Hermes CI Fix
3db7bef025
三项P0修复： 1. 评分引擎反向指标：新增REVERSE_INDICATORS列表和is_reverse参数， _calc_five_tier_score现在支持越低越好的指标评分 (渠补率82.8%>75%从4分→2分) 2. 清理重复KPI：删除entity_id=2(博海)的56条重复KPI， 从entity_id=1(酣客)重新克隆 3. 校准目标值：按审计报告更新酣客24项KPI目标值 (F_REVENUE 4979→1200, F_NET_PROFIT 500→50等)
522 lines
19 KiB
Python
522 lines
19 KiB
Python
"""KPI字典 API"""
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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 typing import Optional, List
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from datetime import datetime
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import json
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from app.database import get_db
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from app.auth_middleware import require_auth, require_role, filter_kpis_by_role, kpi_visible_dims
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from app.models import StrategicMap, MapObjective, KPIDefinition, KPIValue, KPIAlert, OperationLog, Entity, KPICausality, KPIHierarchy
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router = APIRouter(prefix="/api/cma/kpis", tags=["KPI字典"],
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dependencies=[Depends(require_role("ceo", "finance", "business", "it"))],
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)
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# 写操作只允许 ceo/finance/it
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WRITE_ROLES = Depends(require_role("ceo", "finance", "it"))
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@router.get("")
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def list_kpis(
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
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dimension: Optional[str] = None,
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keyword: Optional[str] = None,
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epic: Optional[str] = None,
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category: Optional[str] = None,
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entity_id: Optional[int] = None,
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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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query = db.query(KPIDefinition).filter(KPIDefinition.status == "active")
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# 角色权限过滤
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dims = kpi_visible_dims(current_user.role, db)
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if dims:
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query = query.filter(KPIDefinition.dimension.in_(dims))
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if dimension:
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dims_list = [d.strip() for d in dimension.split(',')] if ',' in dimension else [dimension]
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query = query.filter(KPIDefinition.dimension.in_(dims_list))
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if keyword:
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query = query.filter(KPIDefinition.kpi_name.contains(keyword))
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if category:
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cats_list = [c.strip() for c in category.split(',')] if ',' in category else [category]
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query = query.filter(KPIDefinition.category.in_(cats_list))
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if entity_id is not None:
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query = query.filter(KPIDefinition.entity_id == entity_id)
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total = query.count()
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kpis = query.order_by(KPIDefinition.kpi_code).offset((page-1)*page_size).limit(page_size).all()
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result = {"total": total, "page": page, "page_size": page_size, "data": [kpi_to_dict(k) for k in kpis]}
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if entity_id is not None:
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ent = db.query(Entity).filter(Entity.id == entity_id).first()
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if ent:
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result["entity"] = {"id": ent.id, "name": ent.name, "short_name": ent.short_name}
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return result
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@router.get("/categories")
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def get_kpi_categories(current_user = Depends(require_auth), db: Session = Depends(get_db)):
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"""获取BSC分类结构（带可见性过滤）"""
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from sqlalchemy import func as sa_func
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dims = kpi_visible_dims(current_user.role, db)
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query = db.query(
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KPIDefinition.dimension,
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KPIDefinition.category,
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sa_func.count(KPIDefinition.id)
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).filter(KPIDefinition.status == "active")
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if dims:
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query = query.filter(KPIDefinition.dimension.in_(dims))
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rows = query.group_by(KPIDefinition.dimension, KPIDefinition.category).all()
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# 构建树形结构
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dim_map = {"finance": "财务", "customer": "客户", "process": "内部流程", "learning": "学习成长"}
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cat_map = {
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"revenue_growth": "收入增长", "profitability": "盈利水平", "cost_control": "成本费用",
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"asset_efficiency": "资产效率", "cash_risk": "现金流风控",
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"customer_scale": "客户规模", "customer_concentration": "客户集中度", "customer_satisfaction": "客户满意",
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"supply_chain": "供应链效率", "delivery_quality": "交付质量",
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"talent_pipeline": "人才梯队", "employee_engagement": "员工敬业", "innovation": "创新改善",
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}
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tree = []
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for dim, cat, cnt in rows:
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# 找或创建维度节点
