company-ai-platform/app/modules/reports/services/enterprise.py

from datetime import date
from typing import Any


from app.core.constants import ActorValue
from app.modules.audit.constants import AuditAction, AuditSource, AuditTargetType
from app.modules.audit.schemas import AuditLogCreate
from app.modules.audit.service import AuditService
from app.modules.business.models import (
    PerformanceMetric,
)
from app.modules.events.constants import (
    EventAggregateType,
    EventPayloadKey,
    EventSource,
    EventType,
)
from app.modules.events.services import EventService
from app.modules.reports.constants import (
    EnterpriseAnalyticsKey,
    LifecycleResponseKey,
    LifecycleSection,
    MetricKey,
    ReportStatus,
    ReportText,
    ReportTitle,
)

from app.modules.reports.services.common import _json_safe, _money, _next_code, _rate


class ReportEnterpriseAnalyticsMixin:
    def enterprise_analytics(
        self,
        project_code: str | None = None,
        owner: str | None = None,
        period_start: date | None = None,
        period_end: date | None = None,
        actor: str = ActorValue.API,
    ) -> dict[str, Any]:
        """Build V3 read-only finance, procurement, performance, and operations analytics."""

        code = _next_code("ANALYTICS")
        lifecycle = self.project_lifecycle_report(
            project_code=project_code,
            owner=owner,
            period_start=period_start,
            period_end=period_end,
            include_ai=False,
            actor=actor,
        )
        metrics = lifecycle[LifecycleResponseKey.METRICS]
        projects = metrics[LifecycleSection.PROJECTS]
        procurements = metrics[LifecycleSection.PROCUREMENTS]
        expenses = metrics[LifecycleSection.EXPENSES]
        funds = metrics[LifecycleSection.FUNDS]
        tasks = metrics[LifecycleSection.TASKS]
        risks = metrics[LifecycleSection.RISKS]
        health = metrics[LifecycleSection.HEALTH]
        finance = {
            MetricKey.BUDGET_TOTAL: projects[MetricKey.BUDGET_TOTAL],
            MetricKey.ACTUAL_TOTAL: projects[MetricKey.ACTUAL_TOTAL],
            MetricKey.BUDGET_USAGE_RATE: projects[MetricKey.BUDGET_USAGE_RATE],
            MetricKey.CURRENT_BALANCE_TOTAL: funds[MetricKey.CURRENT_BALANCE_TOTAL],
            MetricKey.NET_POSITION: funds[MetricKey.NET_POSITION],
            MetricKey.RISK_ACCOUNTS: funds[MetricKey.RISK_ACCOUNTS],
            MetricKey.PAYMENT_EXPOSURE: (
                procurements[MetricKey.ACTUAL_TOTAL] + expenses[MetricKey.AMOUNT_TOTAL]
            ),
        }
        procurement = {
            MetricKey.TOTAL: procurements[MetricKey.TOTAL],
            MetricKey.PENDING_APPROVAL: procurements[MetricKey.PENDING_APPROVAL],
            MetricKey.PENDING_DELIVERY: procurements[MetricKey.PENDING_DELIVERY],
            MetricKey.UNPAID: procurements[MetricKey.UNPAID],
            MetricKey.EXPECTED_TOTAL: procurements[MetricKey.EXPECTED_TOTAL],
            MetricKey.ACTUAL_TOTAL: procurements[MetricKey.ACTUAL_TOTAL],
            MetricKey.DELIVERY_RISK: procurements[MetricKey.PENDING_DELIVERY],
        }
        performance = self._enterprise_performance_stats()
        operations = {
            MetricKey.READINESS_SCORE: health[MetricKey.SCORE],
            MetricKey.LEVEL: health[MetricKey.LEVEL],
            MetricKey.COMPLETION_RATE: tasks[MetricKey.COMPLETION_RATE],
            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