```

feat: 添加生命周期报告和AI规则管理功能

- 在Dockerfile中添加pillow依赖包用于图像处理
- 实现生命周期报告调度任务，支持日报和周报两种类型
- 新增TASK_RUN_LIFECYCLE任务常量和相关配置选项
- 扩展AI Agent服务以支持用户规则，并在分析时应用规则
- 添加AI用户规则创建、更新和查询接口
- 增加项目生命周期和财务需求分析技能
- 扩展现有模型以支持更完整的业务数据字段
- 实现飞书图片上传功能用于报告展示
```

app/modules/reports/services/delivery.py

@@ -15,6 +15,7 @@ from app.modules.reports.constants import (
     ReportPushStatus,
     ReportResponseKey,
 )
+from app.modules.reports.chart import lifecycle_chart_alt, render_lifecycle_chart
 
 
 class ReportDeliveryMixin:
@@ -39,12 +40,24 @@ class ReportDeliveryMixin:
                 actor=actor,
             )
         )
-        card = FeishuService.build_basic_card(
-            report[ReportResponseKey.TITLE],
-            report[ReportResponseKey.LINES],
-        )
         try:
-            result = FeishuService(self.db).send_card(card, receive_id, receive_id_type, actor)
+            feishu = FeishuService(self.db)
+            image_key = None
+            image_alt = None
+            chart_data = report.get("chart_data")
+            if chart_data:
+                image_result = feishu.upload_image(render_lifecycle_chart(chart_data), actor)
+                image_key = (image_result.get("data") or {}).get("image_key")
+                if not image_key:
+                    raise ValueError("Feishu image upload did not return image_key")
+                image_alt = lifecycle_chart_alt(chart_data)
+            card = FeishuService.build_basic_card(
+                report[ReportResponseKey.TITLE],
+                report[ReportResponseKey.LINES],
+                image_key=image_key,
+                image_alt=image_alt,
+            )
+            result = feishu.send_card(card, receive_id, receive_id_type, actor)
         except Exception as exc:
             failed_run = self.update_push_run(
                 push_run.code,

