```
refactor(core,ai): 调整模块导入路径并移除废弃文件 - 修复 scheduler.py 中的导入路径错误,将 reports.service 改为 reports.services - 移除废弃的 app/core/background/task_queue.py 文件 - 移除废弃的 app/modules/ai_agent/adapters.py 文件 - 修复 ai_memory/service.py 中的导入路径错误,将 events.service 改为 events.services ```
This commit is contained in:
@@ -12,7 +12,7 @@ from app.modules.reports.schemas import (
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ReportResponse,
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WorkReportGenerateRequest,
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)
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from app.modules.reports.service import ReportService
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from app.modules.reports.services import ReportService
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router = APIRouter(dependencies=[Depends(require_api_key)])
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File diff suppressed because it is too large
Load Diff
4
app/modules/reports/services/__init__.py
Normal file
4
app/modules/reports/services/__init__.py
Normal file
@@ -0,0 +1,4 @@
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from app.modules.reports.services.service import ReportService
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__all__ = ["ReportService"]
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95
app/modules/reports/services/common.py
Normal file
95
app/modules/reports/services/common.py
Normal file
@@ -0,0 +1,95 @@
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from datetime import date, datetime
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from decimal import Decimal
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from typing import Any
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from sqlalchemy import func, select
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from app.core.http.pagination import bounded_limit
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from app.core.utils.time import utc_now
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from app.modules.reports.constants import ReportStatus
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def _money(value: Decimal | int | float | None) -> str:
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"""Format a numeric value as a two-decimal money string."""
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amount = Decimal(value or 0)
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return f"{amount:,.2f}"
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def _json_safe(value: Any) -> Any:
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"""Convert nested report payloads into JSON-storable values."""
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if isinstance(value, Decimal):
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return float(value)
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if isinstance(value, (datetime, date)):
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return value.isoformat()
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if isinstance(value, list):
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return [_json_safe(item) for item in value]
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if isinstance(value, dict):
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return {key: _json_safe(item) for key, item in value.items()}
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return value
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def _next_code(prefix: str) -> str:
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"""Build a compact unique code for generated report records."""
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return f"{prefix}-{utc_now():%Y%m%d%H%M%S%f}"
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def _rate(numerator: int | Decimal, denominator: int | Decimal) -> float:
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"""Return a rounded percentage rate, using zero when the denominator is empty."""
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if not denominator:
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return 0.0
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return round(float(numerator) / float(denominator) * 100, 2)
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def _as_decimal(value: Decimal | int | float | None) -> Decimal:
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return Decimal(str(value or 0))
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class ReportQueryMixin:
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def _count(self, model: type, *conditions: Any) -> int:
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stmt = select(func.count()).select_from(model)
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for condition in conditions:
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stmt = stmt.where(condition)
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return int(self.db.execute(stmt).scalar() or 0)
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def _sum(self, column: Any, *conditions: Any) -> Decimal:
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stmt = select(func.sum(column))
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for condition in conditions:
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stmt = stmt.where(condition)
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return _as_decimal(self.db.execute(stmt).scalar())
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def _avg(self, column: Any, *conditions: Any) -> float:
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stmt = select(func.avg(column))
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for condition in conditions:
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stmt = stmt.where(condition)
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value = self.db.execute(stmt).scalar()
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return round(float(value or 0), 2)
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def _group_counts(self, model: type, column: Any, *conditions: Any) -> dict[str, int]:
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stmt = select(column, func.count()).select_from(model)
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for condition in conditions:
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stmt = stmt.where(condition)
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stmt = stmt.group_by(column)
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return {
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str(key or ReportStatus.UNKNOWN): int(count)
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for key, count in self.db.execute(stmt).all()
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}
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def _records(
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self,
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model: type,
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*conditions: Any,
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limit: int = 10,
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order_by: Any | None = None,
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) -> list[Any]:
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stmt = select(model)
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for condition in conditions:
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stmt = stmt.where(condition)
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if order_by is not None:
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stmt = stmt.order_by(order_by)
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else:
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stmt = stmt.order_by(model.id.desc())
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return list(self.db.execute(stmt.limit(bounded_limit(limit))).scalars())
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95
app/modules/reports/services/delivery.py
Normal file
95
app/modules/reports/services/delivery.py
Normal file
@@ -0,0 +1,95 @@
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from app.modules.audit.constants import AuditAction, AuditSource
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from app.modules.audit.schemas import AuditLogCreate
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from app.modules.audit.service import AuditService
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from app.modules.events.constants import (
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EventAggregateType,
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EventPayloadKey,
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EventSource,
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EventType,
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)
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from app.modules.events.services import EventService
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from app.modules.feishu.service import FeishuService
