Hermes CI Fix
a0762b367f
P0-A cash.py: scope api_update_plan / api_delete_plan / api_complete_plan /
api_register_payment to session entity (cross-entity id -> 404, aligning with
the file's existing get_entity_id endpoints).
P0-B budget.py: write entity_id on BudgetPlan creation + require the KPI to
belong to the session entity; scope /comparison, /comparison/kpi/{id} and
/deviation-report reads to the session entity.
P1 notifications.py: explicit field whitelist (name/config/enabled) on
update_channel to close mass-assignment.
P1 read leaks scoped to session entity: bot_kpis list, data_quality check/stats
(KPI calibre only; quality-log table has no entity_id column), kpis causality
chain + associate-map (KPI and map ownership), dashboard my-kpis,
customer_dashboard list, kpi_governance audit, budget_generate candidates,
driver_budget history (+ entity_id on its write path), expenses stats
(+ entity_id on its write path).
P2 okr_templates.py: write entity_id on the StrategicMap created by apply.
tests: tests/test_cross_entity_isolation_batch4_20260921.py (30 cases;
RED before fix = 22 failed, GREEN after = 30 passed; full suite 1302 passed /
1 xfailed / 0 failed).
764 lines
32 KiB
Python
764 lines
32 KiB
Python
"""驾驶舱 API v2 — 支持时间区间"""
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from fastapi import APIRouter, Depends, Query, Request, HTTPException
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from sqlalchemy.orm import Session
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from sqlalchemy import func, or_
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from datetime import datetime, timedelta
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from typing import Optional
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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.deps import get_entity_id
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from app.models import KPIDefinition, KPIValue, KPIAlert, User, VoucherDetail
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from app.utils.cache import get as cache_get, set as cache_set
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from app.utils.voucher_guard import apply_voucher_guard
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from app.utils.threshold_parser import eval_threshold
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# 指标方向（反向/正向）唯一权威源 = app.api.kpis.REVERSE_INDICATORS（2026-09-15 M2 准入2 收口）。
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# 本文件原自带一份字面量副本，与 kpis.py 漂移后会与「能力评分」判定相反，故改为导入。
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from app.api.kpis import REVERSE_INDICATORS
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import json
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import logging
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logger = logging.getLogger("cma.dashboard")
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router = APIRouter(prefix="/api/cma/dashboard", tags=["驾驶舱"],
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dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
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)
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# ── 本量利·保本点 卡片只读数据（cma-bep-kpi Phase2 2026-09-08）──
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# 口径与 backend/scripts/kpi_bep_deriver.py 完全一致：
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# 月销 = voucher_details subject 5001(主营业务收入) 贷方 YTD 月均（万元）
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# 月管理费 = 5602% 借方 YTD 月均（账面口径含折旧）
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# 折旧 = 560213 借方 YTD 月均
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# 渠补率 = 厂家政策 84.61%（财务Bot权威口径）
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# 保本额 = 月固定成本 ÷ (1-渠补率)
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# 账面口径(含折旧) / 现金口径(剔除折旧) 双口径只读返回，无写操作。
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# 现金口径数值优先读派生KPI(F_BEP_REVENUE_CASH/F_BEP_COVER_CASH)最新落库值，无派生值时回退现算。
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BEP_CODES = ("F_BEP_REVENUE", "F_BEP_COVER", "F_BEP_GAP",
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"F_BEP_REVENUE_CASH", "F_BEP_COVER_CASH")
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BEP_BOOK_CODES = ("F_BEP_REVENUE", "F_BEP_COVER", "F_BEP_GAP") # 账面3条必须齐全才 available
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BEP_SALES_SUBJECT = "5001"
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BEP_ADMIN_PREFIX = "5602"
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BEP_DEP_SUBJECT = "560213"
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BEP_REBATE_POLICY_PCT = 84.61
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def _bep_sum_field(db, entity_id: int, period_from: str, period_to: str,
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field: str, subject_filter=None) -> float:
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"""聚合 voucher_details 金额（元），subject_filter: ('eq', code) / ('like', prefix)
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作废/撤单标记过滤（2026-09-14 收口）: 已作废凭证不参与 BEP 均值。
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"""
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q = db.query(func.sum(getattr(VoucherDetail, field))).filter(
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VoucherDetail.entity_id == entity_id,
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VoucherDetail.carry_forward == 0,