app/modules/reports/services/finance_needs.py

@@ -0,0 +1,506 @@
+from collections import defaultdict
+from datetime import date, timedelta
+from decimal import Decimal
+from typing import Any
+
+from sqlalchemy import func, select
+
+from app.core.config import get_settings
+from app.core.constants import ActorValue
+from app.modules.ai_agent.constants import AIProviderName, AIResponseKey
+from app.modules.business.constants import (
+    CashFlowDirection,
+    CashFlowType,
+    DataQualityStatus,
+    SourceSystem,
+    StatusValue,
+)
+from app.modules.business.models import (
+    Project,
+    ProjectCashFlow,
+    ProjectContract,
+    ProjectMilestone,
+    RiskEvent,
+    SourceSyncCursor,
+    WorkTask,
+)
+from app.modules.reports.constants import ReportResponseKey, ReportTitle
+
+
+ZERO = Decimal("0")
+FINANCE_HORIZONS = (7, 30, 90)
+
+
+class FinanceNeedsReportMixin:
+    def project_finance_needs_report(
+        self,
+        project_code: str | None = None,
+        department: str | None = None,
+        owner: str | None = None,
+        as_of: date | None = None,
+        include_ai: bool = False,
+        actor: str = ActorValue.API,
+    ) -> dict[str, Any]:
+        reference = as_of or date.today()
+        project_stmt = select(Project).where(
+            Project.source_system == SourceSystem.LEGACY_MYSQL,
+            Project.is_active.is_(True),
+        )
+        if project_code:
+            project_stmt = project_stmt.where(
+                (Project.code == project_code) | (Project.display_code == project_code)
+            )
+        if department:
+            project_stmt = project_stmt.where(Project.department_name == department)
+        if owner:
+            project_stmt = project_stmt.where(Project.owner == owner)
+        projects = list(self.db.execute(project_stmt).scalars())
+        codes = {project.code for project in projects}
+
+        contracts = list(
+            self.db.execute(
+                select(ProjectContract).where(
+                    ProjectContract.is_active.is_(True),
+                    ProjectContract.data_quality_status == DataQualityStatus.VALID,
+                    ProjectContract.project_code.in_(codes or {""}),
+                )
+            ).scalars()
+        )
+        flows = list(
+            self.db.execute(
+                select(ProjectCashFlow).where(
+                    ProjectCashFlow.is_active.is_(True),
+                    ProjectCashFlow.project_code.in_(codes or {""}),
+                    ProjectCashFlow.data_quality_status.notin_(
+                        {
+                            DataQualityStatus.ORPHAN_CONTRACT,
+                            DataQualityStatus.ORPHAN_PROJECT,
+                            DataQualityStatus.DELETED_PROJECT,
+                        }
+                    ),
+                )
+            ).scalars()
+        )
+        contract_amounts: dict[str, Decimal] = defaultdict(lambda: ZERO)
+        for contract in contracts:
+            if contract.project_code:
+                contract_amounts[contract.project_code] += contract.amount or ZERO
+        flows_by_project: dict[str, list[ProjectCashFlow]] = defaultdict(list)
+        for flow in flows:
+            if flow.project_code:
+                flows_by_project[flow.project_code].append(flow)
+
+        delivery_risk_codes = self._finance_delivery_risk_codes(codes, reference)
+        items = [
+            self._finance_project_item(
+                project,
+                contract_amounts.get(project.code, ZERO),
+                flows_by_project.get(project.code, []),
+                reference,
+                project.code in delivery_risk_codes,
+            )
+            for project in projects
+        ]
+        attention = sorted(
+            [item for item in items if item["finance_covered"]],
+            key=lambda item: (
+                not item["uncovered_pending_outflow"],
+                not item["delivery_risk"],
+                -item["funding_need"]["30"]["lower"],
+                item["project_code"],
+            ),
+        )
+        summary = self._finance_summary(items)
+        quality = self._finance_data_quality(codes if project_code or department else None)
+        latest_sync = self._finance_latest_sync_at()
+        lines = self._finance_lines(reference, summary, quality, attention)
+        chart_data = {
+            "as_of": reference.isoformat(),
+            "receivables": {
+                "overdue": summary["overdue_receivable"],
+                "due_30d": summary["horizons"]["30"]["receivable_due"],
+            },
+            "cashflows": {
+                "confirmed_inflow": summary["confirmed_inflow"],
+                "confirmed_outflow": summary["confirmed_outflow"],
+                "pending_outflow": summary["pending_outflow"],
+            },
+            "top_projects": [
+                {
+                    "name": item["project_name"][:18],
+                    "amount": item["funding_need"]["30"]["upper"],
+                }
+                for item in attention[:5]
+                if item["funding_need"]["30"]["upper"] > 0
+            ],
+        } if summary["data_available"] else None
+        report: dict[str, Any] = {
+            ReportResponseKey.TITLE: ReportTitle.PROJECT_FINANCE_NEEDS,
+            "as_of": reference.isoformat(),
+            "currency": "CNY",
+            "source_last_sync_at": latest_sync,
+            "summary": summary,
+            "data_quality": quality,
+            "items": items,
+            "attention": attention[:10],
+            ReportResponseKey.LINES: lines,
+            ReportResponseKey.CONTENT: "\n".join(lines),
+            "finance_chart_data": chart_data,
+            "disclaimer": "项目资金安排需求不包含公司账户余额，不代表真实融资缺口。",
+        }
+        ai_analysis = self._finance_ai_analysis(report, actor) if include_ai else None
+        report["ai_analysis"] = ai_analysis
+        if ai_analysis and ai_analysis.get(AIResponseKey.OK):
+            answer = str(ai_analysis.get(AIResponseKey.ANSWER) or "")[:3000]
+            lines.append("- AI 资金分析：")
+            lines.extend(f"  {line}" for line in answer.splitlines() if line.strip())
+            report[ReportResponseKey.CONTENT] = "\n".join(lines)
+        return report
+
+    def _finance_project_item(
+        self,
+        project: Project,
+        contract_amount: Decimal,
+        flows: list[ProjectCashFlow],
+        reference: date,
+        delivery_risk: bool,
+    ) -> dict[str, Any]:
+        if not contract_amount and project.source_contract_amount:
+            contract_amount = project.source_contract_amount
+        actual_receipt = ZERO
+        overdue = ZERO
+        confirmed_inflow = ZERO
+        confirmed_outflow = ZERO
+        pending_outflow = ZERO
+        receivable_by_horizon = {days: ZERO for days in FINANCE_HORIZONS}
+        for flow in flows:
+            actual = flow.actual_amount or ZERO
+            planned = flow.planned_amount or ZERO
+            if flow.flow_type == CashFlowType.CONTRACT_RECEIVABLE:
+                actual_receipt += max(actual, ZERO)
+                confirmed_inflow += max(actual, ZERO)