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from app.modules.reports.constants import (
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ReportPushStatus,
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ReportResponseKey,
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)
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class ReportDeliveryMixin:
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def push_report(
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self,
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report: dict,
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receive_id: str | None,
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receive_id_type: str,
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actor: str,
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push_run_code: str | None = None,
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) -> dict:
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report_type = str(report.get(ReportResponseKey.REPORT_TYPE) or report.get("type") or "report")
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title = report.get(ReportResponseKey.TITLE)
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push_run = (
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self._get_push_run(push_run_code)
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if push_run_code
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else self.create_push_run(
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report_type=report_type,
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title=title,
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receive_id=receive_id,
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receive_id_type=receive_id_type,
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actor=actor,
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)
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)
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card = FeishuService.build_basic_card(
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report[ReportResponseKey.TITLE],
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report[ReportResponseKey.LINES],
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)
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try:
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result = FeishuService(self.db).send_card(card, receive_id, receive_id_type, actor)
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except Exception as exc:
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failed_run = self.update_push_run(
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push_run.code,
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ReportPushStatus.FAILED,
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error_message=str(exc),
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)
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EventService(self.db).emit(
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event_type=EventType.REPORT_PUSH_FAILED,
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source=EventSource.REPORTS,
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aggregate_type=EventAggregateType.REPORT_PUSH_RUN,
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aggregate_id=failed_run.code,
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actor=actor,
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payload={
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EventPayloadKey.CODE: failed_run.code,
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EventPayloadKey.STATUS: failed_run.status,
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EventPayloadKey.ERROR_MESSAGE: failed_run.error_message,
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},
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idempotency_key=f"report-push:{failed_run.code}:{failed_run.status}",
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)
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raise
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success_run = self.update_push_run(
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push_run.code,
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ReportPushStatus.SUCCESS,
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provider_response=result,
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sent=True,
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)
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EventService(self.db).emit(
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event_type=EventType.REPORT_PUSH_SUCCEEDED,
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source=EventSource.REPORTS,
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aggregate_type=EventAggregateType.REPORT_PUSH_RUN,
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aggregate_id=success_run.code,
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actor=actor,
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payload={
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EventPayloadKey.CODE: success_run.code,
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EventPayloadKey.STATUS: success_run.status,
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},
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idempotency_key=f"report-push:{success_run.code}:{success_run.status}",
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)
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AuditService(self.db).log(
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AuditLogCreate(
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actor=actor,
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source=AuditSource.REPORTS,
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action=AuditAction.REPORT_PUSH,
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target_id=push_run.code,
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response_payload={"status": ReportPushStatus.SUCCESS},
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)
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)
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return result
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194
app/modules/reports/services/enterprise.py
Normal file
194
app/modules/reports/services/enterprise.py
Normal file
@@ -0,0 +1,194 @@
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from datetime import date
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from typing import Any
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from app.core.constants import ActorValue
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from app.modules.audit.constants import AuditAction, AuditSource, AuditTargetType
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from app.modules.audit.schemas import AuditLogCreate
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from app.modules.audit.service import AuditService
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from app.modules.business.models import (
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PerformanceMetric,
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)
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from app.modules.events.constants import (
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EventAggregateType,
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EventPayloadKey,
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EventSource,
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EventType,
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)
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from app.modules.events.services import EventService
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from app.modules.reports.constants import (
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EnterpriseAnalyticsKey,
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LifecycleResponseKey,
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LifecycleSection,
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MetricKey,
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ReportStatus,
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ReportText,
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ReportTitle,
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)
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from app.modules.reports.services.common import _json_safe, _money, _next_code, _rate
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class ReportEnterpriseAnalyticsMixin:
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def enterprise_analytics(
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self,
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project_code: str | None = None,
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owner: str | None = None,
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period_start: date | None = None,
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period_end: date | None = None,
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actor: str = ActorValue.API,