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VoucherDetail.period >= period_from,
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VoucherDetail.period <= period_to,
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)
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if subject_filter:
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kind, code = subject_filter
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if kind == "eq":
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q = q.filter(VoucherDetail.subject_code == code)
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elif kind == "like":
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q = q.filter(VoucherDetail.subject_code.like(code + "%"))
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q = apply_voucher_guard(db, q, VoucherDetail)
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val = q.scalar()
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return float(val or 0.0)
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def _bep_level(value, kpi) -> str:
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"""按 KPI 静态阈值文本判定级别（绿→黄→红，命中即止），无阈值返回 none。
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与 alert_generator / kpis._static_threshold_level 语义一致。"""
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import re as _re
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for level, field in (("green", "threshold_green"), ("yellow", "threshold_yellow"),
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("red", "threshold_red")):
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expr = getattr(kpi, field, None)
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if not expr:
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continue
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m = _re.match(r"(>=|<=|>|<|=|!=)\s*([\d.]+)", str(expr).strip())
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if not m:
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continue
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op, val = m.group(1), float(m.group(2))
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hit = {
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">=": value >= val, "<=": value <= val,
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">": value > val, "<": value < val,
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"=": value == val, "!=": value != val,
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}[op]
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if hit:
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return level
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return "none"
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@router.get("/bep-card")
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def get_bep_card(
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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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"""本量利·保本点 卡片数据（只读，A区）——账面/现金双口径"""
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kpis = {k.kpi_code: k for k in db.query(KPIDefinition).filter(
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KPIDefinition.entity_id == entity_id,
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KPIDefinition.status == "active",
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KPIDefinition.kpi_code.in_(BEP_CODES),
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).all()}
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missing_book = [c for c in BEP_BOOK_CODES if c not in kpis]
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if missing_book:
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return {"available": False, "message": "BEP账面口径派生KPI未完整注册",
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"found": list(kpis.keys()), "missing": missing_book}
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# 最新派生期间与值（同派生器：source_type='derived'）；现金2条缺失不阻塞整卡
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latest = {}
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for code in BEP_CODES:
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if code not in kpis:
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latest[code] = None
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continue
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v = db.query(KPIValue).filter(
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KPIValue.kpi_id == kpis[code].id,
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KPIValue.source_type == "derived",
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KPIValue.actual_value.isnot(None),
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).order_by(KPIValue.period.desc(), KPIValue.id.desc()).first()
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latest[code] = {"period": v.period, "value": v.actual_value} if v else None
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periods = [latest[c]["period"] for c in BEP_BOOK_CODES if latest[c]]
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if not periods:
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return {"available": False, "message": "尚无派生值，请先运行 kpi_bep_deriver.py"}
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period = max(periods)
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year = period[:4]
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months = int(period[5:7])