+                if flow.payment_status == "N":
+                    outstanding = max(planned - max(actual, ZERO), ZERO)
+                    if flow.planned_date and flow.planned_date < reference:
+                        overdue += outstanding
+                    elif flow.planned_date:
+                        for days in FINANCE_HORIZONS:
+                            if flow.planned_date <= reference + timedelta(days=days):
+                                receivable_by_horizon[days] += outstanding
+            elif flow.flow_type == CashFlowType.PROJECT_FUND:
+                if flow.confirmation_status == "Y" and flow.approval_status == "1":
+                    if flow.direction == CashFlowDirection.INFLOW:
+                        confirmed_inflow += actual
+                    else:
+                        confirmed_outflow += actual
+                elif (
+                    flow.direction == CashFlowDirection.OUTFLOW
+                    and flow.approval_status == "1"
+                    and flow.confirmation_status == "N"
+                ):
+                    pending_outflow += planned
+        funding_need = {
+            str(days): {
+                "lower": _amount(max(pending_outflow - receivable_by_horizon[days], ZERO)),
+                "upper": _amount(pending_outflow),
+            }
+            for days in FINANCE_HORIZONS
+        }
+        covered = bool(contract_amount or flows)
+        if not covered:
+            return {
+                "project_code": project.code,
+                "display_code": project.display_code,
+                "project_name": project.name,
+                "department": project.department_name,
+                "owner": project.owner,
+                "stage": project.source_stage_label or project.source_stage,
+                "contract_revenue": None,
+                "project_investment_context": (
+                    _amount(project.source_project_investment_amount)
+                    if project.source_project_investment_amount is not None
+                    else None
+                ),
+                "actual_receipt": None,
+                "overdue_receivable": None,
+                "confirmed_inflow": None,
+                "confirmed_outflow": None,
+                "pending_outflow": None,
+                "receivable_due": {str(days): None for days in FINANCE_HORIZONS},
+                "funding_need": {
+                    str(days): {"lower": None, "upper": None} for days in FINANCE_HORIZONS
+                },
+                "uncovered_pending_outflow": False,
+                "delivery_risk": delivery_risk,
+                "finance_covered": False,
+            }
+        return {
+            "project_code": project.code,
+            "display_code": project.display_code,
+            "project_name": project.name,
+            "department": project.department_name,
+            "owner": project.owner,
+            "stage": project.source_stage_label or project.source_stage,
+            "contract_revenue": _amount(contract_amount),
+            "project_investment_context": _amount(
+                project.source_project_investment_amount or ZERO
+            ),
+            "actual_receipt": _amount(actual_receipt),
+            "overdue_receivable": _amount(overdue),
+            "confirmed_inflow": _amount(confirmed_inflow),
+            "confirmed_outflow": _amount(confirmed_outflow),
+            "pending_outflow": _amount(pending_outflow),
+            "receivable_due": {
+                str(days): _amount(receivable_by_horizon[days]) for days in FINANCE_HORIZONS
+            },
+            "funding_need": funding_need,
+            "uncovered_pending_outflow": funding_need["30"]["lower"] > 0,
+            "delivery_risk": delivery_risk,
+            "finance_covered": True,
+        }
+
+    def _finance_summary(self, items: list[dict[str, Any]]) -> dict[str, Any]:
+        result = {
+            "projects_total": len(items),
+            "projects_covered": sum(1 for item in items if item["finance_covered"]),
+            "contract_revenue": _sum_items(items, "contract_revenue"),
+            "actual_receipt": _sum_items(items, "actual_receipt"),
+            "overdue_receivable": _sum_items(items, "overdue_receivable"),
+            "confirmed_inflow": _sum_items(items, "confirmed_inflow"),
+            "confirmed_outflow": _sum_items(items, "confirmed_outflow"),
+            "pending_outflow": _sum_items(items, "pending_outflow"),
+            "horizons": {},
+        }
+        result["coverage_rate"] = round(
+            result["projects_covered"] * 100 / result["projects_total"], 2
+        ) if result["projects_total"] else 0.0
+        result["data_available"] = result["projects_covered"] > 0
+        result["horizons"] = {
+            str(days): {
+                "receivable_due": round(
+                    sum(
+                        item["receivable_due"][str(days)] or 0
+                        for item in items
+                    ), 2
+                ),
+                "funding_need_lower": round(
+                    sum(
+                        item["funding_need"][str(days)]["lower"] or 0
+                        for item in items
+                    ), 2
+                ),
+                "funding_need_upper": round(
+                    sum(
+                        item["funding_need"][str(days)]["upper"] or 0
+                        for item in items
+                    ), 2
+                ),
+            }
+            for days in FINANCE_HORIZONS
+        }
+        if not result["data_available"]:
+            for key in (
+                "contract_revenue",
+                "actual_receipt",
+                "overdue_receivable",
+                "confirmed_inflow",
+                "confirmed_outflow",
+                "pending_outflow",
+            ):
+                result[key] = None
+            result["horizons"] = {
+                str(days): {
+                    "receivable_due": None,
+                    "funding_need_lower": None,
+                    "funding_need_upper": None,
+                }
+                for days in FINANCE_HORIZONS
+            }
+        return result
+
+    def _finance_data_quality(self, project_codes: set[str] | None) -> dict[str, int]:
+        conditions: list[Any] = [ProjectCashFlow.is_active.is_(True)]
+        if project_codes is not None:
+            conditions.append(ProjectCashFlow.project_code.in_(project_codes or {""}))
+        rows = self.db.execute(
+            select(
+                ProjectCashFlow.flow_type,
+                ProjectCashFlow.data_quality_status,
+                func.count(),
+            )
+            .where(*conditions)
+            .group_by(ProjectCashFlow.flow_type, ProjectCashFlow.data_quality_status)
+        ).all()
+        counts = {
+            (str(flow_type), str(quality_status)): int(count)
+            for flow_type, quality_status, count in rows
+        }
+        by_status: dict[str, int] = defaultdict(int)
+        for (_, quality_status), count in counts.items():
+            by_status[quality_status] += count
+        return {
