feat(ai_agent): 完善AI适配器和服务功能

- 添加OpenClaw和Hermes健康检查接口
- 实现OpenClaw工具调用功能
- 重构AI适配器使用常量定义
- 增加AI技能系统支持
- 更新配置文件中的默认模型提供者设置

refactor(scheduler): 使用常量替换硬编码值

- 将硬编码的actor值替换为ActorValue常量
- 将receive_id_type替换为FeishuReceiveIdType枚举

refactor(audit): 统一审计日志常量使用

- 将硬编码的actor、source、risk_level等值替换为对应常量
- 更新审核服务中的状态和操作常量引用

refactor(approvals): 标准化审批模块常量使用

- 将applicant默认值替换为ActorValue.API常量
- 使用ApprovalStatus常量替代硬编码状态值
- 更新审核操作常量引用
```
This commit is contained in:
2026-07-06 00:02:03 +08:00
parent d82116d637
commit aa81fc5321
36 changed files with 2328 additions and 337 deletions

View File

@@ -2,11 +2,21 @@ from datetime import date, datetime, timedelta
from decimal import Decimal
from typing import Any
from sqlalchemy import func, select
from sqlalchemy import func, or_, select
from sqlalchemy.orm import Session
from app.core.constants import ActorValue
from app.modules.audit.schemas import AuditLogCreate
from app.modules.audit.service import AuditService
from app.modules.business.constants import (
ATTENDANCE_ABNORMAL_STATUSES,
DONE_STATUSES,
PROJECT_CLOSED_STATUSES,
PENDING_APPROVAL_STATUSES,
SUPPLIER_RISK_LEVELS,
RiskLevel,
StatusValue,
)
from app.modules.business.models import (
AttendanceRecord,
Expense,
@@ -14,17 +24,26 @@ from app.modules.business.models import (
Procurement,
Project,
RiskEvent,
Supplier,
WorkReport,
WorkTask,
)
from app.modules.business.service import serialize_model
from app.modules.feishu.service import FeishuService
from app.modules.reports.constants import (
HealthLevel,
LifecycleAttentionKey,
LifecycleFilterKey,
LifecycleResponseKey,
LifecycleSection,
MetricKey,
ReportStatus,
ReportText,
ReportTitle,
ReportType,
)
from app.modules.risk.service import RiskService
DONE_STATUSES = {"完成", "已完成", "关闭", "done", "completed", "closed"}
PENDING_APPROVAL_STATUSES = {"草稿", "审批中", "待审批", "pending"}
PROJECT_CLOSED_STATUSES = {"验收", "已完成", "复盘", "归档", "关闭", "closed"}
def _money(value: Decimal | int | float | None) -> str:
"""Format a numeric value as a two-decimal money string."""
@@ -53,6 +72,18 @@ def _next_code(prefix: str) -> str:
return f"{prefix}-{datetime.utcnow():%Y%m%d%H%M%S%f}"
def _rate(numerator: int | Decimal, denominator: int | Decimal) -> float:
"""Return a rounded percentage rate, using zero when the denominator is empty."""
if not denominator:
return 0.0
return round(float(numerator) / float(denominator) * 100, 2)
def _as_decimal(value: Decimal | int | float | None) -> Decimal:
return Decimal(str(value or 0))
class ReportService:
"""Build operational reports and push them through Feishu."""