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) -> dict[str, Any]:
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"""Build V3 read-only finance, procurement, performance, and operations analytics."""
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code = _next_code("ANALYTICS")
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lifecycle = self.project_lifecycle_report(
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project_code=project_code,
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owner=owner,
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period_start=period_start,
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period_end=period_end,
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include_ai=False,
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actor=actor,
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)
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metrics = lifecycle[LifecycleResponseKey.METRICS]
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projects = metrics[LifecycleSection.PROJECTS]
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procurements = metrics[LifecycleSection.PROCUREMENTS]
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expenses = metrics[LifecycleSection.EXPENSES]
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funds = metrics[LifecycleSection.FUNDS]
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tasks = metrics[LifecycleSection.TASKS]
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risks = metrics[LifecycleSection.RISKS]
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health = metrics[LifecycleSection.HEALTH]
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finance = {
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MetricKey.BUDGET_TOTAL: projects[MetricKey.BUDGET_TOTAL],
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MetricKey.ACTUAL_TOTAL: projects[MetricKey.ACTUAL_TOTAL],
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MetricKey.BUDGET_USAGE_RATE: projects[MetricKey.BUDGET_USAGE_RATE],
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MetricKey.CURRENT_BALANCE_TOTAL: funds[MetricKey.CURRENT_BALANCE_TOTAL],
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MetricKey.NET_POSITION: funds[MetricKey.NET_POSITION],
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MetricKey.RISK_ACCOUNTS: funds[MetricKey.RISK_ACCOUNTS],
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MetricKey.PAYMENT_EXPOSURE: (
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procurements[MetricKey.ACTUAL_TOTAL] + expenses[MetricKey.AMOUNT_TOTAL]
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),
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}
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procurement = {
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MetricKey.TOTAL: procurements[MetricKey.TOTAL],
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MetricKey.PENDING_APPROVAL: procurements[MetricKey.PENDING_APPROVAL],
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MetricKey.PENDING_DELIVERY: procurements[MetricKey.PENDING_DELIVERY],
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MetricKey.UNPAID: procurements[MetricKey.UNPAID],
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MetricKey.EXPECTED_TOTAL: procurements[MetricKey.EXPECTED_TOTAL],
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MetricKey.ACTUAL_TOTAL: procurements[MetricKey.ACTUAL_TOTAL],
|
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MetricKey.DELIVERY_RISK: procurements[MetricKey.PENDING_DELIVERY],
|
||||
}
|
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performance = self._enterprise_performance_stats()
|
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operations = {
|
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MetricKey.READINESS_SCORE: health[MetricKey.SCORE],
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MetricKey.LEVEL: health[MetricKey.LEVEL],
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||||
MetricKey.COMPLETION_RATE: tasks[MetricKey.COMPLETION_RATE],
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MetricKey.OVERDUE_TASKS: risks[MetricKey.OVERDUE_TASKS],
|
||||
MetricKey.DELAYED_PROJECTS: risks[MetricKey.DELAYED_PROJECTS],
|
||||
MetricKey.OVER_BUDGET_PROJECTS: risks[MetricKey.OVER_BUDGET_PROJECTS],
|
||||
MetricKey.OPEN_EVENTS: risks[MetricKey.OPEN_EVENTS],
|
||||
MetricKey.HIGH_EVENTS: risks[MetricKey.HIGH_EVENTS],
|
||||
}
|
||||
recommendations = lifecycle[LifecycleResponseKey.RECOMMENDATIONS]
|
||||
lines = self._enterprise_analytics_lines(
|
||||
lifecycle[LifecycleResponseKey.FILTERS],
|
||||
finance,
|
||||
procurement,
|
||||
performance,
|
||||
operations,
|
||||
recommendations,
|
||||
)
|
||||
report = _json_safe(
|
||||
{
|
||||
EnterpriseAnalyticsKey.CODE: code,
|
||||
EnterpriseAnalyticsKey.TITLE: ReportTitle.ENTERPRISE_ANALYTICS,
|
||||
EnterpriseAnalyticsKey.FILTERS: lifecycle[LifecycleResponseKey.FILTERS],
|
||||
EnterpriseAnalyticsKey.FINANCE: finance,
|
||||
EnterpriseAnalyticsKey.PROCUREMENT: procurement,
|
||||
EnterpriseAnalyticsKey.PERFORMANCE: performance,
|
||||
EnterpriseAnalyticsKey.OPERATIONS: operations,
|
||||
EnterpriseAnalyticsKey.RECOMMENDATIONS: recommendations,
|
||||
EnterpriseAnalyticsKey.LINES: lines,
|
||||
EnterpriseAnalyticsKey.CONTENT: "\n".join(lines),
|
||||
}
|
||||
)
|
||||
AuditService(self.db).log(
|
||||
AuditLogCreate(
|
||||
actor=actor,
|
||||
source=AuditSource.REPORTS,
|
||||
action=AuditAction.ENTERPRISE_ANALYTICS,
|
||||
target_type=AuditTargetType.ENTERPRISE_ANALYTICS,
|
||||
target_id=code,
|
||||
response_payload=report,
|
||||
)
|
||||
)
|
||||
EventService(self.db).emit(
|
||||
event_type=EventType.ENTERPRISE_ANALYTICS_GENERATED,
|
||||
source=EventSource.ANALYTICS,
|
||||
aggregate_type=EventAggregateType.ENTERPRISE_ANALYTICS,
|
||||
aggregate_id=code,
|
||||
actor=actor,
|
||||
payload={
|
||||
EventPayloadKey.CODE: code,
|
||||
EventPayloadKey.STATUS: ReportStatus.GENERATED,
|
||||
},
|
||||
idempotency_key=f"enterprise-analytics:{code}",
|
||||
dispatch=True,
|
||||
)
|
||||
return report
|
||||
|
||||
def _enterprise_performance_stats(self) -> dict[str, Any]:
|
||||
total = self._count(PerformanceMetric)
|
||||
confirmed = self._count(PerformanceMetric, PerformanceMetric.confirmed_score.is_not(None))
|
||||
return {
|
||||
MetricKey.TOTAL: total,
|
||||
MetricKey.CONFIRMED: confirmed,
|
||||
MetricKey.CONFIRMED_RATE: _rate(confirmed, total),
|
||||
MetricKey.AVERAGE_AUTO_SCORE: self._avg(PerformanceMetric.auto_score),
|
||||
MetricKey.AVERAGE_CONFIRMED_SCORE: self._avg(PerformanceMetric.confirmed_score),
|
||||
MetricKey.WEIGHT_TOTAL: self._sum(PerformanceMetric.weight),
|
||||
MetricKey.BY_STATUS: self._group_counts(PerformanceMetric, PerformanceMetric.status),
|
||||
}
|
||||
|
||||
def _enterprise_analytics_lines(
|
||||
self,
|
||||
filters: dict[str, Any],
|
||||
finance: dict[str, Any],
|
||||
procurement: dict[str, Any],
|
||||
performance: dict[str, Any],
|
||||
operations: 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
|
||||
)
|
||||
lines = [
|
||||
f"- 范围:{scope}",
|
||||
(
|
||||
f"- 财务:预算 {_money(finance[MetricKey.BUDGET_TOTAL])},"
|
||||
f"实际 {_money(finance[MetricKey.ACTUAL_TOTAL])},"
|
||||
f"净头寸 {_money(finance[MetricKey.NET_POSITION])},"
|
||||
f"支付暴露 {_money(finance[MetricKey.PAYMENT_EXPOSURE])}"
|
||||
),
|
||||
(
|
||||
f"- 采购:总数 {procurement[MetricKey.TOTAL]},"
|
||||
f"待审批 {procurement[MetricKey.PENDING_APPROVAL]},"
|
||||
f"待交付 {procurement[MetricKey.PENDING_DELIVERY]},"
|
||||
f"未付款 {procurement[MetricKey.UNPAID]}"
|
||||
),
|
||||
(
|
||||
f"- 绩效:指标 {performance[MetricKey.TOTAL]},"
|
||||
f"已确认 {performance[MetricKey.CONFIRMED]},"
|
||||
f"确认率 {performance[MetricKey.CONFIRMED_RATE]}%,"
|
||||
f"平均自动分 {performance[MetricKey.AVERAGE_AUTO_SCORE]}"
|
||||
),
|
||||
(
|
||||
f"- 运营:准备度 {operations[MetricKey.READINESS_SCORE]},"
|
||||
f"任务完成率 {operations[MetricKey.COMPLETION_RATE]}%,"
|
||||
f"逾期任务 {operations[MetricKey.OVERDUE_TASKS]},"
|
||||
f"打开风险 {operations[MetricKey.OPEN_EVENTS]}"
|
||||
),
|
||||
ReportText.ACTION_HEADER,
|
||||
]
|
||||
lines.extend(f" - {item}" for item in recommendations)
|
||||
return lines
|
||||
15
app/modules/reports/services/lifecycle/__init__.py
Normal file
15
app/modules/reports/services/lifecycle/__init__.py
Normal file
@@ -0,0 +1,15 @@
|
||||
from app.modules.reports.services.lifecycle.filters import ReportLifecycleFilterMixin
|
||||
from app.modules.reports.services.lifecycle.health import ReportLifecycleHealthMixin
|
||||
from app.modules.reports.services.lifecycle.rendering import ReportLifecycleRenderingMixin
|
||||
from app.modules.reports.services.lifecycle.report import ReportLifecycleReportMixin
|
||||
from app.modules.reports.services.lifecycle.stats import ReportLifecycleStatsMixin
|
||||
|
||||
|
||||
class ReportLifecycleMixin(
|
||||
ReportLifecycleReportMixin,
|
||||
ReportLifecycleRenderingMixin,
|
||||
ReportLifecycleHealthMixin,
|
||||
ReportLifecycleStatsMixin,
|
||||
ReportLifecycleFilterMixin,
|
||||
):
|
||||
"""Project lifecycle report composition and supporting calculations."""