+            "orphan_contracts": counts.get(
+                (CashFlowType.CONTRACT_RECEIVABLE, DataQualityStatus.ORPHAN_CONTRACT), 0
+            ),
+            "orphan_receivable_projects": counts.get(
+                (CashFlowType.CONTRACT_RECEIVABLE, DataQualityStatus.ORPHAN_PROJECT), 0
+            ),
+            "orphan_funds": counts.get(
+                (CashFlowType.PROJECT_FUND, DataQualityStatus.ORPHAN_PROJECT), 0
+            ),
+            "deleted_projects": by_status[DataQualityStatus.DELETED_PROJECT],
+            "paid_amount_missing": by_status[DataQualityStatus.PAID_AMOUNT_MISSING],
+            "status_amount_mismatch": by_status[DataQualityStatus.STATUS_AMOUNT_MISMATCH],
+        }
+
+    def _finance_delivery_risk_codes(self, codes: set[str], reference: date) -> set[str]:
+        if not codes:
+            return set()
+        milestone_codes = set(
+            self.db.execute(
+                select(ProjectMilestone.project_code).where(
+                    ProjectMilestone.project_code.in_(codes),
+                    ProjectMilestone.is_active.is_(True),
+                    ProjectMilestone.is_overdue.is_(True),
+                )
+            ).scalars()
+        )
+        task_codes = set(
+            self.db.execute(
+                select(WorkTask.project_code).where(
+                    WorkTask.project_code.in_(codes),
+                    WorkTask.is_active.is_(True),
+                    WorkTask.status != StatusValue.COMPLETED,
+                    WorkTask.due_date.is_not(None),
+                    WorkTask.due_date < reference,
+                )
+            ).scalars()
+        )
+        event_codes = set(
+            self.db.execute(
+                select(RiskEvent.project_code).where(
+                    RiskEvent.project_code.in_(codes),
+                    RiskEvent.source_domain == "intasect_project_event",
+                    RiskEvent.status == StatusValue.OPEN,
+                )
+            ).scalars()
+        )
+        return {str(code) for code in milestone_codes | task_codes | event_codes if code}
+
+    def _finance_latest_sync_at(self) -> str | None:
+        datasets = {"projects", "contracts", "contract_receivables", "project_funds"}
+        cursors = list(
+            self.db.execute(
+                select(SourceSyncCursor).where(SourceSyncCursor.dataset.in_(datasets))
+            ).scalars()
+        )
+        if (
+            len(cursors) != len(datasets)
+            or any(cursor.status != StatusValue.COMPLETED for cursor in cursors)
+            or any(cursor.last_success_at is None for cursor in cursors)
+        ):
+            return None
+        value = min(cursor.last_success_at for cursor in cursors if cursor.last_success_at)
+        return value.isoformat()
+
+    def _finance_lines(
+        self,
+        reference: date,
+        summary: dict[str, Any],
+        quality: dict[str, int],
+        attention: list[dict[str, Any]],
+    ) -> list[str]:
+        horizon = summary["horizons"]["30"]
+        if not summary["data_available"]:
+            return [
+                f"- 资金分析基准日：{reference.isoformat()}（人民币元）",
+                f"- 财务覆盖：0/{summary['projects_total']} 个项目。",
+                "- 项目财务数据未接入或无有效记录，金额不按零值解释。",
+                "- 注意：源库没有公司账户余额，不能计算真实融资缺口。",
+            ]
+        lines = [
+            f"- 资金分析基准日：{reference.isoformat()}（人民币元）",
+            f"- 财务覆盖：{summary['projects_covered']}/{summary['projects_total']} 个项目，"
+            f"覆盖率 {summary['coverage_rate']}%",
+            f"- 逾期应收：{_money(summary['overdue_receivable'])}，"
+            f"未来30天应收：{_money(horizon['receivable_due'])}",
+            f"- 待确认支出：{_money(summary['pending_outflow'])}，"
+            f"已确认流入/流出：{_money(summary['confirmed_inflow'])}/"
+            f"{_money(summary['confirmed_outflow'])}",
+            f"- 未来30天项目资金安排需求：{_money(horizon['funding_need_lower'])}"
+            f" 至 {_money(horizon['funding_need_upper'])}",
+            "- 注意：该区间不包含公司账户余额，不代表真实融资缺口。",
+            f"- 数据异常：孤儿合同付款 {quality['orphan_contracts']}，"
+            f"孤儿资金记录 {quality['orphan_funds']}，"
+            f"已支付缺金额 {quality['paid_amount_missing']}，"
+            f"状态金额不一致 {quality['status_amount_mismatch']}",
+        ]
+        for item in attention[:5]:
+            need = item["funding_need"]["30"]
+            if need["upper"] <= 0 and item["overdue_receivable"] <= 0:
+                continue
+            lines.append(
+                f"  - {item['project_name']}（{item['display_code'] or item['project_code']}）："
+                f"资金安排 {_money(need['lower'])}-{_money(need['upper'])}，"
+                f"逾期应收 {_money(item['overdue_receivable'])}"
+            )
+        return lines
+
+    def _finance_ai_analysis(self, report: dict[str, Any], actor: str) -> dict[str, Any]:
+        from app.modules.ai_agent.service import AIService
+        from app.modules.ai_agent.skills import AISkillId
+
+        context = {
+            "as_of": report["as_of"],
+            "currency": report["currency"],
+            "summary": report["summary"],
+            "data_quality": report["data_quality"],
+            "attention": [
+                {
+                    "project_code": item["project_code"],
+                    "display_code": item["display_code"],
+                    "project_name": item["project_name"],
+                    "stage": item["stage"],
+                    "overdue_receivable": item["overdue_receivable"],
+                    "pending_outflow": item["pending_outflow"],
+                    "receivable_due_30d": item["receivable_due"]["30"],
+                    "funding_need_30d": item["funding_need"]["30"],
+                    "delivery_risk": item["delivery_risk"],
+                }
+                for item in report["attention"][:10]
+            ],
+            "disclaimer": report["disclaimer"],
+        }
+        last_error: Exception | None = None
+        attempts = max(1, min(get_settings().ai_analysis_max_attempts, 5))
+        for _ in range(attempts):
+            try:
+                result = AIService(self.db).run_skill(
+                    AISkillId.PROJECT_FINANCE_NEEDS_ANALYSIS,
+                    context=context,
+                    actor=actor,
+                )
+                if result.get(AIResponseKey.PROVIDER) == AIProviderName.NOOP:
+                    return {AIResponseKey.OK: False, AIResponseKey.ERROR: "AI unavailable"}
+                return {AIResponseKey.OK: True, **result}
+            except Exception as exc:
+                last_error = exc
+                self.db.rollback()
+        return {
+            AIResponseKey.OK: False,
+            AIResponseKey.ERROR: str(last_error) if last_error else "AI unavailable",
+            AIResponseKey.TYPE: type(last_error).__name__ if last_error else "AIUnavailable",
+            "attempts": attempts,
+        }
+
+
+def _amount(value: Decimal) -> float:
+    return round(float(value), 2)
+
+
+def _sum_items(items: list[dict[str, Any]], key: str) -> float:
+    return round(sum(float(item[key]) for item in items if item[key] is not None), 2)
+
+
+def _money(value: float) -> str:
+    return f"¥{value:,.2f}"