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dim_node = next((n for n in tree if n["key"] == dim), None)
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if not dim_node:
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dim_node = {"key": dim, "label": dim_map.get(dim, dim), "children": []}
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tree.append(dim_node)
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dim_node["children"].append({
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"key": cat,
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"label": cat_map.get(cat, cat),
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"count": cnt,
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})
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dim_counts = {}
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for d in tree:
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dim_counts[d["key"]] = sum(c["count"] for c in d["children"])
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d["count"] = dim_counts[d["key"]]
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return {"tree": tree, "total": sum(dim_counts.values())}
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# ============================================================
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# KPI-5: 五档评分引擎（静态路由必须在动态/{kpi_id}之前）
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# ============================================================
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REVERSE_INDICATORS = ['C_REBATE_RATE', 'P_BUG_RATE', 'P_REWORK_PCT', 'F_DEBT_RATIO',
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'P_QUALITY_RATE', 'F_COST_RATIO', 'F_INTEREST_COVER', 'F_QUICK_RATIO']
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def _calc_five_tier_score(current_value, target_value, is_reverse=False):
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"""五档评分：1-5分（支持正反向指标）"""
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if current_value is None or target_value is None or target_value == 0:
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return None, "info"
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ratio = current_value / target_value
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if is_reverse:
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# 反向指标：实际值越低越好
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if ratio <= 0.5:
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return 5, "success" # 远低于目标→卓越
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elif ratio <= 0.8:
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return 4, "success" # 低于目标→达标
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elif ratio <= 1.0:
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return 3, "warning" # 接近目标→预警
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elif ratio <= 1.2:
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return 2, "danger" # 超过目标→危险
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else:
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return 1, "danger" # 远超目标→失效
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else:
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if ratio >= 1.2:
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return 5, "success" # 卓越
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elif ratio >= 1.0:
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return 4, "success" # 达标
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elif ratio >= 0.8:
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return 3, "warning" # 预警
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elif ratio >= 0.5:
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return 2, "danger" # 危险
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else:
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return 1, "danger" # 失效
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@router.get("/score")
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def get_kpi_score(
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entity_id: int = Query(1, ge=1),
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period: Optional[str] = None,
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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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"""五档评分引擎 - 返回各KPI评分和BSC四层汇总
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评分: 5卓越(≥1.2×目标) 4达标(≥目标) 3预警(≥0.8×目标) 2危险(≥0.5×目标) 1失效(<0.5×目标)
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"""
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# 获取该企业所有活跃KPI
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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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if not kpis:
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return {"entity_id": entity_id, "kpis": [], "layers": {}, "overall": None}
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# 获取企业信息
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ent = db.query(Entity).filter(Entity.id == entity_id).first()
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entity_info = {"id": ent.id, "name": ent.name, "short_name": ent.short_name} if ent else {"id": entity_id}
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# 单个KPI评分
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kpi_scores = []
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for k in kpis:
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# 取最新实际值
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val_query = db.query(KPIValue).filter(
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KPIValue.kpi_id == k.id,
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KPIValue.actual_value.isnot(None),
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)
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if period:
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val_query = val_query.filter(KPIValue.period == period)
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latest_val = val_query.order_by(KPIValue.period.desc()).first()
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current_val = latest_val.actual_value if latest_val else None
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score, status = _calc_five_tier_score(current_val, k.target_value, is_reverse=(k.kpi_code in REVERSE_INDICATORS))
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kpi_scores.append({
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"kpi_id": k.id,
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"kpi_code": k.kpi_code,
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"kpi_name": k.kpi_name,
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"dimension": k.dimension,
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"target_value": k.target_value,