|
||||
87
app/modules/reports/services/lifecycle/filters.py
Normal file
87
app/modules/reports/services/lifecycle/filters.py
Normal file
@@ -0,0 +1,87 @@
|
||||
from datetime import date, datetime
|
||||
from typing import Any
|
||||
|
||||
from sqlalchemy import or_
|
||||
|
||||
from app.modules.business.models import (
|
||||
AttendanceRecord,
|
||||
Expense,
|
||||
Procurement,
|
||||
Project,
|
||||
RiskEvent,
|
||||
WorkTask,
|
||||
)
|
||||
from app.modules.reports.constants import (
|
||||
LifecycleFilterKey,
|
||||
LifecycleSection,
|
||||
)
|
||||
|
||||
|
||||
class ReportLifecycleFilterMixin:
|
||||
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,
|
||||
}
|
||||
138
app/modules/reports/services/lifecycle/health.py
Normal file
138
app/modules/reports/services/lifecycle/health.py
Normal file
@@ -0,0 +1,138 @@
|
||||
from datetime import date
|
||||
from typing import Any
|
||||
|
||||
|
||||
from app.modules.business.constants import (
|
||||
DONE_STATUSES,
|
||||
PROJECT_CLOSED_STATUSES,
|
||||
)
|
||||
from app.modules.business.models import (
|
||||
Project,
|
||||
WorkTask,
|
||||
)
|
||||
from app.modules.business.service import serialize_model
|
||||
from app.modules.reports.constants import (
|
||||
ATTENTION_SCORE_THRESHOLD,
|
||||
HEALTH_PENALTY_WEIGHTS,
|
||||
HEALTH_SCORE_MAX,
|
||||
HEALTH_SCORE_MIN,
|
||||
HEALTHY_SCORE_THRESHOLD,
|
||||
HealthLevel,
|
||||
LifecycleAttentionKey,
|
||||
MetricKey,
|
||||
ReportText,
|
||||
)
|
||||
|
||||
|
||||
class ReportLifecycleHealthMixin:
|
||||
def _lifecycle_health(
|
||||
self,
|
||||
projects: dict[str, Any],
|
||||
tasks: dict[str, Any],
|
||||
risks: dict[str, Any],
|
||||
suppliers: dict[str, Any],
|
||||
include_global_risk: bool,
|
||||
) -> dict[str, Any]:
|
||||
penalty = (
|
||||
risks[MetricKey.OVERDUE_TASKS] * HEALTH_PENALTY_WEIGHTS[MetricKey.OVERDUE_TASKS]
|
||||
+ risks[MetricKey.DELAYED_PROJECTS]
|
||||
* HEALTH_PENALTY_WEIGHTS[MetricKey.DELAYED_PROJECTS]
|
||||
+ risks[MetricKey.OVER_BUDGET_PROJECTS]
|
||||
* HEALTH_PENALTY_WEIGHTS[MetricKey.OVER_BUDGET_PROJECTS]
|
||||
+ risks[MetricKey.EXTERNAL_HIGH_EVENTS]
|
||||
* HEALTH_PENALTY_WEIGHTS[MetricKey.EXTERNAL_HIGH_EVENTS]
|
||||
+ max(
|
||||
HEALTH_SCORE_MIN,
|
||||
projects[MetricKey.BUDGET_USAGE_RATE] - HEALTH_SCORE_MAX,
|
||||
)
|
||||
* HEALTH_PENALTY_WEIGHTS[MetricKey.BUDGET_USAGE_RATE]
|
||||
+ (HEALTH_SCORE_MAX - tasks[MetricKey.COMPLETION_RATE])
|
||||
* HEALTH_PENALTY_WEIGHTS[MetricKey.COMPLETION_RATE]
|
||||
)
|
||||
if include_global_risk:
|
||||
penalty += suppliers[MetricKey.BLACKLISTED] * HEALTH_PENALTY_WEIGHTS[
|
||||
MetricKey.BLACKLISTED
|
||||
]
|
||||
score = max(
|
||||
HEALTH_SCORE_MIN,
|
||||
min(HEALTH_SCORE_MAX, round(HEALTH_SCORE_MAX - penalty, 2)),
|
||||
)
|
||||
if score >= HEALTHY_SCORE_THRESHOLD:
|
||||
level = HealthLevel.HEALTHY
|
||||
elif score >= ATTENTION_SCORE_THRESHOLD:
|
||||
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],
|
||||
include_global_risk: bool,
|
||||
) -> 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 include_global_risk and funds[MetricKey.RISK_ACCOUNTS]:
|
||||
recommendations.append(ReportText.RECOMMEND_FUNDS)
|
||||
if include_global_risk and suppliers[MetricKey.RISKY]:
|
||||
recommendations.append(ReportText.RECOMMEND_SUPPLIERS)
|
||||
if not recommendations:
|
||||
recommendations.append(ReportText.RECOMMEND_STABLE)
|
||||
return [str(item) for item in recommendations]
|
||||
97
app/modules/reports/services/lifecycle/rendering.py
Normal file
97
app/modules/reports/services/lifecycle/rendering.py
Normal file
@@ -0,0 +1,97 @@
|
||||
from typing import Any
|
||||
|
||||
|
||||
from app.modules.reports.constants import (
|
||||
LifecycleResponseKey,
|
||||
LifecycleSection,
|
||||
MetricKey,
|
||||
ReportText,
|
||||
)
|
||||
from app.modules.reports.services.common import _json_safe, _money
|
||||
|
||||
|
||||
class ReportLifecycleRenderingMixin:
|
||||
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})
|
||||
94
app/modules/reports/services/lifecycle/report.py
Normal file
94
app/modules/reports/services/lifecycle/report.py
Normal file
@@ -0,0 +1,94 @@
|
||||
from datetime import date
|
||||
from typing import Any
|
||||
|
||||
|
||||
from app.core.constants import ActorValue
|
||||
from app.modules.reports.constants import (
|
||||
LifecycleFilterKey,
|
||||
LifecycleResponseKey,
|
||||
LifecycleSection,
|
||||
ReportTitle,
|
||||
)
|
||||
from app.modules.reports.services.common import _json_safe
|
||||
|
||||
|
||||
class ReportLifecycleReportMixin:
|
||||
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,
|
||||
)
|
||||
include_global_risk = not (project_code or owner)
|
||||
health = self._lifecycle_health(
|
||||
project_stats,
|
||||
task_stats,
|
||||
risk_stats,
|
||||
supplier_stats,
|
||||
include_global_risk,
|
||||
)
|
||||