app/modules/reports/services/intasect_lifecycle.py

@@ -0,0 +1,492 @@
+from collections import Counter, defaultdict
+from datetime import date, timedelta
+from typing import Any
+
+from sqlalchemy import func, select
+
+from app.core.config import get_settings
+from app.core.constants import ActorValue
+from app.modules.ai_agent.constants import AIProviderName, AIResponseKey
+from app.modules.business.constants import ATTENDANCE_ABNORMAL_STATUSES, SourceSystem, StatusValue
+from app.modules.business.models import (
+    AttendanceRecord,
+    Employee,
+    Project,
+    ProjectMember,
+    ProjectMilestone,
+    RiskEvent,
+    WorkReport,
+    WorkTask,
+)
+from app.modules.reports.constants import ReportResponseKey, ReportTitle, ReportType
+
+
+class IntasectLifecycleReportMixin:
+    def source_project_lifecycle_summary(
+        self,
+        project_code: str | None = None,
+        owner: str | None = None,
+    ) -> dict[str, Any]:
+        project_statement = select(Project).where(
+            Project.source_system == SourceSystem.LEGACY_MYSQL,
+            Project.is_active.is_(True),
+        )
+        if project_code:
+            project_statement = project_statement.where(
+                (Project.code == project_code) | (Project.display_code == project_code)
+            )
+        if owner:
+            project_statement = project_statement.where(Project.owner == owner)
+        projects = list(self.db.execute(project_statement).scalars())
+        project_codes = {item.code for item in projects}
+        unarchived_codes = {item.code for item in projects if not item.source_archived}
+        stage_counts = Counter(
+            item.source_stage_label or item.source_stage or "阶段未知" for item in projects
+        )
+
+        covered_projects = int(
+            self.db.execute(
+                select(func.count(func.distinct(ProjectMember.project_code))).where(
+                    ProjectMember.is_active.is_(True),
+                    ProjectMember.project_code.in_(project_codes or {""}),
+                )
+            ).scalar()
+            or 0
+        )
+        milestone_total = self._count_source_rows(
+            ProjectMilestone,
+            ProjectMilestone.is_active.is_(True),
+            ProjectMilestone.project_code.in_(project_codes or {""}),
+        )
+        overdue_milestones = list(
+            self.db.execute(
+                select(ProjectMilestone, Project)
+                .join(Project, Project.code == ProjectMilestone.project_code)
+                .where(
+                    ProjectMilestone.is_active.is_(True),
+                    ProjectMilestone.is_overdue.is_(True),
+                    ProjectMilestone.project_code.in_(unarchived_codes or {""}),
+                )
+                .order_by(ProjectMilestone.plan_end.asc())
+                .limit(10)
+            ).all()
+        )
+        overdue_milestone_total = self._count_source_rows(
+            ProjectMilestone,
+            ProjectMilestone.is_active.is_(True),
+            ProjectMilestone.is_overdue.is_(True),
+            ProjectMilestone.project_code.in_(unarchived_codes or {""}),
+        )
+        today = date.today()
+        overdue_tasks = list(
+            self.db.execute(
+                select(WorkTask, Project)
+                .join(Project, Project.code == WorkTask.project_code)
+                .where(
+                    WorkTask.source_system == SourceSystem.LEGACY_MYSQL,
+                    WorkTask.is_active.is_(True),
+                    WorkTask.status != StatusValue.COMPLETED,
+                    WorkTask.due_date.is_not(None),
+                    WorkTask.due_date < today,
+                    WorkTask.project_code.in_(unarchived_codes or {""}),
+                )
+                .order_by(WorkTask.due_date.asc())
+                .limit(10)
+            ).all()
+        )
+        overdue_task_total = self._count_source_rows(
+            WorkTask,
+            WorkTask.source_system == SourceSystem.LEGACY_MYSQL,
+            WorkTask.is_active.is_(True),
+            WorkTask.status != StatusValue.COMPLETED,
+            WorkTask.due_date.is_not(None),
+            WorkTask.due_date < today,
+            WorkTask.project_code.in_(unarchived_codes or {""}),
+        )
+        open_events = list(
+            self.db.execute(
+                select(RiskEvent)
+                .where(
+                    RiskEvent.source_domain == "intasect_project_event",
+                    RiskEvent.status == StatusValue.OPEN,
+                    RiskEvent.project_code.in_(unarchived_codes or {""}),
+                )
+                .limit(10)
+            ).scalars()
+        )
+        open_event_total = self._count_source_rows(
+            RiskEvent,
+            RiskEvent.source_domain == "intasect_project_event",
+            RiskEvent.status == StatusValue.OPEN,
+            RiskEvent.project_code.in_(unarchived_codes or {""}),
+        )
+        linked_tasks = self._count_source_rows(
+            WorkTask,
+            WorkTask.source_system == SourceSystem.LEGACY_MYSQL,
+            WorkTask.is_active.is_(True),
+            WorkTask.project_code.in_(project_codes or {""}),
+        )
+        return {
+            "total": len(projects),
+            "unarchived": len(unarchived_codes),
+            "archived": sum(1 for item in projects if item.source_archived),
+            "unknown_stage": sum(1 for item in projects if not item.source_stage),
+            "stage_counts": dict(stage_counts.most_common()),
+            "member_coverage": {
+                "covered_projects": covered_projects,
+                "uncovered_projects": max(len(projects) - covered_projects, 0),
+            },
+            "milestones": {
+                "total": milestone_total,
+                "overdue": overdue_milestone_total,
+            },
+            "linked_tasks": linked_tasks,
+            "overdue_linked_tasks": overdue_task_total,
+            "open_project_events": open_event_total,
+            "attention": {
+                "overdue_milestones": [
+                    {
+                        "project_code": project.display_code or project.code,
+                        "project_name": project.name,
+                        "owner": project.owner,
+                        "stage": milestone.stage_name,
+                        "plan_end": milestone.plan_end.isoformat() if milestone.plan_end else None,
+                    }
+                    for milestone, project in overdue_milestones
+                ],
+                "overdue_tasks": [
+                    {
+                        "project_code": project.display_code or project.code,
+                        "project_name": project.name,
+                        "task": task.title,
+                        "owner": task.owner,
+                        "due_date": task.due_date.isoformat() if task.due_date else None,
+                    }
+                    for task, project in overdue_tasks
+                ],
+                "project_events": [
+                    {
+                        "project_code": item.project_code,
+                        "title": item.title,
+                        "risk_level": item.risk_level,
+                        "due_date": item.due_date.isoformat() if item.due_date else None,
