Files
company-ai-platform/app/modules/reports/service.py
JiuContinent d82116d637 ```
feat(ai_agent): 新增openclaw_hermes混合AI适配器

新增OpenClawHermesAdapter适配器,结合Hermes记忆功能和OpenClaw执行能力,
实现AI问答流程中的记忆召回、执行操作和记忆存储的完整闭环。
同时更新NoopAdapter提示信息,添加新的模型提供商选项。

feat(business): 新增考勤、工作报告和风险事件业务模型

新增AttendanceRecord、WorkReport、RiskEvent和LegacySyncRun四个业务模型,
扩展业务领域注册表,支持考勤管理、工作报告生成和风险事件跟踪等核心业务功能。

feat(reports): 实现考勤汇总和工作日报周报生成功能

新增attendance_summary方法用于统计每日考勤情况,
新增generate_work_report方法用于生成日/周经营报告,
包含任务完成情况、待处理事项和风险指标等综合信息。

feat(risk): 扩展风险管理API端点和供应商风险检测

新增供应商风险查询端点和风险事件管理端点,
提供风险事件列表查询和自动生成功能,
增强供应商风险评估能力。

feat(feishu): 添加考勤查询命令和风险摘要增强

集成考勤汇总查询功能到飞书命令系统,
在风险摘要中添加供应商风险和开放风险事件统计,
丰富日常经营管理信息展示。

refactor(service): 优化业务服务数据验证和类型转换

重构_model_payload函数实现数据验证和类型转换,
添加列值类型强制转换逻辑,提高API数据处理的准确性和安全性。

build(deps): 添加postgresql数据库驱动依赖

在Dockerfile中添加psycopg[binary]==3.2.3依赖包,
支持PostgreSQL数据库连接和操作。

chore(config): 更新.gitignore文件排除备份和迁移目录

在.gitignore中添加AGENTS.md.bak-*和migration/目录排除规则,
避免备份文件和本地迁移工作区被提交到版本控制系统。
```
2026-06-24 10:30:59 +08:00

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from datetime import date, datetime, timedelta
from decimal import Decimal
from typing import Any
from sqlalchemy import func, select
from sqlalchemy.orm import Session
from app.modules.audit.schemas import AuditLogCreate
from app.modules.audit.service import AuditService
from app.modules.business.models import (
AttendanceRecord,
Expense,
FundAccount,
Procurement,
Project,
RiskEvent,
WorkReport,
WorkTask,
)
from app.modules.business.service import serialize_model
from app.modules.feishu.service import FeishuService
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."""
amount = Decimal(value or 0)
return f"{amount:,.2f}"
def _json_safe(value: Any) -> Any:
"""Convert nested report payloads into JSON-storable values."""
if isinstance(value, Decimal):
return float(value)
if isinstance(value, (datetime, date)):
return value.isoformat()
if isinstance(value, list):
return [_json_safe(item) for item in value]
if isinstance(value, dict):
return {key: _json_safe(item) for key, item in value.items()}
return value
def _next_code(prefix: str) -> str:
"""Build a compact unique code for generated report records."""
return f"{prefix}-{datetime.utcnow():%Y%m%d%H%M%S%f}"
class ReportService:
"""Build operational reports and push them through Feishu."""
def __init__(self, db: Session):
self.db = db
self.risks = RiskService(db)
def _count(self, model: type, *conditions: Any) -> int:
stmt = select(func.count()).select_from(model)
for condition in conditions:
stmt = stmt.where(condition)
return int(self.db.execute(stmt).scalar() or 0)
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['total']},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'])}",
f"- 资金风险账户:{len(risk_summary['fund_risks'])}",
f"- 供应商风险:{len(risk_summary['supplier_risks'])}",
f"- 打开风险事件:{len(risk_summary['open_events'])}",
f"- 综合风险等级:{risk_summary['risk_level']}",
]
return {"title": "每日经营晨报", "lines": lines, "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="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')},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 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 {"迟到", "早退", "缺卡", "旷工", "异常"}
)
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 {
"title": "打卡汇总",
"work_date": target_date.isoformat(),
"total": total,
"abnormal_total": abnormal_total,
"status_counts": status_counts,
"lines": lines,
"content": "\n".join(lines),
}
def generate_work_report(
self,
report_type: str = "daily",
reporter: str = "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",
) -> 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"
lines = self._work_report_lines(title, start, end, metrics, risk_summary)
report = {
"title": title,
"report_type": report_type,
"period_start": start.isoformat(),
"period_end": end.isoformat(),
"lines": lines,
"content": "\n".join(lines),
"metrics": metrics,
"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["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="reports",
action=f"generate_{report_type}_report",
target_type="work-reports",
target_id=str(record.id),
response_payload=record_data,
)
)
return {"report": report, "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 == "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,
]
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:
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)
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 {
"projects_total": self._count(Project),
"active_projects": self._count(
Project,
Project.status.notin_(PROJECT_CLOSED_STATUSES),
),
"tasks_total": self._count(WorkTask, *task_filters),
"tasks_completed": completed_tasks,
"tasks_overdue": overdue_tasks,
"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"),
}
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()}{end.isoformat()}",
f"- 项目:总数 {metrics['projects_total']},活跃 {metrics['active_projects']}",
f"- 任务:总数 {metrics['tasks_total']},完成 {metrics['tasks_completed']}",
f"- 逾期任务:{metrics['tasks_overdue']}",
f"- 待处理采购:{metrics['procurements_pending']}",
f"- 待处理费用:{metrics['expenses_pending']}",
f"- 打卡记录:{metrics['attendance_total']}",
f"- 打开风险事件:{metrics['open_risk_events']}",
f"- 综合风险等级:{risk_summary['risk_level']}",
]
def push_report(
self,
report: dict,
receive_id: str | None,
receive_id_type: str,
actor: str,
) -> dict:
card = FeishuService.build_basic_card(report["title"], report["lines"])
return FeishuService(self.db).send_card(card, receive_id, receive_id_type, actor)