@@ -66,6 +97,45 @@ class ReportService:
stmt = stmt.where(condition)
return int(self.db.execute(stmt).scalar() or 0)
def _sum(self, column: Any, *conditions: Any) -> Decimal:
stmt = select(func.sum(column))
for condition in conditions:
stmt = stmt.where(condition)
return _as_decimal(self.db.execute(stmt).scalar())
def _avg(self, column: Any, *conditions: Any) -> float:
stmt = select(func.avg(column))
for condition in conditions:
stmt = stmt.where(condition)
value = self.db.execute(stmt).scalar()
return round(float(value or 0), 2)
def _group_counts(self, model: type, column: Any, *conditions: Any) -> dict[str, int]:
stmt = select(column, func.count()).select_from(model)
for condition in conditions:
stmt = stmt.where(condition)
stmt = stmt.group_by(column)
return {
str(key or ReportStatus.UNKNOWN): int(count)
for key, count in self.db.execute(stmt).all()
}
def _records(
self,
model: type,
*conditions: Any,
limit: int = 10,
order_by: Any | None = None,
) -> list[Any]:
stmt = select(model)
for condition in conditions:
stmt = stmt.where(condition)
if order_by is not None:
stmt = stmt.order_by(order_by)
else:
stmt = stmt.order_by(model.id.desc())
return list(self.db.execute(stmt.limit(limit)).scalars())
def daily_brief(self) -> dict:
project_count = self._count(Project)
task_count = self._count(WorkTask)
@@ -89,7 +159,10 @@ class ReportService:
f"- 待处理采购:{procurement_pending}",
f"- 待处理费用:{expense_pending}",
f"- 当前账户总余额:{_money(fund_total)}",
f"- 今日打卡记录:{attendance['total']},异常:{attendance['abnormal_total']}",
(
f"- 今日打卡记录:{attendance['total']}"
f"异常:{attendance['abnormal_total']}"
),
f"- 逾期任务:{len(risk_summary['overdue_tasks'])}",
f"- 延期项目:{len(risk_summary['delayed_projects'])}",
f"- 超预算项目:{len(risk_summary['over_budget_projects'])}",
@@ -107,7 +180,7 @@ class ReportService:
)
delayed = self.risks.delayed_projects()
over_budget = self.risks.over_budget_projects()
open_risks = self.risks.list_events(status_filter="open")
open_risks = self.risks.list_events(status_filter=StatusValue.OPEN)
lines = [
f"- 活跃项目:{active}",
f"- 延期项目:{len(delayed)}",
@@ -116,11 +189,564 @@ class ReportService:
"- 需要管理层关注:",
]
for item in delayed[:10]:
lines.append(f" - 延期:{item.get('code')} {item.get('name')},负责人 {item.get('owner')}")
lines.append(
f" - 延期:{item.get('code')} {item.get('name')}"
f"负责人 {item.get('owner')}"
)
for item in over_budget[:10]:
lines.append(f" - 超预算:{item.get('code')} {item.get('name')}")
return {"title": "项目周报", "lines": lines, "content": "\n".join(lines)}
def project_lifecycle_report(
self,
project_code: str | None = None,
owner: str | None = None,
period_start: date | None = None,
period_end: date | None = None,
include_ai: bool = False,
actor: str = ActorValue.API,
) -> dict[str, Any]:
"""Build a full lifecycle report for project progress, delivery, cost, and risk."""
filters = self._lifecycle_filters(project_code, owner, period_start, period_end)
project_conditions = filters[LifecycleSection.PROJECTS]
task_conditions = filters[LifecycleSection.TASKS]
procurement_conditions = filters[LifecycleSection.PROCUREMENTS]
expense_conditions = filters[LifecycleSection.EXPENSES]
attendance_conditions = filters[LifecycleSection.ATTENDANCE]
risk_conditions = filters[LifecycleSection.RISKS]
project_stats = self._lifecycle_project_stats(project_conditions)
task_stats = self._lifecycle_task_stats(task_conditions)
procurement_stats = self._lifecycle_procurement_stats(procurement_conditions)
expense_stats = self._lifecycle_expense_stats(expense_conditions)
fund_stats = self._lifecycle_fund_stats()
supplier_stats = self._lifecycle_supplier_stats()