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period_from = f"{year}-01"
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period_to = period
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# 输入口径（万元 / %）——与派生器一致
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sales_avg = _bep_sum_field(db, entity_id, period_from, period_to,
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"credit_amount", ("eq", BEP_SALES_SUBJECT)) / 10000.0 / months
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admin_avg = _bep_sum_field(db, entity_id, period_from, period_to,
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"debit_amount", ("like", BEP_ADMIN_PREFIX)) / 10000.0 / months
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dep_avg = _bep_sum_field(db, entity_id, period_from, period_to,
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"debit_amount", ("eq", BEP_DEP_SUBJECT)) / 10000.0 / months
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rebate_pct = BEP_REBATE_POLICY_PCT
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cm_pct = 100.0 - rebate_pct
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# 账面口径：管理费含折旧（与派生落库值一致）
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book_bep = round(admin_avg / (cm_pct / 100.0), 1)
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book_cover = round(sales_avg / book_bep * 100.0, 1) if book_bep else 0.0
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book_gap = round((book_bep - sales_avg) / book_bep * 100.0, 1) if book_bep else 0.0
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# 现金口径：管理费-折旧；优先读派生KPI最新落库值（单一事实源），缺失时回退现算
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cash_admin = admin_avg - dep_avg
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cash_derived_bep = latest["F_BEP_REVENUE_CASH"]["value"] if latest.get("F_BEP_REVENUE_CASH") else None
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cash_derived_cover = latest["F_BEP_COVER_CASH"]["value"] if latest.get("F_BEP_COVER_CASH") else None
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if cash_derived_bep is not None and cash_derived_cover is not None:
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cash_bep = cash_derived_bep
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cash_cover = cash_derived_cover
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else:
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cash_bep = round(cash_admin / (cm_pct / 100.0), 1) if cash_admin > 0 else 0.0
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cash_cover = round(sales_avg / cash_bep * 100.0, 1) if cash_bep else 0.0
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cash_gap = round((cash_bep - sales_avg) / cash_bep * 100.0, 1) if cash_bep else 0.0
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# 回显最新落库派生值（账面3条+现金2条，存在时输出）
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derived = {}
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for code in BEP_CODES:
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lv = latest[code]
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derived[code] = {"period": lv["period"], "value": lv["value"]} if lv else None
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cover_kpi = kpis["F_BEP_COVER"]
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book_level = _bep_level(book_cover, cover_kpi)
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cash_cover_kpi = kpis.get("F_BEP_COVER_CASH") or cover_kpi
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cash_level = _bep_level(cash_cover, cash_cover_kpi)
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gap_kpi = kpis["F_BEP_GAP"]
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book_gap_level = _bep_level(book_gap, gap_kpi)
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cash_gap_level = _bep_level(cash_gap, gap_kpi)
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return {
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"available": True,
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"entity_id": entity_id,
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"period": period,
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"months": months,
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"inputs": {
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"sales_avg": round(sales_avg, 2),
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"admin_avg": round(admin_avg, 2),
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"dep_avg": round(dep_avg, 2),
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"rebate_pct": rebate_pct,
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"cm_pct": round(cm_pct, 2),
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},
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"book": {
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"bep_revenue": book_bep,
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"cover": book_cover,
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"gap": book_gap,
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"cover_level": book_level,
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"gap_level": book_gap_level,
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},
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"cash": {
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"admin_cash": round(cash_admin, 2),
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"bep_revenue": cash_bep,
