selfrelease
fad458b2a7
- UIUX 文档：填充 19 个缺口（多主体画像/健康度/AI+看板/增长域/洞察域/创始人端/OODA/助推/商密） - UIUX 文档：插入 6 个新章节（十四~十九），旧章节重编号为二十~三十一，更新目录和交叉引用 - 作业指导书 x5：导航改为 6 域分组，新增 Context Bar/工作模式/Insight Rail/决策线程/多工作区等 UI 概念 - 新建 docs/2-task-uiux.md：50 个代码落地开发任务，按 P0-P6 分优先级 + 8 Sprint 规划 - 后端/前端：大量新增模型、路由、组件（来自之前 Phase 开发）
416 lines
15 KiB
Python
416 lines
15 KiB
Python
"""月报路由：CRUD + 提交 + AI 解析（SSE 流式）。"""
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import json
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from datetime import datetime, timezone
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from fastapi import APIRouter, Depends, HTTPException, Query, UploadFile, File, status
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from fastapi.responses import StreamingResponse
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from sqlalchemy import func, select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.database import get_db
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from app.core.dependencies import get_current_user
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from app.models.company import Company
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from app.models.health_score import HealthScore
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from app.models.report import MonthlyReport
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from app.models.risk import RiskEvent
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from app.models.user import User
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from app.schemas.common import ApiResponse, success
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from app.schemas.report import (
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MonthlyReportCreate,
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MonthlyReportListResponse,
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MonthlyReportResponse,
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MonthlyReportUpdate,
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)
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from app.services.ai_parser import parse_report
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from app.services.health_calculator import calculate_health_score, determine_trend
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from app.services.report_tracker import compute_timeliness
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from app.services.risk_engine import detect_risks
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from app.services.file_parser import parse_file
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router = APIRouter(prefix="/reports", tags=["reports"])
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async def _get_company_or_404(db: AsyncSession, company_id: str, tenant_id: str) -> Company:
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"""验证企业属于当前租户。"""
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result = await db.execute(
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select(Company).where(Company.id == company_id, Company.tenant_id == tenant_id)
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)
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company = result.scalar_one_or_none()
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if not company:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="企业不存在")
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return company
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@router.get("", response_model=ApiResponse[MonthlyReportListResponse])
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async def list_reports(
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company_id: str | None = Query(default=None, description="按企业筛选"),
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page: int = Query(default=1, ge=1),
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page_size: int = Query(default=20, ge=1, le=100),
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取月报列表。"""
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# 获取当前租户的企业 ID 集合
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company_query = select(Company.id).where(Company.tenant_id == user.tenant_id)
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if company_id:
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company_query = company_query.where(Company.id == company_id)
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query = select(MonthlyReport).where(
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MonthlyReport.company_id.in_(company_query)
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)
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count_query = select(func.count()).select_from(query.subquery())
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total_result = await db.execute(count_query)
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total = total_result.scalar_one()
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offset = (page - 1) * page_size
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query = query.order_by(MonthlyReport.created_at.desc()).offset(offset).limit(page_size)
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result = await db.execute(query)
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reports = result.scalars().all()
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return success(
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data=MonthlyReportListResponse(
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items=[MonthlyReportResponse.model_validate(r, from_attributes=True) for r in reports],
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total=total,
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page=page,
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page_size=page_size,
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)
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)
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@router.get("/{report_id}", response_model=ApiResponse[MonthlyReportResponse])
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async def get_report(
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report_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取月报详情。"""
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result = await db.execute(
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select(MonthlyReport)
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.join(Company, MonthlyReport.company_id == Company.id)
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.where(MonthlyReport.id == report_id, Company.tenant_id == user.tenant_id)
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)
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report = result.scalar_one_or_none()
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if not report:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="月报不存在")
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return success(data=MonthlyReportResponse.model_validate(report, from_attributes=True))
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@router.post("", response_model=ApiResponse[MonthlyReportResponse], status_code=status.HTTP_201_CREATED)
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async def create_report(
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req: MonthlyReportCreate,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""创建月报。"""
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await _get_company_or_404(db, req.company_id, user.tenant_id)
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# 检查同企业同年月是否已有月报
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existing = await db.execute(
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select(MonthlyReport).where(
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MonthlyReport.company_id == req.company_id,
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MonthlyReport.period_year == req.period_year,
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MonthlyReport.period_month == req.period_month,
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)
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)
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if existing.scalar_one_or_none():
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raise HTTPException(
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status_code=status.HTTP_409_CONFLICT,
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detail=f"{req.period_year}年{req.period_month}月月报已存在",
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)
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report = MonthlyReport(
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company_id=req.company_id,
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period_year=req.period_year,
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period_month=req.period_month,
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raw_content=req.raw_content,
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status="draft",
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)
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db.add(report)
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await db.flush()
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return success(
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data=MonthlyReportResponse.model_validate(report, from_attributes=True),