attendance_stats = self._lifecycle_attendance_stats(attendance_conditions)
risk_stats = self._lifecycle_risk_stats(
project_conditions,
task_conditions,
risk_conditions,
)
health = self._lifecycle_health(project_stats, task_stats, risk_stats, supplier_stats)
attention = self._lifecycle_attention(project_conditions, task_conditions)
recommendations = self._lifecycle_recommendations(
project_stats,
task_stats,
procurement_stats,
expense_stats,
fund_stats,
supplier_stats,
risk_stats,
)
metrics = {
LifecycleSection.HEALTH: health,
LifecycleSection.PROJECTS: project_stats,
LifecycleSection.TASKS: task_stats,
LifecycleSection.PROCUREMENTS: procurement_stats,
LifecycleSection.EXPENSES: expense_stats,
LifecycleSection.FUNDS: fund_stats,
LifecycleSection.SUPPLIERS: supplier_stats,
LifecycleSection.ATTENDANCE: attendance_stats,
LifecycleSection.RISKS: risk_stats,
}
lines = self._lifecycle_lines(
filters[LifecycleFilterKey.LABELS],
metrics,
recommendations,
)
report = {
LifecycleResponseKey.TITLE: ReportTitle.PROJECT_LIFECYCLE,
LifecycleResponseKey.FILTERS: filters[LifecycleFilterKey.LABELS],
LifecycleResponseKey.METRICS: _json_safe(metrics),
LifecycleResponseKey.ATTENTION: _json_safe(attention),
LifecycleResponseKey.RECOMMENDATIONS: recommendations,
LifecycleResponseKey.LINES: lines,
LifecycleResponseKey.CONTENT: "\n".join(lines),
}
if include_ai:
report[LifecycleResponseKey.AI_ANALYSIS] = self._lifecycle_ai_analysis(report, actor)
return report
def _lifecycle_filters(
self,
project_code: str | None,
owner: str | None,
period_start: date | None,
period_end: date | None,
) -> dict[str, Any]:
project_conditions: list[Any] = []
task_conditions: list[Any] = []
procurement_conditions: list[Any] = []
expense_conditions: list[Any] = []
attendance_conditions: list[Any] = []
risk_conditions: list[Any] = []
labels = {
LifecycleFilterKey.PROJECT_CODE: project_code,
LifecycleFilterKey.OWNER: owner,
LifecycleFilterKey.PERIOD_START: period_start.isoformat() if period_start else None,
LifecycleFilterKey.PERIOD_END: period_end.isoformat() if period_end else None,
}
if project_code:
project_conditions.append(Project.code == project_code)
task_conditions.append(WorkTask.project_code == project_code)
procurement_conditions.append(Procurement.project_code == project_code)
expense_conditions.append(Expense.project_code == project_code)
attendance_conditions.append(AttendanceRecord.project_code == project_code)
risk_conditions.append(RiskEvent.project_code == project_code)
if owner:
project_conditions.append(Project.owner == owner)
task_conditions.append(WorkTask.owner == owner)
risk_conditions.append(RiskEvent.owner == owner)
if period_start:
project_conditions.append(
or_(Project.due_date.is_(None), Project.due_date >= period_start)
)
task_conditions.append(WorkTask.due_date >= period_start)
attendance_conditions.append(AttendanceRecord.work_date >= period_start)
risk_conditions.append(
RiskEvent.detected_at >= datetime.combine(period_start, datetime.min.time())
)
if period_end:
project_conditions.append(
or_(Project.start_date.is_(None), Project.start_date <= period_end)
)
task_conditions.append(WorkTask.due_date <= period_end)
attendance_conditions.append(AttendanceRecord.work_date <= period_end)
risk_conditions.append(
RiskEvent.detected_at <= datetime.combine(period_end, datetime.max.time())
)
if period_start:
start_at = datetime.combine(period_start, datetime.min.time())
procurement_conditions.append(Procurement.created_at >= start_at)
expense_conditions.append(Expense.created_at >= start_at)
if period_end:
end_at = datetime.combine(period_end, datetime.max.time())