+                    }
+                    for item in open_events
+                ],
+            },
+        }
+
+    def personnel_lifecycle_report(
+        self,
+        department: str | None = None,
+        employee_code: str | None = None,
+        project_code: str | None = None,
+        period_start: date | None = None,
+        period_end: date | None = None,
+    ) -> dict[str, Any]:
+        end = period_end or self._latest_completed_attendance_date()
+        start = period_start or end
+        employee_stmt = select(Employee).where(
+            Employee.source_system == SourceSystem.LEGACY_MYSQL,
+        )
+        if department:
+            employee_stmt = employee_stmt.where(Employee.department_name == department)
+        if employee_code:
+            employee_stmt = employee_stmt.where(Employee.code == employee_code)
+        if project_code:
+            member_codes = select(ProjectMember.employee_code).where(
+                ProjectMember.project_code == project_code,
+                ProjectMember.is_active.is_(True),
+            )
+            employee_stmt = employee_stmt.where(Employee.code.in_(member_codes))
+        employees = list(self.db.execute(employee_stmt).scalars())
+        codes = {item.code for item in employees}
+
+        member_counts: dict[str, int] = defaultdict(int)
+        workload: dict[str, int] = defaultdict(int)
+        for code, count, total_workload in self.db.execute(
+            select(
+                ProjectMember.employee_code,
+                func.count(func.distinct(ProjectMember.project_code)),
+                func.coalesce(func.sum(ProjectMember.workload_percent), 0),
+            )
+            .where(
+                ProjectMember.is_active.is_(True), ProjectMember.employee_code.in_(codes or {""})
+            )
+            .group_by(ProjectMember.employee_code)
+        ):
+            member_counts[str(code)] = int(count)
+            workload[str(code)] = int(total_workload or 0)
+
+        open_tasks: dict[str, int] = defaultdict(int)
+        overdue_tasks: dict[str, int] = defaultdict(int)
+        for code, task_status, due_date in self.db.execute(
+            select(WorkTask.employee_code, WorkTask.status, WorkTask.due_date).where(
+                WorkTask.source_system == SourceSystem.LEGACY_MYSQL,
+                WorkTask.is_active.is_(True),
+                WorkTask.employee_code.in_(codes or {""}),
+            )
+        ):
+            if task_status != StatusValue.COMPLETED:
+                open_tasks[str(code)] += 1
+                if due_date and due_date < date.today():
+                    overdue_tasks[str(code)] += 1
+
+        attendance_abnormal: dict[str, int] = defaultdict(int)
+        attendance_seen: set[str] = set()
+        for code, attendance_status in self.db.execute(
+            select(AttendanceRecord.employee_id, AttendanceRecord.status).where(
+                AttendanceRecord.source_system == SourceSystem.LEGACY_MYSQL,
+                AttendanceRecord.attendance_scope == "company",
+                AttendanceRecord.is_active.is_(True),
+                AttendanceRecord.work_date >= start,
+                AttendanceRecord.work_date <= end,
+                AttendanceRecord.employee_id.in_(codes or {""}),
+            )
+        ):
+            attendance_seen.add(str(code))
+            if attendance_status in ATTENDANCE_ABNORMAL_STATUSES:
+                attendance_abnormal[str(code)] += 1
+
+        report_counts: dict[str, int] = defaultdict(int)
+        for code, count in self.db.execute(
+            select(WorkReport.employee_code, func.count())
+            .where(
+                WorkReport.source_system == SourceSystem.LEGACY_MYSQL,
+                WorkReport.is_active.is_(True),
+                WorkReport.is_draft.is_(False),
+                WorkReport.period_end >= start,
+                WorkReport.period_end <= end,
+                WorkReport.employee_code.in_(codes or {""}),
+            )
+            .group_by(WorkReport.employee_code)
+        ):
+            report_counts[str(code)] = int(count)
+
+        items = []
+        for employee in employees:
+            item = {
+                "employee_code": employee.code,
+                "name": employee.name,
+                "department": employee.department_name,
+                "title": employee.title,
+                "employment_status": employee.employment_status,
+                "project_count": member_counts[employee.code],
+                "planned_workload_percent": workload[employee.code],
+                "open_tasks": open_tasks[employee.code],
+                "overdue_tasks": overdue_tasks[employee.code],
+                "attendance_records": 1 if employee.code in attendance_seen else 0,
+                "attendance_abnormal": attendance_abnormal[employee.code],
+                "submitted_reports": report_counts[employee.code],
+                "attendance_covered": bool(employee.ding_user_id),
+            }
+            item["needs_attention"] = bool(
+                item["overdue_tasks"]
+                or item["attendance_abnormal"]
+                or item["planned_workload_percent"] > 100
+            )
+            items.append(item)
+        attention = [item for item in items if item["needs_attention"]]
+        attention.sort(
+            key=lambda item: (
+                item["overdue_tasks"],
+                item["attendance_abnormal"],
+                item["planned_workload_percent"],
+            ),
+            reverse=True,
+        )
+        metrics = {
+            "total": len(employees),
+            "active": sum(1 for item in employees if item.is_active),
+            "inactive": sum(1 for item in employees if not item.is_active),
+            "attendance_mapped": sum(1 for item in employees if item.ding_user_id),
+            "attention_total": len(attention),
+            "by_department": dict(
+                Counter(item.department_name or "未设置部门" for item in employees)
+            ),
+            "period_start": start.isoformat(),
+            "period_end": end.isoformat(),
+        }
+        lines = [
+            f"- 人员总数：{metrics['total']}，在职：{metrics['active']}，离职/失效：{metrics['inactive']}",
+            f"- 考勤映射覆盖：{metrics['attendance_mapped']}/{metrics['total']}",
+            f"- 需关注人员：{metrics['attention_total']}",
+        ]
+        for item in attention[:10]:
+            lines.append(
+                f"  - {item['name']}（{item['department'] or '未设置部门'}）："
+                f"逾期任务 {item['overdue_tasks']}，考勤异常 {item['attendance_abnormal']}，"
+                f"计划负荷 {item['planned_workload_percent']}%"
+            )
+        return {
+            ReportResponseKey.TITLE: ReportTitle.PERSONNEL_LIFECYCLE,
+            ReportResponseKey.PERIOD_START: start.isoformat(),
+            ReportResponseKey.PERIOD_END: end.isoformat(),
+            ReportResponseKey.METRICS: metrics,
+            "items": items,
+            "attention": attention[:10],
+            ReportResponseKey.LINES: lines,
+            ReportResponseKey.CONTENT: "\n".join(lines),
+        }
+
+    def management_lifecycle_report(
+        self,
+        report_type: str,
+        actor: str = ActorValue.SCHEDULER,
+        include_ai: bool = True,
