wecom-fullstack
0c2e57a4cf
任务 dama-workbench-entity-isolation-fullstack-20260922（DAMA 诊断 / 项目Bot batch5 §B / 任总 2026-09-22「都批」） B1 现金基线拆账套（零 DDL） - cash_forecast_engine: 键 cash.current_balance → cash.current_balance.<entity_id>； 读只读本账套键、不做旧键回退；set_* 签名 entity_id 必传（漏传 TypeError） - cash.py: POST /balance 挂 get_entity_id；网银流水联动写回带账套 B3(a) alignment_config 拆账套（零 DDL） - alignment.py: GET/POST /config、GET /tree 只读 alignment_config.<entity_id>；未配置=configured:false B3(b) 预警 KPI 归属兜底 - bot_bridge_v2: 去掉 kpi_id or 1 兜底；本账套无 KPI 定义 → 跳过建预警 + OperationLog 留痕 （kpi_alerts.kpi_id NOT NULL ⇒ 方案A 置 NULL 不可行，走方案B 跳过+审计） B2 缺列五表分表处置 - notification_logs: 经 alert_id → kpi_alerts.entity_id join 归属（无父键行不返回） - notification_channels / okr_templates: 集团共享口径写入 docstring（有意不过滤） - system_configs: 由 B1/B3(a) 拆键覆盖；kpi_data_quality_logs 沿用 batch5 的 join 收口 P0 语义收敛 - tenant.py: current_tenant 收敛为项目Bot A2A 状态记录，GET 仅 it/ceo；POST 补 operation_logs 审计 证据：新增/改写用例 22 条；全量 1370 passed（基线 1348）
336 lines
13 KiB
Python
336 lines
13 KiB
Python
"""
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OKR模板库 API — 按维度筛选 + 用户自定义模板
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⚠️ 集团级共享口径（2026-09-22 dama-workbench-entity-isolation-fullstack-20260922，§四 B2）
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------------------------------------------------------------------------------------
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`okr_templates` 表**无 entity_id 列**，且属**模板/配置类**（无父键可 join 桥接）。
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任总 2026-09-22「都批」已按 **方案 1（零 DDL）** 拍板：
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**保持全局 = 集团级共享配置** —— 模板库是集团知识资产，一套模板（维度/行业标签/
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目标+KR 骨架）供全账套复用；账套差异体现在**使用模板生成的具体目标/KR 行**
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（`objectives` / `map_objectives` 均带 entity_id，已隔离），而不是模板本身。
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因此本模块的列表/详情/新增/改/删**有意不按账套过滤**——这是口径，不是漏隔离。
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若后续确需「账套私有模板」，须单独立单加 `entity_id` 列（DDL + 回填 + 唯一键
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`name+dimension` 改造），本单不预设。
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"""
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from fastapi import APIRouter, Depends, HTTPException, Query
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from sqlalchemy.orm import Session
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from typing import Optional
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from app.database import get_db
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from app.deps import get_entity_id
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from app.auth_middleware import require_role
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from app.models import OKRTemplate, StrategicMap
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from app.utils.kr_name import sanitize_kr_name
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router = APIRouter(prefix="/api/cma/okr-templates", tags=["OKR模板库"],
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dependencies=[Depends(require_role("ceo", "finance", "it"))],
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)
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DIMENSION_LAYER_NAMES = {
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"finance": "财务层",
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"customer": "客户层",
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"process": "内部流程层",
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"learning": "学习成长层",
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}
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DIMENSION_LAYER_ICONS = {
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"finance": "💰",
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"customer": "👥",
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"process": "⚙️",
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"learning": "📚",
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}
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DIMENSION_LAYER_COLORS = {
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"finance": "#F56C6C",
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"customer": "#409EFF",
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"process": "#67C23A",
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"learning": "#E6A23C",
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}
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# ── tags 多值标签（辅助检索；主分类仍为 dimension 四泳道）2026-09-11 ──
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TAGS_SCHEMA = {
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"function": ["销售", "财务", "生产", "HR", "研发", "客服", "供应链"],
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"cycle": ["年度", "季度", "月度"],
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"goal_type": ["增长", "效率", "合规", "创新", "转型"],
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}
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def normalize_tags(raw) -> Optional[dict]:
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"""校验 + 规范化 tags（固定枚举，防随意值）；空值返回 None"""
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if raw is None:
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return None
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if not isinstance(raw, dict):
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raise HTTPException(400, "tags 必须是对象，如 {\"function\":[\"销售\"],\"cycle\":[\"季度\"],\"goal_type\":[\"增长\"]}")
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out = {}
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for key, enum in TAGS_SCHEMA.items():
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vals = raw.get(key)
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if vals is None:
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continue
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if isinstance(vals, str):
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vals = [v.strip() for v in vals.split(",") if v.strip()]
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if not isinstance(vals, list):
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raise HTTPException(400, f"tags.{key} 必须是数组")
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bad = [v for v in vals if v not in enum]
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if bad:
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raise HTTPException(400, f"tags.{key} 含非法值 {bad}，允许值: {enum}")
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if vals:
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out[key] = vals
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return out or None
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def _split_filter(val: Optional[str]):
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if not val:
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return []
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return [v.strip() for v in val.split(",") if v.strip()]
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def _match_tags(t, function=None, cycle=None, goal_type=None, tag=None) -> bool:
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"""标签过滤（多值 OR 语义：任一命中即算匹配；跨字段为 AND）"""
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tags = t.tags or {}
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for key, val in (("function", function), ("cycle", cycle), ("goal_type", goal_type)):
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wanted = _split_filter(val)
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if not wanted:
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continue
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have = tags.get(key) or []
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if not any(w in have for w in wanted):
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return False
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if tag:
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all_vals = set()
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for k in TAGS_SCHEMA:
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all_vals.update(tags.get(k) or [])
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if tag not in all_vals:
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return False
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return True
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def _tmpl_dict(t, with_created=False):
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d = {