procurement_conditions.append(Procurement.created_at <= end_at)
expense_conditions.append(Expense.created_at <= end_at)
return {
LifecycleFilterKey.LABELS: labels,
LifecycleSection.PROJECTS: project_conditions,
LifecycleSection.TASKS: task_conditions,
LifecycleSection.PROCUREMENTS: procurement_conditions,
LifecycleSection.EXPENSES: expense_conditions,
LifecycleSection.ATTENDANCE: attendance_conditions,
LifecycleSection.RISKS: risk_conditions,
}
def _lifecycle_project_stats(self, conditions: list[Any]) -> dict[str, Any]:
total = self._count(Project, *conditions)
active = self._count(Project, Project.status.notin_(PROJECT_CLOSED_STATUSES), *conditions)
closed = total - active
budget_total = self._sum(Project.budget_amount, *conditions)
actual_total = self._sum(Project.actual_amount, *conditions)
delayed = self._count(
Project,
Project.due_date.is_not(None),
Project.due_date < date.today(),
Project.status.notin_(PROJECT_CLOSED_STATUSES),
*conditions,
)
over_budget = self._count(
Project,
Project.budget_amount > 0,
Project.actual_amount > Project.budget_amount,
*conditions,
)
return {
MetricKey.TOTAL: total,
MetricKey.ACTIVE: active,
MetricKey.CLOSED: closed,
MetricKey.AVERAGE_PROGRESS_PERCENT: self._avg(
Project.progress_percent,
*conditions,
),
MetricKey.BY_STATUS: self._group_counts(Project, Project.status, *conditions),
MetricKey.BY_RISK_LEVEL: self._group_counts(Project, Project.risk_level, *conditions),
MetricKey.BUDGET_TOTAL: budget_total,
MetricKey.ACTUAL_TOTAL: actual_total,
MetricKey.BUDGET_USAGE_RATE: _rate(actual_total, budget_total),
MetricKey.DELAYED: delayed,
MetricKey.OVER_BUDGET: over_budget,
}
def _lifecycle_task_stats(self, conditions: list[Any]) -> dict[str, Any]:
total = self._count(WorkTask, *conditions)
completed = self._count(WorkTask, WorkTask.status.in_(DONE_STATUSES), *conditions)
overdue = self._count(
WorkTask,
WorkTask.due_date.is_not(None),
WorkTask.due_date < date.today(),
WorkTask.status.notin_(DONE_STATUSES),
*conditions,
)
blocked = self._count(
WorkTask,
WorkTask.blocker.is_not(None),
WorkTask.status.notin_(DONE_STATUSES),
*conditions,
)
return {
MetricKey.TOTAL: total,
MetricKey.COMPLETED: completed,
MetricKey.OPEN: total - completed,
MetricKey.OVERDUE: overdue,
MetricKey.BLOCKED: blocked,
MetricKey.COMPLETION_RATE: _rate(completed, total),
MetricKey.BY_STATUS: self._group_counts(WorkTask, WorkTask.status, *conditions),
MetricKey.BY_PRIORITY: self._group_counts(WorkTask, WorkTask.priority, *conditions),
}
def _lifecycle_procurement_stats(self, conditions: list[Any]) -> dict[str, Any]:
total = self._count(Procurement, *conditions)
pending_approval = self._count(
Procurement,
Procurement.approval_status.in_(PENDING_APPROVAL_STATUSES),
*conditions,
)
pending_delivery = self._count(
Procurement,
Procurement.delivery_status.notin_(DONE_STATUSES),
*conditions,
)
unpaid = self._count(
Procurement,
Procurement.payment_status != StatusValue.PAID,
*conditions,
)
expected_total = self._sum(Procurement.expected_amount, *conditions)
actual_total = self._sum(Procurement.actual_amount, *conditions)
return {
MetricKey.TOTAL: total,
MetricKey.PENDING_APPROVAL: pending_approval,
MetricKey.PENDING_DELIVERY: pending_delivery,
MetricKey.UNPAID: unpaid,
MetricKey.EXPECTED_TOTAL: expected_total,
MetricKey.ACTUAL_TOTAL: actual_total,
MetricKey.ACTUAL_VS_EXPECTED_RATE: _rate(actual_total, expected_total),
}
def _lifecycle_expense_stats(self, conditions: list[Any]) -> dict[str, Any]:
total = self._count(Expense, *conditions)
pending_approval = self._count(
Expense,
Expense.approval_status.in_(PENDING_APPROVAL_STATUSES),
*conditions,