+        reference_date: date | None = None,
+    ) -> dict[str, Any]:
+        start, end = self._management_period(report_type, reference_date)
+        projects = self.source_project_lifecycle_summary()
+        personnel = self.personnel_lifecycle_report(period_start=start, period_end=end)
+        finance = (
+            self.project_finance_needs_report(as_of=end, include_ai=False, actor=actor)
+            if get_settings().finance_needs_enabled
+            else None
+        )
+        title = (
+            ReportTitle.LIFECYCLE_DAILY
+            if report_type == ReportType.DAILY
+            else ReportTitle.LIFECYCLE_WEEKLY
+        )
+        lines = [
+            f"- 统计周期：{start.isoformat()} 至 {end.isoformat()}",
+            f"- 项目：总数 {projects['total']}，未归档 {projects['unarchived']}，"
+            f"已归档 {projects['archived']}，阶段未知 {projects['unknown_stage']}",
+            f"- 项目成员覆盖：{projects['member_coverage']['covered_projects']}/{projects['total']}",
+            f"- 里程碑：总数 {projects['milestones']['total']}，逾期 {projects['milestones']['overdue']}",
+            f"- 项目关联任务：{projects['linked_tasks']}，逾期 {projects['overdue_linked_tasks']}，"
+            f"待协助/超期事项：{projects['open_project_events']}",
+            *personnel[ReportResponseKey.LINES],
+        ]
+        if finance:
+            lines.extend(finance[ReportResponseKey.LINES])
+        else:
+            lines.append(
+                "- 项目资金需求：功能未启用；采购、费用、资金、供应商首期未接入，不计为零。"
+            )
+        report = {
+            ReportResponseKey.TITLE: title,
+            ReportResponseKey.REPORT_TYPE: report_type,
+            ReportResponseKey.PERIOD_START: start.isoformat(),
+            ReportResponseKey.PERIOD_END: end.isoformat(),
+            ReportResponseKey.METRICS: {
+                "projects": projects,
+                "personnel": personnel[ReportResponseKey.METRICS],
+                "finance": finance["summary"] if finance else {"status": "未启用"},
+            },
+            "attention": {
+                "projects": projects["attention"],
+                "personnel": personnel["attention"],
+                "finance": finance["attention"] if finance else [],
+            },
+            ReportResponseKey.LINES: lines,
+            "chart_data": {
+                "period": f"{start.isoformat()} - {end.isoformat()}",
+                "projects": {
+                    "total": projects["total"],
+                    "unarchived": projects["unarchived"],
+                    "archived": projects["archived"],
+                },
+                "risks": {
+                    "overdue_milestones": projects["milestones"]["overdue"],
+                    "overdue_tasks": projects["overdue_linked_tasks"],
+                    "open_events": projects["open_project_events"],
+                },
+                "people": {
+                    "active": personnel[ReportResponseKey.METRICS]["active"],
+                    "attention": personnel[ReportResponseKey.METRICS]["attention_total"],
+                    "attendance_mapped": personnel[ReportResponseKey.METRICS][
+                        "attendance_mapped"
+                    ],
+                },
+                "finance": finance["finance_chart_data"] if finance else None,
+            },
+            "finance": finance,
+            "finance_chart_data": finance["finance_chart_data"] if finance else None,
+        }
+        ai_analysis = self._management_ai_analysis(report, actor) if include_ai else None
+        report["ai_analysis"] = ai_analysis
+        if ai_analysis and ai_analysis.get(AIResponseKey.OK):
+            lines.append("- AI 管理分析：")
+            answer = str(ai_analysis.get(AIResponseKey.ANSWER) or "")[:3000]
+            lines.extend(f"  {line}" for line in answer.splitlines() if line.strip())
+        report[ReportResponseKey.CONTENT] = "\n".join(lines)
+        return report
+
+    def _management_ai_analysis(self, report: dict[str, Any], actor: str) -> dict[str, Any]:
+        from app.core.config import get_settings
+        from app.modules.ai_agent.service import AIService
+        from app.modules.ai_agent.skills import AISkillId
+
+        attention = dict(report["attention"])
+        attention["finance"] = [
+            {
+                "project_code": item["project_code"],
+                "display_code": item["display_code"],
+                "project_name": item["project_name"],
+                "stage": item["stage"],
+                "overdue_receivable": item["overdue_receivable"],
+                "pending_outflow": item["pending_outflow"],
+                "funding_need_30d": item["funding_need"]["30"],
+                "delivery_risk": item["delivery_risk"],
+            }
+            for item in attention.get("finance", [])[:10]
+        ]
+        context = {
+            "period_start": report[ReportResponseKey.PERIOD_START],
+            "period_end": report[ReportResponseKey.PERIOD_END],
+            "metrics": report[ReportResponseKey.METRICS],
+            "attention": attention,
+        }
+        last_error: Exception | None = None
+        max_attempts = max(1, min(get_settings().ai_analysis_max_attempts, 5))
+        for _ in range(max_attempts):
+            try:
+                result = AIService(self.db).run_skill(
+                    AISkillId.PROJECT_LIFECYCLE_ANALYSIS,
+                    context=context,
+                    actor=actor,
+                )
+                if result.get(AIResponseKey.PROVIDER) == AIProviderName.NOOP:
+                    return {
+                        AIResponseKey.OK: False,
+                        AIResponseKey.ERROR: "AI provider is not configured",
+                        "attempts": 1,
+                    }
+                return {AIResponseKey.OK: True, **result}
+            except Exception as exc:
+                last_error = exc
+                self.db.rollback()
+        return {
+            AIResponseKey.OK: False,
+            AIResponseKey.ERROR: str(last_error) if last_error else "AI analysis failed",
+            AIResponseKey.TYPE: type(last_error).__name__ if last_error else "AIUnavailable",
+            "attempts": max_attempts,
+        }
+
+    def _latest_completed_attendance_date(self) -> date:
+        latest = self.db.execute(
+            select(func.max(AttendanceRecord.work_date)).where(
+                AttendanceRecord.source_system == SourceSystem.LEGACY_MYSQL,
+                AttendanceRecord.attendance_scope == "company",
+                AttendanceRecord.work_date < date.today(),
+            )
+        ).scalar()
+        return latest or (date.today() - timedelta(days=1))
+
+    def _management_period(
+        self, report_type: str, reference_date: date | None
+    ) -> tuple[date, date]:
+        reference = reference_date or date.today()
+        if report_type == ReportType.DAILY:
+            target = self._latest_completed_attendance_date()
+            return target, target
+        end = reference - timedelta(days=reference.weekday() + 1)
+        return end - timedelta(days=6), end
+
+    def _count_source_rows(self, model: type, *conditions: Any) -> int:
+        return int(
+            self.db.execute(select(func.count()).select_from(model).where(*conditions)).scalar()
+            or 0
+        )