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"cover": cash_cover,
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"gap": cash_gap,
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"cover_level": cash_level,
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"gap_level": cash_gap_level,
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},
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"derived": derived,
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"formula": "保本销售额 = 月固定成本 ÷ (1 − 渠补率84.61%)",
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"readonly": True,
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}
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def parse_period(period_type: str, start_date: str = None, end_date: str = None):
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"""解析时间区间"""
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today = datetime.now()
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if period_type == "month":
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start = today.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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elif period_type == "quarter":
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q = (today.month - 1) // 3
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start = today.replace(month=q*3+1, day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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elif period_type == "year":
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start = today.replace(month=1, day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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elif period_type == "custom" and start_date and end_date:
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start = datetime.strptime(start_date, "%Y-%m-%d")
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end = datetime.strptime(end_date, "%Y-%m-%d") + timedelta(days=1)
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else:
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start = today.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
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end = today
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return start, end
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def period_prefix(period_type: str):
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"""生成SQL期间前缀匹配"""
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if period_type == "month":
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return datetime.now().strftime("%Y-%m")
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elif period_type == "quarter":
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now = datetime.now()
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q = (now.month - 1) // 3
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months = [f"{now.year}-{m:02d}" for m in range(q*3+1, q*3+4)]
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return months
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elif period_type == "year":
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return str(datetime.now().year)
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return None
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def kpi_target_by_frequency(k):
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"""按考核频率返回对应周期的目标值（多粒度改造）
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monthly/weekly -> target_monthly; quarterly/half_year -> target_quarterly; yearly -> target_yearly
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兼容: 对应列无值时回退 target_value
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"""
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freq = (k.frequency or "monthly").lower()
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if freq in ("monthly", "weekly"):
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val = getattr(k, "target_monthly", None)
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elif freq in ("quarterly", "half_year"):
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val = getattr(k, "target_quarterly", None)
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elif freq == "yearly":
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val = getattr(k, "target_yearly", None)
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else:
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val = None
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if val is None:
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val = k.target_value
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return val
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@router.get("/summary")
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def get_dashboard_summary(role: str = Query("ceo"), period: str = Query("month"),
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db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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cache_key = f"summary:{role}:{period}:{entity_id}"
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cached = cache_get("dashboard", cache_key)
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if cached:
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return cached
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kpi_total = db.query(func.count(KPIDefinition.id)).filter(