)
unpaid = self._count(Expense, Expense.payment_status != StatusValue.PAID, *conditions)
return {
MetricKey.TOTAL: total,
MetricKey.PENDING_APPROVAL: pending_approval,
MetricKey.UNPAID: unpaid,
MetricKey.AMOUNT_TOTAL: self._sum(Expense.amount, *conditions),
MetricKey.BY_TYPE: self._group_counts(Expense, Expense.expense_type, *conditions),
}
def _lifecycle_fund_stats(self) -> dict[str, Any]:
balance = self._sum(FundAccount.current_balance)
receivable = self._sum(FundAccount.expected_receivable)
payable = self._sum(FundAccount.expected_payable)
safety_line = self._sum(FundAccount.safety_line)
risk_accounts = self._count(
FundAccount,
FundAccount.current_balance < FundAccount.safety_line,
)
return {
MetricKey.ACCOUNTS_TOTAL: self._count(FundAccount),
MetricKey.CURRENT_BALANCE_TOTAL: balance,
MetricKey.EXPECTED_RECEIVABLE_TOTAL: receivable,
MetricKey.EXPECTED_PAYABLE_TOTAL: payable,
MetricKey.SAFETY_LINE_TOTAL: safety_line,
MetricKey.NET_POSITION: balance + receivable - payable,
MetricKey.RISK_ACCOUNTS: risk_accounts,
}
def _lifecycle_supplier_stats(self) -> dict[str, Any]:
risky = self._count(
Supplier,
(Supplier.blacklist_status != StatusValue.NORMAL)
| Supplier.risk_level.in_(SUPPLIER_RISK_LEVELS),
)
blacklisted = self._count(Supplier, Supplier.blacklist_status != StatusValue.NORMAL)
return {
MetricKey.TOTAL: self._count(Supplier),
MetricKey.RISKY: risky,
MetricKey.BLACKLISTED: blacklisted,
MetricKey.BY_RISK_LEVEL: self._group_counts(Supplier, Supplier.risk_level),
}
def _lifecycle_attendance_stats(self, conditions: list[Any]) -> dict[str, Any]:
total = self._count(AttendanceRecord, *conditions)
abnormal = self._count(
AttendanceRecord,
AttendanceRecord.status.in_(ATTENDANCE_ABNORMAL_STATUSES),
*conditions,
)
return {
MetricKey.TOTAL: total,
MetricKey.ABNORMAL: abnormal,
MetricKey.ABNORMAL_RATE: _rate(abnormal, total),
MetricKey.BY_STATUS: self._group_counts(
AttendanceRecord,
AttendanceRecord.status,
*conditions,
),
}
def _lifecycle_risk_stats(
self,
project_conditions: list[Any],
task_conditions: list[Any],
risk_conditions: list[Any],
) -> dict[str, Any]:
overdue_tasks = self._count(
WorkTask,
WorkTask.due_date.is_not(None),
WorkTask.due_date < date.today(),
WorkTask.status.notin_(DONE_STATUSES),
*task_conditions,
)
delayed_projects = self._count(
Project,
Project.due_date.is_not(None),
Project.due_date < date.today(),
Project.status.notin_(PROJECT_CLOSED_STATUSES),
*project_conditions,
)
over_budget_projects = self._count(
Project,
Project.budget_amount > 0,
Project.actual_amount > Project.budget_amount,
*project_conditions,
)
open_events = self._count(
RiskEvent,
RiskEvent.status == StatusValue.OPEN,
*risk_conditions,
)
high_events = self._count(
RiskEvent,
RiskEvent.status == StatusValue.OPEN,
RiskEvent.risk_level == RiskLevel.HIGH,
*risk_conditions,
)
risk_score = (
overdue_tasks * 1
+ delayed_projects * 3
+ over_budget_projects * 4
+ open_events * 2
+ high_events * 3
)
if risk_score >= 15:
level = RiskLevel.HIGH
elif risk_score >= 5:
level = RiskLevel.MEDIUM
else:
level = RiskLevel.LOW
return {
MetricKey.RISK_LEVEL: level,
MetricKey.RISK_SCORE: risk_score,
MetricKey.OVERDUE_TASKS: overdue_tasks,
MetricKey.DELAYED_PROJECTS: delayed_projects,
MetricKey.OVER_BUDGET_PROJECTS: over_budget_projects,
MetricKey.OPEN_EVENTS: open_events,
MetricKey.HIGH_EVENTS: high_events,
MetricKey.EVENTS_BY_TYPE: self._group_counts(
RiskEvent,
RiskEvent.risk_type,
*risk_conditions,
),
MetricKey.EVENTS_BY_LEVEL: self._group_counts(
RiskEvent,
RiskEvent.risk_level,
*risk_conditions,
),
}
def _lifecycle_health(
self,
projects: dict[str, Any],
tasks: dict[str, Any],