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"current_value": current_val,
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"score": score,
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"status": status,
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"unit": k.unit,
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"weight": 10,
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"period": latest_val.period if latest_val else None,
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})
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# BSC四层汇总
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layer_map = {
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"finance": {"label": "财务", "order": 0},
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"customer": {"label": "客户", "order": 1},
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"process": {"label": "流程", "order": 2},
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"learning": {"label": "学习成长", "order": 3},
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}
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layers = {}
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total_weighted_score = 0
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total_weight = 0
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for dim_key, dim_info in layer_map.items():
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layer_kpis = [s for s in kpi_scores if s["dimension"] == dim_key and s["score"] is not None]
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if not layer_kpis:
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layers[dim_key] = {"label": dim_info["label"], "score": None, "status": "info", "kpi_count": 0, "weighted_score": None}
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continue
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w = sum(k["weight"] for k in layer_kpis)
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ws = sum(k["score"] * k["weight"] for k in layer_kpis)
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avg_score = ws / w if w > 0 else None
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avg_status = "success" if avg_score and avg_score >= 4 else ("warning" if avg_score and avg_score >= 3 else "danger") if avg_score else "info"
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layers[dim_key] = {
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"label": dim_info["label"],
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"score": round(avg_score, 2) if avg_score else None,
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"status": avg_status,
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"kpi_count": len(layer_kpis),
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"weighted_score": round(avg_score, 2) if avg_score else None,
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}
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if avg_score:
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total_weighted_score += avg_score * len(layer_kpis)
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total_weight += len(layer_kpis)
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# 综合得分
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overall_score = round(total_weighted_score / total_weight, 2) if total_weight > 0 else None
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overall_status = "success" if overall_score and overall_score >= 4 else ("warning" if overall_score and overall_score >= 3 else "danger") if overall_score else "info"
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return {
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"entity": entity_info,
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"kpis": kpi_scores,
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"layers": layers,
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"overall": {"score": overall_score, "status": overall_status},
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}
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# ============================================================
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# KPI-6: KPI三级分解树
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# ============================================================
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@router.get("/hierarchy")
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def get_kpi_hierarchy(
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entity_id: int = Query(1, ge=1),
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kpi_id: Optional[int] = None,
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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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"""KPI三级分解树：公司→部门→个人"""
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query = db.query(KPIHierarchy).filter(KPIHierarchy.entity_id == entity_id)
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if kpi_id is not None:
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query = query.filter(
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(KPIHierarchy.parent_kpi_id == kpi_id) | (KPIHierarchy.child_kpi_id == kpi_id)
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)
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relations = query.order_by(KPIHierarchy.level).all()
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if not relations:
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# 无层级数据，返回公司级KPI作为根节点
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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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).limit(20).all()
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return {
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"entity_id": entity_id,
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"tree": [{"id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
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"dimension": k.dimension, "level": 1, "children": []} for k in kpis],
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"total": len(kpis),
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}
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# 构建树
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kpi_ids = set()
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for r in relations:
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kpi_ids.add(r.parent_kpi_id)
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kpi_ids.add(r.child_kpi_id)
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kpi_map = {}
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for kid in kpi_ids:
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k = db.query(KPIDefinition).filter(KPIDefinition.id == kid).first()