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message="创建成功",
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)
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@router.put("/{report_id}", response_model=ApiResponse[MonthlyReportResponse])
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async def update_report(
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report_id: str,
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req: MonthlyReportUpdate,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""更新月报。"""
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result = await db.execute(
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select(MonthlyReport)
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.join(Company, MonthlyReport.company_id == Company.id)
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.where(MonthlyReport.id == report_id, Company.tenant_id == user.tenant_id)
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)
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report = result.scalar_one_or_none()
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if not report:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="月报不存在")
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update_data = req.model_dump(exclude_unset=True)
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for key, value in update_data.items():
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setattr(report, key, value)
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await db.flush()
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return success(
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data=MonthlyReportResponse.model_validate(report, from_attributes=True),
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message="更新成功",
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)
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@router.post("/{report_id}/submit", response_model=ApiResponse[MonthlyReportResponse])
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async def submit_report(
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report_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""提交月报（状态从 draft → submitted）。"""
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result = await db.execute(
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select(MonthlyReport)
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.join(Company, MonthlyReport.company_id == Company.id)
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.where(MonthlyReport.id == report_id, Company.tenant_id == user.tenant_id)
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)
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report = result.scalar_one_or_none()
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if not report:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="月报不存在")
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if report.status != "draft":
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raise HTTPException(
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status_code=status.HTTP_400_BAD_REQUEST,
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detail=f"当前状态为 {report.status}，无法提交",
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)
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report.status = "submitted"
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report.submitted_by = user.id
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report.submitted_at = datetime.now(timezone.utc)
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await db.flush()
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return success(
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data=MonthlyReportResponse.model_validate(report, from_attributes=True),
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message="提交成功",
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)
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@router.delete("/{report_id}", response_model=ApiResponse[None])
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async def delete_report(
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report_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""删除月报。"""
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result = await db.execute(
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select(MonthlyReport)
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.join(Company, MonthlyReport.company_id == Company.id)
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.where(MonthlyReport.id == report_id, Company.tenant_id == user.tenant_id)
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)
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report = result.scalar_one_or_none()
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if not report:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="月报不存在")
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await db.delete(report)
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return success(message="删除成功")
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@router.post("/{report_id}/parse")
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async def parse_report_stream(
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report_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""AI 解析月报（SSE 流式输出）。
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流式返回解析过程中的 token，最后返回完整结构化结果。
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解析完成后自动计算健康度评分并检测风险事件。
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"""
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result = await db.execute(
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select(MonthlyReport)
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.join(Company, MonthlyReport.company_id == Company.id)
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.where(MonthlyReport.id == report_id, Company.tenant_id == user.tenant_id)
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)
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report = result.scalar_one_or_none()
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if not report:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="月报不存在")
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async def event_stream():
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"""SSE 事件流。"""
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try:
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# 阶段 1：流式输出 AI 解析
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yield f"data: {json.dumps({'type': 'status', 'message': 'AI 解析中...'})}\n\n"
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from app.services.llm_client import llm_client
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system_prompt = """你是投后管理领域的专业分析师。请分析以下企业月报内容，提取结构化信息。
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输出 JSON 格式如下：
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{
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"structured_data": {
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"revenue": {"value": "", "unit": "万元", "yoy_change": "", "note": ""},
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"cash_balance": {"value": "", "unit": "万元", "runway_months": 0, "note": ""},
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"burn_rate": {"value": "", "unit": "万元/月", "trend": "up/stable/down", "note": ""},
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"headcount": {"total": 0, "new_hires": 0, "departures": 0, "note": ""},
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"key_metrics": [{"name": "", "value": "", "change": "", "note": ""}]
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},
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"ai_summary": "一段 100-200 字的月报摘要",
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"ai_concerns": {
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"items": [
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{"category": "financial/operational/org/ai_specific", "severity": "low/medium/high", "description": ""}
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],
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"highlights": ["本期亮点1", "本期亮点2"]
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}
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}
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严格输出 JSON，不要包含 markdown 代码块标记。"""
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user_prompt = f"请分析以下 {report.period_year}年{report.period_month}月 月报内容：\n\n<<<USER_INPUT>>>\n{report.raw_content or '无内容'}\n<<<END_USER_INPUT>>>"
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messages = [
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{"role": "system", "content": system_prompt},
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{"role": "user", "content": user_prompt},
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]
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# 流式收集
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collected = []
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async for token in llm_client.chat_json_stream(messages, temperature=0.3, max_tokens=2000):
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collected.append(token)
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yield f"data: {json.dumps({'type': 'token', 'content': token})}\n\n"
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# 解析完整 JSON