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,
|
||||
include_global_risk,
|
||||
)
|
||||
|
||||
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
|
||||
270
app/modules/reports/services/lifecycle/stats.py
Normal file
270
app/modules/reports/services/lifecycle/stats.py
Normal file
@@ -0,0 +1,270 @@
|
||||
from datetime import date
|
||||
from typing import Any
|
||||
|
||||
|
||||
from app.modules.business.constants import (
|
||||
ATTENDANCE_ABNORMAL_STATUSES,
|
||||
DONE_STATUSES,
|
||||
GENERATED_RISK_EVENT_TYPES,
|
||||
PROJECT_CLOSED_STATUSES,
|
||||
PENDING_APPROVAL_STATUSES,
|
||||
SUPPLIER_RISK_LEVELS,
|
||||
RiskLevel,
|
||||
StatusValue,
|
||||
)
|
||||
from app.modules.business.models import (
|
||||
AttendanceRecord,
|
||||
Expense,
|
||||
FundAccount,
|
||||
Procurement,
|
||||
Project,
|
||||
RiskEvent,
|
||||
Supplier,
|
||||
WorkTask,
|
||||
)
|
||||
from app.modules.reports.constants import (
|
||||
LIFECYCLE_RISK_SCORE_WEIGHTS,
|
||||
MetricKey,
|
||||
)
|
||||
from app.modules.reports.services.common import _rate
|
||||
from app.modules.risk.constants import risk_level_for_score
|
||||
|
||||
|
||||
class ReportLifecycleStatsMixin:
|
||||
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,
|
||||
)
|
||||
external_open_events = self._count(
|
||||
RiskEvent,
|
||||
RiskEvent.status == StatusValue.OPEN,
|
||||
RiskEvent.risk_type.notin_(GENERATED_RISK_EVENT_TYPES),
|
||||
*risk_conditions,
|
||||
)
|
||||
external_high_events = self._count(
|
||||
RiskEvent,
|
||||
RiskEvent.status == StatusValue.OPEN,
|
||||
RiskEvent.risk_level == RiskLevel.HIGH,
|
||||
RiskEvent.risk_type.notin_(GENERATED_RISK_EVENT_TYPES),
|
||||
*risk_conditions,
|
||||
)
|
||||
risk_score = (
|
||||
overdue_tasks * LIFECYCLE_RISK_SCORE_WEIGHTS[MetricKey.OVERDUE_TASKS]
|
||||
+ delayed_projects * LIFECYCLE_RISK_SCORE_WEIGHTS[MetricKey.DELAYED_PROJECTS]
|
||||
+ over_budget_projects * LIFECYCLE_RISK_SCORE_WEIGHTS[MetricKey.OVER_BUDGET_PROJECTS]
|
||||
+ external_open_events * LIFECYCLE_RISK_SCORE_WEIGHTS[MetricKey.EXTERNAL_OPEN_EVENTS]
|
||||
+ external_high_events * LIFECYCLE_RISK_SCORE_WEIGHTS[MetricKey.EXTERNAL_HIGH_EVENTS]
|
||||
)
|
||||
return {
|
||||
MetricKey.RISK_LEVEL: risk_level_for_score(risk_score),
|
||||
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.EXTERNAL_OPEN_EVENTS: external_open_events,
|
||||
MetricKey.EXTERNAL_HIGH_EVENTS: external_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,
|
||||
),
|
||||
}
|
||||
97
app/modules/reports/services/push_runs.py
Normal file
97
app/modules/reports/services/push_runs.py
Normal file
@@ -0,0 +1,97 @@
|
||||
from typing import Any
|
||||
|
||||
from fastapi import HTTPException, status
|
||||
from sqlalchemy import select
|
||||
|
||||
from app.core.http.pagination import bounded_limit
|
||||
from app.core.utils.time import utc_now
|
||||
from app.modules.business.models import (
|
||||
ReportPushRun,
|
||||
)
|
||||
from app.modules.business.service import serialize_model
|
||||
from app.modules.reports.constants import (
|
||||
ReportErrorDetail,
|
||||
ReportPushStatus,
|
||||
)
|
||||
|
||||
from app.modules.reports.services.common import _json_safe, _next_code
|
||||
|
||||
|
||||
class ReportPushRunMixin:
|
||||
def create_push_run(
|
||||
self,
|
||||
report_type: str,
|
||||
title: str | None,
|
||||
receive_id: str | None,
|
||||
receive_id_type: str,
|
||||
actor: str,
|
||||
status: str = ReportPushStatus.PENDING,
|
||||
) -> ReportPushRun:
|
||||
record = ReportPushRun(
|
||||
code=_next_code("PUSH"),
|
||||
report_type=report_type,
|
||||
title=title,
|
||||
receive_id=receive_id,
|
||||
receive_id_type=receive_id_type,
|
||||
status=status,
|
||||
actor=actor,
|
||||
queued_at=utc_now(),
|
||||
)
|
||||
self.db.add(record)
|
||||
self.db.commit()
|
||||
self.db.refresh(record)
|
||||
return record
|
||||
|
||||
def update_push_run(
|
||||
self,
|
||||
code: str,
|
||||
status: str,
|
||||
task_id: str | None = None,
|
||||
provider_response: dict[str, Any] | None = None,
|
||||
error_message: str | None = None,
|
||||
sent: bool = False,
|
||||
) -> ReportPushRun:
|
||||
record = self._get_push_run(code)
|
||||
record.status = status
|
||||
if task_id is not None:
|
||||
record.task_id = task_id
|
||||
if provider_response is not None:
|
||||
record.provider_response = _json_safe(provider_response)
|
||||
record.error_message = error_message
|
||||
if sent:
|
||||
record.sent_at = utc_now()
|
||||
self.db.commit()
|
||||
self.db.refresh(record)
|
||||
return record
|
||||
|
||||
def list_push_runs(
|
||||
self,
|
||||
status_filter: str | None = None,
|
||||
limit: int = 100,
|
||||
) -> list[dict[str, Any]]:
|
||||
stmt = select(ReportPushRun).order_by(ReportPushRun.id.desc()).limit(
|
||||
bounded_limit(limit)
|
||||
)
|
||||
if status_filter:
|
||||
stmt = (
|
||||
select(ReportPushRun)
|
||||
