feat(dashboard): 工作台四区块实时聚合与风险预警参数

- 后端 /api/v1/dashboard 单端点返回四区块:经营总览(绩效/应付/人数/团队数/月结状态/近 6 个月趋势)、待办(待审批 + 回款未指定批次 + 同步显式降级)、风险预警(回款逾期/审批超时,阈值参数化)、最近动态(操作日志)
- dashboard_service 实时派生(不落表、不引调度器);参数快照一次解析;总览只做 SQL 聚合,不复用报表的重查询
- V10 迁移新增预警参数三项(warning.enabled / warning.receipt.overdue.days=90 / warning.approval.timeout.days=3),参数注册表 19→22,init-dev 与 V10 SQL 双轨同步
- 测试:test_dashboard 5 例(权限文案/总览对账+非法月份 400/待办三类/预警命中与参数关闭/动态来源);全量 852 passed
- 依赖闭包并入:core/month.py 月份校验、api/v1/base/business_roles.py(router 已挂载的岗位只读端点)、test_month_validation
- 修复:alembic --sql 在 Windows 按控制台 GBK 输出,V10 SQL 以 UTF-8 重新导出(README 已记)

Co-Authored-By: Claude Code <noreply@anthropic.com>
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liuwenxinandClaude Code committed 2026-10-19 18:44:15 +08:00
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"""v10 工作台预警规则参数
Revision ID: 90653814a421
Revises: ba0217f5091b
Create Date: 2026-10-19 17:55:48.892998
新增风险预警三条参数(M4 ⑧ 工作台,澄清 #10「做成参数化规则便于调整」):
- warning.enabled:总开关(默认 1)
- warning.receipt.overdue.days:发货后逾期天数(默认 90)
- warning.approval.timeout.days:审批超时天数(默认 3)
「同步连续失败」规则依赖 ⑥ T+ 同步,模块未建前不设参数、不产生条目。
"""
from collections.abc import Sequence
from datetime import date
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = '90653814a421'
down_revision: str | Sequence[str] | None = 'ba0217f5091b'
branch_labels: str | Sequence[str] | None = None
depends_on: str | Sequence[str] | None = None
_EFFECTIVE_DATE = date(2026, 10, 19)
def upgrade() -> None:
"""种入三个预警参数定义与生效值(append-only 时点化)。"""
op.bulk_insert(
sa.table(
"param_definitions",
sa.column("id", sa.BigInteger),
sa.column("param_code", sa.String),
sa.column("param_name", sa.String),
sa.column("param_group", sa.String),
sa.column("value_type", sa.String),
sa.column("unit", sa.String),
sa.column("dimension_type", sa.String),
sa.column("options_text", sa.String),
sa.column("default_value", sa.String),
sa.column("value_min", sa.String),
sa.column("value_max", sa.String),
sa.column("description", sa.String),
sa.column("sort_order", sa.Integer),
sa.column("status", sa.Integer),
),
[
{
"id": 21,
"param_code": "warning.enabled",
"param_name": "风险预警总开关",
"param_group": "预警规则",
"value_type": "BOOL",
"unit": None,
"dimension_type": "NONE",
"options_text": None,
"default_value": "1",
"value_min": None,
"value_max": None,
"description": "工作台风险预警区块总开关:0=关闭(不扫描不展示) 1=开启(默认)",
"sort_order": 21,
"status": 1,
},
{
"id": 22,
"param_code": "warning.receipt.overdue.days",
"param_name": "回款逾期天数阈值",
"param_group": "预警规则",
"value_type": "INT",
"unit": "天",
"dimension_type": "NONE",
"options_text": None,
"default_value": "90",
"value_min": "1",
"value_max": None,
"description": "发货后超过该天数仍未回款的发货批次触发预警(澄清 #10 建议默认 90 天)",
"sort_order": 22,
"status": 1,
},
{
"id": 23,
"param_code": "warning.approval.timeout.days",
"param_name": "审批超时天数阈值",
"param_group": "预警规则",
"value_type": "INT",
"unit": "天",
"dimension_type": "NONE",
"options_text": None,
"default_value": "3",
"value_min": "1",
"value_max": None,
"description": "待审批单提交后超过该天数未处理触发预警(澄清 #10 建议默认 3 天)",
"sort_order": 23,
"status": 1,
},
],
)
op.bulk_insert(
sa.table(
"param_values",
sa.column("id", sa.BigInteger),
sa.column("param_id", sa.BigInteger),
sa.column("dimension_value", sa.String),
sa.column("effective_date", sa.Date),
sa.column("value_text", sa.String),
sa.column("batch_id", sa.BigInteger),
),
[
{
"id": 26,
"param_id": 21,
"dimension_value": "",
"effective_date": _EFFECTIVE_DATE,
"value_text": "1",
"batch_id": 1,
},
{
"id": 27,
"param_id": 22,
"dimension_value": "",
"effective_date": _EFFECTIVE_DATE,
"value_text": "90",
"batch_id": 1,
},
{
"id": 28,
"param_id": 23,
"dimension_value": "",
"effective_date": _EFFECTIVE_DATE,
"value_text": "3",
"batch_id": 1,
},
],
)
def downgrade() -> None:
"""回滚种子行(行级种子不会被 drop_table 带走,必须显式删除)。"""
op.execute("DELETE FROM param_values WHERE id IN (26, 27, 28)")
op.execute("DELETE FROM param_definitions WHERE id IN (21, 22, 23)")