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if k:
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kpi_map[kid] = {"id": k.id, "kpi_code": k.kpi_code, "kpi_name": k.kpi_name,
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"dimension": k.dimension, "level": None, "children": []}
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# 分配层级
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for r in relations:
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if r.parent_kpi_id in kpi_map:
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kpi_map[r.parent_kpi_id]["level"] = 1 # 公司级
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if r.child_kpi_id in kpi_map:
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current_level = kpi_map[r.child_kpi_id].get("level")
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new_level = r.level or 2
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if current_level is None or current_level > new_level:
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kpi_map[r.child_kpi_id]["level"] = new_level
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# 构造父子关系
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tree = []
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added = set()
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for r in relations:
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parent = kpi_map.get(r.parent_kpi_id)
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child = kpi_map.get(r.child_kpi_id)
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if parent and child:
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child_node = dict(child)
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child_node["weight"] = r.weight
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child_node["child_name"] = r.child_name
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# 避免重复添加
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child_key = r.child_kpi_id
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existing_child = next(
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(c for c in parent["children"] if c["id"] == child_key), None
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)
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if not existing_child:
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parent["children"].append(child_node)
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# 收集顶级节点（有子节点且未被引用的parent）
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all_child_ids = {r.child_kpi_id for r in relations}
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for r in relations:
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pid = r.parent_kpi_id
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if pid not in all_child_ids or pid == (kpi_id if kpi_id else -1):
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if pid not in added and pid in kpi_map:
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tree.append(kpi_map[pid])
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added.add(pid)
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# 如果kpi_id指定，返回该节点为根的子树
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if kpi_id is not None and kpi_id in kpi_map:
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root = kpi_map[kpi_id]
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return {"entity_id": entity_id, "tree": [root], "total": len(tree)}
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# 否则按level排序
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tree.sort(key=lambda n: (n.get("level") or 99, n["kpi_code"]))
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return {"entity_id": entity_id, "tree": tree, "total": len(tree)}
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# ============================================================
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# KPI-8: KPI因果链追踪
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# ============================================================
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@router.get("/{kpi_id}/causality-chain")
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def get_kpi_causality_chain(
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kpi_id: int,
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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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"""KPI因果链追踪 — 返回单个KPI的上下游因果链"""
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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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raise HTTPException(404, "KPI不存在")
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# 上游（驱动当前KPI的因子）
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upstream = db.query(KPICausality).filter(KPICausality.target_kpi_id == kpi_id).all()
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upstream_list = []
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for c in upstream:
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src = db.query(KPIDefinition).filter(KPIDefinition.id == c.source_kpi_id).first()
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if src:
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upstream_list.append({
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"causality_id": c.id,
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"kpi_id": src.id,
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"kpi_code": src.kpi_code,
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"kpi_name": src.kpi_name,
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"dimension": src.dimension,
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"layer": src.dimension,
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"strength": c.strength,
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"lag_months": c.lag_months,
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"direction": c.direction,
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"formula": c.formula,
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})
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# 下游（当前KPI影响的指标）
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downstream = db.query(KPICausality).filter(KPICausality.source_kpi_id == kpi_id).all()
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downstream_list = []
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for c in downstream:
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tgt = db.query(KPIDefinition).filter(KPIDefinition.id == c.target_kpi_id).first()
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if tgt:
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downstream_list.append({
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"causality_id": c.id,
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"kpi_id": tgt.id,