.where(ReportPushRun.status == status_filter)
|
||||
.order_by(ReportPushRun.id.desc())
|
||||
.limit(bounded_limit(limit))
|
||||
)
|
||||
return [serialize_model(item) for item in self.db.execute(stmt).scalars()]
|
||||
|
||||
def get_push_run(self, code: str) -> dict[str, Any]:
|
||||
return serialize_model(self._get_push_run(code))
|
||||
|
||||
def _get_push_run(self, code: str) -> ReportPushRun:
|
||||
|
||||
record = self.db.execute(
|
||||
select(ReportPushRun).where(ReportPushRun.code == code)
|
||||
).scalar_one_or_none()
|
||||
if record is None:
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_404_NOT_FOUND,
|
||||
detail=ReportErrorDetail.PUSH_RUN_NOT_FOUND,
|
||||
)
|
||||
return record
|
||||
26
app/modules/reports/services/service.py
Normal file
26
app/modules/reports/services/service.py
Normal file
@@ -0,0 +1,26 @@
|
||||
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.lifecycle import ReportLifecycleMixin
|
||||
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
|
||||
from app.modules.risk.services import RiskService
|
||||
|
||||
|
||||
class ReportService(
|
||||
ReportDeliveryMixin,
|
||||
ReportWorkReportMixin,
|
||||
ReportEnterpriseAnalyticsMixin,
|
||||
ReportLifecycleMixin,
|
||||
ReportSummaryMixin,
|
||||
ReportPushRunMixin,
|
||||
ReportQueryMixin,
|
||||
):
|
||||
"""Build operational reports and push them through Feishu."""
|
||||
|
||||
def __init__(self, db: Session):
|
||||
self.db = db
|
||||
self.risks = RiskService(db)
|
||||
131
app/modules/reports/services/summaries.py
Normal file
131
app/modules/reports/services/summaries.py
Normal file
@@ -0,0 +1,131 @@
|
||||
from datetime import date
|
||||
from decimal import Decimal
|
||||
from typing import Any
|
||||
|
||||
from sqlalchemy import func, select
|
||||
|
||||
from app.modules.business.constants import (
|
||||
ATTENDANCE_ABNORMAL_STATUSES,
|
||||
PROJECT_CLOSED_STATUSES,
|
||||
PENDING_APPROVAL_STATUSES,
|
||||
StatusValue,
|
||||
)
|
||||
from app.modules.business.models import (
|
||||
AttendanceRecord,
|
||||
Expense,
|
||||
FundAccount,
|
||||
Procurement,
|
||||
Project,
|
||||
WorkTask,
|
||||
)
|
||||
from app.modules.reports.constants import (
|
||||
ReportResponseKey,
|
||||
ReportTitle,
|
||||
)
|
||||
from app.modules.risk.constants import RiskSummaryKey
|
||||
|
||||
from app.modules.reports.services.common import _money
|
||||
|
||||
|
||||
class ReportSummaryMixin:
|
||||
def daily_brief(self) -> dict:
|
||||
project_count = self._count(Project)
|
||||
task_count = self._count(WorkTask)
|
||||
procurement_pending = self._count(
|
||||
Procurement,
|
||||
Procurement.approval_status.in_(PENDING_APPROVAL_STATUSES),
|
||||
)
|
||||
expense_pending = self._count(
|
||||
Expense,
|
||||
Expense.approval_status.in_(PENDING_APPROVAL_STATUSES),
|
||||
)
|
||||
fund_total = (
|
||||
self.db.execute(select(func.sum(FundAccount.current_balance))).scalar()
|
||||
or Decimal("0")
|
||||
)
|
||||
risk_summary = self.risks.summary()
|
||||
attendance = self.attendance_summary()
|
||||
lines = [
|
||||
f"- 项目总数:{project_count}",
|
||||
f"- 任务总数:{task_count}",
|
||||
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[ReportResponseKey.TOTAL]},"
|
||||
f"异常:{attendance[ReportResponseKey.ABNORMAL_TOTAL]}"
|
||||
),
|
||||
f"- 逾期任务:{len(risk_summary[RiskSummaryKey.OVERDUE_TASKS])}",
|
||||
f"- 延期项目:{len(risk_summary[RiskSummaryKey.DELAYED_PROJECTS])}",
|
||||
f"- 超预算项目:{len(risk_summary[RiskSummaryKey.OVER_BUDGET_PROJECTS])}",
|
||||
f"- 资金风险账户:{len(risk_summary[RiskSummaryKey.FUND_RISKS])}",
|
||||
f"- 供应商风险:{len(risk_summary[RiskSummaryKey.SUPPLIER_RISKS])}",
|
||||
f"- 打开风险事件:{len(risk_summary[RiskSummaryKey.OPEN_EVENTS])}",
|
||||
f"- 综合风险等级:{risk_summary[RiskSummaryKey.RISK_LEVEL]}",
|
||||
]
|
||||
return {
|
||||
ReportResponseKey.TITLE: ReportTitle.DAILY_BRIEF,
|
||||
ReportResponseKey.LINES: lines,
|
||||
ReportResponseKey.CONTENT: "\n".join(lines),
|
||||
}
|
||||
|
||||
def project_weekly(self) -> dict:
|
||||
active = self._count(
|
||||
Project,
|
||||
Project.status.notin_(PROJECT_CLOSED_STATUSES),
|
||||
)
|
||||
delayed = self.risks.delayed_projects()
|
||||
over_budget = self.risks.over_budget_projects()
|
||||
open_risks = self.risks.list_events(status_filter=StatusValue.OPEN)
|
||||
lines = [
|
||||
f"- 活跃项目:{active}",
|
||||
f"- 延期项目:{len(delayed)}",
|
||||
f"- 超预算项目:{len(over_budget)}",
|
||||
f"- 打开风险事件:{len(open_risks)}",
|
||||
"- 需要管理层关注:",
|
||||
]
|
||||
for item in delayed[:10]:
|
||||
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 {
|
||||
ReportResponseKey.TITLE: ReportTitle.PROJECT_WEEKLY,
|
||||
ReportResponseKey.LINES: lines,
|
||||
ReportResponseKey.CONTENT: "\n".join(lines),
|
||||
}
|
||||
|
||||
def attendance_summary(self, work_date: date | None = None) -> dict[str, Any]:
|
||||
"""Summarize attendance records for one business day."""