app/modules/reports/services/lifecycle/report.py

@@ -3,6 +3,7 @@ from typing import Any
 
 
 from app.core.constants import ActorValue
+from app.core.config import get_settings
 from app.modules.reports.constants import (
     LifecycleFilterKey,
     LifecycleResponseKey,
@@ -63,6 +64,17 @@ class ReportLifecycleReportMixin:
             risk_stats,
             include_global_risk,
         )
+        finance = (
+            self.project_finance_needs_report(
+                project_code=project_code,
+                owner=owner,
+                as_of=period_end,
+                include_ai=False,
+                actor=actor,
+            )
+            if get_settings().finance_needs_enabled
+            else None
+        )
 
         metrics = {
             LifecycleSection.HEALTH: health,
@@ -74,12 +86,15 @@ class ReportLifecycleReportMixin:
             LifecycleSection.SUPPLIERS: supplier_stats,
             LifecycleSection.ATTENDANCE: attendance_stats,
             LifecycleSection.RISKS: risk_stats,
+            LifecycleSection.FINANCE: finance["summary"] if finance else {"status": "未启用"},
         }
         lines = self._lifecycle_lines(
             filters[LifecycleFilterKey.LABELS],
             metrics,
             recommendations,
         )
+        if finance:
+            lines.extend(finance[LifecycleResponseKey.LINES])
         report = {
             LifecycleResponseKey.TITLE: ReportTitle.PROJECT_LIFECYCLE,
             LifecycleResponseKey.FILTERS: filters[LifecycleFilterKey.LABELS],
@@ -88,6 +103,9 @@ class ReportLifecycleReportMixin:
             LifecycleResponseKey.RECOMMENDATIONS: recommendations,
             LifecycleResponseKey.LINES: lines,
             LifecycleResponseKey.CONTENT: "\n".join(lines),
+            "source_lifecycle": self.source_project_lifecycle_summary(project_code, owner),
+            "finance": finance,
+            "finance_chart_data": finance["finance_chart_data"] if finance else None,
         }
         if include_ai:
             report[LifecycleResponseKey.AI_ANALYSIS] = self._lifecycle_ai_analysis(report, actor)

app/modules/reports/services/push_runs.py

@@ -26,7 +26,16 @@ class ReportPushRunMixin:
         receive_id_type: str,
         actor: str,
         status: str = ReportPushStatus.PENDING,
+        idempotency_key: str | None = None,
     ) -> ReportPushRun:
+        if idempotency_key:
+            existing = self.db.execute(
+                select(ReportPushRun).where(
+                    ReportPushRun.idempotency_key == idempotency_key
+                )
+            ).scalar_one_or_none()
+            if existing is not None:
+                return existing
         record = ReportPushRun(
             code=_next_code("PUSH"),
             report_type=report_type,
@@ -36,6 +45,7 @@ class ReportPushRunMixin:
             status=status,
             actor=actor,
             queued_at=utc_now(),
+            idempotency_key=idempotency_key,
         )
         self.db.add(record)
         self.db.commit()

app/modules/reports/services/service.py

@@ -3,7 +3,9 @@ from sqlalchemy.orm import Session
 from app.modules.reports.services.common import ReportQueryMixin
 from app.modules.reports.services.delivery import ReportDeliveryMixin
 from app.modules.reports.services.enterprise import ReportEnterpriseAnalyticsMixin
+from app.modules.reports.services.finance_needs import FinanceNeedsReportMixin
 from app.modules.reports.services.lifecycle import ReportLifecycleMixin
+from app.modules.reports.services.intasect_lifecycle import IntasectLifecycleReportMixin
 from app.modules.reports.services.push_runs import ReportPushRunMixin
 from app.modules.reports.services.summaries import ReportSummaryMixin
 from app.modules.reports.services.work_reports import ReportWorkReportMixin
@@ -12,6 +14,8 @@ from app.modules.risk.services import RiskService
 
 class ReportService(
     ReportDeliveryMixin,
+    FinanceNeedsReportMixin,
+    IntasectLifecycleReportMixin,
     ReportWorkReportMixin,
     ReportEnterpriseAnalyticsMixin,
     ReportLifecycleMixin,