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"id": t.id,
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"name": t.name,
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"description": t.description,
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"dimension": t.dimension,
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"layer": t.layer,
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"industry_tag": t.industry_tag,
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"tags": t.tags,
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"preset_krs": t.preset_krs,
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"source": t.source,
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"owner": t.owner,
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"use_count": t.use_count,
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"sort_order": t.sort_order,
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"is_active": t.is_active,
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}
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if with_created:
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d["created_at"] = t.created_at.isoformat() if t.created_at else None
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return d
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@router.get("/tags/schema")
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def get_tags_schema():
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"""tags 标签体系（固定枚举）— 供前端下拉动态加载"""
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return {"schema": TAGS_SCHEMA}
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@router.get("")
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def list_okr_templates(
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dimension: Optional[str] = Query(None, description="按维度筛选: finance/customer/process/learning"),
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source: Optional[str] = Query(None, description="按来源筛选: system/user/industry_pack"),
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industry_tag: Optional[str] = Query(None, description="按行业标签筛选"),
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search: Optional[str] = Query(None, description="按O名称关键词搜索"),
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function: Optional[str] = Query(None, description="按职能标签筛选: 销售/财务/生产/HR/研发/客服/供应链（逗号分隔多值）"),
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cycle: Optional[str] = Query(None, description="按周期标签筛选: 年度/季度/月度"),
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goal_type: Optional[str] = Query(None, description="按目标类型筛选: 增长/效率/合规/创新/转型"),
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tag: Optional[str] = Query(None, description="任意标签值筛选（跨 function/cycle/goal_type）"),
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active_only: bool = Query(True, description="仅返回启用模板"),
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db: Session = Depends(get_db),
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):
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"""列出 OKR 模板，支持按维度/来源/行业/名称搜索 + tags 多值标签过滤"""
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q = db.query(OKRTemplate)
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if dimension:
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q = q.filter(OKRTemplate.dimension == dimension)
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if source:
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q = q.filter(OKRTemplate.source == source)
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if industry_tag:
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q = q.filter(OKRTemplate.industry_tag == industry_tag)
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if search:
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q = q.filter(OKRTemplate.name.like(f"%{search}%"))
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if active_only:
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q = q.filter(OKRTemplate.is_active == 1)
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templates = q.order_by(OKRTemplate.sort_order, OKRTemplate.id).all()
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# tags 过滤在 Python 层完成（JSON 多值 OR 语义 + 兼容 SQLite 测试库）
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if function or cycle or goal_type or tag:
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templates = [t for t in templates if _match_tags(t, function, cycle, goal_type, tag)]
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return {
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"total": len(templates),
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"items": [_tmpl_dict(t, with_created=True) for t in templates],
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}
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@router.get("/{template_id}")
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def get_okr_template(template_id: int, db: Session = Depends(get_db)):
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"""获取单个 OKR 模板详情"""
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t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
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if not t:
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raise HTTPException(404, "模板不存在")
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return _tmpl_dict(t, with_created=True)
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@router.post("")
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def create_okr_template(data: dict, db: Session = Depends(get_db)):
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"""用户自定义 OKR 模板（治理: 同名去重 + owner 标记）"""
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name = data.get("name", "").strip()
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if not name:
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raise HTTPException(400, "模板名称不能为空")
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dimension = data.get("dimension", "")
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if dimension not in ("finance", "customer", "process", "learning"):
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raise HTTPException(400, "维度无效，必须是 finance/customer/process/learning")
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preset_krs = data.get("preset_krs", [])
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if not isinstance(preset_krs, list) or len(preset_krs) == 0:
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raise HTTPException(400, "至少需要一个预设KR")
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# P2治理: 同名+同维度去重（防止 id=33 式重复模板，2026-08-21）
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dup = db.query(OKRTemplate).filter(
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OKRTemplate.name == name,
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OKRTemplate.dimension == dimension,
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OKRTemplate.is_active == 1,
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).first()
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if dup:
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raise HTTPException(409, f"已存在同名模板「{name}」（#{dup.id}, source={dup.source}），请改用现有模板或改名")
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t = OKRTemplate(
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name=name,
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description=data.get("description", ""),
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dimension=dimension,
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layer=data.get("layer", "level3"),
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industry_tag=data.get("industry_tag", "general"),
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tags=normalize_tags(data.get("tags")),
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preset_krs=preset_krs,
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source="user",
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owner="用户自定义",
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sort_order=data.get("sort_order", 0),
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)
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db.add(t)
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db.commit()
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db.refresh(t)
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return {"ok": True, "id": t.id, "name": t.name, "tags": t.tags}
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@router.put("/{template_id}")