risks: dict[str, Any],
suppliers: dict[str, Any],
) -> dict[str, Any]:
penalty = (
risks[MetricKey.OVERDUE_TASKS] * 3
+ risks[MetricKey.DELAYED_PROJECTS] * 8
+ risks[MetricKey.OVER_BUDGET_PROJECTS] * 10
+ risks[MetricKey.HIGH_EVENTS] * 8
+ suppliers[MetricKey.BLACKLISTED] * 10
+ max(0, projects[MetricKey.BUDGET_USAGE_RATE] - 100) * 0.4
+ (100 - tasks[MetricKey.COMPLETION_RATE]) * 0.1
)
score = max(0, min(100, round(100 - penalty, 2)))
if score >= 80:
level = HealthLevel.HEALTHY
elif score >= 60:
level = HealthLevel.ATTENTION
else:
level = HealthLevel.CRITICAL
return {MetricKey.SCORE: score, MetricKey.LEVEL: level}
def _lifecycle_attention(
self,
project_conditions: list[Any],
task_conditions: list[Any],
) -> dict[str, Any]:
delayed = self._records(
Project,
Project.due_date.is_not(None),
Project.due_date < date.today(),
Project.status.notin_(PROJECT_CLOSED_STATUSES),
*project_conditions,
limit=10,
order_by=Project.due_date.asc(),
)
over_budget = self._records(
Project,
Project.budget_amount > 0,
Project.actual_amount > Project.budget_amount,
*project_conditions,
limit=10,
order_by=Project.id.desc(),
)
overdue_tasks = self._records(
WorkTask,
WorkTask.due_date.is_not(None),
WorkTask.due_date < date.today(),
WorkTask.status.notin_(DONE_STATUSES),
*task_conditions,
limit=10,
order_by=WorkTask.due_date.asc(),
)
return {
LifecycleAttentionKey.DELAYED_PROJECTS: [serialize_model(item) for item in delayed],
LifecycleAttentionKey.OVER_BUDGET_PROJECTS: [
serialize_model(item) for item in over_budget
],
LifecycleAttentionKey.OVERDUE_TASKS: [
serialize_model(item) for item in overdue_tasks
],
}
def _lifecycle_recommendations(
self,
projects: dict[str, Any],
tasks: dict[str, Any],
procurements: dict[str, Any],
expenses: dict[str, Any],
funds: dict[str, Any],
suppliers: dict[str, Any],
risks: dict[str, Any],
) -> list[str]:
recommendations: list[str] = []
if risks[MetricKey.DELAYED_PROJECTS]:
recommendations.append(ReportText.RECOMMEND_DELAYED)
if risks[MetricKey.OVER_BUDGET_PROJECTS]:
recommendations.append(ReportText.RECOMMEND_OVER_BUDGET)
if tasks[MetricKey.OVERDUE]:
recommendations.append(ReportText.RECOMMEND_OVERDUE_TASKS)
if (
procurements[MetricKey.PENDING_APPROVAL]
or expenses[MetricKey.PENDING_APPROVAL]
):
recommendations.append(ReportText.RECOMMEND_APPROVALS)
if funds[MetricKey.RISK_ACCOUNTS]:
recommendations.append(ReportText.RECOMMEND_FUNDS)
if suppliers[MetricKey.RISKY]:
recommendations.append(ReportText.RECOMMEND_SUPPLIERS)
if not recommendations:
recommendations.append(ReportText.RECOMMEND_STABLE)
return [str(item) for item in recommendations]
def _lifecycle_lines(
self,
filters: dict[str, Any],
metrics: dict[str, Any],
recommendations: list[str],
) -> list[str]:
scope = (
"".join(f"{key}={value}" for key, value in filters.items() if value)
or ReportText.DEFAULT_SCOPE
)
projects = metrics[LifecycleSection.PROJECTS]
tasks = metrics[LifecycleSection.TASKS]
procurements = metrics[LifecycleSection.PROCUREMENTS]
expenses = metrics[LifecycleSection.EXPENSES]
funds = metrics[LifecycleSection.FUNDS]
suppliers = metrics[LifecycleSection.SUPPLIERS]
attendance = metrics[LifecycleSection.ATTENDANCE]
risks = metrics[LifecycleSection.RISKS]
health = metrics[LifecycleSection.HEALTH]
lines = [
f"- 范围:{scope}",
f"- 生命周期健康分:{health[MetricKey.SCORE]}{health[MetricKey.LEVEL]}",
(
f"- 项目:总数 {projects[MetricKey.TOTAL]}"
f"活跃 {projects[MetricKey.ACTIVE]}"
f"平均进度 {projects[MetricKey.AVERAGE_PROGRESS_PERCENT]}%"
),
(
f"- 成本:预算 {_money(projects[MetricKey.BUDGET_TOTAL])}"
f"实际 {_money(projects[MetricKey.ACTUAL_TOTAL])}"
f"预算使用率 {projects[MetricKey.BUDGET_USAGE_RATE]}%"