|
||||
|
||||
target_date = work_date or date.today()
|
||||
rows = self.db.execute(
|
||||
select(AttendanceRecord.status, func.count())
|
||||
.where(AttendanceRecord.work_date == target_date)
|
||||
.group_by(AttendanceRecord.status)
|
||||
).all()
|
||||
status_counts = {str(status): int(count) for status, count in rows}
|
||||
abnormal_total = sum(
|
||||
count
|
||||
for status, count in status_counts.items()
|
||||
if status in ATTENDANCE_ABNORMAL_STATUSES
|
||||
)
|
||||
total = sum(status_counts.values())
|
||||
lines = [
|
||||
f"- 日期:{target_date.isoformat()}",
|
||||
f"- 打卡记录:{total}",
|
||||
f"- 异常记录:{abnormal_total}",
|
||||
]
|
||||
for status, count in sorted(status_counts.items()):
|
||||
lines.append(f"- {status}:{count}")
|
||||
return {
|
||||
ReportResponseKey.TITLE: ReportTitle.ATTENDANCE_SUMMARY,
|
||||
ReportResponseKey.WORK_DATE: target_date.isoformat(),
|
||||
ReportResponseKey.TOTAL: total,
|
||||
ReportResponseKey.ABNORMAL_TOTAL: abnormal_total,
|
||||
ReportResponseKey.STATUS_COUNTS: status_counts,
|
||||
ReportResponseKey.LINES: lines,
|
||||
ReportResponseKey.CONTENT: "\n".join(lines),
|
||||
}
|
||||
225
app/modules/reports/services/work_reports.py
Normal file
225
app/modules/reports/services/work_reports.py
Normal file
@@ -0,0 +1,225 @@
|
||||
from datetime import date, timedelta
|
||||
from typing import Any
|
||||
|
||||
|
||||
from app.core.constants import ActorValue
|
||||
from app.modules.audit.constants import AuditSource, AuditTargetType
|
||||
from app.modules.audit.schemas import AuditLogCreate
|
||||
from app.modules.audit.service import AuditService
|
||||
from app.modules.business.constants import (
|
||||
DONE_STATUSES,
|
||||
PROJECT_CLOSED_STATUSES,
|
||||
PENDING_APPROVAL_STATUSES,
|
||||
StatusValue,
|
||||
)
|
||||
from app.modules.business.models import (
|
||||
AttendanceRecord,
|
||||
Expense,
|
||||
Procurement,
|
||||
Project,
|
||||
RiskEvent,
|
||||
WorkReport,
|
||||
WorkTask,
|
||||
)
|
||||
from app.modules.business.service import serialize_model
|
||||
from app.modules.events.constants import (
|
||||
EventAggregateType,
|
||||
EventPayloadKey,
|
||||
EventSource,
|
||||
EventType,
|
||||
)
|
||||
from app.modules.events.services import EventService
|
||||
from app.modules.reports.constants import (
|
||||
ReportResponseKey,
|
||||
ReportTitle,
|
||||
ReportType,
|
||||
WorkReportMetricKey,
|
||||
)
|
||||
from app.modules.risk.constants import RiskSummaryKey
|
||||
|
||||
from app.modules.reports.services.common import _json_safe, _next_code
|
||||
|
||||
|
||||
class ReportWorkReportMixin:
|
||||
def generate_work_report(
|
||||
self,
|
||||
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 = 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 = (
|
||||
ReportTitle.WORK_DAILY
|
||||
if report_type == ReportType.DAILY
|
||||
else ReportTitle.WORK_WEEKLY
|
||||
)
|
||||
lines = self._work_report_lines(title, start, end, metrics, risk_summary)
|
||||
report = {
|
||||
ReportResponseKey.TITLE: title,
|
||||
ReportResponseKey.REPORT_TYPE: report_type,
|
||||
ReportResponseKey.PERIOD_START: start.isoformat(),
|
||||
ReportResponseKey.PERIOD_END: end.isoformat(),
|
||||
ReportResponseKey.LINES: lines,
|
||||
ReportResponseKey.CONTENT: "\n".join(lines),
|
||||
ReportResponseKey.METRICS: metrics,
|
||||
ReportResponseKey.RISK_SUMMARY: risk_summary,
|
||||
}
|
||||
|
||||
record_data = None
|
||||
if persist:
|
||||
record = WorkReport(
|
||||
code=_next_code(f"REPORT-{report_type.upper()}"),
|
||||
report_type=report_type,
|
||||
title=title,
|
||||
reporter=reporter,
|
||||
department=department,
|
||||
project_code=project_code,
|
||||
period_start=start,
|
||||
period_end=end,
|
||||
content=report[ReportResponseKey.CONTENT],
|
||||
metrics=metrics,
|
||||
risk_summary=risk_summary,
|
||||
)
|
||||
self.db.add(record)
|
||||
self.db.commit()
|
||||
self.db.refresh(record)
|
||||
record_data = serialize_model(record)
|
||||
AuditService(self.db).log(
|
||||
AuditLogCreate(
|
||||
actor=actor,
|
||||
source=AuditSource.REPORTS,
|
||||
action=f"generate_{report_type}_report",
|
||||
target_type=AuditTargetType.WORK_REPORTS,
|
||||
target_id=str(record.id),
|
||||
response_payload=record_data,
|
||||
)
|
||||
)
|
||||
EventService(self.db).emit(
|
||||
event_type=EventType.REPORT_GENERATED,
|
||||
source=EventSource.REPORTS,
|