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KPIDefinition.status == "active", KPIDefinition.entity_id == entity_id).scalar()
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alert_count = db.query(func.count(KPIAlert.id)).filter(
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KPIAlert.entity_id == entity_id,
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KPIAlert.status == "pending",
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).scalar()
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dims = db.query(KPIDefinition.dimension, func.count(KPIDefinition.id)).filter(
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KPIDefinition.status == "active", KPIDefinition.entity_id == entity_id
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).group_by(KPIDefinition.dimension).all()
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# 读取最近一次同步状态（从日志文件最后一行）
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sync_status = {"last_sync": None, "status": "unknown", "detail": ""}
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try:
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with open("/var/log/cma-daily-sync.log", "r") as f:
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lines = f.readlines()
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# 从最后往前找包含 "完成" 或 "失败" 的行
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for line in reversed(lines[-50:]):
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if "全部完成" in line:
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sync_status["status"] = "success"
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sync_status["last_sync"] = line.strip()
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break
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elif "失败" in line or "ERROR" in line:
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sync_status["status"] = "failed"
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sync_status["last_sync"] = line.strip()
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break
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else:
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# 没找到完成/失败标记，取最后一行
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sync_status["last_sync"] = lines[-1].strip() if lines else None
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except Exception as e:
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sync_status["detail"] = str(e)
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result = {
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"kpi_total": kpi_total or 0, "alert_count": alert_count or 0,
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"dimension_stats": [{"dimension": d[0], "count": d[1]} for d in dims],
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"sync_status": sync_status,
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}
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cache_set("dashboard", cache_key, result, ttl_seconds=30)
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return result
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@router.get("/kpis")
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def get_dashboard_kpis(role: str = Query("ceo"), period: str = Query("month"),
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start_date: str = Query(None), end_date: str = Query(None),
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db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
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start, end = parse_period(period, start_date, end_date)
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period_str = start.strftime("%Y-%m")
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kpis = db.query(KPIDefinition).filter(
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KPIDefinition.status == "active",
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KPIDefinition.entity_id == entity_id
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).all()
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result = []
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for k in kpis:
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base_query = db.query(KPIValue).filter(KPIValue.kpi_id == k.id)
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if period == "month":
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latest = base_query.filter(KPIValue.period == period_str).order_by(KPIValue.id.desc()).first()
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elif period == "quarter":
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months = period_prefix("quarter")
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values = base_query.filter(KPIValue.period.in_(months)).all()
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latest_val = sum(v.actual_value for v in values if v.actual_value) if values else None
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latest = type('obj', (object,), {"actual_value": latest_val, "period": f"{months[0]}~{months[-1]}"})() if latest_val else None
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elif period == "year":
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values = base_query.filter(KPIValue.period.like(f"{period_str[:4]}%")).all()
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latest_val = sum(v.actual_value for v in values if v.actual_value) if values else None