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def update_okr_template(template_id: int, data: dict, db: Session = Depends(get_db)):
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"""更新 OKR 模板（含 tags 多值标签；仅传需要变更的字段）"""
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t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
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if not t:
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raise HTTPException(404, "模板不存在")
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if "name" in data:
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name = (data.get("name") or "").strip()
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if not name:
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raise HTTPException(400, "模板名称不能为空")
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t.name = name
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if "description" in data:
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t.description = data.get("description") or ""
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if "dimension" in data:
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dimension = data.get("dimension")
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if dimension not in ("finance", "customer", "process", "learning"):
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raise HTTPException(400, "维度无效，必须是 finance/customer/process/learning")
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t.dimension = dimension
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if "layer" in data:
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t.layer = data.get("layer")
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if "industry_tag" in data:
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t.industry_tag = data.get("industry_tag")
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if "preset_krs" in data:
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preset_krs = data.get("preset_krs")
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if not isinstance(preset_krs, list) or len(preset_krs) == 0:
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raise HTTPException(400, "至少需要一个预设KR")
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t.preset_krs = preset_krs
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if "sort_order" in data:
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t.sort_order = data.get("sort_order")
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if "is_active" in data:
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t.is_active = data.get("is_active")
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if "tags" in data:
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t.tags = normalize_tags(data.get("tags"))
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db.commit()
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db.refresh(t)
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return {"ok": True, "id": t.id, "name": t.name, "tags": t.tags}
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@router.post("/{template_id}/use")
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def increment_use_count(template_id: int, db: Session = Depends(get_db)):
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"""增加模板使用次数"""
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t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
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if not t:
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raise HTTPException(404, "模板不存在")
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t.use_count = (t.use_count or 0) + 1
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db.commit()
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return {"ok": True, "use_count": t.use_count}
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@router.post("/{template_id}/apply")
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def apply_okr_template(template_id: int, data: dict, db: Session = Depends(get_db),
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entity_id: int = Depends(get_entity_id)):
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"""应用 OKR 模板 — 创建战略地图并填入 O+KR"""
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t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
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if not t:
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raise HTTPException(404, "模板不存在")
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map_title = data.get("title", t.name)
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dim = t.dimension
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preset_krs = t.preset_krs or []
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# 构建 dimensions: 仅包含模板所在的维度层
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dimensions = []
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for dk in ("finance", "customer", "process", "learning"):
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objectives = []
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if dk == dim:
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objectives.append({
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"name": t.name,
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"description": t.description or "",
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"kpis": [],
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"krs": [
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{
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# 护栏（2026-09-16）：模板名 → 新地图 KR 名 透传点，污染名（尾部符号+截断数字）在此规整
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"name": sanitize_kr_name(kr.get("name", ""), kr.get("target_value"))[0],
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"target_value": kr.get("target_value", ""),
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"weight": kr.get("weight", 33),
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"metric_kpi_id": kr.get("metric_kpi_id"),
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"metric_kpi_code": kr.get("metric_kpi_code"),
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}
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for kr in preset_krs
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],
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})
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dimensions.append({
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"key": dk,
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"name": DIMENSION_LAYER_NAMES.get(dk, dk),
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"icon": DIMENSION_LAYER_ICONS.get(dk, "📌"),
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"color": DIMENSION_LAYER_COLORS.get(dk, "#909399"),
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"objectives": objectives,
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})
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m = StrategicMap(
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entity_id=entity_id, # 账套隔离 2026-09-21：原漏写→落模型默认 1（对齐 maps.py）
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title=map_title,
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version=data.get("version", "v1.0"),
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status="draft",
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dimensions=dimensions,
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canvas_data={"connections": []},
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)
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db.add(m)
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db.commit()
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db.refresh(m)
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# 使用 maps API 的 _sync_map_objectives 同步到 map_objectives 表
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from app.api.maps import _sync_map_objectives
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_sync_map_objectives(m, db)
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# 增加模板使用次数
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t.use_count = (t.use_count or 0) + 1
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db.commit()
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return {
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"ok": True,
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"map_id": m.id,
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"title": m.title,
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"template_id": template_id,
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}
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