||||
aggregate_type=EventAggregateType.WORK_REPORT,
|
||||
aggregate_id=record.code,
|
||||
actor=actor,
|
||||
payload={
|
||||
EventPayloadKey.CODE: record.code,
|
||||
EventPayloadKey.STATUS: record.status,
|
||||
},
|
||||
idempotency_key=f"report-generated:{record.code}",
|
||||
dispatch=True,
|
||||
)
|
||||
|
||||
return {ReportResponseKey.REPORT: report, ReportResponseKey.DATA: record_data}
|
||||
|
||||
def _resolve_period(
|
||||
self,
|
||||
report_type: str,
|
||||
period_start: date | None,
|
||||
period_end: date | None,
|
||||
) -> tuple[date, date]:
|
||||
today = date.today()
|
||||
if report_type == ReportType.DAILY:
|
||||
start = period_start or period_end or today
|
||||
return start, period_end or start
|
||||
end = period_end or today
|
||||
start = period_start or end - timedelta(days=6)
|
||||
return start, end
|
||||
|
||||
def _report_metrics(
|
||||
self,
|
||||
start: date,
|
||||
end: date,
|
||||
project_code: str | None,
|
||||
department: str | None,
|
||||
) -> dict[str, Any]:
|
||||
task_filters = [
|
||||
WorkTask.due_date.is_not(None),
|
||||
WorkTask.due_date >= start,
|
||||
WorkTask.due_date <= end,
|
||||
]
|
||||
project_filters = []
|
||||
risk_filters = [RiskEvent.status == StatusValue.OPEN]
|
||||
procurement_filters = [
|
||||
Procurement.approval_status.in_(PENDING_APPROVAL_STATUSES),
|
||||
]
|
||||
expense_filters = [
|
||||
Expense.approval_status.in_(PENDING_APPROVAL_STATUSES),
|
||||
]
|
||||
attendance_filters = [
|
||||
AttendanceRecord.work_date >= start,
|
||||
AttendanceRecord.work_date <= end,
|
||||
]
|
||||
if project_code:
|
||||
project_filters.append(Project.code == project_code)
|
||||
task_filters.append(WorkTask.project_code == project_code)
|
||||
procurement_filters.append(Procurement.project_code == project_code)
|
||||
expense_filters.append(Expense.project_code == project_code)
|
||||
attendance_filters.append(AttendanceRecord.project_code == project_code)
|
||||
risk_filters.append(RiskEvent.project_code == project_code)
|
||||
if department:
|
||||
expense_filters.append(Expense.department == department)
|
||||
attendance_filters.append(AttendanceRecord.department == department)
|
||||
|
||||
completed_tasks = self._count(WorkTask, WorkTask.status.in_(DONE_STATUSES), *task_filters)
|
||||
overdue_tasks = self._count(
|
||||
WorkTask,
|
||||
WorkTask.due_date < date.today(),
|
||||
WorkTask.status.notin_(DONE_STATUSES),
|
||||
*task_filters,
|
||||
)
|
||||
return {
|
||||
WorkReportMetricKey.PROJECTS_TOTAL: self._count(Project, *project_filters),
|
||||
WorkReportMetricKey.ACTIVE_PROJECTS: self._count(
|
||||
Project,
|
||||
Project.status.notin_(PROJECT_CLOSED_STATUSES),
|
||||
*project_filters,
|
||||
),
|
||||
WorkReportMetricKey.TASKS_TOTAL: self._count(WorkTask, *task_filters),
|
||||
WorkReportMetricKey.TASKS_COMPLETED: completed_tasks,
|
||||
WorkReportMetricKey.TASKS_OVERDUE: overdue_tasks,
|
||||
WorkReportMetricKey.PROCUREMENTS_PENDING: self._count(
|
||||
Procurement,
|
||||
*procurement_filters,
|
||||
),
|
||||
WorkReportMetricKey.EXPENSES_PENDING: self._count(Expense, *expense_filters),
|
||||
WorkReportMetricKey.ATTENDANCE_TOTAL: self._count(
|
||||
AttendanceRecord,
|
||||
*attendance_filters,
|
||||
),
|
||||
WorkReportMetricKey.OPEN_RISK_EVENTS: self._count(RiskEvent, *risk_filters),
|
||||
}
|
||||
|
||||
def _work_report_lines(
|
||||
self,
|
||||
title: str,
|
||||
start: date,
|
||||
end: date,
|
||||
metrics: dict[str, Any],
|
||||
risk_summary: dict[str, Any],
|
||||
) -> list[str]:
|
||||
return [
|
||||
f"- 报告:{title}",
|
||||
f"- 周期:{start.isoformat()} 至 {end.isoformat()}",
|
||||
(
|
||||
f"- 项目:总数 {metrics[WorkReportMetricKey.PROJECTS_TOTAL]},"
|
||||
f"活跃 {metrics[WorkReportMetricKey.ACTIVE_PROJECTS]}"
|
||||
),
|
||||
(
|
||||
f"- 任务:总数 {metrics[WorkReportMetricKey.TASKS_TOTAL]},"
|
||||
f"完成 {metrics[WorkReportMetricKey.TASKS_COMPLETED]}"
|
||||
),
|
||||
f"- 逾期任务:{metrics[WorkReportMetricKey.TASKS_OVERDUE]}",
|
||||
f"- 待处理采购:{metrics[WorkReportMetricKey.PROCUREMENTS_PENDING]}",
|
||||
f"- 待处理费用:{metrics[WorkReportMetricKey.EXPENSES_PENDING]}",
|
||||
f"- 打卡记录:{metrics[WorkReportMetricKey.ATTENDANCE_TOTAL]}",
|
||||
f"- 打开风险事件:{metrics[WorkReportMetricKey.OPEN_RISK_EVENTS]}",
|
||||
f"- 综合风险等级:{risk_summary[RiskSummaryKey.RISK_LEVEL]}",
|
||||
]
|
||||
Reference in New Issue
Block a user