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"kpi_code": tgt.kpi_code,
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"kpi_name": tgt.kpi_name,
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"dimension": tgt.dimension,
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"layer": tgt.dimension,
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"strength": c.strength,
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"lag_months": c.lag_months,
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"direction": c.direction,
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"formula": c.formula,
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})
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return {
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"kpi": {
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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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"layer": kpi.dimension,
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},
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"drives": downstream_list,
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"driven_by": upstream_list,
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"total_upstream": len(upstream_list),
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"total_downstream": len(downstream_list),
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}
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# ============================================================
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# 动态路由（必须在静态路由之后）
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# ============================================================
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@router.get("/{kpi_id}")
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def get_kpi(kpi_id: int, db: Session = Depends(get_db)):
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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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raise HTTPException(404, "KPI不存在")
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return kpi_to_dict(kpi)
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@router.post("")
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def create_kpi(data: dict, db: Session = Depends(get_db), user=WRITE_ROLES):
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# 检查编码唯一性
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existing = db.query(KPIDefinition).filter(KPIDefinition.kpi_code == data.get("kpi_code", "")).first()
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if existing:
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raise HTTPException(400, f"KPI编码 {data['kpi_code']} 已存在")
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kpi = KPIDefinition(**data)
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db.add(kpi)
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db.commit()
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db.refresh(kpi)
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_log(db, 1, "create", "kpi", kpi.id, data)
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return kpi_to_dict(kpi)
|
|
|
|
|
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@router.put("/{kpi_id}")
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def update_kpi(kpi_id: int, data: dict, db: Session = Depends(get_db), user=WRITE_ROLES):
|
|
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
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if not kpi:
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raise HTTPException(404, "KPI不存在")
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|
for k, v in data.items():
|
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if hasattr(kpi, k) and v is not None:
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|
setattr(kpi, k, v)
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|
db.commit()
|
|
_log(db, 1, "update", "kpi", kpi_id, data)
|
|
return kpi_to_dict(kpi)
|
|
|
|
|
|
@router.delete("/{kpi_id}")
|
|
def delete_kpi(kpi_id: int, db: Session = Depends(get_db), user=WRITE_ROLES):
|
|
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
|
if kpi:
|
|
kpi.status = "disabled"
|
|
db.commit()
|
|
return {"message": "已删除"}
|
|
|
|
|
|
@router.put("/{kpi_id}/restore")
|
|
def restore_kpi(kpi_id: int, db: Session = Depends(get_db), user=WRITE_ROLES):
|
|
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
|
if kpi:
|
|
kpi.status = "active"
|
|
db.commit()
|
|
return {"message": "已恢复"}
|
|
|
|
|
|
def kpi_to_dict(k):
|
|
d = {c.name: getattr(k, c.name) for c in k.__table__.columns}
|
|
# 附加战略地图信息
|
|
if k.map_id:
|
|
from app.database import get_session_local
|
|
try:
|
|
sess = get_session_local()()
|
|
m = sess.query(StrategicMap).filter(StrategicMap.id == k.map_id).first()
|
|
d["map_title"] = m.title if m else None
|
|
sess.close()
|
|
except:
|
|
d["map_title"] = None
|
|
else:
|
|
d["map_title"] = None
|
|
return d
|
|
|
|
|
|
@router.put("/{kpi_id}/associate-map")
|
|
def associate_kpi_map(kpi_id: int, data: dict, db: Session = Depends(get_db), user=WRITE_ROLES):
|
|
"""关联KPI到战略地图"""
|
|
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
|
if not kpi:
|
|
raise HTTPException(404, "KPI不存在")
|
|
map_id = data.get("map_id")
|
|
if map_id is not None:
|
|
m = db.query(StrategicMap).filter(StrategicMap.id == map_id).first()
|
|
if not m:
|
|
raise HTTPException(404, "战略地图不存在")
|
|
kpi.map_id = map_id
|
|
db.commit()
|
|
_log(db, 1, "update", "kpi", kpi_id, {"action": "associate-map", "map_id": map_id})
|
|
return kpi_to_dict(kpi)
|
|
|
|
|
|
def _log(db, user_id, action, target_type, target_id, detail):
|
|
log = OperationLog(user_id=user_id, action=action, target_type=target_type, target_id=target_id, detail=json.dumps(detail, ensure_ascii=False) if detail else None)
|
|
db.add(log)
|
|
db.commit()
|
|
|
|
|
|
@router.get("/{kpi_id}/objectives")
|
|
def get_kpi_objectives(kpi_id: int, db: Session = Depends(get_db)):
|
|
"""查看KPI所属的目标和战略地图"""
|
|
kpi = db.query(KPIDefinition).filter(KPIDefinition.id == kpi_id).first()
|
|
if not kpi:
|
|
raise HTTPException(404, "KPI不存在")
|
|
|
|
# 通过 kpi_definitions.objective 字段关联目标
|
|
# 也通过 map_id 关联地图
|
|
result = {
|
|
"kpi": {"id": kpi.id, "kpi_code": kpi.kpi_code, "kpi_name": kpi.kpi_name},
|
|
"objectives": [],
|
|
"map": None,
|
|
}
|
|
|
|
if kpi.map_id:
|
|
m = db.query(StrategicMap).filter(StrategicMap.id == kpi.map_id).first()
|
|
if m:
|
|
result["map"] = {"id": m.id, "title": m.title, "status": m.status}
|
|
|
|
if kpi.objective:
|
|
objs = db.query(MapObjective).filter(
|
|
MapObjective.map_id == kpi.map_id,
|
|
MapObjective.name == kpi.objective,
|
|
).all()
|
|
result["objectives"] = [{"id": o.id, "name": o.name, "dimension_key": o.dimension_key} for o in objs]
|
|
|
|
return result
|