),
(
f"- 任务:总数 {tasks[MetricKey.TOTAL]}"
f"完成 {tasks[MetricKey.COMPLETED]}"
f"完成率 {tasks[MetricKey.COMPLETION_RATE]}%"
f"逾期 {tasks[MetricKey.OVERDUE]}"
),
(
f"- 采购/费用:待批采购 {procurements[MetricKey.PENDING_APPROVAL]}"
f"待批费用 {expenses[MetricKey.PENDING_APPROVAL]}"
f"未付款采购 {procurements[MetricKey.UNPAID]}"
),
(
f"- 资金:余额 {_money(funds[MetricKey.CURRENT_BALANCE_TOTAL])}"
f"净头寸 {_money(funds[MetricKey.NET_POSITION])}"
f"风险账户 {funds[MetricKey.RISK_ACCOUNTS]}"
),
(
f"- 风险:等级 {risks[MetricKey.RISK_LEVEL]}"
f"风险分 {risks[MetricKey.RISK_SCORE]}"
f"延期项目 {risks[MetricKey.DELAYED_PROJECTS]}"
f"超预算项目 {risks[MetricKey.OVER_BUDGET_PROJECTS]}"
f"打开事件 {risks[MetricKey.OPEN_EVENTS]}"
),
(
f"- 供应商/考勤:风险供应商 {suppliers[MetricKey.RISKY]}"
f"异常打卡 {attendance[MetricKey.ABNORMAL]}"
f"异常率 {attendance[MetricKey.ABNORMAL_RATE]}%"
),
ReportText.ACTION_HEADER,
]
lines.extend(f" - {item}" for item in recommendations)
return lines
def _lifecycle_ai_analysis(self, report: dict[str, Any], actor: str) -> dict[str, Any]:
try:
from app.modules.ai_agent.constants import AIResponseKey
from app.modules.ai_agent.skills import AISkillId
from app.modules.ai_agent.service import AIService
report_snapshot = _json_safe(report)
result = AIService(self.db).run_skill(
AISkillId.PROJECT_LIFECYCLE_ANALYSIS,
context={LifecycleResponseKey.PROJECT_LIFECYCLE_REPORT: report_snapshot},
actor=actor,
)
except Exception as exc:
return {
AIResponseKey.OK: False,
AIResponseKey.ERROR: str(exc),
AIResponseKey.TYPE: type(exc).__name__,
}
return _json_safe({AIResponseKey.OK: True, **result})
def attendance_summary(self, work_date: date | None = None) -> dict[str, Any]:
"""Summarize attendance records for one business day."""
@@ -134,7 +760,7 @@ class ReportService:
abnormal_total = sum(
count
for status, count in status_counts.items()
if status in {"迟到", "早退", "缺卡", "旷工", "异常"}
if status in ATTENDANCE_ABNORMAL_STATUSES
)
total = sum(status_counts.values())
lines = [
@@ -156,21 +782,25 @@ class ReportService:
def generate_work_report(
self,
report_type: str = "daily",
reporter: str = "system",
report_type: str = ReportType.DAILY,
reporter: str = ActorValue.SYSTEM,
department: str | None = None,
project_code: str | None = None,
period_start: date | None = None,
period_end: date | None = None,
persist: bool = True,
actor: str = "api",
actor: str = ActorValue.API,
) -> dict[str, Any]:
"""Generate a daily or weekly operating report, optionally persisting it."""
start, end = self._resolve_period(report_type, period_start, period_end)
metrics = self._report_metrics(start, end, project_code, department)
risk_summary = _json_safe(self.risks.summary())
title = "经营日报" if report_type == "daily" else "经营周报"
title = (
ReportTitle.WORK_DAILY
if report_type == ReportType.DAILY
else ReportTitle.WORK_WEEKLY
)
lines = self._work_report_lines(title, start, end, metrics, risk_summary)
report = {
"title": title,
@@ -222,7 +852,7 @@ class ReportService:
period_end: date | None,
) -> tuple[date, date]:
today = date.today()
if report_type == "daily":
if report_type == ReportType.DAILY:
start = period_start or period_end or today
return start, period_end or start
end = period_end or today
@@ -275,7 +905,10 @@ class ReportService:
"procurements_pending": self._count(Procurement, *procurement_filters),
"expenses_pending": self._count(Expense, *expense_filters),
"attendance_total": self._count(AttendanceRecord, *attendance_filters),
"open_risk_events": self._count(RiskEvent, RiskEvent.status == "open"),
"open_risk_events": self._count(
RiskEvent,
RiskEvent.status == StatusValue.OPEN,
),
}
def _work_report_lines(