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latest = type('obj', (object,), {"actual_value": latest_val, "period": period_str[:4]})() if latest_val else None
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elif period == "custom" and start_date and end_date:
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periods = []
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d = start
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while d <= end:
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periods.append(d.strftime("%Y-%m"))
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d += timedelta(days=32)
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d = d.replace(day=1)
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values = base_query.filter(KPIValue.period.in_(set(periods))).all()
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latest_val = sum(v.actual_value for v in values if v.actual_value) if values else None
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latest = type('obj', (object,), {"actual_value": latest_val, "period": f"{start_date}~{end_date}"})() if latest_val else None
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else:
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latest = base_query.order_by(KPIValue.period.desc()).first()
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alert = db.query(KPIAlert).filter(
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KPIAlert.kpi_id == k.id,
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KPIAlert.status == "pending",
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||
).order_by(KPIAlert.id.desc()).first()
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result.append({
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||
"id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
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"dimension": k.dimension, "unit": k.unit, "target_value": k.target_value,
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||
"target_monthly": k.target_monthly, "target_quarterly": k.target_quarterly, "target_yearly": k.target_yearly,
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"actual_value": latest.actual_value if latest else None,
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"period": latest.period if latest else None,
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"alert_level": alert.alert_level if alert else "none",
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||
"alert_message": alert.alert_message if alert else None,
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"frequency": k.frequency,
|
||
"responsible_dept": k.responsible_dept,
|
||
})
|
||
|
||
return {"data": result, "period": period, "range": {"start": start.strftime("%Y-%m-%d"), "end": end.strftime("%Y-%m-%d")}}
|
||
|
||
|
||
@router.get("/my-kpis")
|
||
def get_my_kpis(
|
||
current_user: User = Depends(require_auth),
|
||
period: str = Query("month"),
|
||
db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id),
|
||
):
|
||
"""获取当前用户负责的KPI
|
||
- business角色：只看自己负责的KPI
|
||
- 其他角色：看所有有预警的KPI
|
||
"""
|
||
role = current_user.role
|
||
username = current_user.username
|
||
name = current_user.name
|
||
period_str = datetime.now().strftime("%Y-%m")
|
||
|
||
kpis = db.query(KPIDefinition).filter(
|
||
KPIDefinition.status == "active",
|
||
KPIDefinition.entity_id == entity_id, # 账套隔离 2026-09-21
|
||
).all()
|
||
result = []
|
||
|
||
for k in kpis:
|
||
# business角色筛选
|
||
if role == "business":
|
||
responsible = (k.responsible_user or "").strip()
|
||
if responsible and responsible != username and responsible != name:
|
||
continue
|
||
|
||
latest = db.query(KPIValue).filter(
|
||
KPIValue.kpi_id == k.id,
|
||
KPIValue.period == period_str,
|
||
).order_by(KPIValue.id.desc()).first()
|
||
|
||
alert = db.query(KPIAlert).filter(
|
||
KPIAlert.kpi_id == k.id,
|
||
KPIAlert.status == "pending",
|
||
).order_by(KPIAlert.id.desc()).first()
|
||
|
||
trend_values = db.query(KPIValue).filter(
|
||
KPIValue.kpi_id == k.id,
|
||
).order_by(KPIValue.period.desc()).limit(6).all()
|
||
trend = [{"period": v.period, "value": v.actual_value} for v in reversed(trend_values)]
|
||
|
||
result.append({
|
||
"id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
|
||
"dimension": k.dimension, "unit": k.unit,
|
||
"target_value": k.target_value,
|
||
"target_monthly": k.target_monthly, "target_quarterly": k.target_quarterly, "target_yearly": k.target_yearly,
|
||
"actual_value": latest.actual_value if latest else None,
|
||
"period": latest.period if latest else period_str,
|
||
"alert_level": alert.alert_level if alert else "none",
|
||
"alert_message": alert.alert_message if alert else None,
|
||
"alert_id": alert.id if alert else None,
|
||
"frequency": k.frequency,
|
||
"responsible_dept": k.responsible_dept,
|
||
"responsible_user": k.responsible_user,
|
||
"trend": trend,
|
||
"threshold_green": k.threshold_green,
|
||
"threshold_yellow": k.threshold_yellow,
|
||
"threshold_red": k.threshold_red,
|
||
})
|
||
|
||
return {"data": result, "user_role": role, "user_name": name, "period": period_str}
|
||
|
||
|
||
@router.get("/finance-analysis")
|
||
def get_finance_analysis(
|
||
current_user: User = Depends(require_auth),
|
||
period: str = Query("month"),
|
||
db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id),
|
||
):
|
||
"""财务工作台分析数据"""
|
||
period_str = datetime.now().strftime("%Y-%m")
|
||
|
||
finance_kpis = db.query(KPIDefinition).filter(
|
||
KPIDefinition.status == "active",
