter(
KPIDefinition.id == kpi_id,
KPIDefinition.bot_source.isnot(None),
).first()
if not kpi:
raise HTTPException(404, "Bot KPI不存在")
# 多租户隔离 2026-09-07: 归属校验,禁止跨企业修改他企 Bot KPI
if kpi.entity_id != entity_id:
raise HTTPException(404, "Bot KPI不存在")
actual_value = data.get("actual_value")
if actual_value is None:
raise HTTPException(422, "actual_value 不能为空")
period = data.get("period", datetime.now().strftime("%Y-%m"))
existing = db.query(KPIValue).filter(
KPIValue.kpi_id == kpi_id,
KPIValue.period == period,
).first()
if existing:
existing.actual_value = actual_value
existing.source_type = "manual"
else:
val = KPIValue(
kpi_id=kpi_id,
entity_id=kpi.entity_id if kpi else None, # 账套隔离 P2
period=period,
actual_value=actual_value,
source_type="manual",
data_status="pending",
)
db.add(val)
db.commit()
return {"message": "更新成功", "kpi_id": kpi_id, "period": period, "actual_value": actual_value}