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full_text = "".join(collected).strip()
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if full_text.startswith("```"):
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full_text = full_text.split("\n", 1)[1] if "\n" in full_text else full_text[3:]
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if full_text.endswith("```"):
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full_text = full_text[:-3]
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full_text = full_text.strip()
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parsed = json.loads(full_text)
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# 阶段 2：保存解析结果
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report.structured_data = parsed.get("structured_data", {})
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report.ai_summary = parsed.get("ai_summary", "")
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report.ai_concerns = parsed.get("ai_concerns", {})
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report.status = "ai_parsed"
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await db.flush()
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yield f"data: {json.dumps({'type': 'parsed', 'data': parsed})}\n\n"
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# 阶段 3：计算健康度评分
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yield f"data: {json.dumps({'type': 'status', 'message': '计算健康度评分...'})}\n\n"
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scores = calculate_health_score(parsed.get("structured_data", {}))
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# 查询上期评分判断趋势
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prev_result = await db.execute(
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select(HealthScore)
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.where(HealthScore.company_id == report.company_id)
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.order_by(HealthScore.calculated_at.desc())
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.limit(1)
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)
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prev_score = prev_result.scalar_one_or_none()
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prev_total = prev_score.total_score if prev_score else None
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trend = determine_trend(scores["total_score"], prev_total)
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health = HealthScore(
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company_id=report.company_id,
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total_score=scores["total_score"],
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financial_score=scores["financial_score"],
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operational_score=scores["operational_score"],
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ai_commercial_score=scores["ai_commercial_score"],
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ai_cost_score=scores["ai_cost_score"],
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trend=trend,
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evidence_json={"report_id": report.id, "period": f"{report.period_year}-{report.period_month}"},
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)
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db.add(health)
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await db.flush()
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yield f"data: {json.dumps({'type': 'health_score', 'data': scores, 'trend': trend})}\n\n"
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# 阶段 4：风险自动检测
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yield f"data: {json.dumps({'type': 'status', 'message': '检测风险事件...'})}\n\n"
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risks = detect_risks(parsed.get("structured_data", {}), report.company_id)
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created_risks = []
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for risk_data in risks:
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risk = RiskEvent(
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company_id=risk_data["company_id"],
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type=risk_data["type"],
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severity=risk_data["severity"],
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title=risk_data["title"],
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description=risk_data["description"],
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suggested_action=risk_data["suggested_action"],
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status="open",
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)
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db.add(risk)
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await db.flush()
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created_risks.append({
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"id": risk.id,
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"title": risk_data["title"],
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"severity": risk_data["severity"],
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"type": risk_data["type"],
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})
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yield f"data: {json.dumps({'type': 'risks', 'data': created_risks})}\n\n"
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# 完成
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yield f"data: {json.dumps({'type': 'done', 'message': '解析完成'})}\n\n"
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except json.JSONDecodeError as e:
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yield f"data: {json.dumps({'type': 'error', 'message': f'JSON 解析失败: {e}'})}\n\n"
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except Exception as e:
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yield f"data: {json.dumps({'type': 'error', 'message': str(e)})}\n\n"
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return StreamingResponse(
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event_stream(),
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media_type="text/event-stream",
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headers={
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"Cache-Control": "no-cache",
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"Connection": "keep-alive",
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"X-Accel-Buffering": "no",
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},
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)
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@router.get("/timeliness", response_model=ApiResponse[list])
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async def get_timeliness(
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company_id: str | None = Query(default=None),
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取月报提交及时性和数据质量评分。"""
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items = await compute_timeliness(db, user.tenant_id, company_id)
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return success(data=items)
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@router.post("/upload", response_model=ApiResponse[dict])
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async def upload_report_file(
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file: UploadFile = File(...),
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user: User = Depends(get_current_user),
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):
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"""上传月报文件 — 自动解析提取文本内容。
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支持 .xlsx、.pdf、.txt、.md、.csv 格式。
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"""
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if not file.filename:
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raise HTTPException(status_code=400, detail="文件名不能为空")
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allowed_extensions = {".xlsx", ".xls", ".pdf", ".txt", ".md", ".csv"}
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ext = file.filename.rsplit(".", 1)[-1].lower() if "." in file.filename else ""
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if f".{ext}" not in allowed_extensions:
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raise HTTPException(status_code=400, detail=f"不支持的文件格式: .{ext}")
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content = await file.read()
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if len(content) > 10 * 1024 * 1024:
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raise HTTPException(status_code=400, detail="文件大小不能超过 10MB")
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extracted_text = await parse_file(content, file.filename)
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return success(data={
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"filename": file.filename,
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"file_type": ext,
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"extracted_text": extracted_text[:10000],
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"char_count": len(extracted_text),
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})
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