|
||
KPIDefinition.dimension == "finance",
|
||
KPIDefinition.entity_id == entity_id,
|
||
).all()
|
||
|
||
kpi_data = []
|
||
for k in finance_kpis:
|
||
latest = db.query(KPIValue).filter(
|
||
KPIValue.kpi_id == k.id,
|
||
KPIValue.period == period_str,
|
||
).order_by(KPIValue.id.desc()).first()
|
||
|
||
trend_values = db.query(KPIValue).filter(
|
||
KPIValue.kpi_id == k.id,
|
||
).order_by(KPIValue.period.desc()).limit(6).all()
|
||
trend = [{"period": v.period, "value": v.actual_value} for v in reversed(trend_values)]
|
||
|
||
alert = db.query(KPIAlert).filter(
|
||
KPIAlert.kpi_id == k.id,
|
||
KPIAlert.status == "pending",
|
||
).order_by(KPIAlert.id.desc()).first()
|
||
|
||
kpi_data.append({
|
||
"id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
|
||
"unit": k.unit, "target_value": k.target_value,
|
||
"target_monthly": k.target_monthly, "target_quarterly": k.target_quarterly, "target_yearly": k.target_yearly,
|
||
"actual_value": latest.actual_value if latest else None,
|
||
"threshold_green": k.threshold_green,
|
||
"threshold_yellow": k.threshold_yellow,
|
||
"threshold_red": k.threshold_red,
|
||
"trend": trend,
|
||
"alert_level": alert.alert_level if alert else "none",
|
||
"frequency": k.frequency,
|
||
})
|
||
|
||
total_sales = next((k for k in kpi_data if k["kpi_code"] == "SALES_TOTAL"), None)
|
||
gross_profit = next((k for k in kpi_data if k["kpi_code"] == "SALES_PROFIT_RATE"), None)
|
||
cost_control = next((k for k in kpi_data if k["kpi_code"] == "COST_CONTROL_RATE"), None)
|
||
receivable = next((k for k in kpi_data if k["kpi_code"] == "RECEIVABLE_TURNOVER"), None)
|
||
|
||
return {
|
||
"period": period_str,
|
||
"kpis": kpi_data,
|
||
"summary": {
|
||
"total_sales": total_sales["actual_value"] if total_sales else None,
|
||
"gross_profit_rate": gross_profit["actual_value"] if gross_profit else None,
|
||
"cost_control_rate": cost_control["actual_value"] if cost_control else None,
|
||
"receivable_turnover": receivable["actual_value"] if receivable else None,
|
||
}
|
||
}
|
||
|
||
|
||
@router.get("/predict")
|
||
def predict_kpis(db: Session = Depends(get_db), entity_id: int = Depends(get_entity_id)):
|
||
"""基于历史趋势预测下月KPI值（简单线性回归）"""
|
||
from datetime import datetime, timedelta
|
||
|
||
period_str = datetime.now().strftime("%Y-%m")
|
||
next_month = int(period_str[5:7]) + 1
|
||
next_year = int(period_str[:4])
|
||
if next_month > 12:
|
||
next_month = 1
|
||
next_year += 1
|
||
next_period = f"{next_year}-{next_month:02d}"
|
||
|
||
kpis = db.query(KPIDefinition).filter(
|
||
KPIDefinition.status == "active",
|
||
KPIDefinition.entity_id == entity_id
|
||
).all()
|
||
predictions = []
|
||
|
||
for k in kpis:
|
||
values = db.query(KPIValue).filter(
|
||
KPIValue.kpi_id == k.id,
|
||
).order_by(KPIValue.period.asc()).all()
|
||
|
||
# 需要至少3个数据点才能做预测
|
||
if len(values) < 3:
|
||
continue
|
||
|
||
# 简单线性回归: y = a + bx
|
||
points = [(i, v.actual_value) for i, v in enumerate(values) if v.actual_value is not None]
|
||
if len(points) < 3:
|
||
continue
|
||
|
||
n = len(points)
|
||
sum_x = sum(p[0] for p in points)
|
||
sum_y = sum(p[1] for p in points)
|
||
sum_xy = sum(p[0] * p[1] for p in points)
|
||
sum_xx = sum(p[0] ** 2 for p in points)
|
||
|
||
# 斜率 b = (n*sum_xy - sum_x*sum_y) / (n*sum_xx - sum_x*sum_x)
|
||
denom = n * sum_xx - sum_x * sum_x
|
||
if denom == 0:
|
||
continue
|
||
b = (n * sum_xy - sum_x * sum_y) / denom
|
||
a = (sum_y - b * sum_x) / n
|
||
|
||
# 预测下个月（x = n，因为最后一个索引是 n-1）
|
||
predicted_value = a + b * n
|
||
|
||
# 检查预测值是否触发阈值
|
||
# 统一走 app.utils.threshold_parser（阈值语法单一事实源，2026-09-16 B1 修复）：
|
||
# 原实现手工切操作符 + float()，只识别单条件标量表达式；生产库存在多条件
|
||
# 表达式（如 `<=36|>=124`）/区间/负数 → float() 抛 ValueError → 端点 500。
|
||
# eval_threshold 对非法/空表达式返回 False（不致命），并支持 A~B、C1|C2、负数。
|
||
alert_level = "none"
|
||
if eval_threshold(predicted_value, k.threshold_red):
|
||
alert_level = "red"
|
||
elif eval_threshold(predicted_value, k.threshold_yellow):
|
||
alert_level = "yellow"
|
||
|
||
predictions.append({
|
||
"kpi_id": k.id,
|
||
"kpi_code": k.kpi_code,
|
||
"kpi_name": k.kpi_name,
|
||
"target_value": k.target_value,
|
||
"last_value": points[-1][1] if points else None,
|
||
"predicted_value": round(predicted_value, 2),
|
||
"predicted_period": next_period,
|
||
"alert_level": alert_level,
|
||
"trend": "up" if b > 0 else ("down" if b < 0 else "stable"),
|
||
"confidence": "high" if len(points) >= 6 else ("medium" if len(points) >= 4 else "low"),
|
||
"data_points": len(points),
|
||
})
|
||
|
||
return {
|
||
"current_period": period_str,
|
||
"next_period": next_period,
|
||
"predictions": predictions,
|
||
"kpi_count": len(kpis),
|
||
"predictable_count": len(predictions),
|
||
}
|
||
|
||
|
||
# ── 个人工作台 ──────────────────────────────
|
||
|
||
# KPIValue 取数口径（2026-09-18 工作台「我的KPI」期间缺口修正）
|
||
# 原实现（my_dashboard 内联）按 calculated_at 倒序取「最近写入」的一条：批量补录/复采会把
|
||
# **旧期间**的行写得更晚 → 卡片显示过期期间。实测 entity1：F_REVENUE/F_NET_PROFIT 的
|
||
# 2026-07 行写入时刻(2026-09-14 17:01:22, id=2128/2130)晚于 2026-08 行(17:00:30, id=2125/2127)
|
||
# → 取到 7 月；C_REBATE_RATE 1–4 月补录行 calculated_at 并列(2026-08-24 17:17:38) → 取到 4 月。
|
||
# 新口径：优先取「月期间 YYYY-MM」中最新的一期（月期是采集/录入的常规粒度）；若该 KPI 只有
|
||
# H1/H2/FY 等汇总期行，则回退到原按 calculated_at 的取法（不改变无月期 KPI 的行为）。
|
||
# 注意：**不能**只按 period 字典序排 —— '2026-H1'/'2026-H2' 字典序大于 '2026-08'，会把
|
||
# 季度汇总行/半年度预估值(forecast)当成"最新"。
|
||
_MONTH_PERIOD_REGEX = r"^[0-9]{4}-(0[1-9]|1[0-2])$"
|
||
|
||
|
||
def latest_kpi_value(db: Session, kpi_id: int) -> Optional[KPIValue]:
|
||
"""该 KPI 的最新可用值：月期间优先，无月期间行时回退 calculated_at 倒序。"""
|
||
monthly = (
|
||
db.query(KPIValue)
|
||
.filter(KPIValue.kpi_id == kpi_id, KPIValue.period.op("REGEXP")(_MONTH_PERIOD_REGEX))
|
||
.order_by(KPIValue.period.desc(), KPIValue.calculated_at.desc(), KPIValue.id.desc())
|
||
.first()
|
||
)
|
||
if monthly is not None:
|
||
return monthly
|
||
return (
|
||
db.query(KPIValue)
|
||
.filter(KPIValue.kpi_id == kpi_id)
|
||
.order_by(KPIValue.calculated_at.desc(), KPIValue.id.desc())
|
||
.first()
|
||
)
|
||
|
||
|
||
@router.get("/my-dashboard")
|
||
def my_dashboard(
|
||
current_user: User = Depends(require_auth),
|
||
db: Session = Depends(get_db),
|
||
entity_id: int = Depends(get_entity_id),
|
||
):
|
||
"""个人工作台：返回我的KPI、改善行动、待办提醒（账套隔离: 按token企业过滤）"""
|
||
username = current_user.username
|
||
name = current_user.name
|
||
role = current_user.role
|
||
|
||
# 角色预设KPI编码
|
||
ROLE_PRESET_KPIS = {
|
||
"ceo": ["F_REVENUE", "F_NET_PROFIT", "F_COST_RATIO", "C_REBATE_RATE", "P_DELIVERY", "F_FCF"],
|
||
"finance": ["F_REVENUE", "F_NET_PROFIT", "F_COST_RATIO", "F_OP_CFLOW", "F_ROE"],
|
||
"business": ["C_REBATE_RATE", "C_NEW_CLIENTS", "F_REVENUE"],
|
||
"it": [],
|
||
}
|
||
preset_codes = ROLE_PRESET_KPIS.get(role, [])
|
||
|
||
# 1. 我的KPI（responsible_user匹配用户名或姓名）+ 角色预设（均按企业隔离）
|
||
assigned_kpis = db.query(KPIDefinition).filter(
|
||
or_(
|
||
KPIDefinition.responsible_user == username,
|
||
KPIDefinition.responsible_user == name,
|
||
),
|
||
KPIDefinition.status == "active",
|
||
KPIDefinition.entity_id == entity_id,
|
||
).all()
|
||
assigned_ids = {k.id for k in assigned_kpis}
|
||
|
||
# 补充角色预设KPI（去重，按企业隔离）
|
||
preset_kpis = []
|
||
if preset_codes:
|
||
q = db.query(KPIDefinition).filter(
|
||
KPIDefinition.kpi_code.in_(preset_codes),
|
||
KPIDefinition.status == "active",
|
||
KPIDefinition.entity_id == entity_id,
|
||
)
|
||
if assigned_ids:
|
||
q = q.filter(~KPIDefinition.id.in_(assigned_ids))
|
||
preset_kpis = q.all()
|
||
|
||
all_kpis = assigned_kpis + preset_kpis
|
||
|
||
kpi_list = []
|
||
for k in all_kpis:
|
||
latest_v = latest_kpi_value(db, k.id)
|
||
|
||
actual = latest_v.actual_value if latest_v else None
|
||
target = kpi_target_by_frequency(k)
|
||
level = "gray"
|
||
if actual is not None and target:
|
||
# 反向指标（越低越好）集合 = 单一权威源 app.api.kpis.REVERSE_INDICATORS
|
||
# （2026-09-15 M2 准入2：删本文件原字面量副本，避免与能力评分引擎方向漂移）
|
||
if k.kpi_code in REVERSE_INDICATORS:
|
||
# 反向：实际≤目标=绿；实际≤目标*1.1=黄；否则红
|
||
level = "green" if actual <= target else (
|
||
"yellow" if actual <= target * 1.1 else "red")
|
||
else:
|
||
ratio = actual / target
|
||
level = "green" if ratio >= 0.9 else ("yellow" if ratio >= 0.7 else "red")
|
||
|
||
kpi_list.append({
|
||
"id": k.id,
|
||
"kpi_code": k.kpi_code,
|
||
"kpi_name": k.kpi_name,
|
||
"dimension": k.dimension,
|
||
"category": k.category,
|
||
"target_value": target,
|
||
"target_monthly": k.target_monthly,
|
||
"target_quarterly": k.target_quarterly,
|
||
"target_yearly": k.target_yearly,
|
||
"frequency": k.frequency,
|
||
"actual_value": actual,
|
||
"unit": k.unit,
|
||
"level": level,
|
||
"period": latest_v.period if latest_v else None,
|
||
})
|
||
|
||
# 2. 我的改善行动（assignee匹配；CEO/管理员看全部）
|
||
from app.models import ActionPlan
|
||
if current_user.role == "ceo":
|
||
# CEO/管理员查看全部行动方案（2026-08-26修复: 原逻辑只按assignee过滤导致工作台显示空）
|
||
# 2026-08-31 隔离补漏: CEO 看全部也须按 entity_id 过滤，防跨账套待办串数据
|
||
my_plans = db.query(ActionPlan).filter(
|
||
ActionPlan.entity_id == entity_id,
|
||
).order_by(ActionPlan.updated_at.desc()).all()
|
||
else:
|
||
my_plans = db.query(ActionPlan).filter(
|
||
or_(
|
||
ActionPlan.assignee == username,
|
||
ActionPlan.assignee == name,
|
||
),
|
||
ActionPlan.entity_id == entity_id,
|
||
).order_by(ActionPlan.updated_at.desc()).all()
|
||
|
||
plan_list = []
|
||
for p in my_plans:
|
||
overdue = False
|
||
if p.due_date and p.status not in ("completed", "cancelled"):
|
||
overdue = p.due_date < datetime.now()
|
||
kpi_name = ""
|
||
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == p.kpi_id).first()
|
||
if kpi:
|
||
kpi_name = kpi.kpi_name
|
||
|
||
plan_list.append({
|
||
"id": p.id,
|
||
"kpi_id": p.kpi_id,
|
||
"kpi_name": kpi_name,
|
||
"title": p.title,
|
||
"assignee": p.assignee,
|
||
"priority": p.priority,
|
||
"status": p.status,
|
||
"progress": p.progress or 0,
|
||
"due_date": p.due_date.isoformat() if p.due_date else None,
|
||
"overdue": overdue,
|
||
"created_at": p.created_at.isoformat() if p.created_at else None,
|
||
})
|
||
|
||
# 3. 待办提醒
|
||
reminders = []
|
||
|
||
# 逾期行动
|
||
for p in plan_list:
|
||
if p["overdue"]:
|
||
reminders.append({
|
||
"type": "overdue_plan",
|
||
"severity": "danger",
|
||
"message": f"你负责的「{p['title']}」已逾期",
|
||
"related_id": p["id"],
|
||
"related_type": "action_plan",
|
||
})
|
||
|
||
# 红色预警KPI
|
||
for k in kpi_list:
|
||
if k["level"] == "red":
|
||
reminders.append({
|
||
"type": "red_kpi",
|
||
"severity": "danger",
|
||
"message": f"你负责的KPI「{k['kpi_name']}」处于红色预警",
|
||
"related_id": k["id"],
|
||
"related_type": "kpi",
|
||
})
|
||
|
||
# 黄色预警KPI
|
||
for k in kpi_list:
|
||
if k["level"] == "yellow":
|
||
reminders.append({
|
||
"type": "yellow_kpi",
|
||
"severity": "warning",
|
||
"message": f"你负责的KPI「{k['kpi_name']}」处于黄色预警",
|
||
"related_id": k["id"],
|
||
"related_type": "kpi",
|
||
})
|
||
|
||
return {
|
||
"kpis": kpi_list,
|
||
"action_plans": plan_list,
|
||
"reminders": reminders,
|
||
}
|